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Director, Fund / Client Accounting (Private Equity) At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Director to join our Private Equity - Alternative Operations Team. This role is located in New York, NY with the expectation of 4 days in office per week. In this role, you’ll make an impact in the following ways: • Direct a Fund Accounting area consisting of multiple teams responsible for accounting services including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring teams operate effectively to meet goals and objectives., • Execute business plans, contribute to functional strategy development, and set guidelines for NAV determination across various sectors and measurement cycles., • Bachelor’s degree in accounting or equivalent combination of education and experience., • 7-10 years of total work experience with at least 3-5 years in management preferred., • Proven ability to lead multiple Fund/Client Accounting teams and manage relationships with senior-level auditors and clients. Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. The base salary for this position is expected to be between $127,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term 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) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President,to join our Private Equity team.. This role is located in New York (4 day in office expectation). In this role, you’ll make an impact in the following ways: • Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives., • Oversee processes and resource allocation in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle., • Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting., • Direct and prioritize processes that verify the completeness and accuracy of disclosure in financial statements., • Provide guidance to teams to ensure accounting records comply with departmental policies and procedures and resolve complex escalated issues., • Evaluate GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation., • Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance and communicate complex accounting intricacies., • Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork., • Oversee relationships with auditors and clients to update financial reports ensuring accurate depiction of fund performance., • Bachelor’s degree in accounting or the equivalent combination of education and experience., • 5-7 years of total work experience with at least 1-3 years in management preferred. Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $205,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term 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) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture * Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. * Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. * Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. * Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership * Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. * Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. * Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. * Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration * Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. * Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. * Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. * Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. * Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. * Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management * Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. * Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. * Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. * Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement * Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. * Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. * Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience * 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. * Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. * Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. * Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. * Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. * Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies * Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. * Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. * Expertise in designing data architecture, reconciliation, and control frameworks. * Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes * Visionary yet pragmatic leader who combines strategic insight with operational execution. * Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. * Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. * Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Investment Operations

Application Deadline: Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. • Participates in deal teams to develop, present, and win mandates for new opportunities., • Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients., • Assist in preparing origination / marketing materials to pitch new transaction ideas to clients. You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries, • Understand the pricing of various convertible and derivative structures and help with the development of analysis tools, • Utilize financial analysis to proactively identify opportunities to cross-sell, • Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs., • Initiates contact with partners for new client sales., • Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility., • Reviews and continually monitors performance of existing accounts and client relationships., • Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations)., • Identifies opportunities to diversify client portfolios., • Identifies opportunities for increased efficiency and improved service to internal and external clients., • Provides analytical findings to deal teams., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Builds effective relationships with internal/external stakeholders., • Ensures alignment between stakeholders., • Uses financial analysis to proactively identify opportunities to cross-sell., • Generates updated financial models / analyses as dictated by business needs and industry requirements., • Analyzes/ assesses industry compilations., • Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables., • Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.)., • Provides feedback on, and supports continuous improvement opportunities., • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting., • Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts., • Delivers financial modeling to support strategic recommendations to clients., • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Development of relationships with buyside, • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed., • Typically between 2 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement., • 2+ years of investment banking or valuation experience at a financial analyst level., • Knowledge of capital markets, investment banking products and applicable regulations., • Credit analysis experience/ understanding., • Derivatives background/experience helpful, • Good knowledge of the organizational portfolio management policies and objectives., • Demonstrates solid deal/transaction execution and/or project management skills., • Exceptional skills in quantitative analytics, financial modeling and credit analysis skills., • Expertise in financial computer applications and database management tools., • Technical proficiency gained through education and/or business experience., • Ability to work independently and to take initiatives, • Ability to work within a team in a fast-moving, results-driven environment, • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. The salary range for this role is $175,000.00 up to $225,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) Salary: Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

• Engagement Manager (TMT), • From $200,000 + bonus, • New York | Hybrid We’re working with a boutique strategy consultancy that’s carved out a 20‑year reputation across Europe and beyond. With a growing global footprint and an entrepreneurial edge, they’re known for helping clients tackle complex strategic challenges across TMT, energy, transport, and financial services. Now expanding their influence into the US market, they’re seeking a commercially sharp strategist to help grow their telecoms practice from their newly launched New York office. The Engagement Manager will take ownership of high‑profile projects that shape strategic decisions at board level. Working in agile international teams, you’ll support and lead engagements spanning due diligence, market studies, post‑merger integrations, and value creation planning — all within a firm where content quality always comes first. The Manager will: – Structure and lead project delivery, from research design to final recommendations – Work closely with private equity, infrastructure funds, and investment banks – Analyse market dynamics across broadband, data centres and telecom towers – Translate insights into actionable, presentation‑ready strategies – Support and mentor junior consultants across global teams You Will Need: – Experience as a Manager in a strategy consulting setting – 5–8 years’ experience in strategy consulting, corporate strategy or PE/VC – Deep exposure to telecoms sector dynamics and asset models – Robust financial modelling skills including DCF, WACC and accounting principles – Strong written, visual, and verbal communication strengths – A self‑starting mindset and appetite for fast, international collaboration Why You’ll Love It: – $200,000+ base salary plus performance bonus – Medical, dental, vision cover for you and your family – 401(k) with employer match – Hybrid model with limited travel (20%) – Clear career path with merit‑based progression – Mobile phone stipend and generous time‑off policies – Work with brilliant, globally connected teams – Take the lead in a fast-scaling US operation – Gain real influence on firm direction Due to a high number of applicants, we are only able to respond to successful candidates.

Position: Senior Systems Technical Analyst Duration: 3+ year contract with the potential for conversion Location: Hybrid 3 days/week onsite in Jersey City, NJ Job Description : We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integrations to join our Capital Partners Technology team. This role serves as a key liaison between business stakeholders and technical teams, translating business needs into well-defined technical and integration requirements that support scalable, reliable solutions. The ideal candidate brings deep experience analyzing system-to-system data flows, documenting integration patterns, and supporting complex workflows across multiple platforms. The role has a primary emphasis within the Business Process Management (BPM) space and requires close collaboration with developers, architects, project managers, and business partners across the full systems development lifecycle. Experience with SEI platforms, including SEI SWP Accounting, is beneficial but not required. Key Responsibilities : • Analyze, document, and support integrations between applications, systems, and platforms, with a focus on data movement, orchestration, and workflow execution., • Define and document functional and technical requirements, including integration specifications, data mappings, and interface designs., • Document and support multiple integration patterns, including:, • API-based integrations, • Batch and data loader file integrations, • Direct ODBC and database-driven integrations, • Point-to-point and middleware-based interfaces, • Serve as an analyst within the BPM ecosystem, supporting workflow design, process modeling, and system interaction across upstream and downstream dependencies., • Develop a working understanding of orchestration tools (e.g., Airflow), including scheduling, dependencies, monitoring, and error handling., • Collaborate with business stakeholders to clarify requirements and translate them into actionable technical designs for development teams., • Partner with developers and QA teams to support integration testing, validate data flows, and confirm expected outcomes across environments., • Support troubleshooting and root-cause analysis of integration and data issues in lower and production environments., • Maintain clear, accurate documentation including methodology documents, workflows, and issue logs., • Contribute to continuous improvement of analysis and delivery practices. Qualifications : • 7+ years of experience as a Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management., • Strong experience analyzing and documenting system integrations and end-to-end data flows., • Demonstrated ability to translate business requirements into technical specifications and integration designs., • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL., • Experience working in iterative or Agile development environments and supporting integration and SIT/UAT testing., • Strong communication skills with the ability to effectively engage both technical and non-technical audiences., • Proficiency with standard documentation and productivity tools (e.g., Microsoft Office, Confluence, Jira, qTest)., • Ability to learn new platforms, tools, and technologies quickly and apply them effectively. Preferred (Not Required) : • Experience with SEI platforms, including SEI SWP Accounting., • Exposure to BPM tools and workflow-driven systems., • Familiarity with Airflow or similar orchestration and scheduling tools.

Head of Finance 📍 New York, NY (In-Person) 🏢 YC-Backed B2B SaaS | Series A | ~$10M ARR We are retained on a Head of Finance (first strategic finance hire) search with a YC-backed B2B SaaS company transforming how consumer brands manage financial operations. The company has built a purpose-built financial operations platform for brands operating in large retail environments, replacing manual workflows with automation, data visibility, and integrated systems. They operate in a large, underserved vertical with strong retention and expansion dynamics. The business is at a meaningful inflection point. Company Highlights • Approaching $10M ARR, • 147% net revenue retention, • 100+ brands on platform, • Deep integrations across major retail and ERP ecosystems, • Multi-year runway with strong capital efficiency, • Meaningful Series B fundraise planned for 2026 This is a high-retention vertical SaaS business with real product-market fit and institutional backing. The Opportunity This will be the first internal finance leader. Finance has been founder-led with outsourced accounting support. You will: • Build the finance function from the ground up, • Hire and manage FP&A and a Controller, • Own budgeting, forecasting, board reporting, and KPI infrastructure, • Partner with the CEO on pricing strategy, GTM efficiency, and capital allocation, • Lead preparation and execution of the next institutional fundraise This is a strategic, board-facing role with a clear path toward CFO. Ideal Background • 8–12+ years in B2B SaaS finance, • Experience scaling from ~$10M toward $30M+ ARR, • Series A/B fundraising exposure, • Background in investment banking, private equity, or strategic finance preferred, • Comfortable operating hands-on while building a team This is a rare opportunity to step into a scaled Series A SaaS company with strong retention, real runway, and institutional growth ahead. Equal Opportunity Employer Our client is an equal opportunity employer and is committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic under applicable law.

