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Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Retail Banking Expert Type: Contract Compensation: $1,150–$1,450 per completed task Location: Remote Role Responsibilities • Review and evaluate AI-generated outputs related to consumer lending decisions, deposit account servicing, regulatory compliance, and customer communication., • Create realistic scenarios based on retail banking workflows such as mortgage origination, personal loan underwriting, account opening/closing, fraud escalation, and regulatory examinations., • Annotate, label, and validate data across retail banking use cases like credit decisioning, KYC/AML procedures, and customer dispute resolution., • Provide structured feedback on AI accuracy in areas such as banking regulations (Reg Z, Reg E, TILA, RESPA, BSA/AML), product terms, and industry-specific terminology., • Collaborate asynchronously with research teams to refine evaluation frameworks for banking-domain AI. Qualifications Must-Have • 3+ years of professional experience at a commercial bank, credit union, or retail banking institution., • Background in one or more areas such as branch operations and management, consumer or mortgage lending, deposit operations and treasury services, compliance, risk, or audit (BSA/AML, CRA, fair lending), relationship management, or private banking., • Strong analytical thinking and ability to translate retail banking workflows into structured evaluation tasks., • Clear written communication and attention to detail. Preferred • NMLS registration or banking certifications. Compensation & Legal • Task Completion Pay: Competitive and based on task quality (~$1,150–$1,450 per completed task, subject to change as the project evolves)., • Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate., • Hourly Opportunity: Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Senior Lead AI Engineer (GenAI Platform Services) Overview: At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent — along with our deep experience in machine learning — position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our customers and businesses who have come to love the products and services we build. Team Description: The Intelligent Foundations and Experiences (IFX) team is at the center of bringing our vision for AI at Capital One to life. We work hand-in-hand with our partners across the company to advance the state of the art in science and AI engineering, and we build and deploy proprietary solutions that are central to our business and deliver value to millions of customers. Our AI models and platforms empower teams across Capital One to enhance their products with the transformative power of AI, in responsible and scalable ways for the highest leverage impact. In this role, you will: Partner with a cross-functional team of engineers, research scientists, technical program managers, and product managers to deliver AI-powered products that change how our associates work and how our customers interact with Capital One. Design, develop, test, deploy, and support AI software components including foundation model training, large language model inference, similarity search, guardrails, model evaluation, experimentation, governance, and observability, etc. Leverage a broad stack of Open Source and SaaS AI technologies such as AWS Ultraclusters, Huggingface, VectorDBs, Nemo Guardrails, PyTorch, and more. Invent and introduce state-of-the-art LLM optimization techniques to improve the performance — scalability, cost, latency, throughput — of large scale production AI systems. Contribute to the technical vision and the long term roadmap of foundational AI systems at Capital One. The Ideal Candidate: You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good. Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production. You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven. You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss. You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown. Basic Qualifications: Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 6 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 4 years of experience developing AI and ML algorithms or technologies At least 6 years of experience programming with Python, Go, Scala, or Java Preferred Qualifications: 7 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud) Experience designing, developing, integrating, delivering, and supporting complex AI systems Demonstrated ability to lead and mentor an engineering team and influence cross-functional stakeholders Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production Excellent communication and presentation skills, with the ability to articulate complex AI concepts to peers Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $229,900 - $262,400 for Sr. Lead AI Engineer McLean, VA: $229,900 - $262,400 for Sr. Lead AI Engineer New York, NY: $250,800 - $286,200 for Sr. Lead AI Engineer San Jose, CA: $250,800 - $286,200 for Sr. Lead AI Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Location: On site at office location listed in job posting. Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Develop new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Maintain proper house-holding of relationships Gather financials for new and renewal opportunities with clients. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

We are seeking a highly organized, discreet, and proactive Personal Assistant to support the New York City Branch within a fast-paced international firm. The ideal candidate will manage complex schedules, coordinate international communications, and handle confidential information with professionalism and accuracy across multiple time zones and cultures. Client Details This client is a leading global financial institution headquartered in Europe, operating as one of the largest banking groups by assets worldwide. It has a strong international footprint, serving clients across North America, Europe, Asia-Pacific, and emerging markets. Description Provide high-level administrative support to Private Capital, Telecom, and Technology Coverage teams Manage complex executive calendars, including scheduling internal/external meetings and business travel Coordinate end-to-end travel logistics for senior executives (itineraries, bookings, pre-check-in, boarding passes, etc.) Oversee expense reporting, address books, and day-to-day executive support needs Screen and prioritize meeting requests, ensuring alignment with executives' priorities Support client and internal visitors, including coordinating schedules, travel, and on-site logistics Maintain calendars of quarterly earnings calls for public companies Assist in tracking and updating quarterly and annual earnings data from SEC filings and databases Support pitchbook production, including printing and binding materials for client meetings Liaise with internal teams and external vendors on IT setup, system access, and onboarding needs Coordinate conference scheduling and provide general team support on ongoing projects Ensure compliance with all regulatory, legal, and internal policies and procedures Complete required compliance and training requirements as mandated Profile 5-10+ years of experience supporting senior executives in a fast-paced, corporate or financial services environment Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously Proactive and forward-thinking, with the ability to anticipate executive needs and act independently Strong calendar management and travel coordination skills, including complex and last-minute changes Professional and polished communicator with excellent interpersonal skills Proven ability to handle sensitive and confidential information with discretion Experience interacting with senior stakeholders, clients, and global teams Strong problem-solving skills with the ability to prioritize and make sound decisions under pressure Comfortable taking ownership of tasks and contributing to team-wide projects and initiatives Proficient in Microsoft Office and experienced with expense management and internal systems Collaborative team player who can build strong relationships across departments Job Offer Opportunity to join a prestigious, global financial services firm with strong international exposure Gain experience supporting a high-performing, multicultural team in a fast-paced environment Highly visible role with direct interaction with senior leadership and global stakeholders Dynamic, hands-on position offering variety across executive support, coordination, and operations Collaborative and professional office environment based in Chicago Exposure to international business operations and cross-border coordination MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Position summary The Business Development Coordinator will be based in the U.S. (New York City) and will play a critical role in supporting the marketing and business development activities for one of the firm's key revenue-producing partners in Private Equity. This partner, a distinguished member of the executive committee, specializes in private equity, mergers, acquisitions, and capital markets. The primary responsibilities will encompass partnering with the Manager of Business Development through the development of pitch decks, drafting responses to requests for information and proposals, and gathering valuable marketplace intelligence. The Business Development Coordinator will join a highly productive and collaborative team, working closest with the team to ensure comprehensive support for the partner. The role requires a hands-on, detail-oriented, and organized professional who will contribute to revenue generation by crafting targeted pitches and presentations for clients throughout the globe. Strong organizational skills, exceptional written and verbal communication abilities, and flexibility in managing a substantial workload are essential. The ideal candidate will be resourceful, dynamic, and adept at working under pressure while maintaining a strong team-oriented approach and providing administrative support to the broader support team. Collaboration with the Manager of Business Development will be a key aspect of the role, necessitating a proactive and enthusiastic attitude towards independent work. The successful candidate should possess self-motivation, energy, confidence, and effective communication skills, enabling seamless collaboration across departments and offices and consistent, client-facing professionalism. The Business Development Coordinator will work collaboratively with the Senior Business Development Coordinator, the broader MP-Team, and any additional staffing resources supporting the practice, including project management, administrative, business development, and external vendor support teams. Success in the role requires strong communication, responsiveness, professionalism, and a team-first mindset, including the ability to proactively escalate issues, provide timely updates, and operate effectively within a highly collaborative support structure. While the role operates in a fast-paced and sophisticated environment, the ideal candidate will demonstrate strong foundational business development, communication, and organizational skills, along with the ability and desire to grow within the role. Experience in private equity is highly desirable. Proficiency in PowerPoint is essential, as the role involves creating impactful presentations. Moreover, the successful candidate has demonstrated expertise developing client pitches with rigorous attention to quality control, deadlines, and brand consistency. The role is designed for a motivated professional seeking to develop within a high-performing business development and practice operations environment, with exposure to sophisticated client development initiatives, cross-functional collaboration, and executive-level stakeholders. Job duties and responsibilities Prepare tailored, compelling pitches and responses for new business opportunities and requests for information proposals. Escalate issues, competing priorities, or operational concerns appropriately and in real time to ensure continuity of support and successful delivery of team objectives. Conduct market research and client analysis to identify industry trends, white-space opportunities, and cross-practice synergies. Gather and analyze marketplace intelligence to identify potential clients, industry trends, and competitor activities. Develop research and actionable insights to support origination, expansion, and cross-selling initiatives for existing and prospective clients. Plan and execute business development-related client events, including drafting invitations, sourcing venues, and overseeing end-to-end logistics. Prepare relationship reports, generate relationship maps, and develop targeting plans. Maintain up-to-date attorney biographies with recent deals and experiences. Manage awards and directories submissions, including matter detail, collection, drafting, and on-time filing. Maintain accurate and timely updates across assigned trackers, reporting tools, and shared team resources to support visibility, operational continuity, and quality control. Maintain a database of directories submissions. Maintain and update the team's CRM system with accurate client information and interaction logs. Assist in coordinating and strategically planning industry conferences, client seminars, and sponsorships. Develop client-ready practice pitch materials and collateral, including profiles, experience lists, case studies, RFPs, and credentials decks. Deepen relationships with existing clients by identifying needs, mapping stakeholders, and surfacing cross-selling and expansion opportunities in partnership with relationship partners. Demonstrate flexibility to work evenings and weekends as needed/requested. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Bachelor's degree in Business, Marketing, Finance, or related discipline required Experience: 1–3 years of experience in business development, marketing, project coordination, or related professional services support roles preferred. Experience working in a high cadence, extremely fast-paced environment. Demonstrated ability to support the preparation of polished, client-ready deliverables, including pitch materials, proposals, presentations, and related business development content. Demonstrated ability to manage multiple assignments, deadlines, and competing priorities in a fast-paced professional environment. Preference for candidates with experience in commercial investment banking, financial institutions, advertising agencies, or consulting firms. Experience in international law firms or other complex professional services environments will also be considered. Strong writing and communication skills, including the ability to draft professional, client-facing materials and communicate effectively with internal stakeholders. Maintains proactive communication regarding availability, deadlines, workload constraints, and coverage needs to support effective team coordination and operational continuity. Proficiency in creating impactful PowerPoint presentations. Demonstrated ability to develop and deliver persuasive pitches, proposals, and RFP responses. Exposure to private equity is a plus. Ability to interact and influence members of a large organization. Strong organizational and time management skills, with the ability to manage competing deadlines and priorities effectively. CRM (SalesForce) experience a plus. Professional demeanor and ability to thrive in a multi-faceted organization. Demonstrated ability to support BD leadership and contribute thoughtfully to team initiatives and client development efforts. Skills: Exceptional attention to detail, proactivity, and self-direction, with the ability to independently manage multiple projects and competing priorities under tight deadlines, at times with limited oversight. Demonstrates strong follow-through, responsiveness, and accountability, including proactively communicating risks, delays, bandwidth concerns, or execution challenges in a timely manner. Exposure to supporting pitches, proposals, or RFP processes in a professional services environment preferred. Demonstrates a collaborative and solutions-oriented approach, including willingness to support shared team priorities, contribute during peak periods, and maintain transparency across active workstreams. Demonstrates professionalism and effective communication skills when interacting with partners, senior stakeholders, clients, and internal teams. Demonstrates reliability and ownership in completing assignments, following through on action items, and closing communication loops in a timely manner. Ability to manage assigned deliverables effectively, maintain organization across multiple workstreams, and proactively communicate updates and support needs. Excellent written and verbal communication skills, with the ability to effectively interact at various levels and with a customer service mindset. Demonstrates professionalism, adaptability, and receptiveness to coaching and feedback within a fast-paced, high-performance environment. Exhibits strong multitasking abilities, efficiently handling projects from various individuals and addressing diverse issues, with quick turnaround deadlines, on a daily basis. Advanced proficiency in PowerPoint, Microsoft Word, and Excel. Technologically savvy, with the ability to quickly learn new database systems. Ability to manage multiple shifting priorities simultaneously while maintaining strong attention to detail, professionalism, and responsiveness under tight deadlines. Possesses sound professional judgment and maintains a high degree of poise and professionalism with internal and external contacts. Skilled in establishing effective firmwide working relationships and communicating with individuals at all levels. Strong organizational, project management, and problem-solving skills with a commitment to ongoing development. Client-service oriented; delivers exceptional service while working with diverse personalities and demonstrating cultural sensitivity. Ability to work both independently and collaboratively as part of a team, with a flexible approach. Flexibility and adaptability, with the ability to multi-task, stay organized, and manage competing priorities. Demonstrates initiative and takes proactive measures where possible. High energy, persistent mindset, enthusiasm, and strong goal orientation. Professional business demeanor, with the ability to identify, connect, and build relationships. Thrives in a fast-paced, high-pressure environment and effectively manages multiple priorities, tasks, and demanding clients with diverse personalities at all levels within the organization. Embraces new ideas and quickly applies them in practice. Collaborates effectively and cooperatively with others, fostering teamwork and sharing information to support the development of business and achieve team goals. Additional information Supervisory responsibilities None. Equipment used Personal computer and other office equipment such as telephone, calculator, copier, scanner, etc. Essential job functions Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand, and wrist dexterity associated with prolonged computer use. Ability to utilize technology, including computers and telecommunication devices. Attention to detail and accuracy are critical skills necessary for ensuring precision and quality in all tasks and responsibilities. Ability to use independent judgment and discretion and adapt to changing work situations. Working conditions Expected to work in person in the New York City (Midtown Manhattan) office a minimum of four days per week, subject to change. Pay ranges This is a non-exempt position. The hourly wage range for this role is $49.73 to $63.74 per hour, with an estimated annual compensation range of approximately $90,500 to $116,000 based on expected hours. This represents the presently anticipated pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. Employee benefits overview Our comprehensive benefits package includes: • 401(k) Retirement Plan • Medical Insurance • Health Savings Account (HSA) • Virtual Health Services • Dental Insurance • Vision Insurance • Accident Insurance • Hospital Indemnity Insurance • Critical Illness Insurance • Life Insurance • Short-Term Disability Coverage • Long-Term Disability Coverage • Flexible Spending Accounts (FSA) • Lyra Health Employee Assistance Program (EAP) • Paid Family Leave (for eligible Exempt and Non-Exempt staff) • Transportation Benefit • Back-up Child Care Services • College Coach Program • Pet Insurance • Paid Sick Time (for Exempt staff) • Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code, and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.

