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POSITION: Experienced Associate, Marketables/Publics Manager Research \n \n This is an opportunity to get in at the ground floor of a new best-in-class OCIO/wealth platform representing best-in-class business-owning families. This new team is being built within a large, successful investment advisor/fund manager. \n \n Our client is building a next-generation OCIO/wealth platform designed to serve multi-billion-dollar families through a highly customized, open-architecture investment approach that leverages the firm’s integrated ecosystem and existing client-base. The platform provides comprehensive asset allocation, portfolio construction, and manager selection capabilities across public and private markets, including global equities, hedge funds, fixed income, private credit, private real assets, and private equity, with an emphasis on long-term partnerships, alignment, and differentiated access. The team has a flexible mandate, and invests across third-party funds, secondaries, and co-investments. \n \n Manager Research, Due Diligence & Monitoring \n\n • Conduct quantitative and qualitative due diligence on investment managers across global equities, hedge funds, liquid credit, fixed income, and passive investment strategies.\n, • Attend manager meetings, take notes, and maintain ongoing manager monitoring programs, including quarterly reviews, manager meetings, performance updates, and market intelligence gathering.\n, • Prepare due diligence reports, manager reviews, investment recommendation memoranda, and supporting materials for senior investment professionals and investment committees.\n\n \n Portfolio Construction & Monitoring \n\n • Perform portfolio analytics, manager comparisons, and investment research to support portfolio construction and asset allocation decisions.\n, • Support client-specific investment requests, including portfolio reviews, performance analysis, manager evaluations, and assessments of legacy holdings.\n\n \n Technology & Research Innovation \n\n • Utilize investment technology platforms, including Addepar, FactSet, and other analytical tools, to support manager research, portfolio analysis, and reporting.\n, • Leverage AI and emerging technologies appropriately to enhance research workflows, improve efficiency, and strengthen analytical insights while maintaining rigorous investment standards and independent judgment.\n\n \n QUALIFICATIONS: \n\n • 3-5 years of relevant experience in investment research, manager selection, or due diligence, ideally within an OCIO, endowment, foundation, RIA investment team, family office, or fund-of-funds.\n, • Strong quantitative and qualitative analytical skills, including the ability to evaluate investment managers, analyze performance and risk, and synthesize complex investment information into actionable insights.\n, • Experience conducting investment manager due diligence and ongoing monitoring across public market asset classes is preferred.\n, • Proficiency with investment technology and analytics platforms such as Addepar, FactSet, eVestment, or similar tools.\n\n

Job Description Title: Corporate Development Associate Vice President Company Summary: We are currently partnered with a top tier Insurance and Business Services organization looking to add a Corporate Development Associate Vice President to their growing team. This Corporate Development Associate Vice President will have the opportunity to join a team that is on track to have another record year gaining buy-side M&A reps and experience sourcing new acquisition targets. The Corporate Development Associate Vice President will be responsible for: • Preparing and delivering presentations throughout the deal execution period., • Assist in the coordination of internal and external resources in the due diligence process for M&A transactions., • Assisting in the execution of M&A transactions, mostly on buy-side M&A., • Conducting extensive industry, market, and company-specific research., • Building and maintaining client relations with established and prospective clients. The Corporate Development Associate Vice President should have the following qualifications: • 3+ years within TAS, Corporate Development, Investment Banking, Private Equity, or M&A Business Development, • Experience sourcing new M&A targets., • Bachelors in Finance, Economics, Business or related fields., • Strong closed M&A deal experience. If you are interested in the Corporate Development Associate Vice President role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat. \nCompany Description Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job Description Our client, a family office located in midtown Manhattan, is looking to hire a Senior Treasury Associate to join their team. Position Summary The Temporary Treasury / Cash Management Associate will be responsible for the accurate and timely execution of daily cash management functions, including wire transfers, ACH processing, bank reconciliations, and cash positioning across multiple entities and bank accounts. This role requires exceptional attention to detail, discretion with sensitive financial information, and the ability to work efficiently in a fast-paced, confidential environment. Key Responsibilities Wire Transfers & ACH Processing • Prepare, verify, and process outgoing domestic and international wire transfers, • Initiate and monitor ACH transactions (debits/credits) across multiple accounts, • Ensure proper documentation, dual approval, and authorization protocols are followed for all wire and ACH activity, • Coordinate with banks to confirm timely execution and resolve any transaction issues or delays Cash Management & Reconciliation • Perform daily cash reconciliations across multiple bank accounts and entities, • Monitor daily cash positions and prepare cash balance reports, • Investigate and resolve discrepancies between bank statements and internal ledgers, • Track incoming and outgoing cash flows to ensure sufficient liquidity for scheduled disbursements Banking & Account Administration • Manage relationships and day-to-day communications with banking partners, • Set up, maintain, and update banking platforms, user access, and account signatories as needed, • Assist with opening/closing bank accounts and maintaining account documentation, • Monitor account fees, interest income, and banking service charges Reporting & Compliance • Maintain accurate records and audit trails for all treasury transactions, • Support month-end and year-end treasury reporting, • Assist with fraud prevention controls (positive pay, dual authorization, callback verification), • Ensure compliance with internal controls, policies, and procedures related to cash movement Administrative & Ad Hoc Support • Assist with special projects related to treasury operations, banking transitions, or system implementations, • Provide backup support to other finance/accounting team members as needed, • Maintain organized digital and physical records of banking documentation Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred, • 5+ years of experience in treasury, cash management, or banking operations (family office, private bank, or corporate treasury experience a plus), • Hands-on experience preparing and processing wire transfers and ACH transactions, • Proficiency with online banking platforms (e.g., J.P. Morgan Access, Bank of America CashPro, Citi, Northern Trust, or similar), • Strong Excel skills; experience with treasury management systems or accounting software (QuickBooks, Sage Intacct, etc.) a plus, • High degree of accuracy, organization, and attention to detail, • Ability to handle highly confidential and sensitive financial information with discretion, • Strong communication skills and ability to interact professionally with banks and internal stakeholders, • Ability to work independently, prioritize tasks, and meet daily deadlines in a fast-paced environment\nCompany Description Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida. Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.

Job DescriptionCREDIT ASSOCIATE - Food & Beverage In Office - NYC, Walnut Creek, or San Francisco WHAT IS THE OPPORTUNITY? The Credit Associate is an intermediate colleague responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Solutions Associate collaborates with team members to ensure effective credit operations. The Credit Solutions Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? • Role: Support the underwriting and management of cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage (“F&B”) platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$200.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc.., • Underwriting: Support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, and credit memorandum preparation., • Portfolio Monitoring: Support the management of a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness and prepare corresponding approval memorandums, as applicable. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent in Finance, Business, or related field, • Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications, • Intermediate experience (i.e., ideally 3+ years underwriting) in credit management and lending operations, with a strong understanding of risk management principles., • Demonstrates a strong desire to learn advanced underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits., • Effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements., • Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams, participate in ad-hoc projects to support the organization’s priorities., • Intermediate analytical skills, with the ability to interpret complex data and make informed decisions WHAT'S IN IT FOR YOU? Compensation Starting base salary: $34.55 - $55.19 per hour. *Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO

Appellate Advocates is a nonprofit public defender organization, based in New York City, providing high-quality representation of individuals who have been convicted of crimes in Brooklyn, Queens, and Staten Island and cannot afford private lawyers. We are a group of attorneys from diverse backgrounds who are experienced in criminal law and believe in fighting for every person’s constitutional right to a fair trial and in working to overturn unjust convictions and sentences and provide other post-conviction services. Appellate Advocates is deeply committed to a diverse and inclusive workforce. To this end, we seek to: • Hire staff that reflect the full range of racial, ethnic, cultural and socioeconomic identities of the communities we represent, particularly those communities disproportionately impacted by the criminal justice system;, • Ensure a workplace where diversity and inclusion is fostered and different perspectives are valued and freely exchanged; and, • Ensure that all staff members feel welcome, respected, and have equal opportunities to thrive and advance within the organization. Appellate Advocates’ Re-entry Program assists clients in applying for and obtaining public benefits; understanding and pursuing housing options; obtaining clothing; preparing resumes and pursuing employment; enrolling in educational programs; and locating appropriate referrals to mental health, substance abuse, vocational and other programs. It also acts as the client’s advocate, when needed. Additionally, the program coordinates with family members and other supportive individuals and engages in short-term peer counseling or check-ins for clients who find the transition difficult. Position Description: Appellate Advocates is seeking a full-time Program Associate for our Re-entry Program, which connects clients being released from prison or jail with the resources and support they need to successfully rejoin their communities. The Appellate Advocates Reentry Program is part of an interdisciplinary team of social workers and client advocates. Responsibilities: • Correspond with clients while they are incarcerated and offer re-entry services, • Assess clients' needs and goals (both during and after incarceration), • Provide clients with support and mentorship during the adjustment to life after incarceration, • Assist clients in applying for public benefits, when eligible, • Advocate for clients in need of public benefits, housing, and other services, • Locate and make appropriate referrals to service providers, • Help clients prepare a resume and provide referrals for transitional employment and job training, • Work collaboratively with Social Worker(s) and clients' attorneys at Appellate Advocates in the provision of services, • Network with various agencies Necessary Experience: • Experience providing direct services to marginalized, vulnerable, and/or formerly incarcerated persons, • Knowledge of re-entry challenges faced by formerly incarcerated people, as well as benefits and services available, • Proficiency in Microsoft Office Preferred Qualifications: • Experience with and dedication to working with formerly incarcerated persons, including non-citizens, those suffering from mental illness, and/or those with substance abuse problems, • Experience working with people who are subject to the New York Sex Offender Registration Act, • Strong teamwork skills, • Excellent verbal and written communication skills, • Fluency in another language a plus, • Formerly incarcerated individuals are strongly encouraged to apply

Capstone is seeking a Senior Associate to join our Environmental Services team. The ideal candidate will have a strong quantitative and analytical background and an interest in understanding how environmental regulations, market dynamics, and broader policy developments impact companies, industries, and investment opportunities. The Senior Associate will conduct research and analysis across the environmental services sector, with a focus on identifying differentiated insights and investment opportunities. The role will involve analyzing companies, industries, regulatory developments, market trends, and financial data to assess their potential impact on businesses and investors. The successful candidate will work closely with senior team members and interact with clients, industry participants, policymakers, and other stakeholders. This is a highly analytical role that requires strong quantitative skills, intellectual curiosity, excellent writing and communication abilities, and an interest in applying research and analysis to investment decisions. We are particularly interested in candidates with experience in quantitative consulting, corporate strategy, turnaround or restructuring advisory, investment banking, private equity, equity research, or similar analytical environments. Experience in environmental services or related sectors is a plus, but direct environmental policy experience is not required. Candidates with environmental policy backgrounds will be considered where their experience has a strong quantitative and analytical component. Qualifications Successful candidates will possess the following attributes: • Strong quantitative and analytical skills with the ability to evaluate complex business and market dynamics, • Ability to develop differentiated insights and investment ideas supported by rigorous analysis, • Strong financial and/or quantitative modeling skills, • Intellectual curiosity and the ability to think creatively, • Strong writing and communication skills, • Ability to synthesize large amounts of information and communicate key takeaways clearly, • Strong client servicing and interpersonal skills, • Ability to work independently and manage multiple priorities, • Interest in combining business, markets, policy, and investing, • Experience analyzing companies, industries, or investment opportunities, • Environmental services or sector-specific experience is a plus, but not required Education and Experience Requirements • Four-year Bachelor's degree required; degrees in finance, economics, mathematics, business, or other quantitative disciplines are preferred, • 1–2 years of professional experience for Associate candidates, including candidates with relevant experience directly out of a Master's program, • Relevant experience in quantitative consulting, investment banking, private equity, equity research, corporate strategy, turnaround/restructuring advisory, or a related field, • Demonstrated quantitative and analytical capabilities, • Strong academic achievement, • Strong MS Excel skills, • Must be eligible to work in the U.S. without sponsorship Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend, and 401(k). The expected compensation for this role will be $90,000–$130,000 per annum, with eligibility in Capstone's annual bonus pool. This position can be based in our New York or Washington, DC office. Capstone is in-person Monday through Thursday, with flexible work from home Fridays. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We are partnering with a highly respected NYC-based midsize firm—a strong BigLaw alternative—seeking a Commercial General Litigation Associate. The ideal candidate is: • 5th- or 6th-year level with private practice experience, • 1800 billable requirement, • 4 days in office, • Licensed in NY The team is notably collaborative and close-knit, with a significant number of former BigLaw attorneys who made the move for long-term growth, meaningful responsibility, and a more sustainable pace. This is an unposted opportunity and a competitive search that we are handling exclusively with the firm. If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission to do so. Compensation starting around $300k + & built in bonus system.