GlassRatner Advisory & Capital Group LLC is a leading provider of specialty professional and advisory services, including forensic accounting and litigation support, bankruptcy and restructuring, transaction support services, retained executive searches, and compliance risk, and resilience consulting. Our professionals work alongside law firms, lenders, private equity sponsors, and companies of all types on complex business challenges such as pursuing a fraud investigation or corporate litigation, planning and executing a major acquisition or divestiture, or managing through a business crisis or bankruptcy. We are seeking a Senior Associate to join our Valuation practice in our New York office. This role involves supporting complex financial analyses, contributing to the development of client relationships, and assisting in the execution of various engagements. What You’ll Be Working On: As a Senior Associate, you will play a key role on client engagements that require rigorous analysis, strategic thinking, and clear communication. Responsibilities: • Analysis of operational and financial activity and trends in complex business valuations for disputed valuations, transactional, solvency opinion, fairness opinion and financial reporting, • Gather and analyze market data, financial statements, and industry information to support valuation conclusions, • Apply analysis to economic damage cases involving lost profits, • Conduct valuation database searches to assess and select comparable companies, • Perform data analytics relevant to the investigative issues, • Prepare schedules, tables, and charts to summarize financial analysis and findings, • Support senior team members in client engagements and business development activities, • Stay current on industry trends, valuation methodologies, and regulatory developments, • Work in a team environment on multiple assignments. What We’re Looking For: We’re seeking analytically strong professionals who thrive in fast-paced environments and enjoy solving complex financial problems. Qualifications: • Bachelor’s or Master’s degree in Finance, Accounting or related field or an MBA from an accredited college/university, • CFA, ASA, or other relevant certifications are a plus, • 2-5 years of relevant work experience in finance and/or business valuations, • Strong understanding of financial statements, accounting principles, and valuation methodologies, • Proficiency in financial modeling and analysis tools (Excel, PowerPoint, financial databases), • Excellent quantitative and analytical skills with strong attention to detail, • Outstanding written and verbal communication abilities, • Self-motivated with ability to manage multiple projects simultaneously, • Strong problem-solving and critical thinking skills, • Ability to synthesize complex financial information and communicate findings clearly, • Detail-oriented with high standards for accuracy, • Excellent time management and organizational skills, • Team player with strong interpersonal abilities, • Capacity to work under pressure and meet tight deadlines, • Some travel may be required Employees at GlassRatner Advisory & Capital Group LLC receive competitive compensation and a full range of benefits. This package includes a 401(k) plan, paid time off (holidays, vacation, and sick leave), and voluntary medical, dental, and vision insurance. Additionally, the firm provides company-paid life and disability coverage. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age, or disability.

Job Overview – Private Credit Operations Manager: Compensation: $175,000 – $200,000/year + bonus Location: New York, NY Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Private Credit Operations Manager in New York, NY, with our client. In this hybrid role, you’ll oversee trade settlement, loan operations, reporting, and data integrity across private credit and direct lending strategies. You will manage daily workflows, collaborate with cross-functional teams, and use platforms like ClearPar, IHS Markit, WSO, and Loan IQ for trade processing. Ideal for operations professionals focused on automation, accuracy, and workflow optimization. Responsibilities as the Private Credit Operations Manager: • Trade Execution & Settlement: Oversee accurate and timely settlement of private credit trades by coordinating with agents, custodians, administrators, and internal teams., • Loan Operations & Systems: Manage trade processing and settlement workflows using platforms such as ClearPar, IHS Markit, WSO, and Loan IQ while resolving discrepancies., • Reconciliations & Reporting: Lead daily cash, position, and asset reconciliations and ensure accuracy for monthly and quarterly close processes., • Documentation & Compliance: Ensure proper execution, archiving, and compliance of trade documentation, including assignments, funding memos, consents, and KYC requirements., • Education: Bachelor’s degree in Finance, Accounting, Business, or related field required., • Experience: 8-15 years in private credit, direct lending, BDC, or syndicated loan operations with strong expertise in trade settlement, loan operations, and credit instruments., • Technical Skills: Advanced Excel skills and expertise with loan settlement platforms (ClearPar, IHS Markit, WSO, Loan IQ), with a strong automation- and technology-focused mindset., • Industry Knowledge: Strong understanding of LSTA/LMA trade guidelines, private credit operations, reference data management, and key operational risk controls., • Skills & Attributes: Highly analytical and detail-oriented professional with strong communication and problem-solving skills, able to manage high-volume workflows and drive process improvements. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, ___ will keep your resume on file for future opportunities and may contact you for further discussion. #47221

We are currently partnering with a growing healthcare organization in the North Bergen area on a Senior Accountant opportunity reporting directly to the Controller. This is a well-rounded role offering strong exposure across accounting and finance, with clear visibility and growth potential. Key Responsibilities: • Own month-end close activities, including general ledger and reconciliations, • Prepare and analyze financial statements and ensure accuracy in reporting, • Ensure proper revenue recognition in accordance with GAAP, • Conduct account reconciliations to maintain financial integrity, • Prepare and analyze key financial metrics and revenue trends, • Present monthly financial analysis to business leadership and collaborate on forward-looking expectations, • Review and interpret insurance carrier data, including contracts, commissions, and policy activity, • Partner with other departments to resolve accounting issues and improve financial processes, • Support forecasting, budgeting, and ad hoc financial projects, • Contribute to process improvements and system enhancements across accounting functions Qualifications: • 5+ years of total accounting experience, • 2+ years with a Top 10 public accounting firm (preferred) plus private sector/corporate accounting experience, • Strong Excel skills (advanced proficiency required), • Bachelor’s degree in Accounting, • Bright, driven, curious professional looking to grow within the organization

Working with a well-backed alternative investment platform in NYC that’s continuing to build out its finance team. This is a true fund finance seat with exposure across the full lifecycle - not a siloed role. The group is lean and pretty sharp, so you’ll be hands-on across NAV, capital activity, and investor reporting, while also getting visibility into the underlying investments and how the firm actually operates day-to-day. Responsibilities: • Support quarterly NAV closes across multiple fund vehicles, • Review capital calls, distributions, and waterfall calculations, • Coordinate with fund administrators, auditors, and tax providers, • Assist with investor reporting and LP inquiries, • Get involved in ad hoc projects tied to new fund launches and process improvements Requirements: • 2–5 years of experience in public accounting (financial services) or fund accounting, • Exposure to private equity, credit, or hedge funds, • Strong understanding of fund structures and capital activity, • CPA or progress toward it is a plus

Position Overview We are seeking a detail-oriented and highly organized Loan Servicing & Bookkeeping Specialist to support the ongoing administration of our commercial and residential mortgage loan portfolio. This role will be responsible for end-to-end loan servicing functions, investor reporting, and related accounting activities. The ideal candidate has experience in commercial and/or bridge loan servicing, strong accounting skills, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Loan Servicing • Manage day-to-day servicing of a portfolio of commercial, bridge, fix-and-flip, and specialty loans, • Board new loans and review loan documents (notes, mortgages, agreements) for accuracy, • Set up and manage borrower payment schedules, including ACH debits, • Process payments, payoffs, extensions, and loan modifications, • Monitor loan performance and track delinquencies, • Maintain accurate and complete loan files and servicing records Escrow, Taxes & Insurance • Track property taxes and insurance requirements, • Ensure timely payments and monitor for lapses or deficiencies, • Follow up with borrowers on compliance issues Investor Reporting & Remittance • Prepare and distribute investor reports, • Calculate and process remittances, including principal, interest, and fees, • Reconcile investor accounts and ensure accurate reporting Bookkeeping & Accounting • Record loan-level transactions (principal, interest, fees, advances), • Perform daily, monthly, and portfolio-level reconciliations, • Assist with general ledger entries and account balancing, • Support month-end and year-end close processes, • Coordinate with accounting and finance teams Borrower & Transfer Management • Communicate with borrowers regarding payments, notices, and servicing updates, • Send ACH debit confirmations and payment notifications, • Manage loan transfers, including borrower communication and setup with new servicers, • Ensure smooth onboarding and deboarding of loans Compliance & Operations • Ensure servicing activities comply with internal policies and applicable regulations, • Maintain audit-ready documentation and support internal/external audits, • Assist with process improvements and system enhancements Qualifications • 2+ years of experience in loan servicing, preferably with commercial or private lending products, • Experience with bookkeeping or accounting functions, • Strong understanding of loan documents and servicing processes, • Proficiency in Excel and financial reconciliations, • High attention to detail and accuracy, • Strong organizational and time management skills, • Excellent communication skills Preferred Qualifications • Experience with Encompass a plus, • Mortgage Lending Experience, • Experience with investor reporting and fund structures, • Familiarity with ACH processing and payment systems

One of the world's largest Private Equity firms is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class firm. Responsibilities: • Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary, • Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades, • Address investor requests in real time, often interfacing with internal groups to obtain relevant information, • Update and maintain marketing and due diligence materials, • Manage and maintain CRM system and investor portal, • Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses Qualifiations • 1+ years of professional experience, • Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work), • Strong numerical literacy and Excel proficiency

It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Director/Manager/Senior Executive Recruiter or Executive Recruiter (title will be commensurate with experience) Location: Remote or Hybrid - preferably based out of NY or NJ Commitment: 40 hours per week Compensation: Commission based role - percentages based on experience - significant earning potential based on performance Overview: Seeking a detail-oriented Recruiters at all levels to assist with the high volume of incoming applications. Knowledge of Financial Services Accounting or Middle Office Finance REQUIRED. This role focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or accounting/finance background who thrives on efficiently identifying talent and ensuring an exceptional candidate experience. Key Responsibilities: • Source new candidates through LinkedIn and cold messaging/calling., • Review and evaluate large volumes of incoming resumes for multiple open roles., • Assess candidate experience and qualifications against job requirements., • Categorize and prioritize applications using an applicant tracking system (ATS)., • Conduct brief screening calls as needed to confirm basic fit or interest., • Collaborate with hiring managers and full-time recruiters to align on role criteria., • Maintain accurate candidate records and notes within the ATS., • Provide weekly summaries or recommendations of top candidates. Qualifications: • 2-10+ years of experience in an Accounting, Finance or Recruiting position, • Strong ability to quickly interpret resumes across a variety of roles or industries., • Excellent judgment and attention to detail., • Familiarity with ATS platforms (e.g., Greenhouse, Lever, Workday)., • Strong written and verbal communication skills., • Self-starter who can manage workload independently in a remote environment.

