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Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field preferred Minimum Requirements: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Strong team player who thrives in a collaborative and learning-oriented culture Preferred Qualifications: • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

SSI (U.S.) Inc. d/b/a Spencer Stuart Spencer Stuart is an equal opportunity and affirmative action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Location: New York Full/Part Time: Full time Req ID: R4690 The Role The Business Development Analyst, Private Equity (PE) will serve as a critical strategic resource within Spencer Stuart's Private Equity Practice, supporting the firm's growing advisory portfolio and enabling high-quality, responsive business development and client engagement efforts. This individual will partner closely with PE Consultants, and the Leadership Advisory Services (LAS) Client Development team (CDT) to design bespoke client proposals, develop compelling presentation materials, and strengthen the firm's overall go-to-market execution within the PE advisory space. The Business Development Analyst will bring consulting acumen, strong analytical capability, robust learning agility, and exceptional communication skills to ensure that clients receive timely, best-in-class proposals and materials. By assuming ownership of proposal development, pitch support, and content customization, this role will meaningfully enhance responsiveness to clients allowing leaders to focus on client delivery, relationship building, and strategic account management. In addition to driving proposal excellence, the Business Development Analyst will contribute to the development of the PE knowledge ecosystem, product output design, and consistent client delivery. This includes building and maintaining a robust library of off-the-shelf materials, anonymized client decks, sample reports, use-case-specific starter kits, pricing examples, and curated insights in collaboration with practice leadership. Moreover, the Business Development Analyst can expect to join client conversations and inbounds to help translate client needs into action, and ensure consistent delivery standards in our methodology, framing, and output. The role will also assist in broader research and business development initiatives, enabling the practice to deliver more data-driven insights and scale its thought leadership. KEY RELATIONSHIPS Reports to: Practice Manager, Strategy and Operations, PE Practice Leadership Partners closely with: Consultants, Leadership Advisory Services Other key relationships: Global Private Equity Practice Analysts, Associates, and Consultants POSITION LOCATION • New York City KEY RESPONSIBILITIES • Strategic Business Development & Proposal Crafting, • Lead the development of bespoke, advisory and multi-solution proposals for Private Equity engagements, ensuring materials reflect client-specific context, integrate relevant Leadership Advisory methodologies, and demonstrate clear strategic framing., • Participate in select client calls and early-stage discussions to gain a firsthand understanding of client needs, enabling the rapid assembly of tailored, high-impact proposals in collaboration with PE advisory consultants., • Serve as an engine for shaping new multi-solution engagement models (e.g., assessment partnerships, succession programs, performance acceleration initiatives) by synthesizing client needs with Spencer Stuart's tools and capabilities., • Client Support & Opportunity Identification, • Partner with PE Consultants to identify emerging business development opportunities across key funds, portfolio companies, and multi-solution pursuit areas., • Conduct targeted research, deal monitoring, and competitive benchmarking to surface trends, signals of advisory need, and opportunities for cross-solution expansion., • Act as consistent project management and client enablement support for high touch advisory partnerships., • Team Coordination & Connectivity, • Act as a central coordination point across the Office of PE, LAS CDT, the Solutions Hub, and industry practices to ensure transparent communication and alignment in advisory pursuits., • Translate consultant needs into actionable workstreams, ensuring timely and accurate delivery of pitch materials, research requests, draft responses, and follow-up items., • Development of Strategic Materials & Client Communications, • Build persuasive, story-driven PowerPoint deliverables that clearly articulate complex ideas, advisory methodologies, and value propositions in a visually compelling manner., • Produce a variety of strategic materials, including one-pagers, client-ready briefing documents, pricing guidance, and multi-stage pursuit trackers, customized for each client situation., • Ensure brand consistency, precision, and adherence to PE positioning across all materials., • Knowledge Management & Content Infrastructure, • Establish and maintain a robust knowledge library for the PE advisory business, including anonymized client decks, starter kits for major use cases (e.g., Performance Acceleration, Exit Readiness), case studies, pricing examples, and proposal templates., • Standardize deliverables for recurring advisory offerings, such as Pre-Deal Assessments, working closely with the Solutions Hub to define best-practice content, structure, and methodologies., • Create and disseminate a business development "playbook" documenting best practices, templates, and tools to enable consistent execution across the PE practice., • Performance Tracking & Operational Excellence, • Build, update, and deliver quarterly reporting and dashboards that track business development activity, proposal outcomes, win/loss learning, and other key performance metrics., • Contribute to the ongoing enhancement of the PE advisory GTM system-including refining templates, strengthening workflows, and identifying opportunities for technology or process improvements., • Project Management & Execution Support, • Provide project management support for routine and complex advisory pursuits, ensuring timely delivery of materials, alignment across stakeholders, and consistent momentum in multi-stage engagements., • Coordinate closely with Associates, Analysts, and Strategy & Operations to gather necessary data, assemble deliverables, and manage workstreams that underpin client pitches and broader business development efforts. IDEAL EXPERIENCE Successful candidates will be self-directed, intellectually agile, and able to proactively anticipate and address the complex business development needs of the Private Equity practice. They must thrive in a fast-paced, quick-turn environment, bringing strong commercial intuition and the ability to translate nuanced client contexts into high-quality, bespoke proposals and strategic materials. In addition, they must collaborate effectively across the Private Equity practice, Leadership Advisory Services Team, and our Client Development Team to shape multi-solution pursuit strategies, strengthen client relationships, and support new commercial opportunities. They will remain composed under pressure, navigate shifting priorities with ease, and demonstrate exceptional multitasking abilities, a strong ownership mindset, and a results-oriented approach to driving advisory growth. Specific experience should include: • 1-2 years of professional services experience, ideally within Human Capital., • Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred., • Demonstrated ability to craft bespoke, impactful proposals and collaborating with senior stakeholders in doing so., • Strong project management and operational ability with exemplary detail-orientation., • Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics., • Balance of action-orientation, efficiency, and commitment to quality., • Excellent communication skills and credibility with senior executives and colleagues., • In possession of permanent U.S. work authorization. The base compensation range for this position is $80-90k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: • Retirement savings plan with discretionary profit sharing contribution and employer match;, • PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;, • Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;, • Life Insurance, and short-term and long-term disability insurance;, • Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and, • Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Compensation and benefits are commensurate with other high-end professional services firms. CRITICAL CAPABILITIES FOR SUCCESS Project Management Plan, manage, and drive your own efforts in support of new business development and search assignment support as measured by timely completion of project tasks and feedback from project team members. Manage multiple projects with competing deadlines, work with individuals who have differing styles, and manage challenging expectations. • Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors., • Take ownership of the project by doing what is needed at all phases of the research process. Anticipate the next steps and act independently with minimal direction., • Regularly reassess priorities to allocate resources effectively and proactively adjust your workload to provide additional support to the assignment team as needed., • Deliver commitments on time or notify relevant parties promptly if issues arise or deadlines are at risk of being missed. Problem Solving Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives. • Listen and ask insightful questions., • Leverage knowledge of an industry, function, or sector and relevant resources to gather information., • Subject researched facts to extensive analysis and interpretation before drawing conclusions., • Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information., • Make decisions rapidly, despite the complexity of the issues or pressures involved., • Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases. Impact and Effectiveness Contribute to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate, and peer feedback while working with individuals who have differing styles. • Listen and ask questions to clarify understanding and demonstrate knowledge., • Place team goals ahead of individual goals., • Consider the needs of colleagues and adapt their own communication style accordingly., • Clearly establish expectations and clarify tasks to optimize time and resources., • Willingly assist beyond your assigned responsibilities when necessary., • Raise issues early and to find solutions collaboratively., • Remain poised when under pressure or managing unexpected challenges., • Proactively share beneficial information while maintaining discretion. Industry and Functional Knowledge Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to find the most relevant information, effectively use the available Firm resources, develop, and share industry/functional knowledge. • Identify executive movements in the market and update Quest (ideally in real time) and colleagues., • Have a genuine interest and curiosity about relevant people and businesses; actively build personal awareness and team knowledge around the marketplace and the ecosystem of critical influencers and key agents., • Understand how to identify and navigate the various relevant resources available (Quest, Capital IQ, Pitchbook, BoardEx, LinkedIn, etc.) as well as key people, leveraging both internal and external content and networks to drive distinct and unique insights and outcomes. Development Self and Others Develop self and others; seek and provide feedback, modify own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing their skills and capabilities. • Seek and be open to feedback from colleagues, place value on self-development efforts and opportunities for growth., • Exhibit self-awareness and be willing to adjust your behavior for the benefit of the team. Firm Values Champion the Firm's values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role. • Embrace diverse opinions and encourage teamwork., • Promote inclusivity by bringing cultural awareness and sensitivity to every interaction with colleagues., • Participate and contribute to internal activities; engage with office and practice., • Represent Spencer Stuart well by speaking positively about the Firm and aligning your behavior with the Firm's values., • Conduct yourself in a manner that is consistent with the Firm's values. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law. Please see job description PI284137044 Job distributed by _.

Title: Compliance Analyst / Compliance Associate Firm: Global Private Equity Firm ($75B+) Location: New York, NY or San Francisco, CA Compensation Range: $110,000 – $150,000 base salary (dependent on experience) plus generous year end bonus and 100% benefits Job Overview: A leading global private equity firm is seeking a Compliance Analyst or Associate to support its Private Equity Compliance program. This is a highly visible and impactful role focused on identifying, managing, and mitigating compliance risk while fostering a business-oriented compliance culture. The position offers meaningful exposure to regulatory matters, internal stakeholders, and senior compliance leadership in a fast-paced investment environment. Highlights: • High-impact role within a global private equity platform, • Exposure to SEC filings, examinations, and marketing rule compliance, • Collaborative, business-focused compliance environment, • Opportunity to work closely with investor relations and marketing teams, • Competitive compensation and strong benefits Key Responsibilities: • Conduct internal compliance testing to assess policy effectiveness and regulatory adherence, • Coordinate with external compliance consultants on periodic reviews and examinations, • Support preparation and filing of regulatory filings (e.g., Form ADV, 13F, PF, CFTC filings), • Assist with proxy voting oversight, • Review marketing materials and social media content for compliance with SEC Marketing Rule, • Support SEC examinations and regulatory inquiries, including document collection and response drafting, • Research regulatory developments impacting private fund advisers, • Assist with ad hoc compliance initiatives and projects Qualifications: • Bachelor’s degree required, • 3–5 years of compliance or related experience at an RIA or broker-dealer preferred, • Working knowledge of compliance testing and SEC regulatory requirements, • Familiarity with SEC Rule 206(4)-7 and SEC/FINRA marketing rules strongly preferred, • Strong organizational, analytical, and communication skills, • Ability to manage priorities in a fast-paced, dynamic environment, • Strong interpersonal skills and ability to work independently or as part of a team

Senior Analyst - Long/Short Equity (Single Manager style) Sector coverage: Business & Information Services New York (5 days pw in office) Our client, a major hedge fund managing tens of billions in AUM, seeks a mid-career L/S Equity Analyst covering Business Services, IT/Information Services, and adjacencies (e.g. FinTech, Exchanges, Payment Providers, and other non-balance-sheet Financials). You will be joining a multibillion fundamental equities division, which invests Single Manager L/S style. This is a rare opportunity to do long duration, high conviction, deep-dive investment with an experienced team of Tier 1 pedigree. About you • Proven specialism in Business Services or Information Services Equities (potentially within a broader TMT/Industrials/Financials/FinTech coverage)., • We will prioritise candidates currently working in L/S Equity, but other buyside profiles will be considered (Long Only, Private Equity), especially where deep fundamental analysis skills are evident., • Sellside Equity Research candidates will be considered if they have covered the space in depth for at least 4 years on a high-performing Tier 1 team and have prepared thoroughly for L/S interview processes., • Strong critical thinking and deep analytical skills are vital, as well as a capacity to independently generate investment ideas. Package • Compensation is primarily loaded on to the annual performance-related component, and will be highly competitive., • Base salary ranging from 180,000 to 260,000 USD dependent on experience., • Market leading health, pension, and lifestyle benefits included., • Relocation costs covered within the United States.

Fast growing, prominent Private Equity Firm seeks a Business Strategy Associate to develop, execute, and manage business priorities and growth initiatives. This is a high-exposure role with exponential opportunities for internal growth and advancement. Responsibilities include: • Day to day management of firm-wide goals and growth targets, • Preparation of financial forecasts for various investment vehicles, including integrating long-term financial models for each fund’s portfolio companies, • Evaluating and implementing strategic growth initiatives, • Provide insights on competitive intelligence, coverage models, and technology implementation, • Risk assessments and scenario analysis to evaluate potential downside risks, market changes, and operational impacts on fund's performance, • Support senior team members in analyzing how monetization opportunities (e.g., recapitalizations, asset sales, exits, IPOs) for portfolio companies will impact fund performance and risk Qualified candidates should have 3-6 years of experience in an investment banking or PE analyst/associate position This role is 4 days per week in-office in either midtown Manhattan or Northern NJ. Must have some flexibility to work in either office when necessary Salary up to 150,000-185,000 base DOE plus bonus and benefits

FIRM OVERVIEW J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for almost four decades. JGC’s investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets, and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate, and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded, and absolute integrity is required. POSITION OVERVIEW We are seeking an Analyst to join our team, focusing on Internet & Emerging Technology Equities. The successful candidate will engage in detailed research and analysis of companies, contributing significantly to idea generation. The ideal candidate should have 1-2 years of relevant experience in financial services, preferably within the technology sector. We welcome applicants from the buy-side and sell-side, including hedge funds, private equity and venture capital, with a strong passion for equity markets. As an Analyst, you will report directly to a Portfolio Manager, a partner with over 20 years of experience at our Firm. From day one, you will assume a substantial role in the research and investment processes, handling a range of responsibilities while gaining meaningful exposure to durable and proven alpha generative investment processes. This role represents an excellent chance to develop and advance as an investor within our supportive and dynamic environment. JGC is committed to internal promotion, offering Analysts substantial growth opportunities in both responsibility and compensation. RESPONSIBILITIES • Conduct company and industry fundamental research to develop a deep understanding of key business and industry drivers within the coverage universe and other related/adjacent industries., • Interact and maintain positive relationships with company management and other industry participants while growing a meaningful network of business contacts globally., • Clearly and effectively communicate and articulate actionable Equity ideas to colleagues, including Portfolio Managers, Analysts, and Traders., • Create, maintain, and update company financial models., • Explore and stay informed of emerging trends/initiatives/companies which are or that may become important innovators., • Attend roadshows, meetings, conferences, and other company or industry events as required. DESIRED SKILLS AND EXPERIENCE Qualifications: The ideal candidate will have: • Bachelors’ degree required complemented by a strong academic record (3.75+ GPA preferred) from a competitive institution/program including successful coursework in Accounting & Finance., • Minimum 1+ years of experience conducting investment research or financial analysis – preference for buy-side, sell-side, or venture capital experience., • Demonstrated passion for Equity markets, investing, and analyzing companies., • Experience shorting stocks is preferred., • Strong interest in AI, Robotics, Semiconductors, and broader emerging technologies., • Professional experience building financial models combined with strong forensic accounting knowledge., • Professional or educational experience working with data; programming experience is a plus. Competencies: To perform the job successfully, an individual should excel in the following areas: • Research / Problem Solving- the individual displays strong technical, organizational, and problem-solving abilities. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, asks intelligent questions, and maintains confidentiality., • Quality control- the individual consistently demonstrates accuracy, thoroughness, monitors work to ensure quality, and possesses a strong attention to detail., • Drive- the individual possesses a competitive and self-motivated mindset as well as a natural drive for results, reflecting an ownership mentality., • Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance., • Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates, and partners with others at the firm. The individual possesses the highest standards of integrity, honesty, and mutual consideration., • Planning/organizing- the individual possesses impressive organizational skills, prioritizes, and uses time efficiently., • Written communication- the individual demonstrates superior writing/drafting skills, presents information clearly and concisely, and can read and interpret written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City’s Pay Transparency Law, the currently anticipated base salary range for this role is $125,000 – $175,000 which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual’s experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran’s status, sexual orientation, or any other protected factor.

