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Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospectiv

Life Insurance Financial Analyst. The primary function of the Life Insurance Financial Analyst is to create presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance po

Assistant Vice President (AVP) - Surveillance Analyst. Structured Credit (US SC) team is looking for an Assistant Vice President (AVP) to support its growing portfolio of credit ratings as a surveillance analyst. Complete credit ratings administration for surveillance including record retention, cre

Job Description Investment Analyst/Associate - Structured Finance & Investments NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Corporate financial modeling (debt and equity) and asset valuation, • Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants, • Working with lenders to secure financing vis-a-vie revolving facilities, private placements, and public capital markets, • Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee, • Monitoring and supporting investment assets and portfolio companies The ideal candidate would have a background including: • 2-4 years investment banking, investment firm or fund experience, • Structured Finance or Leveraged Finance or Alternative Asset experience – Rail, Aviation, Transportation experience is a plus, • Excellent analytical, written, and verbal communication skills, • Strong Excel skills required, • Extremely detail oriented · Excellent interpersonal skills and demonstrated ability to work effectively as part of a team · Ability to take direction but also to be independent · Willingness to take on what's needed to support the team · Tenacious/persistent - goes the extra mile Education: Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. About the Client: The firm is leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection. Founded in 2014, the firm manages ~$1.1bn+ of investor capital across rail and aviation strategies with locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs The salary range is $80,000 - $140,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and value for our clients. Our core values include Innovation, Collaboration, Elevation, Accountability & Hospitality. What we offer: AKAM is proud to be Great Place to Work-Certified™. Learn more about our company by visiting akam.com. Our benefits include several healthcare, dental and vision options, a retirement program, paid time off plans, 11 paid holidays per year, educational reimbursement, transportation discount purchase programs, service, and performance awards – in addition various social and recreational activities. Position Overview: The Financial Analyst/ Property Accountant is responsible for preparing monthly and annual financial statements for an assigned portfolio of condo/co-op communities located through Westchester/NYC. This role works closely with the property manager and resident board members to achieve the community’s financial goals. Responsibilities include, but not limited to: • Responsible for General Ledger Accounting for assigned portfolio of Condo/coop buildings, • Review all financial statements and make all adjustments that are deemed necessary, • Review budget to actual variances and present a variance explanation to the board as needed, • Communicating with the Board Treasurer and Board President regarding the financial position, • Strong working knowledge of general ledger, trial balance, accruals (on a cash basis), preparing custom reports and cash flow projections, • Investing client funds as directed by the Board, • Preparing and presenting budgets, • Reviewing new account financial files that have been transferred to AKAM to ensure we have copies of all documents and ensure all funds are transferred appropriately, • Assist with the annual audits Qualifications: • Must have bachelor’s degree in finance or accounting, • At least 2 years of Financial Analyst or Property Accountant experience within the real estate/or property management industry, • Experience in dealing with the monthly financial statements of condos/coops specifically, • Must have strong proficiency in Microsoft Excel and other MS Suite programs, • BJ Murray or Yardi software experience is a plus Benefits: • 401(k) Retirement Plan Matching, • Health Insurance, • Dental insurance, • Vision Insurance, • Ancillary Benefits, • Health Savings Account, • Flexible Spending Account, • Life Insurance, • Paid Time Off, • Company Events, • Employee Assistance Program, • Employee Referral Program, • Employee Engagement Committee AKAM Living Services, Inc., is committed to maintaining a diverse workforce and an inclusive work environment. AKAM is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants are encouraged to apply and will be considered for employment without regard for any characteristic protected by applicable law.

Job Description Global real estate investment firm is seeking a highly analytical and detail-oriented Senior Financial Analyst at their offices in New York; Midtown. This role will play a critical part in driving strategic financial planning and analysis across the real estate portfolio. The ideal candidate will have a strong background in financial modeling, forecasting, and reporting, with experience in the real estate sector. Responsibilities: * Analyze property-level and portfolio-wide financial performance, including revenue trends, operating expenses, and capital expenditures to identify opportunities for cost savings and value creation. * Prepare and present monthly and quarterly financial reports for senior management, including dashboards and key performance indicators (KPIs). * Support the month-end close by reviewing property financials, investigating variances, and ensuring accurate and timely reporting of the income statement, balance sheet, and cash flow statement. * Lead the preparation of annual budgets, reforecasts, and variance analyses, ensuring alignment with corporate objectives and market dynamics. * Manage daily cash flow monitoring and short-term liquidity planning to support property operations and capital projects. * Develop and update cash flow projections for existing assets and development projects, identifying potential shortfalls and proposing mitigation strategies. * Evaluate potential acquisitions, dispositions, and development opportunities by preparing detailed financial models, IRR/ROI analysis, and scenario planning. * Partner with internal teams (Asset Management, Property Management, Development) and external stakeholders (banks, auditors, consultants) to support financial reporting and strategic initiatives. * Continuously enhance internal controls, reporting processes, and financial systems to improve efficiency and data integrity. * Support ad hoc financial analysis and strategic projects as required by executive leadership. Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA preferred. * 5+ years of financial analysis experience, ideally within real estate, property management, or REITs. * Proven expertise in budgeting, forecasting, variance analysis, and financial modeling. * Proficiency in financial systems such as Yardi, MRI, Argus, QuickBooks, or similar real estate platforms. * Advanced Excel skills; experience with data visualization tools (e.g., Tableau, Power BI) is a plus. * Excellent communication skills, with the ability to translate complex financial data into actionable insights for non-financial stakeholders. * Strong organizational skills and the ability to work independently in a fast-paced, dynamic environment.

Job DescriptionDescription: Summary We are seeking a highly analytical and detail-oriented Capital Markets Analyst to join our New York team. This position will support the company’s financing strategies, develop complex financial models, and contribute to capital structuring decisions in alignment with our renewable energy initiatives. The ideal candidate will work collaboratively across teams, including corporate finance, project development, and external stakeholders. Requirements: Key Job Responsibilities Market Analysis and Research: • Monitor capital markets trends, macroeconomic indicators, interest rate movements, and regulatory updates impacting renewable energy financing., • Provide research and recommendations on investment opportunities, competitive financing benchmarks, and risk mitigation strategies., • Build, maintain, and enhance detailed project- and portfolio-level financial models to support capital structuring decisions., • Conduct valuation analyses for project equity, debt sizing, and tax equity structuring., • Perform scenario and sensitivity analyses to evaluate the impact of different market and financing assumptions., • Assist in the execution of debt, equity, and tax equity transactions for utility-scale renewable energy projects., • Draft and prepare investor presentation materials, offering memoranda, and financial summaries., • Support due diligence processes by coordinating data requests, analyzing financial information, and ensuring accurate documentation., • Partner with corporate finance, accounting, and project development teams to align financing strategies with project and corporate objectives., • Provide analytical support for strategic initiatives, including M&A opportunities and portfolio optimization., • Bachelor’s degree in finance, Economics, or a related field. CFA is a plus., • 1–2 years of experience in investment banking, private equity, project finance, or corporate finance with a focus on capital markets., • Strong understanding of financing instruments, including corporate debt, project finance, tax equity, and structured equity., • Advanced financial modeling and valuation expertise (Excel proficiency required; VBA and/or Python a plus)., • Familiarity with renewable energy or infrastructure sectors strongly preferred., • Excellent analytical, problem-solving, and quantitative skills with high attention to detail. The Analyst, Capital Markets may be required to endure the following physical activities, environmental conditions, and physical demands: • Remain in a stationary position, often standing or sitting for prolonged periods,, • Moving about to accomplish tasks or moving from one worksite to another,, • Adjusting or moving objects up to 20 pounds in all directions,, • Repeating motions that may include the wrists, hands and/or fingers, and, • Assessing the accuracy, neatness and thoroughness of the work assigned.

Job DescriptionWho are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Senior Actuarial Analyst to join our Global Actuarial Team in our Boston or New York offices. We are looking for an individual who has both an ability to excel and an excellence of character. Our culture is innovative and fast-paced, and this position will be the perfect fit for an individual who is intellectually curious, self-motivated and a collaborative team member. As part of the North American Casualty Team, this teammate will be responsible for large account pricing as well as in depth analyses for use in both our experience and exposure rating models. This teammate will have frequent communication with the entire Casualty underwriting team as well as actuaries around the globe and be a significant asset to the overall Team. Duties & Responsibilities: • Develop, implement, and maintain quantitative diagnostic tools to be used by underwriters in pricing individual risks and managing a portfolio of business., • Collaborate effectively with the actuarial data and analytics team to enhance processes and maintain a high standard of data integrity., • Provide insights into the company’s business using the combination of tools needed to best complete each task (e.g. SQL queries, Excel)., • Provide technical support, as needed, to underwriters in Excel and SQL., • Utilize external data sets to provide improved pricing methodologies for underwriter guidance. Qualifications, Skills and Experience: • Bachelor’s degree or equivalent training in computer science, actuarial science, mathematics, economics, statistics or related field, • Actively pursuing the FCAS designation, • Successful completion of at least four actuarial exams is required, • 3+ years of relevant work experience, • Intermediate to advanced Excel skills, • Intermediate to advanced VBA skills are strongly preferred, • Proficiency in SQL or R is preferred, • Exceptional verbal and written communication skills, • Strong interpersonal skills and the ability to work in a team environment as well as independently., • Strong desire to learn from and share knowledge with teammates, • Effective time management, with the ability to juggle multiple projects at the same time BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates, • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders, • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework The base salary range for this position in New York is $95,000 to $130,000, along with annual bonus eligibility; a candidate’s salary is determined by their relevant skills and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization

Job Description Are you an experienced real estate finance professional looking to take the next step in your career? We’re seeking a Credit Analyst to join our Real Estate Finance team and play a key role in managing a diverse portfolio across the U.S. and Canada. This position offers exposure to high-value transactions across residential, office, retail, and logistics properties. What You’ll Do * Underwrite and evaluate commercial real estate transactions, assessing borrower creditworthiness. * Prepare and present clear, well-structured credit applications. * Manage and monitor the real estate credit portfolio, including annual reviews, risk ratings, and covenant compliance. * Analyze property-level and financial performance data. * Support specialized portfolio programs (Borrower-in-Custody collateral, Shared Credit Review). What We’re Looking For * 5+ years of experience in real estate finance or commercial lending. * Strong financial and operating statement analysis skills. * Knowledge of U.S./Canada real estate lending practices. * Bachelor’s degree required. * Proficiency in MS Excel and strong communication skills. Why Join? You’ll gain hands-on experience with complex real estate financing, work closely with senior leaders, and help shape the success of a dynamic cross-border portfolio. Next Step: If you thrive in fast-paced environments and want to grow your expertise in real estate finance, we’d love to hear from you. Do you want me to also create an ultra-short “job board version” (3–4 sentences, no bullets) optimized for platforms like LinkedIn, ZipRecruiter, or Indeed where candidates skim quickly? Salary: Depending on expereince & skill ($150,000 - $160,000) #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job Description Company Overview Health disparities among New Yorkers are large, persistent and increasing. Public Health Solutions (PHS) exists to change that trajectory and support New Yorkers and their families in achieving optimal health and building pathways to reach their potential. As the largest public health nonprofit serving New York City, we improve health outcomes and help communities thrive by providing services directly to low-income families, supporting community-based organizations through our long-standing public-private partnerships, and bridging the gap between healthcare and community services. We focus on a wide range of public health issues including food and nutrition, health insurance, maternal and child health, sexual and reproductive health, tobacco control, and HIV/AIDS. Learn more about our work at healthsolutions.org. Program Description: Public Health Solutions administers millions of dollars in private and public funding, including Federal, State and City government funding, to improve public health and human services for vulnerable communities. The full range of contracting and management services provided by PHS enables organizations that are crucial to the public health of New Yorkers to have the funding and administrative expertise needed to seamlessly implement projects. Summary of Position: Reporting to the Senior Director, the Portfolio Manager is responsible for leading a group of contract professionals overseeing the administration of complex contracts and agreements primarily from government funding sources. The Portfolio Manager supports the Senior Director in ensuring that contracts follow relevant regulations and PHS policies and procedures. Specifically, the Portfolio Manager will: • Direct, manage, and mentor a team of Senior Contract Managers, Contract Managers, Contract Coordinators and Contract Support Analyst to oversee all aspects of the contract management lifecycle, from creation to execution, monitoring, and closeout. Manage workflows and ensure staff are accountable to internal teams and external stakeholders., • Ensure staff follow all contract negotiation, monitoring (programmatic and fiscal), amendment, and closeout policies and procedures; understand funding agreements; and produce work that is accurate and timely., • Foster a spirit of teamwork and unity within the Portfolio and across PHS departments that allows for disagreement over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, support, and working effectively together to enable each employee and the department to succeed., • In partnership with the PHS Procurement Team, participate in request for proposal processes by reviewing and editing concept papers and draft solicitations., • Seek continuous improvement and streamlining of processes to ensure compliance and increased efficiency., • Advise Senior Director on solicitation and contract issues, identifying risks, facilitating internal review of issues, and obtaining resolution; exercise sound judgement in determining when issues require involvement of other parts of the organization or upper management., • Appropriately and effectively manage relationships with internal leadership, external stakeholders/client entities, subrecipients, and vendors for the optimal resolution of contract issues., • Represent Public Health Solutions in external settings related to the Portfolio., • Perform other related duties as assigned. Qualifications and Requirements: • Bachelor’s degree with 8 or more years of experience., • Minimum of 5 years related experience managing government-funded contracts, including developing and reviewing funding agreements, budgets, scopes of work, invoices/financial statements, and programmatic data., • Extensive knowledge of applicable federal, state, and local laws and regulations pertaining to the receipt and dispersal of funds through agreements to subrecipients, contractors, and consultants. Knowledge of CDC, HRSA, ASPR, and/or NYC Health And Human Services policies and procedures strongly preferred., • Prior supervisory experience., • Strong negotiation and drafting skills with knowledge of the key issues in government contracts with an ability to advise senior management on implications of contractor spending and compliance with scope of work., • Excellent analytical and problems solving skills., • Demonstrated ability to direct work within tight schedules and under pressure., • Strong interpersonal skills with a collaborative / integrative style of working to reach common goals and objectives., • Flexible and receptive to change in the workplace and drive organizational change., • Excellent verbal and written communication skills., • Proficient with Microsoft Office. PHS is proud to be an equal opportunity employer and encourages applications from women, people of color, persons with disabilities, LGBTIQA+ individuals, and veterans. Monday-Friday, 9:00am-5:00pm 35 hours a week

Job Description Position Summary Redwood is a leading specialty finance company across multiple asset classes, specializing in sourcing, analyzing, and distributing Jumbo, Non-Qualified (NQM), Business Purpose mortgages and Home-Equity Investments (HEI) s financial institutions. We are committed to innovation, data-driven decision-making, and delivering exceptional value to our clients in a rapidly evolving mortgage market. We are seeking a skilled Data Analyst to join our team and support our Aspire Platform focusing on NQM mortgages and HEI. The ideal candidate will have a strong analytical mindset, proficiency in managing and analyzing large data sets from multiple sources, and a keen interest in the mortgage or financial services industry who is looking to grow with our platform. You will play a critical role in ensuring cleanliness of data, analyzing loan performance, market trends, and portfolio risk to drive strategic decisions and optimize business outcomes. Responsibilities & Duties • Collect, clean, and analyze large datasets related to NQM loan originations and HEI., • Ensure data integrity and compliance with industry regulations and internal policies., • Standardize bulk bid tapes from sellers for traders to analyze, which will include “cracking” tapes and preparing stats, • Assist in whole loan sales and securitizations by producing loan tapes, stats and interacting with clients to answer any data related questions- Develop and maintain dashboards, reports, and visualizations to communicate insights to stakeholders, including senior management and investors., • Monitor key performance indicators (KPIs) such as delinquency rates, prepayment speeds, and default probabilities to assess portfolio health., • Identify patterns and trends in non-QM loan data to support pricing, risk assessment, and portfolio acquisition strategies., • Collaborate with cross-functional teams, including underwriting, risk management, and sales, to provide data-driven recommendations., • Conduct ad-hoc analyses to manage risk, improve returns and support business initiatives, such as evaluating new loan products or investor requirements. Required Experience & Education • Bachelor’s degree in data science, Statistics, Finance, Economics, or a related field., • 2 - 5 years of experience in data analysis, preferably in mortgage, financial services, or fintech industries., • Proficiency in SQL for querying and manipulating large datasets., • Experience with data visualization tools such as Tableau, Power BI, or Looker., • Strong knowledge of Excel, including advanced functions, pivot tables, and VBA (preferred)., • Familiarity with Python or R for statistical analysis and data modeling is a plus., • Understanding of mortgage industry concepts, particularly non-QM lending, loan securitization, or portfolio management, is highly desirable., • Excellent problem-solving skills and attention to detail., • Ability to communicate complex insights clearly to non-technical stakeholders., • Knowledge of regulatory requirements (e.g., Dodd-Frank, CFPB) is a plus. Preferred Skills • Experience working with mortgage loan origination systems (LOS) or servicing platforms., • Exposure to alternative credit data or non-traditional borrower profiles in non-QM lending., • Ability to work in a fast-paced environment and manage multiple priorities. A reasonable estimate of the total compensation range for this role is $90K to 130K. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an Investment Operations Analyst to join their Alternatives Operations team. This position is highly collaborative and will have significant interaction within and across the firm. We look to identify passionate candidates with an excellent academic background, enthusiasm, and willingness to learn. This position will report to the Vice President. What you'll do: • Maintain fund cash balances and monitor daily cash activity ensuring differences/issues are identified and resolved in a timely manner, • Perform daily cash analysis (i.e. prepare cash position and forecast reports), • Assist in preparation of financial statement, • Review the underlying investment holdings including cost, fair market value, capital calls, distributions, unrealized gains/losses for completeness and accuracy, • Perform monthly bank reconciliations, • Follow through capital calls and distributions from underlying investments in a timely manner, • Responsible for posting activity to the general ledger, coordinating payment of expenses and maintaining supporting documentation, • Ensure that appropriate accounting treatment for all transactions is applied, • Respond to and resolve investor and investment queries in relation to administrative issues, • Assist Investor Relations in the maintenance of accurate contact information for all investors and investments, • Assist with other fund administration, such as data entry, scanning, and filing documents, • Assist in the quarterly client reporting process and mailings, • Assist with year-end audit, • Prepare ad hoc reports and analysis as neededQualifications, • BA/BS in accounting or related major, • Excellent fund accounting background with 0-2 years of relevant experience in investment operations/ private equity preferred, • Excellent writing skills and strong verbal communication desired, • Excellent quantitative/analytical ability and Excel skills desired, • Exceptional attention to detail and excellent organizational skills, • Candidate must be collaborative, a reliable team player, self-motivated, and possess strong integrity and professionalism, • Candidate must be open-minded with a high willingness to learn, • CPA license (active or inactive) or CPA candidate preferred, • Public accounting background including Big-4 exposure preferred Additional Information • This position will work on a hybrid model out of our Santa Monica, Pittsburgh, or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job Description Emerald, a leader in building dynamic market platforms that integrate live events and media, seeks a Sales Compensation & Operations VP to lead the strategic development and administration of our Sales Incentive process and also our Sales Operations organization. This role will also be key to designing, coordinating, planning, and execution of sales incentive plans, and compensation-related research, data analysis, and reporting. This role will also oversee our CRM management, sales enablement tech stack and help drive the Company’s sales optimization strategy. This role will work cross-functionally with several teams including Finance, Sales, People & Culture and commercial leaders to ensure the efficacy and accuracy of sales incentive plans. In addition, the ideal candidate will need to apply analytical and problem-solving skills to resolve incentive compensation-related issues. This role has the opportunity to make a lasting impact on our sales organization by driving and improving our sales incentive rewards and process. To best support a large portfolio of brands at Emerald, our team needs someone proactive who can anticipate the needs of the sales organization and senior leaders. The ideal candidate will bring Emerald seasoned experience in developing the sales culture. The best candidates will have the ability to juggle competing priorities effectively, investigate anomalies to resolution with a strong dedication to accuracy and attention to detail, and enjoy the challenge of working in a fast-paced, dynamic, and highly collaborative organization. Responsibilities: • Sales Compensation, • Administer sales compensation plans in partnership with key stakeholders to ensure accurate and timely performance calculations and sales compensation payouts, • Optimize the sales compensation processes, systems, reporting and best practices, • Provide monthly accruals for incentive compensation earned in that period., • Submit payments on a bi-weekly basis for incentive compensation earned and ready to be paid., • Partner with management team to maintain and deploy worldwide yearly compensation plans, and ensure timely acceptance of annual compensation plans, • Track compensation plan results and analyze sales compensation plan effectiveness in achieving business goals/strategy, • Present plan modifications to improve seller incentives and simplify administration., • Supervise a Sales Compensation Analyst in the preparation of payment calculations, • Conduct monthly and quarterly analyses to measure compensation plan performance including variance to budget, correlation between result and payouts by individual contributor and by manager, • Ensure delivery of on time reporting and payments to sellers, • Own the internal budget and reforecasts for sales compensation across the business, • Run and validate all sales performance reporting including President’s Club rankings, • Sales Operations, • Oversee the internal CRM (Salesforce and HubSpot) admin personnel to ensure adequate processes for sales efficiency and data integrity, • Serve as the primary vendor contact for all sales technology platforms (including, but not limited to, Salesforce and LinkedIn Sales Navigator), • Play a key role in the integration of data and processes for all newly acquired businesses, • Review outputs of all sales reporting tools for accuracy and provide insights to business leaders based on the sales reporting, • Serve as the liaison between key sales stakeholders and IT in the implementation or improvement of all sales tech and reporting REQUIREMENTS • Bachelor’s degree required, • 5-10 years of analytical experience focused on sales compensation plans, • Experience with Salesforce and technology implementation project management, • Analytical, modeling, and data management skills, • Ability to synthesize data into actionable insights, • Advanced proficiency with MS Office, especially Excel ABOUT EMERALD Emerald’s talented and experienced teams grow our customers’ businesses 365 days a year with products that create connections, deliver content, and drive commerce. We produce over 140 annual events, create and deliver content through print and digital channels, and power commerce through our seamlessly integrated in-person and digital platforms and channels. For more information, please visit . At Emerald, we strive to foster a diverse and inclusive community. We actively recruit and champion candidates who bring new perspectives from varied professional backgrounds and experiences, and we are intentional about ensuring a positive hiring experience for everyone. Our job postings don’t contain experience inflation, and most don’t require college degrees. Instead, they’re crafted to focus on outcomes and transferable experiences that are assessed in a structured interview process carried out by trained hiring teams. COMPENSATION & BENEFITS Target Compensation: $215,000-230,000 (bonus eligible) Please note that this range reflects a reasonable estimate of the target compensation for this position. This range may ultimately vary based on a candidate’s qualifications and may be higher where required by applicable law. We offer a competitive benefits package designed to strengthen our employees’ physical and mental health, including unlimited vacation for exempt employees, flexible working locations, 401(k) plan with a company match, medical/dental/vision coverage with inclusive provisions including transgender services and fertility benefits, parental and caregiver leave, dependent, commuter and FSA benefits, professional development programs like Toastmasters, and mental wellness tools such as weekly guided meditation programs. If you need accommodation in our application process or have questions about our posted salary range, please email our Talent Acquisition team at Careers@EmeraldX. com.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description: IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank. What you will do • Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics., • Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure., • Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies., • Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring., • Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses., • Contribute to regulatory reporting, including the loan loss reserve process., • Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed., • Liaise with other groups within the firm on cross-functional projects.Qualifications Ideal candidate should have the following qualifications to succeed in this role: • Bachelor’s degree in Finance, Economics, Statistics, Data Analytics or related field., • 3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role., • Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps., • Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring., • Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution., • Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better., • Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities., • Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence., • Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators. Additional Information Compensation: The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City. CAMBA serves more than 65,000 individuals and families each year, citywide, including almost 13,000 youth. Our 180+ programs in over 100 locations improve the lives of a diverse cross section of New Yorkers. From homelessness prevention in Staten Island to supportive housing in the Bronx; from employment training in Manhattan to after school programs and college access in Brooklyn; from family shelter and support in Queens to increasing affordable housing across the city, CAMBA provides holistic services to help struggling New Yorkers stabilize their lives and become self-sufficient. CAMBA's Fiscal Department provides fiscal administration including accounting, budgeting, procurement services and procedures for numerous city/state/federal contracts and/or private grants. In addition, the Fiscal Department recommends alternatives to assure that organization-wide objectives and priorities are met. Position: Junior Budget Analyst Reports To: Assistant Program Director Location: 1720 Church Avenue, Brooklyn, NY 11226 What The Junior Budget Analyst Does: • Maintain professional relationships with clients and client confidentiality., • Practice Universal Precautions/Standard Protocol & Procedures., • Comply with any and all Federal, State, City and CAMBA security and privacy polices intended to protect the security and privacy of individually identifiable health information., • Analyze accounting records to determine financial resources required to prepare and submit budget modifications. Examine budget estimates or proposals and expense reports for completeness, accuracy; and conformance with established procedures, regulations, and organizational objectives., • Provide advice and technical assistance in the preparation of annual budgets, budget modifications/ renewals and/or amendments., • Serve as liaison to management staff and inform them of any reclassification or discrepancies that may arise during analysis., • Examine past and current operating budgets in order to analyze trends affecting budget needs., • Research economic and financial developments that affect the organization’s spending., • Review and assess variance sheets to assist management in maximizing the use of accruals., • Review submitted expense reports for accuracy., • Prepare analysis of program expenses for program staff and senior management., • Monitor various contracts and analyze expenses to facilitate program managers’ objectives., • Prepare budgets and/or modifications in order to meet all deadlines for the mid-year and close out cycles., • In coordination with the Assistant Program Director, schedule and facilitate/attend management staff meetings to assess financial status in lieu of budget modification preparation., • Attend staff/funder/outside agency meetings as requested., • May review and maintain the accuracy of all budgets assigned in MIP., • Portfolio will be limited to two to six programs., • All duties will be under strict supervision, • Must abide by strict ethical standards, • Must maintain integrity, objectivity, and confidentiality at all times, • Must avoid personal conflicts of interest situations Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR pUbYZMkwEF