About the Firm Our client is a global investment firm focused exclusively on digital infrastructure, investing in and developing the platforms that underpin the digital economy. The firm manages more than $10 billion in assets and combines investment expertise with deep operating, commercial and engineering capabilities. The platform invests across data centers, fiber and network infrastructure, wireless infrastructure and cloud / IT services. The Opportunity We are hiring a Senior Associate for the firm's Private Equity team in New York. You will work across the full investment lifecycle in a sector with significant secular growth. The work includes traditional private equity transactions and differentiated infrastructure opportunities such as development, growth capital, carve-outs and platform formation. Responsibilities • Evaluate new investment opportunities across data centers, fiber, wireless infrastructure, cloud / IT services and adjacent sectors, • Build and review detailed financial models, returns analyses and transaction structures, • Develop investment theses and prepare investment committee materials for senior team members, • Lead due diligence and transaction execution, including valuation, financing and structuring, • Partner with operating, commercial and engineering teams on development and value-creation initiatives, • Take ownership of transactions and workstreams, managing junior team members and coordinating advisors Qualifications • 4–6 years of experience in private equity, investment banking or a related investing role, • Meaningful transaction execution experience and a strong understanding of the investment process, • Advanced financial modeling and valuation capabilities, • Experience independently owning significant portions of an investment process, • Strong judgment, attention to detail and the ability to communicate investment conclusions clearly, • Demonstrated ability to work with and mentor junior team members, • Ability to manage multiple workstreams and operate effectively in a lean, entrepreneurial environment, • Prior digital infrastructure experience is preferred but not required. Candidates with backgrounds in infrastructure, technology, industrials, communications or other relevant sectors are welcome

Campbell Lutyens Campbell Lutyens is the world’s leading independent private capital advisor. The firm provides a unique combination of private capital capabilities, with services spanning private equity, private credit and infrastructure, and specialist expertise in primary fundraising, secondary transactions and GP capital solutions. The company utilises a data-led approach, combining unique market insights with long-standing global relationships to access deep pools of capital and the world’s leading private market sponsors. With a team of over 300 colleagues operating across 15 locations and three continents, Campbell Lutyens delivers global reach with local insight. Campbell Lutyens has raised and advised on over $828 bn of capital across its 35+ year track record, advising General Partners and Limited Partners at every stage of the capital life cycle. Campbell Lutyens has entered into a definitive agreement to join forces with Lazard to form a new unit, Lazard CL, creating the leading private capital advisory platform globally. Combining two highly complementary platforms, Lazard CL will bring together leading capabilities across private equity, infrastructure, private credit and real assets, offering employees the opportunity to be part of the leading private capital advisory platform globally at an exciting stage of growth and evolution. Role Overview To support the continued growth of our Infrastructure Secondaries team, we are seeking an Associate or Senior Associate to join the practice. This role offers the opportunity to contribute to landmark secondary transactions for leading private capital firms and global institutions at an important stage in the firm’s evolution. The successful candidate will support the deal lead in executing GP-led secondary transactions as second-in-command, oversee and develop junior colleagues, and contribute to the Firm’s origination efforts and broader initiatives. Campbell Lutyens has consistently earned recognition as the leading global advisor among its peers in infrastructure and is supported by a team of 35+ infrastructure specialists across infrastructure primaries and secondaries. The firm recently topped Infrastructure Investor's 2026 global advisory rankings for both new and total capital raised, was named global placement agent of the year for the second consecutive year, and swept the Investor Awards across the global, EMEA, APAC, and Americas categories. Within secondaries, Campbell Lutyens has advised on over $50 billion of infrastructure and real assets transactions over the past decade and holds a market share of more than 50% in the last 5 years. Responsibilities Transaction Execution and Client Delivery • Support the deal lead in coordinating GP-led secondary transactions and liaising with clients, advisors, lawyers and counterparties throughout the process, • Manage data rooms, NDA negotiations, client communications and buyside queries with minimal assistance from the deal lead, • Lead or assist in drafting key marketing materials, including confidential information memoranda, teasers and bespoke analyses, identifying value drivers, investment considerations and potential diligence areas Financial Analysis and Materials • Build and maintain bespoke transaction models with minimal assistance from the deal lead, incorporating asset- or portfolio-level assumptions, fund economics and secondaries transaction structures, • Produce thoughtful analysis and concise, technically accurate presentations and written materials, • Review Executives’ modelling and analytical work, helping to resolve issues and ensure quality Investor Coverage and Business Development • Develop knowledge of leading infrastructure-focused secondary investors, LPs and other institutional investors, including their preferences across sectors, geographies and transaction types, • Participate in investor meetings and develop relationships within the global infrastructure investment community, including peer contacts at LPs and GPs, • Monitor infrastructure market trends, sector developments, fundraising activity and transaction precedents, and contribute market insights, potential mandates and transaction ideas, • Build knowledge of primary products, fundraising processes and GP assessment criteria, and discuss primary and secondary market trends with market participants Team Leadership and Firm Contribution • Manage and review Executives’ work, delegate appropriately and ensure output provided to senior team members is accurate, timely and of high quality, • Teach, coach and mentor junior colleagues, providing clear direction and constructive feedback, • Build relationships across teams and offices and contribute to firm-building activities and broader Firm initiatives Candidate Profile • At least 3 years of investment banking, infrastructure investing, private equity, project finance or capital markets experience; secondaries experience is a plus, • Demonstrated interest in infrastructure and real assets, including power and renewables, digital infrastructure, transportation, midstream and energy, social infrastructure or real estate; familiarity with infrastructure valuation methodologies and investment metrics is preferred, • Understanding of M&A and/or GP-led process structures and dynamics, • Ability to manage projects and external communications independently, prioritize multiple demands and perform in a fast-paced environment, • Advanced Excel, PowerPoint, business writing and communication skills, with extremely high attention to detail and a strong propensity for relationship building, • Ability to leverage AI tools effectively and responsibly What We Offer At Campbell Lutyens, we appreciate the commitment and contributions of our employees and strive to offer a comprehensive benefits package that supports employees and their families. The anticipated annual base salary range for this position is $175,000 to $240,000. The successful candidate may be appointed at the Associate or Senior Associate level based on their experience, qualifications, and the requirements of the role. The actual base salary offered will be determined within the stated range based on factors including the successful candidate’s experience, qualifications, skills, and appointed level. This position may also be eligible for discretionary incentive compensation. Benefits and compensation are subject to eligibility requirements and the terms of the applicable plans and policies. The above list is not exhaustive, and the job holder is required to undertake such duties as may be reasonably required from time to time.

Audit Senior Associate | Asset & Wealth Management We are seeking experienced Audit Senior Associates to support a leading Big 4 firm's Asset & Wealth Management practice during the upcoming audit busy season. In this role, you will work with sophisticated investment management clients, including hedge funds, private equity funds, mutual funds, venture capital funds, and real estate investment vehicles. You'll take ownership of key audit areas, perform valuation testing, collaborate directly with clients, and help drive audit engagements from planning through execution. What We're Looking For • Bachelor's degree in Accounting, • 5+ years of external audit experience, • Experience auditing Asset & Wealth Management or Investment Management clients, • Experience with hedge funds, private equity funds, mutual funds, or similar investment vehicles, • Hands-on valuation testing experience, • Knowledge of ASC 820 Fair Value Measurement and U.S. GAAP, • Experience with investment company accounting, • Experience leading audit planning and execution, • Strong client-facing communication skills, • Experience leveraging audit technology, analytics, automation, or AI-enabled tools Preferred Qualifications • Big 4 public accounting experience, • CPA license or actively pursuing CPA certification, • Experience with large or complex investment management engagements, • Exposure to tools such as Aura, CaseWare, Alteryx, DataSnipper, Power BI, or IDEA Location: New York, NY, on-site Contract: 3 months Anticipated Start Date: January 4, 2027

Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions. What You’ll Do • Lead new client transitions from signed engagement through account setup, • Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation, • Coordinate with advisory and operations teams to ensure a smooth client experience What’s Offered • $100,000–$120,000 base range, plus $5,000–$18,000 bonus/benefits, • Monday–Thursday in office, Friday remote, • Long-term client service/operations role What You Bring • Bachelor's Degree, • 6+ years of RIA, private wealth, or family office client service/operations experience, • UHNW client experience and strong follow-through, • Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful, • Must be within a 45-minute commute to Midtown Manhattan

Reference 26000K7D Responsibilities Division Description The Insurance Solutions team develops innovative capital and financing solutions at the intersection of insurance, structured finance, and alternative investments. The group advises on and executes complex transactions, including securitizations, rated note feeders, collateralized fund obligations, and other insurance-related funding structures. Leveraging deep expertise in financial modeling, credit analysis, and rating agency engagement, the team helps insurance companies, asset managers, and institutional investors optimize capital efficiency, access new sources of financing, and support strategic growth initiatives in evolving private credit and insurance markets. Position Overview The Associate, Insurance Solutions will play a key role in the analysis, structuring, and execution of insurance-linked and structured finance transactions. The successful candidate will combine strong quantitative, analytical, and financial modeling capabilities with experience in securitization and structured products. This individual will work closely with senior professionals to support transaction execution, develop sophisticated cash flow and valuation models, conduct portfolio and collateral analysis, and coordinate with rating agencies and other transaction stakeholders. The role provides exposure to a broad range of insurance and asset-backed financing transactions, including rated note feeders, collateralized fund obligations (CFOs), fund finance structures, and other private credit and insurance capital solutions. Over time, the Associate will be expected to assume increasing responsibility for project management, client interaction, and mentorship of junior team members. Key Responsibilities Transaction Execution & Analytics • Support the structuring and execution of complex insurance and securitization transactions., • Develop, maintain, and enhance detailed transaction, portfolio, and cash flow models for structured finance and insurance-related capital solutions., • Analyze collateral performance, cash flow waterfalls, leverage structures, and transaction economics across a variety of asset classes., • Evaluate transaction risks, sensitivities, and stress scenarios to support investment and structuring decisions., • Assist in the preparation of investment memoranda, transaction summaries, and client presentations. Structured Finance & Insurance Solutions • Participate in the design and execution of securitization structures involving insurance companies, asset managers, and alternative investment platforms., • Support transactions involving rated note feeders, collateralized fund obligations (CFOs), asset-backed structures, and other private fund securitization solutions., • Assess structural features including credit enhancement, liquidity mechanisms, reserve accounts, and covenant packages., • Analyze portfolio performance and monitor ongoing transaction compliance and reporting requirements. Rating Agency & Stakeholder Management • Prepare rating agency materials and support the ratings process from initial review through final issuance., • Coordinate data requests and analytical discussions with rating agencies, legal counsel, trustees, and other transaction participants., • Assist in responding to diligence questions and requests from clients, investors, and counterparties., • Monitor rating agency methodologies and industry developments relevant to insurance and structured finance transactions. Project Management & Team Development • Manage transaction workstreams and deliverables across multiple projects simultaneously., • Collaborate with senior professionals to ensure timely execution of mandates and client deliverables., • Provide guidance, oversight, and mentorship to Analysts and junior team members as responsibilities expand., • Contribute to internal process improvements, modeling enhancements, and knowledge-sharing initiatives. Qualifications Profile required • 2 - 5 years of relevant professional experience in insurance solutions role working on securitization transactions, • Demonstrated experience building securitization, structured finance or complex cash flow models, • Experience interacting with rating agencies, • Advanced proficiency with MS-Excel with experience in VBA, python or other tool, • Experience with rated note feeders and/or collateralized fund obligations a big plus, • BS in finance, economics, math or other relevant discipline ideal Business insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know. OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/) DIVERSITY, INCLUSION & BELONGING (“DIB”): Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/ COMPENSATION: Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

Company Description Eureka Capital Partners, LLC is a mid-market focused investment bank with expertise in mergers & acquisitions, financings, restructurings, fairness opinions, and valuations. The firm serves a diverse client base including entrepreneur- and family-owned businesses, public companies, private equity groups, Global 1000 companies, and fiduciaries. Eureka specializes in Industrials, Healthcare, Consumer, and Business Services sectors, maintaining strong relationships with key industry players. Role Description This is a full-time role for an Investment Banking Associate in the New York office. The Associate will work as part of the deal team and will take responsibility for financial modeling, company and industry research, writing information memoranda and other deal materials, due diligence, conducting analyses to support various transactions and marketing efforts, and managing/training analysts. Qualifications • 2-3+ years of work experience in a front office investment banking role required, • Strong financial modeling and accounting skills, • Strong research skills, • High proficiency in Excel and PowerPoint, • Excellent written and oral communication skills, • Highly organized with strong attention to detail, • Bachelor's or Master’s degree in Finance, Economics, Accounting, Business or related field, • Authorized to work in the U.S. without work visa sponsorship, • SIE, Series 79 and 63 licenses

Investment Banking Associate Location: New York City, New York Salary Expectations: $145,000 - $180,000 + bonus Piper Maddox have been assigned to a leading women-owned boutique investment bank as they continue to grow their investment team. The primary responsibilities for the Investment Banking Associate include driving day-to-day execution of M&A transactions, building financial models, and leading the creation of client materials in Energy Transition/Power & Sustainability clients. This is an opportunity to work in a boutique investment firm with high ownership on M&A and capital raising activities, a flat organization with direct visibility to Managing Directors, and a low pitch-to-deal ratio. What you will do: • Drive work product and modeling by building, reviewing and refining valuation work, financial models and corporate and project finance analyses, including DCF, pro forma merger analysis and trading and transaction comparables., • Run day-to-day execution on M&A, private capital raising and recapitalization transactions across Energy Transition, Power and Sustainability, coordinating internal and external workstreams., • Driving the development of pitch books, process documents and board-level presentations, including market updates, sector analyses, TAM overviews and investor insights, using PowerPoint, PitchBook, FactSet, Excel and other industry-specific databases., • Assist in the preparation of investment committee memoranda and Board materials supporting greenfield and M&A investment approvals What you will have: • Experience within Power, Energy, and Infrastructure sectors – sell-side experience preferred within renewables (and/or thermal and a mix of buy and sell side), • 2–4 years of investment banking experience; candidates with equivalent experience at an institutional investor (e.g., private equity, growth equity, infrastructure, credit) interested in transitioning to advisory to be considered, • Deep technical foundation in financial modeling, valuation and transaction structuring across M&A, capital raising and related advisory work, with the ability to apply skills creatively to a diverse set of clients' needs, • Direct involvement in client facing work – negotiation, advising and closing in M&A and capital raise activities.