Family Office Investment Analyst New York, NY Hybrid model: 3 days in office, 2 days work from home This is an unparalleled opportunity to join the investment arm of an elite FinTech-focused family office. The Investment Analyst will focus on new investment analysis, portfolio monitoring across direct, fund and public positions, and development of an AI-native reporting and analytics infrastructure. The family office invests in venture and growth-stage FinTech companies alongside top institutional co-investors, and benefits from one of the most valuable proprietary FinTech datasets in the industry — accumulated across 20+ years of exclusive focus on the sector. In this role, you will work side-by-side with the Managing Partner and senior leadership. What are the unique opportunities of this role? The Investment Analyst will gain deep exposure to private and public FinTech and AI investing, portfolio construction, and the application of AI and automation to investment workflows. You will see investment opportunities at every stage — from early-stage venture to growth equity to public markets — and will operate in a small, high-trust team with direct access to the Managing Partner. The AI, analytics, and automation component of this role is equally weighted to investment analysis, giving the right candidate a rare opportunity to combine investing with hands-on technical building. • Conduct business, market, and financial diligence on new FinTech investment opportunities; build bottoms-up models, returns analyses, and investment memos, • Monitor and report on the full Roofdeck portfolio — direct investments, fund LP positions (TVPI, DPI, IRR, NAV), and public market holdings, • Maintain and manage the proprietary deal pipeline and portfolio tracking systems; develop key analyses using the data, • Design and build automated reporting pipelines and interactive dashboards using Claude, Claude Code, Python, and similar AI-native tooling, • Implement agentic AI workflows (e.g., MCP servers, Claude Code hooks) to automate research, diligence, and synthesis tasks, • Utilize portfolio and transaction data to generate proprietary market signals and surface new client opportunities for the Investment Banking team, • Develop subject matter expertise across FinTech sectors — payments, lending, wealth, capital markets technology, insurtech, and crypto Qualifications • The start date for this position is immediate, • 1 – 3 years experience in investment banking, venture/growth equity, or a data/analytics role with meaningful financial modeling exposure, • Demonstrated, hands-on proficiency with AI coding tools — Claude Code, GitHub Copilot, Cursor, or equivalent; must be able to show prior work, • Strong Python skills for data analysis, modeling automation, and workflow scripting (pandas, NumPy, SQL, Jupyter), • All degrees considered; Finance, Computer Science, Economics, or a quantitative discipline preferred, • Strong interest in finance, FinTech, and applying AI / automation to investment workflows, • Exceptional writing and verbal communication skills, • Strong work ethic and a drive for excellence, • Team player, self-motivated, and entrepreneurial, • Strong project management and research skills, • High attention to detail, • U.S. work authorization required. Firm will not sponsor applicants for work visas at application or in the future. Family Office Highlights • Managing Partner known as one of the top thought leaders and investors in FinTech / AI, • Direct access to one of the most valuable proprietary FinTech datasets in the industry, built over 20+ years, • Investing alongside top-tier institutional co-investors across venture, growth, and public markets, • Access to world-class executives at high-growth companies, • Dominant footprint in one of the largest sectors: financial technology, • Excellent career path, strong and competitive compensation, • Close-knit, high impact team, • Rapidly evolving roles and responsibilities Base Salary: $110,000-$120,000 + bonus

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

The Venture Fellow Program provides hands-on venture capital experience through deal sourcing, due diligence, and investment evaluation. Fellows gain exposure to how real venture funds operate while contributing to live deal flow and portfolio support. 1752vc's investment arm backs early-stage companies in Al B2B SaaS, Enterprise, Fintech, Frontier, Healthcare, and PropTech, investing $100K per company through a structured three-month program. About the Role The program is designed for: • Professionals aiming to build or advance a career in venture capital or private equity at the Analyst, Associate, Principal, or Partner level, • Emerging fund managers establishing or scaling their first funds, • Angels and family offices seeking to strengthen or formalize their investment approach, • Individuals planning to join or launch corporate venture funds, accelerators, or startup studios, • Industry experts or experienced operators exploring a transition into venture or growth investing Location The program operates virtually, with select optional in-person opportunities in Los Angeles. Compensation This is not a traditional salaried role; however, compensation is available and tied to performance, with the potential for participants to share in the fund's upside. Equal Opportunity 1752vc is committed to fostering diversity, equity, and inclusion across all programs.

A privately held, multi-generational family office based in New York City is seeking a driven and technologically fluent investment operations professional to support the operational infrastructure, reporting, and data integrity of the family’s investment portfolio. The family office oversees a diverse portfolio of private investment partnerships, public market securities, trusts, and personal entities. It serves as the centralized platform for coordinating investment, financial, tax, estate, and administrative matters on behalf of the family. The organization is intentionally lean and highly collaborative, with a focus on building institutional-quality infrastructure while maintaining a high-touch, service-oriented approach. This role will play a critical part in strengthening the investment operations function, initially through systems implementation and process design, and over time through ongoing oversight of investment accounting, performance reporting, and data governance. Position Overview The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment vehicles. In the near term, this role will partner closely with the Chief Executive Officer and key internal stakeholders to implement core systems, establish workflows, and enhance the integrity of the family office’s investment data environment. Over time, the role will transition into ongoing ownership of investment accounting, performance reporting, and data governance processes — with a mandate to continuously modernize how those functions are performed. The ideal candidate is a detail-oriented, systems-minded, and tech-forward investment operations professional with 4–6 years of experience. They have a strong foundation in alternative investments, a proactive approach to process improvement, and an interest in leveraging modern technology, including AI, to solve operational challenges. Success in this role requires sound judgment, intellectual curiosity, and the ability to operate with discretion in a high-trust family office environment. Key Responsibilities Investment Accounting & Performance Reporting • Oversee the accuracy and completeness of investment data across the portfolio, including capital calls, distributions, valuations, fees, and other transaction activity, • Review and validate monthly and quarterly performance reporting within the family office’s reporting and aggregation platforms, • Prepare and respond to ad hoc reporting and data requests from internal stakeholders, including investment and finance teams, • Proactively identify and present enhanced reporting options and data visualizations to internal stakeholders Data Governance & Integrity • Serve as the primary steward of investment data across systems, including portfolio accounting platforms and data warehouse environments, • Identify and proactively resolve data discrepancies, outages, and variances across systems, • Champion data hygiene and accessibility standards that enable AI and analytics tools to function effectively across the organization Systems Implementation & Process Design • Partner with the Chief Executive Officer to implement and optimize core investment systems and reporting infrastructure, • Lead workflow design and process development to support scalable and efficient investment operations, • Identify opportunities to reduce manual effort through automation and AI-assisted workflows, • Support ongoing system enhancements and integration efforts as the family office evolves Investment Operations & External Coordination • Oversee execution of capital calls, subscriptions, redemptions, and distribution processes across alternative investments, • Coordinate onboarding of new investments in partnership with investment and legal teams, including setup within internal systems, • Maintain relationships with external stakeholders, including fund managers, custodians, administrators, and data providers Family Office Integration • Collaborate closely with accounting, tax, and finance teams to ensure alignment across reporting, liquidity planning, and entity-level activity, • Monitor client-level cash positions across multiple entities and accounts and track all inflows, outflows and liquidity needs to support investment and operating activities, • Assist in forecasting short- and medium-term cash requirements and identify and escalate potential liquidity gaps or timing mismatches Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business Administration, or related field required, • 4–6 years of relevant experience within investment operations, fund administration, or financial services, • Demonstrated experience supporting alternative investments, including private equity, hedge funds, and other limited partnership structures, • Experience within a family office, multi-family office, RIA, or fund administrator environment preferred, • Demonstrated experience navigating complex, multi-entity investment structures, including partnerships, trusts, and interrelated entities, • Experience with investment reporting and portfolio systems such as Addepar, Masttro, Arch, Canoe, Black Diamond, or similar, • Fluency in data and analytics and comfort working with data and reporting tools such as Advanced Excel, Power BI, or Tableau, • Demonstrated proficiency with AI tools in a professional or academic setting — examples of use cases a strong plus (Microsoft Copilot, ChatGPT, Claude, Gemini, or similar), • Prior experience supporting systems implementation and process improvement initiatives, • Strong organizational and project management skills with the ability to manage multiple competing priorities, • Genuine interest and enthusiasm for identifying how AI and technology improvements can create value not just in operations, but across the entire family office Key Success Metrics • Accurate and timely investment performance reporting across all asset classes, • Consistency and integrity of investment data across systems and reporting outputs, • Successful implementation and optimization of core investment systems and workflows, • Measurable reduction in manual processes through technology and automation initiatives, • Effective adoption of AI and modern tools — both within investment operations and across the organization, • Effective coordination across internal teams and external partners Culture Fit This role requires a high degree of discretion, accountability, and attention to detail. The ideal candidate is intellectually curious, highly organized, and motivated by building systems and processes that support long-term decision-making. Beyond technical skills, the family office is specifically looking for someone who is energized by technology — not just comfortable with existing tools, but genuinely excited to explore, evaluate, and implement new ones. Success in this environment requires comfort operating in a lean, collaborative team where individuals are expected to take ownership, operate with sound judgment, and contribute across functions. A service-oriented mindset and the ability to navigate complex, multi-entity structures with professionalism and care are essential. Compensation: $150,000 – 175,000 per year, dependent on experience, plus comprehensive benefits Job Type: Hybrid (expected on average 3 days per week in-person); office located in New York City

About Cohen & Company Capital Markets: Cohen & Company Capital Markets ("CCM") was established in 2021 with a firm commitment to providing expertise to clients navigating challenging markets and complex transactions. We have emerged as one of the fastest-growing boutique investment banks on Wall Street. Our team was founded on the belief that traditional bulge-bracket banks and elite boutiques lacked coverage for emerging products and industries. As we drive this mission forward, our team members will play a crucial role in our continued success. We advise leading and emerging companies across sectors to address strategic and financial opportunities. We leverage a strong reputation, a broad network and superior execution to serve our clients’ interests first and always. We are looking for an outstanding investment banking analyst to join our growing team in New York City. Our bankers at all levels must be prepared to lead transactions and drive our continued impressive growth as we disrupt the landscape of Investment Banking. Compensation will be commensurate with comparable top elite boutique investment banking franchises. Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise. The CCM team benefits from significant transaction experience and domain expertise. The firm has established a record of accomplishment by executing complex and transformational transactions across Digital Assets, Technology, Cyber, Autotech, LifeSciences, Consumer and other emerging, high-growth verticals. CCM offers a full suite of services including strategic advisory, capital markets advisory, SPAC advisory and merchant banking. CCM has quickly experienced significant success, with over 180 announced and closed transactions since its founding in 2021. More details: https://www.cohencm.com/transactions About Cohen & Company, LLC: Cohen & Company (parent company of CCM) is a financial services business specializing in capital markets, asset management and principal investing. Job Description: CCM is actively recruiting an Analyst to join our investment banking team. The role will be based out of our New York office. The candidate will have the opportunity to work directly with a close-knit team of seasoned professionals and be a key player in the execution of investment banking related transactions across the capital structure including IPOs, Follow-Ons, Private Placements, and SPAC related capital raise transactions. Our Analysts assume significant responsibility and are included in all aspects of a transaction from origination to closing. They work on small deal teams, get immediate and direct exposure to senior bankers and client senior executives, and are responsible for the day-to-day execution tasks of each transaction. The work is fast-paced and requires the ability to work under pressure and manage tight deadlines. CCM offers Analysts the chance to get exposure to high-profile transactions, advance more rapidly and take on more responsibility than at traditional bulge-bracket firms. This is a unique opportunity to help build a rapidly growing investment banking team. Key Responsibilities: Analysis of companies, transaction structures, deal activity, and corporate filings Process management including buyer / investor interaction due diligence request tracking Company valuation, and financial performance analysis Model and / or manage the modeling of complex transaction scenarios Data analysis using mathematical models and statistical techniques General research and presentation of findings Creation of materials for Board meetings, client presentations and due diligence support materials Create industry specific valuation analyses such as public comps and precedent transactions Requirements: Relevant experience in Investment Banking; M&A, private placements and / or equity capital markets Additionally, candidates with specific product experience in equity capital markets, private capital raises, or M&A advisory would be a strong fit for our growing franchise Undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts with preference for strong academic record Strong work ethic, self-motivated and entrepreneurial Excellent problem solving and analytic ability with strong quantitative / technical skills and attention to detail Strong knowledge of Excel, PowerPoint, and other industry resources such FactSet and Pitchbook Exceptional writing and verbal communication skills Maturity, presence, and poise to take on client-facing responsibilities Series 63, 79, and SIE licenses required at time of hiring or shortly thereafter US work authorization Why Cohen & Company Capital Markets: Strong senior bankers from bulge-bracket firms with long track record of successful deals Premium deal flow with significant exposure to high-profile transactions. Majority of work will be executing in leadership roles in meaningful transactions Excellent career path with highly attractive elite boutique compensation and significant upside Access to world-class executives at high-growth companies Close-knit, rapidly growing team **Cohen and Company Capital Markets a division of Cohen & Company Securities, LLC / Member FINRA, SIPC an indirect subsidiary of Cohen & Company, Inc. (NYSE: COHN; “Cohen”)

Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio. This role partners with asset management, finance, with signifcant exposure to senior leadership. Key Responsibilities • Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance, • Assist with preparing the monthly financial reporting package, • Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations,, • Develop and analyze portfolio and asset-level KPIs, • Support quarterly and annual budgeting and forecasting processes at the fund and asset level, • Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities, • Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials Qualifications • Bachelor’s degree in Finance, Accounting, Real Estate, or related field, • 3+ years of experience in real estate private equity, real estate, asset management, or investment management, • Advanced Excel skills; experience with ARGUS, Power BI, or similar tools is a plus, • Detail-oriented with strong analytical, communication, and presentation skills

Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond, private credit and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Vice President or Principal will serve as a Senior Analyst on the Credit Research team and will partner with members of the Investment Committee (“IC”) in utilizing their research expertise and industry knowledge to provide buy, sell, or hold recommendations on loans and bonds. They will perform in-depth quantitative and qualitative analyses for their assigned industry sectors by analyzing macro-economic factors and industry trends to assign internal ratings and investment outlooks. The Vice President or Principal will work to ensure that their recommendations help Octagon generate strong risk-adjusted investment returns. We are looking for an individual who is curious, eager to learn, excited to contribute and take initiative, and will help add value to the team. The Vice President or Principal will take on an integral role in helping to manage and contribute to Octagon’s overall portfolio management responsibilities, strategies, and success. Essential Duties and Responsibilities: • Research, analyze, and evaluate credit investment opportunities for assigned industry sectors, • Prepare and present investment recommendations to Octagon’s Investment Committee, • Analyze industry sectors from a long-term and short-term perspective to improve internal ratings and outlooks, • Collaborate and manage relationships with various counterparties both internally and externally (i.e., management teams, investment banks, private equity sponsors, other lenders, and our investors), • Monitor an existing portfolio of predominantly leveraged loan investments through updating investment tracking models, news releases, earnings calls, sell-side research, company filings, and industry conferences, • Evaluate changes in the economic, legislative, or business environments for assigned industry sectors which are likely to have an impact on investment strategy, • Make relative value trade recommendations on existing investments, • Work with, train, and develop a dedicated junior investment professional, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Help answer questions pertaining to investment activity and follow up with solutions/process improvements, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • 5+ years of relevant and in-depth research experience with below investment grade credit and the loan/CLO markets, • 3+ years of primary industry coverage responsibilities, preferred, • CFA or MBA (or other related graduate-level business degree), preferred, • Comprehensive knowledge of credit and ability to overlay trading and fund management considerations into credit recommendations, • Strong leadership skills and ability to collaborate in team environment, • Keen process focus and demonstrated ability to institute best practices across team, • Demonstrated track record of deep credit work and corresponding recommendations supporting above-benchmark performance, • Highly motivated, proactive team player with a positive attitude, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Proven relationship and managerial skills, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Outstanding reputation of professional integrity and maturity Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Contact: Contact: careers@octagoncredit.com Attention: Lena Resnick, Head of Human Resources Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 We are seeking an analyst with a consulting or banking background to join our strategy team. This role is designed for high-performing pre-MBA talent who want to leverage their problem-solving and diligence experience in a dynamic, professional services setting closely aligned with the private equity and financial markets ecosystem. You will partner with senior stakeholders to evaluate strategic priorities, support firmwide transformation initiatives, and generate insights that drive competitive advantage. The work requires structured thinking, process rigor, and crisp executive communication, with a balance of strategic analysis and organizational execution. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 • Structure and solve complex business problems, drawing on consulting-style frameworks and analyses., • Support strategic diligence efforts on market opportunities, competitors, and potential growth areas tied to private equity and financial sponsor activity., • Create high-quality executive materials including presentations, page builds, and leadership write-ups., • Drive process management of strategic initiatives: track workstreams, manage follow-ups, and ensure delivery of key milestones., • Analyze industry and firm performance data to develop actionable insights and recommendations., • Partner with leadership to advance transformation and operational improvement efforts across the organization. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • Bachelor’s degree with 1–3 years’ experience in management consulting, investment banking, or a strategy-focused role within private equity or financial services., • Strong track record of structured problem-solving and strategic thinking., • Demonstrated excellence in executive communication, PowerPoint page-building, and presentation development., • Experience in diligence, transformation, or process management; ability to track initiatives across multiple stakeholders., • Familiarity with, or strong interest in, the private equity and finance landscape., • Consistently strong performance reviews and ability to excel in high-pressure, high-performance environments. 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗢𝗳𝗳𝗲𝗿 • Direct exposure to senior leadership and strategy decision-making., • Opportunity to apply consulting/banking skills in a setting at the intersection of professional services and private equity., • A collaborative, fast-paced environment with emphasis on structured problem-solving and execution., • Clear career development and potential for future growth within the strategy function.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field preferred Minimum Requirements: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Strong team player who thrives in a collaborative and learning-oriented culture Preferred Qualifications: • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

YipitData is the market-leading data and analytics firm.We analyze billions of data points every day to provide accurate, detailed insights across industries, including consumer brands, technology, software, and healthcare.Our insights team uses proprietary technology to identify, license, clean, an

Based in San Francisco, _ is a rapidly growing healthcare technology and clinical services company with a mission to ensure individuals receive the safest and most effective treatments for their unique and evolving healthcare needs. Frequently, medications cause more harm than good. Incorrect drugs and doses costs the US healthcare system over $528 billion in waste, avoidable harm, and hospitalizations each year. Arine is redefining what excellent healthcare looks like by solving these issues through our software platform (SaaS). We combine cutting edge data science, machine learning, AI, and deep clinical expertise to introduce a patient-centric view to medication management, and develop and deliver personalized care plans on a massive scale for patients and their care teams. Arine is committed to improving the lives and health of complex patients that have an outsized impact on healthcare costs and have traditionally been difficult to identify and address. These patients face numerous challenges including complicated prescribing issues across multiple medications and providers, medication challenges with many chronic diseases, and patient issues with access to care. Backed by leading healthcare investors and collaborating with top healthcare organizations and providers, we deliver recommendations and facilitate clinical interventions that lead to significant, measurable health improvements for patients and cost savings for customers. Why is Arine a Great Place to Work?: Outstanding Team and Culture - Our shared mission unites and motivates us to do our best work. We have a relentless passion and commitment to the innovation required to be the market leader in medication intelligence. Making a Proven Difference in Healthcare - We are saving patient lives, and enabling individuals to experience improved health outcomes, including significant reductions in hospitalizations and cost of care. Market Opportunity - Arine is backed by leading healthcare investors and was founded to tackle one of the largest healthcare problems today. Non-optimized medications therapies which cost the US 275,000 lives and $528 billion annually. Dramatic Growth - Arine is managing more than 18 million lives across prominent health plans after only 4 years in the market, and was ranked 236 on the 2024 Inc. 5000 list and was named the 5th fastest-growing company in the AI category. The Role: The Data Engineering Lead is a pivotal hybrid role within the Data Engineering team, combining hands-on development with leadership responsibilities. This individual will lead a squad of Data Engineers to deliver high-quality, high-velocity customer data pipelines while maintaining existing ones. The Data Engineering Lead owns end-to-end delivery including project management, data quality, and timelines and is accountable for both team output and their own individual contributions. This role requires consistently high standards in both coding and execution. What You'll be Doing: • Collaborate with the Implementation and Data Analyst team to review and own DE requirement write-ups, ensuring they fully address data needs discussed in implementation calls., • Communicate timelines for deliverables to unblock Data Engineers for ETL pipeline development., • Proactively flag risks to timelines or quality to stakeholders and project managers., • Lead backlog grooming for implementation-related tickets., • Ensure team cross-coverage: both the DE Lead and assigned Data Engineer should understand the full ETL flow, with at least two additional engineers familiar at a high level., • Conduct thorough peer reviews and DE UATs after initial UAT completion., • Design and maintain data transformation pipelines using dbt, including utilizing core concepts like macros, incremental models and dbt tests, • Work with QA and CSA teams to resolve post-UAT issues and update the DE UAT checklist., • Provide technical guidance and mentorship to junior engineers, and promote best practices and coding standards., • Identify and escalate inefficiencies within and across teams., • Support project management and provide leadership to peers as needed., • Author and support high-quality technical documentation, assisting junior engineers in doing the same., • Collaborate with the DE Manager to report on DE contractor performance issues. Who You Are and What You Bring: • 6+ years of experience working with Data, • Experience leading a team of up to 3 Engineers, • Experience creating an automated ETL process using Python and DBT SQL, • Hands on experience with modern data technologies and comfortable leveraging AI coding assistants to accelerate development, improve code quality, and enhance productivity., • Experience with data processing, validation, cleaning, and debugging data sets, • Experience with building production grade ETL pipelines using dbt (including macros, incremental and Python models and testing), • A demonstrable and deep understanding of healthcare /healthcare claims data, • Experience with processing large data sets (over 10 GB), • Excellent verbal and written communication skills Remote Work Requirements: • An established private work area that ensures information privacy, • A stable high-speed internet connection for remote work, • This role is remote, but you will be required to come to on-site meetings multiple times per year. This may be in the interview process, onboarding, and team meetings Perks: Joining Arine offers you a dynamic role and the opportunity to contribute to the company's growth and shape its future. You'll have unparalleled learning and growth prospects, collaborating closely with experienced Clinicians, Engineers, Software Architects, and Digital Health Entrepreneurs. The posted range represents the expected salary for this position and does not include any other potential components of the compensation package (including bonus and equity), benefits, and perks. Ultimately, the final pay decision will consider factors such as your experience, job level, location, and other relevant job-related criteria. The salary range for this position is: $150,000-170,000/year. Job Requirements: • Ability to pass a background check, • Must live in and be eligible to work in the United States Information Security Roles and Responsibilities: All staff at Arine are expected to be part of its Information Security Management Program and undergo periodic training on Information Security Awareness and HIPAA guidelines. Each user is responsible to maintain a secure working environment and follow all policies and procedures. Upon hire, each person is assigned and must complete trainings before access is granted for their specific role within Arine. Arine is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees are treated with fairness and respect. We do not discriminate on the basis of race, ethnicity, color, religion, gender, sexual orientation, age, disability, or any other legally protected status. Our hiring decisions and employment practices are based solely on qualifications, merit, and business needs. We encourage individuals from all backgrounds to apply and join us in our mission. Check our website at https://www.arine.io. This is a unique opportunity to join a growing start-up revolutionizing the healthcare industry! Job Offers: Arine uses the arine.io domain and email addresses for all official communications. If you received communication from any other domain, please consider it spam. Note to Recruitment Agencies: We appreciate your interest in finding talent for Arine, but please be advised that we do not accept unsolicited resumes from recruitment agencies. All resumes submitted to Arine without a prior written agreement in place will be considered property of Arine, and no fee will be paid in the event of a hire. Thank you for your understanding.

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Team: The AlphaSense Product Team is a dynamic group driving innovation in AI technology for today’s knowledge workers. As part of this team, you will work on cutting-edge products that empower our customers and shape the future of decision-making. The Expert Research Mission is focused on revolutionizing the way our customers conduct expert calls and consume the end call transcripts. You will empathize with our customers and identify highest priority pain points to investigate and define opportunities with clarity and conviction. You'll be part of our culture that thrives on creativity, customer satisfaction, and ongoing growth. About the Role: We are seeking a visionary and results-oriented Principal Product Manager to join our Expert Research team. This is a critical role focused on reshaping how we identify, attract, and retain the world's leading experts. You will own the core expert acquisition funnel and be responsible for building the largest, highest-quality database of primary information in the industry. With an AI-first mindset, you will partner with design, engineering, and operations teams, leveraging artificial intelligence and machine learning to solve complex data challenges, automate workflows, and dramatically improve the scale and quality of our expert network. This role is fundamental to advancing our shared mission to empower professionals with AI-driven market intelligence. Who You Are: • Strong Customer Orientation: You are obsessed with understanding user needs and pain points, using interviews, surveys, and usability testing to validate hypotheses and inspire innovation. Have direct experience as an Investment Banking Analyst or as one of our core buyside customers (Hedge Fund, Venture Capital, Private Equity, or Asset Management)., • Analytical & Data-Driven: You have an analytical mindset and can balance business goals with technical capabilities. You are comfortable with data analysis and can leverage tools like SQL to make informed decisions., • Clear Communicator: You can effectively communicate a product roadmap and priorities to cross-functional partners, gaining alignment and buy-in to drive high-impact projects., • Adaptable & Resilient: You can adjust and iterate quickly, proactively addressing challenges and mitigating risks to ensure project success in a fast-paced environment., • AI-First Mindset: You think in terms of systems, models, and data. You have hands-on experience leveraging AI, machine learning, and LLMs to solve complex data and workflow problems. You are passionate about staying on top of emerging AI tools and trends. What You’ll Do: • Champion the customer perspective: Shape and execute AI product strategies that directly address user needs and business goals., • Collaborate across teams: Work side-by-side with engineering, design, and product marketing to build, launch, and optimize innovative AI-first solutions tailored to our customers., • Identify opportunities: Analyze market trends, emerging AI models, and competitor moves to identify where we can leap ahead., • Execute and deliver: Lead the end-to-end product development lifecycle, from ideation and experimentation through to launch, post-launch analysis, and iteration., • Engage with customers: Gather feedback, run user sessions, and translate insights into actionable product enhancements. For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below. You may also be offered a performance-based bonus, equity, and a generous benefits program. Base Compensation Range $190,000 - $250,000 USD AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: • AlphaSense never asks candidates to pay for job applications, equipment, or training., • All official communications will come from an @_ email address., • If you’re unsure about a job posting or recruiter, verify it on our _. If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