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. The team you'll join StepStone's Private Equity (PE) team diligences and invests in opportunities across the private equity landscape. The team will invest directly in companies alongside other sponsors, complete LP and GP-led secondary transactions, and evaluate primary investment capabilities on behalf of StepStone's advisory and discretionary clients. Through analysis of leveraged buyout deals and funds, StepStone's PE team works across a wide array of industries and capital structures. About the role StepStone is looking for highly motivated undergraduate students graduating between December 2026 and June 2027 to join our Private Equity team as Summer Analysts. This internship offers an exciting opportunity to gain hands-on experience across the private equity industry. Summer Analysts will analyze leveraged buyouts, growth equity and distressed private equity funds and investments. Through this experience, Summer Analysts will develop a strong understanding of various industries, capital structures, and private equity funds and investment strategies. What you'll do As a Summer Analyst, you'll work collaboratively in a team environment to conduct due diligence, financial modeling and preparation of investment memorandums across our investment verticals: private equity fund investments, co-investments, and secondaries transactions. You'll also have the opportunity to contribute to investment recommendations and present them to the Firm's Investment Committee. Key responsibilities • Analyze and conduct diligence on co-investment opportunities and secondary transactions, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across stages (i.e., buyout, distressed, etc.), industries and geographies, • Conduct due diligence on potential fund investments (team, strategy, performance), and synthesize findings in an investment memorandum to be presented at the Firm's Investment Committee, • Speak with senior executives to gather insights regarding the style and effectiveness of target fund managers, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2026 through June 2027, • GPA of 3.5 or higher, • Strong proficiency in Microsoft Word, PowerPoint and Excel, • Excellent written and verbal communication skills, • Demonstrable analytical capabilities, including strong quantitative/modeling skills At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in private equity. Click here to learn more about the intern experience. Salary: $95,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodities, and Aviation. This role is within the Project Finance area. SMTBNY has supported more than 75 projects over the last 10 years with an active focus on the clean energy industry. We currently have a $3.5 billion portfolio supporting some of the largest clean energy developers in the Americas. We look to forge deep relationships with our customers and provide support with bespoke solutions. Your Role: Responsible for credit evaluation and deal maintenance. This role is for AVP level candidates. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree in relevant field or its equivalent with at least 5 years of related experience., • Excellent knowledge of US renewable market including experience with tax equity structures., • Capable of analyzing complex financial models and run internal sensitivity analysis., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent communication skills and presentation skills., • Strong knowledge of the banking industry, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Ability to manage a team of employees and provide useful guidance and feedback for their development. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.

Job DescriptionJob Title: Revenue Analyst Location: NYC Reporting To: Senior Manager, Finance / FP&A We are seeking a detail-oriented and analytical Revenue Analyst to join our Finance & FP&A team. This individual will play a critical role in supporting revenue-related reporting, analysis, budgeting, and forecasting across CRA’s portfolio. The Revenue Analyst will also assist in sales commission planning and calculation, ensuring accuracy and transparency in compensation processes. Key Responsibilities: • Prepare, analyze, and report on weekly, monthly, quarterly, and annual revenue performance by product line, client segment, and channel., • Analyze revenue across multiple views—including GAAP, Cash, and Annual Recurring Revenue (ARR)—to support financial planning and strategic insights., • Support the budgeting and forecasting processes, including revenue modeling for multiple lines of business, • Partner with Sales and Sales Operations to review and validate Salesforce data for pipeline analysis and forecasting., • Assist with the design, implementation, and administration of sales commission plans; calculate and audit commission payouts in alignment with company policies., • Identify trends, variances, and drivers in revenue performance to support strategic decision-making., • Collaborate cross-functionally with Sales, Marketing, and Commercial Operations teams to improve data integrity and reporting efficiency., • Contribute to continuous process improvements for financial reporting and data automation., • Ensure accurate revenue recognition in coordination with accounting, in compliance with company policy and GAAP principles., • As part of the Finance team, will assist with ad hoc financial analysis in other areas of the business Qualifications:, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 2–4 years of experience in financial analysis, revenue analysis, or a related function— experience in a B2B media or SaaS/recurring revenue environment preferred., • Strong understanding of revenue forecasting, budgeting, and financial modeling principles., • Proficient in Salesforce and Excel; experience with financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite Planning) is a plus., • Familiarity with sales commission structures and calculation methodologies., • Highly analytical with a strong attention to detail and accuracy., • Excellent communication and collaboration skills, with the ability to translate data into actionable insights. Preferred Skills:, • Experience working in a high-growth, dynamic environment. Equal Employment Opportunity CyberRisk Alliance is committed to equal employment and advancement opportunity for all employees and candidates for employment without regard to race, color, ancestry, national origin, religious creed, gender, physical or mental disability, veteran status, sexual orientation, age or marital status in accordance with the applicable laws and regulations. About CyberRisk Alliance CyberRisk Alliance provides business intelligence that helps the cybersecurity ecosystem connect, share knowledge, accelerate careers, and make smarter and faster decisions. Through our trusted information brands, network of experts, and more than 250 innovative annual events we provide cybersecurity professionals with actionable insights and act as a powerful extension of cybersecurity marketing teams. Our brands include SC Media, the Official Cybersecurity Summits, Security Weekly, Identiverse, CyberRisk Collaborative, LaunchTech Communications, Execweb, InfoSec World, ChannelE2E, MSSP Alert, and TECHEXPO Top Secret. Learn more at . Powered by JazzHR Y7cdhxi2Ei

Job Description Position Overview As Director of Federal & Integrated Regulatory Guidance, you will manage a team of regulatory professionals who analyze new regulatory requirements, work closely with the business to understand the impact and obligations of those requirements, and support the business in understanding the evolving regulatory landscape. With wide latitude for individual initiative and decision making, the position is responsible for providing leadership and oversight relating to all Federal & Integrated products offered by client. This role primarily operates remotely with in-office presence only as needed for key meetings, collaboration, or business needs. Job Description • Provide leadership and expertise in analysis and interpretation of complex and voluminous enacted state laws across the client portfolio of Federal and Integrated products. These consist of Managed Long-Term Care (MLTC), Medicaid Advantage Plus (MAP), Medicare Advantage, and Medicare D-SNP., • Direct and supervise the Regulatory guidance team to ensure that all new regulations and product contract updates, and final rules are disseminated throughout the organization., • Provide regulatory support to the organization, including providing regulatory interpretation and gaining clarification from regulatory bodies., • Proactively communicate with internal divisions to become and remain educated about key regulatory issues affecting these areas., • Support continuous improvement of communication processes to better inform the enterprise of new legislation and regulatory agency directives., • Develop and maintain relationships with regulatory agencies and stay up-to-date on any changes or updates to regulations., • Participate in stakeholder calls and create summaries of calls for dissemination to senior staff., • Work with the Regulatory Operations team to support the preparation and submission of regulatory filings, reports, and documentation., • Identify and assess potential regulatory risks and develop strategies to mitigate those risks., • Collaborate with cross-functional teams to ensure compliance across all areas of the organization., • Participate in high-level implementations of carve-in/carve-out services; program services such as changing vendors or adding new vendors., • Assist the Compliance teams with understanding of Federal, State and Local regulations and product contract requirements., • Partner with Compliance team on management of and response to external audits and surveys, including CMS Program Audits., • Participate in engagement with Local and State agencies and Trade Associations., • Demonstrate strategic mindset to deliver value to business teams., • Support and coordinate with business leaders on regulatory changes to drive achievement of business goals and clarity of regulator expectations., • Anticipate policy and emerging regulatory trends and coordinate advocacy strategies with government relations team., • Cultivate and maintain solid collaborative relationships with business clients, regulators and client business partners., • Supervise a team of Regulatory Analyst staff assigning tasks and projects and conducting performance evaluations., • Ensure that the team is adequately trained and equipped to perform their duties, including identifying and addressing knowledge and skill gaps and that staff are up to date with work assignments and provide guidance as needed., • Provide feedback to staff to help improve their productivity, efficiencies and growth. Minimum Qualifications • Bachelor's degree, • Minimum seven (7) years of experience working with Medicare and Medicaid laws/regulations, including having held a senior position, in a managed care compliance or regulatory department and must possess detailed knowledge of the rules governing managed care health plans., • Thorough knowledge in the application of health law and policy, managed regulation and compliance programs and/or the fundamentals of healthcare organization, administration and standards, regulations and law applicable to health plan operations., • Knowledge of business and human resources administration principles, management functions, management processes and functions of health plan departments., • Ability to direct and supervise personnel., • Collaboration and Demonstrable strategic thinking ability, • Management of multiple projects simultaneously to own workload, • Excellent oral, written, and presentation skills, as well as conceptual and analytic skills are necessary in order to review and articulate corporate objectives and Federal regulations across all relevant audiences., • Integrity and Confidentiality, • Experience with legal research applications (such as Lexis)., • Ability to effectively understand and communicate detailed and complex information verbally and written with others. Solid verbal and written communication skills.