About Resident: Resident is an asset-light experiential platform that creates world-class experiences for enterprise clients. After producing 4,000+ events and more than QUADRUPLING our business since 2021, we have demonstrated value for all three of our key stakeholders: event clients, venue partners, and the talented vendors and hospitality professionals that are responsible for executing our experiences. We offer clients the opportunity to host small to large format (10-1,000 person) experiences within our portfolio of properties, and have created a systemized project management process that saves clients time by removing the often-frustrating, manual processes of project management coordination from their plates. Many of our events are focused on creating elevated culinary experiences. We have a roster of chefs that hail from the world’s best restaurants, including Eleven Madison Park, Noma, Per Se, and Atomix. They choose to work with us because, unlike their day jobs, we give them creative control to design and execute whatever menu they choose (within loose guidelines). By cooking in an open kitchen and personally introducing each course, the chef has a unique opportunity to network with guests, gain personal exposure and build their brand. Our clients love engaging our brand for seated dinners, reception events, and canape & cocktail parties because of the immersive & interactive nature of our experiences that showcase our best-in-class talent. Through a recent acquisition of BLACE, Resident now has the ability to offer clients a broader set of event types inclusive of conferences, trade shows, galas, art fairs. These large-format experiences leverage a network of best-in-class vendors (furniture, audio/visual, floral, etc) to execute all facets of the experience our client desires. By transporting our guests to an unexpected place and offering them an unmatched experience, we create a lasting impression for the guests of our client. Our approach creates a superior ROI for our clients when compared with other incumbent hospitality concepts like restaurants, catering halls and event spaces, prompting 65% of our client base to return each year. Select investors: • Valor Equity Partners (invested in: Tesla, SpaceX, Reddit), • Bienville Capital (invested in: Zola, Qualia, and Ro), • Quality Branded (owners of: Smith & Wollensky, Quality Italian), • Mike Kennedy (co-owner: Olmsted + Maison Yaki). Select clients: Blackstone, Ropes & Gray, The Clinton Foundation, Cravath, Goldman Sachs, Google, Inspirato, LinkedIn, Pinterest, Nextview Ventures, Sprinklr, Snowflake, Verizon, White & Case, Palantir About the role: Resident Hospitality is looking for an Associate Account Executive. This role is an opportunity for a Sales Development Rep or Business Development Rep ready to take on closing responsibilities, or an early-career salesperson with strong initiative and client-facing experience. • This person will work directly with an Account Executive in a pod structure and play an instrumental role in forging new relationships., • This person will wear many hats, including building your own pipeline, qualifying inquiries, understanding client needs, preparing proposals, and guiding opportunities through signed agreements and payment., • You’ll receive coaching from senior team members while developing the skills to independently manage a book of business., • This role will benefit from the ability to renew past clients, as well as our significant volume of inbound inquiries., • Our hire will be extremely organized and disciplined in following the processes our company has put in place to ensure execution aligned with Michelin-level standards. This person will thrive at problem solving, be relentless with follow-up, and shall possess excellent communication skills to convey thoughts clearly and effectively through both oral and written correspondence., • Our hire will be obsessed with customer service and ensuring that each Resident client comes back for more. What You’ll Do: • Identify and prospect potential clients through email, phone, LinkedIn, referrals, and targeted research., • Generate qualified meetings and new private-event opportunities., • Respond promptly to assigned inquiries and qualify event needs, budgets, dates, guest counts, and decision timelines., • Manage smaller deals from initial conversation through proposal, negotiation, signed agreement, and required payment., • Create client proposals along with associated anticipated costs, meeting margins, and adequately drafting custom language into contract templates to reflect all terms and conditions associated with each event sold., • Recommend suitable venues and event experiences based on client needs., • Prepare accurate proposals using approved pricing, packages, and templates., • Maintain consistent follow-up and establish clear next steps with prospective clients., • Partner with senior sellers on larger or more complex opportunities., • Coordinate with venue and production teams to confirm availability and feasibility, then provide a complete handoff after booking., • Keep CRM records, pipeline stages, and forecasts current., • Participate in sales training, call reviews, and coaching, and apply feedback to improve performance. What We’re Looking For: • Approximately 0–2 years of experience in sales, business development, hospitality, or another client-facing role., • Strong written and verbal communication skills., • Being highly motivated and thriving in a fast-paced environment with the ability to create your own momentum., • Proactive, resourceful, and comfortable taking ownership without waiting for direction., • Comfort initiating conversations, making outbound calls, and following up persistently., • Organization and attention to detail, with the ability to manage multiple opportunities and deadlines., • Commercial curiosity and the ability to listen, ask thoughtful questions, and recommend relevant solutions., • Accountability, initiative, and a willingness to learn through feedback., • Interest in hospitality, food, events, and building client relationships., • Familiarity with CRM systems and prospecting tools is a plus., • Prior SDR or BDR experience is welcome. Previous closing experience is helpful but not required. Start Date: target of 12/1 Location: This position is an in-office position five days per week- the Company offices are located in Manhattan Compensation • Base: $60-70k, • On Target Earnings: $80,000-90,000, • Benefits - 100% employer-sponsored healthcare (Cigna), 50% Dental, 50% Vision, One Medical membership, FSA, commuter benefits, and 15 days of PTO + 12 paid national holidays. Lots of delicious food, great wine, and compelling characters, including 8 tickets to Resident events each year.

About Cresset _ is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top RIA firms, and as one of the industry’s best places to work,_ Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Job Summary Cresset is seeking a Regional Managing Director, Private Wealth Client Services with experience managing the administrative and operational needs of Advisor and Client Associate teams. The candidate will serve as a primary point of contact within a region to manage and support client service associates in delivering exceptional service to ultra-high-net-worth clients. We are open to having this hire based out of Reston, VA or Atlanta, GA. Key Responsibilities Advisor Partnership & Business Support • Cultivate trusted partnerships with advisors to gain a deep understanding of team objectives, operational needs, and growth strategies., • Provide consultative guidance on team structure, talent development, capacity planning, and headcount growth., • Advise on client segmentation strategies and service models to enhance scalability, efficiency, and client outcomes., • Serve as a senior escalation point for complex client matters, partnering across internal and external stakeholders to deliver effective and timely resolutions., • Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Client Associate Leadership & Team Management • Lead and oversee client service operations across the region, ensuring consistent delivery of high-quality service and proactively addressing service gaps and improvement opportunities., • Develop, mentor, and inspire a high-performing team through coaching, goal setting, performance management, and professional development initiatives., • Oversee talent management activities, including hiring, workforce planning, performance evaluations, promotions, compensation recommendations, and employee transitions., • Analyze client service metrics and operational data to assess staffing needs, improve workflows, and enhance team productivity and effectiveness., • Foster a collaborative, inclusive culture that reflects and advances Cresset’s values, mission, and brand. Strategic Leadership & Operational Excellence • Partner with cross-functional leaders to develop and execute firmwide initiatives, leveraging thought leadership and strategic influence to drive meaningful outcomes., • Collaborate with senior leadership to enhance the client experience, improve operational effectiveness, and strengthen client satisfaction and retention., • Champion transformative change initiatives that establish scalable, standardized processes and best practices across the client service organization., • Monitor and evaluate key performance indicators (KPIs), including fee rate assignments, margin utilization, and account administration metrics within Addepar. Identify opportunities for improvement and drive accountability to service, process, and performance standards., • Design and implement service standards, operating procedures, and best practices that promote consistency, efficiency, and exceptional client service., • Ensure adherence to regulatory requirements, internal controls, and firm policies by proactively identifying, mitigating, and managing operational and client-related risks. Qualifications • Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and industry experience., • 10+ years of experience within financial services, supporting ultra-high-net-worth advisors and clients., • 5+ years of leadership experience, managing and developing high-performing, client centric teams., • Demonstrated experience in business management, risk oversight, and operational controls within a wealth management environment., • Proven success leading, developing, and motivating high-performing, client-centric teams., • Deep understanding of client onboarding, account maintenance, and client service operations., • Strong ability to balance competing priorities, influence stakeholders, and drive outcomes across all levels of an organization., • Willingness to travel approximately 10–20% annually., • Familiarity with Fidelity, Pershing, and/or Schwab custodian platforms preferred., • Ability to quickly gain proficiency in Salesforce, Addepar, Power BI, and other business systems., • Exceptional written, verbal, and interpersonal communication skills., • Comfortable operating in a dynamic, fast-paced, and evolving organization., • Proven ability to build and maintain strong relationships with advisors, colleagues, vendors, and strategic partners., • Strong analytical, problem-solving, and decision-making skills with a proactive, solutions-oriented mindset. What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $175,000 - $250,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. *Disclosures related to awards, recognitions, and rankings available _. Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

Associate Veterinarian | $120,000-$160,000 | Mentorship| Hoboken, NJ The first years of your veterinary career should be exciting. You worked hard to get here. Now you're looking for a place where you can keep learning, build confidence, develop your surgical skills, and become the kind of veterinarian you've always wanted to be. At Hoboken Vets Animal Clinic, we believe great doctors are built through experience, mentorship, collaboration, and meaningful relationships with clients and patients. Whether you're a new graduate ready to launch your career or an early-career veterinarian looking for your next step, you'll find a supportive team, an engaged client base, and opportunities to grow in medicine and surgery. If you're looking for more than just your first job and instead want a place where you can build a career, we'd love to meet you. Why you'll love us: • Medicine With Meaning: From wellness care and preventive medicine to internal medicine, surgery, and pain management, you'll have the opportunity to practice thoughtful, patient-centered medicine every day., • Questions Are Welcome Here: No one expects you to know everything on day one. We believe learning happens through collaboration, curiosity, and having teammates who are willing to share their knowledge., • Build Relationships That Last: We're proud to be a trusted part of the Hoboken community. Our team values the long-term relationships we build with pets and the people who love them., • Grow Your Surgical Confidence: If surgery interests you, you'll have opportunities to continue building your skills while working alongside experienced veterinary professionals., • Work-Life Flexibility: We are open to both full-time and part-time schedules because we know every veterinarian has different goals and priorities., • Love Where You Live: Enjoy all the benefits of Hoboken living, walkable streets, incredible restaurants, waterfront views, and easy access to New York City, while building your veterinary career in a close-knit community. Compensation Designed Around Your Goals Earn in a way that works for you. Whether you value the predictability of salary ($120,000-160,000) or the earning potential of production, we'll work with you to create a compensation package that aligns with your goals. • 22% Professional Services | 10% In-Practice Pharmacy | 5% Online Pharmacy With no negative accrual, you can enjoy the upside of production without the stress of carrying a future repayment balance. Along with competitive compensation, you'll have access to leadership development, professional growth opportunities, robust benefits, and support designed to help you make a lasting impact on your team, patients, and community. Benefits: • CE Allowance + Encore Performance Academy, • Health, Dental, Vision and Pet Benefits, • 401(k) with up to a 5% match., • Paid parental leave and holiday pay., • Professional dues coverage and company paid VIN membership What We're Looking For: • A US-licensed DVM or equivalent, • A strong communicator who enjoys educating clients, • Collaborative, supportive, and eager to continue learning, • Flexible and able to adapt as cases and schedules change Some veterinarians are looking for a job. Others are looking for a place to build confidence, develop their skills, and create a career they're proud of. At Hoboken Vets Animal Clinic we're looking for the second group. 📧 Reach out to our recruiter Sue Harley at sue.harley@encorevet.com 📅 Or book a time to chat: _ Check us out here: hobokenvets.com Hoboken Vets Animal Clinic is proud to be partnered by Encore Vet Group– see what that means for you: www.encorevet.com Encore Vet Group is a community of veterinary hospitals that share a passion for the profession and a strong commitment to those who provide veterinary care. We are dedicated to a great culture, strong leadership, and high-quality medicine. Veterinary practice success doesn’t happen without these key ingredients. Our hospitals maintain the culture and atmosphere of a private veterinary practice while gaining access to collective resources and veterinary business management expertise to help lead their teams forward and shape their future. Whether you're a veterinarian, technician, or support staff, our focus is to support you in doing what you love — caring for animals while advancing your career.