No sponsorship/C2C AT A GLANCE: • Product Owner of Back Office Operations & Global Business Finance, • Hybrid in NYC (Midtown Manhattan - in-office 1 day/week until July, then 3 days/week), • 1-year contract, conversion to perm likely, • Market rate, • Needed ASAP, • Financial services experience required THE OFFICIAL JOB DESCRIPTION: Overview We’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Assets in various regions and industries, we’re known for our integrated businesses, strong investment performance, value-oriented philosophy, and our people. We’re looking for a Product Owner who can own outcomes, not just artifacts. This role blends product thinking with strong delivery discipline: shaping a roadmap, aligning stakeholders, planning intelligently, and driving execution with transparency. You’ll partner closely with Back Office Operations and Global Business Finance, helping modernize workflows and platforms in a way that is practical, controlled, and genuinely improves how the business runs. Our team has a track record of delivering ~95% of projects on time and under budget. We do that by treating ambiguity as work: we break complex initiatives into two phases—Discovery (to distill the real problem, align stakeholders, and establish a confident plan) and Delivery (to execute with clear milestones, risks, and dependencies). What You’ll Do • Own discovery. Lead structured discovery efforts to clarify problem statements, current-state workflows, constraints, and success metrics—then translate that into a plan stakeholders can believe in., • Set direction. Build and maintain a product roadmap that balances transformation, near-term outcomes, and operational stability., • Run delivery with discipline. Define milestones, manage dependencies, track progress, and surface risks early—without drama or surprises., • Be the connective tissue. Coordinate across business users, engineering, architecture, and leadership; communicate status, tradeoffs, and decisions clearly., • Bring users along. We use agile practices, but not every user group is mature in agile. You’ll build trust through honest conversations, humility, and transparency—helping partners adopt better ways of working over time., • Own the backlog. Translate needs into well-formed epics and stories with clear acceptance criteria; prioritize based on business value, risk, and effort., • Handle conflict well. Navigate competing priorities, resolve disagreements constructively, and keep teams focused on outcomes., • Champion quality and controls. Ensure solutions are operable and auditable where needed—clear definitions, controlled rollouts, and attention to reliability., • Use AI responsibly. Leverage AI tools to move faster (analysis, writing, summarizing, prototyping, documentation), while maintaining strong judgment, validation, and appropriate guardrails. What We’re Looking For • 5+ years in a Product Owner, Product Manager, Program Manager, or Senior Business Analyst role (ideally, in financial services), • Demonstrated strength in planning, budgeting, tracking, and delivery execution—you can run a tight ship without turning it into bureaucracy., • Strong stakeholder management skills: you build rapport, create clarity, and keep diverse groups aligned., • Excellent written and verbal communication; you can make complex work understandable and actionable., • Proven ability to break down complex problems and drive decisions with incomplete information., • Comfort working closely with engineering teams; you don’t need to code, but you should understand how software gets built and shipped., • High integrity and maturity: you’re transparent, consistent, and trusted—especially when things are hard. Nice to Have • Experience supporting Operations, accounting, finance, or other control-oriented business functions., • Experience working in modern delivery environments (CI/CD, cloud platforms, event-driven systems, workflow orchestration, data platforms)., • A track record of driving transformation—process, platform, or operating model—without losing the business in the process. Why Join • Real ownership: You’ll shape meaningful work that impacts day-to-day operations and firm-wide financial outcomes., • Growth through scope: You’ll operate across strategy, discovery, and delivery—building a strong foundation for senior product leadership., • A modern toolbox: You’ll work in a tech-forward environment where AI is embraced as a productivity and innovation accelerator—paired with the judgment required for real-world systems., • A team that delivers: Clear expectations, direct communication, and a culture that values outcomes over theater.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: • Lead the underwriting of proposed and existing transactions and manage transactions according to the Bank’s established guidelines and policies., • Evaluate numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models., • Develop and manage financial models analyzing the economics and risks associated with project financing structures., • Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries., • Provide ongoing monitoring of credit/covenant compliance., • Manage the renewal process by working with the Relationship Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants., • Ensure compliance with EWB regulatory and credit requirements., • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines., • Review legal documentation for accuracy, and compliance with Credit approval requirements., • Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Manager Team Lead., • Develop and maintain knowledge of market conditions. Qualifications: • Strong understanding of project finance (power/energy/renewables/solar)., • Ability to understand and advise on complex financial proposals., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills and Excel skills. Education and Experience: • Bachelor’s degree in Accounting, Finance, or Economics required; MBA preferred., • 5-10 years of experience in project finance. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

A privately held family office based in New York City is seeking a Tax Associate to support the tax planning, compliance, and reporting needs of a multi-generational ultra-high-net-worth family. The family office oversees a diverse portfolio of operating businesses, real estate holdings, investment partnerships, trusts, and personal entities, and serves as the centralized platform for coordinating financial, tax, estate, and administrative matters on behalf of the family. The family office is intentionally lean and highly service-oriented, with an internal tax function responsible for preparing, reviewing, and filing tax returns across the family’s entities and structures. This role offers meaningful exposure to complex individual, partnership, trust, and estate tax matters within a sophisticated family office environment. Position Overview The Tax Associate – Family Office will support all aspects of tax compliance, reporting, and coordination across the family office, affiliated entities, trusts, and individual family members. As a member of the internal tax department, this role is directly involved in the preparation and filing of tax returns and works closely with senior finance leadership to ensure timely filings, accurate documentation, and proactive tax planning support. This position exists to reduce the tax-related administrative burden on the family office leadership and principals by managing data collection, reconciliations, schedules, and communications related to tax compliance and planning, while contributing to the execution of in-house tax preparation and review processes. The ideal candidate is an organized, analytical tax professional with experience in public accounting, private client services, or family office environments, and is eager to build long-term expertise in UHNW tax matters. A high degree of discretion, responsiveness, and intellectual curiosity is essential. Key Responsibilities Tax Compliance & Reporting Support • Assist in the preparation and coordination of federal, state, and local tax filings for individuals, trusts, partnerships, and family entities, • Gather, organize, and reconcile tax documentation, including K-1s, 1099s, brokerage statements, and partnership schedules, • Prepare supporting schedules, workpapers, and reconciliations to support in-house tax preparation and review processes, • Track filing deadlines, extensions, and estimated tax payments and maintain tax compliance calendars, • Prepare consolidated tax reporting summaries and analyses for internal review and sign-off Trust, Estate & Planning Support • Assist with tax-related aspects of trust and estate planning by preparing data, schedules, and summaries, • Support administration of grantor and non-grantor trusts, including income tracking and distribution reporting, • Help maintain records related to estate structures, gifting activity, and inter-entity transactions Family Office Operations • Maintain organized, accurate, and confidential tax records and documentation across all entities, • Assist with financial and tax administration for personal assets, charitable giving vehicles, and family foundations, • Collaborate with accounting and finance team members to ensure alignment between financial reporting and tax reporting, • Contribute to the improvement of internal tax processes, documentation, and workflows Qualifications • Bachelor’s degree in Accounting or related field required, • CPA required, • 2–5 years of relevant tax experience, ideally in private client, partnership, or trust and estate focus, • Working knowledge of individual and trust taxation, • Strong foundational understanding of accounting principles and tax laws, • Strong attention to detail and ability to manage multiple deadlines, • Proficiency in Excel with experience using tax software and document management platforms preferred, • Excellent organizational and communication skills, • Service-oriented mindset with professionalism and discretion, • Comfortable operating in a lean, high-trust environment with evolving responsibilities Key Success Metrics • Timely and accurate preparation of tax documentation and supporting schedules, • Reduction in tax-related administrative burden for senior leadership, • Well-organized, audit-ready tax records and documentation, • Consistent follow-through on deadlines and compliance requirements Culture Fit This role requires a high level of discretion, reliability, and professionalism. The ideal candidate is detail-oriented, responsive, and motivated by providing excellent service behind the scenes. Success in this position depends on Compensation: $100,000 – $125,000 per year, dependent on experience, plus comprehensive benefits Job Type: Hybrid (expected on average 3 days per week in-person); office located in New York City

A NY-based asset manager is seeking an Investment Performance Reporting Associate with hands-on CLO experience and strong bond math expertise. The primary responsibility is to monitor the performance of a diverse portfolio of complex investments and deliver accurate, timely reporting across structured credit portfolios, including CLOs, private credit, and leveraged loans. This role reports to the Managing Director of Investment Operations and partners closely with portfolio management, operations, and accounting. Key Responsibilities: • Monitor portfolio performance and deliver timely, accurate reporting for CLOs and structured credit investments, • Analyze cash flows, tranche structures, and key performance drivers, • Apply bond math (yield, duration, spreads) to support valuation and reporting, • Ensure data integrity across systems; drive automation and process improvements, • Partner with front office and risk teams on transaction booking and ongoing surveillance, • Manage fee invoicing across funds Qualifications • (Required):2+ years of hands-on CLO experience, • Strong bond math / fixed income analytics foundation, • Experience with structured credit (CLOs, private credit, leveraged loans, real estate), • Advanced Excel; data/programming skills a plus Additional: • Strong attention to detail; ability to manage multiple priorities, • Effective communicator; collaborative, self-starter mindset At this time, the client can only hire candidates who are U.S. citizens or who have Permanent Resident status. Keywords: Investment Reporting, Performance Measurement, Structured products, CLOs, Private Credit, Loans, Excel, Data Analytics Please send resume to Jim Geiger

Working on a Manager-level fund accounting role with a growing private markets platform focused on secondaries, co-invests, and more complex fund structures. The team is lean and pretty hands-on, so this isn’t a sit-back-and-review role - you’ll be in the details while also managing two Associates. You’ll partner closely with a senior fund controller and get exposure across accounting, operations, and deal activity. Good role for someone who wants more ownership and visibility rather than being one layer removed at a larger shop. Responsibilities: • Oversee quarterly close, NAVs, allocations, and investor reporting across multiple vehicles, • Review fund administrator work (NAV packages, financials, capital activity, etc.), • Manage capital calls, distributions, and waterfall calculations, • Support deal closings, fundings, and more complex transaction activity (including secondaries), • Partner with investment team on valuations and portfolio tracking, • Help improve processes and build out infrastructure as the platform grows, • Manage and mentor two Associates Requirements: • 5–10 years of private equity fund accounting or fund admin experience, • Strong understanding of capital activity, allocations, and fund reporting, • Experience with closed-end funds, SPVs, or co-invest structures