THE OPPORTUNITY: Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSCO) since being acquired in December 2022, is seeking a top performing, self-motivated Senior FP&A Analyst with strong analytical and interpersonal skills to play a critical role as we continue to build a best-in-class finance function. This role will support strategic decision making and operational efficiencies through high quality financial reporting, forecasting, and analysis. Reporting to the Director of FP&A, the Senior FP&A Analyst will own key aspects of monthly financial and KPI reporting, assist in maintaining and continuously improving the company operating model, and serve as finance business partner to key organizational stakeholders. The ideal candidate is resourceful, detail oriented, and comfortable prioritizing multiple deliverables in a dynamic, fast-paced environment. With exposure to a wide array of areas across the business, you will acquire a robust toolkit of corporate finance skills to build relationships with business stakeholders and promote overall career growth. WHAT YOU’LL DO: • Co-lead the FP&A team’s coverage of sales, margin and inventory for a retail e-commerce business across multiple sales channels (including direct-to-consumer and marketplaces), • Support the monthly, quarterly and annual budgeting, re-forecasting, and long-range planning processes, including partnering with teams across the company to create dynamic, driver-based budgets and forecasts, • Drive preparation of Weekly Business Reviews to present financial results, sales & margin KPIs, and variances for key stakeholders, • Own daily and monthly sales and margin reporting and forecasting, • Collaborate with Performance Marketing and Merchandise Planning teams to forecast, track and analyze bottom-up levers for sales performance, • Leverage financial and operational data to build detailed reports, drive actionable strategic insights and support business decisions, • Prepare ad hoc analyses for key stakeholders to support thoughtful and data-driven decision making, • Partner with Accounting to ensure accurate reporting of financials related to sales, COGS, inventory and any additional variable expenses, • Think critically about finance processes to drive automation, efficiency, accuracy and other improvements both near-term and long-term WHAT WE’RE LOOKING FOR: • Bachelor’s degree with major in finance, accounting, or economics preferred, • 3-5 years of professional experience in FP&A, sales ops, investment banking, private equity, and/or management consulting, • Retail e-commerce and/or consumer product experience strongly preferred but not required, • Strong three-statement financial modeling and data manipulation skills, including building bottom-up analyses from scratch; expert in Microsoft Office (Excel, PowerPoint) and G Suite (Google Sheets, Google Slides), • Solid understanding of accounting principles and public company financial reporting requirements, • Experience with accounting / ERP systems such as NetSuite, QuickBooks, SAP, etc., • Data guru with prior experience with visualization tools such as Looker Studio and/or PowerBI strongly preferred, • An intellectually curious team player with a no-compromises approach to work quality, attention to detail, organization, and the ability to manage multiple priorities and projects in a fast-paced environment, • Self-motivated, detail-oriented, hands-on go-getter with the ability to build and overhaul processes, take initiative, work independently and proactively, multi-task, and remain flexible with changing priorities, • “I’ll find a way!” mindset where you can leverage your autonomy within your role to think outside the box, • Demonstrated ability to communicate and collaborate effectively across global teams by adapting to diverse cultural norms, respecting time zone differences, and leveraging digital collaboration tools to maintain alignment and productivity, • Skilled in building trust and fostering inclusive communication styles that support clarity, empathy, and shared goals in international work environments, • Ability and willingness to work on-site at our office in Tribeca on Mondays, Tuesdays, and Thursdays WHAT WE OFFER: The base pay for this position ranges from $115,000 - $130,000. This is an exempt position. Pay is based on a number of factors including job-related knowledge, skills, and experience. In addition to base compensation, Company offers employees the following benefits: • Incentive compensation plan (subject to company performance), • 401(k) + Matching (subject to plans), • Medical, dental, and vision, • Paid holidays, • Sick time, • Paid parental leave for new parents, • Paid prenatal leave, • FSA, • HSA available on high-deductible medical plans, • Commuter Benefits, • Voluntary Life Insurance, • Voluntary Short & Long Term Disability Insurance, • Monthly Press Pause Fridays Adore Me is proud to provide equal opportunity to all employees and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law.

About Cerberus Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at _. Job Purpose: Cerberus established our Residential Opportunities investment platform in 2008 to capitalize on opportunities to acquire distressed residential mortgage-backed securities following the Global Financial Crisis. Over the past decade, our Residential Opportunities platform has continued to build upon its expertise in residential debt and evolved to earn recognition as an innovator and market leader in securitizing performing residential real estate loans and investing in single-family rental real estate (SFRs). Our Residential Opportunities strategies seek to maximize absolute return through a combination of capital appreciation and current income, investing primarily in mortgages, loans, and real assets, and leveraging our proprietary asset management platforms to enhance performance and drive value. As an Analyst at Cerberus Operations and Advisory, you will help the team expand its analytic and modeling capabilities across all aspects of Cerberus’ Residential Real Estate strategy, from analyzing hard asset and capital markets transactions to supporting operational excellence. Using the team’s tailored data, you will be expected to create reports, model asset performance, and support research projects. You will partner with portfolio managers, data scientists, and leaders in our proprietary property management platform to build and execute investment and operational strategies that create value for clients. This role operates within a “start-up” environment within the Residential Opportunities platform, requiring comfort operating in a fast-moving, high-ambiguity environment where priorities shift and many problems will not have a predefined path to solution. Responsibilities: • Data Analysis Expertise: Analyze structured and unstructured data related to residential real estate, property management, and credit underwriting operations to uncover and display insights that inform investment decisions., • UI and Presentation Design: Create and support data visualizations via PowerPoint, Python, Tableau, PowerBI., • Strategic Problem Translation: Translate business scenarios and investment ideas into succinct data problems by identifying and analyzing key drivers. Seamlessly align business objectives with appropriate cost functions, demonstrating an acute understanding of available data nuances., • End-to-End Project Ownership: Manage the end-to-end delivery of success criteria, data, algorithms, statistical models, and reporting tools. You will be expected to engage from project inception and work with relevant parties to collect, analyze, and output analysis / models for broad consumption. Work collaboratively within cross-functional teams to ensure timely and high-quality deliverables. Your adeptness will ensure efficient problem-solving and the realization of desired outcomes., • Financial Acumen Development: Demonstrate a proactive approach to expanding knowledge in investing and real estate fundamentals, leveraging analytical skills to explore market trends and financial concepts., • IT Stack Optimization: Comfortable setting up and troubleshooting data connections (e.g., Snowflake, APIs, MCPs) and partnering with IT teams to onboard new tools and systems., • Team Synergy: Collaborate seamlessly with fellow team members, lending your skills to group projects and promoting a cohesive and productive team dynamic., • Flexibility and Initiative: Thrive in a high-ambiguity environment where many assignments will be loosely defined, requiring you to independently frame the problem, identify the right approach, and drive to a conclusion without waiting to be directed. Intellectual curiosity and the habit of proactively seeking out answers on your own are essential to success in this role. Interest in AI and exploration of new analytical tools is a strong plus. Qualifications: • 1-3 years of work experience with a degree in Engineering, Computer Science, Information Systems, Data Science, Mathematics, or a related quantitative field; candidates with a business, finance, or economics background and strong demonstrated technical skills are also encouraged to apply, • Experience with Python, SQL, Git, • Experience with Azure, Snowflake, PowerBI, Fabric a plus. Otherwise, can learn in the role, • Demonstrated ability to manipulate and summarize large datasets, • Highly motivated with excellent attention to detail and organizational skills, • Strong communication skills with the ability to present findings clearly to both technical and non-technical audiences, including senior leadership; comfortable translating ambiguous asks into structured analysis and working within a collaborative team environment The base salary for this position is expected to be between $115,000.00 and $140,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus [which is often a meaningful portion of the compensation package], and a robust benefits package.

Associate, Investments – 11North Partners New York, NY – Full Time About 11North Partners: 11North Partners is a performance-driven investment firm focused on real estate, private credit, and alternative asset strategies, focused on Retail Real Estate. We combine disciplined underwriting, data-driven portfolio management, and active operational oversight to deliver strong risk-adjusted returns for our investors. Our team values analytical rigor, accountability, and an entrepreneurial mindset, with investment decisions grounded in fundamental analysis, financial modeling, and ongoing portfolio monitoring. Overview: 11North Partners is seeking a highly motivated Investment Analyst to join our dynamic and entrepreneurial Investment team. This individual will play a critical role in supporting the sourcing, underwriting, and execution of real estate investment opportunities across multiple asset classes. The ideal candidate thrives in a fast-paced, performance-driven environment and demonstrates exceptional analytical rigor, intellectual curiosity, and a passion for investing. Key Responsibilities • Lead the financial underwriting and evaluation of acquisition and development opportunities, including construction and maintenance of detailed Argus Enterprise and Excel-based models incorporating DCF, IRR/equity multiple analysis, waterfall structures, debt sizing, and scenario-based sensitivity analyses., • Evaluate investment opportunities through comprehensive cash flow analysis, market research, and risk assessment to support investment committee decision-making., • Develop independent perspectives on market rents, tenant demand, absorption, operating assumptions, and valuation trends through direct engagement with brokers, owners, lenders, tenants, and other market participants., • Lead transaction due diligence efforts, including review of leases, operating statements, property-level financials, third-party reports, legal documentation, and tenant credit., • Coordinate transaction execution processes across legal, financing, accounting, operational, and third-party diligence teams to support efficient closings., • Prepare investment memoranda, underwriting summaries, and committee presentations that clearly articulate investment thesis, business plan execution strategy, key risks, and projected returns., • Assess capital structures and financing alternatives, including senior debt, mezzanine financing, preferred equity, and joint venture structures., • Track market dynamics, retail sector trends, comparable transaction activity, and capital markets conditions to sharpen investment judgment and sourcing initiatives., • Support acquisition sourcing efforts by maintaining active relationships with brokers, owners, lenders, and other industry participants., • Analyze property operating performance, including revenue trends, expense assumptions, capital expenditure requirements, lease rollover exposure, and tenant credit quality., • Assist in asset-level financing, refinancing, recapitalization, and disposition activities as needed., • Participate actively in investment committee discussions and collaborate closely with senior leadership on portfolio strategy and execution initiatives., • Position will offer increasing leadership responsibility over underwriting processes and junior team workflows as the investment platform grows. Qualifications • Bachelor’s degree in Finance, Real Estate, Economics, or related field required. Strong academic credentials are expected., • 3+ years of experience in real estate private equity, acquisitions, investment banking, commercial brokerage, or a related institutional investment environment with direct exposure to commercial real estate transactions., • Advanced financial modeling and underwriting skills required, including experience building complex, auditable acquisition and development models from scratch., • Proficiency in Argus Enterprise and Microsoft Excel required., • Strong understanding of commercial real estate valuation methodologies, capital structures, joint venture economics, and debt markets., • Direct experience underwriting retail, mixed-use, or commercial real estate investments strongly preferred., • Demonstrated ability to manage multiple live transactions and workstreams in a fast-paced, deadline-driven environment., • Strong commercial judgment, intellectual curiosity, attention to detail, and ownership mentality., • Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear and compelling investment recommendations., • High level of professionalism, integrity, and execution capability expected. Compensation • Base salary range of $150,000 to $175,000, commensurate with experience., • Total compensation includes a discretionary performance-based bonus., • Comprehensive benefits package including medical, dental, vision, and 401(k). Culture & Environment: At 11North Partners, we foster a collaborative, high-performance culture where every team member’s voice is valued. You’ll be working alongside a group of smart, driven, and supportive professionals who are passionate about investment strategy and long-term success. This is a high-intensity, high-reward opportunity for candidates who want to be surrounded by top talent and gain exposure to institutional-quality deals. We operate with a sense of urgency, intellectual rigor, and entrepreneurial energy — and expect the same from every team member. Benefits: • Competitive compensation package, • Annual target bonus, • Medical insurance, • Dental insurance, • Vision insurance, • 401(k) plan Employment Status Applicants must be legally authorized to work in the United States. At this time, 11North Partners is not able to sponsor visas or provide immigration support for this position. 11North Partners is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristics.

Senior Acquisitions Analyst | NYC Real Estate Development Our client is a rapidly growing NYC-based real estate development firm focused on acquiring, entitling, and developing high-quality residential and mixed-use projects across Manhattan and Brooklyn. We are looking for a sharp, detail-oriented Senior Acquisitions Analyst who lives and breathes financial modeling and understands how deals get financed from the ground up. This is not a generalist real estate role. We need someone who can build a development pro forma from scratch, structure a waterfall, underwrite a construction loan, and tell us whether a deal works before anyone else in the room figures it out. What You Will Do • Underwrite ground-up and conversion residential condo development opportunities in Manhattan and Brooklyn from acquisition through exit, • Build and manage sophisticated Excel-based financial models including development pro formas, joint venture equity structures, and waterfall and promote distribution models, • Evaluate and structure debt financing including construction loans, mezzanine financing, and preferred equity, • Analyze and model the impact of NYC tax abatement programs including 485-x and 467-m, • Work directly with lenders, debt funds, mortgage brokers, and capital markets professionals, • Assist in evaluating NYC zoning including FAR, height, use, bulk, and entitlement considerations, • Prepare investment memoranda and internal presentations for senior leadership, • Support due diligence including review of zoning analyses, budgets, leases, and legal documentation What We Are Looking For • 2+ years of experience in NYC real estate with a focus on residential condo development, debt, or capital markets, • A plus financial modeler who can build complex waterfalls and development pro formas without hand-holding, • Meaningful exposure to the debt side through a debt fund, mortgage brokerage, capital markets group, or lending platform, • Strong working knowledge of NYC zoning, capital stacks, and development economics, • Familiarity with 485-x, 467-m, and other NYC tax incentive programs, • Highly detail oriented, fast moving, and comfortable in a transaction-driven environment, • Based in NYC and available to work primarily in-office Ideal Background NYC-focused real estate developer, private equity real estate firm, debt fund, construction lender, or capital markets group. If you have sat on both the equity and debt side of a transaction and understand how the two interact, we want to talk to you. To formally apply If you've gotten this far ... and think you're the perfect fit --> send an email to Evan@the-greenegroup.com with the SUBJECT of the email your favorite BAR in New York City...