Job Description Aquarian Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance acquires and operates companies focusing on life and annuity insurance and reinsurance solutions. Aquarian Investments deploys capital across the capital structure and creates tailored financing solutions that help high-quality companies grow and evolve. Since its founding in 2017, Aquarian and its relying advisers have grown to serve as investment managers on approximately $25.6 billion in book value assets under management as of June 30, 2025. Our business groups bring experience and expertise in building successful operations, managing assets effectively, and harnessing innovation – along with the necessary resources – to create long-term value. The Role Aquarian Investments is seeking an exceptional 1st/ 2nd year Analyst to join the Investments Team and focus on private investments across the capital structure spanning various asset classes. Aquarian is a registered investment advisor specializing in alternatives and special situation investments. The Analyst will report to the Investments Principals and be responsible for assisting with transaction evaluation, execution, and investment monitoring of private investments. The ideal candidate will have completed relevant coursework in corporate finance, accounting, statistics, and/or economics, and have a history of demonstrated academic success. Analysts at Aquarian are considered integral members of the Investments Team and receive significant on-the-job and formalized training with the opportunity to take on progressively higher levels of responsibility. For high-performing individuals, we expect this role to provide significant advancement opportunities within the firm. The position is located in New York City, with an immediate hire date. Specific responsibilities of the role include: • Assist with the evaluation of potential transactions, including performing due diligence, creating and building complex financial models, and preparing investment committee presentations, • Aid in the execution of approved transactions, including supporting the negotiation and development of term sheets and other legal documents, • Coordinate with third-party resources, including lawyers, bankers, and diligence service providers, • Conduct periodic and ad-hoc portfolio management and oversight of transactions that have been executed, • Background in corporate finance, accounting, statistics, real estate, and/or economics, • Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications, • Familiarity with financial services applications such as Capital IQ, Bloomberg, Intex, etc., • Must be detail-oriented, and have excellent spreadsheet, presentation, and analytical skills, • In addition, strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership are all required to be a successful member of the Aquarian team, • Ability to work efficiently and effectively both on teams and individually, • Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long, and ad-hoc assignments, • Excellent interpersonal, written, and oral communication skills required to effectively communicate with a variety of audiences

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • One to three years of investment banking, consulting, and/or private equity experience, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel, • Fluent (written and spoken) English Salary: $105,000 - $112,500 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Credit Analyst / Assistant Relationship Manager (Portfolio Manager) Location: New York, New York Industry: Corporate & Commercial Lending Portfolio Size: $1B+ | Average Deal Size: $25M–$150M Why This Role Stands Out Join a collaborative, low-stress team managing a portfolio of large corporate clients across sectors such as specialty chemicals, automotive, hospitality, gaming, energy, and project finance. You’ll enjoy: * Fully paid family medical coverage * Generous PTO and true work-life balance * Twice-yearly bonuses * Close collaboration with senior leadership * A stable, long-term environment focused on quality relationships over sales pressure What You’ll Do * Portfolio Management: Support and manage a portfolio of approximately 10 major corporate accounts with exposures ranging from $25M to $150M. * Credit Analysis: Perform financial modeling, projections, and sensitivity analysis. Review balance sheets, income statements, and cash flow statements to evaluate creditworthiness. * Relationship Support: Serve as the point of contact for existing borrowers, assisting with credit agreements, loan documentation, and annual reviews. * Loan Structuring: Draft term sheets, coordinate with agent banks, and ensure smooth loan closings under senior management guidance. * Compliance: Maintain “Know Your Customer” documentation, ensure Bank Secrecy Act (BSA) compliance, and perform periodic customer due diligence. What We’re Looking For * Experience with large corporate lending—deal sizes $25M+ preferred * 5+ years in commercial credit analysis, underwriting, or portfolio management * Strong financial modeling and Excel skills * Ability to write concise credit applications and present findings clearly * Comfort working with mid-size to large global corporates across diverse industries * Bachelor’s degree in Finance, Accounting, or related field About the Environment This is not a high-pressure sales role. You’ll be joining a tight-knit, professional team that values long-term relationships, thorough analysis, and a balanced workday. Salary: Depending on experience & skill ($125,000 - 150,000) Plus 2 bonuses per year 401K fully paid benefits #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job DescriptionManhattan, New York Salary range: $95,000 - $110,000 The Project Finance Credit Analyst assists in the active management of a loan portfolio with a focus on large projects in various industries including data centers, infrastructure, renewable energy, LNG liquefaction and export terminals. The incumbent is responsible for risk grading and risk analyses/credit approval for annual reviews, amendments, renewals and/or modifications, related documentation, and the organized tracking and monitoring of account and portfolio performance. ESSENTIAL DUTIES & RESPONSIBILITIES • Assist in monitoring the loan portfolio and updating risk management reporting tools, in collaboration with management, loan operations staff and other key stakeholders., • Monitor reporting and compliance requirements in loan documentation; review deliverables to confirm acceptable performance and ratings., • Coordinate with key internal partners to support servicing of existing customer base., • Ensure timely completion and tracking of internal deliverables such as reviews and renewals for existing credit customers., • Work in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable., • Identify and resolve operational and credit issues with loans held in portfolio., • Evaluate and make recommendations of loan amendments, increases, extensions and modifications., • Prepare and present deal-screening memorandum and prepare approval memorandum concisely analyzing borrower/guarantor/off taker’s financial condition, perform cashflow and collateral analysis, base and downside projection analysis, and analyze credit metrics to determine credit risk., • Run risk rating model, interpret and support the risk rating recommendation., • Ensure compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory requirements; identify and report exceptions and mitigate., • Assess industry/market/external factors impact on the credit transaction., • Monitor adequate completion of credit approval process, closing and post approval items., • Participate in ongoing pipeline meetings., • Maintain trend cards on a timely basis and ensure that files are kept up to date and orderly., • Approve funding requests in coordination with loan operations., • Conduct post-closing credit file and maintain post-closing files., • Assist Risk Team in the management of delinquent loans and reporting on status of delinquent loans., • Perform other duties as requested. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree required, preferably in Finance, Accounting, or Economics., • 2 - 3 years of relevant experience. Understanding of Project Finance transactions desired., • Advanced analytical and financial modeling capability., • Develop and maintain in-depth understanding of commercial, economic and financial circumstances and how they impact loan borrowers and sponsors., • Self-starter with demonstrated ability to manage a transaction., • Must be proficient in MS suite of products (Word, Excel, & PowerPoint)., • Excellent communication skills (verbal + written)., • Strong interpersonal skills, and proven ability to work in a team environment. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Position: Analyst / Senior Analyst – Credit Operations & Portfolio Monitoring Location: New York, NY A leading global investment organization is seeking a detail-oriented and collaborative Analyst or Senior Analyst to support operational, administrative, and monitoring functions within its private credit investment platform. This role will be based in the New York office and will work closely with internal teams and external service providers to ensure smooth transaction execution, portfolio oversight, treasury operations, and performance reporting. Key Responsibilities Transaction Execution & Investment Support * Coordinate all operational aspects of new credit transactions, including wire processing, trade settlements, and documentation review * Liaise with loan agents and counterparties to track payments, ensure KYC requirements are met, and resolve settlement discrepancies * Maintain strong working relationships with service providers such as custodians, fund administrators, and valuation agents * Support investment teams with portfolio analytics and concentration risk analysis * Develop a strong understanding of the structural nuances across credit strategies Treasury & Liquidity Management * Forecast short- and medium-term cash needs across investment entities * Monitor cash positions, prepare reconciliations, and initiate fund transfers as needed * Support internal finance and treasury teams with capital activity planning Portfolio Analytics & System Oversight * Reconcile and validate investment data across systems (e.g., portfolio management and loan tracking platforms) * Generate and maintain dashboards and reports capturing performance metrics, return attribution, and risk exposures * Contribute to system enhancement initiatives and process improvement projects Reporting & Financial Oversight * Support investment accounting and reporting processes, including creation of new investment records * Prepare recurring performance, exposure, and operational reports for internal stakeholders * Collaborate with audit teams during annual reviews and address documentation requests Qualifications * Bachelor's degree in Finance, Accounting, Economics, or a related field * CPA or CFA designation (or progress toward) is preferred * 3–5 years of experience in investment operations, fund accounting, or credit administration * Familiarity with private credit, direct lending, or structured finance transactions is a plus * Experience with systems such as Wall Street Office (WSO), Allvue, or similar portfolio management tools is an asset * Strong Excel and data analysis skills; experience with data visualization tools is a bonus * Strong attention to detail, ability to manage competing priorities, and excellent interpersonal skills

Job DescriptionBusiness Analyst | $130,000 - $165,000 per year | Direct Hire | Hybrid What Matters Most: • Competitive Pay: $130,000 - $165,000 per year, • Schedule: Full-time, Direct Hire, • Organization that is experiencing rapid growth and tech modernizationJob Description: Join this rapidly growing and highly collaborative organization as a key member of our investment tech team, where you’ll have the unique opportunity to help build our systems and processes from the ground up. We are seeking a highly skilled and experienced Business Analyst with a strong background in investment operations. In this role, you will be instrumental in driving business process improvements, managing system implementations, and ensuring the quality and efficiency of our investment operations. If you are a proactive problem-solver with a deep understanding of financial instruments and a passion for creating impactful solutions in a dynamic environment, we encourage you to apply. Responsibilities:, • Business Process Analysis: Document and analyze business processes for investment operations, identifying opportunities for improvement and automation., • Requirements Gathering: Define and document detailed business requirements, user stories, and use cases, performing gap analysis to bridge current and future system needs., • System Implementation: Support system upgrades and new feature rollouts, specifically for SS&C CAMRA or Precision LM, including configuration and end-user support., • Quality Assurance: Create and execute test plans for system integration and user acceptance testing (UAT) to ensure all system changes are thoroughly tested., • Project Management: Manage projects from start to finish, maintain project documentation, and facilitate communication between technical and non-technical teams., • Data and Reporting: Use intermediate SQL queries for data validation and ad-hoc reporting, and create dashboards to monitor system performance and efficiency.Qualifications and Requirements:, • Bachelor's degree, • 5+ years of experience as a Business Analyst within investment management, asset management, or other financial services., • Extensive hands-on experience with SS&C CAMRA or SS&C Precision LM (end-to-end loan servicing, accounting, and reporting platform)., • Deep knowledge of investment operations processes, including trade processing, portfolio management, reconciliation, corporate actions, and accounting., • Strong understanding of financial instruments such as equities, fixed income, bank loans, and derivatives., • Knowledge of middle and back-office functions and credit lifecycle management., • Prior experience in a heavily regulated financial environment., • Proficiency with SQL for data analysis and validation., • Experience with all phases of the Software Development Life Cycle (SDLC) and various testing methodologies., • Strong analytical, problem-solving, and communication skills., • Experience in an Agile/Scrum environment is preferred. Benefits and Perks:, • $130,000 - $165,000 base salary, • Medical, Dental and Vision benefits, • 401(k) with matchYour New Organization: If you are ready to make a significant impact and contribute to a forward-thinking team, apply now to join this company’s mission of building a best-in-class investment operations platform. Offering a competitive salary, comprehensive benefits, and providing the support you need to thrive both professionally and personally, this is a career move you will not want to miss out on!Your Career Partner: The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment. The base salary range for this position is $130,000 - $165,000, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.