Administrative Assistant Private Equity | New York City Hybrid | Paid Overtime + Bonus We are seeking an Administrative Assistant to join the Fund Accounting and Operations team at a leading private equity firm. This role is a great opportunity for someone who is detail‑oriented, eager to learn, and interested in gaining hands‑on exposure to private equity fund reporting and operations. The position supports both quarterly reporting deliverables and day‑to‑day operations, and offers visibility to firm executives and collaboration with teams across the organization. It’s an ideal role for someone looking to build a strong foundation in private equity while working in a fast‑paced, collaborative environment. Responsibilities • Prepare and update quarter‑end financial statements using Microsoft Word, • Track and communicate the status of quarterly reporting, including Capital Account Statements and Financial Statements, • Partner with the Valuations Reporting team to support Limited Partner quarterly deliverables, • Coordinate with Senior Fund Accountants and external auditors to provide requested documentation and support, • Code invoices for payment using Concur Invoice, • Maintain and update team trackers and calendars, • Submit expense reports on behalf of the team, • Coordinate annual CPE registrations, • Assist with organizing team‑building events and activities Ideal Candidate • Highly organized and detail‑oriented, • Comfortable working independently and as part of a team, • Positive attitude and open to taking on new responsibilities, • Quick learner who can follow instructions and process documents efficiently, • Proactive and self‑sufficient, with the ability to anticipate needs and resolve issues Qualifications • Bachelor’s degree required, • Strong written and verbal communication skills, • Demonstrates initiative, ownership, and a strong work ethic, • Team‑oriented with a collaborative mindset, • Proficient in Microsoft Office, particularly Word, Excel, and Outlook

Private equity firm in NYC is hiring a Fund Accounting Administrator to join the Fund Accounting and Operations Team. This is a temp to perm position. Responsibilities: • Prepare and update quarter-end Financial Statements using Microsoft Word, • Track and communicate the status of quarterly reporting, • Collaborate with Valuations Reporting team to provide deliverables for Limited Partner Quarterly Reports, • Coordinate with Senior Fund Accountants and external auditors to post requested support, • Code invoices for payment using Concur Invoice, • Help update the teams numerous trackers and calendars, • Submit expense reports for the team, • Sign the team up for their yearly CPE credits, • Help organize team building events and activities Requirements: • Bachelor’s degree is required, • Familiar with Microsoft Office (specifically Word, Excel, and Outlook)

RETS Associates is representing a prestigious real estate private equity firm, seeking a talented Asset Management Associate to join their commercial real estate team in New York, NY. The primary responsibilities of the role will be financial modeling and analysis of the investments made by the Fund. The analyst will work directly as an investment team member within the Real Estate Group and have direct contact with Managing Directors, Principals, Vice Presidents and Senior Associates. Main responsibilities include: • Maintaining investment level Excel models to capture complex capital structure and waterfall calculations;, • Creating sensitivity models for strategic initiatives and provide concise results;, • Participating in operational, development and leasing calls to drive the strategy of the investment;, • Updating quarterly investor communications and reporting;, • Managing ownership documentation including debt and venture agreements to ensure compliance and covenants and terms;, • Calculating quarterly asset and equity valuations and preparing documentation;, • Assisting the investment team with transactions related activities such as exits/dispositions, major lease analysis and recapitalizations. Candidates MUST have: • A bachelor's degree in finance, economics, accounting or related degree from a top tier University with a cumulative GPA of 3.5 or higher;, • No more than 1-3 years of experience in commercial real estate analysis;, • Advanced Excel skills, you must be able to create models from scratch (there is a test);, • Argus is a plus, but not necessary;, • Strong drive to succeed and work long hours in a team oriented, rewarding environment;, • Commitment to high standards of excellence and integrity;, • Strong attention to detail and ability to meet tight deadlines with ease;, • Passion for commercial real estate and desire to grow with an exceptional team.

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. The Structured Finance/Specialty Finance Senior Credit Analyst will be responsible for underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes. • Responsible for assessing the credit risk and quality of transactions in the portfolio, • Assist Relationship Manager and Portfolio Manager in underwriting and managing transactions according to the Bank established guidelines and policies, • Analyze transactions and create credit memoranda for new loans and modifications., • Analyze client financial statements, • Manage the renewal process by working with the RM and PM, the client and the credit department, • Review legal documentation for accuracy and compliance with approval requirements, • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines, • Provide ongoing monitoring of credit/covenant compliance, • Perform other administrative duties required for the maintenance of a portfolio of clients, • Ensure compliance with EWB regulatory and credit requirements, • Maintain knowledge of market conditions., • Basic understanding of structured finance and securitization., • Ability to understand and analyze financial statements., • Ability to understand and analyze complex loan structures., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills., • Bachelor’s degree required; Major or Minors in Accounting, Finance, or Economics preferred., • At least three years of experience in structured finance/securitization/specialty finance. Compensation The base pay range for this position is USD $70,000.00/Yr. - USD $100,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Partner — Private Advisory · Select Global Markets THE FIRM Ladd & Co. is a private advisory practice serving entrepreneurs, principals, and multi-generational families across transactions, capital strategy, structuring, and the management of sensitive matters across jurisdictions. The firm advises on M&A, capital placement, co-investment, international structuring, and the resolution of complex cross-border matters. Clients include ultra-high-net-worth families, single and multi-family offices, private holding companies, and institutional investors. The firm operates across New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney. THE OPPORTUNITY We are selectively appointing Partners in key markets to originate and lead client relationships on behalf of the firm. This is a principal-level arrangement for experienced professionals with established networks among business owners, family offices, and private institutions. Partners operate under the Ladd & Co. brand with full platform support — deal infrastructure, execution capability, global coordination, and institutional-quality materials. In return, they bring relationships, commercial judgment, and the ability to identify and develop high-quality advisory engagements. This is not a salaried position. Partners participate directly and meaningfully in the economics of the engagements they originate. The economics of a single successful engagement at this level are significant — this is a principal-level arrangement, not a commission role. COMPENSATION Partners earn a substantial share of advisory fees on mandates they originate. There is no base salary or retainer. The structure is designed for individuals who have the network to generate significant mandates and prefer to be compensated based on what they produce. Specific terms are discussed directly with qualified candidates. PROFILE — Established network among business owners, family offices, institutional investors, or referral professionals (private bankers, trust and estate lawyers, accounting firm partners) — Direct experience in M&A advisory, capital placement, investment banking, private banking, or a related discipline — Credibility and presence to represent the firm at the most senior level — Based in or deeply connected to your city/region, with broader international connectivity valued — Commercially driven, self-directed, and motivated by building something within a serious, independent platform Apply at laddco.com/careers All enquiries are treated in strict confidence.

ROLE DESCRIPTION Exbo Group is seeking an exceptional accounting professional with deep private equity accounting expertise to join our Controllership practice. This individual will serve as a dedicated financial accounting resource for our current and future portfolio of PE-backed, growth-stage clients — bringing specialized PE accounting knowledge that directly addresses the unique demands of sponsor-owned businesses. The Senior Associate, PE Controllership will play a critical role in delivering and scaling our controllership services. You will work directly with an experienced team to implement PE-grade accounting best practices, own month-end close activities, and serve as a trusted financial operations resource to multiple clients simultaneously. Over time, you will establish yourself as the go-to accounting leader for your client portfolio, with a clear path to serving as the controller for sponsor-backed companies and, ultimately, managing your own team members. The ideal candidate has hands-on experience in PE accounting — whether in a portfolio company controllership role, a PE-focused public accounting practice, or in-house at a PE fund — and understands the cadence, reporting expectations, and financial rigor that private equity sponsors require. You bring strong technical GAAP accounting skills, fluency with the close process in a PE environment, and the communication skills to engage credibly with both operators and investors. You thrive in ambiguity, are meticulous about the details, and are energized by working across a diverse set of growing, sponsor-backed businesses. This is an opportunity to join a rapidly growing premier advisory firm with significant upside as we scale. WHAT YOU'LL DO • Own and execute month-end close procedures for PE-backed clients, including balance sheet reconciliations, journal entries, and financial reporting packages aligned with sponsor reporting requirements, • Manage AR and AP functions, including invoice processing, collections, vendor management, and cash flow visibility — ensuring PE owners have accurate, timely operating data, • Analyze and reconcile cash and balance sheet accounts; ensure all transactions are accurately documented and properly classified in the client's accounting system, • Prepare and present client-facing financial materials — including management reporting packages, board-ready financials, and KPI dashboards — tailored to PE sponsor expectations, • Support PE due diligence processes, including data room preparation, financial statement review, and coordination with transaction advisory teams, • Support clients through audit engagements including pulling support for requests, coordinating directly with auditors, and advising the client on risk and applicable materiality thresholds., • Develop and implement accounting policies and procedures consistent with PE best practices; identify process improvements and control gaps across client portfolios, • Respond to client and sponsor inquiries accurately and promptly; proactively flag financial issues and recommend solutions, • Research and resolve accounting discrepancies, applying strong technical GAAP judgment in ambiguous or complex situations, • Collaborate cross-functionally with CFO Advisory, Transaction Services, and Tax Advisory colleagues to deliver integrated solutions to shared clients, • Participate in and lead special projects — including system implementations, policy development, and integration support for newly acquired platform companies KEY QUALIFICATIONS • Bachelor's Degree in Accounting or Finance; CPA license (or active pursuit) strongly preferred, • 3–5 years of relevant experience with a direct focus on PE accounting — including portfolio company accounting, PE-focused public accounting (audit or advisory), or fund accounting at a private equity firm, • Demonstrated understanding of PE sponsor reporting requirements: monthly close packages, EBITDA bridge reporting, covenant compliance, and investor-ready financial statements, • Experience supporting or navigating PE-related transactions, including add-on acquisitions, platform integrations, recapitalizations, or exit processes, is a strong plus, • Deep knowledge of GAAP with the ability to apply technical standards independently and in complex, multi-entity PE portfolio company environments, • High attention to detail and exceptional accuracy — PE sponsors expect clean numbers and you are accountable for delivering them, • Strong critical thinking skills; able to work through ambiguous situations and competing priorities across multiple client engagements simultaneously, • Proficiency with Microsoft Excel (advanced); experience with NetSuite, QuickBooks Desktop, QuickBooks Online, or other accounting platforms used in the lower middle market is a plus, • Superior written and verbal communication skills; able to present financial information clearly to both operational management and financial sponsors, • Proven ability to manage multiple engagements simultaneously with strong time management, organizational discipline, and professional judgment, • Genuine enthusiasm for working with a diverse portfolio of PE-backed growth companies at different stages of their investment lifecycle ABOUT EXBO GROUP Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to off-load the complex administrative burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch financial operations and CFO support to growth-stage companies nationwide from our New York headquarters. WORKING AT EXBO GROUP Exbo Group has four core values that will inform your experience working here: People are Paramount: Our people are the most important asset we have, and once great people are found, we give them trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process. Customer Obsession: Our customers are our lifeblood. We built our business in order to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust in order to build a long-term relationship. High Standards: We deliver a premium service to our customers and in return they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep customers happy. Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle towards greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our customers in order to make our workplace a fun and inclusive environment to be a part of. Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $130,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