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. HR&A is building a new Tech & Society Studio, with a mission to help communities build and use technology to solve problems made worse by technology. Tech & Society builds on more than a decade of work developing and evaluating the impacts of digital infrastructure and tech policies and programs for clients that include state and local governments, universities, philanthropies, community-based organizations, and disruptive tech companies. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE ROLE | HR&A is seeking to hire a Senior Analyst, Tech & Society in our New York, Washington DC, Los Angeles or San Francisco Bay Area office. As a Senior Analyst in the Technology & Society Studio, you will be a core member of project teams across a portfolio of projects, for which examples include: making the internet work for New York with New York State’s ConnectALL Office, transforming the social service infrastructure of Clark County, Nevada, building capacity in Texas’s digital inclusion ecosystem, supporting technology infrastructure providers in disrupting monopolies, advancing the Public AI movement, and designing and managing multi-million-dollar programs at the intersection of these issues. We're looking for someone who: Understands how, why, and where technology gets built – and for whom it doesn’t - and why its benefits are inequitably distributed across communities Has worked at the intersections where hard problems live and new solutions are needed – of policy and product, industry and community, global infrastructure and community interests Can hold a room with public servants, community stakeholders, technical teams, and business executives, and translate fluently between them Is rigorous enough to produce unimpeachable analysis, entrepreneurial enough to help shape a business, and savvy enough to know when a technology solution is the wrong answer entirely Brings independent judgment to complex, ambiguous problems and isn't waiting to be told what the question is Senior Analysts are mid-level professionals with at least 4–6 years of experience who own the analytical core of the work, help direct junior staff, and bring rigor and creativity in equal measure. We're specifically looking for people who combine policy and planning depth with practical technology literacy and program management capabilities – candidates who can evaluate a proposed regulation or a technology vendor, lead a procurement analysis or evaluate public-private partnership transactions, manage a complex digital equity program or generate a sophisticated economic and fiscal impact analysis, and write a cogent policy brief for an executive, often on the same project. DAY-TO-DAY RESPONSIBILITIES MAY INCLUDE: Quantitative and qualitative analysis, including policy analysis and market research, economic and fiscal impact modeling, and program evaluation Project or program management, including supporting teams implementing public policies Developing written reports, client presentations, and financial models that translate complex analysis for public, private, and civic sector audiences Supporting or leading community engagement processes, including large and small group facilitation, stakeholder interviews, and participatory design Managing workstreams and directing Research Analysts and Analysts on task assignments—including providing training and feedback Contributing to business development through proposal writing and firm marketing materials and events Applying AI tools and emerging analytical methods to accelerate research, modeling, and deliverable production, with sound judgment about when and how to use them, as well as how to address inherent biases EXPERIENCE REQUIRED | We are looking for candidates with strong quantitative and qualitative skills, a genuine curiosity about technology’s role in society, and the drive to produce work that matters. Competitive candidates will bring: At least 4–6 years of professional experience in a relevant field Experience working at the intersection of technology delivery and policy in civic tech, govtech, internet infrastructure, digital services, or a comparable environment Demonstrated ability to assess technical feasibility and communicate tradeoffs to non-technical stakeholders Strong written and verbal communication skills - comfortable writing for and presenting to policymakers, community organizations, and executive audiences Proven ability to manage multiple projects simultaneously with precision and attention to detail Demonstrated ability to conduct complex data analysis, including financial analysis Proficiency in common AI tools (e.g., LLMs like Claude, ChatGPT, and others) and demonstrated understanding of responsible use, limitations, and independent verification Bachelor’s degree in a related field; Master’s degree preferred IDEAL CANDIDATES WILL ALSO HAVE: Experience working directly with government agencies, technology companies, or tech-oriented nonprofits Experience with software development tools including React, Vercel, Node, Github, and Mapbox GIS or spatial analysis skills Interest in broadband infrastructure, digital inclusion programs, AI governance frameworks, or workforce development policy and programs Experience with program design and management at scale, with a recognition that operationalizing public policy through on-the-ground delivery is often more important than new regulations or budget allocations ATTRIBUTES FOR SUCCESS We seek candidates who: Listen Intently: You proactively seek out and value diverse perspectives from colleagues, clients, and impacted communities. You approach complex problems with humility, knowing that lived experience is data too. Make it Matter: You are motivated by work that drives meaningful progress on challenges you care about. You develop clear plans, aren’t afraid to course-correct, and take pride in delivering actionable, high-quality work. Advance Equity: You continuously examine systems and historical context to identify barriers that affect some more than others. You push to center the most vulnerable and most impacted people in your analysis and recommendations. Choose Kindness: You respect differences in viewpoints, backgrounds, and lived experience. You deliver on commitments, share feedback constructively, and create space for others to bring their whole selves to work. Take a Risk: You are excited by complex projects that require entrepreneurial thinking. You share your opinions and analysis without fear, regardless of tenure, and embrace opportunities to stretch your skills. HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment. Employees work from the office at least three days a week, balancing professional and personal needs while staying connected to their teams. COMPENSATION | The base salary range for this position is $105,100–$122,673, plus the opportunity for a discretionary year-end bonus. Where an offer falls within this range depends on experience. We offer competitive compensation packages based on qualifications and experience. As an employee-owned company, you will benefit from the firm’s growth over time through our Employee Stock Ownership Plan. We also provide a comprehensive benefits package that includes coverage of 90–95% of healthcare premiums, dental and vision coverage, and more. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without this requested cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume and resume that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status or any other basis as protected by federal, state, or local law. For more information, please contact us at jobs@hraadvisors.com. Powered by JazzHR 9CjtlPe6o4

Job Description Job Summary Private Capital Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Private Capital Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Capital Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private equity, private credit, and alternative investment strategies. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role We are hiring a high-performing Sr. Analyst/Associate to join the Office of the CEO, reporting directly to the Chief of Staff. This role sits at the center of the company's decision-making engine. You will combine structured project management with rigorous KPI and data analysis to keep the organization aligned, accountable, and executing at a high level. You'll support CEO and Chief of Staff initiatives, build performance reporting, coordinate cross-functional workstreams, and help ensure critical priorities move forward with clarity and speed. This is the ideal role for someone who is analytical, detail-oriented, organized, and motivated by the challenge of helping a high-growth company operate with discipline. What You'll DoKPI Tracking, Analysis & Performance Insights • Build and maintain dashboards, models, and reporting that highlight business performance and emerging trends., • Analyze core metrics to identify inflections, risks, and opportunities, then translate findings into clear insights for the CEO and Chief of Staff, • Partner with analytics and operational leaders to ensure reporting is accurate, consistent, and reflective of the company's priorities, • Contribute to monthly/quarterly reviews, CEO summaries, and data-driven narrative updatesProject Management & Execution, • Manage cross-functional projects end-to-end, ensuring clarity of scope, timelines, milestones, and expected outcomes, • Track CEO- and Chief of Staff-led initiatives, keeping deliverables on pace and escalating risks with proactive solutions, • Build project plans, trackers, and operating systems that keep workstreams aligned and moving quickly, • Support execution of company operating rhythms including OKRs, planning cycles, leadership offsites, and executive meetingsCross-Functional Leadership Support, • Coordinate with senior leaders to ensure alignment, follow-through, and accountability on high-priority deliverables, • Prepare materials for executive team meetings, management meetings, and CEO prep sessions, • Support the Chief of Staff in translating the CEO's priorities into clear communication, action items, and structured follow-ups, • Help ensure the right information flows between teams at the right time to enable fast, high-quality decision-makingExecutive-Ready Communication, • Draft clean, structured memos, presentations, and summaries for CEO use internally and externally, • Manage preparations for company wide all-hands, • Prepare briefing materials for meetings, synthesize discussions, and document next steps with precision, • Operate with exceptional attention to detail - every document should be final-qualityWhat We're Looking For, • 2–5 years of experience in investment banking, consulting, private equity, corporate strategy, or an analytical operating role, • High performer with meaningful ownership experience, such as managing complex processes, coordinating across teams, or leading workstreams in demanding environments, • Strong analytical skills with the ability to build models, dashboards, and structured recommendations; advanced Excel required, SQL/Tableau a plus, • Strong slide-building and presentation skills (PowerPoint/Google Slides); healthcare analytics experience is a plus, • Proven project management skills: organized, deadline-driven, and able to manage multiple workstreams simultaneously, • Meticulous attention to detail and a commitment to producing high-quality work, • High degree of initiative and independence, with the ability to drive work forward in a fast-paced, ambiguous environment, • Excellent written and verbal communication, with the ability to distill complexity into clarity, • Operates well under pressure and works effectively with tight timelines, • Deep alignment with Charlie Health's mission and a desire to contribute to meaningful work, • Located within 45 minutes of NYC and able to work 4+ days/week in officeWhy This Role Is Different This is not a typical analyst role. You will gain: • Daily visibility into CEO-level decision-making, • Ownership of high-impact, cross-functional projects, • Exposure to operations, analytics, product, and clinical leadership, • Accelerated learning and direct influence on organizational execution, • A strong foundation for future roles in Biz Ops, Strategy, Operations, or Chief of Staff tracks, • Work at a mission-driven company where your efforts directly contribute to saving lives and expanding access to behavioral health care, • A role designed for high-upside early talent: perfect for someone looking to transition from a rigorous analytical environment into operating work with a clear path to broader strategic responsibilityBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $91,000 and $134,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $147,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Job Summary Private Markets Transactions Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Private Markets Transactions Analyst Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Markets Transactions Analyst position commonly found through the Initio Capital platform. It is intended to provide insight into responsibilities and qualifications typical of early-career roles focused on private equity, growth equity, venture capital, and private credit transaction execution. Actual openings vary depending on employer needs. For more information, visit: https://initiocapital.com/assessment

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We are looking to hire a Senior Manager, Data Operations to lead and scale the data services function within Arch's data organization. In this role, you will lead a team responsible for extracting, analyzing, and delivering data from Arch's platform for business use. You'll formalize processes, establish operational cadences, and build the foundation for a scalable data services function that enables teams across the company to operate more effectively. This role is key to solving the company's most difficult operational data challenges, including problems that don't neatly fall into product or engineering and require strong business judgment to navigate. You will investigate root causes, determine whether solutions are possible, and drive the work through completion. You'll serve as a bridge between technical teams and internal stakeholders, advising on data processes and best practices while ensuring projects move forward and deliver meaningful outcomes. The ideal candidate enjoys solving complex problems, is comfortable operating in ambiguous environments, and takes full ownership of projects from initial idea through delivery. Your responsibilities will include: Owning and scaling Arch's data services function, including the team responsible for extracting and delivering data from the platform for business use across the organization. Leading high-impact internal data initiatives that help Arch operate more intelligently, including projecting data volume, building out dashboards, establishing regular reporting cadences, and identifying operational insights. Driving end-to-end delivery of data projects, from identifying the problem and determining feasibility to building or coordinating the solution and ensuring successful implementation. Partnering closely with teams across sales, operations, product, engineering, and leadership, acting as both a service organization and a thought partner on how data supports the business. Serving internal teams as stakeholders by keeping them informed on project progress, timelines, and outcomes. Managing the team's intake of ad hoc requests, ensuring work is triaged, actioned or escalated appropriately, and completed within SLA. Supporting data-intensive products and processes by collaborating with clients to procure data, integrating it into the system, and validating output. Building and scaling the data services team, including managing direct reports, hiring additional team members, and formalizing processes and documentation while maintaining continuity of existing operations. Reach out to us if you: Have 7+ years of experience in operational or business-focused roles and are deeply curious about how companies actually operate. Have demonstrated leadership experience, including managing direct reports, building teams, or leading cross-functional initiatives. Have strong business sense and are an exceptional problem solver who thrives in ambiguous environments. You don't need to be a pure data scientist or engineer, but you should have strong technical data fluency. Our core stack includes MySQL, Python, Notion, and MS Office / Google Suite. We build dashboarding and reporting tools internally. We're looking for experience with: SQL (MySQL) or Python (one is sufficient) Working with large datasets Data cleaning, transformation, and analysis Building projections or data models Measuring and defining operational metrics Enjoy taking end-to-end ownership of projects and driving them from kickoff through launch. Have strong written and verbal communication skills and can clearly explain technical issues to non-technical stakeholders. Are comfortable coordinating across teams and communicating progress clearly with stakeholders. Thrive in fast-paced, high-stakes environments where priorities shift and new challenges arise frequently. Are comfortable operating with urgency and delivering high-quality work on tight timelines driven by client SLAs. Bonus points if you: Have worked with alternative investments, financial data, financial technology, or data delivery platforms. Have experience in a data analyst, data science, or data operations role. Have worked with large-scale or complex data systems. Have experience building predictive models, statistical analysis, or data quality measurement frameworks. Have experience in consulting or environments where solving open-ended problems was a core part of the role. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $145K - $170K

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

Job DescriptionMISSION CAPITAL: Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The base salary range for this role is $125,000 - $175,000 per year. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility, • Likes and prioritizes work with a genuine interest in debt capital markets / real estateBenefits Marcus & Millichap offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans: • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance, • Employee Assistance Program (EAP) and wellness resources Benefits eligibility, coverage, and employer contributions may vary based on position, employment status, location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request. Mission Capital Advisors (MCA) is a leading national loan sale advisory, due diligence and capital markets firm providing an integrated platform of secondary market loan portfolio brokerage, valuation, transaction management and data/document curative services for the commercial and residential loan markets. Mission Capital Advisors was acquired in 2020 by Marcus & Millichap (NYSE:MMI), a commercial real estate and finance services firm with 2,000 investment sales and capital markets professionals located in more than 80 offices across the U.S. and Canada. With a market cap of nearly $1.8B and $40B to $50B of closed transactions annually, Marcus & Millichap adds deep capital markets expertise, investment sales, market intelligence, and extensive research to MCA’s resources. Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Job Title: Competitive Intelligence Analyst Location: New York, NY 10019 Salary/Payrate: $115K-$130K annually plus bonus and AWESOME benefits!!! Work Environment: Hybrid (#1 of day WFH) Term: Permanent / Fulltime Bachelor’s degree required: Yes Referral Fee: AMS will pay $1,000 should the person you refer gets hired Job Description: Our client, an AmLaw 100 firm, is seeking a Competitive Intelligence Analyst at their offices in midtown New York City, 10019. This is a full time, direct hire role paying an annual base salary of $115K to $130K plus a performance-based bonus and excellent benefits plan. Under the supervision of the Director of Research & Competitive Intelligence, the Analyst will join a high-performance team responsible for delivering rigorous, high-impact research and analysis on companies, industries, markets and competitors. The Analyst role requires a strong degree of attention to detail, intellectual curiosity, and creativity in leveraging a broad range of resources, including artificial intelligence, to develop insightful, actionable intelligence and meaningful recommendations that support the firm’s competitive position. Successful candidates will take ownership of their work, proactively identify opportunities to add value, and operate with a strong sense of accountability. The Analyst must be effective working both collaboratively within a team environment and independently in a results-driven setting. Responsibilities: • Conduct in-depth research and analysis on companies, competitors, industries and legal trends, with a particular focus on corporate, litigation and restructuring practices, to support the firm’s business development, strategic, and client-facing initiatives., • Monitor and synthesize critical news, market activity, trends, and intelligence affecting the firm, key clients and industries, proactively identifying developments relevant to business development priorities., • Produce consistently high-quality, well-structured, and analytically rigorous reports and deliverables that meet exacting standards for accuracy, clarity and professional presentation., • Track and maintain metrics for team request management., • Perform special projects and additional responsibilities as assigned. Experience / Education Requires advanced degree or some equivalent of education and experience with focus on market analysis or financial services research and a minimum of 2-5 years of business/competitive intelligence research experience. A knowledge of legal research would be a plus. Skills and Competencies: • Highly tuned research and analysis skills, with ability to analyze data and draw conclusions and to provide actionable intelligence. Strong understanding of the legal industry and the business environment impacting our clients, is highly recommended., • Exceptional and professional written, oral communication and customer service skills., • Demonstrated ability to synthesize and distill information from diverse sources and deliver objective, meaningful insights in concise, compelling ways., • Solid ability working with financial/business, legal/litigation and industry-specific databases (including Bloomberg, CapitalIQ and LSEG Workspace) and Microsoft products, especially Excel., • Experience with using artificial intelligence for CI work, including the prompt and context engineering, would be an asset., • Thorough knowledge of M&A and private equity transactions and the ability to differentiate between multiple deal types and strategies., • Ability to work well with staff at all levels of the firm, as well as handle an array of projects, many under tight deadlines and in high-pressure situations., • Takes a proactive approach to assignments and demonstrates the ability to effectively manage multiple projects concurrently, with a flexibility and willingness to work extended hours as required., • Strong sense of urgency, intellectual curiosity and professional dedication, as well as a positive attitude, are expected.