Job DescriptionAbout the Company A privately held real estate investment trust is adding an Investment Analyst to the team in NYC or ATL. The firm focuses on the acquisition and management of digital infrastructure assets, including cell towers, rooftop cell sites, and related assets across the U.S. The underwriting team is lean, driven, and entrepreneurial, with deep experience in real estate, telecom, and institutional investment. Position Overview We’re looking for a highly motivated and analytically sharp Investment Analyst to join the acquisitions team. This is a front-line role that involves supporting and executing real estate transactions in a fast-paced, high-volume environment. The ideal candidate will have strong financial modeling skills, a commercial mindset, and a desire to grow within a vertically integrated investment platform. Key Responsibilities: * Underwrite single-asset and portfolio acquisition opportunities across digital infrastructure * Build and maintain cash flow models, including DCF, sensitivity analyses, and IRR projections * Assist in the preparation of investment committee materials and transaction memos • Present pitch decks to the investment committee and executive leadership Collaborate cross-functionally with internal stakeholders (originations, legal, asset management, capital markets, etc.) * Support due diligence, lease abstraction, and structuring of deal terms * Manage deadlines across multiple active deals in a fast-moving, entrepreneurial environment Key Qualifications * Bachelor’s degree (Finance, Real Estate, Economics, or related field) * Internship experience required; 1–3 years of experience in real estate investment, development, private equity, investment banking, or institutional capital * Proficient in Excel modeling with strong understanding of DCF, cash flow structuring, and investment return metrics * Excellent communication and executive presence; comfortable interfacing with internal and external stakeholders * Highly organized, proactive, and intellectually curious * Exposure to telecom infrastructure, lease analysis, or RE deal structuring is a plus Who Thrives Here * Coachable, resourceful team players who are eager to grow * Candidates who can handle high-volume deal flow with urgency and precision * Those who ask smart questions and show real commitment to a career in real estate investing Interview Process * Pre-screen & assessment * Virtual interview with Sr. Analyst * Virtual interview with senior leadership * Final in-person interview in Atlanta or NYC

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. Specialty Finance Department (“SFD”) The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, and Aviation Finance. Your Role Overview: Responsible for credit evaluation and deal maintenance for transactions in Trade and Commodity Finance and/or Aviation Finance. Your Duties and Responsibilities • Reviews potential transactions in Trade and Commodity Finance and/or Aviation Finance and prepares credit memos, applications, cash flow models, and other relevant material for underwriting purposes., • Monitors assigned transactions to maintain credit quality through appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Prepares all applications and reports and makes recommendations on all amendments, waivers, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities such as managing or assisting to manage relationships with clients in assigned sector.., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 5+ years related experience in Trade & Commodity Finance, Aviation Finance, or Corporate Finance ., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transactions., • Basic knowledge of loan markets., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities., • Excellent oral and written communication skills. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus. Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at

Job Description Trustees of Phillips Academy (Andover) Investment Analyst Position 2026 – NYC Endowment Investment Office Phillips Academy is a residential secondary school in Andover, Massachusetts, founded in 1778 to educate “youth from every quarter.” The school’s $1.5 billion multi-asset class endowment provides significant operating support to the Academy, much of which enables the school’s policy of need-blind admissions. The NYC-based Investment office, which manages the Academy’s endowment, seeks an Investment Analyst for an expected 2 to 3 year position, beginning June 2026. The Investment Analyst should have some prior experience (preferably as a financial analyst at an investment manager, investment consultant or investment bank), strong excel and quantitative analytical skills, interest in investing, a demonstrated track record of academic and professional success, intellectual curiosity and a collaborative approach. Day-to-day responsibilities are focused on quantitative and qualitative analysis and evaluation of investment managers and reporting on the overall portfolio. The Investment Analyst will be joining as a key member of the small team (CIO, Investment Director, 2 Associate Directors, Investment Operations Associate, Office Manager) and follow a hybrid work schedule (at least 3 days in-office, up to 2 days remote). The Investment Analyst will be focused on assisting the investment team in research and analysis including, but not limited to: • Preparing analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall;, • Acting as point person on a set of specific investments, developing responsibility for the coverage of and communication with such managers over time, and keeping the CIO and team abreast of notable developments, with more in-depth reviews and assessments periodically, • Supporting team in sourcing, screening and analyzing prospective investment managers,, • Ultimately drafting investment and redemption recommendation memos for the Investment Committee (“IC”); presenting performance reviews and investment recommendations to the IC, • Leading and contributing to ad hoc research projects on market trends, strategies, and opportunities, • Providing regular operational support for the portfolio, • Traveling approximately 10-15% of time for conferences, diligence, and/or monitoring of existing/prospective investmentsQualifications:, • One to four years of finance or business experience, within investment management, investment banking, consulting or another relevant field., • High degree of comfort with quantitative analysis., • Proficiency in Microsoft Excel, Word, Power point; interest to master other relevant software., • Strong work ethic, organizational skills and attention to detail. Ability to set goals, prioritize tasks, communicate progress effectively and manage simultaneous projects., • Excellent written and oral communication skills., • Interest in driving analysis to a well-reasoned/supported conclusion/recommendation., • Self-motivation and strong problem-solving skills; entrepreneurial approach to challenges., • High level of professional maturity, integrity and judgement. Dependability and a sense of personal ownership of responsibilities. Track record of collaboration, working on a small team. The annual base salary range (before taxes) for this position is expected to be $125,000 -$140,000. This position is eligible for a discretionary bonus. Phillips Academy is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We encourage applications from all qualified applicants without regard to race, color, creed, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), national origin, age, disability, genetic information, military status, marital status, or any other characteristic protected by federal, state, or local law. Any offers of employment will be contingent upon successful CORI/SORI, and ADP Authorization background checks as well as unrestricted authorization to work in the United States.