We are working with an AmLaw100 firm looking to add a transactional tax attorney to their prestigious roster. This role is ideal for a transactional attorney who has tax expertise. • 4+ years of tax experience at a law firm or an accounting firm, • Should be comfortable with deal work related to mergers and acquisitions, private equity funds, financial products, and restructurings, • Excellent opportunity for client-facing work, • 1950 billable hours for bonus, • Market compensation If this role sounds interesting to you, let's connect. You can reach me at or 201-370-0521. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

We are seeking an associate attorney with 5+ years of experience handling personal injury defense to join our growing team! You will handle a variety of cases representing owners, developers, managers, contractors, design professionals, manufacturers, distributors, retailers, and other private, municipal and educational corporations. Experience handling construction accident/NYS Labor Law cases a plus. Salary range is $140,000-$185,000, commensurate with experience. Responsibilities: • Conduct investigation., • Analyze investigation/claim materials., • Review contracts and construction records., • Liability analysis., • Analyze medical records., • Evaluate case value based on damages., • Prepare case evaluation reports., • Prepare litigation budgets., • Attend court conferences, hearings and depositions., • Prepare pleadings, discovery and other legal papers., • Prepare discovery, dispositive and other motions., • Prepare appeal recommendation reports., • Prepare cases for mediation, arbitration or trial., • Previous experience personal injury defense., • Must have NY Labor Law Construction Accident experience., • Ability to build rapport with clients., • Familiarity with insurance claims materials., • Strong legal research skills., • Strong investigation skills., • Strong negotiation skills., • Excellent written and verbal communication skills., • Experience in using the ABA Uniform Task-Based Management System in budgeting and accounting for attorney time., • Admitted to NYS bar. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Parental leave, • Vision insurance Job Type: Full-time Work Location: Hybrid remote in New York, NY 10005

We are seeking an Associate Attorney with 1 to 5 years of experience handling personal injury/construction accident defense in New York. You will handle a variety of cases representing owners, developers, managers, contractors, design professionals, manufacturers, distributors, retailers, and other private, municipal and educational corporations. Salary range is $100,000-$140,000, commensurate with experience. Responsibilities: • Analyze investigation, contracts, client records for factual analysis., • Liability analysis., • Analyze medical records., • Evaluate case value based on damages., • Prepare case evaluation reports., • Attend court conferences and hearings., • Conduct depositions., • Prepare pleadings and discovery., • Prepare discovery and dispositive motions., • Prepare cases for mediation, arbitration or trial., • Supervise paralegals working on the attorney’s cases., • Previous experience handling personal injury/construction accident cases., • Ability to build rapport with clients., • Familiarity with insurance claims materials., • Strong legal research skills., • Strong investigation skills., • Strong negotiation skills., • Excellent written and verbal communication skills., • Experience in using the ABA Uniform Task-Based Management System in budgeting and accounting for attorney time., • Admitted to NYS bar. Benefits: 401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance Job Type: Full-time Work Location: Hybrid remote in New York, NY 10005

White Collar & Government Investigations Partner / Group - Portable Business Required SEC • DOJ • Regulatory Enforcement • Internal Investigations Fast-Growing AmLaw Firm | Nationwide Platform We are representing a fast-growing AmLaw firm actively building a national white-collar and investigations platform across criminal defense, regulatory enforcement, and internal investigations. The firm is investing heavily in lateral partners and groups who want stronger economics, institutional-grade clients, and a platform designed to scale high-stakes defense practices. This is an opportunity for white-collar rainmakers who want more than a siloed practice — it is built for partners who want cross-selling, serious trial support, and a firm that actively invests in their growth. The Platform The firm represents public companies, financial institutions, private equity sponsors, boards, and senior executives in high-exposure matters involving: • SEC, DOJ, and state attorney-general investigations, • Criminal and civil enforcement actions, • Internal and special-committee investigations, • Securities fraud, accounting, and disclosure matters, • Whistleblower, False Claims Act, and compliance issues, • Parallel criminal, civil, and regulatory proceedings Who They’re Looking For The firm is seeking partners — and partner groups — with: • A portable book of business, • Practices in white-collar defense, regulatory enforcement, or internal investigations, • Experience before SEC, DOJ, FINRA, CFTC, or similar agencies Why Partners Join This Platform This firm offers: • AmLaw-level sophistication with entrepreneurial economics, • National footprint with flexible office alignment, • Deep integration with corporate, securities, and compliance teams, • Elite trial lawyers, investigators, and e-discovery resources, • Real marketing and business-development infrastructure Explore Confidentially All inquiries are handled in strict confidence. If you are exploring a platform that offers stronger economics, institutional clients, and a serious commitment to white-collar defense, we welcome a discreet conversation.

CSI Companies is seeking a Telecom Analyst/Wireless Engineer to work with one of the top hospital systems in the country! Location: New York, NY 10016 Type: Hybrid (1-2 days per week onsite) Duration: Long-Term Contract (2+ years) Pay: $65 - $75/hr W2 Shift: Monday - Friday, standard business hours Description: Overview We are seeking a highly skilled Telecom Analyst / Wireless Engineer to support enterprise voice, telecom, and unified communications environments. This role will focus on design, implementation, maintenance, and troubleshooting of complex telephony systems, trading floor technologies, and network infrastructure across multiple platforms. Key Responsibilities • Design, implement, and support enterprise voice and unified communications systems, • Manage and maintain Cisco and Avaya telephony platforms, including upgrades and migrations, • Support call center technologies and voice recording systems, • Monitor and troubleshoot telecom and network performance using industry tools, • Provide support for trading floor communication systems (turrets, private lines, etc.), • Manage telecom infrastructure including circuits, gateways, and protocols, • Participate in data center operations, migrations, and disaster recovery planning, • Collaborate with cross-functional teams to deliver telecom-related projects, • Maintain accurate documentation, diagrams, and system configurations, • Utilize ticketing systems to track incidents, changes, and service requests Required Technical Skills Telephony & Unified Communications • Cisco Unity Connection, • Cisco Unified Communications Manager (CUCM) (8.6 – 12.5), • Cisco UCCX (Call Center), • Cisco IM & Presence, Jabber, WebEx, Teams, Skype, Spark, • Cisco PBX, voice gateways, and switching infrastructure, • Avaya Aura & Contact Center, • Trading floor turret systems (IPC, BT, Siemens, Speakerbus), • SIP, H.323, PRI, ISDN, T-1, DS-3, • PSTN technologies and private line configurations (hoots, ARDs, MRDs), • SolarWinds, Wireshark, • Call accounting systems (Veramark, Proteus, Calabrio), • Data center operations and infrastructure management, • Disaster recovery planning and execution, • Documentation tools (Visio, CAD, Microsoft Office Suite) Qualifications • Bachelor’s degree in Telecommunications, Network Engineering, IT, or related field (or equivalent experience), • 5+ years of experience in telecom/voice engineering roles, • Strong experience with Cisco and/or Avaya environments, • Experience supporting financial/trading environments is a strong plus, • Proven ability to manage complex telecom projects and migrations Preferred Skills • Experience in large enterprise or financial services environments, • Certifications such as CCNA/CCNP (Collaboration or Voice), Avaya certifications, • Exposure to cloud-based communication platforms, • Strong troubleshooting and analytical skills

About Scale At Scale AI, our mission is to accelerate the development of AI applications. For 8 years, Scale has been the leading AI data foundry, helping fuel the most exciting advancements in AI, including: generative AI, defense applications, and autonomous vehicles. With our recent Series F round, we're accelerating the abundance of frontier data to pave the road to Artificial General Intelligence (AGI), and building upon our prior model evaluation work with enterprise customers and governments, to deepen our capabilities and offerings for both public and private evaluations. About Data Engine Our Generative AI Data Engine powers the world's most advanced LLMs and generative models through world-class RLHF (Reinforcement Learning with Human Feedback), human data generation, model evaluation, safety, and alignment. The data we are producing is some of the most important work for how humanity will interact with AI. About our Billing Team We're looking for entrepreneurial Software Engineers to join our Billing Platform team. In this role, you'll have the opportunity to drive the revenue tracking and billing system for our Generative AI products. You'll be deeply involved in building flexible, new systems to support customer billing use cases, implementing complex billing partitioning schemes based on dynamic criteria, and/or improving customer invoice generation and balance visibility. You'll also get widespread exposure to the forefront of the AI race as Scale sees it in enterprises, startups, governments, and large tech companies. The ideal person is a natural entrepreneurial engineer who can take an ambiguous scope and lead the execution of outcomes, doing what it takes to hit them incl coding, talking to customers, defining requirements, etc. We strongly believe the best engineers own outcomes and deeply understand customer problems. • Design, implement, and operate flexible and accurate financial systems, • Work across backend, frontend, and accounting-related systems, • Deliver at a high velocity and level of quality to engage our customers, • Work across the entire product lifecycle from conceptualization through production, • Be able, and willing, to multi-task and learn new technologies quickly, • Provide critical input in the Billing team's roadmap and technical direction, • Work closely with cross-functional partners like finance, product, software engineers, and operations to identify opportunities for business impact, understand, refine and prioritize requirements for billing schemes and financial infrastructure., • 5+ years of software engineering experience, ideally in high-growth, product-focused environments, • Proven track record of shipping production systems at scale, • Drive reliability and performance across critical infrastructure systems, ensuring our platforms scale predictably and operate with high availability., • Strong technical depth in one or more areas: front-end frameworks, distributed systems, data infrastructure, or developer tooling, • Experience working across the stack, ideally with React, TypeScript, Node.js, Python, MongoDB, Elasticsearch, and/or Temporal, • Strong product sense and ability to translate ambiguous problems into technical solutions, • Comfortable working in a fast-paced, high-ownership environment with a bias toward execution About Us: At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications. We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at . Please see the United States Department of Labor's ___ for additional information. We comply with the United States Department of Labor's ___. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our ___ for additional information.