Job Description Job Summary The candidate will report to the IT Security Manager and provide support to identify and remediate security threats and vulnerabilities as well as be involved in other aspects of network and cloud security. Cloud and Network Security Analyst will assist in the management of security solutions as well as the maintenance of enterprise wide Threat and Vulnerability Management Program. Additional responsibilities include involvement in the implementation of new security solutions, participation in the creation and or maintenance of policies, standards, baselines, guidelines and procedures as well as conducting vulnerability audits and assessments. The Cloud and Network Security Analyst is expected to be fully aware of the enterprise’s security goals as established by its stated policies, procedures and guidelines and to actively work towards upholding those goals. Essential Functions & Responsibilities Operational Management • As a part of the SIRT team investigate and respond to alerts and work with stakeholders as necessary to resolve issues., • Under the supervision of Information Security Manager, schedule internal and external vulnerability scans and provide investigation and remediation efforts. Additionally, provide follow-up documentation as required by department and risk procedures., • Monitor corporate security solutions for efficient and appropriate operations., • Follow detailed operational processes and procedures to appropriately analyze, escalate, and assist in remediation of critical information security incidents., • Participate in the design and execution of vulnerability assessments, penetration tests and security audits. Acquisition & Deployment • Maintain up-to-date detailed knowledge of the IT security industry including awareness of new or revised cloud and network security solutions, improved security processes and the development of new attacks and threat vectors., • Recommend additional security solutions or enhancements to existing security solutions to improve overall enterprise security., • Perform the deployment, integration and initial configuration of all new security solutions and of any enhancements to existing security solutions in accordance with standard best operating procedures generically and the enterprise’s security documents specifically. Strategy & Planning • Participate in the planning and design of enterprise security architecture, • Participate in the creation of enterprise security documents (policies, standards, baselines, guidelines and procedures), • Assist in the planning and design of Cloud and Network Security Threat and Vulnerability Management program Essential Qualifications DDNJ Competencies Accountability Adaptability-Flexibility Communication-Listening Skills Customer Focus Confidentiality Ethics and Values Problem Solving-Analysis Attention to Detail Ability to Maintain Composure Dependability Knowledge, Skills & Abilities Technical and Functional • Strong knowledge of Cloud security, client/server architectures, and networking, • Strong knowledge of current and evolving cyber threat landscape, • Significant theoretical and practical knowledge in the following areas: Unix, Linux, Windows, etc. operating systems, well-known networking protocols and services (FTP, HTTP, SSH, SMB, LDAP, etc.), exploits, vulnerabilities, network attacks • Proficiency, and experience, using information security tools and related methodologies., • Experience investigating security incidents., • Knowledge of specialized telecommunication techniques such Virtual Private Networks, encryption methodology and their associated technologies., • Knowledge of security frameworks e.g., HITRUST, • Proven analytical and problem-solving abilities., • Ability to effectively prioritize and execute tasks in a high-pressure environment., • Good written, oral, and interpersonal communication skills., • Ability to conduct research into IT security issues and products as required., • Ability to present ideas in business-friendly and user-friendly language., • Highly self-motivated and directed., • Keen attention to detail., • Team-oriented and skilled in working within a collaborative environment. Required Physical Abilities The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit and perform extensive close keyboard and PC work, • Ability to walk, talk or hear, • Occasionally required to stand and reach with hands and arms Working Environment • Ability to meet deadlines and attendance standards., • The noise level in the work environment is usually moderate., • This classification will be required to sign a confidentiality agreement. Experience, Education and Certifications Required Experience Required • 2-3 years of technical experience in the cloud and infrastructure security and architectures Required Educational Level • Bachelor's degree in Information Technology. An equivalent combination of education and work experience may be taken into consideration in lieu of a degree. Certifications required/preferred • At least one or more of the following certifications:, • GPEN, • GCIH, • CEH, • CISSP, • CCSP, • Security +, • CCNA, • CCSK, • Azure Fundamentals/ Administrator Associate, • Google Associate Cloud Engineer/ Cybersecurity About Delta Dental of New Jersey & Connecticut Delta Dental of New Jersey, Inc. is New Jersey's leading dental benefits company, providing or administering coverage to more than 2.2 million people through contracts with groups and individuals in New Jersey and Connecticut. In Connecticut, Delta Dental of Connecticut, Inc. is a licensed insurer that writes dental and vision coverage on an insured basis, and Delta Dental of New Jersey administers self-funded dental benefit programs. Offering dental benefits since 1969, Delta Dental of New Jersey's mission is to promote oral health to the greatest number of people by providing accessible dental benefit programs of the highest quality, service, and value. Through its philanthropic arm, the Delta Dental of New Jersey Foundation awards more than $1M in grants annually to support access to dental care and education for underserved children, seniors, veterans, and those with special needs, as well as funds workforce development programs for dental assisting and dental hygiene across New Jersey and Connecticut. Benefits In addition to a great culture, we offer excellent benefits including medical, dental, vision, life insurance, short and long term disability, spending accounts, and matching 401k. We value our associates and support everyone with learning and development, recognition programs, active wellness and diversity initiatives, tuition reimbursement, and generous paid time off to recharge – even paid time off to volunteer at causes that you care about. The benefits set forth in this posting reflect DDNJ’s benefits policies in place at the time of posting, as are made available to other similarly situated employees of DDNJ, although participation is at all times in accordance with and subject to the eligibility and other provisions of such plans and programs. DDNJ reserves the right, in its sole discretion, to prospectively modify or terminate any of its benefits plans or programs at any time and for any reason, to the extent permitted by applicable law. DDNJ complies with all applicable state and federal wage and hour, pay equity and pay transparency laws. Primary Location Full Time Salary Range In addition to salary, Delta Denta of New Jersey’s offerings may also include, for eligible employees, discretionary and formulaic incentive awards. Available offerings may vary by geographic location, job level, skills, experience, qualifications, education and date of hire. Delta Dental of New Jersey Inc is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role We are seeking a Strategy & Operations Analyst to support the day-to-day operations of one of the most critical functions at Charlie Health. This is not a traditional Talent role — it's a strategy and operations job that sits within Talent Operations. You'll bring the analytical rigor and structured thinking of a finance or consulting background and apply it to the engine that powers our ability to grow, encompassing a diverse array of responsibilities including capacity planning, performance monitoring, cost per hire optimization, and enhancing overall operational efficiency. You'll report directly to the Head of Talent Operations with a direct line to the CFO. This is a high-impact, high-visibility role at the intersection of data infrastructure, operational execution, and strategic decision-making. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Support the day-to-day operations of the recruiting org by contributing to scalable processes, systems, and strategies that enhance efficiency, productivity, and overall business performance, • Maintain and continuously refine capacity planning models to forecast staffing needs and productivity targets, • Analyze operational data to support optimal resource allocation and utilization across recruiting teams, • Identify and flag headcount efficiency opportunities that drive key financial metrics including cost per hire, • Build and maintain workforce management reporting — including staffing models, utilization tracking, and performance analytics — to enhance recruiter productivity and accountability, • Support cross-functional initiatives to streamline workflows and enhance organizational effectiveness, • Partner with business stakeholders to align day-to-day operations with strategic objectives, • Leverage data visualization tools to develop executive-level reporting and data-driven insightsRequirements, • At least 1-3+ years of relevant professional experience, including 1–2 years in investment banking, management consulting, private equity, or a strategy & operations role at a high-growth company, • Bachelor's degree in Business, Finance, Economics, or a related field, • Exceptional analytical skills — you're fluent in Excel and comfortable building models from scratch; SQL or BI tool experience (Tableau, Hex, Power BI) is a plus, • Strong organizational skills and meticulous attention to detail with demonstrated ability to manage multiple projects and workstreams concurrently, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver and strong analytical mindset with the ability to synthesize data into actionable insights, • Genuine curiosity on how to optimize operations - familiarity with Talent tools is not required but a plus, • Ability to work 4 days a week out of our New York City office Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $91,000 and $115,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $127,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. 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Job Description Job Summary Leveraged Buyout Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Leveraged Buyout (LBO) Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Leveraged Buyout Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career private equity and leveraged transaction roles. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Job Description Board Certified Behavior Analyst / BCBA ABA Centers of Puerto Rico San Juan, PR / Full Time Starting rate of $85K per year *Final compensation determined by experience, training, and education Sign-on bonus available through May 15, 2026 RELOCATION PACKAGE UP TO $15K STUDENT LOAN FORGIVENESS UP TO $24K Why We’re the Best Place to Be a BCBA! • Dedication to Better Outcomes – Smaller caseloads combined with our established clinical infrastructure mean you can focus on delivering high-quality care and lasting impact for children and families, • AI-Driven Efficiency – Streamline your workflow, reduce administrative tasks, and automate reporting, giving you more time to focus on your clients, • Unlimited Career Growth – Enjoy long-term opportunities to advance your career without the pressure of private equity investors, • Mentorship & Leadership Access – Collaborate with experienced BCBAs and leaders dedicated to your success and professional development, • Special Interest Groups – Connect with peers to deepen your expertise in areas like assessment, severe behavior, and school collaboration, • On-Demand Clinical Support – Access continuous training and resources through our ABA Academy of Excellence to stay at the top of your game, • Investment in Talent – We hire top talent and invest in developing our RBT teams, ensuring the best care for our clients and stability for our BCBAs, • Commitment to Improving Autism Care – We’re serious about innovation and change, as evidenced by having our own diagnostic teams and sponsorship of the Autism Research Laboratory at Temple University, • Industry Recognition – Proudly named in Inc. Magazine’s “Best in Business” for Health Services, making a lasting impact on our field and society Who We Are We are a leading and rapidly growing provider of Applied Behavior Analysis (ABA) therapy, committed to delivering life-changing outcomes for individuals with autism and their families. Our mission is to deliver life-changing outcomes for people with Autism, and their families, through rapid access to care - including diagnosis and individualized applied behavior analysis therapy. We achieve this mission by expanding access to high-quality, compassionate care while driving measurable results. We are guided by core values that define how we work every day, People First, The Joy Effect, Data-Driven Excellence, Disrupt with Purpose, Celebrate Uniqueness, and Resilient and Responsible, ensuring we prioritize those we serve, create meaningful connections, continuously improve outcomes, challenge the status quo, and hold ourselves accountable to the highest standards. What You’ll Do • Design, implement, and monitor skill-acquisition and behavior-reduction programs, • Oversee the implementation of behavior-analytic programs by RBTs and caregivers, • Conduct assessments related to the need for behavioral intervention (e.g., preference assessment, functional assessment, staff performance assessment, etc.), • Be willing and able to supervise others seeking BCBA certification weekly, • Other typical BCBA activities Requirements • Master’s degree, • Active BCBA certification, required, • Initiate the state licensure process prior to the start date (if required), • Valid driver's license, reliable form of transportation, and proof of auto insurance, • Ability to maintain clean background/drug screenings and driving record Benefits • Student-loan repayment program for existing loans (up to $24,000 total - $1,000 per month), • 21 paid days off (15 PTO days increasing with tenure, plus 6 paid holidays), • Flexible Spending Account (FSA) and Health Savings Account (HSA) options, • Medical, dental, vision, long-term disability, life insurance, AD&D insurance, and GAP Plan (TransAmerica), • Generous 401(k) with up to 6% employer match, • 100% employer-paid maternity/paternity leave for up to 5 weeks, • Tuition reimbursement up to $2,500 per semester, • EAP (unlimited counseling 24/7), BeyondMed (discounts on wellness and elective healthcare services), PerkSpot (discounts on top brands), Pet Insurance (Nationwide), and On the GoGa wellbeing hub, • CEU reimbursement, • Mileage reimbursement, • Performance bonuses, • Referral bonuses for BCBAs and RBTs Growth Path As a BCBA with our organization, you will have the opportunity to grow into multiple specialized career paths across the company. We are committed to supporting long-term professional development in areas such as Clinical Leadership, Operations, Quality Assurance (QA), Utilization Review (UR), Assessments, Training & Development, and Research. Whether your passion is direct clinical impact, leadership, process improvement, or innovation, we provide opportunities to expand your skills and build a meaningful career beyond traditional BCBA roles. About ABA Centers of Puerto Rico ABA Centers is an Equal Opportunity Employer and is committed to building an inclusive workplace free from discrimination. We make employment decisions based on qualifications, merit, and business needs, and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law. ABA Centers participates in the U.S. Department of Homeland Security E-Verify program. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process and employment. If you require assistance or accommodation, please let us know.

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek a dynamic and effective Policy Analyst. This job reports to the Director, Public Policy on the Public Policy team, in the Research & Policy department in the External Affairs division of the national office. The Research & Policy division uses data-driven policy agendas to inform messaging for target audiences and advance access to sex education and health care.Purpose: • Serve as a subject matter expert for key public policies that impact access to sexual and reproductive health care, coverage, and rights, with a focus on health care finance. Portfolio areas may include federal funding for reproductive health services, private and public insurance programs, drug pricing policies, and other policy areas related to the provision of safety-net health care.Engagement:, • Develops and maintains expertise in and tracks emerging and complex issues related to health care finance, coverage, health care delivery, health system reform, and sexual and reproductive health and rights, including identifying industry trends and conducting detailed, specific analysis of federal and state regulations, guidance, and legislation., • Develops and implements short and long term advocacy strategies to advance proactive policy in the portfolio area and to secure, protect, and expand access to sexual and reproductive health services and providers through an equity lens., • Writes for a variety of audiences and produces memoranda, fact sheets, issue briefs, toolkits, and other materials that detail specific public policies and their impact on sexual and reproductive health care., • Drafts and edits comments on behalf of Planned Parenthood organizations in response to federal and state regulations and subregulations., • Advances progress on multiple projects with competing deadlines.Delivery:, • Collaborates and consults with other national office teams, departments, and divisions to advance administrative advocacy around assigned portfolio areas., • Partners with the legislative affairs team to analyze legislative proposals and support Congressional advocacy efforts., • Provides technical assistance and facilitates the development of policy advocacy strategies for Planned Parenthood affiliates to aid in their efforts to improve access to health care at the state level., • Builds and maintains relationships with coalition partners and government officials., • Engages in PPFA and Action Fund’s lobbying and Action Fund’s electoral efforts as needed., • Performs other duties as assigned.Knowledge, Skills and Abilities (KSAs):, • Bachelor’s degree required; advanced degree preferred., • Knowledge of federal or state government processes in developing policy, particularly administrative and regulatory policy., • Knowledge of key public policies that impact access to sexual and reproductive health care, coverage, and rights., • Familiarity with federal health funding programs and health care finance required., • Willingness and ability to conduct proactive research to become fully competent in applicable issues when necessary., • Minimum of 3-5 years of policy-related work experience., • Exceptional analytical and problem-solving skills., • Understanding of the health care delivery system and safety net provider networks preferred., • Experience implementing federal or state advocacy strategies to influence policy is a plus., • Excellent verbal, written, and presentation skills., • Proven ability to move multiple projects forward quickly, accurately, independently, and collaboratively while meeting deadlines., • Commitment to health care access and the Planned Parenthood mission., • Appreciation and sensitivity to diverse groups and cultural differences.Travel: 0-10% domestic The Planned Parenthood cultural ethos, "In This Together", reflects our commitment to building a workplace culture that fosters belonging, promotes learning throughout the employee lifecycle, and recognizes individual contributions to our mission. Planned Parenthood Federation of America participates in the E-Verify program. Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Planned Parenthood Federation of America is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