Position: Investor Relations Assistant Location: Downtown NYC (Hybrid) Salary: $110K – $160k + Bonus Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team! Key Responsibilities: CRM Management • Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency., • Track all investor interactions, requests, and key deadlines to support effective relationship management. Due Diligence (DDQs) & RFPs • Assist in completing standard due diligence questionnaires and requests for proposals., • Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments., • Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management • Monitor the general Investor Relations email inbox and triage incoming messages., • Draft and send timely, accurate, and professional responses to routine investor inquiries., • Log all relevant correspondence and follow-ups in the CRM. Investor Transfers & Wire Instruction Updates • Support the administrative process for investor transfers and wire updates., • Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support • Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel., • Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: • Bachelor's degree in Finance, Business, Communications, or a related field., • 3–5 years of relevant experience in investor relations, client services, RFP writing, or financial operations., • Knowledge of asset management, private equity, or alternative investments is preferred., • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus., • Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.

ABOUT JENNER & BLOCK Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer. POSITION SUMMARY: The Primary Team Manager will work closely with the leaders of the firm’s Primary Teams to provide and manage financial insights, handle work allocation and staffing, support client value initiatives, and otherwise support the Primary Teams’ business needs and operations. The Primary Team Manager will support the firm’s strategic, operational, administrative, financial, and talent-management goals alongside the Primary Team and Department Chairs to ensure operational efficiency. They will work with team leadership to develop, drive, and execute the team’s strategic plan. As a trusted advisor to the Primary Team Chairs, the Primary Team Manager is a highly collaborative self-starter, with demonstrated experience, confidence, and professionalism in communicating with partners, management, and timekeepers and staff at all levels of the organization. This role may be filled in any of our US offices. PRIMARY RESPONSIBILITIES: • Collaborate and work closely with other Primary Team Management team members, Primary Team Chairs, Chief Talent and Strategy Officer, partners, and other business operations departments to facilitate the development and relentless execution of Primary Team strategic plans with clear and achievable goals focused on revenue, profitability, headcount, reputation, brand awareness, profile and competitive differentiation Financial Management • Monitor and understand financial performance at the Department and Primary Team levels, including utilization, realization, revenue, profitability, and other performance metrics. Liaise with the finance team to enhance financial reporting and lawyer understanding of same, • Collaborate with Finance and Pricing Team to enhance attorney understanding of client/matter profitability, including broader adoption of matter budgets, value-based fee arrangements, and drive team leverage to enhance profitability, • Identify and address operational issues to support attorney facility of matter management, • Monitor and manage Primary Team expense budgets, including tracking ROI on sponsorships and other business development opportunities Personnel Management & Team Building • Build strong relationships with Primary Team Chairs, partners, associates, and related staff to understand and address the team’s needs, • Collaborate with Career Strategy and Professional Development to: facilitate workflow and evaluate associate capacity and skill development needs for staffing purposes; make recommendations for appropriate actions to improve team associate performance, monitor progress, and execute related action items; support the development of team-tailored training programs; understand the lawyer review process and areas of strength and growth for the lawyers in the teams, • Assist with transition and integration of newly hired lateral lawyers or other lawyers joining the team, • Support the partnership nomination and promotions process, including preparation of candidate materials; assist in managing the partnership candidate pipeline by Primary Team;, • Evaluate primary team expertise gaps/personnel needs on an ongoing basis, identifying gaps in attorney resources and preparing needs analyses to support recruiting efforts, • Ensure that Primary Teams are communicating regularly and effectively on issues relating to practice development, business development, talent management, and financial performance issues Operations Management and Execution of the Firm's Strategic Plan • Track client- and industry-related news and stay abreast of industry trends to help inform and augment the Primary Team’s strategic priorities, • Manage the daily execution of business needs of the assigned Primary Teams, including developing and managing the team’s budget, business plans, establishing a consistent framework for team meetings and communications, supporting firm processes like billing and collections, matter intake and matter type classifications, and support for firm initiatives, • Collaborate regularly across firm departments to continue to drive efficiency, process improvement, and innovation throughout the Primary Teams and across the firm QUALIFICATIONS AND REQUIREMENTS • Bachelor’s degree (required); JD or MBA (preferred);, • A minimum of 4 years’ experience serving as a practicing lawyer or business professional with an emphasis on practice management and operations (required), • Understanding of business operations and proficiency in financial performance metrics and law firm economics, including attorney incentives, staffing dynamics, and overall practice operations, • Strong business acumen and analytical skills; the ability to develop and successfully execute comprehensive project and operational plans from broadly stated objectives, • Proven experience driving continuous improvement and innovation in business operations, technology, infrastructure, and practices in a complex professional services organization, • Excellent interpersonal and relationship-building skills and ability to deal effectively with lawyers and staff at all levels of the organization and to regularly handle sensitive and confidential information, • Advanced proficiency in the Microsoft Office Suite, including specifically Excel, Word, PowerPoint, Project and Visio, • Strong project management and organizational skills, including ability to plan and facilitate at group and individual levels, • Ability to handle a wide variety of responsibilities and work in a fast-paced environment;, • Ability to solve problems and provide solutions, take initiative, and work both independently and collaboratively in high-pressure situations, • Excellent organizational skills, attention to detail, judgment, and oral and written communication skills, • Demonstrated confidence and competence in dealing with individuals in leadership positions, including negotiating and managing conflict, • Strong work ethic, client-service mindset, and desire to lead and achieve a high standard of excellence Disclaimer Additional Duties This job description is intended to provide a general overview of the primary duties and responsibilities for the position. It is not an exhaustive list of all tasks or responsibilities that may be assigned. The role may include additional duties, specialized projects, and other tasks as required. The firm reserves the right to modify or adjust the responsibilities to meet business needs. Physical Requirements Candidates must be able to meet the physical demands of the position, including the ability to commute to the office as required on designated in-office days based on the position. The firm is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) for qualified individuals with disabilities. Eligibility Requirement In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Jenner will not sponsor applicants for work visas for this position. EEO Statement Jenner & Block LLP is an equal opportunity employer. Recruitment and employment decisions are not made on the basis of an individual’s race, color, creed, religion, national origin, ancestry, citizenship status, age, non-disqualifying physical or mental disability or medical condition, genetic information, sexual orientation, sex, gender identity and/or expression, pregnancy, childbirth, breastfeeding or related medical conditions, arrest record, matriculation, personal appearance, political affiliation, marital, parental, veteran, military, or order of protection status, or any other protected status or that of their relatives, friends, or associates. Jenner & Block is proud to offer a competitive total rewards package, including comprehensive health & well-being benefits and 401k profit sharing. The anticipated pay range for this role is $140,000 to $225,000. The actual offered rate for this position will be determined based on several factors, including qualifications and experience, geographic location, education, external market data, and consideration of internal equity.

Asset-Based Finance & Securitization Associate (Mid-Level to Senior) | Am Law 50 International Law Firm LHH is assisting a leading international law firm in its search for an Asset-Based Finance & Securitization Associate to join its rapidly expanding Capital Solutions platform. This is an opportunity to join a practice that advises private credit funds, institutional investors, originators, issuers, and other market participants on sophisticated asset-based finance and securitization transactions. This group is deeply integrated with the firm's broader capital solutions, fund finance, restructuring, investment management, and private equity teams, providing attorneys with significant exposure to complex and market-leading transactions. The position is based in New York and requires regular in-office attendance. The Role Attorneys work closely with sponsors, private credit funds, institutional investors, and operating businesses on a wide range of structured credit and asset-based transactions. Responsibilities include: • Advising on asset-based financings, warehouse facilities, and securitization transactions, • Structuring and executing traditional and bespoke financing arrangements, • Drafting and negotiating transaction documentation, • Managing deal execution and coordinating transaction workstreams, • Supporting private capital solutions for originators and issuers, • Collaborating with attorneys across fund finance, private equity, restructuring, tax, and regulatory practices, • Counseling clients on financings involving consumer, commercial, infrastructure, hard asset, and esoteric asset classes Opportunity Attorneys will have meaningful responsibility, direct client interaction, and substantial involvement in sophisticated transactions from day one. Highlights include: • Exposure to market-leading asset-based finance and securitization matters, • Direct collaboration with nationally recognized practitioners, • Significant client-facing responsibility, • Cross-disciplinary work alongside private credit, fund finance, and restructuring teams, • Strong platform for long-term professional growth, • Collegial and collaborative culture within a premier international law firm Compensation & Benefits Base Salary: $225,000 - $445,000, commensurate with experience Additional Compensation: Bonus eligibility based on firm compensation programs and performance Benefits May Include: • Medical, dental, and vision insurance, • 401(k) retirement savings plan, • Paid vacation and paid holidays, • Paid sick leave where applicable by law, • Life and disability insurance, • Parental leave benefits, • CLE and professional development support, • Bar dues and professional membership reimbursement Candidate Requirements • J.D. from an accredited law school, • Active bar admission and good standing in the jurisdiction where the candidate intends to practice, • At least 4 years of experience in structured finance, securitization, asset-based finance, or related transactional practices, • Experience serving as a key member of transaction teams, • Demonstrated drafting and transaction management experience, • Experience with ABS, CLOs, CFOs, rated facilities, or similar structured credit products preferred, • Exposure to fund finance, private credit, special situations financings, or restructuring matters is a plus For a confidential discussion regarding this opportunity, please apply directly or send your resume to mikaela.armstead@lhh.com. We are conducting a thoughtful and highly confidential search process on behalf of our client and welcome conversations with attorneys seeking sophisticated transactional work and long-term career growth. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy 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

About Us IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia. The Opportunity At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team. Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams. Business Overview Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: • Transaction Management & Support, • Investment Operations & Client Service, • Investment Risk & Execution Oversight, • Business Transformation, • Investment Accounting & Tax Services, • Implementation, • Information Technology The Role The Senior Security Analyst will contribute to the successful delivery of information security services, including monitoring, diagnosing and resolving security events and incidents. The role provides technical expertise in recommending, developing, implementing and monitoring enterprise-wide information security policies and procedures, researching solutions to information security issues, and promoting information security awareness. Key Responsibilities • Strategic Planning- Understand the IFM Investors’ Business Plan. Business Performance • Understand IFM Investors’ long term revenue and profitability by understanding the metrics and targets., • Understand and contribute to other business plan targets. User Support • Provide support, including troubleshooting system failures, pre-emptively identifying and resolving issues, and delivering user training., • Perform administration tasks that enable business groups within IFM to carry out day-to-day activities., • Manage vendors to support timely resolution of requests and problems. Stakeholder Management • Engage effectively with IFM users to understand reported issues and received requests and deliver the appropriate solution or service., • Liaise with IT Managers, Team Leaders and colleagues regarding potential problems., • Liaise with external software vendors and service providers to resolve issues as appropriate. Policy and Process Management • Comply with all policies and delegations applicable to the activities and decisions required in this role. Functional Analysis • Continually monitor networks, servers, endpoints and cloud applications., • Provide cyber security subject matter expertise to internal and external stakeholders., • Conduct vulnerability assessments, security audits and reviews., • Analyse trends in operational incidents and raise problem tickets to address underlying causes., • Proactively identify areas of risk, investigate root causes and propose mitigation strategies., • Automate, improve and innovate cyber security activities. Performance Measures • Delivery of specific team and individual goals, change requests and incident resolutions., • Feedback from IFM business users, application business owners and IT colleagues on the effectiveness of cyber awareness and services., • Assessment by the Associate Director Information Security of overall performance outcomes described in the annual Performance Plan., • Contribution to the achievement of IFM Investors’ Five Year Strategic Goals. Your Background and Experience Experience • Experience in Investment Management or a related area., • 10+ years’ experience providing IT operational support or in a related area., • A mix of hands on technical and risk element experience Qualifications • Tertiary qualifications in IT or a related discipline., • Preferably 10+ years’ IT experience, with strong experience in information security principles and concepts, particularly at a technical level., • Strong background in Microsoft desktop/server, Microsoft Azure and cloud technologies, security, and networking technologies., • Knowledge of security frameworks, standards and controls, such as NIST and Essential Eight., • Exposure to developing information security policies and governance frameworks., • Exposure to IT security operations in a large or complex organisation., • In-depth experience or understanding of IT security tools and controls. Business Knowledge • Preferably an IT degree with exposure to cyber security processes and procedures., • Demonstrated experience within an information systems environment., • Knowledge of risk analysis, application and system software, including security software and hardware, and related capabilities and performance characteristics., • Understanding of technical security safeguards and the principles, theories, techniques, practices, policies and procedures of information security., • Knowledge of data communications and the concepts, theories and practices of advanced technologies., • Strong written, oral and presentation skills., • Demonstrated analytical, problem-solving and interpersonal skills., • Proven experience with troubleshooting principles, methodologies and issue-resolution techniques., • Confident engaging directly with users and vendors., • Works effectively under time pressure to resolve issues., • Stakeholder engagement and management., • Procedure documentation and training. Technical Knowledge • Understanding of cyber security identification, prevention, detection, response, recovery and mitigation., • Understanding of risk management frameworks., • Excellent knowledge of Microsoft operating systems and applications in relation to best practice hardening and security configuration., • Security knowledge across firewalls, web, email and endpoint protection., • Knowledge of identity management tooling, information protection tools, data loss prevention technologies and cloud security posture management. The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus. $174,000-$220,000 USD IFM also offers robust benefits offerings which include but is not limited to Comprehensive Medical, Dental and Vision plans (significant employer subsidy), 401(k) program with company match; Flexible Savings Accounts (FSA), Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance; Employee Assistance Program (EAP), Commuter Benefits and Headspace subscription. Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com