Savantage Solutions is seeking a Controller for its growing GovCon finance organization. The Controller is the senior financial operator of the company, responsible for managing all day-to-day finance and accounting functions. This is a hands-on leadership role that directly supports the CFO, manages the finance team, and ensures the financial integrity, DCAA compliance posture, and operational efficiency of the organization across its portfolio of federal prime contracts. The ideal candidate is a GovCon finance professional who thrives in a lean, high-accountability environment, brings deep knowledge of FAR Part 31 and government cost accounting, and is comfortable being the primary financial operator — not just an overseer. Core Competencies Attention to Detail: Meticulous accuracy in financial reporting, cost accounting, and compliance documentation Financial Judgment: Sound, independent financial judgment with the ability to escalate appropriately Communication: Ability to translate complex financial and compliance data into clear executive communications Risk Awareness: Proactive identification and remediation of compliance gaps, audit risks, and financial exposures Leadership: Trusted operator and deputy to the CFO — reliable, discreet, and business-minded Self-Direction: Comfort working hands-on in a lean team without layers of support staff Duties and Responsibilities: Financial Operations & Reporting Manage all day-to-day financial operations including general ledger, accounts payable, accounts receivable, payroll, and cash management Own the monthly, quarterly, and annual financial close process and deliver timely, accurate financial information Prepare management reports, financial dashboards, budget-to-actual variance analyses, and executive summaries for the President/CEO and CFO/Secretary Manage and continuously improve Savantage's QuickBooks accounting environment, ensuring accuracy, efficiency, and DCAA compliance Oversee government invoice preparation and submission through applicable federal billing portals including IPP and Wide Area WorkFlow (WAWF) Manage accounts receivable aging, collections, and cash application in alignment with contract billing cycles Directly supervise, mentor, and develop direct reports Set clear performance expectations, conduct regular one-on-ones and annual reviews, and build capability within the finance team Drive process improvement, internal control enhancements, and workflow automation across finance operations Coordinate with the IT Manager — who reports to the CFO — on finance system integrity, data security protocols relevant to the FCL, and technology tools that support the accounting and billing functions Serve as acting CFO when the CFO is unavailable, representing the finance function to executive leadership, auditors, and external stakeholders GovCon Cost Accounting & DCAA Compliance Maintain a DCAA-compliant accounting system and ensure all financial practices adhere strictly to FAR Part 31 cost principles Develop, maintain, and monitor the company's indirect cost rate structure — fringe benefits, overhead, and G&A Serve as the primary internal point of contact for DCAA audits and reviews Ensure compliance with applicable Cost Accounting Standards (CAS) Prepare and submit the annual Incurred Cost Submission (ICS) and support contract closeout financial activities Maintain adequate internal controls and segregation of duties appropriate for a small government contractor Bachelor's degree in Accounting, Finance, or a closely related field Minimum 8 years of progressive accounting and finance experience, with at least 4 years in GovCon industry as a finance professional managing day-to-day financial operations Proven ability to supervise, develop, and hold accountable a small finance team Strong Excel and financial modeling skills Working knowledge of federal government billing portals including IPP and Wide Area WorkFlow (WAWF) Demonstrated experience developing and managing indirect rate structures and preparing Incurred Cost Submissions Experience with GSA Schedule contract financial management, including billing, modifications, and option year pricing Ability to obtain and maintain a Secret security clearance Working knowledge of FAR Part 31 allowable cost principles, DCAA audit requirements, and GovCon indirect cost accounting Knowledge, Skill, and Abilities: Required Bachelor's degree in Accounting, Finance, or a closely related field Minimum 8 years of progressive accounting and finance experience, with at least 4 years in GovCon industry as a finance professional managing day-to-day financial operations Proven ability to supervise, develop, and hold accountable a small finance team Strong Excel and financial modeling skills Working knowledge of federal government billing portals including IPP and Wide Area WorkFlow (WAWF) Demonstrated experience developing and managing indirect rate structures and preparing Incurred Cost Submissions Experience with GSA Schedule contract financial management, including billing, modifications, and option year pricing Ability to obtain and maintain a Secret security clearance Working knowledge of FAR Part 31 allowable cost principles, DCAA audit requirements, and GovCon indirect cost accounting Financial Planning & Analysis Lead the annual budgeting, forecasting, and long-range financial planning process across all contracts and corporate overhead Monitor contract funding levels, ceiling amounts, burn rates, and period of performance milestones across the active prime contract portfolio Develop and maintain financial models supporting bid and proposal cost volumes, GSA Schedule option year pricing, and executive strategic decisions Provide scenario modeling and what-if analysis to support the CFO and President/CEO in evaluating growth opportunities, hiring decisions, and capital allocation Track and report on key financial metrics including DSO, utilization, indirect rate trends, and contract profitability Manage daily cash positioning, monitor bank account activity, and ensure sufficient liquidity to meet payroll and vendor obligations Maintain and manage the company's banking relationships and line of credit, including covenant compliance and reporting Forecast short- and medium-term cash flow in alignment with the contract-driven revenue and billing cycle Support bonding, insurance renewals, and any financing requirements tied to contract performance obligations or FCL maintenance Tax, Audit & Regulatory Compliance Coordinate with Savantage's external CPA firm on annual tax preparation and filing; maintain organized financial records and supporting schedules to support the tax engagement Ensure timely filing of all applicable federal, state, and local tax returns and regulatory reports Maintain a strong working understanding of the differences between GAAP and tax-basis accounting, and ensure Savantage's financial records and reporting appropriately reflect both perspectives Oversee the proper accounting treatment of Savantage's intellectual property and proprietary software assets under both GAAP (ASC 350 / ASC 730) and federal tax rules — including capitalization versus expensing decisions, amortization schedules, and R&D tax credit eligibility Advise the CFO and executive leadership on the financial statement and tax implications of IP development, licensing, acquisition, or disposition activity Maintain corporate financial records in accordance with retention requirements Support any SBA-related financial reporting or compliance requirements tied to WOSB certification Team Leadership & CFO Support Preferred Hands-on proficiency with QuickBooks; experience managing or transitioning to a DCAA-compliant ERP system strongly preferred Experience in a Small Business GovCon environment Experience supporting organizational growth and new contract vehicle onboarding Demonstrated experience with GAAP vs. tax accounting differences, particularly as they relate to a company with intellectual property, proprietary software, or technology assets Familiarity with ASC 350 (intangibles and internal-use software), ASC 730 (research and development), and the corresponding federal tax treatment including Section 174 R&D capitalization rules Education and Certifications: Bachelor's degree in Accounting, Finance, or a closely related field CPA Preferred Corporate Summary: Savantage Solutions provides a wide range of consulting, systems integration, and financial and project management support to federal and DoD agencies. For over two decades, Savantage Solutions has partnered with organizations in both the public and private sectors to achieve innovative solutions for customers' challenges. Savantage Solutions is a woman-owned company that values diversity, initiative, and a commitment to learning and growing. Our philosophy is that diversity is an asset to any industry or organization, and that innovation is only nurtured in an environment that embraces creativity and open minds. We thrive on the ideas and perspectives generated by a diverse workforce. Savantage Solutions is an Equal Opportunity/Affirmative Action Employer

Position Overview The Loan Analyst supports small business lending initiatives by performing financial analysis, underwriting loan applications, and monitoring loan performance. This role works closely with internal leadership and external stakeholders to assess borrower financial health, support lending decisions, and contribute to the overall success of business finance programs. Key Responsibilities Underwrite small business loan applications and evaluate borrower financials Analyze financial statements, tax returns, and supporting documentation for loan eligibility Present loan requests to internal committees for review and approval Monitor loan performance and track financial trends of borrowers post-funding Conduct variance analysis and report findings to management Support loan lifecycle processes from booking through servicing Perform bank reconciliations and assist with financial tracking Draft loan closing documents, payoff statements, and periodic balance statements Prepare board materials and meeting minutes as needed Assist with debt recovery documentation and servicing activities Maintain relationships with borrowers and respond to loan-related inquiries Participate in discovery calls with loan applicants and stakeholders Support special projects, new programs, and departmental initiatives Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2+ years of experience in financial analysis, forecasting, budgeting, or lending Strong Excel skills, including financial modeling capabilities Experience reviewing financial statements and performing data analysis Familiarity with financial reporting tools and systems Effective communication and presentation skills Preferred Qualifications 5+ years of relevant experience in lending, banking, or financial analysis Experience in public finance, government, or economic development environments Advanced degree (MBA, Master's in Finance/Economics, etc.) Professional certifications (CFA, CPA, CFM, or similar) Experience with grant funding, public-private partnerships, or loan programs Core Competencies Strong analytical and problem-solving abilities High attention to detail and organizational skills Ability to manage multiple priorities in a fast-paced environment Effective relationship-building skills with internal and external stakeholders Comfortable learning new systems and adapting to evolving processes Ability to work both independently and within a team Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™

Lead AI Engineer (Vision model customization, VML) At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent — along with our deep experience in machine learning — position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our customers and businesses who have come to love the products and services we build. Team Description: The Intelligent Foundations and Experiences (IFX) team is at the center of bringing our vision for AI at Capital One to life. We work hand-in-hand with our partners across the company to advance the state of the art in science and AI engineering, and we build and deploy proprietary solutions that are central to our business and deliver value to millions of customers. Our AI models and platforms empower teams across Capital One to enhance their products with the transformative power of AI, in responsible and scalable ways for the highest leverage impact. In this role, you will: Partner with a cross-functional team of engineers, research scientists, technical program managers, and product managers to deliver AI-powered products that change how our associates work and how our customers interact with Capital One. Design, develop, test, deploy, and support AI software components including foundation model training, large language model inference, similarity search, guardrails, model evaluation, experimentation, governance, and observability, etc. Leverage a broad stack of Open Source and SaaS AI technologies such as AWS Ultraclusters, Huggingface, VectorDBs, Nemo Guardrails, PyTorch, and more. Invent and introduce state-of-the-art LLM optimization techniques to improve the performance — scalability, cost, latency, throughput — of large scale production AI systems. Contribute to the technical vision and the long term roadmap of foundational AI systems at Capital One. The Ideal Candidate: You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good. Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production. You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven. You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss. You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown. Basic Qualifications: Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 4 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 2 years of experience developing AI and ML algorithms or technologies At least 4 years of experience programming with Python, Go, Scala, or Java Preferred Qualifications: 6 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud) Experience designing, developing, delivering, and supporting AI services Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $197,300 - $225,100 for Lead AI Engineer McLean, VA: $197,300 - $225,100 for Lead AI Engineer New York, NY: $215,200 - $245,600 for Lead AI Engineer San Jose, CA: $215,200 - $245,600 for Lead AI Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

• Weekend Shift – Friday, Saturday and Sunday plus one weekday. Late evenings or overnight., • 12-month contract as a W2 employee of Talent Groups. Talent Groups is partnering with a premier global investment banking advisory firm to hire a Presentation Designer for its Enterprise Presentation Group (EPG). This team provides 24/7 creative support to investment banking professionals across global offices, producing high-quality pitch books, pitch decks, transaction materials, and client presentations under demanding deadlines. We are seeking a highly creative and technically skilled designer with advanced PowerPoint expertise, strong illustration capabilities, and experience creating sophisticated data visualizations in Excel. The ideal candidate thrives in a fast-paced production environment and has a passion for transforming complex business and financial information into compelling visual stories. Key Responsibilities As a Presentation Designer, you'll partner with internal stakeholders to create polished, executive-level presentation materials that support critical business initiatives and client engagements. Responsibilities include: • Design and produce high-impact pitch books, pitch decks, client presentations, transaction materials, and marketing collateral., • Create custom PowerPoint templates, slide layouts, title pages, section dividers, and branded presentation assets., • Develop original illustrations, icons, infographics, and custom graphics using Adobe Creative Suite and digital illustration tools., • Build and customize Excel charts and graphs, transforming raw data into presentation-ready visualizations., • Integrate Excel-based charts and graphics into PowerPoint presentations while maintaining formatting consistency and visual quality., • Design compelling visual narratives that simplify complex financial, operational, and strategic concepts., • Collaborate directly with internal clients to understand objectives and deliver creative solutions under tight deadlines., • Manage multiple projects simultaneously in a high-volume, deadline-driven production environment., • Maintain brand standards and ensure exceptional accuracy and attention to detail across all deliverables. Qualifications Required • 3+ years of professional experience in presentation design, graphic design, visual communications, agency design, or a related creative field., • Advanced proficiency in Microsoft PowerPoint., • Strong proficiency in Microsoft Excel, including:, • Manual chart and graph creation., • Data visualization and formatting., • Building presentation-quality charts from business and financial data., • Embedding and editing Excel objects within PowerPoint., • Advanced proficiency with Adobe Creative Suite, including:, • Adobe Illustrator., • Adobe Photoshop., • Strong illustration skills with the ability to create custom artwork and graphics using digital drawing tools or tablets., • Exceptional understanding of typography, layout, composition, and visual storytelling., • Excellent communication, organizational, and time management skills., • Ability to work independently while managing multiple priorities and deadlines. Preferred • Experience supporting investment banking, private equity, consulting, legal, or other professional services organizations., • Experience producing pitch books, pitch decks, confidential information memorandums (CIMs), board presentations, and transaction materials., • Experience working in a presentation center, creative services department, or agency environment., • Familiarity with financial and business data visualization., • Experience developing and maintaining presentation templates and brand standards.