Job Description DEBT CAPITAL MARKETS ANALYST NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Debt Capital Markets Analyst, at a prominent NYC Private Equity - Investment Manager. An exciting opportunity for this fast-growing and dynamic investment organization that is experiencing exceptional growth! The successful candidate will bring a strong background in Debt Capital Markets, a keen analytical mindset, and a proven track record of providing actionable insights to support business growth. They are seeking a dynamic and experienced professional to join their investment team as a Debt Capital Markets Analyst In this critical role, you will be responsible for supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets. The successful candidate will bring a background in Structured Finance, Debt Capital Markets, or Leverage Finance and a thorough understanding of financial statements, financial modeling, and general financial calculations. This position requires an ability to work independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets., • Financial modeling and cashflow analysis for real asset portfolios., • Day-to-day monitoring of the firm's debt portfolio, including covenant tracking, hedging positions, lender exposure, reporting needs, etc. across all asset verticals., • Coordinating closely with the asset and investment teams on execution processes for new investments., • Identifying and executing on future financing needs to help create the most efficient financing platform possible., • Managing third party advisors, including lending relationships, servicing partners, rating agencies, accountants, etc., • Preparing internal materials, including Investment Memorandums and transaction analyses for presentations to Investment Committee and other stakeholders., • Curating interest rate hedging products with the risk management team, • Hybrid Work Schedule The ideal candidate would have a background including: • Minimum of 3 year of investment banking, investment firm or fund experience is required.·, • Structured Finance, Debt Capital Markets, or Leverage Finance experience is preferred., • Familiarity with transportation and infrastructure assets or general leasing is preferred., • A thorough understanding of the financial statements, financial modeling, and general financial calculations is required., • Strong proficiency in Microsoft Office, including Excel and PowerPoint skills is required., • Demonstrated ability to manage junior team members, lead workstreams, and proactively drive processes., • Highly organized, proactive, and able to grasp and adapt to complex concepts., • Excellent analytical, written, and verbal communication skills., • Extremely detail oriented and organized in approach., • Proactive in seeking out ways to add additional value beyond the core responsibilities of the role., • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team., • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm., • Ability to multi-task and prioritize in a fast-paced environment., • Tenacious and persistent with a willingness to go the extra mile to support the team and Firm. Education: If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. Founded in 2014, the firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn+ of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago, and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients. SALARY RANGE: The estimated salary range is $125,000 - $145,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description The Business Strategy and Innovation Team is looking for an experienced business analyst to serve as the business partner for the firm's Portfolio & Wealth Advisory team, supporting the Chief Operating Officers of Wealth Advisory to drive the success of the team's technology initiatives. This hands-on role involves comprehensive relationship management, complex problem-solving, and delivering valuable business solutions. The ideal candidate will display a proven track record of partnering with business groups, gaining a deep understanding of their processes, identifying ways in which technology can provide business benefit, and ultimately delivering holistic, impactful solutions to meet a variety of business challenges. The individual will function as the main interface between Portfolio & Wealth Advisory stakeholders and technical teams driving and managing the successful execution of key projects. The role requires the ability to mobilize cross-functional teams towards agreed upon goals and will be accountable for reporting progress on their portfolio of initiatives on a continual basis. The right candidate will have a demonstrable history as an effective leader who appreciates teamwork, cross-departmental collaboration, and a positive work atmosphere. We operate in a flexible, problem-solving environment that encourages people to think outside the box when developing processes and tools for the project at hand. The person in this role needs to be a strategic thinker who considers the goals of the group and project when problem solving. The candidate should have excellent problem-solving skills, keen attention to detail, an inquisitive nature, a passion for excellent service, the ability to self-start and be resourceful, and a strong understanding of technology. Key Responsibilities • Strategy and Planning: Demonstrate a deep understanding of firm-wide processes and systems and the ability to gain an understanding of Portfolio & Wealth Advisory business processes, data needs, and system use. Work in close collaboration with the business to comprehend their strategy, processes, services, roadmap, and operational context to provide strategic analysis services., • Requirements Gathering: Analyze business issues, processes, and systems thoroughly to identify areas for optimization. Work with Portfolio & Wealth Advisory leadership and business users to gather requirements, helping them to define needs, challenge assumptions and refine details. Prioritize requirements and produce effective documentation for stakeholders and developers that creates a common understanding of complex issues. Collaborate with IT teams to align business requirements with technical solutions. Lead integration and user acceptance testing, resolving issues pragmatically and promptly, and continually evaluate and adjust approved solutions to achieve desired outcomes., • Project Delivery: Drive and manage the successful execution of key projects. In collaboration with internal Project Manager, create detailed project plans, requirements documentation, necessary training materials, support materials, and develop, execute, and continually improve test plans and processes to ensure successful delivery., • Stakeholder Management: Build productive relationships with key Portfolio & Wealth Advisory business stakeholders, sponsors, technology colleagues, and technology vendors. Effectively communicate complex concepts to diverse stakeholders and manage their expectations regarding project goals and deliverables., • Bachelor's Degree and 5-7 years of Business Analyst experience within the financial sector., • Solid technical background with understanding and/or hands-on experience in software development, SDLC, Agile, and Waterfall project management methodologies., • Experience working directly with external vendors as well as engineering teams and managing software development projects., • Ability to manage ambiguity and break down complex problems into actionable steps., • Excellent internal client-facing communications and ability to listen and solicit feedback from stakeholders., • Excellent written and verbal communications skills; ability to describe detailed problems with brevity and accuracy., • Driven to deliver results on time, on budget, and to the very highest standards., • Ability to deftly manage competing resources and priorities and handle multiple projects concurrently., • Familiarity with alternative investments and experience in the high-net-worth Wealth Management space preferred., • Familiarity with SQL and/or Python for extracting and analyzing data to support business decisions is a plus., • Understanding of data structures, business workflows, and systems integration concepts., • Familiarity with current and emerging standards including Snowflake and data warehouses., • Strong technical skills with exposure to various systems is preferred, such as:, • Governance and project management tools (JIRA), • System Diagram and Workflow tools, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $125,000 and $150,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description THE COMPANY Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer residents the opportunity to build brighter futures. With over $5 billion in assets under management and a portfolio of more than 27,000 units across 190+ properties in 21 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. At Standard Communities, we don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together THE POSITION The Analyst is responsible for a wide range of tasks/responsibilities including but not limited to; downloading and summarizing offering memorandums and related deal offering materials, including rent rolls, rent comparables and historical income statements; third party coordination including summarizing, organizing and disseminating due diligence reports, responding to lender and investor due diligence requests and assisting with state, federal or other agency/lender submission packages; assisting with construction funding procedures What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Construction Funding Process: Track capital expenditures and life of construction projects as it pertains to lender and investor funding requirements. Use Excel and other platforms to maintain records and reconcile sources & uses information required by lenders and investors. Manage requests for documentation and coordinate with all parties involved in the funding process. Due Diligence Coordination / Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. Assist in managing deal trackers and due diligence platforms. What You Should Have • Strong Excel modeling and quantitative skills, • Excellent verbal and written communication, organizational, presentation and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 1-3 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Previous accounting experience a plus, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • High Proficiency in Microsoft Excel required What You Should Be • “Making the call’: Strong problem solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow-through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills, • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work At this time, Standard Communities will not sponsor a new applicant for employment authorization for this position. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job DescriptionPrincipal IIOur Agency BGB is a healthcare communications agency that offers a wide range of services, including traditional pharmaceutical advertising, promotional medical education, payer marketing, and consulting services. Known for excellence and professionalism, we're hired as strategic and creative partners by our biopharmaceutical clients to drive category/brand awareness and growth. Who We Are At BGB Group, we don't just analyze the healthcare landscape-we shape it. Our Innovation x Intelligence (IxI) division is a fast-moving, insight-fueled team that blends the rigor of consulting with the creativity of brand strategy. Backed by the combined firepower of BGB Group and Kx Advisors, we help biopharma clients unlock smarter, braver strategies that improve lives. We go deep-leveraging primary research, data analysis, and real-world experience to crack complex commercial challenges across portfolio strategy, market assessment, go-to-market planning, and product launch. Who This Role is For This role is for the strategic thinkers. The ones who thrive on complexity and clarity. 💭 You love navigating ambiguity and shaping bold, actionable paths forward. 📊 You're energized by data-but you know insight is more than numbers. 🧠 You think commercially, act creatively, and lead collaboratively. ❤️ You want your work to matter-to help healthcare brands live up to their potential and make life better for people living with disease. The Role As a Principal II, you'll lead engagements that help the world's top biopharma companies make critical commercial decisions. You'll guide teams, shape strategy, and deliver work that drives real impact-from market opportunity assessments to competitive positioning and product commercialization. You'll be a trusted partner to clients and a key contributor to our practice's growth-scoping new opportunities, building relationships, and helping shape the future of our consulting offering. What You'll Do • Be responsible for balancing project management, project delivery, and business development responsibilities, • Serve as a strategy and thought partner to clients and senior officers of the firm, • Utilize IxI technology products to and client provided information to develop conclusions and recommendations (written and verbal), • Work with senior members of the team to scope and develop proposals for new projects, • Engage in practice planning discussions, including practice strategy and marketing, • Analyze research and data to uncover insights and build smart, usable recommendations, • Craft compelling, client-ready presentations that tell clear, powerful stories, • Collaborate across disciplines - working with creatives, behavioral scientists, and technologists, • Contribute to business development by building proposals and nurturing client relationships, • Help shape our practice by engaging in strategic planning and marketing initiativesWhat You Bring, • 7–8 years of life sciences consulting experience, ideally at a top consulting firm or life sciences data organization, • BA/BS required; MBA or Master's in a related field preferred, • Strong data analyst and synthesis skills-you connect dots others miss, • Proven leadership across multiple workstreams and teams, • Excellent communication and people management skills, • Foreign language skills a plus, but not required, • A self-starting, collaborative mindset-you lead with curiosity and clarityWhy Join Us?, • Small team energy, big company support-backed by BGB and Kx, • High-impact work, early responsibility-you'll contribute from day one, • A learning-first culture-mentorship, peer support, and space to grow, • A genuinely fun, curious environment-we take the work seriously, not ourselves, • Strategy meets creativity-where insight, brand, and behavior collide Base Salary: $192,000 The salary provided is for the NYC-hybrid position, which requires occasional in-office presence, and represents what a potential hire may expect to earn in this role at BGB. For candidates in other locations, salary will be adjusted to reflect local market rates. Actual salary decisions will be influenced by several factors that we use to determine overall fit, including experience (both direct and indirect), education, training, demonstrated qualifications, and organizational need. Salary is only one component of the total rewards package offered at BGB Group. BGB Group is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, age, national origin, citizenship status, sexual orientation, disability, veteran status or any category or class of person protected by law.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Vestwell CyberSecurity team is looking for an experienced, meticulous and detail-oriented security analyst to be responsible for monitoring the security systems in our organization. The security analyst's responsibilities include securing our infrastructure, filtering for suspicious activity, and finding and mitigating security risks before any breaches can occur. You will work inter-departmentally to identify and correct any flaws in our security systems. You should have a sound working knowledge of cybersecurity, including intrusion prevention and incident response. You should be detail oriented with strong analytical skills and have good communication, interpersonal, and leadership skills. What Will You Be Doing? Manage all day-to-day activities within the Security organization. This would include: • Management of Anti-Virus and Anti-Malware solutions like CrowdStrike., • Monitoring and alerting management., • Confirm infrastructure has most recent patches, updates and libraries., • Management of 1Password, • Management of vaults and user access for both passwords and keys, • Management of KnowBe4, • Phishing tests and training and response., • Develop ongoing security posture improvements., • Evaluate existing and new tooling to confirm customer PII and sensitive corporate data is protected., • Management of Nightfall DLP solution., • Evaluate existing Detection Rules., • Implement detection rules based on growth of the Vestwell platform., • Action against alerts triggered for DLP leakage., • Work closely with Engineering to provide guidance and advice on industry best practice security., • Authentication & Authorization, • Work with stakeholders to continue evolving the A&A platforms at Vestwell to adhere to industry standards and Vestwell growth., • Work closely with Legal and Compliance teams to evaluate and improve policies. The Necessities • Professional experience in computer science, programming, or related field., • Professional experience working in computer systems with some specialization in computer security., • The ability to manage competing deadlines., • Excellent verbal and written communication skills, interpersonal, and teaching skills., • Ability to anticipate, analyze, and problem-solve, • The ability to remain current on the latest technology and best practices in information security., • Proficient, or able to gain proficiency with, a broad array of security software applications and tools., • Thorough understanding of computer-related security systems including firewalls, encryption, and password protection and authentication., • Experienced with penetration testing and techniques., • Advanced training certifications may be advantageous., • CISSP, • Training or experience with SOC audits. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Vestwell CyberSecurity team is looking for an experienced, meticulous and detail-oriented security analyst to be responsible for monitoring the security systems in our organization. The security analyst's responsibilities include securing our infrastructure, filtering for suspicious activity, and finding and mitigating security risks before any breaches can occur. You will work inter-departmentally to identify and correct any flaws in our security systems. You should have a sound working knowledge of cybersecurity, including intrusion prevention and incident response. You should be detail oriented with strong analytical skills and have good communication, interpersonal, and leadership skills. What Will You Be Doing? Manage all day-to-day activities within the Security organization. This would include: • Management of Anti-Virus and Anti-Malware solutions like CrowdStrike., • Monitoring and alerting management., • Confirm infrastructure has most recent patches, updates and libraries., • Management of 1Password, • Management of vaults and user access for both passwords and keys, • Management of KnowBe4, • Phishing tests and training and response., • Develop ongoing security posture improvements., • Evaluate existing and new tooling to confirm customer PII and sensitive corporate data is protected., • Management of Nightfall DLP solution., • Evaluate existing Detection Rules., • Implement detection rules based on growth of the Vestwell platform., • Action against alerts triggered for DLP leakage., • Work closely with Engineering to provide guidance and advice on industry best practice security., • Authentication & Authorization, • Work with stakeholders to continue evolving the A&A platforms at Vestwell to adhere to industry standards and Vestwell growth., • Work closely with Legal and Compliance teams to evaluate and improve policies. The Necessities • Professional experience in computer science, programming, or related field., • Professional experience working in computer systems with some specialization in computer security., • The ability to manage competing deadlines., • Excellent verbal and written communication skills, interpersonal, and teaching skills., • Ability to anticipate, analyze, and problem-solve, • The ability to remain current on the latest technology and best practices in information security., • Proficient, or able to gain proficiency with, a broad array of security software applications and tools., • Thorough understanding of computer-related security systems including firewalls, encryption, and password protection and authentication., • Experienced with penetration testing and techniques., • Advanced training certifications may be advantageous., • CISSP, • Training or experience with SOC audits. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2025 through June 2026, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel, • Fluent (written and spoken) English Salary: $105,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionJOB TITLE: Operations Analyst, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Head of Operations LOCATION: Onsite in NYC ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Accurately capture and settle trades across asset classes in both Charles River and proprietary internal systems, • Perform daily cash and position reconciliations; investigate and resolve breaks with custodians and administrators, • Monitor investment data quality across trade, position, and accounting systems; escalate issues as needed, • Assist in interpreting credit agreements and term sheets to support operational setup and trade booking, • Collaborate with portfolio management, risk, and accounting teams to ensure timely issue resolution and data alignment, • Support new business initiatives, system enhancements, and workflow automation projectsWHAT YOU WILL NEED:, • Strong academic performance with 3+ years of experience in fixed income operations, • Understanding of trade lifecycle and basic reconciliation processes, • Strong Excel skills; ability to handle large datasets and generate repeatable reporting outputs, • High attention to detail and strong organizational skills, • Clear verbal and written communication skills; able to work cross-functionally, • Self-starter capable of managing tasks independently in a high-pressure environment A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive salary/base pay, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays (13 scheduled in 2025), • Voluntary Supplemental Insurance policies, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR EtsW6Az2W6

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1

Job DescriptionSalary: Headquartered in Jersey City, NJ, Neptune Retail Solutions is the nations premier retail marketing services company. We are experts at influencing buying behaviors through disruptive, innovative, and results-oriented solutions, including in-store, home-delivered, and digital media tactics. Our powerful advertising and promotional programs are supported through rich data and insights. The countrys largest consumer packaged goods manufacturers rely on NRS for unparalleled consumer reach and engagement. NRSs digital portfolio is making its mark on the industry. NRS digital products include Checkout 51, Freedom Platform, digital media tools/services (digital display, premium mobile, social, email, DOOH, and digital in-store). We continue to strengthen these existing tactics while expanding our product offerings, partnerships, and capabilities. We offer unique and data-led strategies for our clients to reach their most valuable shoppers. Our products continue to evolve to include best-in-class methods to deliver engaging content at the most impactful time in the most relevant geographies. Summary: At Neptune Retailer Solutions we are transforming shopping to make life better. To do so, we are adding a Data Integrity Analyst to the team! Our Global Campaign Operations team is focused on delivering exceptional customer value, flawless campaign execution, and highly specialized content management at scale. We work with advertisers and retailers to provide end-to-end social, promotional, display media and sponsored search campaign management to ensure a best-in-class experience and to transform shopping to make life better for our customers and clients. As a supportive member of the Operations group, the Data Integrity Analyst member will have the opportunity to gain insight into the growing industry of online promotions. This role will work with multiple teams to launch coupon offers and associate item UPC information to offers based on the promotion details. Additionally, the role will be responsible for updating and maintaining the Neptune Retailer Solutions database. Other daily tasks include troubleshooting barcode issues and advising on offer best practices. Training will be provided. Position Requirements: Perform at a level of high quality of output, ensuring accuracy in work completed Demonstrate precision with data input and output Adapt to a fast-paced environment and changing priorities Problem solving various types of issues Provide support to the Production/Family Code Services teams by: Interpreting coupon offers and associating Product UPCs accordingly Working with manufacturers and retailers to identify and troubleshoot offer issues Collaborating with team to resolve barcode questions and provides best practices Decoding retailer descriptions to include the brand, sub-brands, and description information Updating and maintaining coupon family codes information in the Retailer Family Code Database Assist Digital Campaign Managers in fulfillment of purchased services such as: Creation and/or optimization of Ads, Coupons, Digital Circulars, and Sales/Marketing promotional materials Respond to new or re-opened requests and escalations in a timely fashion Neptune Retail Solutions is an Equal Opportunity Employer. Applicant Privacy Notice remote work