Position: Asset Manager– Commercial Real Estate Credit Location: New York, NY (In-Office) | Full-Time Company Description Northwind Group is a Manhattan-based real estate private equity firm and debt fund manager that focuses on investments through its discretionary closed-ended funds and balance sheet direct investments. For over 18 years, Northwind Group has been involved in the acquisition, development, financing, and management of residential, commercial, and senior-living properties valued at over $9.0 billion across more than 400 properties. Leveraging its strong track record and market experience, Northwind Group focuses on generating attractive risk-adjusted returns while maintaining rigorous investment criteria and adhering to its core values of honesty, transparency, and integrity. Northwind currently manages $3.0+ billion across five closed-ended debt funds, co-investment vehicles, SMAs, and SPEs. Northwind’s closed-ended commercial real estate debt funds (“Northwind Debt Fund”) focus on bridge lending through direct origination of commercial real estate first mortgage and mezzanine loans across various asset types, geographies, and capital structures. Job Description Northwind Group is seeking an experienced Asset Manager to join our commercial real estate credit platform. This individual will be responsible for actively managing our loan portfolio from origination through payoff, working in close collaboration with our investment, accounting, and finance teams to maximize portfolio performance. Responsibilities Loan Portfolio Management • Monitor and manage a portfolio of commercial real estate loans including bridge, ground-up construction, conversions, and select mezzanine debt positions across all asset classes, with a particular emphasis on residential product types, • Conduct regular borrower and property-level reviews, including financial statement analysis, rent roll reviews, operating statement analysis, loan reserve analysis, and covenant compliance tracking, • Maintain loan-level waterfalls, cash flow models, and portfolio tracking systems with a high degree of accuracy and attention to detail, • Maintain accurate and up-to-date loan files and asset management records in the portfolio management system Risk Management & Reporting • Prepare and present periodic asset management reports, including watch list updates, risk ratings, and portfolio-level summaries for senior leadership and investment committee, • Assist in the preparation of quarterly and annual investor reporting, • Coordinate with accounting and finance teams on loan accruals, PIK interest, fee income, and reserve adequacy, • Support audits, regulatory reporting, and lender compliance requirements as needed Borrower & Client Relations • Serve as a primary point of contact for borrowers throughout the life of the loan, maintaining professional, responsive, and solutions-oriented relationships, • Facilitate timely resolution of borrower requests, questions, and issues by coordinating internally across investment, legal, finance, and accounting teams, • Collaborate with finance and accounting on fund-level reporting, NAV calculations, and cash flow forecasting, • Liaise with borrowers, sponsors, third-party servicers, title companies, and legal counsel Construction Draw Management • Oversee and process construction draw requests from inception through completion, including review of draw packages, inspector reports, lien waivers, budget-to-actual analyses, and title continuations, • Coordinate with third-party construction inspectors, title companies, and borrowers to ensure requisitions are processed accurately and in a timely manner, • Track construction timelines, budget variances, and completion milestones; escalate material deviations to senior management, • Ensure all disbursements are in compliance with loan agreement terms and construction loan documents Legal Documentation & Compliance • Demonstrate a thorough understanding of loan documents including loan agreements, mortgages/deeds of trust, guaranties, intercreditor agreements, and participation agreements, • Monitor and track borrower obligations, financial covenants, reporting requirements, and requests throughout the life of each loan, • Review and process loan modification requests, extensions, and amendments in coordination with legal counsel, • Maintain meticulous loan files ensuring all executed documents, correspondence, and compliance items are organized and up to date Required Qualifications • 5-8 years of experience in commercial real estate credit, debt asset management, or loan servicing, • Bachelor’s degree in real estate, Finance, Accounting, or a related field. Background at a debt fund, credit REIT, or private credit platform is preferred, • Deep understanding of CRE debt structures, credit agreements, and loan documentation including loan agreements, mortgages, guaranties, and intercreditor agreements, • Exceptional attention to detail with a meticulous approach to loan file management, draw processing, and documentation review, • Proficiency in financial modeling, cash flow analysis, and property-level underwriting, • Experience working cross-functionally with investment, accounting, and finance teams, • Familiarity with fund-level reporting and investor relations, • Excellent written and verbal communication skills, with the ability to present clearly to senior management, • High proficiency in Excel, PowerPoint, Argus, financial modeling tools, and AI tools It is expected that the base annual salary range for this position will be $130,000 - $230,000. Actual compensation will depend on the candidate’s experience, qualifications, and geographic location. Employees may also be eligible for a discretionary bonus determined by company and individual performance. Northwind Group is an Equal Opportunity Employer. Northwind Group does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy status and gender identity), national origin, political affiliation, sexual orientation, marital status, disability status, genetic information, age, membership in an employee organization, retaliation, parental status, military service, protected veteran status, or other non-merit factor.

Executive Travel Manager | Private Aviation & UHNW Support (Temp-to-Perm) Firm: Global Financial Services Firm Location: Midtown NYC Engagement: Temp-to-perm, candidates must be able to interview and start quickly Permanent Base Salary: $150,000–$175,000 Must have experience with private aviation and crew coordination support. Overview A global investment organization is seeking an experienced Executive Travel Manager to support its C-Suite team. This is a highly visible, hands-on role for a travel professional who thrives in fast-paced, high-touch environments and understands the nuances of executive-level service. The Travel Manager will own end-to-end travel strategy and execution, partnering closely with the support team and external vendors to ensure seamless domestic and international travel. Success in this role requires exceptional attention to detail, discretion, adaptability, and the ability to anticipate needs before they arise. Key Responsibilities • Oversee all aspects of domestic and international travel for the CEO and select senior leaders, including private aviation and commercial flights, • Design detailed, end-to-end itineraries that account for preferences, logistics, security considerations, and contingency planning, • Coordinate ground transportation, accommodations, visas, documentation, and special travel requirements, • Monitor global travel conditions and proactively mitigate risks related to weather, health, or geopolitical issues, • Respond quickly and calmly to last-minute changes, disruptions, or urgent requests, • Partner with aviation providers and flight crews to align schedules and operational needs, • Track flight-related expenses and support accurate reporting and reconciliation, • Serve as a central point of communication across aviation vendors, crews, and internal stakeholders, • Build trusted relationships with airlines, charter operators, hotels, security providers, and travel partners, • Negotiate preferred rates, upgrades, and service enhancements where possible, • Evaluate vendor performance to ensure consistently high service standards, • Support internal and external events requiring travel coordination or guest logistics, • Track travel-related budgets and expenses with a high degree of accuracy, • Partner with finance and accounting teams on invoicing and reconciliation, • Identify efficiencies without compromising experience or quality, • Act as a primary contact during travel, including evenings or emergencies as needed, • Provide real-time problem solving while maintaining discretion and professionalism, • Travel may be required periodically (no travel expected during the first ~3 months; up to ~1x/month thereafter), • Handle sensitive personal and business information with absolute discretion, • Represent the organization with professionalism and sound judgment at all times Ideal Background • 5–8 years of experience in luxury or executive travel management, private aviation, hospitality, or private family office environments, • Demonstrated success managing complex, high-volume, and last-minute travel for senior executives, • Strong understanding of international travel logistics, documentation, and compliance, • Comfortable working in fast-moving environments with shifting priorities, • Highly organized, detail-oriented, and service-driven, • Calm under pressure, receptive to feedback, and collaborative by nature, • Flexible with hours and availability as business needs dictate

Position Overview We are seeking a detail-oriented and analytical Financial Analyst to support the financial operations of a diverse real estate portfolio, including residential, commercial, and mixed-use assets across multiple markets. This role will also assist with private investment reporting and analysis. The ideal candidate will have strong accounting, reporting, and real estate financial management experience. Portfolio: Residential, Commercial, and Mixed-Use Properties (Manhattan, Long Island, Connecticut, and other regions) + Private Investments Key Responsibilities Financial Reporting & Accounting • Prepare monthly financial statements for multiple entities and properties, • Complete monthly bank reconciliations across various accounts, • Record journal entries and adjusting entries in accordance with GAAP, • Review and approve invoices for accuracy and proper coding, • Coordinate and process real estate tax payments and other property-related expenses, • Assist in the preparation of annual budgets for properties and investments, • Prepare quarterly variance reports (budget vs. actual) with explanations, • Prepare and file RPIEs (Real Property Income & Expense statements) for NYC properties, • Assist with TC201 filings and other property-related tax forms, • Compile and provide financial reporting packages to lenders/banks, • Assist in tracking and reporting on private investments, • Support ad hoc analysis for acquisitions, dispositions, and refinancing activities Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • 1-2+ years of experience in real estate accounting or financial analysis, • Strong understanding of real estate financials and property-level reporting, • Familiarity with NYC real estate reporting (RPIE, property taxes, etc.) is a plus, • Proficiency in Excel (pivot tables, VLOOKUP, financial modeling), • Experience with Yardi accounting software preferred Salary & Benefits • Base Salary: $85,000 – $105,000 (commensurate with experience), • Health, dental, and vision insurance, • 401(k) retirement plan with employer participation, • Paid time off and holidays