About the Firm Our client is a Vault top-10 firm with a global platform and one of the most prestigious corporate practices in the country. The firm's New York office is a core engine of that platform, home to a deep bench of M&A, private equity, and investment funds lawyers who advise on some of the most sophisticated transactions in the market. This is a firm consistently regarded by peers as among the most elite in the profession — the kind of platform that signals immediate credibility on a résumé and opens doors for the long term, whether an associate's future path leads to partnership, in-house leadership, or the investment side of the business. The Practice This search supports a newly built-out practice at the intersection of M&A, private equity, and investment funds, with a particular focus on the fast-growing asset manager M&A and GP stakes space — including minority and majority stake sales, seed and strategic investments in emerging managers, and adjacent structuring and transactional work. This is one of the most active corners of the private capital market right now, as asset managers increasingly sell stakes in their management companies to raise permanent capital and institutional investors compete for exposure to the next generation of fund sponsors. The practice is being spearheaded by a Partner who joined this Vault top-10 firm from another Vault top-10 firm, bringing an established client base and a live pipeline of GP stakes and asset manager M&A mandates. Because the team is being built out around this practice from the ground up, associates who join now have a rare opportunity to grow with it — shaping the group's reputation and their own, rather than stepping into an already-entrenched hierarchy. The Role The firm is seeking mid-level to senior M&A, private equity, and investment funds associates for its New York office. Core responsibilities include: • Structuring and negotiating asset manager M&A transactions, GP stakes sales, and seed/strategic investments, • Drafting and negotiating purchase agreements, investment documents, and related transaction agreements, • Leading due diligence workstreams and coordinating with tax, regulatory, and funds specialists, • Direct engagement with sponsor and institutional investor clients throughout the deal lifecycle, • Mentoring junior associates as the practice scales Strong M&A and/or private equity transactional experience from an Am Law 50 or equivalent national/international platform is required. Prior asset manager M&A or GP stakes experience is a meaningful plus but is not required — the firm is prioritizing strong deal instincts and technical grounding over narrow subject-matter overlap. The Long-Term Benefits to the Candidate • Ground-floor entry into one of the hottest niches in private capital. GP stakes and asset manager M&A sit at the center of where institutional capital is flowing right now. Building this expertise early positions an associate as a go-to resource in a specialty that will only grow in demand., • Direct, sustained access to a rainmaking partner. Joining a practice being built around a single lateral partner's book of business means far more direct partner interaction, mentorship, and client-facing opportunity than joining an established group as one of many associates., • A Vault top-10 platform behind a fast-growing practice. Associates get the brand credibility and institutional resources of one of the most prestigious firms in the country, applied to a nimble, entrepreneurial practice — a combination that's genuinely hard to find., • Outsized visibility and career compounding. Being an early associate on a build-out practice means outsized credit for wins, faster trust from the partner, and a much clearer path to being seen as indispensable — all of which compounds over a 3-5 year horizon into partnership consideration or a highly marketable lateral/in-house profile., • Top-of-market compensation, consistent with the firm's Vault top-10 standing, with bonus structures that reward associates for the hours and outcomes this kind of high-growth practice will demand., • Optionality on the client side. Deep GP stakes and asset manager M&A experience is highly transferable to roles at private equity firms, asset managers, and institutional investors themselves — for associates who may eventually want to move to the buy side. This search is being conducted on a confidential, retained basis. Firm and partner identity will be disclosed to qualified candidates upon initial conversation.

My client, a prestigious international law firm, is seeking a Finance Associate with 5 to 7 years of substantive experience. The ideal candidate will have a strong background in fund finance, asset based lending or private bank lending (such as securities or private stock lending). Experience representing lenders is preferred. Experience with the New York market and sophisticated counterparties is essential. This is an excellent opportunity for a motivated mid-level associate whose goal is to run deals. Annual Salary Range: $285,000 to $325,000 (exclusive of any bonuses) Work Schedule: Hybrid -- 3 days in the office If you meet the requirements and you're interested in learning more about this opportunity, please send your resume (in Word format) to Liz Kelly at kelly@artemislaw.com. Thank you. It is the policy of The Artemis Group Ltd. and the clients we represent to provide equal opportunity in employment to qualified individuals in accordance with applicable law based on age, ancestry, color, genetic information, learning disability, marital, civil union, or pregnancy status, past or present history of mental disability, intellectual disability, national origin, physical disability, race, religious creed, transgender status, gender identity or expression, sexual orientation, veteran status or any other protected status. This commitment extends to all employment decisions, including, but not limited to, recruiting, hiring, promotion, training, compensation, discipline and discharge, and to all terms, benefits, privileges and conditions of employment.

Job Title: Associate Executive Director of Family Support/Preventive Services Department: Family Support/Preventive Services Reports To: Executive Director Salary Range: $130,000 to $150,000 Work Hours: In Person 9AM-5PM and 11 to 7 pm one to two evening a week. On call as needed Location: Bushwick, Brooklyn, NY (½ block from transportation hub.) To apply: Submit a resume and cover letter with qualifications to drosario@hispanicfamilyservicesny.org Subject Line: AED Preventive Services ABOUT COALITION FOR HISPANIC FAMILY SERVICES (CHFS): CHFS is a community- based, family-focused organization of color providing an array of services to children and families in North Brooklyn and Western Queens. For over 35 years, CHFS has worked with vulnerable populations that include children in foster care, seriously emotionally disturbed children, youth, and families at risk of abuse and neglect. Our strength-based model also supports progressive youth development programs, family support services and community school partnerships, The provision of accessible, high-quality family focused services to families of color is central to our holistic approach of strengthening families in a culturally competent manner. Our family- centered work serves to strengthen communities’ one family at a time. JOB SUMMARY: The Associate Executive Director of Family Support/Prevention Services (AED), is responsible for all aspects of day-to-day oversight of seven family support/preventive service sites in Brooklyn and Queens. The AED is responsible for program planning, project management, budgeting, staffing and operations of CHFS’ Brooklyn and Queens Family Support and Family Treatment and Rehabilitation (FTR) programs, as well as the School-Based Early Support programs, as contracted by NYC Administration for Children Services (ACS). The AED provides leadership, guidance, supervision and direction to program site directors, while integrating and advancing CHFS’ strategic mission, goals, and objectives. The AED is a member of the CHFS Senior Management team and is expected to work closely in a collaborative manner, with all other CHFS programs. The AED is community minded and establishes strong relationships with community partners who serve as referral sources for the preventive programs. DUTIES AND RESPONSBILITIES: • Serve as the key representative of CHFS’ Family Support/Prevention Services at public and agency functions, events, forums, with governmental oversights entities, city agencies, and non-profit community and with government and private funders., • Provide direct supervision of three Family Support Site Directors (SD), two FTR Site Directors and two School-Based Family Support Site Directors to support and maintain focus and consistency on CHFS’ level of professional standards, safety and risk, professional development and practices that are client- centered, culturally competent, and trauma-informed., • Provide direct program support, as may be required, in the absence of Site Directors., • Make site visits of all borough programs to foster and maintain strong ties/relationships with site staff and CHFS agency., • Collaborate with Operations Manager in monitoring program space, work environment, and equipment needs., • In partnership with SDs, ensure program staff are trained and implement Evidence Based/Informed practice models effectively with their client-families., • Supervise the Solution Base Casework Coordinator to assure model fidelity and proficiency in model practice., • Oversees, in collaboration with SDs, program compliance with ACS program standards and implements services initiatives for the program to meet all programmatic requirements, including but not limited to: timely intakes, client engagement, ongoing collaboration with COS units and Family Court Legal System (FCLS) as maybe required, collaboration with community providers to families, meeting family contact requirements, family goal achievements, timely Family Team Conference (FTCs) and Family Assessment Services Plans (FASPs), and ongoing appropriate casework documentation., • In collaboration with SDs, monitors and manages program utilization across programs., • In collaboration with the QA Specialist, utilizes QA Data to drive program performance and outcomes and ensure goals and targets are routinely met and/or exceeded., • In collaboration with QA Specialist and SDs, identifies additional pertinent data points that may further inform program practice/management., • Monitors and ensures program compliance and readiness for ACS PAMS audits., • In partnership with QA and SDs, establishes Collaborative Quality Improvement work groups to address program improvement needs., • Provide staff trainings as maybe required., • Present monthly program status report of all borough programs at Senior Team Management Meetings., • Collaborates with the Senior Management Team to advance agency and departmental goals., • Attends ACS and agency in-house trainings as required, • Participate in program planning, proposal writing and fund raising efforts., • Collaborates with the Fiscal Department and the Executive Director in the development of program budgets, and ensure programs function with their budgeting goals., • Completes special projects and other tasks as assigned by the Executive Director., • Flexible hours, including Saturdays as may be required. QUALIFICATIONS: • Masters or Doctoral Degree in Social Work, Psychology, Mental Health Counseling , Creative Arts Therapies or related degree., • NYS Licensed Clinical Social Worker, LMHC, LMFT, LCAT with five to ten years’ experience in a leadership role in NYC child welfare /preventive services., • Ten plus years’ experience in preventive services, Knowledgeable and experienced in managing NYCACS funded preventive service programs., • Experience overseeing multiple programs simultaneously with strong clinical and supervisory skills., • Proven track record of leading a successful program/s and meeting program outcomes. Experience in using CONNECTIONS, PROMIS, and Data Warehouse strongly preferred., • Strong verbal and written communication skills are also required, as well as being computer literate, and experience using Microsoft Office; Excel, PowerPoint, and SharePoint., • Bilingual in Spanish is strongly preferred. Employment benefits: • Health insurance, • Dental insurance, • Vision Insurance, • Life insurance, • 401k (with employer match), • Flexible spending account, • Paid vacation/sick/holidays Coalition for Hispanic Family Services is an Equal Opportunity Employer committed to diversity in the workplace across all employment opportunities. To learn more about CHFS, visit us at www.hispanicfamilyservicesny.org

Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can manage day-to-day client needs, coordinate account activity, and serve as a reliable point of contact for both clients and advisors. This is a hands-on role for someone who is organized, detail-oriented, and comfortable taking ownership in a fast-paced wealth management environment. Key Responsibilities • Serve as a primary point of contact for clients and handle ongoing service requests and communications, • Support advisors with client meeting preparation, follow-up, and day-to-day relationship management, • Manage account opening, maintenance, transfers, money movement, and other client account activity, • Coordinate client onboarding and ensure documentation is completed accurately and efficiently, • Maintain accurate client records and information within CRM and portfolio management systems, • Work with custodians and other external partners to resolve account-related requests and issues, • Track outstanding client and advisor requests through completion, • Identify opportunities to improve client service processes and internal workflows, • Assist with additional client service and operational projects as needed Qualifications • 10+ years of client service experience within an RIA, wealth management firm, private bank, or similar financial services environment, • Experience supporting high-net-worth or ultra-high-net-worth clients, • Strong knowledge of investment account administration, including onboarding, account maintenance, transfers, and money movement, • Experience working with major custodians and CRM platforms, • Strong written and verbal communication skills, • Excellent attention to detail and organizational skills, • Ability to manage multiple priorities and take ownership of client requests

About Jefferies Jefferies is a leading global, full-service investment banking and capital markets firm with deep industry expertise, strong execution capabilities, and a client-focused culture. Our Financial Institutions Group (FIG) advises a broad range of financial services companies on strategic and capital markets transactions across banking, insurance, asset management, specialty finance, and fintech sectors. Our Specialty Finance team advises market-leading public and private companies across consumer finance, asset-based lending, equipment finance, leasing, commercial finance, payments, and other specialty lending sectors. Position Overview Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The successful candidate will play a key role in the execution of M&A, capital raising, and strategic advisory assignments while working closely with senior bankers and clients across the specialty finance ecosystem. Key Responsibilities • Execute and manage M&A, equity, debt, and strategic advisory transactions for specialty finance clients., • Develop, review, and maintain complex financial models, including operating models, valuation analyses, merger models, accretion/dilution analyses, and LBO analyses., • Prepare and oversee the development of client presentations, board materials, offering memoranda, marketing materials, and other transaction-related documentation., • Conduct industry, company, and market research to support transaction execution and business development initiatives., • Manage due diligence processes and coordinate with clients, legal counsel, accountants, lenders, investors, and other external advisors., • Serve as a key point of contact on transaction workstreams and collaborate closely with senior bankers, clients, and internal product partners., • Participate in client meetings and contribute to strategic discussions across a variety of advisory and financing assignments., • Assist with business development efforts, including pitch preparation, market updates, and relationship management activities., • Mentor and develop junior team members while ensuring the quality, accuracy, and timeliness of deliverables., • Contribute to a collaborative team environment while balancing multiple priorities in a fast-paced setting. Qualifications • 5+ years of relevant investment banking experience, with preference for candidates from FIG, specialty finance, financial services, or related sectors., • Strong transaction execution experience across M&A, capital raising, and strategic advisory engagements., • Advanced financial modeling, valuation, analytical, and accounting skills., • Demonstrated ability to manage multiple workstreams and consistently deliver high-quality work under tight deadlines., • Strong understanding of financial institutions, credit-oriented business models, and specialty finance sectors., • Excellent written, verbal, presentation, and interpersonal communication skills., • Ability to work effectively with senior bankers, clients, and cross-functional teams., • Proven leadership capabilities and a track record of mentoring junior professionals and managing transaction teams., • Commercial mindset with strong problem-solving skills, attention to detail, and sound judgment., • Bachelor's degree with a strong academic record; MBA or other advanced degree is a plus but not required., • Title (Associate or Vice President) will be determined based on experience, transaction execution capabilities, leadership qualities, and client management experience.