Job Description Position Summary: The Special Assets Portfolio Manager oversees special asset and performing loan portfolios, ensuring compliance with SBA and USDA regulations. This role manages loan servicing, annual reviews, documentation, and credit risk analysis, while supporting lenders and maintaining agency guarantees through accurate, timely action and effective communication with all stakeholders. Primarily ensuring loans are serviced properly once in liquidation status with the SBA and USDA. Essential Duties and Responsibilities: * Oversee the SBA and USDA Guaranty Liquidation process, including preparing and submitting SBA guaranty purchase packages, offers in compromise, wrap-up reports, and negotiating potential repair or denial issues; prepare and submit USDA liquidation plans, and maintain ongoing communication with USDA throughout repurchase and liquidation including monthly Default Status Reports. • Manage loan workout strategies and the collections process, including collateral liquidation, foreclosure, deficiency judgment processes, and ensuring timely and effective recovery of outstanding amounts., • Serve as the primary communication liaison between the lender and SBA/USDA, ensuring prompt and accurate information exchange and compiling/submitting required periodic reports to the agencies., • Monitor and manage expenses incurred during liquidation and litigation, maintaining detailed records, cost controls, and remitting payments to the SBA via pay.gov with accurate documentation., • Order and review third-party reports—such as appraisals, environmental assessments, title reports, and business equipment valuations—to support asset management and decision-making., • Supervise the Servicing Credit Analyst (including Decimal Point), reviewing all financial spreads and narratives prepared by them, and assist borrowers with servicing actions on their loans in compliance with lender, SBA, and USDA policies and procedures., • Collect all required financial documents and supporting materials to maintain covenant and regulatory compliance; review borrower service requests and gather information for recommended actions aligned with lender policies, agency regulations, SOPs, and CFR., • Underwrite servicing actions—including loan modifications and annual reviews for SBA 7a, USDA, Main Street, and conventional loans—and process amendments such as collateral releases, pricing adjustments, risk-rating changes, and other required modifications in collaboration with legal counsel and lenders., • Manage all aspects of portfolio management according to lender credit policy and SBA/USDA procedures for respective loan portfolios, including portfolio monitoring, collections on past due accounts, collection of financial documentation, annual reviews, and ongoing communication with SBA/USDA., • Complete comprehensive narrative annual reviews for each existing SBA/USDA loan, covering business and personal financial analysis, credit analysis, lien perfection, property valuation, industry comparisons, risk identification and mitigation, and loan grading recommendations., • Conduct quality assurance reviews of SBA/USDA credit files prior to audits and regulatory reviews, ensuring proper implementation of LSP, lender, and SBA/USDA business policies and procedures, and promote adherence to compliance requirements., • Fulfill additional portfolio management duties, such as managing financial and insurance ticklers, collecting necessary statements and policies, preparing SBA/USDA loan files for audits, and participating in special projects to support the SBA/USDA servicing department as needed., • Continue to improve individual performance, with a goal of processing 9-12 actions a month, • Improve quality of credit analysis as needed., • Respond to external customer emails, correspondence and phone calls in a timely manner (24-48 hours.), • Respond to management requests in a timely manner. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: • Bachelor’s degree in Finance, Accounting preferred., • Knowledge of the SBA and USDA rules and regulations, preferred., • Strong credit skills., • Leadership and motivational skills, good written and verbal communication skills, decision-making and analytical skills and ability to work well under pressure., • Operate other standard office equipment; type accurately at a speed necessary to meet the requirements of the position; organize work, set priorities and exercise sound independent judgment within established guidelines; interpret, apply, explain and reach sound decisions., • Ability to read and comprehend instructions, short correspondence, and memos., • Ability to write simple correspondence., • Ability to write basic routine reports and correspondence., • Ability to interact effectively with management, other employees, customers, and representatives from other organizations., • Diplomacy in dealing with internal and external clients., • Strong credit skills required., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability review information and solve problems quickly., • Strong ability to manage time. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job in a remote capacity. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the remote work environment is typically quiet, dependent upon the employee’s home office setup. Our remote team thrives in an atmosphere that encourages diligence and achievement, while also fostering a supportive and enjoyable virtual workplace.

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance acquires and operates companies focusing on life and annuity insurance and reinsurance solutions. Aquarian Investments deploys capital across the capital structure and creates tailored financing solutions that help high-quality companies grow and evolve. Since its founding in 2017, Aquarian and its relying advisers have grown to serve as investment managers on approximately $25.6 billion in book value assets under management as of June 30, 2025. Our business groups bring experience and expertise in building successful operations, managing assets effectively, and harnessing innovation – along with the necessary resources – to create long-term value. For more information, visit aquarianlp.com. The Role Aquarian Investments is seeking an exceptional Intern to join the Investments Team in the Summer of 2026. Aquarian is a registered investment advisor specializing in alternatives and special situation investments. The Investments Team focuses on evaluating a pipeline of new opportunities and managing a portfolio of executed investments across credit, real estate, private ABS, and private equity. As an intern at Aquarian, you'll be a real part of the team, working with our experts and learning about the industry, our partners, and our firm. You'll have plenty of opportunities to develop new career skills and make meaningful connections working out of our New York City office. Based on your performance evaluation at the end of the internship, you will be considered to join our full-time Analyst Program once you've graduated. Specific responsibilities of the internship include: · Assist the team in performing due diligence, creating and building complex financial models, and preparing investment committee presentations · Support the team in portfolio management activities including periodic and ad-hoc reporting on executed transactions · Collaborate with other members of the broader Aquarian team to fulfill operations, finance, and legal requests Development opportunities include: · Sharpen Microsoft Excel and PowerPoint skills · Build knowledge of financial analysis, valuation, and modeling · Exposure to various asset classes across the capital structure · Improve analytical skills through industry and market research · Learn effective professional communication (written and verbal) · Interact with external partners of the firm through networking events Basic qualifications: · Currently enrolled in a bachelor's program and will be enrolled in the Fall of 2023 · Completed two or more years of college coursework (should be a rising Junior or Senior) · Be able to commute to our New York City office (5 days a week) · Be legally eligible to work in the U.S. indefinitely Preferred qualifications: · Minimum cumulative GPA of 3.5 · Actively pursuing a bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or related fields · Demonstrated interest in investing and finance through coursework and/or extracurricular activities · Excellent computer skills, including Microsoft Excel and PowerPoint · Strong analytical, organizational, and communication skills · Pro-active, detail-oriented, and deadline-driven approach · Flexible, self-motivated, and able to excel in a fast-paced, team environment with limited direct supervision

Job DescriptionDescription: Summary As an Investment Analyst at Radial Power, you will play a pivotal role in driving our core investment activities focused on identifying opportunities in the development of new energy assets. This role requires a keen understanding of technical, economic, and regulatory aspects within the clean energy sector. You will contribute to Radial Power's mission of decarbonizing real estate properties while unlocking significant economic value. Reporting to the VP of Partnerships and M&A, you will support all aspects of the investment lifecycle, from capital raising to deployment and asset management. Requirements: Key Job Responsibilities • Market Research: Conduct deep research on various technologies, markets, and sectors within distributed commercial and industrial (C&I) clean energy solutions. Synthesize findings to identify areas of interest for investment., • Opportunity Evaluation: Review incoming opportunities and analyze them to recommend pursuit, including customer proposals and portfolio acquisitions., • Due Diligence: Support due diligence of selected investment opportunities, including valuation analysis, transaction document review, and primary research., • Deal Structuring and Negotiation: Assist in deal structuring and negotiation, including modeling negotiated terms and their impact on Radial Power and other stakeholders., • Customer Engagement: Facilitate customer interaction by preparing and delivering presentations of distributed energy deployment plan proposals to potential clients. Ensure clear communication of value propositions and benefits., • Relationship Management: Maintain ongoing relationships with customers, addressing inquiries, providing project progress updates, and ensuring customer satisfaction throughout the investment lifecycle., • Operations Support: Facilitate daily operations of the investment team, ensuring smooth coordination and execution of investment activities., • Understanding of valuation methods, including project finance debt and equity cashflow modeling, discounted cash flow analysis, and public comparable companies' analyses., • Proficiency in quantitative analysis of investment opportunities, including financial modeling., • Knowledge of various distributed energy technologies, such as solar, battery energy storage systems (BESS), electric vehicle (EV) charging, and energy efficiency solutions., • Attention to detail in both quantitative and qualitative analysis., • Strong written and verbal communication skills, with experience in investment committee memoranda and customer presentations. The Investment Analyst may be required to endure the following physical activities, environmental conditions, and physical demands: • remain in a stationary position, often standing or sitting for prolonged periods,, • moving about to accomplish tasks or moving from one worksite to another,, • adjusting or moving objects up to 20 pounds in all directions,, • repeating motions that may include the wrists, hands and/or fingers, and, • assessing the accuracy, neatness and thoroughness of the work assigned.

Job Description The Atlantic Group has partnered with a private equity firm in the Manhattan area. They have an immediate need for a Loan Operations Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Position: Loan Operations Analyst/Closer Schedule: 9–6pm, M–F | Hybrid (Mon & Fri WFH) Responsibilities: -Manage loan settlements and transfers (ClearPar & paper docs), including wires and transaction details. -Reconcile and track activity for 85+ loans across portfolios; coordinate with administrators, custodians, and agents. -Maintain loan schedules (balances, costs, amortization, unfunded commitments). -Support leverage reporting, compliance, and quarterly portfolio releases. -Update cash flow and IRR data, prepare loan/custodian fees, and assist with audits. -Handle ad hoc reporting on holdings and investment activity. Qualifications: -Bachelor’s degree in accounting -2+ years of experience in Loan Operations -Bank loan experience -Security Master system experience ID: 40684

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: • Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members, • Assist origination team in identifying and closing target counterparties (across industries and asset types), • Prepare financial models and related analysis to support investment recommendations and track ongoing investments, • Bachelor's degree in a relevant field; advanced degrees encouraged, • 5+ years' relevant experience in law, finance/credit, or advisory/consulting, • Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation, • Strong written/oral communication, equally comfortable with expert and non-technical colleagues, • Excellent organizational skills and high attention to detail, • Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods, • First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables, • Prior extended experience at a hybrid or remote-first organization

Job Description Energy Impact Partners LP (EIP) is a global investment platform leading the transition to a sustainable energy future. EIP brings together bold entrepreneurs and some of the world’s most forward-looking energy and industrial companies to advance clean energy innovation. EIP has approximately $4.5 billion in assets under management and invests globally across venture, growth, and credit. We are seeking an Analyst to join our in-house legal team, led by the firm’s General Counsel. Our in-house legal team works closely with internal departments, external vendors, investors and portfolio companies to support the firm’s business functions both in the U.S. and abroad. This role will provide support to the General Counsel’s office on various internal and external legal initiatives, offering invaluable hands-on experience and insight into how a private equity firm’s in-house legal team operates. This role is based in New York, NY. Responsibilities: • Support the drafting and negotiation of legal contracts (e.g., NDAs, vendor agreements)., • Review executed legal documents and commercial agreements for ongoing compliance., • Manage intake for the firm’s legal ticketing system to ensure legal requests are addressed efficiently., • Liaise between vendors, counsel, portfolio companies, and stakeholders both internally and externally., • Support the legal team on a variety of routine and complex matters, including strategic firm initiatives., • 0-2 years of relevant experience and strong interest in pursuing a legal career., • A Bachelor’s degree with demonstrated history of academic success., • Excellent written and oral communication and interpersonal skills., • Strong critical thinking, analytical and problem-solving abilities., • Exceptional attention to detail, self-motivation, proactivity, organizational skills, and a willingness to learn., • Intellectual curiosity and humility., • The ability to maintain a high level of discretion and confidentiality. The base compensation for this position is $80,000, and this role is bonus eligible. Final salary compensation will be determined at time of offer and will be based off a combination of years of experience, skills, education, and applicable licenses/certifications. Employees are also eligible for an annual performance-based bonus, and non-monetary company benefits including medical insurance, PTO days, parental and sick leave benefits, 401k retirement benefits, and more.

