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The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. Expertise in designing data architecture, reconciliation, and control frameworks. Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes Visionary yet pragmatic leader who combines strategic insight with operational execution. Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Investment Operations

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co., a leading investment banking firm, is accepting applicants for a full-time Vice President position in our Equity Capital Markets group based in New York City. The Vice President is expected to project manage strategic assignments assisting clients with public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion. The Vice President is expected to be a coach to junior bankers and build relationships with clients. Qualifications: • Strong transaction history – Capital Markets experience preferred, • Ability to lead transaction execution teams., • High degree of comfort interacting with senior executives., • Strong financial modeling ability and Microsoft Office expertise., • Excellent verbal and written communication skills., • Superior work ethic and teamwork skills., • Good judgment and ability to exercise discretion when handling confidential information., • Ability to perform in both team and self-directed settings., • MBA with at least 3 years of capital markets experience or undergraduate degree with a minimum of 6 years capital markets experience., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will be required upon hiring.In this role you will:, • Lead the day-to-day execution of transactions (Public Offerings / Private Placements), including preparing and reviewing company marketing documents and reviewing financial models, managing marketing and coordinating due diligence, analyzing financing alternatives and negotiating documentation., • Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc., • Assist senior bankers in the business development efforts., • Contribute to revenue targets for deal teams through relationship development and identifying deal opportunities for the firm., • Manage, train and develop Associates and Analysts on the team., • Ensure quality collaboration and production of work flow and product from Associates and Analysts. The potential base pay hiring range for this role is $225,000 per year. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Job DescriptionVICE PRESIDENT OPERATING PARTNER – PRIVATE CREDIT NYC Private Credit J Harlan Group is currently conducting a search for an experienced and highly motivated VICE PRESIDENT OPERATING PARTNER – PRIVATE CREDIT at a prominent NYC Private Credit Investment Manager. Seeking to add a seasoned and professional senior operating partner professional to an emerging platform focused on Special Situations, Sponsored, and Growth direct lending opportunities The Vice President will be an integral part of the firm's Investment team. The Vice President will work directly with portfolio companies to drive operational improvements, achieve strategic goals, and increase company value. This role offers the opportunity to assist in managing portfolio companies, create value, and facilitate operational improvements. An exciting opportunity to be a key part of the growth of this fast-growing and dynamic investment organization that is experiencing exceptional growth! The firm is an absolutely fascinating firm with a strong growth history / trajectory and a robust pipeline of deal opportunities. Key Responsibilities: Drive value creation in portfolio companies — building and running the value-creation plan. Portfolio Company Management • Assist in managing portfolio company once the firm takes the keys., • Work directly with portfolio company management teams to drive operational improvements., • Mentor and advise C-Suite executives, helping to implement strategic initiatives and improve day-to-day operations. Value Creation • Collaborate with management teams on day-to-day operations, help guide decisions from hiring to technology implementation., • Implement strategic plans, rework business strategies, and execute growth strategies., • Enhance operational performance through capital structure optimization as well through efficiency, innovation, reducing costs, and operational execution., • Drive top-line revenue growth through innovative strategies, product development, or expanding into new markets. Facilitate Operational Improvement • Streamline supply chains, improve product development cycles, and/or optimize pricing strategies., • Develop and implement performance improvement plans, ensuring every facet of the business runs more efficiently. The ideal candidate would have a background including: • Private Equity / Private Credit turnaround experience - Private credit experience a plus, • Proven leadership skills and ability to influence management teams, • Deep understanding of various industries/sectors, • Ability to lead and influence portfolio company management teams and operational staff, • Ability to develop and implement actionable strategies for growth and efficiency, • Data-driven approach to operational management. Expertise in reviewing financials, operational metrics, and key performance indicators (KPIs) to drive decision-making, • Proficiency in guiding organizations through significant changes, whether related to operations, culture building, or strategy, • Excellent verbal and written communication skills, • Excellence in balancing multiple projects and efficiently meeting goals in a fast-paced environment, • Ability to successfully partner and communicate with all levels of an organization, • Ability to collaborate and communicate effectively with business management, investment professionals and portfolio companies and a demonstrated ability to influence and impact the business, • Strong interpersonal skills and ability to forge relationships resulting in successful partnerships, • Strong negotiation skills, business acumen and customer focused, • Confident communicator; able to present and argue a point concisely and deal positively with conflicting views, • Ability to work independently as well as on a team Education: • Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for advising on operational improvements, a high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at jgoldberg@jharlan.com or directly contact us at (212) 792-0099 About the Client: The firm is a New York-based, private credit investment firm managing $8+ billion of assets under management inclusive of Special Situations, Sponsored, and Growth direct lending opportunities. Providing bespoke credit solutions to stakeholders and management teams of U.S. middle market companies requiring capital support for growth, acquisitions, operational challenges and financial distress. The firm believes that what sets it apart from the competition is the strength of its team, its sourcing capabilities, its focus on unique credits, and its ability to deliver bespoke solutions quickly and efficiently, while generating attractive risk adjusted returns for investors. The firm was founded in 2017 with the objective of providing financing to primarily middle market business that operate in North America. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the big picture of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients. SALARY RANGE: - Expected base salary for this position is between $200,000 and $250,000. However, base pay if hired will be determined commensurate with experience and is only a part of the total compensation package which includes eligibility for a discretionary bonus and a robust benefits package

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Since 2019, Oppenheimer’s ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients. Position available for immediate hire. Job Description Our Equity Capital Markets team is actively looking for a Director / VP for our New York office. The candidate will be working closely with senior members of our active Industry Groups to originate and execute equity and equity-linked transactions. This role will primarily focus on the Technology, Consumer, FIG and Industrials sectors. Responsibilities: • Origination and execution of transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, SPACs and Private Placements, • Expand and develop client relationships with key institutional investors including mutual funds, hedge funds and family offices, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Lead pitch drafting as well as transaction marketing documents, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • Demonstrate a commitment to the group’s success on new opportunities, mandates and overall growth, • Management, training and stewardship of analysts and associates Qualifications: • Must have 3-5 years of experience in ECM, primarily execution, • SPAC experience preferred, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred, • SIE, Series 63, 79 FINRA registrations required at time of hiring or shortly thereafter Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $190,000.00 - $220,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Chief Technology Officer April 2026 About NYC Kids RISE NYC Kids RISE is a nonprofit organization working with the City of New York and the NYC Department of Education to manage the Save for College Program (the Program). Through the Program, eligible students enrolled in an NYC public school (including participating charter schools), starting in kindergarten, automatically receive a free NYC Scholarship Account with an initial allocation of $100 by NYC Kids RISE on their behalf, invested in a NY 529 Direct Plan, and opportunities to receive additional rewards over time. Their families can open and connect their own college savings account on their child’s behalf, and communities can contribute to groups of these NYC Scholarship Accounts as both a targeted and universal platform for community-driven asset-building in every neighborhood. This approach draws from a variety of best practices and disciplines across the fields of asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, collective impact, and more. Read more about NYC Kids RISE and the Save for College Program and listen to stories from partners who helped build the platform during its pilot phase from 2017 to 2022. You can also view recent articles in Fast Company, the Wall Street Journal, and the NYCHA Journal; and read more about NYC Kids RISE theory of change in a report by the Urban Institute. After a successful pilot phase in the communities of School District 30 in Queens, NYC Kids RISE Save for College Program expanded citywide during the 2021-2022 school year. This 2025-2026 school year, there are approximately 380,000 students participating in the Program have an NYC Scholarship Account for their educational futures. Position Summary As a universal community driven wealth-building platform for New York City neighborhoods, the Save for College Program is underpinned by a technology and data platform that combines: • A family-facing portal that must meet the needs of NYC’s diverse families across languages, computer capabilities, familiarity with financial products, traditions, and levels of trust in government and nonprofit institutions; and, • A back-end record-keeping system that integrates educational, financial, and other programmatic data from across public and private agencies., among others. The effectiveness of this technology platform as an accessible and user-friendly public-facing resource for, ultimately, every NYC public school family--and as secure and efficient record-keeping and CRM system for NYC Kids RISE and its partners--has played and and will continue to play a critical role in the Save for College Program’s day-to-day operations and long-term impact. As a data-driven organization, NYC Kids RISE’s operation largely depends on the processing, manipulation, analysis and tracking/reporting of programmatic data housed within its technology systems. This data serves also as the foundation for the organization’s performance management and related project management systems. Chief Technology Officer NYC Kids RISE seeks a creative, entrepreneurial, visionary, and experienced leader and manager to serve as the organization’s first Chief Technology Officer. This person will be charged with overseeing and setting the longer-term vision for the Save for College Program’s data and information systems as well as overseeing cybersecurity practices. They will also be rolling up their sleeves and playing a hands-on role in implementation with the team and other external vendors. Ideal candidates will have a passion for managing teams that build and maintain sustainable, scalable data, technology and project management solutions and designing excellent, easy-to-use products for and in partnership with diverse users. The Chief will collaborate with internal and external stakeholders, including NYC Public Schools, consultants, school staff, community organizations, other City and State agencies, financial institutions, and participating families to ensure state-of-the-art usability, design, functionality, and sustainability of the Save for College Program’s platform for both its current user base (~380,000 families) and its projected future user base (~1 million Program participants across every NYC public school). Key Responsibilities include but are not limited to: Technology Product Vision and Leadership • Product owner for the Outcome Tracker platform (a customized version of a software platform provided by a third-party vendor, which serves as the Program’s main technology system), ensuring both day-to-day functionality and continuous improvement in alignment with a bold programmatic vision;, • Leader on expanded and integrated product development and vision for the organization, as it relates to Program participant-facing technology and platforms; Information Technology Operations • Oversee projects and initiatives related to the organization’s technology infrastructure and ongoing investments, including software, hardware, and related services. This work includes evaluation, recommendation / selection, and coordination of services related to the launch of new technologies and key updates of existing technology when necessary. This will involve collaborating with a team of external vendors, consultants, software providers, and security advisors. Critical upcoming projects include an organization wide CRM and a student facing web portal;, • Define project metrics and ROI goals for initiatives, track performance post delivery, and communicate product performance regularly with stakeholders;, • Recommend, oversee and implement technology solutions and supportive policies that match the bold vision and fulfill the potential of the Save for College Program as a universal community-driven wealth building platform for New York City neighborhoods including the effective and secure uses of Artificial Intelligence across both product development and operational and programmatic functions within NYC Kids RISE.Cybersecurity Leadership, • Lead cybersecurity infrastructure, technology, training and key initiatives for the organization in collaboration with an outsourced vCISO firm., • Oversee data infrastructure, record-keeping systems and other back-end infrastructure to support data security and privacy, operational efficiency, and programmatic impact;, • Ensure proactive engagement of appropriate internal and external stakeholders on cybersecurity initiatives and regular routines. This includes the coordination of tabletop exercises, NIST assessments, regular stakeholder meetings with public body and technology partners, as well as regular meetings with vCISO stakeholders to support momentum on active cybersecurity projects. Data Operations and Analytics, • Oversee the evolution of NYC Kids RISE data systems and architecture ensuring it develops to meet the organization’s growing programmatic needs while maintaining the highest levels of cybersecurity;, • Oversee the data operations and analytics team, and provide strategic direction on all related data operations and analytics projects;, • Support the integration of Tableau within and across the organization;, • Lead in the continuous learning, improvement, impact, and knowledge sharing for the entire NYC Kids RISE team;Team Management & Organizational Development, • Supervise, coach, and support direct reports to manage day-to-day operations and long-term projects across operational technology, product development, and data / analytics., • Drive strategy and manage relationships with the organization’s data technology partners and key stakeholders, including NYC Public Schools and the City of New York., • In collaboration with vendors and public partners, both lead and support key processes related to security accreditation and review, ongoing monitoring, data sharing and reconciliation efforts, product support and enhancements, and internal processes related to the underlying technology related to the Save for College Program., • Serve as an active member of the Executive Team, providing strategic input, leadership, and hands-on support with cross-functional initiatives as needed., • Along with all NYC Kids RISE employees, maintain, and support other staff and volunteers to maintain strict adherence to NYC Kids RISE data security and privacy policies; remaining vigilant on the ways in which NYC Kids RISE can continue to protect confidential information (including Student and Family Data); identify vulnerabilities, and proactively problem solve to improve controls and practices, • Along with all NYC Kids RISE employees, participate and share in the organization’s work to advance racial equity and anti-oppression in the organization’s and program’s operations and practices; proactively identify opportunities to advance the development of an anti-racist organization; share and solicit ongoing feedback and conversations to advance this work Qualifications, • 12+ years of related technology leadership experience, including 8+ years minimum in managing people and teams. At least two years of experience in senior or executive leadership, with C-level experience strongly preferred., • Demonstrated experience overseeing diverse, relevant technology portfolio areas in a fast-paced, entrepreneurial environment, including technology, product leadership, and cybersecurity., • Proven experience developing and scaling online products and managing in-house and contracted resources to meet product development milestones, • A clear understanding of user experience and SaaS metrics, with attention to metrics around digital equity, • A practical understanding of AI and automation tools; a practical understanding of how these tools can be identified and deployed to improve operational workflows, and a deep understanding of privacy and security considerations when exploring AI functionality, • Proven ability to work cross-functionally and manage multiple complex, interdisciplinary projects through full project lifecycle;, • Proven project and people manager, highly organized, strong attention to detail; ability to manage many concurrent projects with a clear sense of priorities and the ability to identify and communicate tradeoffs, • Ability to work with people from a variety of backgrounds;, • Adaptable, flexible and effective problem solver in fast-paced settings; Ability to collaborate, build consensus, deliver, and drive technical decisions with various sized stakeholder groups;, • Superb communication and relationship building skills, ability to translate complex information to diverse audiences; Ability to translate technical concepts and solutions to non-technical and executive audiences;, • Experience leading product teams and managing external vendors;, • Excellent interpersonal and customer service skills required. Ability to work cooperatively, sensitively, and tactfully,, • Demonstrated interest in and commitment to increasing economic opportunities and long-term financial security for low-income New York City families and neighborhoods; NYC Kids RISE currently maintains a hybrid work environment where staff work both from home and in the office, as determined by the staff member's preferences as well as the needs of our organization and the specific responsibilities of individual roles and teams. Our offices are based in Long Island City (Queens, NY). To apply, please apply via the online application link. Questions can be directed to Ashley Bourgeois (abourgeois@nyckidsrise.org). The salary range for this position is $200,000 to $250,000. NYC Kids Rise is an Equal Opportunity Employer. We do not discriminate in employment on the basis of basis of gender, religion, race, creed, color, national origin, citizenship status, age, disability, marital status, caregiver status, sexual orientation, gender identity or expression, military status, unemployed status, or any other characteristic protected by law. Powered by JazzHR L5iLYbV6GG