Manager / Director, Development Finance Position title may be finalized based on qualifications and experience of candidate chosen. Job Description Company Overview: Transmission Developers (or “TDI”) develops unique clean energy transmission projects in an environmentally responsible manner. Our projects link renewable generation resources with markets that are seeking new sources of power. TDI is a portfolio platform backed by investment funds affiliated with Blackstone Inc., a global leader in alternative asset management. Existing Projects: TDI’s public projects include CHPE and NECPL, but TDI has a pipeline of additional development projects. Candidates are encouraged to review these projects to understand the scale and complexity of TDI’s development activities. Position Summary: TDI is seeking a finance professional to play a central role in the development of large-scale transmission infrastructure. This individual will lead financial analysis across multiple projects, support key investment decisions, and work directly with senior leadership, investors, and development teams to advance complex energy infrastructure opportunities. The role includes managing and developing financial models for all development projects, such as: • Merchant transmission models that calculate returns at various project costs and marginal energy revenue levels, • Revenue requirement models relevant for FERC and Canadian jurisdictions, • Cost estimate models (incorporating input from the development team), • Additional financial and economic models used to evaluate development opportunities for investors, regulators, and partners TDI is seeking an individual with strong financial acumen, advanced Excel modeling capabilities, experience with energy development, and the ability to operate in a fast-paced entrepreneurial development environment. This role provides direct exposure to the development and financing of multi-billion-dollar transmission projects, including interactions with regulators, investors, and strategic partners. The successful candidate will play a key role in shaping how new transmission infrastructure is developed and financed in North America. The role is well-suited for candidates seeking to transition from investment banking, infrastructure, or energy finance into a development-focused environment with significant responsibility and visibility. Required and Preferred Experience/Qualifications: Required: • Bachelor’s degree in Finance, Accounting, Economics, Business or related field, • 2-5 years of relevant experience in investment banking, corporate finance, project finance, private equity, energy infrastructure, development finance, or related fields, • Advanced financial modeling and Excel skills Preferred: • Experience in energy, infrastructure, or project finance, • Exposure to regulated environments (FERC, utilities, etc.), • Experience with partnerships / public-private structures Essential Duties and Tasks: • Lead budgeting, forecasting, and long-range planning across TDI Development, • Build and maintain complex Excel-based financial models for new HVDC, transmission, and infrastructure development opportunities, • Track development spend, expenses, and cash flow across multiple projects and entities, • Support evaluation of new opportunities through scenario modeling, returns analysis, sensitivities, and strategic recommendations, • Prepare presentations, investment memoranda, and reporting packages for TDI leadership, • Partner with the development team to understand project timelines, milestones, and funding needs, • Assist with financing processes, diligence requests, and external lender/investor materials as needed, • Drive process improvements and create scalable financial reporting tools and dashboards Work Location: Flexible, with preference for Northeast / New York. Regular in-person presence in NYC is expected. Compensation & Benefits: • Salary Range: $120,000 – $180,000 (commensurate with experience), plus bonus incentives based on project performances., • Medical/Dental/Vision benefits 100% employer funded for family or individual (i.e., 0% employee funded), • 401(k) with 4% company match

Job Title: Talent Development & Engagement Coordinator 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 has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients, with trading desks in every major financial center globally and 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 relationship building. The firm’s structure allows for agility, innovation, and the ability to attract talented professionals driven to succeed. Responsibilities: Cantor Fitzgerald is seeking a highly organized, service‑oriented Talent Development & Engagement Coordinator to support Talent Development and Employee Engagement initiatives as part of a collaborative Human Resources team. This role is ideal for a proactive, detail‑driven professional with strong communication, design, and organizational skills who thrives in a fast‑paced environment and is passionate about employee development and engagement. Key responsibilities include: • Manage talent and learning platforms and reporting, including Oracle HCM and Oracle Learning, • Support Early Career and Internship programs, including coordination, communications, and logistics, • Create, design, and distribute employee communications, including newsletters, event invitations, announcements, and other branded materials, • Draft written content and design visual assets for Talent Development, Employee Engagement, and Philanthropy initiatives, • Maintain and update multiple SharePoint sites, engagement pages, and initiative directories, • Prepare reports, presentations, and executive‑ready materials; conduct research as needed, • Coordinate logistics for Talent Development & Engagement events such as networking events, lunch‑and‑learns, professional development sessions, and volunteer activities, • Manage shared mailboxes and respond to employee inquiries in a timely and professional manner, • Process, track, and reconcile departmental invoices to ensure budget compliance, • Document meeting notes, track action items, and ensure timely follow‑up, • Oversee calendar coordination and support ad hoc employee and leadership requests, • Perform general administrative duties and provide support on special projects as assigned Qualifications: Skills & Experience: • Strong organizational skills with the ability to manage multiple priorities and build effective processes, • Excellent written and verbal communication skills, with strong attention to detail and consistency, • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and SharePoint, • Experience creating visually engaging communications using design tools such as Canva and Adobe, • Positive attitude, strong work ethic, and demonstrated interest in Talent Development and Employee Engagement, • Experience planning large‑scale professional events is a plus Educational Qualifications: • Bachelor’s Degree required Salary: $70,000 – $75,000 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. • 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.

Strategic Projects Lead Location: New York, NY Job Type: Full-time, 5 days/week on-site This role is for a stealth startup backed by Pareto Holdings, an early-stage venture firm that builds and invests in ambitious new companies. This is a hands-on operating role at a rapidly growing startup. You will work directly with the founding team to help build, scale, and execute across every aspect of the business. Position Summary We are seeking a Strategic Projects Lead to operate and drive execution on the company's highest-priority initiatives. This role sits at the intersection of strategy and operations. You will work across functions to solve critical business challenges, launch new initiatives, build scalable processes, and ensure the company is executing effectively against its goals. This is not a traditional strategy role. It is designed for someone who wants to operate like a founder, take ownership of important business functions, and help build a company from the ground up. What You'll Do • Partner closely with the founding team to drive company-wide priorities and strategic initiatives, • Lead high-impact projects across operations, growth, product, partnerships, finance, and special initiatives, • Translate high-level goals into actionable plans with clear ownership, timelines, and accountability, • Identify operational bottlenecks and implement systems to improve execution and efficiency, • Build and manage internal processes, reporting structures, and operating cadences as the company scales, • Support budgeting, forecasting, vendor management, and business operations, • Develop dashboards, reporting frameworks, and key performance metrics to monitor company performance, • Prepare materials for investors, board meetings, fundraising efforts, strategic partnerships, and other external stakeholders, • Drive cross-functional collaboration and ensure alignment across teams, • Own special projects and company-building initiatives that are critical to growth but do not fit neatly within a single department, • Help establish the infrastructure, systems, and processes needed to scale from an early-stage startup into a category-defining company What We're Looking For • Bachelor's degree required, • 2–5+ years of experience in consulting, investment banking, private equity, venture capital, strategy & operations, business operations, or high-growth startups, • Exceptional problem-solving and analytical skills, • Strong organizational skills with outstanding attention to detail, • Ability to thrive in ambiguity and create structure where none exists, • High ownership mindset with a bias toward action and execution, • Excellent written and verbal communication skills, • Strong financial and operational fluency, including comfort working with spreadsheets, budgets, and business metrics, • Ability to work effectively across technical and non-technical teams, • Comfortable operating directly alongside founders and senior leadership, • Entrepreneurial mindset with a desire to help build something from the ground up Why This Role • Work directly with experienced founders and operators, • Gain exposure to every aspect of building and scaling a company, • Take ownership of meaningful business initiatives from day one, • Accelerate your career through broad responsibility and rapid learning, • Join an ambitious team focused on building a category-defining business Working Conditions • Full-time, 5 days per week in-office in New York City, • Fast-paced startup environment with evolving priorities and significant ownership, • High degree of cross-functional collaboration and exposure to company leadership

About This Opportunity We encourage applications from candidates with diverse backgrounds and experiences. If you're passionate about our mission and have relevant skills, we want to hear from you. Ariva seeks a Program Manager to lead our microentrepreneur support initiative in the Bronx. You'll oversee business development and financial counseling services, manage a team of 4-5 staff, and work directly with community members to help local entrepreneurs build sustainable businesses. Position Description Ariva seeks a dedicated Program Manager to lead a multi-year initiative supporting small business owners and microentrepreneurs in Bronx neighborhoods. This role offers the opportunity to make a meaningful impact by helping local micro-entrepreneurs and small business owners to develop successful businesses while strengthening economic opportunities in the Bronx. The Program Manager will also oversee Ariva’s personal consumer finance initiatives in those neighborhoods. As part of our core leadership team, the Program Manager oversees comprehensive business development and financial counseling services and manages a team of 4-5 staff members. The manager will be part of Ariva’s core leadership team, who, together, will shape and carry out our vision for a financially empowered Bronx community. This is a full-time, in-person role, with an average schedule of approximately 45 hours per week. The position requires some evening and weekend availability to support community-based programs and events. Responsibilities The Program Manager has lead responsibility for all aspects of Ariva’s program services in the assigned projects. The Program Manager’s responsibilities include, but are not limited to: Program Leadership • Manage and supervise business development and financial counseling projects., • Design and implement new and existing programs, including workshop and curriculum development., • Lead business development workshops and provide individual consultations., • Monitor performance to ensure projects are on target with project goals, aligned with Ariva’s mission and strategy, and compliant with funder, regulatory, and internal requirements. Community Outreach & Partnership Development • Conduct active community outreach and canvassing to identify and recruit program participants., • Engage directly with residents, business owners, and entrepreneurs in targeted Bronx neighborhoods., • Develop and maintain partnerships with public, private, and community service providers., • Build relationships with residents, financial institutions, and community-based organizations., • Integrate programs with Ariva's free tax preparation services. Team Management & Operations • Recruit, train, and supervise program staff., • Participate in budget development, monitoring, and reporting., • Oversee contract management and generate internal and external reports., • Ensure all projects meet funder, regulatory, and internal requirements. Core Competencies • Minimum three years of experience working with entrepreneurs and small businesses through counseling, consulting, business operations, community development, teaching/training, or running your own business., • At least one year of experience in supervision, project management, team coordination, or program leadership roles., • Experience in small business start-up and development counseling and in employer education., • Strong project management skills: ability to simultaneously manage multiple projects with varying goals, requirements, and timelines., • Strong networking and outreach skills with the ability to engage community members and recruit program participants., • Experience with community canvassing, street outreach, or similar client acquisition activities., • Fluency in Spanish and English required to serve community members in their preferred language., • A demonstrated commitment to and experience working with low-income people and in low-income communities., • Must be very well-organized, with great attention to detail., • Computer-literate; comfortable with data management, data entry, and reporting., • Very strong written and verbal communication skills., • Flexible, patient, with a sense of humor and a strong work ethic. In addition to the above competencies, any of the additional skills and experience listed below are highly desirable: • Bachelor’s degree in a related field, • Contract management experience, • Experience in financial counseling and adult education projects, and familiarity with consumer banking products, • Familiarity with Salesforce Compensation & Benefits • Salary: $65,000 - $75,000 annually, commensurate with experience, • Subsidized health and dental insurance, • Generous paid time off, • 401K retirement plan, • Additional employee benefits Interested applicants should email their resume and cover letter to Melissa Toonkel at mtoonkel@ariva.org. This posting will be open until filled. Ariva Inc. is an Equal Opportunity Employer

ESPN Strategy is a highly visible team of professionals with backgrounds in consulting, investment banking, private equity, media & entertainment, and technology who serve as in-house advisers to ESPN executive leadership. A Senior Analyst, Corporate Strategy is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires an understanding of the sports / media ecosystem, quantitative and qualitative research skills, financial analysis, and an ability to learn quickly. Responsibilities: Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company Collaborate with key stakeholders across the company in the analytical process Assist in preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling Perform research, financial modeling, and analysis to inform business decisions across content, distribution, DTC, and growth initiatives Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities Required Qualifications: A minimum of 2 years of strategy, analytical business development and/or financial experience preferred. Strong proficiency with PowerPoint and Excel Must be comfortable working both independently and as a member of a team Solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends Preferred Qualifications: A minimum of 3 years of strategy, analytical business development and/or financial experience preferred A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank Required Education : * Bachelor's Degree #ESPNMedia The hiring range for this position in New York, NY is 121,000.00 to $162,200.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Summary Crédit Agricole Corporate and Investment Bank stands as one of the world's premier financial institutions, ranking as the 9th largest global bank by balance sheet size and serving as the corporate and investment banking arm of Crédit Agricole Group. With operations spanning 46 countries and over 10,400 employees, Crédit Agricole CIB delivers comprehensive capital markets, investment banking, structured financing, and commercial banking solutions to large corporates and financial institutions worldwide. We are seeking an experienced private-side foreign exchange salesperson with proven expertise covering Americas Corporate and Sponsor clients based in New York. This role requires a seasoned professional who can deliver comprehensive hedging solutions across the full spectrum of FX products, while strategically aligning with the bank's U.S. expansion objectives and existing institutional footprint. The ideal candidate brings established client relationships, deep product knowledge, and the ability to integrate FX solutions into broader financing structures that elevate Crédit Agricole CIB's strategic positioning with key accounts. The successful candidate demonstrates mastery across vanilla and exotic foreign exchange products, including spot transactions, swaps, options, non-deliverable forwards (NDFs), historical rate rollovers (HRRs), and trade restructures. This expertise extends beyond execution to encompass sophisticated understanding of pricing mechanics, including risk-weighted asset (RWA) considerations, credit valuation adjustments (CVA), and funding valuation adjustments (FVA). The role demands close collaboration with senior coverage bankers to develop integrated financing solutions that incorporate hedging requirements, positioning the bank as a comprehensive strategic partner rather than a transactional provider. By working across the Global Markets Division and partnering with complementary product teams, the FX salesperson drives cross-divisional revenue opportunities while deepening wallet share with key institutional relationships. Candidate must hold Series 7 and Series 63 licenses. Key Responsibilities • Lead end-to-end origination and execution of foreign exchange, interest rate, and other hedging transactions, • Demonstrate ability to identify G10/EM opportunities and structure complex derivative solutions that align with corporate treasury objectives and relevant risk tolerance parameters, • Deploy advanced knowledge of FX derivatives markets, trade structures, and pre/post-trade workflows to design hedging strategies across spot, forward, swap, NDFs and options, while maintaining compliance with ISDA documentation standards and regulatory environment, • Navigate the legal, regulatory, accounting and tax environment affecting hedging corporate programs, • Collaborate cross-functionally with coverage bankers, credit teams and product specialist to build integrated client solutions, expand wallet share, and identify revenue opportunities across the banking platform, • Manage client onboarding workflows including KYC, credit approvals, and legal negotiations, ensuring seamless execution timelines