Job DescriptionBusiness Operations Lead Onsite | New York City, NY Direct Hire / Permanent PlacementHireNow Staffing is actively recruiting a seasoned, highly skilled Business Operations Lead on behalf of a valued client partner in the AI-driven enterprise healthcare startup sector. HireNow Staffing is acting as a direct placement partner for this Business Operations Lead opportunity.We are seeking a high-agency operator who has been trained in a rigorous performance environment and is ready to apply those skills inside an early-stage growth company. This individual will work closely with Finance & Operations leadership on strategic initiatives spanning finance, operations, pricing, enterprise deals, and cross-functional execution.HireNow Disqualifier: Candidates with jumpy or unstable resumes will not be accepted or interviewed. We are prioritizing professionals with consistent tenure, strong progression, and measurable ownership outcomes.Key Responsibilities • Own and execute high-impact projects across Finance, Operations, and Go-To-Market functions, • Support enterprise sales opportunities through pricing models, proposals, commercial analysis, and contract coordination, • Build and improve internal business systems including procurement, people operations, and operating workflows, • Develop financial models, forecasts, dashboards, and cohort analyses to guide strategic decisions, • Partner daily with Sales, Product, Engineering, and executive leadership on priority initiatives, • Identify inefficiencies and implement scalable processes from zero-to-one, • Prepare executive-ready analyses, recommendations, and reporting materials, • Use modern AI tools and workflow automation to improve speed, accuracy, and execution quality, • Drive accountability across cross-functional stakeholders to ensure project completion Required Qualifications (Highly Important), • 1–3 years of experience in one of the following environments:, • Bulge bracket or elite boutique investment banking, • MBB consulting or equivalent top-tier strategy consulting, • Private equity analyst / associate roles, • Strategy / Operations roles at a Series B+ high-growth startup with $100M+ funding, • Advanced financial modeling and Excel skills required, • Strong analytical thinking with ability to solve business problems from first principles, • Proven track record of owning projects end-to-end with minimal oversight, • Comfortable operating in fast-paced, ambiguous, high-pressure environments, • Strong judgment, communication skills, and confidence to challenge ideas constructively, • Eagerness to use AI tools such as Claude, ChatGPT, n8n, Hex, or similar workflow tools, • Genuine interest in healthcare, home care, eldercare, or healthcare operations, • Stable employment history with clear progression; candidates with jumpy resumes will not be considered Preferred Qualifications (Strongly Valued), • M&A transaction experience for former investment banking candidates, • Experience from top-tier firms breaking in from non-traditional academic backgrounds with strong outcomes, • Prior zero-to-one ownership building systems or operational workflows, • Experience supporting enterprise commercial deals or strategic partnerships, • Exposure to cohort analysis, pricing strategy, or GTM analytics, • Startup operator experience in scaled growth companies rather than very early Series A environments, • Strong communication presence with founders and senior executives HireNow Disqualifiers, • Experience only from Series A startups without scaled growth exposure, • Weak Excel / financial modeling capabilities, • Pure technical backgrounds lacking business operations or analytical ownership, • Need for visa sponsorship / OPT (not available), • Frequent job changes without clear rationale or progression HireNow ChecklistHireNow Staffing is recruiting candidates who meet the following profile: 1–3 years in IB, MBB, PE, or Series B+ high-growth startup environments Advanced Excel, modeling, and business analytics skills Proven zero-to-one project ownership under pressure Strong communicator with executive-facing maturity Thrives in ambiguity and fast-paced execution settings Uses AI tools to improve workflows and productivity Interested in healthcare / home care / eldercare markets Able to work onsite in NYC Stable resume with progressive growthStandout Candidates Include: Analysts leaving investment banking seeking operator roles MBB consultants ready to move in-house to startup execution BizOps professionals from scaled startups with strong modeling backgrounds Non-traditional candidates who achieved elite outcomes through grit and performanceHireNow Package • Base Salary: $120,000 – $160,000, • Bonus Potential: Up to $50,000, • On-Target Earnings: Up to $210,000, • Additional Compensation: Equity + benefits package, • Special Consideration: Will match IB bonus for analysts leaving early, • Work Location: Onsite – New York City, NY, • Employment Type: Full-Time / Direct Hire, • Visa Sponsorship: Not available (No OPT) HireNow Staffing DisclaimerAll candidate information is handled confidentially and evaluated against defined requirements. This job description outlines the general scope of responsibilities and qualifications. Duties may evolve based on client needs and business growth. Only candidates meeting the core qualifications will be considered for interview.https://www.careers-page.com/hirenow-staffing-inc/job/X9YY478Y

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE PRACTICE | HR&A's Inclusive Cities practice leverages our deep understanding of government, knowledge of local and private economic forces, and analytical rigor to promote social and economic justice. Our practice area centers racial equity and economic justice in economic development, policy, and planning. We help our clients identify who will benefit from economic development initiatives and show them how to design and execute more equitable projects, neighborhoods, and cities. By engaging communities and grassroots organizations in meaningful, non-extractive ways, we build new trust and durable partnerships. We launch new programs and community-driven projects to increase awareness and participation in our civic discourse, which is essential to shifting traditional economic development paradigms. Our team emboldens visionary public servants with the tools they need to embed equity into their policy and practice. We serve as a bridge between ideas and implementation, truly changing systems from workforce development to criminal legal system reform, so that lives are changed for the better. THE ROLE | HR&A is seeking a full-time Special Assistant & Research Analyst to support the Inclusive Cities practice leadership in our New York office. This is a hybrid role where you will dedicate approximately 70% of your time to high-level executive and operational support, coordinating across multiple projects within the Inclusive Cities practice, providing administrative support including calendaring, and taking on special projects for the practice. The remaining 30% of your time will involve research support for the practice, where you'll contribute to policy analysis, data synthesis, and report development that advances our equity-focused work. PRIMARY RESPONSIBILITIES Executive Support: Proactive management and coordination of practice leadership calendars, including preparing and updating weekly schedules, forecasting scheduling conflicts and working quickly to resolve them, and responding to last-minute meeting requests with context-aware prioritization Manage complex travel planning and detailed itineraries, including booking flights and hotel arrangements for client meetings, site visits, and community engagement events, and handling last-minute or urgent travel requests Provide wide-ranging administrative support, including entering weekly timesheets, expense reporting and filing, and systems or technology support Manage and assist with special projects and event coordination as assigned, including internal team meetings, client convenings, and community engagement sessions Prepare leaders for meetings by organizing briefing materials, background research, and relevant context on attendees and topics Research & Analytical Support: Conduct research on key policy areas relevant to the Inclusive Cities practice, including economic development policy, racial equity frameworks, community benefit agreements, workforce development, and criminal legal system reform Collect, analyze, and synthesize data to support policy briefs, client reports, and internal knowledge-building Assist in drafting research memos, literature reviews, and background sections of reports Monitor news, academic research, legislative developments, and best practices relevant to equitable economic development and the practice's project portfolio Maintain organized research databases and resource libraries for the practice team Support cross-practice collaboration on research-related projects Perform other duties as assigned EXPERIENCE REQUIRED 2-4 years of work, with demonstrated research, writing, or analytical capabilities Experience working with executives in a fast-paced, dynamic professional environment, ideally in professional services, public sector, or mission-driven organizations Experience in policy research, community development, or social justice organizations is a plus Ability to forecast and prioritize needs based on strategic understanding of the work, not just logistics Must-have ability to follow through on tasks or projects, perform quality assurance/quality control (QA/QC), and advance them on behalf of Inclusive Cities leadership Outstanding organizational and time management skills, including the ability to multitask across administrative and research responsibilities Excellent written and verbal communication skills, with ability to write clearly and synthesize complex information Strong research and analytical skills, including the ability to interpret data and distill complex policy information into clear, concise formats Interest in and commitment to racial equity, economic justice, and community-centered development Bachelor's degree in public policy, business administration, political science, economics, urban planning, or a related field is preferred, or equivalent experience HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION | The salary range for this position is $75,000 - $85,000 per year, plus the opportunity for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year, the firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life and advancing equity in all our work. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. Please submit a cover letter and resume on HR&A's website here. Applications without a cover letter will not be reviewed. In your cover letter, please describe your interest in this hybrid role and how your executive support experience and research capabilities will contribute to our Inclusive Cities practice. We ask that you submit a version of your resume that has your school information removed. There is no need to reformat your resume, and you should leave your degree (e.g., "B.A. Economics" or "B.A. Public Policy"). But please remove all undergraduate and graduate school name references. This request is part of our ongoing work to build a hiring system that is free from bias and based on candidate merit and performance in the hiring process. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at jobs@hraadvisors.com. Please do not call regarding this position. Powered by JazzHR UyTN7bVbCD

Job Description SVP, Sales Operations Who We Are Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties, as well as DSCR rental loans for long-term investors. We have closed thousands of loans since we began lending, producing more than $3.5 in originations. ABL was acquired by a private equity firm in 2021 and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Role Summary The SVP, Sales Operations is a senior leadership role responsible for building, owning, and continuously improving the operational infrastructure that powers ABL’s sales organization. This is the functional owner of Sales Ops at ABL — not a coordinator or an analyst, but a leader with full accountability for how the sales engine runs. ABL is transitioning to a performance-based sales operating model. That transition requires someone who has done this before: built the systems, designed the processes, and led organizations through the discipline of data-driven sales management. This leader will establish what does not yet exist, fix what is broken, and set the standard for how a high-performing sales organization operates at scale. This role reports to the Head of Sales and operates with significant autonomy and authority. It is not a support function — it is a strategic leadership position with direct impact on revenue, operational efficiency, and ABL’s long-term competitive positioning. What You Will Own Sales Infrastructure & Standard Work • Design and implement the full operating framework for ABL’s sales organization — from lead to close to post-close handoff, • Define role-specific standard work for every layer of the sales organization: Loan Officers, Branch Managers, Regional Directors, Sales Assistants, and Inside Sales, • Build and maintain playbooks that capture best practices, codify expectations, and make institutional knowledge transferable and scalable, • Establish operating cadences at every level — daily activity standards, weekly reviews, monthly performance cycles — and hold the organization accountable to them, • Identify where process gaps are causing revenue leakage or execution inconsistency and fix them CRM Ownership & Data Integrity • Take full ownership of HubSpot as the system of record for all sales activity — pipeline, deal data, contact records, and reporting, • Establish and enforce pipeline definitions, deal stage standards, and data entry requirements across the organization, • Build accountability structures that ensure data quality is maintained, not just corrected after the fact, • Own lead routing, attribution logic, and dispute resolution — these must be clean, documented, and not subject to interpretation, • Partner with Technology on CRM integrations, enhancements, and rollouts; serve as the business-side decision-maker for all Sales Ops–related system changes Technology Launch Ownership • Serve as the business owner for all technology launches that touch the sales organization — not a reviewer or a stakeholder, but the accountable party responsible for readiness, adoption, and outcomes, • Own the sales-side launch plan for any platform rollout: user readiness, training, workflow integration, data migration, and go-live validation, • Ensure that no technology goes live for the sales team without a clear operating model in place for how it will be used, measured, and supported, • Partner with Technology leadership during build and configuration phases to represent the sales organization’s operational requirements — and hold vendors and internal teams accountable to delivering against them, • This accountability extends across all platforms — LOS, servicing systems, borrower and broker portals, internal tools, and any future technology investments that affect how the sales team operates, • Post-launch, own adoption monitoring and course-correction; a successful launch is measured by utilization and outcome, not go-live date Reporting, Analytics & Forecasting • Build and own the reporting infrastructure that gives sales leadership, Finance, and the CEO real-time visibility into pipeline health, production, and team performance, • Develop and maintain forecasting models that produce reliable, branch-level projections — not approximations, • Track and report on KPIs across all sales roles and tiers: pull-through, conversion, pipeline aging, fallout, cycle time, and volume, • Surface insights proactively — the expectation is that leadership learns about problems from this role before they become crises, • Own the monthly sales reporting package delivered to Finance and the CEO Branch P&L & Financial Alignment • Lead the build-out of branch-level P&L reporting in close partnership with Finance, • Develop the tracking infrastructure, data inputs, and reporting cadence needed to make branch economics visible and actionable, • Serve as the operational bridge between sales production data and financial performance analysis, • Support Finance in building the model that enables ABL to evaluate branch and regional profitability consistently Team Leadership & Development • Hire, lead, and develop the Sales Operations function as it grows — beginning with the Sales Operations Manager (L5/L6) and expanding as the business scales, • Set clear expectations and performance standards for the Sales Ops team; model the discipline and rigor expected across the sales organization, • Build a team culture grounded in accuracy, accountability, and proactive problem-solving, • Develop internal talent and create a function that grows in capability alongside ABL’s growth Cross-Functional Leadership • Serve as the senior Sales representative to Operations, Underwriting, Finance, and Technology on process, systems, and performance matters, • Drive resolution of cross-functional friction that slows deal progression or creates execution inconsistency — at the root, not the symptom, • Participate in and influence product and technology governance decisions that affect the sales organization, • Partner with the Head of Sales to translate strategic direction into operational reality; serve as the operational counterpart to sales leadership’s market-facing work What Success Looks Like Within the first 90 days: • A clear-eyed diagnostic of where the gaps are — systems, data, process, and people — with a prioritized action plan presented to the CEO, • Active relationships with the Head of Sales, Finance, Operations, and Technology leaders, • HubSpot audit complete with a data remediation and governance plan in motion Within the first 6 months: • Core playbooks drafted and in use for at least three sales roles, • Sales reporting package live and actively used by leadership for decision-making, • Pipeline data materially cleaner with accountability structures in place, • Forecasting template functioning and producing reliable inputs to Finance Within the first year: • Full operating framework in place across all sales roles and regions, • Branch P&L infrastructure built and in active use, • Sales Ops recognized internally as a trusted, reliable, and indispensable partner, • The function is staffed, structured, and operating with the independence appropriate to an L7 owner Qualifications • 8+ years of progressive experience in sales operations, revenue operations, or a related function — with at least 3 years in a senior leadership capacity, • Demonstrated track record of building sales operations infrastructure from an early-stage or underdeveloped state, • Deep HubSpot expertise: pipeline governance, workflow automation, reporting, data quality, and CRM administration, • Strong command of sales forecasting, dashboard development, and performance analytics, • Experience leading and developing a team, with the ability to hire, onboard, and grow talent, • High proficiency in Microsoft Excel or Google Sheets; familiarity with BI tooling a plus, • Experience working cross-functionally with Finance, Technology, and Operations leadership, • Exceptional communication skills — able to translate complexity into clear guidance and present credibly to senior leadership, • Highly organized with strong follow-through and the instinct to close loops, not just open them Preferred Qualifications • Background in hard money lending, bridge financing, private lending, or mortgage, • Experience building or managing branch-level P&L structures, • Exposure to scaling a sales organization through a PE-backed growth phase, • Experience with process improvement methodologies and change management