Job Description About Antler Antler is where founders come to go further, faster. Antler is the world’s most active early-stage investor, backing exceptional people at the very start of their journey — and supporting them from inception to scale. Across 27 cities worldwide—including New York, San Francisco, London, Berlin, Bangalore, Singapore, Seoul, and Sydney—the firm helps founders remove the barriers to building by connecting them with world-class peers, validating business models, and providing initial capital. For founders who go on to build breakout companies, Antler Elevate—the firm’s flagship, emerging growth fund—invests beyond the early stages. To date, Antler has backed more than 1,900 startups globally across a wide range of industries and technologies with the goal of backing more than 6,400 by 2030. Antler runs a highly structured and thorough due diligence process to assess early-stage opportunities at scale. Through Antler’s structured investment approach, Antler gains a deep understanding of their strengths, scale of ambition, grit, and passion. A global network of advisors and domain experts helps further validate their business models, giving unique insights into founders’ potential. Antler is backed by institutional investors, including asset managers, life insurance companies, sovereign wealth funds, wealth managers, alongside unicorn founders and family offices. The board is co-chaired by Sheila Patel, former Chairman of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA Chair of McKinsey, and the advisory board includes James Anderson, Chairman of Kinnevik and former co-manager of the Scottish Mortgage Investment Trust at Baillie Gifford; Peter Harrison, former CEO of Schroders; Ken Hitchner, former Chairman and CEO of Goldman Sachs APAC; Nancy Zimmerman, Co-founder and Managing Partner of Bracebridge Capital; David Fischer, former Chief Revenue Officer at Facebook; Todd Ruppert, former CEO of T. Rowe Price Intl and former Y Combinator Partner and serial entrepreneur Aaron Harris. North America is a critical growth market for Antler, both as a source of world-class founders and as a key LP fundraising geography. The firm is now investing meaningfully in its North American capital formation capabilities to match the scale of its global ambition. The Role This is a foundational hire and pivotal moment for Antler in North America. We are looking for a Head of Capital Formation to own and scale fundraising across the region - leading institutional capital raising while helping shape the next phase of Antler’s platform. This is not a stewardship role; it is a build role. You will lead fundraising across institutional LPs, family offices, and strategic investors, driving commitments into Antler’s global fund platform. At its core, this is a senior sales leadership position - combining relationship depth, execution intensity, and meaningful strategic ownership. You will be Antler’s most senior capital markets leader in North America, partnering directly with our global Managing Partners to set and execute regional fundraising strategy, open new investor channels, and convert momentum into closed capital. This role will suit someone coming from a senior capital formation or distribution background within asset management who is excited to trade infrastructure for impact. You won’t inherit a large team, a polished machine, or layers of support - you will help build them. Expect to be deeply in the work: originating, pitching, travelling lean, and closing. You will build and lead a small, high-performing capital team, setting the tone for a culture defined by ownership, rigour, performance and accountability. The right candidate brings: • an established North American institutional LP network, • a track record of closing complex fund commitments, • and the entrepreneurial mindset to operate at senior level without corporate scaffolding Key Responsibilities 1. Capital Raising & Origination (Core Sales Function) • Lead and deliver against North America fundraising targets across Antler's fund suite, including flagship regional and global vehicles, thematic strategies, and co-investment opportunities., • Manage the full fundraising cycle from prospecting and origination through qualification, pitching, due diligence management, and close., • Build and maintain a high-quality, well-segmented pipeline of institutional investors, endowments, foundations, pension funds, family offices, sovereign wealth funds, and strategic corporates suited to Antler's fund products., • Lead term negotiation and closing processes, including side letters, subscription documentation, and partnership structuring where required., • Establish and convert strategic LP partnerships that expand Antler's footprint and distribution capabilities in the region., • Provide a clear, data-driven view of the NA fundraising pipeline, reporting regularly to global Capital Team leadership on progress, risks, and opportunities. 1. Investor Relations & External Representation • Serve as the primary relationship owner for North American LPs across the full investor lifecycle — from prospecting through ongoing stewardship., • Maintain consistent, high-quality engagement, ensuring Antler remains top-of-mind and investors are well-informed on fund performance, portfolio developments, and strategic direction., • Represent Antler externally at investor meetings, industry forums, conferences, panels, and other targeted events, acting as a credible and authoritative voice on early-stage venture, emerging managers, and private markets., • Expand Antler’s reach by building and leveraging a network of advisors, gatekeepers, consultants, and other capital market intermediaries., • Act as a brand ambassador for Antler’s mission, investment thesis, and portfolio — translating complex strategies into clear, differentiated narratives that engage prospective LPs. 1. Team Leadership & Management • Build, lead and develop a team of 3+ Capital professionals in North America, setting clear targets, priorities, and performance standards., • Foster a high-performance, collaborative team culture aligned with Antler's global values and the professionalism expected of a world-class capital markets function., • Actively coach and mentor team members, supporting career development and technical skill-building in fundraising, LP relations, and deal structuring., • Allocate coverage responsibilities and manage team workflow to ensure the LP pipeline is efficiently worked, and no relationship falls through the cracks., • Work collaboratively with global Capital Team colleagues to share intelligence, align on messaging, and contribute to a One-Antler approach to fundraising., • Balance strategic oversight with active participation in day-to-day fundraising execution. 1. Product Strategy & Market Insight • Partner with global Managing Partners and the Capital Team to influence design and positioning of fund products that resonate with North American LPs and enable Antler to continue to scale., • Translate LP feedback into actionable input for fund design, structuring, and commercial strategy., • Support the development of compelling pitch materials, fund documentation, data rooms, and LP due diligence responses in collaboration with the IR, Legal, and Finance teams., • Identify opportunities for new partnerships, structures, or distribution channels that support Antler’s broader commercial strategy and long-term growth. 1. Investor Relations Platform & Infrastructure • Influence Antler’s capital formation infrastructure, including the adoption of pipeline management and CRM tools, and reporting discipline., • Introduce best practices from institutional asset management environments while adapting them to a fast-growing global platform., • Partner cross-functionally to strengthen systems, processes, and operational scalability as fundraising activity expands. Candidate Profile Background & Experience We expect candidates to come from a senior capital formation, distribution, or fundraising leadership role within institutional asset management, private markets, or alternatives investing. Your background will include: • Significant experience raising institutional capital across North America, ideally spanning venture capital, private equity, growth equity, or a global multi-asset platform., • A demonstrated history of originating and closing fund commitments directly with institutional LPs and sophisticated family offices., • Deep, active relationships across the North American allocator ecosystem, including pensions, endowments, foundations, consultants, fund-of-funds, family offices, and strategic investors., • Experience leading or building capital formation teams and operating as a senior representative of your firm in the market., • Familiarity with venture or early-stage investing structures is helpful. Experience in closed-end blind pool vehicles, co-investment structures, and evergreen or open-ended products, is also a strong advantage. Skills & Capabilities - What you’ll bring This role requires strong commercial and execution capability. You will demonstrate: • Credibility and presence with sophisticated institutional investors, combined with a highly commercial mindset., • Strong commercial instinct and fundraising judgement — able to listen to LP needs, adapt product narratives, and manage objections with nuance and conviction., • Fluency with fund performance analysis, portfolio construction discussions, and institutional due diligence expectations., • A leadership style that develops strong teams while maintaining personal accountability for outcomes., • Able to operate autonomously in a busy, high-velocity environment — you’ll be organised and able to personally manage relationships, processes, and priorities from first meeting through close. Operating Style & Personal Attributes Antler combines institutional capital formation with a builder mindset. The individuals who succeed here have: • An entrepreneurial mindset — comfortable operating in a fast-growing, globally distributed organisation where priorities evolve and opportunities emerge quickly., • Strong personal ownership — self-directed, proactive, and accountable for outcomes, with the ability to move work forward without extensive structure or oversight., • A collaborative instinct — sharing market intelligence openly, working across regions, and contributing to a genuinely global capital formation effort rather than operating in silos., • Intellectual curiosity about venture and innovation — genuine interest in early-stage investing, founders, and emerging technology ecosystems., • Pragmatism and adaptability — equally comfortable representing Antler in a CIO meeting or rolling up sleeves to progress a process internally. Location: Based in, or willing to relocate to, a major North American financial centre (New York or San Fran preferred), with flexibility for frequent regional and international travel. Why Antler Antler offers a rare combination: the reach and operational infrastructure of a global firm with the culture and energy of a founder-led business. This role represents a genuine opportunity to shape the North American capital formation function at a pivotal moment in the firm's growth trajectory. What makes Antler compelling: • A genuine platform-building opportunity. You will shape Antler’s North American capital formation effort from an early stage, with direct influence on strategy, product positioning, and investor outcomes., • Institutional ambition with entrepreneurial pace. Antler combines global scale and sophisticated LP access with a lean operating model that rewards ownership, speed, and initiative., • A differentiated investment story. Antler backs exceptional founders at inception, creating exposure to the earliest point in the company lifecycle and offering LPs access to a distinctive, globally scaled venture platform., • Breadth of opportunity in a global team. Multiple fund vehicles and geographies create depth in the conversation with investors and a platform that can evolve with market demand., • High autonomy, high visibility. You will work closely with global leadership and have meaningful influence over how Antler presents itself to the market and raises capital in North America., • A mission with substance. Every commitment raised helps back the next generation of companies, founders, and technologies — with tangible impact beyond financial returns. Powered by JazzHR 7pjSykNh7z