Job DescriptionSalary: Job Summary The Investment Senior Analyst will support the execution of the companys project and corporate financing strategy, working closely with the Investments team. This individual will play a critical role in financial modeling, investment analysis, and due diligence support for project-level financing and internal investment processes. The ideal candidate will have 13 years of relevant experience in project finance, investment banking, or renewable energy and will contribute meaningfully to the teams transaction execution and internal governance functions. This position offers significant exposure to capital providers, senior leadership, and cross-functional teams involved in delivering clean energy projects across the U.S. Reporting Relationships This role will report to theInvestment Director Responsibilities Capital Raising Support • Assist in the execution of project and portfolio-level capital raising activities, including tax equity, debt, and sponsor equity transactions., • Prepare and update materials such as financial summaries, investor presentations, and data room documents., • Maintain and update project-level financial models under the supervision of the Investment Director., • Perform scenario analysis and sensitivity testing on project economics., • Assist with the preparation of internal Investment Committee (IC) materials and presentations., • Take notes during IC meetings, help draft minutes, and ensure records of decisions and approvals are maintained., • Support preparation of periodic reports to financing partners (e.g., quarterly updates, compliance checklists)., • Help track key investor terms, preferences, and deadlines., • Collaborate with the development, engineering, and finance teams to align assumptions in financial models., • Coordinate with external consultants (e.g., independent engineers, appraisers) during due diligence processes., • Assist with internal reporting related to capital markets activities and project-level economics. Qualifications • Bachelors degree in finance, economics, business, engineering, or a related discipline., • 13 years of relevant experience in project finance, investment banking, financial modeling, or renewable energy., • Proficiency in Excel-based financial modeling; familiarity with PowerPoint and CRM/document management systems is a plus., • Strong attention to detail and ability to synthesize data into clear, concise outputs., • Organized, proactive, and comfortable working in a fast-paced, cross-functional environment., • Passion for the renewable energy industry and enthusiasm to grow within the Investment function. As a candidate for this position, your salary and related elements of compensation will be contingent upon your work experience, education, licenses and certifications, and any other factors UGE deems pertinent to the hiring decision. remote work

Job Description Municipal Surveillance Analyst - General Obligation, Health Care and Higher Education Sectors Position Summary Top Insurance provider is seeking an Analyst to join the U.S. Public Finance Surveillance team. This employee would be responsible for collection and organization of data from various sources as well as be part of the team reviewing, analyzing, monitoring and reporting on a large portfolio of U.S. Public Finance credits. Analyst will report to two MDs, one who covers the general obligation sector and another who covers the health care and higher education sectors. Primary Responsibilities • Complete analysis and, where appropriate, prepare written reviews of credits in the assigned sectors adhering to a review schedule, • Develop and maintain understanding of the key risk attributes of the assigned portfolios, • Monitor credit quality and trends with respect to individual risks and the assigned portfolio as a whole, • Perform analysis on ad hoc basis for reports to senior management and the Board as well as in conjunction with special projects, • Assist in the preparation of material (including charts and graphs) for presentation of sector reviews, • Effectively manage client and other external relationships, • Process amendment, waiver and consent requests, and interact with obligors, bankers, rating agencies, advisors or others, as required Candidate Background • Bachelor’s degree, preferably in accounting, public administration, economics or business, • 0-3 years’ experience in relevant area preferred (rating agency, government, hospital/higher education finance, accounting, economics or business), • Team player with ability to multi-task several projects at a time, • Ability to analyze and project cash flows, • Strong written and oral communication skills with ability to effectively convey information clearly and concisely, • Strong organizational skills and detail oriented, • Excellent time management skills, with willingness to work additional hours when needed, • Self-starter with the ability learn quickly and retain information or processes, • Ability to use various external apps (including Microsoft 365: Excel, PowerPoint and Word), navigate internal IT systems, and conduct research through various information sources (e.g., Google, Bloomberg, EMMA HYBRID, 3 DAYS IN OFFICE . Company DescriptionGlobal Non profit Firm!Global Non profit Firm!

Job DescriptionSalary: $80,000 to $100,000 The Arc Companies We are seeking a highly motivated and detail-orientedData Analyst and IT Administrator for the Arc Companies real estate, venture and family office activities. Arc is an entrepreneur led firm where bright, creative thinkers have joined together to do venture capital, opportunistic real estate, and portfolio investing. We foster learning from each other and growing personally and professionally. Join the Team! Our new team member will use you will be responsible for interpreting data, analyzing results, and providing actionable insights to drive informed decision-making for all of our teams. In addition, you will work with our outside technology support vendors to manage our on-site and cloud based technology resources. The Role This role will primarily focus on: • Perform exploratory data analysis to uncover trends, patterns, and anomalies, • Serving as internal subject matter expert in the areas of tech, knowledge, and information systems, • Apply statistical and analytical techniques to derive insights from complex datasets, • Conduct hypothesis testing and predictive modeling to support business objectives, • Create visually appealing and interactive dashboards, reports, and presentations, • Collaborate with cross-functional teams to design and deliver actionable insights, • Communicate findings and recommendations to stakeholders using data visualization tools, • Analyze business processes and operations to identify opportunities for improvement, • Collaborate with external managed service provider to perform day to day technology support related to software, hardware and cloud based services Relevant Skills, Qualifications and Experience Desirable • Data science, library science, information systems, information technology, or similar certification or degree, • 2+ years of directly relevant experience, • Knowledge of Microsoft SharePoint would be a plus, • Strong project management skills, • Excellent computer skills, including Excel and other Microsoft Office apps Compensation Range: $80,000 to $100,000 annually, commensurate with knowledge, skills and experience. Location:New York, NY 10017 We are an equal opportunity employer Our team members reflect that we are an equal opportunity organization and always have been. The below is brought to you by our regulatory sponsors. We are, in fact, serious about it. Arc is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws. Arc provides reasonable accommodation to employees and applicants for employment who have disabilities. You may request a reasonable accommodation, in writing, by reaching out to our Human Resources department at: The Arc Companies, Human Resources, 655 Third Avenue, 28th Floor, New York, NY 10017.

Job Description Interested in joining Blue State's Analytics team? Submit an application so you can be considered when a role becomes available. Please note: this is an "evergreen" job post (i.e. not an active job post), but your expression of interest matters to us. While interviews aren't ongoing, we're excited to connect with talented individuals who share our commitment to Blue State's mission. If you came across this job via LinkedIn, please note that it is an evergreen role; LinkedIn does not differentiate, but we prefer to. What to know As Principal Analyst, you serve as Analytics Lead and subject matter expert on projects and retainers. You are highly adept at using data, statistics, strategic insights, and your knowledge of data management, data warehousing, and digital channels—including CRM, email, media (both paid and owned)—to reach clients' goals. You are expected to work on complex accounts with ambitious goals and, at times, ambiguous challenges, and to meet those challenges with innovative solutions and deliverables. You provide coaching—training new staff, helping to shape and standardize deliverables, and sharing technical knowledge and strategic expertise across the agency as a whole as well as externally. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From UNICEF and Patagonia to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency and has 150+ employees in the US and London. A day in the life • Collect and analyze data to serve the needs of your client portfolio, including but not limited to: web traffic and user behavior, email messaging statistics, paid media performance, and social media trends, • Transform your analysis observations into insights and actionable strategic recommendations for fundraising, marketing, and communications programs, • Develop scalable industry best practices, and drive core insights from data to suggest, create, and execute multivariate or A/B tests that drive fundamental improvements, • Work collaboratively with a cross-disciplined team of creative directors, copywriters, designers, strategists, and account managers as a leader in your craft on client engagements, • Plan measurement strategies for key performance indicators, develop and execute testing plans, and monitor existing properties to ensure all tracking and data collection works properly, • Provide strategic leadership on analytics projects and act as the senior expert on analytics, data management, and data fidelity issues, • Develop effective and persuasive presentations, dashboards, and memos demonstrating the value of our work for client teams, business development, and partners, • Knowledge of performance marketing across grassroots fundraising, website strategy, supporter mobilization, customer engagement, and brand strategy, • Stays current on discipline trends and industry standards, identifies new frameworks, tools, platforms, and methodologies, and finds ways to implement them in our work., • Identifies opportunities to expand our Analytics offerings to meet business needs of clients and potential clients., • Partners with leaders at Blue State to integrate our services and deliver stronger work., • Assist with coaching and mentorship of analysts located across offices, • Work with Analytics Team leadership to identify offering, product, and project opportunities, • Unlimited time-off (inclusive of sick, personal, and vacation days), • $1,250 annually in professional development funds, • Competitive health, dental, and vision insurance, • Inclusive family planning coverage, including fertility, surrogacy, and adoption benefits, • Flexible and health savings accounts, • 401K & employer match, • Generous paid holiday schedule, • 12-week fully-paid parental leave for all parents-to-be, • Short-term and long-term disability insurance, • Pre-tax commuter benefits The salary range for this position is $112,000 - $125,000; compensation will be commensurate with experience. Some things we're looking for • 7+ years of experience in digital analytics, ideally with direct experience working on marketing, direct response, or fundraising campaigns., • Extensive experience working with CRMs and/or Salesforce Marketing Cloud, data from paid media, and a web analytics suite such as Google Analytics, A/B testing solutions such as Optimizely (or equivalent)., • You are an expert in SQL, and feel comfortable managing, optimizing, and troubleshooting in a data warehouse environment, such as BigQuery or Snowflake. The ideal candidate will have experience in data modeling, familiarity with ETL processes, and deep expertise in leveraging large datasets to enable strategic decision-making., • You have working-level experience with Python, R, or other statistical packages, as well as experience with data science and data visualization. In addition to data manipulation and processing, you have experience with statistical methods (significance testing, regression analysis, etc), and willingness to learn new data tools and programming languages., • Strong mentorship and leadership skills. You are able to create a positive learning environment and provide clear and actionable feedback. You resolve conflicts constructively. You proactively identify and communicate growth goals for yourself and others. You are an exceptional listener., • You can take a step back to see the bigger implications of your analysis work and lead program strategy. Beyond data observations, you have client presentation experience crafting the data and insights story to arrive at a strategy., • Strong collaborator and relationship builder., • Excellent communication skills. Ability to interact with all levels of end users, and colleagues., • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. Teamwork and scrappiness required. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. This position is part of the CWA collective bargaining unit; ie, the Blue State Union. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.