About 325 Capital 325 Capital is a dynamic investment firm operating a private equity-like hedge fund model. We are committed to delivering high-quality analysis to our portfolio companies to form collaborative relationships and ultimately drive shareholder value. We are founded and run by three ex-Bain & Co. partners that have translated their decades of experience advising private equity clients into driving unique investment insights for small-cap North American public equities. The Opportunity 325 Capital is seeking a highly motivated and talented individual to join our investment team as an analyst. The ideal candidate will have a consulting, investment banking, or PE background (relevant internship experience will be considered) at a top-tier firm. Responsibilities 1. Conduct detailed market and company strategic analysis, financial analysis and valuation models similar to those used in private equity and hedge fund industries., 2. Collaborate with team members to develop strategies and make recommendations based on findings., 3. Present findings and recommendations to the investment committee., 4. Stay updated with industry trends and market developments. Background Requirements · Bachelor’s degree; minimum 3.75 GPA. · 0-2 years experience in consulting, investment banking, or private equity (relevant internship experience will be considered). · Strong analytics skills with the ability to create market, company, and industry analyses and financial models. · Proficiency in Excel and PowerPoint; Python is a plus. · Excellent presentation and communication skills. How to Apply Interested candidates are invited to submit their resume and cover letter to Aidan Reineman at areineman@325capital.com. 325 Capital is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note that only qualified candidates will be contacted for an interview. Thank you for your interest in 325 Capital.

About Secfi Secfi is building the leading investment platform for founders and tech employees to unlock the full value of their pre-IPO equity (option- and shareholdings) and multi-family office for the next generation of affluent tech entrepreneurs. We manage and raise private funds investing in leading pre-IPO companies. We provide tens of thousands of executives, employees and founders with tax and equity planning. And we are building a multi-family office investment management platform. With a highly differentiated origination funnel, tech-enabled operations, and growing LP demand, we’re scaling rapidly. We are entering our next phase of scale and are hiring a Chief of Staff to work directly with the CEO and management team to accelerate execution across the company’s most critical initiatives. About the role • This is a high-trust, high exposure role at the center of the company., • You will work closely with the CEO/CIO on high-impact corporate strategy, partnerships, and fundraising initiatives. This role requires both intellectual rigor and practical execution, combining strategic thinking with the ability to deliver at speed., • You will be responsible for supporting leadership in shaping and executing company strategy, managing critical partnership and fundraising initiatives, and ensuring the development of high-quality materials and analysis., • This position is ideal for someone from a top investment banking, management consulting (MBB), or private equity/venture capital background who thrives in a fast-paced environment, can quickly grasp complex problems, is highly analytical and can communicate insights and recommendations concisely., • This is not just a strategy role; we’re looking for someone who can think like an advisor and execute like an operator. You must have a flexible agenda and can-do mindset. Travel will be required as part of this role and you’ll have to align your schedule to the timezone the CEO/CIO operates in. This will mostly be ET and CET. Location: • This role is based is preferably based in New York, • For the right candidate it's possible to start this role in Amsterdam and relocate to NY later, • In office 3+ days a week + travel requirements What you’ll do: • Partner directly with the C-suite to help build a best-in-class fintech and asset management firm, • Shadow the CEO/CIO and Founder in critical meetings and execute on next steps, turning discussions into execution with speed and precision, • Support key corporate projects including strategic partnerships, shareholder discussions, board meetings and company-wide strategy, • Be an absolute Excel ninja and PowerPoint wizard. You should be deeply numerical and be able to convert complex data into simple and straightforward stories and slides, • You're able to talk confidently with founders, CEOs and CFOs of growth and unicorn stage companies, as well as various institutional investors and family offices, • Support Management Team members in their strategic plans, e.g. the head of Product in product strategy and roadmap + research, the head of BD with a new pricing strategy for partnerships and the head of marketing with a new plan for targeting founders and CFOs, • Contribute to our capital raising efforts for our PE/VC style late-stage investment funds, • If you have no interest in technology and exploring the use of AI in your day to day; don’t apply What you’ve done: • 4–7 years of experience in top-tier investment banking (Top tier bank), management consulting (McKinsey, Bain Consulting or Boston Consulting Group) with an affinity to finance, or private equity/venture capital, • Exceptional analytical, problem-solving, and quantitative skills, • Exceptional proficiency in Excel (modeling, analytics) and PowerPoint (high-quality presentations) and ability to distill the key narrative (Pyramid principle) and present accordingly, • Strong communication skills with the ability to break down complex concepts into concise, actionable insights and communicate with senior (third party) executives, • Self-starter mindset with the ability to work independently in a fast-paced environment, • Strong interest or exposure to technology, wealth management, venture capital, or growth-stage investing Also important • Fluent in English, • Curious, optimistic and positive mindset, • Have fun at work

H.C. Wainwright & Co., LLC - Greater New York City Area Job Description Organization: H.C. Wainwright & Co. is a boutique investment bank based in New York City. The firm is dedicated to providing corporate finance, strategic advisory and related services to public and private growth companies across multiple sectors and regions. This position is within a fast-paced Equity Capital Markets (ECM) group which is responsible for planning and executing national and international roadshows in partnership with the investment banking coverage teams. Members of the ECM team are tasked with developing relationships with institutional buy-side accounts to support the corporate clients of the firm across a variety of sectors. Position is for immediate start. Main Accountabilities: Day-to-day responsibilities include, but are not limited to: • Identify and cultivate new and existing institutional relationships (hedge funds, asset managers, family offices) and act as the contact person and relationship manager, • Manage the client acquisition process and on-boarding for new institutional clients, • Planning and execution of national and international roadshows for corporate clients of the firm, • Analyzing economic, regulatory, and industry trends & data for use in the preparation of client materials, • Work directly with the group’s senior professionals on various aspects of the transaction process, including initiation and management of new business opportunities Desired Skills & Experience Competencies: • Applicants should possess a strong interest in financial markets, aptitude to learn, and demonstrated history of strong academic performance and professional drive, • Excellent communication, writing, and interpersonal skills, • Self-starter with a strong work ethic, • Strict attention to detail with demonstrated ability to take initiative, • Proficient in Microsoft Excel and PowerPoint with experience in maintaining and presenting financial information, • Looking for a high-energy, adaptable, enthusiastic candidate who is interested in growing their product knowledge, experience, and skill set. Person must be able to follow detailed instructions and think on their feet., • Domestic and International travel (when permitted) approximately once per month, • Proven track-record from a top-tier university, • FINRA SIE, Series 7, 63, and 79 preferred (or within 4 months from the start of employment), • 0 – 2 years relevant work / industry experience About H.C Wainwright & Co: H.C. Wainwright was established in 1868 and is a New York City based boutique full-service investment bank. The company is dedicated to providing investment banking, corporate finance, strategic advisory, equity research and related services to public and private growth companies across multiple sectors and regions. H. C. Wainwright & Co., LLC is a full-service investment bank dedicated to providing Investment Banking, Equity Research, and Sales & Trading, as well Corporate Access and Strategic Advisory services. Ranked the #1 Placement Agent by Informa Business Solutions (formerly Sagient Research Systems) since 1998, the H.C. Wainwright team is the leader and most active placement agent of Follow-On transactions. In 2018, H.C. Wainwright celebrated 150 years of innovative service led by a diverse group of seasoned Investment Bankers, thoughtful Equity Research Analysts and insightful Sales-Traders. Employment Type Full-time Starting Salary: $75,000 - $90,000 (+ discretionary Bonus)

We are currently working with a BigLaw Firm in New York City who are looking to expand their leading Finance team with an experienced Debt Finance Associate. This firm offers a Cravath scale salary as well as the chance to work on big-ticket matters in a top tier team. About you: • Strong debt finance and general banking experience including, • Experience from an international Law Firm/US based firm, • Excellent academic background, • Qualified Attorney, • Has a JD or equivalent For more information and a private and confidential consultation please contact Thomas Hartwell on thomashartwell@hydrogengroup.com At Hydrogen we pride ourselves on building long term relationships with the candidates we work with, so even if you are not considering a move in the immediate future please don't hesitate to get in contact to discuss how to plan for the future. If you are interested in exploring your opportunities internationally, we are able to assist you.

A leading financial services firm is seeking an Anaplan Developer to join its Finance Technology team. This individual will be responsible for designing, building, enhancing, and supporting Anaplan models used for financial planning, budgeting, forecasting, reporting, stock compensation, and earnings per share calculations. The role will partner closely with Finance, Accounting, FP&A, and Technology teams to gather requirements, develop scalable solutions, improve reporting processes, and support data integrations between Anaplan and ERP systems such as Workday. Requirements: • Certified Anaplan Model Builder, • 2+ years of professional experience with at least 1 year of direct Anaplan model building and development, • Completion of 3+ Anaplan implementations, • Previous experience at a Big 4 or second-tier consulting firm is required, • Experience gathering business requirements, writing user stories, creating UAT scripts, and supporting testing efforts, • Strong understanding of budgeting, forecasting, financial reporting, and FP&A processes, • Experience building dashboards, reporting solutions, and Anaplan integrations, • Advanced Excel skills Preferred: • Workday integration experience, • Python or C# experience, • Power BI or Tableau, • Financial services, investment banking, or private equity experience Additional Information: No H-1B sponsorship or visa transfers are available at this time.

Company Overview Patricof Co (“P/Co”) is a specialized investment and advisory platform focused on delivering differentiated private investment opportunities and strategic guidance to a select network of professional athletes and influential partners. We support our professional athlete clients through a variety of advisory services, which allow them to develop the network and knowledge base necessary to become successful, independent-minded investors and high-performing business professionals. We invest across a range of alternative investment categories where we believe we can be value-added partners. Through a bespoke portfolio operations group, P/Co operationalizes the cultural impact of athletes-as-shareholders at scale. We believe our unique strategic value creates a durable advantage and enhanced investment performance. We operate with a startup mindset, a high bar for excellence, and a culture built on trust, creativity, and long‑term partnership. Position Overview P/Co is seeking a highly capable, strategically minded Chief of Staff to work directly with the CEO and Founder across a range of forward‑looking initiatives and core business functions. This is a unique opportunity for a high‑EQ, high‑initiative operator who thrives in a dynamic environment and wants to play a central role in shaping the next chapter of P/Co’s growth. The ideal candidate is someone who combines strong analytical fundamentals with exceptional interpersonal skills, judgment, and strategic intuition. The ability to independently lead a variety of special projects, from ideation through execution, is critical. This role is less about years of experience and more about capability, maturity, and the ability to operate as an extension of the CEO. Key Responsibilities Strategic Initiatives & New Ventures Work directly with the CEO on several high-priority, forward-looking projects; evaluate new business lines, partnerships and investment opportunities Business Oversight & Internal Leadership • Provide strategic and operational support across P/Co’s existing lines of business, • Serve as connective tissue across teams, ensuring alignment, clarity in vision, and execution, • Provide crucial support in athlete-driven advisory work, • Support the CEO in prioritization, communication, and decision‑making Business Development & Relationship Management • Help identify, evaluate, and cultivate new partnerships and commercial opportunities, • Represent P/Co in select external meetings and strategic conversations, • Prepare materials, analyses, and narratives that support business development efforts Qualifications Because this role can be filled by someone early in their career or someone with deeper experience, the criteria focus on capability rather than tenure. Required • Strong foundational training from a high‑caliber environment (investment banking, consulting, private equity, venture capital, or similar), • Excellent analytical and communication skills, • High emotional intelligence, maturity, and discretion, • Ability to operate with autonomy, judgment, and a solutions‑oriented mindset, • Comfort working in a fast‑moving, entrepreneurial environment, • Must be based in New York City and able to work in‑office Preferred • Experience in investing, business development, or strategic operations, • Demonstrated ability to manage complex projects and cross‑functional initiatives, • A natural relationship‑builder who can engage credibly with senior executives, partners, and clients