Job DescriptionTravel Manager Midtown, New York On Target First-Year Earnings: $150,000 ($100k base + $50k uncapped bonus, generated from commission on member spend and multiplier from personal contribution to Aurora's growth) Meaningful early equity In office with flexible remote days About Aurora Aurora is the AI-Native Lifestyle Operating System for human flourishing in a world of AI slop, inefficiency, and noise. We believe that time is the only currency that matters. So, we're on a mission to help you make the most of every minute of your life. Stronger connections with your family and friends. Experiences and adventures that transform who you are. Building the perfect physical and mental temple of health. Consumer technology was supposed to give us leverage. To make it easier to find the right restaurant, the right trip, the right doctor. Instead, every major platform today is optimized against the person using it: more scrolling, more ads, more engagement loops. You have infinite choice and zero clarity. We exist to reverse that. Aurora takes millions of data points about you and about the world and finds the one thing that is right for you, at the right time. Our members — needle-moving tier-1 founders, executives, and athletes — use Aurora to navigate travel, health, dining, experiences, and premium goods with the kind of judgment that used to require a team of people who'd known you for years. Over half use it every single day, 95% every week, and in our first 6 months, member spend & engagement is outperforming industry benchmarks by 5×. Aurora is backed and chaired by Alex Macdonald, the most successful founder in this category, and has raised >$5M from experienced operators and tier-1 investors. We are now expanding the Member Experience Team as we scale the product and the member base. Aurora is built in person from our offices in London, New York, and Los Angeles, with flexible remote days. The Aurora Travel Manager Fed up with outdated systems (email, SMS, WhatsApp, Salesforce) and slow-moving bureaucracy? Looking to scale your knowledge, network, and ambition while helping build a global product? Want hands-on exposure to next-generation product and AI - and meaningful equity ownership in a multi-billion-dollar opportunity? Excited to work alongside a team of ultra-high-performance, founder-type operators? Our core team of 20 is seeking a full-time Travel Manager to join Aurora’s Member Experience Team. In this role, you’ll work directly with our founding travel team and our proprietary AI operating system, Astra, to shape and elevate Aurora’s global member experience - with a primary focus on delivering exceptional, high-touch travel for our members. What you’ll do Deliver high-touch travel execution for a global, ultra-high-performance membership base Own functions across travel, lifestyle, product, and operations - building rare, compounding career capital based around travel Develop and manage partnerships with top-tier industry operators and insider contacts Participate in a minimum of two high-budget FAM trips, deepening on-the-ground knowledge and expanding Aurora’s global network This role reports directly to Aurora’s Co-Founder & COO and has clear potential to grow rapidly into a leadership position spanning Travel, Member Experience, Business Operations, and Growth. Our team operates on structured, shared shifts across London, New York, and Los Angeles, enabling true 24/7 service for a global clientele. If you’re looking for ownership, velocity, and the chance to help define the future of premium travel and lifestyle management, this role is designed for you. Our Principles We’re a team of tier-1 backed and exited operators united our five core principles: • We seek truth, • We are high-leverage, • We are courageous, • We are owners, • We believe impossible is an attitude Why Aurora: High Leverage Service the world’s most ambitious individuals and organizations - empowering them to compound their time, relationships, and global impact. Cutting-Edge AI Take advantage of technology. Work hands-on with a next-generation AI system redefining travel & lifestyle management at the highest level, spanning context, recommendation, orchestration, and execution, allowing you to spend more time curating and less time copy and pasting. Generationally Defining Play a foundational role in building the future of travel & lifestyle management - a $100bn opportunity at the intersection of technology, travel, and longevity. About the Founders Aurora was founded in 2024 by: • Jonah Lowenstein, previously backed by leading investors and operators behind Facebook, Spotify, and Venmo, • Aurelius Zwick, founded his first business at 16 years old and won the UK's largest young entrepreneurship competition at 17 years old, • Dmitry Ogurtsov, 15 years experience building foudnational architecture - previously former Director of Engineering at Workbounce, a conversational AI company acquired by ZoomInfo Aurora's first investor and chairman is Alex Macdonald, founder of premium digital concierge Velocity Black, acquired by Capital One for $300M. To date we've raised >$5M from Tier-1 investors and operators, including the founder of Cleo, Quadpay, early investors in Supercell and Deliveroo, the President of VistaJet, and tier-1 athletes from the Premier League and NBA, including Kevin Love and Kyle Kuzma. Requirements Key Responsibilities: • Work alongside our AI operating system, Astra, to curate and flawlessly execute exceptional travel experiences for Aurora’s global membership base, • Build and manage relationships with top-tier travel partners, including boutique hotels, ultra-luxury resorts, private charter providers, premium DMCs, niche insider operators, elite destination specialists, and private accommodation suppliers, • Contribute to building Aurora's operational infrastructure: owning travel & lifestyle functions end-to-end, spanning systems building, operational execution, and core commercial workflows, • Attend high-touch FAM trips, expanding your on-the-ground knowledge and strengthening Aurora’s global hospitality and insider network, • Contribute to member servicing across Aurora’s core verticals, deepening your expertise in longevity & wellness, experiences & entertainment, luxury goods & gifts, and dining, • Procure and operationalize unique insights into global travel trends, destinations, and high-end hospitality, ensuring Aurora consistently stays ahead of market knowledge and member expectations, • Provide front-line intelligence and feedback to product and engineering, helping shape and evolve Aurora’s proprietary AI systems and overall product quality Who You Are: • 2+ years’ experience servicing high-performance individuals in luxury or bespoke travel, • Deeply passionate about curating exceptional travel, from bespoke adventure itineraries to ultra-private, premium escapes, • Frustrated by outdated tools and slow bureaucracy - you want to build and operate with modern systems and high velocity, • Motivated to scale your knowledge, network, and impact, contributing to a global business you genuinely own a piece of, alongside other ultra-high-performance entrepreneurs, • Courageous by nature, with a firm belief that “impossible” is an attitude - and that rapid progression and outsized rewards follow exceptional work, • An owner at heart: you proactively drive projects end-to-end and don’t stop until the objective is fully achieved, • Eager to expand your mastery of the premium lifestyle ecosystem, spanning dining, experiences, wellness, and luxury goods, • Prepared for a high-intensity role, with the stamina and standards required to serve the world’s highest performers at an exceptional level Benefits • Allocated FAM days with a sizable budget, and access to industry events, • Competitive salary with uncapped performance-based bonus, • Outsized customer referral incentives, • Founding stock options package, • Flexible remote days, • Organized site visits to top hotels for continual property knowledge development, • Lifestyle access perks and access to exclusive events & Aurora services, • Whoop or Oura Ring on us, • $2,000 annual education budget, • Longevity subscription, • Whatever tech you need to do your best work, • Generous parental leave, • Comprehensive health benefits, with 90% coverage, including dental and vision

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 9fin’s team of financial journalists is looking for the newest member of the Investment Grade team, a hungry reporter who can hit the ground running in a fast-moving, opaque and complex financial market. You’ll be expected to have basic market knowledge but more importantly, be adept at building out your own source base and delivering market-moving insights and scoops. You will be given full support to develop into the role and learn about this highly specialized market that 9fin covers. Candidates should have experience and a firm grip on newsgathering, source building, writing, and interviewing skills. Every day is different, but here’s an example of the kind of things you’ll work on: Source-building with bankers, investors, traders, lawyers and other key players in the credit markets Writing quick news stories while balancing investigative pieces covering market trends Working with other members of our team of US- and UK-based journalists to confirm information and produce collaborative content Attending conferences, briefings, and other occasions to build and maintain source relationships Receiving formal and informal training in interviewing, source-building, news writing, media law and financial markets About You If you are a reporter working in the world of credit markets, specifically with experience covering Investment Grade companies, and have the following attributes, we are interested in hearing from you: Have experience in developing, reporting and writing stories for publication Wish to join a rapidly-growing platform, winning market share, and attracting high-quality readership from financial professionals An interest in finance, economics, markets, and understanding of basic concepts and terminology Proven experience covering fixed income markets (IG, HY, Loans, CLOs and/or ABS) is a plus Can work independently, with high accuracy and attention to detail Have a desire to build strong sourcing relationships across finance professionals and embed deeply as a crucial part of the market Can write concise and fluent English, making technical topics accessible and engaging Have ambitions to carve out a coverage area and build your own reputation as a financial journalist 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 Competitive Salary: $100,000-$140,000 (depending on experience) Equity 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 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.

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

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 Strategy Consultant (TMT), • $130,000–$150,000 + bonus, • New York | Hybrid model | Travel ≈ 20% We’re working with a global strategy consultancy expanding its high-performing team into the US market. Known for its entrepreneurial culture and international presence, this firm delivers tailored insights across TMT, energy, transport, and financial services. With deep expertise in M&A and corporate strategy, they empower clients worldwide they are experiencing strong growth in the US. This is an exciting growth hire as our client builds out its US capability. With an established client list already in place and growing demand across the telecom sector, there’s now room for a strategic mind ready to shape deals, challenge assumptions, and thrive in a high-impact role. The Senior Strategy Consultant will support clients on M&A strategy and performance improvement, working directly with senior stakeholders across global telecom, media, and tech portfolios. The Senior Strategy Consultant will: – Lead and deliver strategic projects across commercial due diligence, value creation, and post-merger integration – Build complex financial models and evaluate key investment levers across broadband, data centres, and towers – Work closely with international teams to deliver data-led insight and overnight support – Translate analytical findings into clear, compelling client presentations – Shape deliverables that drive real business decisions in the private equity and infrastructure space You will need: – 3+ experience in strategy consulting, strategic planning, or private equity, ideally TMT-focused – Familiarity with telecom business models and asset classes (broadband, towers, data centres) – Corporate finance and modelling skills (DCF, WACC, P&L fluency) – Strong communication and presentation abilities – A sharp, curious mind with a self-starter mentality and high professional standards Why you’ll love it: – High-profile projects with global PE funds, banks, and TMT operators – Rapid career progression with hands-on mentorship – Action-focused, low-hierarchy culture with real autonomy – Health, dental, vision + 401(k) match, generous PTO, and parental leave – Mobile stipend, hybrid flexibility, and minimal travel Due to a high number of applicants, we are only able to respond to successful candidates

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

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.