Fast Growing Energy Company / International Team / Growth Opportunities This Jobot Job is hosted by: Kyle Kraus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $190,000 per year A bit about us: Based in the Bay Area, we are a fast-growing energy solutions company, on a mission to develop next-gen battery and energy storage technologies. Why join us? • Competitive Base Salary!, • Extremely Competitive Benefits Package!, • Accelerated Career Growth!, • Lead a global team! Job Details Responsibilities: • Oversee monthly consolidation and intercompany elimination entries., • Manage, train, and develop accounting staff, conducting performance evaluations and identifying training needs., • Plan and implement accounting policies and procedures aligned with the company’s financial strategy., • Oversee financial operations, including accounts payable, cash receipts, and asset management., • Lead technical accounting initiatives, including ASC 606 (Revenue Recognition) and ASC 842 (Leases)., • Direct the company’s annual financial audit, working closely with external auditors., • Monitor, analyze, and report on financial accounting data, ensuring accuracy and compliance., • Review and approve monthly account reconciliations., • Own month-end and year-end close processes, delivering timely and accurate results., • Analyze financial results versus budget and prior periods, identifying trends, issues, and areas for improvement., • Bachelor’s degree in Accounting or Finance; CPA highly preferred., • 7+ years of progressive accounting experience, with strong knowledge of general ledger and consolidation accounting; 2+ years in a people management role., • Experience in Big 4 public accounting (3+ years) and private industry (3+ years) is strongly desired. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Investments, Private Equity, Construction This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $130,000 per year A bit about us: My client is a leading construction and development firm specializing in ground-up commercial and residential projects. We are committed to delivering high-quality developments on time and within budget, combining strategic planning with hands-on construction expertise. Why join us? Competitive salary and performance-based incentives. Opportunities for professional development and growth. Collaborative, high-energy work environment. Exposure to exciting, high-profile ground-up construction projects. Job Details The Controller will oversee all financial operations of the company, ensuring accuracy, compliance, and efficiency in financial reporting and internal controls. This role is critical in supporting strategic decision-making, project accounting, and overall financial health, with a particular focus on the unique challenges of ground-up development projects. Key Responsibilities: Oversee all aspects of accounting and finance, including general ledger, accounts payable/receivable, payroll, and financial reporting. Manage project accounting for ground-up construction projects, including budgeting, job costing, progress billing, and forecasting. Ensure timely and accurate financial statements, including month-end and year-end close processes. Implement and maintain strong internal controls to safeguard company assets. Coordinate with external auditors and tax advisors, preparing schedules and documentation as needed. Provide financial analysis and reporting to support strategic decision-making, including project feasibility, profitability analysis, and cash flow management. Monitor compliance with GAAP, ASC 606, ASC 842 (if applicable), and other regulatory requirements. Collaborate with project managers, executives, and other departments to support operational and strategic initiatives. Supervise and mentor accounting staff, fostering professional growth and ensuring high performance. Qualifications: Bachelor’s degree in Accounting, Finance, or related field; CPA preferred. 7+ years of progressive accounting experience, preferably in construction or real estate development. Strong understanding of construction accounting, including job costing, percentage-of-completion, and project billing. Experience with ground-up development projects is highly preferred. Proficiency in accounting software (e.g., Sage 300, Viewpoint, or similar). Strong analytical, problem-solving, and leadership skills. Excellent communication and interpersonal skills, with the ability to work cross-functionally. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: 35, • Standard Work Schedule:, • Building: The Multi-Center Clinical Trials Manager will be an integral member of the senior leadership team within the Clinical Protocol & Data Management (CPDM) Office of the Herbert Irving Comprehensive Cancer Center (HICCC). The candidate is responsible for providing managerial oversight for CUMC sponsored multicenter trials including protocol development, site activations, data management, regulatory processing, auditing/monitoring, specimen collection, data analysis and publication. Assist in the development of multicenter clinical trial budgets, sub-site invoicing/payments and research fund accounting. Help facilitate multicenter trials confidentiality disclosure agreements and clinical trial contracts. The candidate is responsible for implementing policies and procedures that improve and stimulate the work environment, which is a key aspect of this position. The candidate is responsible for assessing workloads, competently, and assigning projects appropriately to ensure positive outcomes. The candidate must recognize and identify opportunities for continued improvement and operational efficiencies. In addition, the reputation of the institution relies on the quality of the clinical research team; this reputation in turn ensures continued positive relationships with private industry and other external agencies. This position reports to the Assistant Director, Clinical Research Operations and is primarily based out of 400 Kelby Street, Fort Lee, NJ. Subject to business needs, we may support flexible and hybrid work arrangements. Options will be discussed during the interview process. Responsibilities • Coordinating the Multi-Center Trials Operational activities of the CPDM, while providing supervision and delegation of work assignments and evaluation of the CPDM Multi-Center Coordinators; creating and promoting professional development opportunities (both internally and externally) for staff; Implementing processes and that improve, streamline, and stimulate the work environment; continually assessing trial complexity/workload and resource allocation to ensure patient safety and clinical research excellence; ensuring and promoting positive relationships and outcomes with private industry and other external agencies; assists the departmental finance administrator in maintaining accurate and up-to-date invoice statuses/payments across MCT trials., • Posts/justifies new and replacement positions, screens applicants, on-boards and trains staff (protocol, university, departmental training). Liaises with the HICCC HR representative for scheduling of HR-related functions. Makes appropriate salary recommendations for new and existing staff based on prior experience and conducts annual staff performance reviews (including establishing and continually monitoring FY goals)., • Monitors, directs, and supervises staff in a manner that facilitates efficient level of operations. Determines workloads and protocol assignments. Develops quality control mechanisms to ensure accurate regulatory submission practices on behalf of the department. Assists with IND management/submission/oversight on behalf of all applicable Sponsor-Investigator held MCT INDs., • Provides MCT protocol management and research/regulatory expertise by participating in discussions pertinent to projects at collaborative research meetings. Organizes projects and collaborates with multidisciplinary team and other health care personnel as needed to complete assigned tasks. Attends regularly scheduled conferences and meetings., • Assist the CPDM Leadership Team in developing, implementing, and executing departmental Standard Operating Procedures (SOPs). Develop standardized forms, study tools, and promote cross-coverage with CPDM Leadership to ensure coverage, provide appropriate staff updates, in-services, trainings, etc., • Collaborates with all members of the office with special attention to compliance and monitoring of MCT portfolio., • Provides protocol management and research expertise by participating in discussions pertinent to projects at collaborative research meetings., • Collaborates with investigators to develop multicenter protocols including budget development., • At least one year of supervisory experience. Experience in clinical research setting necessary, including a thorough understanding of ICH-GCP and CFR guidelines., • Excellent interpersonal and organizational skills., • Computer skills, proficiency with MS Office products (Word, Excel, PowerPoint). Columbia University is committed to the hiring of qualified local residents.

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: 35, • Standard Work Schedule:, • Building:, • Salary Range: 66,300.00 - 75,000.00 The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting., • Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: 35, • Standard Work Schedule:, • Building: Reporting to the Sr. Manager Director of Finance and Research Administration for the Department of Neurology, the Financial Analyst will support the financial management and research administration services provided to faculty in the department. The position will work with both faculty and administrative staff to ensure the department operates in a fiscally sustainable manner. Responsibilities Specific responsibilities include, but are not limited to: • Assists PIs in the development, review, submission and renewal of various types of sponsored project proposals from a variety of sponsors, including NIH, private foundations and industry., • Ensures all programmatic reporting requirements (quarterly and/or annual progress and financial reports) are completed according to sponsor and institutional requirements and timeframes., • For awarded proposals, liaises with Sponsored Projects Administration (SPA) office to ensure timely setup of award, pre-award compliance requirements are met, and all sub-awards are established., • Assigns and reconciles expense allocations (payroll and non-payroll) to funding sources with adherence to pertinent regulations, policies and procedures that govern the nature of funds., • Performs budget vs. actual reconciliation of sponsored and non-sponsored funding sources and salary allocations of faculty and staff on both project year and fiscal year basis., • Maintains funding overviews/forecasts for faculty in assigned divisions and meets with faculty to review on a regular basis., • Stays abreast of regulations, policies, and guidelines related to conduct of research; Analyzes specific issues, budget requests, and policy changes to provide feedback and recommendations to principal investigators., • Supports annual budgeting process and quarterly reforecasts through data entry into budget tool, • Completes routine internal reporting requirements required for sponsored projects (i.e. effort reporting, PI attestations, etc) and participates in regulatory audits and inspections., • Other projects as assigned. Minimum Qualifications Requires a bachelor's degree or equivalent in education and experience. Preferred Qualifications 1-2 years of experience in a non-profit environment with direct experience in grants and financial management. Other Requirements This is a high-pressure position as there are many internal and external deadlines. Requires a bright, competent and organized individual that is self-motivated, reliable, conscientious, and able to solve analytical problems, as well as plan independently. Must be able to work with all levels of staff. Position requires establishing and maintaining relationships within and across departments, as well as servicing the grant and accounting needs of Principal Investigators. The ideal candidate will possess excellent verbal and written communication skills. Proficient or Advanced Proficiency in creating and using MS Excel spreadsheets. Highly skilled in MS Word. Ability to meet deadlines and maintain required confidentiality. Knowledge of government and foundational granting requirements, grants administration and PeopleSoft financials required. Equal Opportunity Employer / Disability / Veteran Columbia University is committed to the hiring of qualified local residents.

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: full time, • Standard Work Schedule:, • Building: Columbia University Investment Management Company, LLC, ("IMC") is a wholly-owned subsidiary of Columbia University charged with stewarding Columbia's managed assets for the current and future support of the University's operations and with preserving the purchasing power of the assets over the long-term. Almost all funds are managed externally in a diversified strategy that uses active and passive management techniques across a range of asset classes. The IMC seeks professionals who embody our values. We seek those who recognize that first and foremost, we are stewards of the University. We are purposeful about the decisions we make, always mindful that decisions must reflect the strategy and the priorities of the organization. We strive to balance the art and science of investing using tools and technology to enhance decision making. We value technology in our process but know that it is most effective when combined with human judgement and eye towards assessing how we expect markets and processes to evolve over time. We are intellectually honest, holding ourselves and others to account so that we make the best decisions for long-term outperformance. Finally, we are a team. A team that shares responsibility for the inputs and outputs of our process. We believe strongly in collaboration and effective communications as requirements for success. The IMC seeks professionals who can contribute materially to the management of the portfolio. Independent thinking and open dialogue are actively encouraged, with team members contributing to the skills, thinking, qualitative and quantitative analysis related to a range of the portfolio, including equities, real estate, energy, other real assets, private equity or a variety of public market strategies. The IMC environment is one in which staff members are expected to develop professionally, work collaboratively across asset classes, and assume greater responsibilities according to ability and impact. Responsibilities Reporting to Chief Financial Officer, the Analyst will be a key contributor in executing IMC's transaction and reporting processes, as well as enhancing IMC's overall operations. Responsibilities include, but are not limited to: • Assist with the review and processing of daily transactions such as capital calls, distributions, redemptions, and transfers., • Coordinate the review and updating of monthly and quarterly manager data and ensuring investments are properly set up in IMC's portfolio accounting system., • Coordinating directly with the custodian to ensure accounts are appropriately set up and entries are made in accounting and performance measurement systems., • Collaborating closely with team members to compile, coordinate and review the monthly portfolio accounting and performance data, while identifying areas of process improvements., • Reviewing monthly reconciliations and reports and identifying issues to senior team members with a focus on controls and areas of process improvements., • Reviewing the key drivers of investment performance, assist senior team members in understanding changes in the portfolio and working with the investment team to validate observations., • Working closely with team members to provide project management support., • Coordinate the review of legal documents to verify fee arrangements and other negotiated terms., • Participate in the analysis of returns both at an individual manager and overall portfolio level., • Interfacing with investment managers to increase understanding of information disclosed in financial statements., • Identifying, recommending and implementing potential workflow improvements using new technologies., • Critically reviewing, streamlining and/or enhancing reporting tools and make recommendations to facilitate investment management and asset allocation decisions., • Bachelor's degree and or its equivalent. The candidate must have a fundamental desire to improve their understanding of a global multi asset class investment portfolio and the related best practices around operations, accounting, audit, and risk management processes. * Must be detail-oriented, have excellent applied spreadsheet skills (including financial functions, pivot tables), embraces technology (including the ability to navigate databases, productivity, and business intelligence tools), and is looking to improve the depth of their analytical capabilities. * Excellent interpersonal, written and oral communication skills are required to effectively collaborate with a variety of audiences. * In addition to strong critical thinking skills, a high degree of intellectual curiosity and commitment to continuously learn are all required to be a successful member of the IMC team. * Must have demonstrated the ability to work both autonomously and collaboratively in a time sensitive environment. * Must have the ability to manage multiple tasks simultaneously and meet deadlines for both short/long term and ad-hoc assignments. * Must have a commitment to exceptional quality and have the highest ethical standards. Equal Opportunity Employer / Disability / Veteran Columbia University is committed to the hiring of qualified local residents.