Job Description Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. Based in New York, the within this group serves as a key component of the firm's global industrials practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Associates with exceptional exposure to senior bankers and client executives throughout every engagement. The Opportunity The firm seeks an exceptional Associate 2 to join their Paper & Packaging investment banking team in New York City. This role offers immediate and significant client exposure, substantial analytical and execution responsibility, and a clear path to Vice President. The position provides the entrepreneurial learning environment and mentorship typical of elite advisory platforms, where Associates are given meaningful deal responsibilities and direct interaction with senior management teams. Key Responsibilities Transaction Execution & Analysis • Perform sophisticated financial analyses and create complex valuation models, • Lead financial modeling across various transaction structures and strategic scenarios, • Conduct comprehensive research on relevant companies, competitors, and sector dynamics, • Manage critical workstreams within deal processes from mandate through closing, • Coordinate across legal, accounting, and other advisory partners Client Interaction & Relationship Development • Prepare and create compelling client presentations and meeting materials, • Interface directly with client senior executives including CEOs, CFOs, and Board members, • Develop understanding of client strategic objectives and translate into actionable recommendations, • Build credibility as trusted advisor through technical excellence and strategic insight Team Leadership & Development • Provide guidance, training, and mentorship to Analyst-level team members, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Help prepare for key industry events and conferences hosted by the firm Required Qualifications • At least 1 year of investment banking experience at the Associate level, • Strong preference for candidates with M&A deal experience and transaction leadership, • Demonstrated experience in Industrials, particularly in Paper & Packaging, • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with C-suite presentation experience, • Proven ability to manage multiple transactions and projects simultaneously, • Demonstrated leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in fast-paced environment that values initiative, creativity, maturity, and poise, • Team player mentality with strong motivation to contribute to collaborative culture Preferred Qualifications • MBA or advanced degree from leading institution, • Experience across multiple industrials subsectors and transaction types, • Background in private equity, operating roles, or industrial strategy consulting, • Technical expertise in complex deal structures and creative financing solutions, • Multi-cycle market experience, • Track record of analyst mentorship and development Compensation & Benefits • Highly competitive base salary: $185,000 - $275,000 commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance, • Industry conference attendance and networking opportunities Firm Culture The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Associates and developing them into successful senior bankers. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential. To Apply If you're a top-tier professional passionate about becoming a world-class advisor in the Industrials space, we want to hear from you. This is a highly selective process and the firm is moving quickly to identify exceptional talent.

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

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

Job DescriptionSalary: $70k-$75k About Us American Exchange Group is an industry leader in fashion accessory products and brand management. By facilitating distribution to major retailers internationally for their globally recognized brands, custom private label brands, and exclusive licensed brandsincluding footwear, tech wearables, watches, jewelry, handbags, fashion accessories, home, and beautyAmerican Exchange Group raises the bar by disrupting the status quo with value and quality, while staying at the forefront of trends. Joining American Exchange Group means being part of a dynamic and diverse team where your contributions drive real impactand where theres always room to grow. If you're looking to be part of a company that blends heritage with hustle, were excited to meet you. Visit our website at www.axnygroup.com Job Title: Business Analyst (Drop Ship Specialist) **Candidates Must have experience with the Walmart portal Location:Onsite 5 days a week at our NYC HQ **Out of area candidates will not be considered Summary: As a Business Analyst, you have experience managing and understanding 3rd party retail platforms (Walmart, etc.) and their respective portals. This role is responsible for retailer portal integrations/onboarding, product listing creation, management, and, in-season analysis, insights and execution, as well as ensuring that we maintain competitive pricing on the marketplaces while maintaining margin requirements. To achieve success in this role, the individual must be a strong collaborator with the ability to build cross-functional partnerships across merchandising, product management, technology, supply chain, wholesale team, and the direct to consumer team. Success will be measured in terms of impact on dropship sales, margin, productivity, and inventory health. Primary Responsibilities: • Optimize and grow the dropship program efficiently (product, demand, profitability)., • Data analysis to provide visibility and insight to make strategic decisions., • Guide the development of insights & in-season Dropship strategy, • Help establish best practices for in-season dropship management to include data definition, insights, activities and ad hoc analyses, • Maintain price competitiveness & margin across products and platforms, • Shop competitors to identify trends, product opportunities, and understand market pricing, • Lead through preparation for product launches and partner implementations partnering with product and price team peers to identify needs and develop requirements to ensure business continuity., • Create & maintain the roadmaps for Dropship, competitive intel, promotions and price changes, • Build strong, trusted relationships with merchandising leaders and utilize analysis to provide recommendations and shifts in business strategy Qualifications: Experience • 25 years of experience in dropship, e-commerce marketplace management, or digital retail operations., • Hands-on experience managing retailer marketplace portals, including required experience with the Walmart Supplier Center / Walmart Marketplace portal., • Experience managing product listings, pricing updates, promotions, and inventory across retailer platforms., • Proven experience supporting dropship or marketplace programs with large retail partners., • Experience analyzing sales performance, pricing trends, and inventory data to drive business decisions. Skills • Strong analytical skills with the ability to interpret data and translate insights into actionable strategies., • Advanced Excel skills with experience working with large data sets., • Strong attention to detail when managing product listings, pricing updates, and retailer portal requirements., • Ability to manage multiple retailer platforms and deadlines in a fast-paced environment., • Excellent communication and collaboration skills with the ability to work cross-functionally with merchandising, product, supply chain, and e-commerce teams. Preferred • Experience working with additional retail marketplace portals such as Target+, Amazon Vendor/Seller Central, Macys, Nordstrom, or Kohls., • Experience with product information management (PIM) systems, ERP platforms, or e-commerce analytics tools., • Background in consumer goods, apparel, or accessories industries. What We Offer • Comprehensive Health & Wellness Benefits, including medical, dental, vision, and supplemental insurance, • 401(k) Retirement Savings Plan with company match, • Generous Paid Time Off (PTO) and paid holidays, • Half Day Fridays with shortened hours during both Summer and Winter seasons, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Tax-free commuter benefits, • Exclusive employee merchandise discounts Salary: The anticipated base salary is $70k-$75k annually. Actual compensation will be determined based on a variety of factors including, but not limited to, experience, skills, education, internal equity, and location. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. The compensation package is dependent on a number of factors, including, for example, experience, education, market data, and business needs.

Job Description Job Summary LBO Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States LBO Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample LBO Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career private equity and transaction-focused roles. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Job Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. What you’ll work on Every day is different, but here’s an example of the kind of things you’ll work on: Primary analysis – Review new debt transactions in the US high yield and leveraged loan market, ensuring we produce quick and insightful reports Secondary analysis – With guidance from senior analysts, deep dive into high yield earnings reports, provide financial updates on specific credits, and produce market-leading predictive analysis and industry research Relationship & product evangelism – Support clients, answer questions on our platform and provide insight. Gather feedback and work with the product team to develop the 9fin offering, taking the lead on new and exciting developments About You This role will be a great fit if you demonstrate: 0-1 years of experience, or a strong interest in financial markets and desire to learn about how they work Strong communication – Demonstrate clear and effective written and verbal communication, producing clean, timely, and accurate copy in a concise manner. Exhibit excellent attention to detail Problem solving – Enjoy interpreting information and constructing effective solutions to complex problems. Be a team player, but also able to effectively work alone (although help is always on hand if you need) Drive – Bring an inquisitive and passionate mindset, demonstrating a strong interest in the development and dynamics of financial (and especially) capital markets. A self-starter, you are up for the challenge of a role that will morph and transform as we continue to grow Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance Salary $77,000-$80,000 (depending on experience) Equity options 401(k) (9fin pay 3%, employee contributions are uncapped) Private Health Insurance, with Dental and Vision Paid sick leave Disability Insurance (New York) Commuter Benefit Time off 25 vacation days per year Local public holiday Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work Work abroad for up to 3 months a year 1 month paid sabbatical after 5 years of service Enhanced parental leave & flexible working arrangements available Training & Culture Professional learning and development budget AI experimentation budget of $1,000 per employee to trial AI tools Bi-annual team socials Summer and Winter company social events A note from the hiring manager “Be interested, and ask questions! The most impressive people I’ve worked with have shown genuine curiosity in some or most parts of what we do. Whether that’s being mystified by a new offbeat deal structure, or developing your knowledge of credit market dynamics, lots of what we do involves solving problems. At 9fin we’re here to decode and understand these problems. From there we provide clients the best-in-class data, insight or research – and as a Credit Analyst you’ll be at the forefront of this drive. You’ll have a clear role in providing market leading analysis to 9fin’s institutional client base, in addition to aiding the growth and development of the existing team. I’ve been very lucky to see 9fin’s rapid growth in the last few years, we took on new challenges and created a name for ourselves in Europe. If you’re up for the challenge, there’s a tonne of exposure to the sharp-end of fixed income markets, great opportunities for your own career development and a place for you to have a real stake in 9fin’s future success.” — Rubi Gjika, Head of Credit 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job Description Job Summary Private Equity Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Private Equity Analyst — Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Equity Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career private equity and buy-side investment roles. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior bankers who have relationships and industry expertise spanning a variety of verticals including Telecom, Technology, and Industrials. As a smaller, nimble firm, our size is our competitive advantage. Joining our entrepreneurial team offers you significantly higher internal visibility, direct access to senior leadership, and an accelerated career trajectory compared to larger institutions. We are a deeply collaborative, people-first firm that prioritizes employee well-being, offering a highly competitive hybrid work environment and robust benefits that demonstrate how much we value our team. In this role, you will be responsible for executing M&A advisory engagements for new and existing clients, including buy-side and sell-side mandates, strategic asset reviews, valuation assessments, and fairness opinions. As a project leader, you will work closely with client executives, internal deal teams, external counsel, accountants, consultants, and lenders. Essential Responsibilities • Design, build, and present financial analysis, valuation models, and pro forma financial modeling., • Research, write, and structure client-ready presentations, including pitchbooks and responses to competitive RFPs., • Conduct tailored acquisition screens, identify bolt-on targets, and spearhead roll-up consolidation studies for clients across multiple industries., • Design and draft sell-side marketing documents, including teasers, confidential information memoranda (CIMs), and private placement memoranda., • Identify, map, and contact potential strategic and financial buyers and sellers., • Review, analyze, and assist in negotiating NDAs, LOIs, term sheets, and definitive purchase agreements., • Manage, mentor, and cultivate junior team members by providing consistent, constructive performance feedback., • Analyze M&A trends across industries to drive client engagement and deal origination. Required Qualifications • Experience: 2+ years of dedicated M&A advisory deal execution experience., • Education: Bachelor's degree in Finance, Economics, Accounting, or a related business field., • Technical Skills: Advanced proficiency in Microsoft Excel, Word, and PowerPoint., • Financial Knowledge: Strong grasp of US GAAP, merger accounting, and M&A takeover principles., • Execution Skills: Proven ability to build financial models, draft presentations, meet tight deadlines, and manage multiple projects simultaneously., • Core Attributes: Strong accountability, exceptional professional ethics, and an ability to thrive in a high-growth, generalist environment. Preferred Qualifications • Previous Associate or Analyst experience within a specialized M&A Advisory unit of an investment bank., • Active FINRA Series 79 and 63 licenses (or SIE equivalent); or willingness to obtain them within 3 months of hire., • Proficiency using financial databases such as PitchBook, S&P Capital IQ, or FactSet., • Prior experience managing or mentoring junior team members. Additional Details/Benefits • Location: New York, NY, • Work Type: Full-time, Hybrid (3 days in-office, 2 days remote), • Travel: 20%–30%, • Compensation: $125,000 - $150,000 base salary, eligible for a performance-based discretionary bonus, • Core Benefits: Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email recruiting@kapitus.com The Capital Markets Analyst will play a key role in supporting the development, structuring, and execution of Kapitus' capital markets strategy across transaction execution, investor engagement, and ongoing deal management. This role will support capital markets transactions, including securitizations, warehouse facilities, and forward flow structures, while partnering closely with internal stakeholders across FP&A, Risk, Legal, Treasury, and Financial Data. The Capital Markets Analyst will contribute to transaction execution, financial modeling, and investor communications while gaining broad exposure to structured finance, capital markets strategy, and new product initiatives. What you will do: • Assist in the structuring and execution of capital raising activities, including securitizations, warehouse facilities, and forward flow transactions, • Support the development and maintenance of financial and cash flow models used to evaluate funding structures, pricing, leverage, and returns, • Analyze collateral performance and portfolio trends to support transaction execution and funding strategy, • Assist in preparing investor materials and participate in investor, bank, and rating agency discussions and diligence processes, • Help monitor existing facilities, including covenant compliance, borrowing base reporting, and performance tracking, • Generate repeatable analytics workflows and support ongoing data analysis initiatives, • Partner cross-functionally with FP&A, Risk, Legal, Treasury, and Data teams to support transaction execution, • Contribute to evaluation of funding structures, investor relationships, and new product initiatives, • Support the continued growth and evolution of the capital markets function as portfolio volume and complexity increase What We're Looking For: • 0 to 3 years of experience in finance, capital markets, investment banking, structured finance, private credit, consulting, Risk, or related analytical roles, • Bachelor's degree in Economics, Finance, Mathematics, Engineering, Computer Science, or a related field required, • Strong analytical and quantitative capabilities with experience in Excel-based financial analysis and modeling, • Demonstrated interest in capital markets, structured finance, or securitization, • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment, • Excellent problem-solving skills and intellectual curiosity, • Proficient in Microsoft Office, particularly Excel, • Highly analytical, intellectually curious, and eager to learn, • Strong communication and interpersonal skills, • Collaborative and team-oriented, • Hands-on, high-energy, "roll up your sleeves" mindset, • Ability to work within a dynamic, fast-moving environment while driving toward clarity and solutions, • Self-starter with an entrepreneurial spirit, • Experience with financial modeling, data analysis, SQL, Python, VBA, or other analytical tools is a plus Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $48,400-$77,700. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Annual performance bonus target: 5% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: Summit NJ (*This role is an in-office position, M-F) Company DescriptionHeadquartered 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.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.\r\n\r\nThrough 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.\r\n\r\nFor more information, please visit simplicitygroup.com.