Boutique consulting firm in NYC is hiring a Senior Vice President of Strategy to lead a consulting team. This role is 5 days onsite. Responsibilities: • Developing issue sets to focus the hypothesized scope of engagements and transitioning them into comprehensive teamwork plans, • Efficiently managing firm and client resources within compressed timeframes while adapting to evolving engagement needs, • Guiding teams in data collection, synthesis, analysis, and conducting interviews with clients and third parties, • Developing hypothetical solutions, testing alternative scenarios, and forming fact-based actionable recommendations, • Structuring and creating compelling, message-driven written deliverables for clients, • Conducting client presentations and fostering constructive dialogue around conclusions and recommendations, • Building strong relationships with private equity and portfolio company clients, • Participating in proposal development efforts, • Taking a leadership role in firm growth through knowledge development, mentoring junior team members, business development, and recruiting Desired Qualifications / Experience / Skills • MBA and BS/BA in Engineering, Economics, or similar quantitative field from a top-tier institution, • 2–5 years post-MBA experience in a top-tier strategy consulting firm with focus on due diligence and growth strategy assignments across consumer & retail, industrials, services, infrastructure, healthcare, or technology, • 3+ years pre-MBA experience in strategy/operations consulting, corporate roles, investment banking, or private equity, • Deep understanding of market, financial, operational, and organizational business concepts, • Significant primary research experience including survey development and conducting interviews to gain market insights, • Strong analytical capabilities including bottom-up market sizing models for niche markets

About the Firm A market-leading direct lender and experienced private credit manager specializing in financing solutions for companies backed by private equity sponsors. Hybrid schedule of 3x per week in office. About the Role The Compensation Manager serves as a subject matter expert supporting the design, execution, and ongoing governance of the firm's compensation programs. The seat sits within a tight-knit Strategic Accounting & Finance group and partners closely with cross-functional teams to deliver market-competitive, equitable, and compliant compensation solutions. The ideal candidate brings strong analytical rigor, sound judgment, and the ability to operate effectively in a complex, fast-paced environment. Key Responsibilities • Lead execution of annual and mid-year compensation cycles including project management, data integrity, reporting, and system administration, • Provide compensation recommendations across client groups for new hires, promotions, and associated pay adjustments using market data and internal equity principles, • Conduct in-depth benchmarking and job matching to ensure ongoing market competitiveness across roles and geographies, • Ensure compliance with applicable federal and state employment statutes; stay current on compensation-related legislation and trends, • Perform pay equity analyses and support remediation efforts as organizational needs evolve, • Partner closely with the Payroll team to ensure timely and accurate payment and tracking, • Research and respond to compensation-related requests from employees, Finance, and HR, • Conduct ad-hoc compensation and budget analyses Qualifications • Bachelor's degree in Business, Finance, Mathematics, or related field, • 6+ years of experience on a Compensation or Total Rewards team - financial services industry experience required, • Experience with Beqom preferred Compensation & Benefits Competitive base salary plus performance bonus. Benefits include 401(k) match, generous PTO, comprehensive medical/dental/vision (largely employer-covered), parental leave, fertility and family planning programs, concierge medical services, financial planning support, and firm-sponsored gym memberships.

Overview Haptiq is an AI-native enterprise solutions company with purpose-built technology for public & private companies, governments, institutions, asset managers and family offices. With headquarters in New York City and four global offices, Haptiq is supported by more than 300 engineers and delivery professionals across the globe. By centralizing and unifying data, automating workflows, and surfacing predictive insights, Haptiq enables organizations to scale operational excellence and generate alpha across complex enterprise environments. The Opportunity We are seeking a highly strategic and execution-focused Chief Operating Officer (COO) to lead and scale our day-to-day operations. As the COO, you are the architect of our execution. While the CEO focuses on the "why" and the long-term vision, you own the "how." You will translate our ambitious roadmap into a scalable operational reality, ensuring every department, from Engineering to Customer Success, is aligned, efficient, and hitting its KPIs. This role requires a strong operator who can balance high-level strategy with hands-on execution in a fast-paced environment. Responsibilities and Duties • Operational Scaling: Design and implement business processes that allow the company to scale 2x–5x without breaking., • Strategic Alignment: Partner with the CEO to refine the corporate strategy and ensure it is communicated and executed across all teams., • Cross-Functional Leadership: Break down silos between Product, Sales, Marketing, Engineering, HR, and Finance to ensure a unified engine., • Performance Management: Establish and track OKRs and internal metrics to measure the health of both the business and key functional units., • Customer Operations: You will directly own customer success, support, and implementation teams, ensuring our customer experience is top-notch, • Culture & Talent: Work with HR to build a high-performance culture, focusing on talent retention and leadership development during rapid growth., • Capital & Resource Allocation: Oversee budgeting and resource planning to ensure we are investing in the right high-leverage areas., • Lead the development and implementation of a scalable professional services function, ensuring high-quality delivery, operational efficiency, and alignment with customer success and business objectives What We’re Looking For • The "Scaler" Experience: You’ve likely been a COO at a tech startup that grew from Series B to D, or you’ve managed a significant business unit in a larger tech firm., • Data-Driven DNA: You don't just "feel" how the business is doing; you use data to diagnose bottlenecks and forecast growth., • The "Chief Peacemaker": You have the emotional intelligence to manage strong personalities and align conflicting departmental goals., • Tech-Fluent: You understand the software development lifecycle (SDLC) and how SaaS/Product-led growth models work., • Action-Oriented: You prefer a "done" over "perfect" mindset and thrive in the chaos of a fast-moving environment. Requirements • 8–15+ years of experience in operations, strategy, consulting, or general management, • Proven experience in a leadership role as a COO, • Strong track record of scaling operations in a high-growth environment (startup or tech preferred), • Deep understanding of business metrics, financial modeling, and performance management, • Exceptional project management and organizational skills, • Strong communication and stakeholder management skills, • Experience in running and growing professional services., • Experience working cross-functionally with Product, Engineering, and Commercial teams Pluses • MBA or equivalent experience, • Experience in technology organizations, preferably in SaaS and/or AI, • Experience with global teams and distributed work environments, • Background in PE-backed companies or working with investors/board members Benefits • Flexible work arrangements (including hybrid mode), • Great Paid Time Off (PTO) policy, • Comprehensive benefits package (Medical / Dental / Vision / Disability / Life), • Healthcare and Dependent Care Flexible Spending Accounts (FSAs), • 401(k) retirement plan, • Access to HSA-compatible plans, • Pre-tax commuter benefits, • Employee Assistance Program (EAP), • Opportunities for professional growth and development., • A supportive, dynamic, and inclusive work environment. Why Join Us? We value creative problem solvers who learn fast, work well in an open and diverse environment, and enjoy pushing the bar for success ever higher. We do work hard, but we also choose to have fun while doing it. The annual compensation range for this role is $290,000 - $320,000 USD. This position is eligible for both bonus and equity compensation.

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 We are seeking to bring in an associate for our top-tier NY client with client-facing experience in consulting, investment banking, or private equity. This is a strategy role, not a modeling seat, focused on evaluating PE market opportunities, assessing transactional trends, and supporting senior leadership across initiatives tied to mid-market through megafund sponsors. The role will work on high-visibility projects, develop clear strategic perspectives, and drive execution across cross-functional workstreams. The role requires disciplined thinking, strong communication skills, and the ability to produce high-quality analytical work product, briefing materials, and executive presentations that support clear decision-making. This is a strategy role; this role does not involve modeling. Candidates should have 2–4 years of experience in a client-facing advisory role, a demonstrated ability to structure complex problems, and familiarity with the private equity ecosystem. Strong presentation skills and comfort operating at the executive level are essential. This role offers direct exposure to firm leadership, a broad view of strategic decision-making, and a defined path for long-term growth within the strategy organization. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 • Break down ambiguous, high stakes business questions using structured, consulting style analytical frameworks., • Conduct strategic assessments of market dynamics, competitive positioning, and growth vectors relevant to private equity and financial sponsor ecosystems., • Develop polished, leadership ready deliverables such as executive presentations, strategic narratives, and stakeholder briefing documents., • Own the cadence and coordination of cross functional strategic initiatives, including workstream tracking, stakeholder follow through, and milestone accountability., • Synthesize industry trends and internal performance data into clear, decision ready insights for senior leaders., • Collaborate directly with firm leadership on enterprise wide transformation and operational excellence programs. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • Bachelor's degree with 2 to 4 years of professional experience in management consulting, investment banking, or a strategy oriented function within private equity or financial services., • Proven ability to apply rigorous, hypothesis driven problem solving to complex business challenges., • Exceptional skill in crafting executive level communications, building compelling PowerPoint narratives, and developing presentation materials from scratch., • Hands on experience with due diligence workflows, organizational transformation, or initiative management spanning multiple stakeholders and timelines., • Exposure to, or genuine enthusiasm for, the private equity and broader financial services landscape., • Track record of top tier performance evaluations and the ability to thrive in demanding, results oriented settings.

Executive Assistant to C-Suite Executive / Office Manager Our client, a top financial services firm, is seeking to add an EA with expertise supporting executives within industry (private equity / financial services) to support the CEO and general office function. This person will play a pivotal role in partnership support, and will focus on solving complex problems, driving pragmatic solutions, and creating value while supporting a top senior executive. If you're seeking a chance to step out of your comfort zone and cultivate relationships with senior leadership while empowering others to exceed their potential, then you're the kind of professional we're looking for. Responsibilities: • Manage calendar, travel, and daily scheduling for C-suite executives, • Handle expense reporting and processing, • Manage client expectations, project deliverables, and deadlines as the mouthpiece for the C suite, • Manage general office and facilities support, • Participate in firm-building activities, including training, office management, and event planning where needed, • Must be willing to come into our location office 5 days a week Experience / Qualifications: • Bachelor's degree in relevant field, • 5 plus years as an executive assistant. Bonus for additional expertise running an office, ordering supplies, and general office management, • Proficiency in Microsoft Office, especially Excel and PowerPoint, • Strong leadership and mentoring skills, • Excellent written and presentation skills Our client offers a competitive salary, a comprehensive benefits package, and a dynamic work environment that encourages professional growth and development. If you are passionate about shaping the future and have a strategic mindset, we invite you to apply for this exciting opportunity. The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.

A Vault 10 firm is looking for a mid-level real estate finance associate to join its Band 1 Chambers ranked group in New York. A regular winner of Real Estate Practice of the Year, this group represents both private equity sponsors and institutional lenders of all types and sizes in a wide range of real estate finance matters, as well as other tangential financial services in real estate. The ideal candidate will have: • 3-6 years of experience (3rd-6th year) in private equity real estate finance. Varying experience (predominantly sponsor vs lender, etc) will be considered, but experience should be similar in type and size (i.e. affordable housing/multifamily finance experience will not be considered), • Excellent academic credentials (top law school, strong grades preferred) After a busy 2025 this group has entered 2026 with incredible deal flow. With hundreds of billions in financings globally in the last 5 years, this is an opportunity to be at the forefront of some of the biggest and most notable deals in existence. Associates in this group are given excellent substantive opportunity and training and there is an emphasis on mentorship and one-on-one time with partners. The firm offers top of the market compensation and no billable requirement. If you are interested in learning more, please submit your resume here or contact me directly at alang@wegmanpartners.com.

About the role Our client, a leading global asset manager, is seeking an In-house Counsel to join its Private Credit business in New York. You'll support fundraising and fund formation as the business grows in the US — working across registered and unregistered investment companies, BDCs, fund formation, regulatory filings, product development, governance, marketing review and more. This is a senior, high-impact legal role on a team with ambitious US growth plans. What you'll need 6+ years of legal investment management experience, ideally with major law firm training and in-house experience Deep experience with Investment Company Act of 1940, BDC fundraising and private credit funds; who can raise 3(c)(7) funds and SMAs Ability to manage multiple priorities across teams in a fast-growing organization Strong communication skills; comfortable working with C-suite and senior stakeholders Working arrangements/benefits Hybrid – in office 4 days a week Significant bonus potential as well as possible equity for more experienced candidates Excellent benefits and PTO

Job Title: Director of Compliance Location: West Palm Beach, FL (HQ) / New York, NY Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink. Role Overview: We are seeking a Director / Head of Compliance - Your background should include several years at an SEC-registered investment adviser with expertise in VC or PE. Key Responsibilities: Compliance Program Oversight • Lead and enhance our compliance program, • Evolve and strengthen existing policies and procedures across firm operations, • Oversee compliance monitoring systems and ensure adherence to internal policies and regulatory rules, • Manage and optimize code of ethics administration Regulatory & Filing Management • Own all regulatory filings including Form ADV, Form PF, Form D, and Blue Sky filings, • Enhance compliance review processes for marketing materials and investor communications, • Ensure alignment with Investment Advisers Act of 1940 and relevant SEC regulations, • Strengthen compliance testing protocols and prepare for and manage regulatory examinations Fund & Investment Compliance Support • Support fund formation, side letter negotiation, and limited partner onboarding processes, • Work with internal teams to align compliance aspects of investments and fund operations with regulatory requirements, • Coordinate with outside counsel on fund structuring and transactions Risk Management & Cybersecurity • Enhance cybersecurity and data privacy frameworks, including IT coordination and incident response planning, • Develop relevant policies and coordinate with external IT providers, • Implement risk management frameworks aligned with investment strategy and commercial judgment, • Optimize vendor management and due diligence processes Ideal Candidate Profile: • Several years generalist compliance experience at SEC-registered investment adviser, • Strong working knowledge of Investment Advisers Act of 1940 and relevant SEC regulations, • Experience with venture capital and private equity fund structures required, • Proven experience enhancing compliance programs and optimizing existing policies, • Experience with compliance testing, annual reviews, and regulatory filings (Form ADV, Form PF, Form D etc), • Expertise with private markets fundraising, LP relations and investment oversight, • Familiarity with cybersecurity compliance and IT coordination, • Exceptional organizational, communication and stakeholder management skills, • Strong integrity, discretion and balanced risk / commercial judgment Benefits: • Competitive salary and performance-based bonuses, • Energetic and positive culture with a strong emphasis on team based success