Job Description: Job Title Senior Counsel, Bank Regulatory Legal Corporate Title Director Location New York City or Jacksonville, Fl Overview As Senior Counsel, Bank Regulatory Legal, you will serve as a strategic advisor to Deutsche Bank AG’s (the “Bank’s”) businesses and infrastructure functions on bank regulatory matters arising from the Bank’s Americas and global activities. This role requires a pragmatic, experienced lawyer who can deliver clear, commercially practical advice in a specialized practice area within a large, complex global banking organization. Deutsche Bank is a leading global banking organization headquartered in Frankfurt, Germany, with a substantial and strategically important U.S. presence that includes its New York Branch, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure. This is an opportunity to join a high-impact legal team supporting the Bank’s Americas platform. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, and personal and volunteer days, • Employee Resource Groups support an inclusive workplace and create opportunities to engage with and learn from one another, • Comprehensive benefit plans, including health and wellbeing benefits, retirement savings plans, backup childcare, generous parental leave, and family building benefits, • Educational resources, matching gifts and volunteer programs What You’ll Do • Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act, • Prepare, review, and advise on regulatory applications, notices, and other submissions and communications relating to the Bank’s activities and strategic initiatives, • Advise internal stakeholders on bank regulatory matters, including regulatory developments that affect the Bank’s Americas platform, • Report to the Head of Bank Regulatory Legal and collaborate closely with business line legal teams How You’ll Lead • Advise Legal senior management in the Americas on strategic and tactical responses to regulatory expectations, • Partner with regional business and infrastructure leaders on significant bank regulatory matters, • Support regulatory engagement, examinations, and supervisory matters in coordination with Regulatory Management Group Skills You’ll Need • Extensive experience advising on U.S. bank regulatory law, including the Bank Holding Company Act, the Federal Reserve Act, the Dodd-Frank Act, New York State Banking Law, and the implementing regulations thereunder, including Regulations K, O, W, Y, and YY as well as supervisory expectations, • A proven track record of broad, deep experience engaging with regulatory authorities on applications, notices, resolution plan submissions, supervisory interactions, U.S. bank examinations, and related matters, including enforcement matters, • Experience working with Finance, including Treasury and Risk Management, on bank regulatory legal issues, including strategic internal reorganizations, acquisitions, and legal entity structure and governance requirements, • Experience with, and a strong understanding of, the Investment Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including advising on the permissibility of activities and Regulation W issues, • Knowledge of U.S. regulatory reporting requirements, resolution planning requirements, and capital rules along with strong analytical and organizational skills, sound judgment, clear written and verbal communication skills, and bar admission in good standing Skills That Will Help You Excel • A proactive, forward-looking approach to legal advice, • Ability to develop practical, tactical, and strategic responses grounded in sound commercial judgment, • Strong communication and stakeholder management skills, • Experience in an in-house bank regulatory legal function, a law firm financial institutions regulatory practice, or a bank regulatory agency legal role, • A strong risk awareness and mitigation mindset paired with sound commercial judgment Expectations It is the Bank’s expectation that employees hired into this role will work in New York City or Jacksonville, Florida, in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York is $170,000 to $308,000 and in Jacksonville FL is $143,000 to $222,,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a meaningful impact on our colleagues. That’s why we focus on providing benefits and perks that enable our colleagues to live authentically and bring their whole selves to work at every stage of life. We provide physical, emotional, and financial wellness benefits that help our colleagues remain financially secure and maintain balance between work and home. Click _ to learn more. Learn more about life at Deutsche Bank through the perspectives of our current employees: _ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com. #LI-HYBRID We strive for a _ in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view and the following notices: ; ; and .

LHH Recruitment Solutions is currently working with a top-ranked Vault 20 law firm based in New York City that is seeking to add an associate to its finance practice. Details below: Sophisticated Deal Work: Attorneys in this group advise on complex transactions including leveraged acquisitions, syndicated and investment-grade lending, and asset-based finance. Recent matters have included advising on multi-billion-dollar cross-border financings and private equity-backed transactions involving major global institutions. Elite Platform: The firm is a recognized leader in banking & finance, with a dual focus on both borrower/sponsor and lender/arranger representations—a rare strength even among top-tier firms. Collaborative, Transparent Culture: Associates describe the environment as collegial and mentorship-driven, with an open-door policy and a strong emphasis on professional development. Every attorney is paired with both a partner and associate mentor. No Billable Hour Requirement: Avoid the pressure of tracking hours. Accelerated Partnership Track: The firm offers one of the fastest paths to partnership among its AmLaw peers, with clear development goals, formal feedback twice a year and informal feedback regularly. Current experience as a finance associate at an AmLaw firm is required 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

Position Overview Our client is a leading provider of outsourced C-Suite solutions to the Asset Management industry, offering embedded Controller, COO, and CCO support to hedge funds, private equity firms, and fund managers. This is a senior, client-facing role for a finance operator who thrives in dynamic environments, can own the full financial function, and brings credibility across fund accounting, reporting, compliance, and treasury. Engagements vary in scope and structure, so adaptability and deep industry knowledge are essential. Key Responsibilitie • sOwn the Management Company accounting function, including close process, allocations, and timely investor and banking reportin, • gOversee fund accounting, NAV calculations, and investor allocations; manage relationships with third-party administrators, auditors, and tax advisor, • sPrepare and review financial statements, K-1s, and quarterly investor reports; ensure compliance with SEC, IRS, and applicable regulatory requirement, • sLead cash flow forecasting, capital calls, distributions, and liquidity managemen, • tCoordinate with tax advisors on fund and management company tax structures; support audits and investor due diligenc, • eEstablish and maintain internal controls, operational risk frameworks, and SOPs; partner with legal on fund structuring and compliance matter s Requiremen • ts7+ years of progressive experience in asset management finance, with hedge fund or private equity exposure requir, • edStrong technical foundation across fund accounting, financial reporting, and management company operatio, • nsWorking knowledge of GAAP, partnership tax reporting, carried interest, and SEC/IRS complian, • ceProficiency in QuickBooks, Excel, Sage, and/or ADP; comfort across accounting and ERP syste, • msClear, confident communicator with the ability to present to investors and senior leadersh, • ipCPA preferred; entrepreneurial mindset and ability to operate independently across multiple engagements requir ed

Our client is a global bank. They seek a Director, Broker Dealer Controller to join their Jersey City, NJ office. Responsibilities • Direct month-end close and financial reporting processes to ensure accuracy, timeliness, and compliance with US GAAP, IFRS, and regulatory standards, • Lead a multi-location accounting team supporting U.S. broker-dealer and affiliated entity financial operations, • Validate revenue, expense, and balance sheet reporting to ensure accurate financial statement presentation under US GAAP and IFRS, • Collaborate with head office finance control teams to support reporting, controls, and disclosure requirements, • Liaise with regulators, external auditors, and internal audit teams to manage inquiries and ensure the timely resolution of audit matters, • Oversee all internal and external audit activities, including coordination, deliverables, and closure of audit findings, • Strengthen internal control frameworks and governance structures to maintain audit readiness and regulatory compliance, • Monitor adherence to policies, procedures, and reporting requirements across U.S. broker-dealer entities, • Advise on complex transactions, new products, and accounting standards in partnership with cross-functional stakeholders, • Drive finance transformation initiatives, including ERP enhancements, automation, analytics, and AI-enabled process improvements Requirements • 10+ years relevant experience, • Combo or private experience, • Experience with financial products across capital markets, wealth management, and retail banking, • In-depth experience and knowledge of IFRS and GAAP accounting requirements, • Strong understanding of regional and global P&L reporting, • General understanding of SEC and FINRA regulatory reports, • CPA is preferred, • Series 27 is a plus JobID: 48363

Lead AI Engineer (Vision model customization, VLM) Overview At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent — along with our deep experience in machine learning — position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our customers and businesses who have come to love the products and services we build. Team Description: The Intelligent Foundations and Experiences (IFX) team is at the center of bringing our vision for AI at Capital One to life. We work hand-in-hand with our partners across the company to advance the state of the art in science and AI engineering, and we build and deploy proprietary solutions that are central to our business and deliver value to millions of customers. Our AI models and platforms empower teams across Capital One to enhance their products with the transformative power of AI, in responsible and scalable ways for the highest leverage impact. In this role, you will: Partner with a cross-functional team of engineers, research scientists, technical program managers, and product managers to deliver AI-powered products that change how our associates work and how our customers interact with Capital One. Design, develop, test, deploy, and support AI software components including foundation model training, large language model inference, similarity search, guardrails, model evaluation, experimentation, governance, and observability, etc. Leverage a broad stack of Open Source and SaaS AI technologies such as AWS Ultraclusters, Huggingface, VectorDBs, Nemo Guardrails, PyTorch, and more. Invent and introduce state-of-the-art LLM optimization techniques to improve the performance — scalability, cost, latency, throughput — of large scale production AI systems. Contribute to the technical vision and the long term roadmap of foundational AI systems at Capital One. The Ideal Candidate: You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good. Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production. You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven. You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss. You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown. Basic Qualifications: Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 4 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 2 years of experience developing AI and ML algorithms or technologies At least 4 years of experience programming with Python, Go, Scala, or Java Preferred Qualifications: 6 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud) Experience designing, developing, delivering, and supporting AI services Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $197,300 - $225,100 for Lead AI Engineer McLean, VA: $197,300 - $225,100 for Lead AI Engineer New York, NY: $215,200 - $245,600 for Lead AI Engineer San Jose, CA: $215,200 - $245,600 for Lead AI Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity. Exposure to multiple finance domains (e. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, an

Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains. Stay up-to-date wit

Job Purpose: Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure. Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform. Duties & Responsibilities: • Serve as the first point of contact for customers needing technical assistance., • Must work East Coast Market hours, • Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues, • Troubleshoot hardware, Windows 10, Windows 11 and application issues, • Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones, • Install and manage Spyware/Malware tools, • Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay, • Provide first level network support and troubleshooting for both wireless and wired configurations, • A basic understanding of Active Directory at the Organization Unit level, • Troubleshoot Cisco Phone systems / Video conference Requirements & Qualifications: • Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support., • Experience with incident management/ticketing system like ServiceNow, • Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365, • Experience with System Center Configuration Manager/Endpoint Manager, • Experience with patch management and application deployment, • Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices, • Ability to thrive in a fast-paced environment and work effectively under pressure, • Experience providing ongoing support to C-suite executives, • Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred, • High school degree required; college degree strongly preferred, • Must be willing to get MS900 certification Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type, • No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and _. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: _.

Job DescriptionFlex is building the AI-native private bank for business owners. We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners. Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2026. We move fast, ship relentlessly, and operate with extreme ownership. Our customers are affluent business owners ($3–$200M in revenue)—the backbone of the economy and one of the most underserved segments in finance. They’re stuck with outdated banks and fragmented tools. We’re replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better—not incrementally improved. Flex has raised $100M+ in equity and $300M+ in debt. • Mission-critical problems: We build software that directly controls how money moves at scale.- High bar, low ego: Small teams, exceptional people, real ownership.- Speed over comfort: We prioritize execution, quality, clarity, and results.- Enduring impact: What we’re building will define how a generation of owners runs their businesses. Team & Locations We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote. Flex Fuels Ambition. \uD83D\uDD7A About the RoleVenture Community Leads are the face of Flex in their geographic region or category. This is our first ever hire to own the venture and founder community. Your mission will be to have everyone in your city know what Flex is by hosting intentional events, curating the invite list, and fostering relationships that become champions of the brand. You’ll report to the Head of Marketing and work closely with our creative and data teams to generate assets and ensure attribution of events and referrals. This is a highly relational, on-the-ground role: equal parts community builder, deal originator, and operator. You’ll represent Flex to venture-backed founders, GPs, and investors in your city, ensuring Flex is top-of-mind as their financial partner.✅ What You’ll Do • Host and curate events: Plan and execute dinners, salons, and small-format gatherings that attract top venture-backed founders and GPs., • Foster 1:1 relationships: Build personal connections with attendees, becoming a trusted connector and resource in the community., • Own referral flywheels: Encourage and track peer-to-peer referrals, ensuring the right attribution back to your channel., • Leverage CRM rigorously: Log every relationship, event touchpoint, and referral in CRM; ensure accurate attribution and reporting., • Follow up with intent: Send personalized notes, share relevant content, and schedule 1:1s to deepen engagement beyond the event., • Performance reporting: Measure and communicate the ROI of your efforts (pipeline generated, conversion rates, referral multipliers, CAC payback)., • Collaborate cross-functionally: Partner with Flex’s marketing, sales, and data teams to align messaging, share community insights, and optimize attribution strategies., • Represent Flex authentically: Act as the local face of Flex — knowledgeable about our product, our mission, and the needs of venture-backed founders/GPs.⚡️ What You Bring, • 2–5 years of experience in venture capital, founder support, partnerships, or ecosystem/community-building roles., • Proven ability to host and lead high-value events that drive meaningful relationships., • Existing networking and relationship-building skills with founders and VCs., • Experience working with CRM tools (e.g., HubSpot, Salesforce, Affinity) and applying attribution strategies., • Data-driven mindset: you’re comfortable tying community activity to business outcomes., • Excellent written and verbal communication; you can confidently represent Flex in front of founders and investors., • Entrepreneurial and scrappy — you thrive in ambiguity, love being on the ground, and can spin up a dinner, follow up with guests, and report results all in the same week., • Bonus: Prior experience as a founder, operator, or in a venture-backed startup community role.Why Join Us Build something generational — Capture the full lifecycle of money for ambitious business owners.Work on real money, real risk — Payments, credit, and banking at serious scale.Solve hard problems — AI, underwriting, compliance, and global finance from first principles.True ownership — Small teams, high trust, real accountability.Founder-level exposure — Direct access to leadership, customers, and investors.High bar, high taste — Move fast without cutting corners.Elite peers — People here are builders, not tourists.Real upside — Meaningful equity if you help build something big. Flexbase Technologies Inc.

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: • Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field preferred Minimum Requirements: • 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, • Strong team player who thrives in a collaborative and learning-oriented culture Preferred Qualifications: • 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 – $140,000 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.