Who We Are Managed Funds Association (MFA), based in Washington, D.C., New York City, Brussels, and London, represents the global alternative asset management industry. MFA’s mission is to advance the ability of alternative asset managers to raise capital, invest it, and generate returns for their beneficiaries. MFA advocates on behalf of its membership and convenes stakeholders to address global regulatory, operational, and business issues. MFA has more than 180 fund manager members, including traditional hedge funds, private credit funds, and hybrid funds, that employ a diverse set of investment strategies. Member firms help pension plans, university endowments, charitable foundations, and other institutional investors diversify their investments, manage risk, and generate attractive returns throughout the economic cycle. Who You Are The Senior Associate, Sponsorship & Conferences supports the planning and execution of MFA’s conference portfolio (10+ annually). This role contributes to end-to-end event operations, including registration management, member engagement, vendor coordination, and onsite execution, while ensuring data integrity and a high-quality attendee experience. What You'll Do Essential Responsibilities: Conference Operations & Execution • Support end-to-end execution of conferences, including pre-event planning and onsite management, • Monitor and manage conference registration platforms, serving as a primary point of contact for attendee inquiries, • Assist with logistics for sponsor benefits at conferences—including print and digital collateral, marketing materials, and activations—and support the conference team in executing onsite and digital sponsorship deliverables Data Management & Reporting • Maintain accurate conference and attendee data across systems, • Pull and analyze reports (registration, committee/forum participation, attendee lists), • Manage CLE requirements related to conference programming: collateral collection, submissions and deployment Member Engagement & Communications • Collaborate with Association leadership on membership initiatives and outreach tied to conferences, • Partner with programming and content teams to develop and deploy event communications and invitations (Higher Logic), • Support programming team with member research call scheduling and set up, • Manage speaker onboarding by collecting, organizing, and maintaining key speaker assets (bios, headshots, titles), ensuring all materials are accurately tracked and readily accessible to support marketing, communications, and cross-functional team needs Marketing & Promotion • Coordinate with design and digital vendors to produce promotional materials and collateral Vendor & Logistics Management • Support sourcing and management of event vendors, including coordination of timelines and deliverables, • Assist in managing event logistics, production schedules, and execution Budgeting & Financial Oversight • Support accounts receivable (AR) related to conference registration and overall budget tracking Additional Support • Perform other duties as assigned What You Bring • Bachelor’s degree preferred in hospitality, marketing, communications, business, or a related field, • 4 years or more of experience in events, programming, marketing, investor relations, or communications; financial services experience preferred, • Experience supporting event programming and working with event registration systems and CRM platforms, • Strong understanding of the financial services ecosystem (investors, fund managers, consultants) is a plus, • Excellent organizational, time management, and multitasking skills with strong attention to detail, • Strong interpersonal, client service, and communication skills (written and verbal), • Proactive, solutions-oriented mindset and high level of professionalism and accountability, • Collaborative team player that values being a good teammate, communicator, and partner to MFA members., • Ability to manage multiple priorities in a fast-paced environment, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Copilot) and familiarity with modern communication channels (e.g., social media, digital platforms), • Occasional domestic business travel is required. What We Offer • Hybrid Tuesday, Wednesday, Thursday in office, • Lunch every Thursday, • Office Snacks, • Paid subscription to LinkedIn Learning, • Up to two annual staff gatherings (Spring offsite and holiday party), • Values driven culture, • Remote August, • 22 annual days of Paid Time Off (PTO), and currently 11 paid holidays, • Medical Plan, Prescription Drug Card, Dental Plan, Vision Insurance, Life Insurance, Short and Long-Term Disability, Flexible Spending Accounts, Employee Assistance Program, • More!! Salary Range: $90,000-$100,000 per year

• Associate Director, Strategy Consulting - (Media Practice), • $265,000–$300,000 base salary + bonus, • New York, NY | Hybrid | Limited travel Join a fast-growing New York team within an established international strategy consultancy, working with private equity and corporate clients on high-value commercial due diligence and growth strategy engagements. As an Associate Director, you’ll play a key role in building the firm’s expanding Media practice, leading client engagements, developing senior relationships and supporting business growth. You’ll join a collaborative, low-hierarchy culture where senior hires are given genuine ownership to shape the team, develop people and influence the future direction of the New York office. Role Highlights You will: – Lead commercial due diligence and growth strategy engagements across the Media sector. – Oversee multiple consulting teams and complex projects with limited Partner involvement. – Develop senior relationships with private equity and corporate clients. – Contribute to pitches, sales conversations, marketing and wider practice growth. – Mentor consultants, manage careers and help shape a growing New York office. You Will Need – Strong strategy consulting experience within Media-focused strategy engagements. – Hands-on commercial due diligence and growth strategy experience. – A track record of leading several complex projects simultaneously. – Confidence managing senior clients and external stakeholders. – Previous involvement in business development, pitches or sales activity. Why You’ll Love It – $265,000–$300,000 base salary. – Clear opportunity to progress rapidly to Director, with a longer-term pathway to Partner. – 401(k) contributions matched up to 4.5% of base salary with no vesting period. – Hybrid working with limited travel and initiatives designed to reduce excessive weekend work. – Up to 39 days away from work annually, including vacation, holidays and optional unpaid leave. – Enhanced parental and fertility treatment leave policies. – Sabbatical opportunities as your career progresses. – Personal coaching, employee assistance and broader wellbeing support. – International project exposure through established US and European client relationships. – Regular company events, including an annual global summer event in Europe. Unfortunately, due to a high number of applicants, we are only able to respond to successful candidates

This is an outstanding opportunity for a 3-6 year Litigation Associate. This can change the trajectory of your career! If you bring strong litigation experience and have the ability and the confidence to run cases on both sides of the v. and you have some experience leading fellow associates and tally up W's. Most importantly, if you care about doing what's right, this role is yours to own! My client is a civil and commercial litigation, investigations, and strategic advisory law firm. They remain confidential at this point because their founders/Sr Partners are high profile difference makers who have already won many culture changing decisions. They combine decades of collective experience and expertise to litigate the most challenging cases for individuals, corporations, and other for-profit and not-for-profit entities on both sides of the “v.” They also advise corporate boards, C-Suite executives, and senior leaders in navigating their most sensitive and complicated legal issues. Fearless advocates with deep private practice, in-house, and government/public sector experience, their unmatched bench of renowned lawyers provide trusted, innovative advice that sees around corners and is five steps ahead when it comes to solving the most difficult and controversial problems. This firm boasts an unparalleled track record of successfully litigating some of the most high-profile and consequential issues of the last 30 years, including landmark legislative and Supreme Court victories for marriage equality and many dozens of successful jury trials, arbitrations, and out-of-court settlements for a diverse array of clients. They have served as counsel and advisors to top government officials, university presidents, Fortune 50 boards and CEOs, and other litigants in both the private and public sectors for decades, making them uniquely well suited to coming up with ingenious, lasting solutions. Understanding what this younger, yet extremely accomplished firm brings to the table should explain their need for anonymity. They would otherwise have time to do much else than take calls and meet with candidates hoping to meet this culture changing, difference making team! If you want to align with this firm, you will have 3-5 years as a strong Litigator with experience at an AM100 firm and an impressive education (Top Law School with excellent collegiate resume and high LSAT score). If this is you, reach out to me for an initial conversation. This opportunity compensates on the Cravath Scale! Good Luck! Skills: Litigation, Commercial, Complex, Civil, Discrimination, Appellate, Defamation, Investigation, IP, Employment, Leadership.

COMPANY DESCRIPTION: Our client is a multi-billion dollar alternative credit fund based in NYC. Employees at the firm are in the office 3 days per week (TWR). JOB DESCRIPTION: The firm is hiring an Investor Relations Associate. Responsibilities include: -Serve as a resource for current and prospective investors, providing timely and accurate communications -Support all investor communications, including the creation and distribution of ad hoc reports and other investor focused deliverables -Maintain and optimize the CRM system, ensuring up-to-date records on investor balances, transactions and related activities -Enhance process efficiency and effectiveness of investor relations workflows to drive process optimization JOB REQUIREMENTS: -1-3+ years of relevant experience in investment consulting, investment banking, private banking or a related field -Undergraduate degree from a top institution is required -Strong quantitative, analytical, and organizational skills with a high attention to detail -Exceptional communication skills

Investment Management (Private Funds) Associate About the Job: Prominent international law firm is seeking experienced attorney to join its distinguished private funds practice group in New York. Ideal Candidates Will Have the Following: • 2 to 6 years experience in fund formation and investment management, • A strong understanding of fund structures, representation and regulatory compliance relating to private investment funds, • Strong drafting, writing and analytical skills, • Client-facing approach, • Excellent academic credentials Candidates must be admitted to the New York bar or eligible for waiver into it. Salary range: $235,000 - $390,000, dependent on factors such as experience and job history. If you meet the above listed requirements and you're interested in learning more about this opportunity, please send your resume (in Word format) to Alice Stein at stein@artemislaw.com. Thank you.

Our client is an Am40 Law Firm seeking a Capital Markets Associate or Counsel with 5+ years of experience to join its highly regarded Corporate Finance and Capital Markets practice in New York. The team is widely recognised as one of the leading capital markets practices globally, advising on innovative and complex financial transactions across a broad range of industries and jurisdictions. With more than 125 lawyers across the US, Europe, and Asia, the group offers seamless collaboration on both domestic and cross-border matters and has established a market-leading reputation in private credit, private equity, IPOs, debt financings, life sciences capital raising, and sovereign bond offerings. The practice advises issuers, underwriters, placement agents, investment funds, asset managers, financial institutions, and sovereign entities on sophisticated capital markets transactions, providing associates with exposure to some of the most complex and high-profile matters in the market. Key Responsibilities • Advise issuers, underwriters, and placement agents on public and private securities offerings, • Lead and manage key aspects of transactions from due diligence through closing, • Draft and negotiate offering documents, disclosure materials, and transaction documentation, • Counsel clients on Securities Act and Exchange Act compliance, corporate governance, and ongoing reporting obligations, • Work closely with clients on complex domestic and cross-border financings, • Collaborate with colleagues across multiple offices and practice groups on multi-jurisdictional matters Candidate Profile • J.D. from a leading law school, • Admitted to practice in New York or eligible for admission, • 5+ years of capital markets experience gained at a leading law firm, • Experience representing issuers, underwriters, and placement agents in public offerings, private placements, and other securities transactions, • Strong understanding of securities law compliance and reporting requirements under the Securities Act of 1933 and Securities Exchange Act of 1934, • Proven ability to assume significant responsibility on transactions and manage multiple workstreams, • Excellent drafting, analytical, and client-facing skills Experience advising business development companies (BDCs), investment funds, asset managers, or other regulated financial institutions is advantageous but not essential.

Position Overview Dynamic AmLaw 200 firm seeking a highly motivated and skilled Capital Markets Associate to join our premier Corporate Department. This role is ideal for an attorney looking to transition their experience into a dynamic, mid-sized firm environment that offers sophisticated work, direct client contact, and a clear track for professional growth. Key Responsibilities • Capital Markets Transactions: Advise issuers, underwriters, and investors in public and private offerings of equity and debt securities, including IPOs, secondary offerings, and private placements (PIPEs)., • Securities Compliance: Draft and review periodic reports, proxy statements, and other SEC disclosures (Forms 10-K, 10-Q, 8-K) in compliance with the Securities Act of 1933 and the Securities Exchange Act of 1934., • Corporate Governance: Counsel public and private corporate clients on governance matters, stock exchange listing requirements (NYSE/NASDAQ), and regulatory compliance., • Mergers & Acquisitions: Assist with corporate transactions, including drafting and negotiating transaction documents, managing due diligence, and closing deals. Required Qualifications & Credentials • Class Years: Open strictly to the Class of 2022, 2023, or 2024., • Academic Excellence: Must hold a J.D. from an accredited law school with a minimum GPA of 3.5 (or top-tier class rank equivalent)., • Firm Background: Am Law 100/200 (BigLaw) firm experience is heavily preferred., • Career Stability: A steady employment history is required; no history of job-hopping or short stints between firms., • Bar Admission: Must be admitted to practice and in good standing with the New York State Bar (or eligible for immediate admission). Preferred Skills • Strong drafting, negotiation, and analytical capabilities., • Ability to manage multiple deal workstreams concurrently in a fast-paced environment., • Excellent interpersonal skills with the ability to communicate effectively with high-profile corporate clients and senior partners.