Title: Associate Recruiter – Opus Advisors Location: New York City Start Date: Summer/Fall 2026 Build Relationships. Shape Careers. Work with the Best Investors in the World. _ is an award-winning global executive search firm focused on investment and investor relations talent across a wide variety of asset classes including private equity, hedge funds, credit, venture capital, alternative asset management firms and many others. Since 2006, we’ve partnered with the world’s leading investment firms and built our reputation on trust, long-term relationships, and exceptional execution. We’re a high-performing, tight-knit team that cares deeply about our work, our clients, and each other. Our philosophy is simple: We hold ourselves to the highest standards of quality and integrity and treat others as we would want to be treated. Why This Role Opus Advisors is in growth mode! Our rapidly expanding team is hiring an Associate Recruiter to be based at our New York City headquarters office. This is not a back-office recruiting job. You will sit at the center of high-stakes hiring decisions—working directly with top-tier investors and advising exceptional candidates at pivotal moments in their careers. In addition to being introduced to a wide variety of investment strategies, you’ll gain an understanding of how elite investment firms hire. You’ll develop judgment around talent. And you’ll build a network that compounds over a lifetime. What You’ll Do • Partner with senior recruiters to execute searches for leading investment firms, • Map the landscape across investment banking, private equity, and alternative asset managers, • Identify and build relationships with high-caliber candidates early in their careers, • Conduct thoughtful interviews and write compelling candidate assessments, • Help shape search strategy, including target companies and positioning, • Manage candidate pipelines and drive processes forward with urgency, • Support interview coordination, client communication, and offer execution Who You Are • 1–2 years of experience in recruiting, investment banking, consulting, or a related field, • Intellectually curious with a genuine interest in financial markets, • A strong communicator who can build trust quickly and is client service oriented, • Detail-oriented and highly organized, with pride in your work, • Proactive, resourceful, and energized by a fast-paced environment, • High integrity and sound judgment—you handle sensitive information with care, • Team player who brings a positive attitude, can-do energy and a strong work ethic Why Opus • Access: Work directly with top global investment firms, • Apprenticeship: Learn from experienced, high-performing recruiters, • Trajectory: Clear path to owning searches and building client relationships, • Network: Build lifelong relationships with exceptional people, • Culture: Collaborative, high-touch, and genuinely supportive, • Fun: Team bonding with educational, wellness, and FUN outings and retreats If you’re looking for a positive work environment and a career that blends relationship-building, financial market insight, and real impact—this is it. We’d love to share a conversation if a role in financial services executive search is of interest! Please reply with your resume if interested.

A financial services firm is seeking a senior recruiter that is skilled in Fund Accounting recruitment. This role is 5 days onsite. Description: • Oversee the full recruitment lifecycle for positions across accounting and finance requisitions, • Maintain accurate records and reporting in the applicant tracking system and prepare and deliver weekly and monthly reports, • Develop and sustain talent pipelines, • Execute recruiting strategies to enhance candidate quality and decrease time-to-hire, • Stay informed on financial services trends to provide market insights, • Manage and maintain relationships with external recruiting agencies, • Evaluate agency performance to ensure alignment with internal standards and hiring timelines, • Coordinate onboarding activities, including background checks, documentation, and equipment setup, • Source, screen, and assess candidates within private equity, private credit, asset management, fintech, and broader financial services, • Assist in creating and improving onboarding materials and processes Requirements: • 2+ years of experience in recruiting accounting professionals, • Deep understand of accounting/Big 4 recruitment, • Completed Bachelors Degree, • Experience in financial services, • Strong communications skills and ability to work in a fast paced environment The annual base salary range is $120,000 to $165,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

Real Estate Partners / Groups Transactions • Finance • Development • Private Equity Fast-Growing AmLaw Firm | Nationwide Platform We are representing a fast-growing AmLaw firm actively building a national real estate platform across transactions, finance, development, and institutional investment work. The firm is making significant investments in lateral partners and groups who want a scalable platform, stronger economics, and real cross-selling support for growing sophisticated real estate practices. This is an opportunity for real estate rainmakers who want more than a desk and a logo — it is built for partners who want deal flow, institutional clients, and a firm that actively invests in their success. The Platform The firm represents developers, private equity sponsors, lenders, REITs, and institutional investors on high-value commercial real estate matters nationwide. The real estate group works closely with corporate, finance, tax, and litigation teams to deliver fully integrated deal execution across complex transactions. The practice supports work including: • Acquisitions, dispositions, and joint ventures, • Commercial leasing (office, retail, industrial, mixed-use), • Real estate finance (construction, bridge, mezzanine, private credit), • Private equity and REIT transactions, • Development, land use, and zoning, • Distressed real estate, restructurings, and workouts, • Environmental, regulatory, and entitlement matters Who They’re Looking For The firm is seeking partners — and partner groups — with: • A portable book of business, • Practices in commercial real estate, finance, development, PE, or leasing, • Interest in a platform that provides real institutional support and cross-selling Books typically begin in the mid-six figures and above, with flexibility based on synergies, client base, and growth trajectory. Why Partners Join This Platform This firm offers: • AmLaw-level sophistication with entrepreneurial economics, • National footprint with flexible office alignment, • Deep finance, tax, and corporate integration, • Real marketing and business-development infrastructure, • Leadership opportunities to shape the real estate platform Partners move here because they want more leverage, more referrals, and more upside — without BigLaw bureaucracy. Explore Confidentially All inquiries are handled in strict confidence. If you are exploring a platform that offers stronger economics, institutional clients, and real growth support, we welcome a discreet discussion.

Do you have great reception or office assistant experience but want to be more in control of your time and when you work? We’re looking for temporary receptionists, both those who value temping as a standalone career and also those who are interested in contract-to-hire opportunities. ABOUT US At Joss Search, we specialize in recruiting business support professionals into the Private Equity and Alternative Investments sector. Our clients make up the world’s leading global private equity, alternative investment, and financial consultancy firms, and many of our clients are looking to expand their pool of temporary workers. THE ROLE Our clients are looking for temp receptionists who are willing to jump into temporary assignments and hit the ground running! These roles range from a few days to a few months or even more than a year ongoing. This opportunity could mean regular work within the same company, getting to know the teams and systems well, and gaining a deeper understanding of the business and the people who work there. This is the perfect position if you are looking for some consistency of a full-time position but the flexibility that comes with a temporary role. Key responsibilities include but are not limited to: • Greeting guests, • Answering the phones and responding to emails, • Communicating with appropriate hosts and ensuring a seamless running of the office, • Managing the scheduling of conference rooms, • Inventory management of office supplies and snacks THE BENEFITS • Hourly rates between $20/hr - $30/hr based on experience, • Opportunities for short and long-term contract assignments, • Flexibility in creating your own schedule, • Paid training days, • Free breakfasts and lunches are included by many of our clients THE CANDIDATE • The ideal candidate will be personable, communicative, friendly, and have great customer service skills and experience., • Previous experience within a professional services firm and corporate setting, • Previous experience as a receptionist or administrator within financial services is preferred At Joss Search, we believe in finding the perfect candidates for our clients as well as the perfect clients for our candidates. If you like the sound of this fantastic opportunity and enjoy working in the heart of New York City, then apply now, we can’t wait to meet you! Joss Search is proud to be an Equal Opportunity Employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences, and bringing our community together.

We have been retained to identify an experienced Senior Housing investment professional for a Vice President-level asset management role at a highly regarded institutional real estate investment manager. This is a hands-on, high-impact position sitting within a growing Senior Housing & Active Adult platform offering genuine scope to shape strategy, drive performance, and contribute to a best-in-class team. The firm ($75B AUM) manages a diversified portfolio of senior housing and active adult investments across the institutional real estate landscape. This hire will play a central role in the day-to-day execution of asset management strategies, operator engagement, and business plan delivery with direct exposure to the full investment lifecycle. If you are a Senior Housing specialist with institutional pedigree, a sharp financial mind, and the operational instincts to drive NOI performance through active operator partnerships, we want to hear from you. Responsibilities Asset Management & Business Plan Execution • Execute approved asset-level business plans across Senior Housing & Active Adult investments in coordination with senior leadership, • Monitor financial and operational performance across assigned assets, including monthly performance analysis, forecasting, and KPI tracking, • Conduct regular operator calls and periodic property visits to review performance, staffing, leasing trends, expense controls, and capital initiatives, • Partner with third-party operators to drive occupancy, rate growth, margin improvement, and NOI performance, • Track and oversee capital expenditure programs and value-enhancement initiatives, • Identify operational risks and develop actionable mitigation strategies Investment & Portfolio Collaboration • Collaborate with the Investments team during underwriting and due diligence including review of operating assumptions, market data, and operator capabilities, • Support annual budgeting and reforecasting processes with operators and internal stakeholders, • Manage refinancing, recapitalization, and disposition processes, including coordination of diligence materials and lender/buyer requests, • Contribute to the development and refinement of asset management best practices, reporting standards, and portfolio analytics Reporting & Stakeholder Engagement • Prepare investment committee memoranda, quarterly asset reports, and investor-facing materials, • Present performance updates to senior management with clarity and conviction, • Work closely with Investments, Research, Portfolio Management, and Capital Markets teams across the investment lifecycle Team Development • Train, mentor, and support the development of Analysts and Associates, • Review work product and contribute to a collaborative, high-performance team culture Requirements: • 5–8 years of experience in Senior Housing asset management this is a non-negotiable requirement, • Background within an institutional real estate investment manager, REIT, private equity platform, or comparable environment, • Strong understanding of property-level financial statements, budgeting, and forecasting, • Demonstrated ability to manage multiple assets and priorities in a fast-paced, deadline-driven environment, • Direct experience working with third-party operators or joint venture partners, • Strong analytical capabilities able to synthesize complex financial and operational data into clear, actionable insights, • Effective communicator with experience preparing investment memoranda and presenting to senior stakeholders, • Collaborative team player with strong cross-functional engagement skills, • High degree of integrity, accountability, and sound judgement, • Self-starter with a proactive, solutions-oriented mindset and strong attention to detail

A leading international law firm is seeking a senior-level associate to join its Corporate M&A and Securities practice. This role is ideal for an attorney with 5–7 years of experience focused on mergers and acquisitions and private equity transactions. The ideal candidate will have a strong working knowledge of acquisition agreements and the full suite of documentation used in M&A and private equity transactions, along with demonstrated proficiency in drafting and negotiating such documents. Experience supporting private equity sponsors and portfolio companies across the full investment lifecycle—including platform acquisitions, add-on transactions, governance matters, and exits—is highly preferred. Familiarity with middle-market deal structures is also strongly desired. Candidates must possess strong interpersonal and communication skills, sound business judgment, and the ability to effectively manage both internal and external client relationships. Excellent academic credentials are required, and experience at a large national or international law firm is preferred. This firm offers a collaborative environment and a broad international platform with meaningful opportunities for professional growth and advancement. Qualifications: • 5–7 years of relevant M&A/private equity experience, • J.D. from an ABA-accredited law school, • Licensed or eligible to become licensed in the applicable jurisdiction, • Must reside in the designated jurisdiction prior to or at the time of hire Work Arrangement: Hybrid schedule with an expectation of at least three in-office days per week Location: Multiple U.S. office locations available (specific office details withheld) Compensation: • Salary range: $365,000 – $420,000 annually (applicable to certain jurisdictions), • Actual compensation will depend on experience and qualifications, • Bonus eligibility and comprehensive benefits package included Additional Information: Full benefits details available upon request or during the interview process Apply Send your cover letter and resume to Arianna Hinojosa at ahinojosa@oncallcounsel.com EEO We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