Build the sales engine. Sell to the smartest buyers in financial services. Report directly to the CEO. This is not a seat on a sales floor. You are Concertiv's sales team. The lead AE building our new business motion, owning the playbook, the pipeline, and the logos that define our next chapter. The growth of this business will track to your work, and you'll have a direct line to the CEO to make it happen. --- Overview Selling into top private equity shops, boutique investment banks, multi-strategy hedge funds, and AmLaw 100 firms is difficult. On the other side of the table sits a buyer who is sharp, skeptical, allergic to fluff, and reluctant to spend a dollar. Vendors and service providers get one shot to make a credible case before being filtered out. Concertiv has built a sales motion around earning that shot, and earning it again. At Concertiv, we work with C-suite stakeholders at these firms every day, and we live off our ability to deliver value to, and speak the language of, the CFOs and COOs who run them. We help our clients get more out of three of their top operating expenses: travel, market data, and technology. Each one demands essential but non-core work to manage well, and most of our clients don't have a dedicated team for these categories, or the scale to build real vendor leverage. We take that work off the CFO's plate, and we deliver an average 3x return on what they spend with us. We're hiring an Account Executive to own new logo acquisition end to end. Most AE roles hand you a playbook, a territory, and a quota. This one hands you a market and asks you to figure out how to break into accounts that other vendors can't get a meeting with. You'll report directly to the CEO, sell to some of the most sophisticated buyers in the world, and build a book of business you can point to and say, "I built that." The reps who do well here are relentless but precise — they treat the work as a craft, and they win on their ability to communicate value to a CFO. This is a full-time, in-person role based in our New York City office. 50+ hours a week, small team, high standards. If you're looking for the kind of sales seat most reps don't get until they're a decade into their career, this is it. Your Team & Resources You won't be selling in a vacuum. Concertiv is backed by Long Arc Capital, and you'll have regular access to Long Arc's Investment and Operations team — experienced PE operators who can serve as coaches, sounding boards, and warm introductions as you build your book. You'll also have access to a deep network of funds and banks across Long Arc's broader ecosystem, which becomes a real sales asset: warm intros, peer references, and benchmarking data that competitors can't match. Internally, you'll work alongside our marketing, client success, and business-line teams, who will support your deals from first touch through post-sale handoff. You'll also have direct access to senior leadership, including our CEO, for executive sponsorship on strategic accounts. Responsibilities • Own the full enterprise sales cycle for new logo acquisition — from targeted outbound prospecting and executive relationship development through proposal, negotiation, and contract execution., • Carry an annual new logo ARR quota of $750,000., • Build and manage a pipeline across private equity, investment banking, hedge funds, and law firms in the US., • Generate pipeline through strategic outbound prospecting, C-suite network activation, referrals, partnership channels, and industry event engagement., • Serve as a trusted advisor to CFOs, COOs, Managing Directors, and senior finance and operations leaders on procurement strategy, vendor economics, and cost optimization., • Lead complex, multi-stakeholder sales processes, navigating procurement committees, legal review, and executive approval cycles., • Develop and deliver tailored solution proposals encompassing Concertiv's full suite — travel, market data, technology procurement, and managed services — with clear ROI modeling and peer benchmarking., • Negotiate commercial terms, pricing structures, and contract language in coordination with leadership and legal counsel., • Consult prospects on vendor management best practices, leveraging Concertiv's market data and benchmarking capabilities to build compelling business cases., • Partner closely with client success and business-line teams to ensure seamless handoffs and strong post-sale outcomes that drive referrals., • Provide market intelligence and prospect feedback to inform product positioning, pricing strategy, and ideal customer profile development., • Develop the sales playbooks, pitch materials, and case studies that will scale as the team grows., • Maintain disciplined CRM hygiene in Salesforce — deal stages, close dates, stakeholder mapping, and activity logs current at all times., • Deliver accurate weekly and monthly pipeline forecasts to sales leadership., • Consistently meet and exceed annual quota and revenue targets., • Other duties as assigned. Experience Required • At least 1 year in a quota-carrying enterprise or complex solution selling role., • Demonstrated, consistent track record of exceeding quota — with documented performance against targets in prior roles., • Direct experience selling to professional services firms — private equity, investment banking, hedge funds, consulting firms, or law firms required., • Proven ability to lead complex, multi-stakeholder enterprise sales processes from prospecting through close., • Executive presence and credibility — ability to engage and influence C-suite and MD-level buyers on strategic and financial topics., • Experience with Salesforce for pipeline management, forecasting, and territory planning., • Strong consultative selling skills: business case development, ROI modeling, procurement economics, negotiation, and closing., • Excellent written and verbal communication skills with a high standard for proposal and presentation quality. Preferred • Experience selling procurement, managed services, travel management, market data, or vendor management solutions., • Deep familiarity with the operational and procurement needs of financial services or professional services firms — understanding of fund structures, investment bank workflows, or law firm economics is a strong differentiator., • Experience building or contributing to go-to-market strategy, sales process development, or sales enablement in a scaling organization., • Familiarity with enterprise sales tools beyond Salesforce, e.g., Outreach, LinkedIn Sales Navigator, Gong, Clari., • Bachelor's degree or equivalent combination of education and work experience. Travel Requirements Up to 25% travel may be required for this position. Compensation In compliance with the New York State Pay Transparency Law and NYC Local Law 32, the compensation range below reflects the good faith base salary range Concertiv expects to pay for this role. Actual compensation within this range will be based on experience, skills, and qualifications. Total compensation includes base salary plus variable compensation. Base salary range: $115,000 – $135,000; On-target earnings: approximately $231,000 – $251,000, inclusive of on-target commission and a discretionary quarterly bonus. Commission structure includes accelerators above quota. Details provided during the interview process. Benefits Medical, dental, vision, HSA with a $75 monthly employer contribution, FSA, EAP, unlimited PTO, 401(k) with company match, and paid parental leave. STD, LTD, Life and AD&D are 100% employer paid. Equal Employment Opportunity Concertiv is an equal opportunity employer. We are committed to a workplace free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law, including the New York State Human Rights Law and the New York City Human Rights Law.

Job Description Looking for a Special Assets Senior Associate, Loan Workout position with 4–6 years of experience in Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking with exposure to stressed and distressed credits with a Premier Private Credit firm in New York. The Special Assets team at Premier Private Credit firm focuses on managing stressed and underperforming credit investments, evaluating restructuring and recovery alternatives, and maximizing value across portfolio companies. The Associate will work closely with deal teams and senior professionals to assess credit performance, liquidity, and recovery prospects while supporting complex restructuring and amendment processes. This role requires a highly analytical professional who can evaluate distressed situations, build financial models, and collaborate across internal and external stakeholders to achieve optimal outcomes. Key Responsibilities • Manage and monitor a portfolio of stressed and underperforming credits, including owned portfolio companies., • Re-underwrite actionable credits with a focus on liquidity, operational performance, and recovery prospects., • Evaluate restructuring, amendment, waiver, and recovery alternatives through detailed financial analysis and scenario modeling., • Support value creation and recovery strategies for portfolio companies and credit investments., • Participate in negotiations with financial sponsors, management teams, lenders, and other stakeholders across the capital structure., • Prepare internal memos, portfolio updates, restructuring materials, and investment committee presentations., • Contribute to deal team discussions by identifying key risks, opportunities, and recommended courses of action. Credit Analysis & Transaction Execution • Build and maintain financial models including liquidity analysis, downside cases, recovery analysis, and debt waterfall scenarios., • Assess covenant compliance, cash flow performance, and short-term liquidity forecasts., • Analyze complex credit situations and develop recommendations for restructuring and recovery strategies., • Stakeholder Management & Leadership, • Work closely with deal teams, senior investment professionals, financial sponsors, management teams, restructuring advisors, and legal counsel., • Support negotiations and documentation related to amendments, waivers, restructurings, and recovery initiatives. Experience • 4 – 6 years of experience in Credit Workouts, Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking., • Prior experience evaluating stressed or distressed credits and participating in restructuring situations is preferred. Education • Bachelor's degree in Finance, Accounting, or a related discipline with a strong academic record. Skills • Strong analytical and quantitative skills with a solid foundation in corporate finance, accounting, and credit analysis., • Advanced Excel modeling skills, including liquidity forecasting, scenario analysis, recovery analysis, and debt waterfall modeling., • Excellent written and verbal communication skills with the ability to present complex situations clearly and concisely., • Ability to manage multiple projects and deadlines in a fast-paced environment. If you're interested in this position Please Apply Here with your resume. If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist. LinkedIn Job Post: https://www.linkedin.com/jobs/view/4419260021/ Here is a list of All The Jobs we are working on at Libertas Recruiting: https://libertasfsrecruiting.com/find-a-job/

Job Description Apicha Community Health Center aims to improve community health by providing access to comprehensive primary care, preventive health services, mental health, and supportive services. The center is dedicated to delivering high-quality, culturally competent services that enhance the quality of life. It also advocates for and offers a welcoming environment for underserved and vulnerable populations. We are seeking a Senior Accountant for our Manhattan location. Position Summary: Under the supervision of the Controller, the Senior Accountant is primarily responsible for managing and exercising professional judgment with respect to organizational purchasing, accounts payable functions, and through payments, facilitating the preparation of journal entries, maintaining balance sheet schedules and ledgers and account and bank reconciliations. Additionally, the Senior Accountant assists and advises the Controller with monthly closings, account analysis, and supports the Controller in carrying out the responsibilities of the Finance Department. Significant responsibilities of the position include, but are not limited to: • Purchasing and Payables Management: System Management – Review daily activity in the automated management system, ensure that system is operating effectively, and address any system alerts in a timely manner, • Monitor timely submission of vendor invoices, respond to vendor inquires and reconcile vendor invoice / statement discrepancies, • Accounting: Complete bank reconciliations in a timely and accurate manner, review outstanding checks and alert the Controller of any discrepancies, • Program Budgets / Contracts and Grants: Manage state and city awards, contracts, and other foundation (private) grants and related program budgets for the organization., • Banking: On a daily basis, download and distribute available cash balances and reconcile any positive pay exceptions, • Payroll and Benefits: Enter new hire payroll and tax information in ADP, and terminate employees when, • Insurance: Complete all corporate insurance applications in an accurate and timely manner, and serve as primary liaison with agency brokers and corporate insurance carriers, • Maintain schedule of coverages, including limits, annual premiums, deductibles, etc, • Compliance and Collaboration: Prepare and submit the Public Goods Pool and Medicare Credit Balance reports, maintain supporting worksheets – oversee and coordinate timely transfer of funds, as needed. Qualifications • Bachelor’s degree in accounting or business, minimum of five (5) years’ experience in accounting/finance, • Knowledge of general ledger account reconciliation and the purchasing / accounts payable cycle, and experience with program budgeting, contracts and multi-source funding is preferred, • Knowledge and proficiency of Finance / Accounting principles, • Experience in managing and overseeing complex financial transactions and accounting systems, • Demonstrate the ability to multitask, to problem solve, and work with diverse compliance / reporting requirements, • Strong computer skills are essential, especially with Excel, • Excellent verbal and written communication skills, • Excellent organizational and time management skills At Apicha, we believe that serving the needs of our staff is just as important as serving the needs of underserved people of New York City as such we are proud to offer our team members a competitive employee benefits package which include 12 Paid Holidays, vacation and sick leave, Health Insurance Coverage, Flexible Spending Account, Life Insurance, Employee Assistant Program just to name a few.

Job Description We are sharing a specialised part-time consulting opportunity for Spain- and Latin America-based finance professionals experienced in hedge funds, private equity, investment banking, equity research, corporate finance, venture capital, investment analysis, financial reasoning, and structured finance review. This role supports current and upcoming remote consulting opportunities focused on finance research, investment reasoning evaluation, market analysis, company analysis, transaction review, financial content assessment, and high-quality project execution. Selected professionals will apply their finance expertise to review, evaluate, and contribute to structured research tasks involving real-world financial judgment and professional investment analysis. Key Responsibilities Professionals in this role may contribute to: Finance Research & Investment Review • Review finance-related tasks involving hedge funds, private equity, investment banking, equity research, corporate finance, venture capital, or related investment workflows, • Evaluate materials involving market analysis, company analysis, valuation logic, transaction reasoning, or investment thesis development, • Create or review structured finance scenarios grounded in professional investment, advisory, and corporate finance workflows, • Apply practical finance judgment to assess whether outputs are accurate, complete, and commercially realistic Financial Reasoning & Structured Evaluation • Assess finance-related outputs for reasoning quality, analytical rigor, clarity, and professional relevance, • Identify weak assumptions, incomplete analysis, unsupported conclusions, or gaps in financial logic, • Apply structured criteria or rubrics to evaluate finance research quality, • Provide clear written feedback explaining strengths, weaknesses, and improvement areas Project Documentation & Quality Review • Produce clear, well-organized written analysis and review notes, • Maintain strong attention to detail across submitted work, • Follow project instructions and quality standards consistently, • Support high-quality project execution through reliable, structured finance review Ideal Profile Strong candidates may have: • Current location in Spain or Latin America, • At least 2 years of experience at strong finance firms or investment-focused organizations, • Background in one or more of the following areas: hedge funds, private equity, investment banking, equity research, corporate finance, venture capital, or investment analysis, • Strong understanding of investment reasoning, valuation, due diligence, market analysis, company analysis, or transaction-related workflows, • Excellent written communication skills and ability to explain financial reasoning clearly, • High attention to detail and strong analytical judgment, • Ability to work independently in a remote, project-based environment Educational Background • Academic backgrounds in finance, economics, business, accounting, engineering, mathematics, statistics, data analysis, or related fields may be highly relevant, • Professional training in investment banking, private equity, hedge funds, equity research, venture capital, corporate finance, or financial analysis may be especially valuable, • Equivalent professional experience may be considered depending on project needs Nice to Have • Experience with financial modeling, valuation, investment memos, pitchbooks, transaction materials, public markets research, or private markets due diligence, • Exposure to M&A, leveraged buyouts, growth equity, venture investing, credit analysis, portfolio company analysis, or corporate finance planning, • Experience preparing or reviewing investment committee materials, company research, market maps, or financial diligence notes, • Strong ability to evaluate both qualitative investment reasoning and quantitative financial analysis, • Availability for at least 10 hours per week depending on project scope Why This Opportunity • Apply finance and investment expertise to structured remote consulting work, • Contribute to high-quality finance research, investment reasoning review, and analytical evaluation, • Work on flexible assignments aligned with your hedge fund, private equity, investment banking, equity research, corporate finance, or venture capital background, • Use your professional finance judgment to assess complex investment and market reasoning, • Remote structure with competitive hourly compensation Contract Details • Independent contractor role, • Fully remote with flexible scheduling, • Eligible professionals should be based in Spain or Latin America depending on project needs, • Minimum commitment of approximately 10 hours per week depending on project availability, • Minimum engagement length of approximately four weeks depending on project scope, • Competitive rates between $40–$90 per hour depending on expertise and project scope, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance, • Work will not involve access to confidential or proprietary information from any employer, client, or institution About the Platform This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.