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: full-time, • Standard Work Schedule:, • Building: Student Financial Services (SFS) at Columbia University facilitates the financial experience of students during their enrollment. Supporting over 35,000 students and University teams in 17 schools, SFS focuses on excellent student service, strong support to our internal colleagues, and compliant management of processes and funds. With the upcoming changes to federal student loans, the Financial Analyst, reporting to the Associate Director, Financial Aid Loan Services, will manage operational processes connected with private lending used by students. Key constituents will be other SFS team members, school colleagues, external lenders and related vendors, and students. This role will drive excellence in efficient, effective and compliant management of private student loan funds. Responsibilities • Loan Processing, Reconciliation & Aggregate Monitoring:, • Manage loan originations and handle response and reject files from the Common Origination and Disbursement (COD) system., • Perform monthly reconciliation of Private loan programs in collaboration with University Financial Aid offices and the Controller's Office, in accordance with federal regulations and University policies., • Review student and program-level borrowing to ensure compliance with federal loan eligibility and aggregate loan limits., • Identify, research, and resolve discrepancies related to loan origination, disbursement, reconciliation, and aggregate limit usage., • Support the development and enhancement of internal controls designed to prevent over-awards and loan originations exceeding federal limits., • Aid in continuous process improvement, documentation, and standardization initiatives within the unit., • Compliance, Regulatory Implementation & Reporting:, • Ensure audit accuracy and maintain fiscal compliance with Federal Student Aid regulations and University operating procedures., • Test the implementation of new federal loan requirements which may include translating regulatory guidance into operational procedures., • Monitor the preparation of schedules, reports, and compliance documentation required for reconciliation, audits, program reviews, and regulatory reporting., • Provide reports and compliance metrics to support oversight of loan processing and aggregate limit compliance., • Systems Coordination, Testing & Data Integrity:, • Test and validate system updates in University information systems and coordinate with external vendors to support regulatory and programmatic changes. Participate in testing and validation of loan processing workflows, including origination, disbursement, COD responses, and reconciliation related to regulatory updates., • Validate data accuracy and consistency between institutional and federal systems following implementation of new loan limits and eligible grandfathering allowances., • Document system logic, edits, and exception-handling processes related to loan processing and aggregate limits., • Coordination, Training & Change Management, • Develop and maintain strong working relationships with financial aid offices to support consistent processing of Federal and Private loan awards, originations, disbursements, and reconciliation., • Serve as a subject-matter expert for financial aid staff regarding loan processing, reconciliation, and federal aggregate loan limit requirements., • Assist with the development and delivery of training materials related to loan processing procedures, system changes, and regulatory updates., • Remains current on private loan products and changes within the lending industry and identifies and issues updates to leadership and financial aid teams related to such information., • Serves as a liaison between financial aid and external lender relationship teams to provide statistical data related to the borrowing habits of students., • Resource, Policy & Information Management, • Provide support in the development, maintenance, and updates of the University Financial Aid Loan Processing Manual., • Assist with content management for the University Financial Aid Student Loans web pages, including updates related to regulatory or program changes., • Bachelor's degree or equivalent., • Experience with Federal and Private Loan programs., • Demonstrated knowledge of Federal Student Aid regulations., • Experience with PowerFAIDS Financial Aid system (or similar systems) and ELM Resources is strongly preferred., • Expertise in data analysis and visualization with large datasets., • Practical knowledge of relational database structures., • Strong proficiency in accounting principles and Microsoft Office Suite., • Must be detail-oriented with strong organizational and problem-solving skills., • Ability to manage deadline-oriented projects., • Communication & Interpersonal:, • Demonstrate strong critical thinking, interpersonal, oral, and written communication skills., • Ability to work well with all levels of employees., • Work Style:, • Must be flexible in nature, possess sound judgment, and exhibit an open, collaborative style that encourages teamwork across the organization., • Service Commitment:, • Demonstrated ability to work effectively with a wide range of University and business personnel involved in student administration activities., • Ability to work independently and successfully within a team-based environment., • Ability to manage conflicting priorities and perform effectively under deadlines., • Must be detail-oriented with strong organizational and problem-solving skills., • Ability to manage deadline-oriented projects., • Demonstrate strong critical thinking, interpersonal, oral, and written communication skills., • Ability to work well with all levels of employees., • Must be flexible in nature, possess sound judgment, and exhibit an open, collaborative style that encourages teamwork across the organization. Columbia University is committed to the hiring of qualified local residents.

As the second-largest real estate private fund administrator, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.

Job Description Job Overview A well-established Manhattan healthcare practice is seeking a compassionate, patient-focused Nurse Practitioner to provide comprehensive primary care. This full-time role combines clinic-based care with opportunities for community engagement, offering variety, autonomy, and meaningful patient connections. Responsibilities • Manage adult patients’ acute, chronic, and mental health needs, • Order and review tests; prescribe treatments and medications using evidence-based care, • Counsel patients on lifestyle, preventive care, and treatment plans, • Maintain accurate EMR documentation and handle billing/paperwork, • Collaborate with care team and participate in pre-visit planning, • Support community outreach, health promotion, and quality improvement, • Participate in on-call rotations, continuing education, and certification maintenance, • Master’s or Doctoral degree in Nursing (MSN or DNP), • Completion of an accredited Nurse Practitioner program, • Certification as a Family Nurse Practitioner (FNP), • Active New York State Nurse Practitioner license, • Current DEA registration, • BLS certification and Infection Control certification, • Strong clinical judgment and patient-centered communication skills, • Experience working with diverse or immigrant populations preferred, • Spanish or Asian language proficiency is a plus, • AAHIVM certification or LGBTQ+ health certification preferred Atlas Search is a tri-state area recruitment agency connecting new graduates, Advanced Practice Providers, Physicians, Social Workers/Mental Health Counselors, Nurse Leaders and more with hospitals, clinics, multi-specialty groups, nursing homes, managed care organizations, private practices, and healthcare start-ups. In addition to this role, our team works on similar opportunities with differing compensation ranges depending on years of experience and setting. If you would like to learn more about the many opportunities we offer, please submit your CV for consideration. Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

This Jobot Job is hosted by: Tony Fasano.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $115,000 - $145,000 per year.Are you an experienced, motivated, and detail-oriented attorney with a passion for litigation? Our law firm is seeking a Per

Job DescriptionGreetings from Donato Technologies Inc. We have an immediate opening with my client. If you are looking for a new project, please send me a copy of your updated resumes Job Title: Alteryx IT Tax Engineer Job Location: NYC, NY (onsite) Job Duration: 12+ Months POSITION OVERVIEW: • Were a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Estate, regions and industries, were known for our integrated businesses, our strong investment performance, our value-oriented philosophy and our people., • We are seeking a hands-on tax engineer responsible for driving the effective use of technology for the reporting, compliance and operation functions of Apollos Tax Team globally., • The Tax Engineer will develop solutions that optimize the Tax function, enhancing data quality, increasing automation, reducing risk, and supporting the strategic plans of the Tax department., • Key to the position are the abilities to understand the tax process requirements, capture those needs, define data dependencies and flows, manage projects, timelines, and risks, and consider the impact of regional requirements on global tax technology-based solutions.PRIMARY RESPONSIBILITIES:, • Work with finance, accounting, engineering, and other business partners to drive the implementation of tax software, establish and automate processes, • Coordinate the Tax Departments technology requirements, • Create business requirements documents, including an overall data strategy and roadmap, • Configure tax technology solutions using tools such as Alteryx, Power BI, Snowflake, Pyramid, and Python., • Manage multiple external vendors that support the Tax processes, • Monitor and stay up to date on emerging tax technology trends and continually reevaluate and revise the tax technology strategy to ensure optimal results.QUALIFICATIONS AND EXPERIENCE:, • Project management experience, leading multiple projects at the same time, • Broad-based knowledge of US and/or UK Tax., • Strong development/configuration skills in at least one of the following: Snowflake, Thomson Reuters OneSource, Alteryx, Pyramid, Python, Salesforce, RPA and Microsofts suite of products, • Strong interpersonal skills to collaborate with technology teams and business areas, • Experience with implementing tax technology solutions, including all aspects of the technology design, development, and implementation lifecycle, and working with cross-functional implementation teams to successfully integrate applications, • Excellent verbal and written communication skills, • Independent and self-motivated., • B.S. / B.A. with 5+ years of Engineering and Tax experienceMust-Have Skills:, • Alteryx Data & Analytics, Power BI, Tax Platform Jennifer Sampson Technical Recruiter ....................................................... DONATO TECHNOLOGIES, INC 12100 Ford Rd, #306, Dallas, TX 75234 Direct : (469)-342-0401 Email: Web:

Broadridge Asset Management is a leading provider of investment software solutions, serving over 600 clients across hedge funds, CLO managers, private credit funds, fund administrators, asset owners, and traditional asset managers. As Accounting Product Owner, you will play a significant role in sha

DealCloud is revolutionizing the private capital markets around the world with data, transparency, great product and sophisticated service. Individuals likely to excel come from sales roles in private capital markets, banking, expert network, consulting, accounting or financial technology with a spe

Associate Director, Private Equity Accounting. Private Equity/Real Assets fund accounting.