A highly regarded private investment platform focused on the energy and infrastructure sector is seeking a Senior Paralegal to join its legal and compliance team. Known for its disciplined investment approach and long-term partnerships, the firm manages a diverse portfolio of businesses across essential industries. This role offers the opportunity to work closely with senior stakeholders and play a key role in supporting complex corporate structures and transaction activity. Key Responsibilities • Lead and oversee entity formation, structuring, and lifecycle management across multiple jurisdictions, • Prepare and file organizational documents (formations, amendments, mergers, dissolutions, and annual filings), • Maintain corporate records, minute books, and governance documentation, • Support investment transactions, restructurings, and ongoing portfolio management activities, • Coordinate with outside counsel, registered agents, and internal business teams, • Track and manage compliance obligations, filings, and deadlines, • Identify and implement improvements to legal processes and workflows Qualifications • 4+ years of paralegal experience, ideally within a law firm, private equity, or investment environment, • Deep experience with entity formation and corporate governance is required, • Familiarity with complex organizational structures and multi-entity portfolios, • Strong attention to detail and exceptional organizational abilities, • Ability to operate in a fast-paced, high-performance environment, • Proficiency with legal systems, entity management platforms, and Microsoft Office Work Environment • Hybrid model: 4 days in-office, 1 day remote, • Collaborative, team-oriented culture with exposure to senior leadership, • Competitive compensation and benefits

Company Description 2912 Advisors is a boutique consulting firm specializing in delivering CFO/COO services as well as middle and back office support tailored to emerging and mid-size investment managers, family offices, and liquidating funds. With over two decades of collaboration, the firm’s partners bring extensive expertise in launching and managing diverse investment vehicles, including hedge funds, private equity, managed accounts, and hybrid funds. 2912 Advisors leverages its deep industry knowledge to provide customized solutions for various investment strategies. Role Description This is a full-time hybrid role located in New York, NY with opportunities for some remote work. • Utilize knowledge of various asset classes, including equities, options, futures, swaps, corporate credit, foreign exchange, and commodities to support the operations of our client base., • Manage various client relationships with vendors such as prime brokers, executing brokers, administrators, ISDA counterparties, and order management and accounting software providers., • Support the clients’ trading desks and assist, as needed, with security setup, trade entry, and trade confirmation., • Implement and assist with the day-end processes and sign-off for our clients., • Perform daily cash, position, and activity reconciliations with Prime Brokers and Administrator within the client’s accounting system., • Work with multiple systems, product types, vendors, and clients in a fast-paced environment that requires attention to detail and ability to multitask effectively., • Review and process corporate actions within client portfolios, including reorganizations, spinoffs, tender offers, dividends, and option exercises/assignments., • Produce cash and leverage reporting for clients, as needed., • Assist with preparation of various regulatory filings (i.e., Form ADV, Form PF, 13F etc.), • Assist in on-going projects to document and improve current processes and protocols to find efficiencies. Qualifications • Bachelor’s Degree in Accounting, Business or Finance., • 3+ years of experience in a hedge fund or financial services operations role is preferred., • Solid knowledge of various instrument types, as mentioned above., • Proficient with Microsoft Excel., • Experience with various systems such as Bloomberg, Enfusion, and Eze Eclipse., • Highly motivated individual who has a desire to learn and think creatively in a demanding environment., • Solid analytical skills with the ability to perform complex problem solving., • Capable of prioritizing and handling multiple assignments, working under pressure within deadlines and producing accurate, high-quality results., • Strong written and verbal communication skills., • High level of responsibility with a focus on operational controls, attention to detail, risk management, and customer service.

A premier international AmLaw firm recognized for advising the world’s leading corporations, financial institutions, private equity sponsors, and investment funds is seeking a Senior Coordinator – Revenue Operations, Bankruptcy to join its high-performing Finance team in New York. This role sits within the firm’s sophisticated bankruptcy and restructuring practice, supporting complex, high-profile matters that require strategic oversight of billing, collections, court-related compliance, and revenue operations. The successful candidate will partner closely with attorneys, finance leadership, and key stakeholders to manage the full revenue lifecycle for bankruptcy matters, ensuring accuracy, efficiency, and compliance. This position offers a unique opportunity to work at the intersection of legal finance, client strategy, and operational excellence at one of the world’s most respected law firms. Key Responsibilities: • Manage the full revenue lifecycle for a portfolio of high-value bankruptcy matters and billing attorneys, ensuring compliance with court requirements, filing deadlines, and client guidelines, • Serve as a strategic business partner to attorneys and internal stakeholders, advising on billing strategy, inventory management, collections, and revenue optimization, • Analyze and manage Work-in-Progress (WIP) and Accounts Receivable (AR) to accelerate revenue realization and reduce aged inventory exposure, • Management, and operational efficiencies, • Ensure compliance with applicable financial regulations, billing protocols, and internal governance standards across the revenue cycle, • Prepare and present financial analysis, reporting, and inventory metrics to partners, finance leadership, and senior stakeholders to support data-driven decision making, • Mentor and collaborate with cross-functional finance and support teams to maintain exceptional service delivery and operational consistency, • Coordinate billing adjustments, credit notes, and matter maintenance activities while identifying opportunities for process improvement and best practices Qualifications: • Bachelor’s degree in Accounting, Finance, Business, or related field preferred, • 5+ years of professional experience, including experience within legal finance, revenue operations, billing, or accounting environments, • Prior exposure to bankruptcy billing, restructuring, and/or complex legal matters strongly preferred, • Strong analytical, organizational, and communication skills with the ability to manage competing priorities in a deadline-driven environment, • Proficiency with Elite/3E, • Proven ability to build relationships with senior professionals and operate effectively in a client-service focused, high-performance culture This is an exceptional opportunity to join one of the most respected firms in the legal industry and contribute to a collaborative team supporting sophisticated, high-profile matters on a global scale.

Vice President Role – Strategy / Private Equity Advisory Firm Overview Headquartered in New York City, the firm is a leading private equity advisory organization with a 20+ year track record of rapid value creation for private equity firms and their portfolio companies. The firm performs robust, fact-based customer, market, and operational due diligence; crafts pragmatic and actionable growth strategies; identifies operations improvement opportunities; and executes changes that maximize financial benefits. Within tight timeframes and through a differentiated mix of superior analytics and strategic, operational, and financial expertise, the team delivers tailored solutions that allow clients to rapidly confirm, reach, and often exceed their top-line growth and margin improvement objectives and help ensure successful exits. Team members work closely with leading private equity firms and senior executives while gaining strong hands-on consulting experience in an entrepreneurial setting. The work requires individuals who are passionate about raising the bar, focused on doing whatever it takes to help clients succeed, critical thinkers and strong communicators who thrive in challenging, fast-paced situations, and motivated to make a meaningful impact both internally and at the client. Role Description Vice Presidents lead consulting teams, typically consisting of Associates, Business Analysts, senior operating executives, and client resources, and are responsible for ensuring successful engagement execution. • Developing issue sets to focus the hypothesized scope of engagements and transitioning them into comprehensive team work plans, • Efficiently managing firm and client resources within compressed timeframes while adapting to evolving engagement needs, • Guiding teams in data collection, synthesis, analysis, and conducting interviews with clients and third parties, • Developing hypothetical solutions, testing alternative scenarios, and forming fact-based actionable recommendations, • Structuring and creating compelling, message-driven written deliverables for clients, • Conducting client presentations and fostering constructive dialogue around conclusions and recommendations, • Building strong relationships with private equity and portfolio company clients, • Participating in proposal development efforts, • Taking a leadership role in firm growth through knowledge development, mentoring junior team members, business development, and recruiting Career advancement is based on individual readiness and contribution, assessed through a 360-degree evaluation process and ongoing feedback. Desired Qualifications / Experience / Skills • MBA and BS/BA in Engineering, Economics, or similar quantitative field from a top-tier institution, • 2–5 years post-MBA experience in a top-tier strategy consulting firm with focus on due diligence and growth strategy assignments across consumer & retail, industrials, services, infrastructure, healthcare, or technology, • 3+ years pre-MBA experience in strategy/operations consulting, corporate roles, investment banking, or private equity, • Deep understanding of market, financial, operational, and organizational business concepts, • Significant primary research experience including survey development and conducting interviews to gain market insights, • Strong analytical capabilities including bottom-up market sizing models for niche markets, • Excellent verbal and written communication skills; ability to work effectively across senior stakeholders and client environments, • Structured problem solver with strong attention to detail and '80/20' approach, • Results-oriented and client-focused; able to perform in compressed timeframes and data-poor situations, • High-energy, entrepreneurial mindset Compensation Compensation range for the Strategy Vice President role: $220,000 – $300,000 base salary + performance-based bonus + 401(k) retirement plan contributions + discretionary profit-sharing contributions + benefits.

Payroll Manager, Global Payroll Anticipated Start Date: As Soon as Possible Location: New York, NY Company Overview Slate Asset Management ("Slate") is a leading investor in global real estate and infrastructure assets with approximately $13 billion (CAD) in assets under management (as of December 31, 2025). Slate focuses on fundamentals with the objective of creating long-term value for our investors and partners across the real assets space. Slate's platform has a range of investment strategies, including opportunistic, value add, core plus, and debt financing. Slate's investment approach seeks to create long-term value with an emphasis on capital preservation and attractive returns. Slate continues to grow its global footprint, scaling its investment platform across strategies, geographies and asset classes. Slate is supported by a team of exceptional people across global office locations in the U.S. (New York and Chicago), Europe (London and Frankfurt) and Canada (Toronto), which enables the firm to originate and execute on a wide range of compelling investment opportunities. We operate in a collaborative and team-focused work environment that provides opportunities for growth, autonomy and career progression. We value entrepreneurial mindset, dedication and teamwork. Visit _ to learn more. Position Overview Slate Asset Management is seeking a talented and experienced Payroll Manager to own and manage its global payroll across all of the firm's office locations. The successful candidate will serve as the firm's subject matter expert on all aspects of payroll, ensuring accurate, compliant, and timely payroll processing across six jurisdictions: the United States, Canada, the United Kingdom, Germany, Norway, and Ireland. This role partners closely with HR, Finance, Legal, and Tax to maintain compliance with local employment and tax regulations, support employee experience, and drive process improvements across the global payroll function. The successful candidate will report directly to the Chief Administrative Officer. Reports To: Chief Administrative Officer Other Key Relationships • Human Resources, • Finance, • Tax and Legal Major Responsibilities • Own end-to-end payroll processing for all employees across the US, Canada, UK, Germany, Norway, and Ireland, ensuring accuracy, timeliness, and compliance in each jurisdiction, • Serve as the primary point of contact for all global payroll matters, including escalations, audits, and regulatory inquiries, • Manage relationships with third-party payroll providers and ensure deliverables are met in accordance with service level agreements, • Maintain up-to-date knowledge of payroll legislation, tax regulations, and statutory requirements across all applicable countries, proactively communicating changes and their impact to Finance, HR, and Legal, • Prepare and review monthly payroll journals and reconciliations for integration into the general ledger, ensuring alignment with the firm's financial reporting, • Partner with HR on the processing of new hires, terminations, salary changes, bonuses, commissions, and other compensation events, ensuring all changes are reflected accurately and on time, • Manage payroll-related tax filings and remittances, including federal, state/provincial, and local obligations across all jurisdictions (e.g., W-2s, T4s, P60s, PAYE, Lohnsteuer, and equivalent filings), • Ensure compliance with statutory benefit and social contribution requirements across each country, including pension auto-enrollment (UK), social insurance (Ireland), health and social care contributions (Germany and Norway), and applicable US and Canadian equivalents, • Perform and oversee foreign currency payroll transactions and coordinate with Finance on FX considerations and intercompany recharges, • Support year-end payroll close processes globally, including reconciliation of payroll tax accounts and coordination with external auditors and tax advisors, • Maintain payroll records, documentation, and internal controls in accordance with local data privacy regulations, including GDPR requirements applicable to European payrolls, • Identify and implement opportunities to streamline payroll workflows, improve system integrations, and enhance controls and reporting accuracy, • Contribute to budgeting and forecasting of compensation-related expenses in partnership with the HR and Finance team, • Support equity compensation administration (e.g., carried interest, co-investment programs) as it relates to payroll tax withholding and reporting Qualifications and Experience • University degree in Accounting, Finance, Human Resources, or a related field; CPP (Certified Payroll Professional) or equivalent designation preferred, • 6+ years of progressive payroll experience, with at least 3 years managing multi-country payroll operations, • Demonstrated hands-on experience processing payroll across multiple jurisdictions, with specific experience in the US, Canada, UK, Germany, Norway, and/or Ireland strongly preferred, • Strong working knowledge of local payroll tax regulations, employment law requirements, and statutory reporting obligations across applicable countries, • Experience managing third-party payroll vendors and holding providers accountable to service and compliance standards, • Familiarity with payroll and HRIS platforms (e.g., Dayforce or similar global payroll systems), • Solid understanding of payroll accounting, general ledger integration, and month-end close processes, • Strong Excel proficiency; experience with financial reporting and payroll reconciliation tools, • Exceptional attention to detail with the ability to manage multiple payroll cycles and deadlines simultaneously across time zones, • Excellent communication skills with the ability to work cross-functionally with HR, Finance, Tax, and Legal teams globally, • Strong understanding of GDPR and data privacy obligations as they relate to employee payroll data, • Experience in a fast-paced, transaction-driven environment, ideally within financial services, private equity, real estate, or asset management Cultural Values • High Integrity, • Collaborative / Team Oriented, • Creative / Curious, • Flexible / Desire to Step Out of Your Comfort Zone, • Owner's Mindset / Accountability / Responsibility, • Humility The successful candidate will also be eligible for a discretionary bonus, as well as a comprehensive benefits package, which includes medical, dental and vision coverage, PTO, 401K match and other employee benefits.