Job Description The Vice President, C&I Credit Underwriter is responsible for the independent underwriting and risk assessment of credit facilities extended to middle market companies across the technology, healthcare, and sponsor-backed sectors. This role supports lending activity for both corporate and private equity-sponsored borrowers, including financing supporting platform investments, recapitalizations, and tuck-in acquisitions. The Vice President partners with Relationship Management teams during transaction origination to evaluate credit opportunities and structure facilities consistent with the bank’s risk appetite, regulatory expectations, and portfolio strategy. The role is responsible for conducting comprehensive credit analysis, evaluating borrower performance and industry dynamics, structuring appropriate credit protections, and preparing credit memoranda for approval by senior credit officers. In addition to transaction underwriting responsibilities, the Vice President supports ongoing portfolio credit oversight and participates in monitoring borrower performance and emerging credit risks. Essential Job Functions: • Transaction Underwriting, • Lead the independent underwriting and credit analysis of new lending transactions across technology, healthcare, and sponsor-backed middle market borrowers., • Evaluate borrower financial performance, operating trends, and projections to assess cash flow generation, leverage capacity, liquidity, and debt service ability., • Perform detailed financial modeling including:, • EBITDA normalization and quality of earnings analysis, • leverage and liquidity analysis, • free cash flow generation, • downside stress testing., • Assess technology and healthcare business models, including recurring revenue structures, customer concentration, reimbursement frameworks, regulatory considerations, and competitive positioning., • Underwrite private equity-sponsored transactions, including platform financings and add-on / tuck-in acquisitions, evaluating sponsor support, integration risk, and post-transaction leverage., • Structure credit facilities including:, • revolving credit facilities, • term loans, • acquisition facilities, • delayed draw term loans., • Identify key credit risks and structure appropriate financial covenants, collateral support, reporting requirements, and structural mitigants., • Prepare term sheets, prescreen memos, and comprehensive credit approval memoranda summarizing borrower performance, transaction structure, industry outlook, risk considerations, and recommended credit terms., • Present transactions to credit committees and senior credit officers as required., • Portfolio Credit Oversight, • Monitor the credit performance of assigned borrowers within the technology, healthcare, and sponsor finance portfolio., • Review borrower financial statements, covenant compliance certificates, and operating metrics to assess performance relative to underwriting expectations., • Evaluate the impact of acquisitions, add-on strategies, and changes in capital structure on borrower credit profile., • Identify emerging risks and recommend appropriate actions including risk rating changes, amendments, waivers, or restructuring strategies where necessary., • Participate in periodic portfolio reviews and credit risk discussions with senior credit leadership., • Collaboration and Professional Contribution, • Partner with Relationship Managers teams to evaluate prospective lending opportunities., • Provide guidance regarding credit structure, leverage tolerance, covenant frameworks, and credit risk considerations during early-stage transaction discussions., • Participate in borrower management meetings, lender presentations, and sponsor diligence discussions as appropriate., • Support the development of the bank’s technology, healthcare, and sponsor finance lending platform through disciplined credit structuring and thoughtful risk assessment., • Credit Governance & Risk Management, • Ensure credit underwriting and approval processes comply with the bank’s credit policies, regulatory guidance, and risk management standards., • Coordinate with legal counsel and internal teams regarding loan documentation and closing conditions., • Maintain complete and well-documented credit files supporting underwriting decisions., • Support internal credit review, audit, and regulatory examinations as required. Knowledge, Skills, and Experience Requirements: • Bachelor’s degree in Finance, Accounting, Business Administration, or related discipline. An MBA and/or CFA, CRC a plus., • 5–10 years of commercial banking or sponsor finance credit underwriting experience, preferably within middle market lending., • Demonstrated experience underwriting cash flow-based lending transactions., • Experience evaluating private equity sponsor-backed borrowers and acquisition financings, including add-on or tuck-in strategies., • Familiarity with technology and healthcare sectors, including SaaS revenue models, technology-enabled services, and healthcare services providers., • Strong financial modeling skills and ability to evaluate leverage capacity, liquidity profiles, and downside scenarios., • Experience structuring financial covenants, collateral packages, and credit protections., • Excellent written communication skills with ability to prepare clear and concise credit memoranda., • Ability to manage multiple transactions simultaneously in a deadline-driven environment., • Strong analytical judgment and ability to work collaboratively with origination, risk, and credit leadership. Our job titles may span more than one career level. The starting base salary for this role is between $130,000.00 – $150,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

You will join a premier global law firm recognized for advising many of the world's leading corporations, financial institutions, private equity sponsors, and sovereign entities on their most significant and complex transactions. The firm has a longstanding reputation for excellence in corporate law, capital markets, mergers and acquisitions, banking, and regulatory matters, and is consistently involved in high-profile, market-defining deals across industries and jurisdictions. The firm's Capital Markets practice advises issuers, underwriters, sponsors, and investors on a broad spectrum of financing transactions, ranging from initial public offerings and follow-on equity offerings to investment-grade and high-yield debt issuances, liability management transactions, and other strategic capital-raising initiatives. The Opportunity As a Capital Markets Associate, you will play a key role in advising clients on sophisticated domestic and cross-border securities offerings and related corporate transactions. You will work directly with clients, investment banks, and senior lawyers to structure, negotiate, and execute complex transactions in fast-paced and highly demanding environments. You will manage critical aspects of transactions from launch through closing, including conducting due diligence, drafting offering documents and transaction agreements, preparing securities filings, coordinating with internal and external stakeholders, and overseeing transaction execution timelines. In addition to transactional work, you will counsel public and private company clients on securities law compliance, corporate governance matters, disclosure obligations, and ongoing reporting requirements. You will also advise on liability management exercises, tender offers, exchange offers, and other strategic financing transactions designed to meet evolving business objectives. Responsibilities • Advise issuers and underwriters on equity and debt capital markets transactions., • Draft and negotiate registration statements, prospectuses, offering memoranda, underwriting agreements, and related transaction documentation., • Conduct legal due diligence and manage disclosure review processes., • Coordinate transaction execution with clients, financial advisors, auditors, and opposing counsel., • Advise on U.S. securities laws, stock exchange requirements, and public company reporting obligations., • Support strategic financing and liability management transactions., • Manage multiple concurrent matters while maintaining exceptional attention to detail and responsiveness. Qualifications • J.D. from an accredited law school and admission to practice in New York (or eligibility to obtain admission)., • Prior experience representing issuers, underwriters, or financial institutions in capital markets transactions., • Strong drafting, analytical, and project management skills., • Excellent interpersonal and communication abilities., • Demonstrated ability to thrive in a collaborative, high-performance environment and manage complex matters under tight deadlines. What You Can Expect You will gain exposure to some of the most sophisticated capital markets transactions in the market while working alongside leading practitioners in the field. You will receive significant responsibility early in your career, develop direct client relationships, and collaborate with multidisciplinary teams on matters that regularly shape the financial markets.

Client Overview Our client, a highly respected, mission-driven nonprofit investment organization, is seeking a sharp, experienced, and proactive Senior Executive Assistant to support their CEO. This organization partners across finance, community development, and impact initiatives, and is looking for a Senior Executive Assistant who can transition seamlessly from a corporate environment into a purpose-driven organization. This role is ideal for someone coming from finance, private equity, investment banking, or high-level corporate environments who is excited by meaningful, mission-oriented work while continuing to operate at an executive level. Salary/Hourly Rate $40+/hr temporary rate $90K - $120K upon permanent conversion Position Overview The Senior Executive Assistant will provide high-level support to the CEO while helping manage executive operations, board communications, scheduling, travel coordination, and strategic initiatives. This role requires a polished and confident professional with exceptional organizational skills, executive presence, and the ability to anticipate needs in a fast-paced environment. The ideal candidate has extensive experience supporting C-level leadership, preferably within finance, private equity, investment, or corporate environments, and is interested in transitioning those skills into the nonprofit space. Responsibilities Of The Senior Executive Assistant • Manage a highly complex executive calendar, meetings, and scheduling priorities., • Coordinate domestic travel arrangements, itineraries, and logistics., • Act as a gatekeeper and liaison between the CEO, executive team, board members, and external stakeholders., • Prepare presentations, reports, correspondence, and meeting materials., • Track executive priorities, action items, and follow-ups across multiple initiatives., • Coordinate executive team meetings, agendas, and materials., • Maintain executive files, records, and contact management systems., • Support board-related logistics and executive-level communications., • Assist with special projects, operational initiatives, and executive administration., • Manage expense reporting, contracts, vendor coordination, and administrative workflows. Required Experience/Skills For The Senior Executive Assistant • 10+ years of Executive Assistant experience supporting C-level executives is required., • Interest in working within a mission-driven nonprofit organization., • Advanced proficiency in Microsoft Office Suite, Outlook, PowerPoint, Teams, and Excel., • Strong experience with calendar management and executive travel coordination., • Experience using Concur is required., • Excellent communication, follow-up, and organizational skills., • Highly proactive, polished, and confident professional presence., • Ability to thrive in a fast-paced executive environment while maintaining discretion and professionalism. Preferred Experience/Skills For The Senior Executive Assistant • Salesforce experience is strongly preferred., • Strong background supporting executives within finance, private equity, investment banking, or corporate environments is strongly preferred., • Experience supporting CEOs or senior executive leadership teams., • Experience working with boards or executive committees., • Exposure to nonprofit, philanthropy, or community development organizations is a plus. Education Requirements • Bachelor’s degree or equivalent experience is required. Benefits • Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).

Job Description • Investment Professional – Specialty Finance Location: New York, NY (Onsite) Employment Type: Full-Time Salary: $100,000 per year Position Overview Our client is seeking a talented Investment Professional to join its Specialty Finance Group. This role offers the opportunity to evaluate and execute debt and equity investment opportunities across consumer and commercial finance sectors. Working in small deal teams alongside senior management, the professional will have significant influence on investment decisions and portfolio performance, gaining exposure to alternative investments and the full investment lifecycle. Key Responsibilities Deal & Investment Process • Participate in all phases of the investment process, including:, • Idea generation and origination, • Evaluation and underwriting, • Financial modeling and valuation, • Negotiation, structuring, closing, and execution, • Portfolio management and exit analysis Analysis & Diligence • Conduct detailed fundamental analysis of private credit and private equity opportunities, • Evaluate specialty finance companies across various industries, credit profiles, and asset types, • Build and maintain complex financial models to support underwriting and valuation Portfolio Management • Monitor and manage ongoing investments across consumer and commercial finance strategies, • Track performance, cash flow models, risk metrics, and covenant compliance, • Engage with management teams and financial sponsors Deal Team Collaboration • Work in small, high-performance deal teams alongside senior leadership, • Coordinate due diligence, legal negotiations, and cross-functional workstreams, • Prepare investment memos, recommendations, and presentations for internal committees Desired Skills & Experience Sector Expertise (Strong Preference) • Consumer lenders: installment loans, BNPL, subprime/high APR, • Small business lenders: merchant cash advances (MCAs), factoring, working capital providers Professional Background • Prior experience in:, • Private equity, • Investment banking, • Credit investing, • Management consulting, • Other highly analytical roles Core Competencies • Strong financial modeling and analytical skills, • Exceptional written and verbal communication, • Ownership mentality with ability to manage multiple deal workstreams, • Strong organizational skills and attention to detail, • Ability to interact professionally with management teams, sponsors, and senior leaders Compensation & Benefits • Base Salary: $100,000 (internal range $100k–$300k), • Bonus: Annual discretionary, performance-based, • Benefits Include:, • 100% employer-paid medical, dental, and vision insurance, • 100% employer-paid life & AD&D insurance, • FSA, HSA, and commuter pretax benefit accounts, • Daily paid breakfast and lunch, • Company-sponsored ski and sailing trips, • Mentorship programs and team-building events Powered by JazzHR h5GTtYjRmh

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required -2?6 years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits PTO Insurance 401K

Job Description Our financial client is seeking an experienced CRM Manager with deep expertise in the DealCloud platform to lead the strategic management, optimization, and ongoing evolution of the firm’s CRM ecosystem. This individual will serve as the primary business-facing owner of the DealCloud platform, partnering closely with data teams and technology stakeholders to drive platform enhancements, improve operational workflows, and support the firm’s broader data and reporting initiatives. Primary Responsibilities • DealCloud Platform Ownership & Strategy, • Serve as the primary business owner and subject matter expert for the DealCloud platform., • Define and execute CRM roadmap priorities aligned with business objectives and user needs., • Partner with bankers, coverage teams, and corporate functions to identify opportunities for platform optimization and workflow improvements., • Drive continuous enhancement of DealCloud functionality, user experience, dashboards, reporting, and automation capabilities., • Evaluate and recommend new features, integrations, and platform capabilities to support evolving business requirements., • User Support, Training & Adoption, • Drive platform adoption through training, user support, documentation, and change management initiatives., • Develop user guides, process documentation, and CRM best practice materials., • Serve as escalation point for DealCloud-related support issues and enhancement requests., • Identify opportunities to improve user engagement and increase platform utilization across teams. Specific Qualifications • 4-6+ years of experience in CRM management, business systems analysis, platform administration, or enterprise application management within financial services, investment banking, private equity, consulting, or related industries., • Deep hands-on experience with the DealCloud platform, including configuration, administration, workflows, dashboards, reporting, permissions, and data management., • Strong understanding of investment banking workflows, deal lifecycle management, pipeline management, relationship tracking, and business development processes., • Proven experience leading CRM enhancement projects, implementations, or platform transformation initiatives., • Experience working with cross-functional stakeholders including business users, technology teams, data teams, and external vendors., • Highly organized, proactive, and capable of managing multiple concurrent initiatives in a fast-paced environment. Preferred Qualifications • Prior experience supporting DealCloud within an investment bank, private equity firm, asset manager, or alternative investment platform., • Understanding of the Celeste AI functionality, implementation and use cases, • Experience managing CRM governance frameworks and enterprise data quality initiatives., • Familiarity with automation tools, workflow orchestration, and CRM integration architecture., • Experience leading platform adoption or change management programs., • Bachelor’s degree in Business, Information Systems, Finance, Technology, or related field.