Private Credit Associate, Energy Transition | New York Our client is a global alternative investment manager with nearly four decades of credit investing behind it, backed by one of the largest asset managers in the world. Its Energy Transition team has invested billions across solar, storage, wind, development platforms and private debt. They write equity and debt, so you see the whole capital stack, not one slice of it. What you’ll do • Build and own complex financial models for new deals and existing portfolio investments, • Draft and present investment committee memos, • Run diligence and help drive deals from screening through closing, • Help structure and raise debt and tax equity, including lender models and ratings agency materials, • Monitor and help monetize portfolio companies and assets, • Source new ideas, research new markets and help keep the M&A pipeline full, • Grow into private debt and platform investing as you build your track record Who you are • 2 to 6 years in investment banking, PE, private credit, project finance, M&A, or corporate finance at a developer, IPP or storage company, • Strong modeler with project finance or corporate modeling experience, • Commercial, curious and comfortable moving fast with a lot of moving parts, • Bonus points if you’ve closed M&A or private lending deals, • Real interest in investing and the energy transition

Company Description TheraHaven Staffing LLC is a staffing and recruiting firm that connects skilled professionals with leading organizations. Along with healthcare staffing, TheraHaven partners with a national legal recruiting network to place attorneys with top law firms. We keep every conversation confidential and focus on matching each candidate’s experience and career goals with the right opportunity. Role Description TheraHaven is recruiting on behalf of a confidential AmLaw 100 law firm for a full-time, on-site Mergers & Acquisitions Associate in New York, NY. The firm is adding an associate to its New York M&A group, which has 21 partners and 10 associates. That ratio gives associates significant partner exposure and early responsibility. The associate will represent Fortune 500 companies, private equity firms, investment banks, and privately held companies in high-profile, complex mergers and acquisitions, including domestic and cross-border deals on both the buy side and the sell side. The work includes acquisitions, divestitures, strategic alliances, spin-offs, carve-outs, leveraged buyouts, recapitalizations, and tender offers. Compensation: $260,000–$365,000 base salary, depending on class year, plus an annual bonus with additional high-hours and merit awards. Qualifications • JD from an accredited law school; class years 2020–2024, • 2–6 years of significant M&A and strategic transactions experience at a law firm, • Experience with domestic and cross-border transactions on both the buy side and the sell side, • Solid understanding of complex structural and corporate issues in M&A, • Excellent written and oral communication, research, and analytical skills, • Strong work ethic, client service focus, and interest in taking on more responsibility, • Admitted to the New York bar or eligible to waive in Benefits Medical, dental, vision, life and disability coverage; 401(k)/Roth 401(k); industry-leading parental leave and family benefits; HSA/FSA; wellness programs; flex time and reduced-schedule options; paid bar dues; dedicated pro bono support. All inquiries are confidential. Apply here or message me directly. Also fix these fields in the posting: • Location: New York, NY, • Employment type: Full-time, • Workplace: On-site

We are working with a global asset manager looking for a fundraising Associate to support fund launches, attend client meetings, and create marketing materials for their private real estate business. Key Responsibilities: • Attend investor meetings and presentations, • Lead product development and new fund launches, • Assist in marketing efforts and preparation of materials, • Prepare investor reports and analyze feedback, • Respond to investor inquiries and provide timely information, • Conduct competitive market analysis on other funds, • Collaborate with internal teams for accurate communications Qualifications: • Bachelor's degree in finance or related field required, • 2+ years of experience in investor relations, capital formation, or at a placement agent, • Strong communication and organizational skills

Company Overview Pioneer in exclusive event-based private sales, Arlettie has been creating unique experiences for the world's leading Luxury Houses for over 20 years. In Paris, London, Milan, New York, and online, Arlettie connects its community of 300,000 members to exceptional sales events. Arlettie is now looking for passionate new talents to support its ambitious growth and development. Become part of a French success story that has grown into an international brand by joining Arlettie! Job Description As part of our showroom events in New York, you will join Arlettie as a multi-skilled Sales Associate. You will play a key role in ensuring a smooth client experience and successful event execution, contributing across multiple phases : Event Setup Phase : Before each event, you will contribute to receiving deliveries, checking inventory, and setting up products according to a floor plan specific to each sale, ensuring compliance with the brand’s merchandising guidelines. Event Production Phase : During the event, you will be trained and assigned to different areas and tasks, such as: • Greet clients upon arrival: check invitations and manage coat check., • Provide personalized service and styling assistance across all product categories (RTW, Knitwear, Shoes, Jewelry, Leather Goods…)., • Maintain product displays and ensure restocking throughout the event to support sales and client satisfaction., • Operate the cash register and process transactions, delivering an exceptional customer experience at checkout. Repackaging Phase : At the close of each event, you will assist with reconditioning collections according to precise brand guidelines and their requirements. Our showroom events in New York will take place at our dedicated space located in the Flatiron District in New York. This is a part-time, event-based position with flexible hours depending on showroom activity. Weekly hours range from 10 to 40 hours, Monday through Sunday. Scheduling may vary from week to week based on business needs and your availability. A transition to full-time employment may be considered after 3–6 months, based on performance, motivation, and staffing needs. Required Profile You ideally have prior retail experience in ready-to-wear, jewelry, or leather goods, preferably in a high-volume environment. Energetic, reliable, and customer-focused, you have excellent interpersonal skills and a strong sense of service. You are adaptable, proactive, and comfortable working in a dynamic, fast-paced setting. You thrive in a team environment and bring a collaborative, positive spirit. * Expected Hourly Range: $22-$28/hour. Salary will be determined based on relevant skills and experience.

About Cresset _ is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top RIA firms, and as one of the industry’s best places to work,_ Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Job Description Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience. Key Responsibilities • Manage client relationships on multi-custodial platforms, • Serve as a primary lead for client onboarding, investment implementation, and private banking services, • Create and implement customized onboarding experience for high net-worth clients, • Transfer and reconcile assets from contra firms, • Implement new investment strategies and hire managers as directed by advisor, • Prepare client subscription and redemption documents related to alternative investments, • Manage client billing (assign attributes, start/end dates, raising cash), • Assist with client inquiries regarding inflow and outflows, • Establish lines of credit/margin, • Establish 529 accounts, • Manage client donor advised/charitable distributions, • Attend quarterly client portfolio review meetings as needed (FO), • Serve as a liaison between Cresset and client CPA’s and attorneys (FO), • Manage tax document facilitation with client CPA’s (FO), • Identify new technology and opportunities to enhance client experience and promote internal scalability Qualifications • Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience, • 5+ plus years’ financial services experience working with ultra-high net worth clients, • Knowledge of Fidelity and Schwab custodial platforms a plus, • Operate in a dynamic and fast-paced environment is essential, • Approach problems with creativity, innovation, and tenacity, • Possess a strong sense of urgency, • Think strategically and operate independently, • Multitask to successfully manage multiple assignments simultaneously, • Evaluate and prioritize tasks to meet deadlines, • Organize and create structure for client relationships, • Collaborate and provide meaningful input to the team, • Adapt, improvise, and overcome challenges, • Quickly and efficiently process and absorb information, • Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task, • Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals, • Proactively approach problem solving with strong decision-making capability, • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity, • Excellent communication skills, both written and verbal, • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,, • PowerPoint and Outlook What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $100,000 - $130,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

$2 billion Private Equity Firm in search of an Investor Relations Associate Position Summary The Investor Relations Manager/Associate will help drive the firm's investor communications, capital raising initiatives, and marketing efforts. Working alongside senior leadership, including the Partners and CFO/Chief Compliance Officer, this individual will support existing limited partners while contributing to future fundraising campaigns. This position offers broad exposure across investor relations, marketing, fundraising, and strategic communications. Success in the role requires exceptional organization, strong financial literacy, outstanding communication skills, and the ability to manage multiple priorities in a fast-moving environment. We are looking for someone who continuously seeks better ways to operate, embraces technology to improve productivity, and enjoys taking ownership of projects from concept through execution. The ideal candidate combines analytical thinking with excellent judgment, proactively identifies opportunities and challenges, and consistently delivers high-quality work. Primary Responsibilities Investor Communications • Coordinate the production and distribution of quarterly investor reporting packages., • Prepare investor updates, capital notices, annual meeting materials, and other communications throughout the year., • Partner with finance and investment professionals to collect, validate, and organize information included in investor reporting., • Maintain electronic investor resources, including virtual data rooms and document repositories. Capital Raising & Business Development • Assist with fundraising initiatives by developing and updating offering memoranda, due diligence questionnaires, presentation materials, and related marketing documents., • Maintain investor pipeline information within the firm's CRM, tracking prospective investors, meetings, commitments, and follow-up activity., • Coordinate diligence requests from prospective investors by organizing materials, scheduling meetings, and managing ongoing information requests., • Research institutional investors, consultants, family offices, and industry events that align with the firm's fundraising strategy., • Leverage AI-enabled research tools to identify new fundraising opportunities, evaluate investor fit, and improve sourcing efficiency., • Develop briefing materials for partner meetings, including investor profiles, relationship history, and relevant discussion points., • Support performance analysis and peer benchmarking initiatives used during fundraising. Investor Relationship Support • Serve as a day-to-day contact for investor requests and ongoing communications., • Help cultivate long-term relationships with limited partners, consultants, placement agents, and co-investment partners., • Monitor investor activity, preferences, and historical interactions to help strengthen engagement strategies and improve relationship management. Marketing & Corporate Communications • Refresh and maintain investor-facing collateral, including presentations, fact sheets, website content, and other marketing materials., • Assist with conference planning, speaking engagements, and external marketing initiatives., • Ensure branding and messaging remain consistent across all communications and presentation materials. Qualifications • Approximately three to five years of experience supporting investor relations, fundraising, institutional marketing, or client communications within private equity, alternative asset management, or a related investment environment., • Exceptional written communication skills with the ability to produce polished, professional materials for institutional investors., • Strong presentation and interpersonal communication abilities., • Advanced proficiency with Microsoft Office applications, particularly PowerPoint, Excel, and Word, along with experience using CRM platforms. Familiarity with AI-powered productivity tools is highly desirable., • Solid understanding of private equity fund performance, portfolio analytics, and investment concepts, with the ability to translate financial information into clear investor messaging., • Demonstrated initiative in improving processes, introducing efficiencies, and implementing practical technology solutions., • Comfortable working independently while managing multiple concurrent projects with close attention to accuracy and deadlines., • Proactive mindset with the ability to anticipate investor needs and resolve issues before they become obstacles., • Working knowledge of private equity fund structures, investor reporting practices, and distribution waterfalls is preferred., • FINRA Series 7 or Series 65 registration is beneficial but not required., • Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline.

The Opportunity Our client, an established alternative investment firm, is seeking an Associate Director to join its Compliance team in New York. This individual will take ownership of several key areas of the firm’s compliance program and serve as a trusted partner to stakeholders across the business. The role offers meaningful visibility and the opportunity to help modernize the compliance function through improved processes, automation, and AI-enabled tools. The ideal candidate is business-minded, intellectually curious, highly accountable, and comfortable operating independently in a fast-paced environment. Key Responsibilities • Own the end-to-end review and approval of marketing and advertising materials, including pitch decks, whitepapers, case studies, and other presentations., • Ensure materials comply with the SEC Marketing Rule, FINRA communications standards, and other applicable requirements., • Lead the preparation and filing of Form ADV, Form PF, and other required regulatory submissions., • Monitor regulatory developments affecting private fund advisers and translate new requirements into practical guidance for the business., • Coordinate responses to operational due diligence requests, SEC examinations, and other regulatory matters, including document collection and written responses., • Maintain and enhance the firm’s compliance policies and procedures, including updates to the Compliance Manual, disclosures, and regulatory references., • Identify and lead initiatives designed to improve the efficiency and scalability of the compliance program., • Evaluate and implement AI-enabled tools, automation, and workflow solutions across compliance monitoring and reporting., • Partner with Technology, Operations, and other business teams to identify and implement compliance-related technology use cases., • Manage compliance requirements for offshore fund vehicles, including board meeting preparation, regulatory reporting, service-provider coordination, ongoing diligence, and new vehicle launches., • Oversee applicable lender registration processes, including annual filings and the ongoing maintenance of control-person and fund-vehicle information., • Conduct internal testing to assess the effectiveness of the firm’s compliance policies and procedures., • Identify potential gaps, escalate findings, and recommend practical solutions to strengthen the compliance program., • Support additional projects and cross-functional initiatives based on the Compliance team’s evolving priorities. Qualifications • Bachelor’s degree required., • Approximately 4–8 years of compliance or related experience with a registered investment adviser., • Familiarity with private funds and applicable SEC requirements., • Strong organizational, analytical, written, and verbal communication skills., • Sound judgment and the ability to work independently with limited supervision., • Collaborative and service-oriented approach to working with business stakeholders., • Ability to manage competing priorities in a fast-moving environment., • Genuine interest in technology, automation, and process improvement.

Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) • Location: New York, NY (local candidates only please), • On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED / BE ON CALL AFTER HOURS AS NEEDED WITHIN THIS 24/7 COMPANY OPERATION CATERING TO CLIENT NEEDS., • Compensation: $80,000 to $100,000 base salary (commensurate with experience) plus performance bonus potential and benefits Position Summary – Client Services Associate / Specialist Private aviation company seeks a highly organized, client-focused Client Services Associate / Specialist to join the Operations team. This role serves as a critical liaison between aviation advisors, clients, operators & vendors. Client Services Associate / Specialist manages trip execution from initial request through post-flight follow-up. Position requires strong operational judgment, attention to detail, the ability to perform under time-sensitive conditions in a fast-paced aviation environment, AND THE ABILITY TO BE ON-CALL AFTER HOURS (AS NEEDED) FOR THIS 24/7 COMPANY OPERATION. Responsibilities – Client Services Associate / Specialist • Manage client private jet/charter/etc. requests from initial inquiry through post-flight follow-up, • Coordinate with operators, pilots, and third-party vendors including catering and ground transportation, • Build & manage detailed flight itineraries, trip logistics, etc., • Monitor flight schedules, weather, aircraft status, and operational changes in real time, • Provide proactive, professional communication to clients before, during and after flights Conduct flight following and ensure smooth execution of all trips, • Ensure compliance with all safety, regulatory, and operational standards, • Assist with flight services including catering, transportation, and special client requests, • Support administrative, analytical, and reporting tasks related to flight operations, • Assist accounting with billing, invoicing, and post-trip reporting Qualifications – Client Services Associate / Specialist • REQUIRED: 2 to 3+ years of LUXURY HOSPITALITY-FOCUSED EXPERIENCE (ideally in PRIVATE AVIATION, PRIVATE CORPORATE TRAVEL, or similar industry client-facing operations), • Proven operations / administrative experience with the ability to be client-facing / personable to client base, • Ability to work in-office Monday through Friday (9:00am to 5:00pm) and BE REACHED / ON CALL AFTER HOURS AS NEEDED WITH THIS 24/7 COMPANY OPERATION, • Bachelors level degree preferred but not required if industry experience is relevant, • Excellent verbal and written communication skills, • Microsoft Office Suite proficient (Word, Excel, PowerPoint, Outlook) - proficiency with scheduling systems and CRM platforms (Salesforce preferred), • Strong client-service mindset with a white-glove approach, • Strong operational, communication (verbal/written), organizational, time management, analytical, problem-solving, and attention to detail skills, • Ability to manage multiple priorities simultaneously, under pressure, in a fast-paced environment

Trusts & Estates Associate An established private client practice is seeking a Trusts & Estates Associate with approximately 3-5 years of experience to join its growing team. The successful candidate will work directly with experienced practitioners on a broad range of estate planning and estate administration matters for high-net-worth individuals, families, fiduciaries, and business owners. Responsibilities • Draft wills, revocable and irrevocable trusts, and related estate planning documents., • Assist with sophisticated wealth transfer and multi-generational planning matters., • Administer estates and trusts from probate through final distribution., • Prepare memoranda, correspondence, and planning analyses., • Participate in client meetings and ongoing client relationship management., • Work closely with senior attorneys on complex planning and administration matters. Qualifications • 3-5 years of Trusts & Estates experience., • Experience drafting estate planning documents and trusts., • Familiarity with estate and trust administration., • Strong legal writing, analytical, and research skills., • Ability to manage matters independently and work effectively as part of a team. Preferred Experience Experience with sophisticated planning techniques, transfer tax matters, charitable planning, or high-net-worth clients is advantageous but not required. The Practice The group represents individuals, families, and fiduciaries in connection with estate planning, trust and estate administration, wealth transfer planning, taxation, and related matters. Attorneys are given meaningful responsibility, direct client exposure, and the opportunity to work alongside highly experienced practitioners on sophisticated matters. Compensation & Benefits • Competitive compensation package., • Annual billable expectation of approximately 1,500 hours., • Hybrid work arrangement., • Strong mentorship and professional development opportunities., • Collegial, team-oriented culture with a long-term approach to career growth. This is an opportunity to join a respected private client practice with a sophisticated client base, an established support structure, and a commitment to professional development.

Private Banking Associate | NYC 💰 $150K Base | $270K+ Target OTE | Equity 📍 New York City | Hybrid, 3–4 Days In Office Shields Group Search is partnering with a fast-growing wealthtech company building a modern, open-architecture private banking platform purpose-built for registered investment advisors and the independent wealth channel. The company provides institutional-grade banking and lending solutions across securities-based lending, structured notes, residential mortgages, commercial real estate, premium finance, fine art lending, fund finance, deposits, and more. Its platform connects advisors, lenders, and clients through a unified, AI-powered infrastructure designed to deliver private banking at scale. The team is building something new in wealth management and is looking for people who want to help define it. The Role The Private Banking Associate is a deal-focused execution role responsible for supporting the origination, processing, and closing of credit, mortgage, and cash management transactions for high-net-worth and ultra-high-net-worth clients referred through the company’s RIA and family office partner network. You will work closely with the Private Banking Director to move opportunities from submission through funded close, ensuring fast, accurate, and friction-free execution across the full deal lifecycle. This is a role for someone early in their private banking or lending career who is eager to develop deep expertise across multiple product lines, build relationships with advisors and clients, and grow into a senior relationship role over time. What You’ll Do Deal Execution — Credit • Support origination, processing, and closing of securities-based lending, premium finance, fund finance, fine art lending, and other non-mortgage credit transactions, • Coordinate with lenders across the company’s banking partner network to manage submissions, track underwriting progress, and facilitate term sheet negotiation and closing, • Maintain accurate deal records and pipeline tracking in HubSpot Deal Execution — Mortgage • Support residential mortgage transactions from application through funded close, including purchase, refinance, jumbo, and non-QM loans, • Assist borrowers in assembling mortgage documentation for complex HNW profiles, including non-traditional income, trust and entity ownership, and concentrated assets, • Coordinate with mortgage lending partners on submissions, underwriting, and closing timelines, • Ensure every mortgage transaction closes on time and with a superior client experience Cash Management & Deposits • Support advisors and clients in opening deposit accounts and establishing cash management solutions through the company’s platform, • Assist with account documentation, onboarding, and coordination with banking partners, • Help advisors position cash management as an integrated part of the client’s broader banking relationship with the company Advisor & Client Support • Serve as a responsive, knowledgeable point of contact for advisors and clients throughout the deal process, • Answer product and process questions, provide status updates, and escalate complex issues to the Private Banking Director, • Assist in preparing client-facing materials, deal summaries, and lender packages, • Support the Private Banking Director in business reviews, advisor meetings, and client calls as needed What We’re Looking For • 4–6 years of experience in lending, banking, mortgage origination, or financial services, with private banking, wealth management, or specialty finance preferred, • Familiarity with HNW borrower profiles and complex financial documentation is a strong plus, • Strong attention to detail and ability to manage multiple transactions simultaneously in a fast-moving environment, • Excellent communication skills and comfort interacting with advisors, clients, and lender partners, • Proficiency with CRM tools, with HubSpot preferred, and strong organizational skills, • NMLS registration is a plus for candidates with mortgage experience, • Entrepreneurial mindset and comfort operating in an early-stage environment where process is still being built What Success Looks Like • Deals move efficiently from submission to funded close with minimal back-and-forth or delays, • Advisors and clients receive timely, accurate communication throughout every transaction, • Documentation is complete, organized, and lender-ready on every submission, • The Private Banking Director is well-supported and able to focus on senior relationship management while you manage execution, • You are developing expertise across credit, mortgage, and deposits and beginning to take on more independent responsibility over time What the Company Offers • Hands-on experience across multiple private banking product lines in a fast-growing wealthtech platform, • Direct mentorship from senior private banking professionals and company leadership, • Clear path to growth into a senior relationship management role, • Collaborative team environment with direct access to leadership, • Hybrid work environment in New York City, with 3–4 days per week in the office, • $150K base salary, • Target OTE of $270K+ with variable compensation tied to funded outcomes, • Equity, • Comprehensive benefits package

Position: Investor Relations Associate Location: Downtown NYC (Hybrid) Salary: $120K – $140k + Bonus Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team! Key Responsibilities: CRM Management • Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency., • Track all investor interactions, requests, and key deadlines to support effective relationship management. Due Diligence (DDQs) & RFPs • Assist in completing standard due diligence questionnaires and requests for proposals., • Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments., • Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management • Monitor the general Investor Relations email inbox and triage incoming messages., • Draft and send timely, accurate, and professional responses to routine investor inquiries., • Log all relevant correspondence and follow-ups in the CRM. Investor Transfers & Wire Instruction Updates • Support the administrative process for investor transfers and wire updates., • Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support • Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel., • Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: • Bachelor's degree in Finance, Business, Communications, or a related field., • 3–5 years of relevant experience in investor relations, client services, RFP writing, or financial operations., • Knowledge of asset management, private equity, or alternative investments is preferred., • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus., • Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or FA/PWA, • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit), • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance), • Assist FAs/PWAs/teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures and new platforms, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials), • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the FA/PWA Education and/or Experience • High School Diploma/Equivalency, • College degree preferred, • Industry experience is a plus, • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills • Detail orientated with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. New York Expected base pay rates for the role will be between $68,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. New Jersey Salary range for the position: $68,000 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

We're Hiring: Associate Attorneys | Parsippany, NJ Weiner Law Group LLP is growing, and we're looking to add talented attorneys to our team. As a well-respected mid-sized general practice law firm with our headquarters in Parsippany and offices in Hoboken, Bayonne, and Red Bank, New Jersey, we have built a reputation for excellence through exceptional client service, collaboration, and a commitment to delivering innovative legal solutions. We are currently seeking Associate Attorneys (3–5+ years of experience) in the following practice areas: • Litigation, • Land Use, • Labor & Public Sector The ideal candidate will have: • 3–5+ years of relevant legal experience, • Strong legal research, writing, and analytical skills, • Experience representing public and/or private sector clients, • The ability to attend court appearances and public hearings, • Excellent organizational, communication, and interpersonal skills, • The ability to work both independently and collaboratively in a team environment At Weiner Law Group LLP, we offer a collegial and supportive work environment along with a competitive compensation and benefits package, including a generous 401(k) employer match. If you're looking to grow your career with a well-established New Jersey law firm, we'd love to hear from you. Please submit your resume, writing sample, and salary requirements to: Sarah Clark Director of Human Resources Weiner Law Group LLP 629 Parsippany Road Parsippany, NJ 07054 Email: sclark@weiner.law Weiner Law Group LLP is an Equal Opportunity Employer. Qualified minorities, women, veterans, and individuals with disabilities are encouraged to apply. Weiner Law Group LLP does not accept unsolicited resumes or CVs from external recruiters. Submission of unsolicited candidate materials will not establish any right of priority or placement fee obligation.Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities Qualifications

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Summit, NJ Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue Summit, NJ 07901 Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. • For more information, please visit simplicitygroup.com.

Manager, Payroll Accounting • $100B AUM Investment Manager, • $140,000 Base Salary + 20-25% Bonus, • Midtown NYC, Hybrid (3 days onsite), • Very financially strong Firm. Excellent Cash to Debt, strong Gross Profit and Net Income. Publicly traded., • Open to two different backgrounds: 1) Manager: Must have true Payroll Accounting background. Or 2) Associate: Must have an Accounting background (private or public) and interested in learning Payroll/Comp Accounting., • Based on my experience, the Payroll volume is low. Position Overview A premier global organization is seeking a Manager of Payroll Accounting to oversee, refine, and drive the administration of the firm’s international compensation and payroll operations. Reporting within the accounting function, this leader will serve as the primary subject matter authority for multi-jurisdictional payroll execution, general ledger compensation accounting, and internal control frameworks. The ideal candidate brings deep technical proficiency in multi-currency payroll administration, robust accounting skills, and a track record of process optimization within complex, international operating environments. This role works in close coordination with HR, Finance, external software vendors, and independent auditors to ensure precise financial reporting, regulatory adherence, and operational excellence across global territories. Core Responsibilities • Global Payroll Operations: Oversee end-to-end administration of multi-region payroll processing to guarantee full accuracy, strict compliance with regional labor/tax mandates, and timely execution., • International Provider Oversight: Direct external payroll service bureaus and software partners across key international hubs (including Western Europe, the Middle East, Asia-Pacific, and standard offshore jurisdictions) to manage service levels and system integrations., • General Ledger & Accounting: Formulate and record all compensation-related journal entries, maintain supporting schedule analyses, and execute month-end account reconciliations in partnership with Corporate Finance., • Incentive & Equity Administration: Lead the execution and financial recording of complex compensation structures, including annual bonus distributions, off-cycle adjustments, and long-term incentive programs., • Financial Planning & Analysis Support: Build detailed variance analyses, operational budgets, and rolling forecasts for total reward expenditures and global head-count costs., • Audit & Compliance Management: Serve as the primary operational contact for internal and external audit procedures; ensure robust documentation, internal controls, and strict compliance with global, national, and local statutory payroll standards., • System Optimization & Project Leadership: Identify process bottlenecks, drive continuous improvement initiatives, and champion system enhancements or migrations for the global payroll and compensation technology stack., • Stakeholder Support & Ad-Hoc Initiatives: Act as an escalation point for complex employee pay inquiries and partner with HR leadership on specialized organizational projects. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).