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.

Vice President, Head of Human Resources - PE Firm Hybrid Role - Mid Town Manhattan A Note from Me & About the Firm I've worked with this PE firm for years and they are genuinely one of my favorite clients, which is why I'm excited about this search. A few things that make them different: • They are the rare PE firm that is actually down to earth. Incredibly smart, work hard, but also fun to be around. Kind and decisive, which you don't always get together., • They genuinely value their people. They sit on weekly recruiting calls with me for portfolio company roles more junior than any other PE firm I work with, because they understand how much talent matters at every level. They spend their time in the right places., • The team is around 40 people, a strong mix of hungry early-career talent and seasoned senior professionals., • They are completely receptive to HR and hungry for it. They will back initiatives with real budget. For the right person, this is an unusually good platform to build something. The Opportunity The VP, Head of Human Resources will lead internal talent and human capital strategy for the firm. This is a strategic partner role to the Partners and deal team, responsible for building a high-performing, engaged organization through best-in-class recruiting, performance management, compensation, leadership development, and cultural engagement. Key Responsibilities Talent Acquisition & Workforce Planning • Lead end-to-end recruiting across the firm, partnering with Partners and deal teams on role scope, candidate profiles, and hiring priorities, • Build proactive talent pipelines and manage relationships with search partners, • Drive a rigorous, structured interview and assessment process Performance Management & Talent Development • Design and execute goal setting, mid-year and year-end reviews, and ongoing feedback mechanisms, • Build career pathing and development planning to support retention and growth, • Partner with leadership to identify high-potential talent and build succession plans Compensation & Benefits • Facilitate the firm's compensation philosophy, benchmarking, and internal equity, • Manage annual compensation cycles including base, bonus, and incentive design, • Oversee competitive benefits programs Culture, Engagement & Leadership Development • Strengthen firm culture and employee experience through engagement initiatives and internal communications, • Design leadership development programs for investment professionals and functional leaders, • Lead planning and execution of firmwide meetings, offsites, and the summer intern program HR Operations • Oversee HR policies, systems, employee lifecycle, and compliance with employment laws, • Build scalable HR infrastructure to support firm growth Ideal Background • 8–15+ years in HR, talent, or human capital leadership roles, • Experience in private equity, investment firms, or high-performance professional services strongly preferred, • Track record partnering with senior leadership on talent strategy and organizational development, • Deep expertise across recruiting, performance management, compensation, and organizational development, • Strong executive presence, sound judgment, and discretion with sensitive matters, • Data-driven, pragmatic, and solutions-oriented with high ownership Compensation: • $200k base salary + 30% cash bonus and flexible for the right candidate Hybrid Schedule: • 4 days per week in office in mid-town Manhattan, walkable from Grand Central or Penn Station.

Job Title: Corporate Associate (M&A) Location: New York, NY Salary: $260,000 – $390,000 About the Firm: A leading international law firm with a Corporate Practice consistently ranked in the top tiers of Chambers & Partners and Legal 500 for its strength in M&A and private equity, and known for advising on complex, cross-border transactions. The group handles sophisticated, high-value deals across multiple jurisdictions and industry sectors, supported by a strong global platform that enables efficient cross-border execution. The practice is highly regarded for its collaborative environment, direct client engagement, and early responsibility for associates within lean, deal-focused teams. What You’ll Be Doing: • Advising buyers and sellers on strategic M&A transactions across a range of industries, • Assisting with the structuring and execution of corporate transactions, including M&A, private equity, fund formation, and securities matters, • Drafting, negotiating, and reviewing key transactional documentation and ancillary agreements, • Leading and coordinating due diligence processes and managing deal closings, • Supporting and supervising junior associates, working with specialist teams, and contributing to client relationship management What They’re Looking For: • 3–6 years of experience in corporate/M&A at a law firm, • Strong background in M&A transactions (essential), • Experience with private equity fund structuring and formation (preferred), • Prior experience supervising junior associates in transactional matters (essential), • Admitted and in good standing in New York or New Jersey What’s on Offer: • Competitive salary of $260,000 – $390,000 depending on experience, • Exposure to high-profile, complex international transactions, • Strong level of client contact and responsibility from an early stage, • Supportive, team-oriented and high-performing environment, • Full benefits package including medical, dental, vision, 401(k), bonus eligibility, and generous leave provisions If this role aligns with your experience or you’d like to explore other corporate opportunities, feel free to reach out to: 📧 Connor.parker@douglas-scott.co.uk

Director, Business Transformation & Value Creation New York City (Hybrid) A leading private equity firm focused on the intersection of technology and financial services is seeking a Director of Business Transformation & Value Creation to join its operating team in New York. This is a high-impact role focused on driving AI-led enterprise transformation initiatives across a portfolio of Financial Services and FinTech companies. About the Role As a Director, you will operate across the full investment lifecycle, partnering closely with investment teams and portfolio company leadership. You will help shape and execute value creation strategies, translating advanced AI and data capabilities into tangible business outcomes. This position is well-suited for someone with strong technical depth in AI/data who also brings a commercial mindset and a bias toward execution. Key Responsibilities • Partner with investment teams pre- and post-deal, including involvement in due diligence and value creation strategy, • Own and lead execution of value creation plans across portfolio companies, • Translate complex AI and data capabilities into actionable business initiatives that drive measurable impact, • Work closely with internal technical teams to design and deliver transformation programs, • Collaborate directly with portfolio company leadership teams as a hands-on partner, • Drive alignment across stakeholders and effectively communicate the value of transformation initiatives, • Support scaling of initiatives across the portfolio to maximize impact Candidate Profile • Approximately 8–10 years of experience in consulting, transformation, or operating roles, • Background in top-tier consulting environments (e.g., Accenture, Deloitte, or similar), ideally at the Principal or Engagement Manager level, • Experience within Financial Services or FinTech, with exposure to capital markets preferred, • Strong understanding of AI, data, and technology-enabled transformation, • Demonstrated ability to execute and deliver outcomes, beyond pure advisory work, • Commercially minded with strong stakeholder management skills, • Comfortable working in a fast-paced, collaborative, and high-growth environment Additional Details • Hybrid working model based in New York City, • Opportunity to work closely with both investment professionals and portfolio company executives, • Exposure to complex, high-impact transformation initiatives within a focused investment platform

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: Talent Development & Engagement Coordinator Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients, with trading desks in every major financial center globally and offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and relationship building. The firm’s structure allows for agility, innovation, and the ability to attract talented professionals driven to succeed. Responsibilities: Cantor Fitzgerald is seeking a highly organized, service‑oriented Talent Development & Engagement Coordinator to support Talent Development and Employee Engagement initiatives as part of a collaborative Human Resources team. This role is ideal for a proactive, detail‑driven professional with strong communication, design, and organizational skills who thrives in a fast‑paced environment and is passionate about employee development and engagement. Key responsibilities include: • Manage talent and learning platforms and reporting, including Oracle HCM and Oracle Learning, • Support Early Career and Internship programs, including coordination, communications, and logistics, • Create, design, and distribute employee communications, including newsletters, event invitations, announcements, and other branded materials, • Draft written content and design visual assets for Talent Development, Employee Engagement, and Philanthropy initiatives, • Maintain and update multiple SharePoint sites, engagement pages, and initiative directories, • Prepare reports, presentations, and executive‑ready materials; conduct research as needed, • Coordinate logistics for Talent Development & Engagement events such as networking events, lunch‑and‑learns, professional development sessions, and volunteer activities, • Manage shared mailboxes and respond to employee inquiries in a timely and professional manner, • Process, track, and reconcile departmental invoices to ensure budget compliance, • Document meeting notes, track action items, and ensure timely follow‑up, • Oversee calendar coordination and support ad hoc employee and leadership requests, • Perform general administrative duties and provide support on special projects as assigned Qualifications: Skills & Experience: • Strong organizational skills with the ability to manage multiple priorities and build effective processes, • Excellent written and verbal communication skills, with strong attention to detail and consistency, • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and SharePoint, • Experience creating visually engaging communications using design tools such as Canva and Adobe, • Positive attitude, strong work ethic, and demonstrated interest in Talent Development and Employee Engagement, • Experience planning large‑scale professional events is a plus Educational Qualifications: • Bachelor’s Degree required Salary: $70,000 – $75,000 The actual base salary will be determined on an individualized basis, considering a wide range of factors including, but not limited to, relevant skills, experience, education, and where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short‑ and long‑term incentives. • We do not accept unsolicited resumes, candidate referrals, or outreach from third‑party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

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

Location: New York (In-office) Salary: $130-150,000 base – $260-300,000+ OTE (Uncapped) + Equity The opportunity Our client is a successful, high-growth AI scale-up that is transforming how private equity companies leverage critical information. Having seen exceptional revenue growth over the past year, they are now looking for a high-calibre account executive to lead their expansion into private equity. This is not a role for someone looking to inherit a settled playbook. You will be responsible for defining the go-to-market motion for these high-value segments, selling a solution that is already delivering significant operational efficiencies for early adopters. Why this role? • High-stakes deals: You will own the full sales cycle for enterprise deals with significant contract values., • True autonomy: You will have the space to build your own account plans and influence the product roadmap based on direct client feedback., • Leading-edge technology: Sell an intelligent software platform to senior stakeholders (CTOs, CCOs, and Managing Directors) who are actively seeking ways to automate complex workflows., • Exceptional rewards: An uncapped commission structure with significant equity participation in a fast-growing, profitable business. What you will be doing • Hunting and closing: Identifying and winning new logos across the private equity sector, with support from a BDR., • Strategic account planning: Mapping complex organisations, identifying entry points across business and technology lines, and building long-term stakeholder relationships., • Consultative selling: Running deep discovery and bespoke demos that translate platform capabilities into the specific language of high-value financial transactions and strategic decision-making., • Navigating procurement: Leading prospects through complex security reviews, data residency requirements, and firm-wide rollout planning., • Defining the motion: Creating repeatable sales plays, collateral, and competitive positioning for your specific vertical. What we are looking for • You have over 5 years of experience in a closing role, selling SaaS or information services into private equity firms., • You have a proven track record of hitting and exceeding quotas with six or seven-figure deal sizes. Core traits • Hunter mentality: You are energised by outbound prospecting and building a pipeline from scratch., • Technology literacy: You are familiar with modern software trends and can speak credibly about the risks and opportunities of automation and AI in a highly regulated environment., • Analytical mindset: You can think on your feet, size a market opportunity, and build a quantified ROI framework for a C-suite buyer., • Discipline: You run a structured sales process, maintain high standards of CRM hygiene, and are consistently prepared.