Job Description About the Firm Our client is an SEC-registered investment manager. The Opportunity This is a newly created role sitting within the Finance team and reporting directly to the Director of Finance. The Fund Operations Analyst will play a central role in supporting the day-to-day operations of managed private equity funds across cash treasury management, trade settlement, entity setup, and investor relations support. The right person thrives in a lean, fast-moving environment, takes ownership without being asked, and communicates proactively when issues arise. What You'll Do Trade Settlement and Reconciliations (30%): Coordinate trade settlement and reconciliations with counterparties, including performing callbacks, assisting with KYC requests, and working cross-functionally with internal stakeholders to resolve breaks and ensure accuracy. Cash Treasury Management and Vendor Payments (25%): Ensure daily cash balances are reported correctly across funds, manage money market funds, maintain appropriate cash levels for trading activity and expense processing, and coordinate recurring vendor payments. Entity and Bank Account Setup (30%): Coordinate the operational setup of new entities for trades and bank accounts, ensuring completeness and accuracy across all required documentation and internal systems. Investor Relations Support (10%): Assist in managing and responding to investor requests in a timely and professional manner. New Fund Launches (5%): Support the operational setup and onboarding process for new fund launches as the firm continues to expand its fund platform. What We're Looking For • 2–3 years of operations experience in private equity, hedge funds, or banking, • Bachelor's degree in Finance or Accounting, • Working knowledge of the trade life cycle: settlements, reconciliations, counterparty coordination, • Comfortable working directly with a third-party fund administrator, • Strong organizational skills with the ability to manage multiple competing deadlines Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description We are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions. Responsibilities: • Leading day-to-day fundraising mandate execution involving direct client interaction, • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as required, • Overseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRM, • Distribution coverage of a number of qualified US institutional investors, • Supporting the management and execution of investor due diligence processes (RFIs), • Supporting the management and coordination of client roadshows, • Supporting prospective client searches and due diligence for mandate origination, • Assessing industry research and trends Qualifications: • At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategies, • Strong verbal and written communication skills, • Strong Microsoft PowerPoint, Word and Excel skills, • Excellent attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Position: Cash Account Manager Location: Hybrid (Must Reside in NY/NJ/CT) Work Schedule: Monday - Friday, 9:00am - 5:00pm Compensation: $135,292.44 - $152,204.00 Annual Salary Our Community Mission VillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and managed care services. Our mission is to promote healing, better health and well-being to the fullest extent possible. Our care is offered through a comprehensive array of community and residential programs, as well as managed care. VillageCare has delivered quality health care services to individuals residing within New York City for over 45 years. Core Responsibilities The Cash Accounting Manager leads VillageCare's cash and treasury operations to ensure accurate liquidity reporting, strong controls, and timely close support. This role safeguards compliance with treasury policies, GAAP, and applicable statutory requirements while enabling efficient payment and banking processes. Key responsibilities include managing bank and cash-related vendor relationships; administering user entitlements; overseeing ACH/wire releases, stops, and exceptions; maintaining cash projections and reporting cash position to leadership; supervising bank reconciliations and resolving variances; overseeing cash receipts (including lockbox), intercompany transfers, and investment activity; supporting audits, escheatment reporting/filing, and month-end/year-end close deliverables; and driving automation enhancements in Oracle Fusion ERP Cash Management. Required qualifications/skills: • 7+ years of general accounting experience (BA/BS in Accounting/Finance preferred or equivalent), • Proficiency with Excel and ERP/treasury systems (e.g., Oracle), • Supervisory experience preferred; nonprofit/public/private mix a plus Apply to bring disciplined, customer-focused treasury leadership to VillageCare. A Typical Workday As a Cash Accounting Manager, your day typically begins by confirming prior-day bank activity and reviewing cash position updates before connecting with Treasury staff on priorities and open items. Mid-morning, you'll coordinate with Billing, AP, and Accounting to align on timing, resolve questions, and keep close-related schedules moving. You'll spend focused time in Oracle Fusion ERP monitoring cash management data quality, addressing upload or coding variances, and preparing clear analyses for managers, auditors, or regulators. Later in the day, you'll hold brief check-ins to coach the team, document control steps, and ensure deliverables are ready for month-end and year-end timelines. The role offers work-from-home flexibility while maintaining consistent collaboration during standard business hours. Job Posted by ApplicantPro

Job DescriptionAbout the Role Our client, a growing alternative investment manager, is seeking an Investor Relations & Fundraising Associate to join its capital formation team. This individual will play a key role in supporting fundraising initiatives, investor communications, and business development efforts across the firm's investment strategies.The successful candidate will work closely with senior leadership, investment professionals, and cross-functional teams to help deliver a best-in-class investor experience while supporting the firm's continued growth. This role offers significant exposure to fundraising, product positioning, investor reporting, and strategic projects within a collaborative investment environment.Responsibilities • Support fundraising and business development initiatives through the preparation of marketing materials, investor presentations, and fundraising collateral., • Manage and coordinate responses to investor due diligence requests, RFPs, DDQs, consultant questionnaires, and other information requests., • Draft, review, and maintain investor-facing materials to ensure consistency, accuracy, and alignment with firm messaging., • Partner with investment, finance, operations, and legal teams to gather and synthesize information for prospective and existing investors., • Analyze and organize complex information and data, translating investment concepts into clear, concise, and compelling communications., • Assist with investor onboarding activities, ongoing relationship management, and recurring reporting requirements., • Maintain investor databases, marketing content, and fundraising documentation., • Support strategic projects related to capital raising, product development, and business growth initiatives., • Help improve internal processes and workflows that enhance the investor experience and fundraising function.Qualifications & Preferred Experience, • 3–7 years of experience within investor relations, capital raising, fundraising support, investment banking, private credit, private equity, asset management, or a related financial services environment., • Strong written communication skills with the ability to develop polished, professional investor-facing materials., • Experience supporting RFP, DDQ, consultant questionnaire, or institutional fundraising processes., • Ability to synthesize complex financial and investment information into concise, compelling content., • Strong analytical and problem-solving skills with exceptional attention to detail., • Advanced proficiency in Microsoft Excel and PowerPoint., • Experience working with institutional investors, consultants, placement agents, or fundraising teams is highly desirable., • Bachelor's degree required; advanced degree or relevant professional designation is a plus., • Ability to manage multiple priorities in a deadline-driven environment., • Strong interpersonal skills and a collaborative approach to working across teams.Compensation will be competitive and commensurate with experience. Bonus eligibility included.Benefits may include:, • Medical, Dental, and Vision Insurance, • 401(k) Retirement Plan, • Paid Time Off and Holidays, • Professional Development Opportunities, • Performance-Based Incentive CompensationAdditional Information We may use artificial intelligence (AI) tools to support portions of the hiring process, including resume review and candidate evaluation. These tools assist our recruiting team but do not replace human decision-making. Final hiring decisions are made by human reviewers.Source material reviewed and materially rewritten from the client's original description. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: • Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives, • Support new business (for both public and private clients) and marketing initiatives as appropriate, • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions, • Manage and execute on buyer interaction, transaction due diligence, etc., • Review and oversee development of financial models, valuation analyses, research, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Review and oversee development of financial models, valuation analyses, research Qualifications: • Bachelor’s Degree required, • 3-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment, • SIE, 79, 63 FINRA registrations required at time of hiring or shortly thereafter Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Growing Boutique Investment Banking firm This role will report directly to the Head of Human Capital and will be responsible for managing the full recruitment lifecycle across all departments, supporting the firm’s continued growth. • This is an opportunity to play a meaningful role in the firm’s talent strategy, drive recruiting efforts end-to-end, and help shape the employee experience., • Strong recruiting acumen and ability to identify high-quality talent across competitive markets., • Demonstrated ability to bring forward ideas, enhance workflows, and contribute to the evolution of recruiting and onboarding processes, • Solutions-oriented mindset with the ability to identify inefficiencies and implement scalable process improvements., • Entrepreneurial approach with a willingness to build and refine recruiting infrastructure within a growing organization., • Oversee relationships with external recruiting agencies and search partners, • Track agency performance and ensure alignment with hiring expectations, timelines, and internal standards., • Manage the applicant tracking system (ATS) and interview coordination process, and support onboarding initiatives for new hires. Manage the full recruitment lifecycle across all departments and levels of the organization., • Source, screen, and evaluate candidates across financial services talent pools., • Maintain accurate candidate tracking and recruiting reporting within the ATS while coordinating interviews across multiple stakeholders., • Develop and maintain long-term talent pipelines for strategic and frequently hired roles., • Monitor market trends and talent movement across financial services to provide competitive recruiting insights., • Coordinate onboarding processes, including background checks, documentation, and equipment provisioning., • Partner with the Head of Human Capital to deliver a seamless and high-touch onboarding experience., • Assist with the development of onboarding materials and continuous process improvements., • Prepare weekly and monthly recruiting metrics and reporting for senior management., • Support the ongoing development of recruiting workflows, processes, and documentation as the firm continues to scale. Requirements • Bachelor’s degree plus 5+ years of recruiting experience, ideally in-house within financial services, private equity, private credit, investment management, fintech, or a high-growth corporate environment., • Strong sourcing capabilities with hands-on experience using LinkedIn Recruiter, Boolean search methodologies, Indeed, and other talent platforms., • Strong organizational and project management abilities with the capacity to manage multiple searches simultaneously., • Strong technology proficiency, including ATS platforms, HR systems, and AI-enabled recruiting tools., • Strong analytical and problem-solving skills with a commitment to accuracy and execution.

Job Description Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. Territory Sales Manager – Northeast About Banyan Software: Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build, and grow great enterprise software businesses around the world that have dominant positions in niche vertical markets. Founded in 2016 with a permanent capital base, Banyan follows a buy-and-hold-for-life strategy designed to preserve founder legacies and support long-term growth. Banyan is proud to be Great Place to Work® Certified, committed to making an enduring impact, and recognized for the last five years as one of the fastest-growing private companies in the U.S. on the Inc. 5000, as well as a top 10 company on the Deloitte Technology Fast 500. About O.R. TRAX: O.R. TRAX is a healthcare SaaS company transforming how hospitals and ambulatory surgery centers manage vendor credentialing and surgical scheduling. Through its iBadge technology, the platform streamlines vendor check-ins, enforces compliance, and improves operating room efficiency at scale. Trusted by leading healthcare systems, O.R. TRAX helps organizations reduce surgical delays, improve compliance, and enhance patient outcomes. As the company continues to scale, strong commercial execution and deep customer relationships are critical to expanding market presence and driving growth. About the Role: We are seeking a high-performing Territory Sales Manager – Northeast to drive new business growth and expand O.R. TRAX's footprint across hospitals, health systems, and ambulatory surgery centers. This is a highly autonomous, field-focused role responsible for owning a defined territory end-to-end — from prospecting and pipeline development to closing and post-sale partnership. The ideal candidate is a proven healthcare sales professional who thrives in a fast-paced environment, builds strong relationships with clinical and operational leaders, and consistently exceeds revenue targets. This role requires strong consultative skills, the ability to navigate complex healthcare environments, and a proactive, self-driven approach to building and managing a territory. The Role: • Own Territory Growth: Build, manage, and expand a book of business across hospitals, health systems, and ambulatory surgery centers within the Northeast region., • Drive New Business Development: Prospect, network, and engage with key stakeholders including OR administrators, perioperative leaders, clinical directors, and materials management teams., • Lead Consultative Sales Cycles: Identify client pain points, position tailored solutions, and navigate complex buying processes within healthcare organizations., • Deliver High-Impact Demos: Conduct compelling product demonstrations and presentations that clearly communicate value and drive customer interest., • Close & Expand Accounts: Own the full sales cycle from initial outreach through contract execution, ensuring consistent pipeline conversion and revenue growth., • Represent the Brand: Act as a market ambassador by attending healthcare events, trade shows, and industry forums to build awareness and generate leads., • Partner Cross-Functionally: Collaborate with implementation and support teams to ensure successful onboarding and long-term client satisfaction., • Manage Pipeline & Forecasting: Maintain accurate pipeline visibility, activity tracking, and forecasting to support revenue targets and operational planning. Qualifications for Success: • 4+ years of experience in healthcare sales, including SaaS, healthcare technology, or medical device sales, with a proven track record of exceeding quotas., • Demonstrated success selling into hospitals, health systems, and/or ambulatory surgery centers., • Strong relationship-building skills with the ability to engage and influence clinical and operational stakeholders., • Proven consultative selling approach with the ability to navigate complex healthcare buying environments., • Self-starter mindset with the ability to operate independently, manage a territory, and drive outcomes in a high-growth environment., • Strong communication and presentation skills, including experience delivering product demos and executive-level conversations., • Ability to manage pipeline, forecasting, and sales metrics effectively., • Based in the Northeast with willingness to travel across the territory., • Experience with OR workflows, vendor credentialing, or hospital compliance is a strong plus. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Teams, associates, our Operating Companies, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone Compensation Range – 175K – 200K OTE + Commissions, Benefits and other perks Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. Recruitment NoticeBanyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: • Verify that all communications from our recruiting team come from an @banyansoftware.com email address., • Remember, employers will never request payment or banking information during the hiring process., • If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.