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

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

About the Opportunity This is an outstanding chance to join a nationally ranked Global Finance group at a leading Am Law 50 firm recognized as a market leader in financial services and private capital. This opportunity sits within a top‑tier leveraged finance platform known for its sophisticated cross‑border deal work, deep capital markets insight, and exposure across the full spectrum of credit providers. About My Client My client is a global, innovation‑driven firm that has earned sustained recognition from Chambers USA. Their finance group is known for representing a wide array of market participants - from borrowers and lenders to private equity sponsors and financial advisors. This multidimensional exposure helps round out their Associates skillsets. The Role The firm is seeking Associates with 2-6 years of leveraged finance experience to join their Global Finance practice. This role focuses on leveraged finance transactions spanning domestic and cross‑border acquisitions, recapitalizations, restructurings, and reorganizations. You will work as a key member of lean deal teams, gaining early responsibility running substantial aspects of transactions - from due diligence through to closing - while working with both traditional and alternative market lenders. Responsibilities • Involvement in leading key portions of deal execution, including due diligence, drafting, negotiation, and closing, • Engage extensively with middle‑market and upper‑middle‑market transactions, • Work directly with alternative financiers, including business development companies, hedge funds, and non‑bank lenders, • Receive meaningful ownership of workstreams due to the firm's lean staffing model Qualifications • 2-6 years' experience in leveraged finance, • Substantive experience representing borrowers, lenders, private equity sponsors, and/or agents in complex financing transactions, • Exposure to middle‑market lending and alternative capital providers (BDCs, hedge funds, non‑bank lenders) would be ideal but is not essential, • Demonstrated ability to run key aspects of transactions from diligence through closing, • Strong drafting, negotiation, analytical, and communication skills, • A commercial mindset and enthusiasm for a fast‑paced deal environment Why This Role Stands Out • Elite rankings and market reputation, • Exposure across the entire capital structure, • High‑impact, early responsibility, • Access to alternative credit markets, • Exceptional training and business education, • Cravath pay + above market bonus opportunities If you are interested in discussing this opportunity further, please contact Olivia Courtney on +1 646 722 0316 or email olivia.courtney@larsonmaddox.com

You picked tax because you wanted the intellectually hardest work in the building. Three years in, you're spending more time on partnership compliance than on structuring. Every M&A deal needs you. Every PE fund formation needs you. Every REIT joint venture needs you. You design the rollover, draft the tax opinion, work through Section 382 on the post-closing NOLs. Without your sign-off, deals don't close. But the M&A partner gets the client credit. The corporate partner has the sponsor relationship. You get a 9pm Friday email asking whether the management equity rollover triggers a deemed exchange. You're indispensable to every transaction and invisible in all of them. And half your week is still on routine partnership work that has nothing to do with why you went into tax in the first place. New York is the deepest tax market in the country. PE megafund formations and sponsor-led acquisitions at every size. REIT platform deals and real estate fund structuring at institutional scale. Cross-border M&A with novel structuring questions you won't see anywhere else. The most sophisticated transactional tax work in the country runs through this city — but only at the platforms that originate it. A top-tier AmLaw firm with one of the most respected transactional tax practices in the country is hiring a mid-level tax associate in New York. This isn't a tax group that supports the corporate practice as a side function — it's a tax group that drives the structuring on the most complex deals the firm runs. The work includes: • M&A tax structuring for PE sponsors, public companies, and growth-stage clients, • Private equity fund formation, partnership taxation, and management equity, • REIT and real estate fund structuring, including platform deals and joint ventures, • Cross-border transactions, leveraged buyouts, recapitalizations, and tax-free reorganizations, • Capital markets and securities offerings with novel tax structures What you bring: • 3-4 years of transactional tax experience at a major law firm (class of 2022-2023), • Corporate tax / M&A focus — not SALT, not accounting-firm-style compliance, • Strong analytical instincts and comfort owning material workstreams independently, • New York bar or eligibility to obtain What you get: • A tax practice that drives structuring, not one that papers other people's deals, • Sophisticated PE, REIT, and cross-border M&A work — the kind of structuring problems that made you go into tax in the first place, • Cravath scale plus signing bonus and guaranteed full year-end bonus for top candidates Apply here directly or send your resume confidentially to srushing@laterallink.com

Corporate Partners / Groups M&A • Private Equity • Capital Markets • Finance • Funds Fast-Growing AmLaw Firm | Nationwide Platform We are representing a fast-growing AmLaw firm actively building a national corporate platform across M&A, private equity, capital markets, finance, and investment funds. The firm is making meaningful strategic investments in lateral partners and groups who want stronger economics, institutional-grade clients, and a platform designed to scale sophisticated corporate practices. This is an opportunity for corporate rainmakers who want more than a logo — it is built for partners who want deal flow, cross-selling, and real firm support behind their books of business. The Platform The firm represents private equity sponsors, credit funds, venture investors, public companies, and growth-stage businesses on high-value domestic and cross-border transactions. Corporate partners operate inside a fully integrated platform that includes finance, tax, regulatory, litigation, and IP, allowing clients to execute larger and more complex transactions through a single firm. The practice supports work including: • Mergers, acquisitions, and strategic investments, • Sponsor-side and company-side private equity transactions, • Capital markets, securities, and public company work, • Fund formation and investment management, • Leveraged finance, private credit, and structured lending, • Venture capital and emerging company financings, • Cross-border and international transactions, • Corporate governance, restructurings, and recapitalizations Who They’re Looking For The firm is seeking partners — and partner groups — with: • A portable book of business, • Practices in corporate, M&A, PE, securities, finance, or funds, • Interest in a platform that delivers real institutional support and cross-selling Books typically begin at $750K and above, with flexibility based on practice mix, clients, and growth potential. Why Partners Join This Platform This firm offers: • AmLaw-level sophistication with entrepreneurial economics, • National footprint with flexible office alignment, • Deep finance, tax, and regulatory integration, • Real marketing and business-development infrastructure, • Leadership opportunities to help shape the corporate platform Partners move here because they want more leverage, more referrals, and more upside — without BigLaw bureaucracy. Explore Confidentially All inquiries are handled in strict confidence. If you are exploring a platform that offers stronger economics, institutional clients, and real growth support, we welcome a discreet conversation.

A leading U.S. law firm is seeking a senior-level Associate to join its Real Estate Practice Group. This role is available in New York, Chicago, Cleveland, Columbus, Indianapolis, or Philadelphia. The ideal candidate will have 5 to 8 years of relevant experience and will support a nationally recognized team handling sophisticated, high-value real estate and business transactions. This position offers the opportunity to advise private equity funds, independent sponsors, developers, investors, lenders, and corporate clients on complex matters involving real estate acquisitions, dispositions, leasing, development, and financing. The role requires a strong foundation in both real estate law and broader transactional work, with the ability to collaborate across multiple practice areas in a fast-paced environment. Key Responsibilities • Draft and negotiate real estate purchase and sale agreements, leases, easements, and related real estate documents, • Lead real estate components of private equity, independent sponsor, and M&A transactions, • Manage complex real estate transactions from term sheet through closing, • Conduct and review due diligence, including title and survey analysis, • Advise on development projects, joint ventures, and private equity-backed real estate transactions, including structuring and documentation, • Assist with structuring, negotiating, and documenting mortgage loans, construction financing, bridge loans, and mezzanine debt arrangements, • Collaborate with corporate, finance, and tax teams to support integrated transaction execution Qualifications • Juris Doctor (JD) from an accredited law school with strong academic credentials, • 5+ years of experience in commercial real estate law at a law firm or in-house legal department, • Experience with private equity transactions, particularly involving real estate investments, • Demonstrated experience in commercial leasing, including drafting and negotiating lease agreements, • Strong background in real estate transactions and business transactions involving real estate components, • Ability to work cross-functionally in a collaborative, team-oriented environment, • Excellent drafting, communication, and organizational skills, • Active bar license in the jurisdiction of the relevant office location, • Permanent work authorization in the United States required

Regulatory Attorney, AVP - Legal & Compliance – Credit & Insurance Locations: New York, New Jersey, Miami Full time The firm is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. The Compliance Assistant Vice President will work on a variety of compliance-related matters involving the investment businesses. Primary job responsibilities include: Requirements: • Support senior members of Compliance and Legal teams on compliance and regulatory matters arising from the SEC, CFTC, and DOL (ERISA), as well as compliance with all relevant federal, state and international securities laws (including the Investment Advisers Act of 1940, the Securities Act of 1933 and the Exchange Act of 1934), • Devise, initiate, maintain, and revise compliance and regulatory policies, procedures, controls, and training based on the specific needs of the business and current regulatory requirements including the annual review under Rule 206(4)-7, • Draft and review disclosures and communications to investors and business professionals as well as memoranda implementing policies and procedures, • Serve as lead to coordinate responses to requests from marketing team for information related to DDQs, marketing materials, and other client requests, • Provide regulatory and compliance advice to investment professionals with a focus on the private credit and corporate bond trading strategies and other personnel including preparation of reports to the investment team and senior management regarding compliance matters, • Respond to requests from regulators, prepare for regulatory examinations, and conduct mock examinations in conjunction with external consultants and counsel, • Work with in-house Legal and Compliance team and external counsel to monitor, and then implement responses to, regulatory developments that impact the businesses, particularly with respect to sustainability matters, • Support various business groups, including investment, marketing, accounting, operations and middle office departments Qualifications: • We are seeking an attorney with 5+ years of experience in a law firm and as a compliance professional (preferably at a credit focused asset manager and/or at a regulatory consultant) to join a compliance team doing challenging work in an extremely fast-paced environment., • Law firm experience is required. Experience within a law firm fund formation group or regulatory practice group is strongly preferred., • Must demonstrate excellent communication skills and possess drafting experience., • Proactive in new situations and to independently manage projects to conclusion is important., • Must be willing to roll up sleeves and work with a variety of personalities., • Must be a strong and independent thinker with excellent interpersonal and communication skills., • Must have a calm demeanor, tolerance for ambiguity, confidence and conscientious work ethic., • Knowledge of and expertise in communicating risks, best practices and regulatory requirements (U.S. and international)., • Desire to work as part of a highly collaborative legal and compliance team in a fast-paced environment and willingness to embrace a variety of issues. The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Private Equity Firm in Midtown, Manhattan is seeking an Associate Counsel for a full-time position! Responsibilities: • Provide legal support and guidance on debt investments across the capital structure., • Work closely with investment professionals to assess legal risk and develop practical solutions., • Advise on legal and transactional aspects of the firm’s credit investments, financing arrangements, fund structures, and related initiatives., • Review, draft and negotiate documents including credit agreements, confidentiality agreements, side letters, financing documents and investment-related contracts., • Coordinate with outside counsel on fund formation, financing, regulatory and transactional matters. Qualifications: • JD from an accredited law school and member of a state bar, • 5+ years’ experience in a law firm or corporate legal department environment on the finance side, • Strong background in finance, credit, private funds, structured finance, or related areas, • Experience with credit asset management, private credit, or special situations investing preferred, • Strong understanding of legal and regulatory framework applicable to investment advisors and private funds