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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. Job Description: The firm is seeking a Registered Branch Operations Manager to join our Branch office Private Client Division in our Pacific Northwest Region in our Seattle, WA Branch. The Operations Manager is an integral part of the branch office management team. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. Responsibilities: • Oversee and perform the day-to-day branch operations, functions, and responsibilities, • Approve operational related transactions (Check issuance and deposits, wire transfers, journal entries), • Create procedures to ensure daily work, including approvals, are handled in a timely manner, • Order room (including order errors), • Option approvals, • Margin inquiries, • Provide guidance on policies and procedures, • Assist with onboarding Financial Advisors, • Assist with AML review and compliance, • Interaction with legal and compliance regarding items that may require escalation, • Assist office staff, FAs, and CSAs with Ad Hoc tasks Requirements: • Bachelor’s degree required, • 3 to 5 years industry experience required, • FINRA Registrations: SIE, Series 7, and Series 63/65 or 66 Qualifications: • Interface and articulate well with all levels of employees and clients in a highly professional and friendly manner, • Ability to work collaboratively within the team, possess good writing and communication skills, exhibit good time management and relationship management skills, • Maintain the highest level of confidentiality and ethical standards, • Must be able to multi task and work in a fast paced and highly regulated environment, • Ability to think critically and demonstrate great analytical skills with high attention to detail and accuracy Compensation: For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington 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. The current base salary range offered for this role is between $85,000.00 - $100,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year. Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

About: A highly regarded international law firm is seeking a mid-level Corporate M&A Associate to join its growing transactional practice in its Seattle office. This opportunity is ideal for candidates with three to five years of relevant experience who are looking to work on sophisticated private equity and M&A transactions in a collaborative and entrepreneurial environment. The successful candidate will have significant involvement in private equity-sponsored transactions, representing sponsors, investors, and companies in acquisitions, dispositions, strategic investments, and joint ventures. The role includes drafting and negotiating transaction agreements, conducting due diligence, managing deal processes, and supporting transactions from inception through closing. Associates will also gain exposure to broader corporate advisory matters and complex transactional work across a variety of industries. About the Firm: This nationally recognized firm maintains a strong presence across key U.S. markets and is known for its collaborative culture, innovative approach, and commitment to professional development. Its corporate practice regularly advises private equity sponsors, portfolio companies, and institutional investors on sophisticated middle-market and large-cap transactions. Qualifications: • 3–5 years of experience in corporate M&A, with meaningful exposure to private equity transactions, • Experience drafting and negotiating acquisition agreements and related transaction documents, • Strong academic credentials and excellent research, writing, and communication skills How to Apply: Please click the “Apply” button and submit your resume. Thank you for your interest in this opportunity!

Job Description We are Herrera Envision yourself at a growing, employee-owned company that inspires and empowers you to deliver your best performance while making a difference in the world. We are Herrera, a science, planning, and design consulting firm dedicated to working with clients to develop holistic solutions that provide social and environmental benefit. We protect the environment every day by providing a diverse range of consulting services to cities, counties, state and federal agencies, Tribes, non-profits, and private clients throughout Washington, Oregon, California, Montana, Wyoming, Alaska, and western Canada. For over 45 years, Herrera has cultivated a collaborative, caring, and values-driven culture that empowers our employee-owners to achieve excellence while ensuring we have fun along the way. By providing our employee-owners with the autonomy to pursue their professional interests and through encouraging them to grow, we benefit from high employee-owner retention that contributes to our longstanding partnerships with clients. Our Values • Treat everyone with respect and dignity, always., • Insist on integrity, objectivity, and social and environmental ethics in our work., • Act as stewards of the environment upon which we depend., • Research and outreach, learn and teach., • Employee owners, employee leaders. Your Opportunity Driven to strengthen organizations and support meaningful careers? Passionate about creating a workplace where people feel valued, supported, and connected to a larger purpose? If you’re excited to shape the employee experience, we’d love to hear from you. In this role, you will blend strategy and execution. From recruiting and onboarding to professional development and engagement, you will support the full employment life cycle. You will also engage with leaders to navigate challenges, build capability, and drive accountability. As a key partner to the Director of People & Culture, you will help advance team priorities, identify and champion operational improvements, and serve as a trusted advisor. In this role we will count on you to: • Partner with the Director of People & Culture to advance strategic objectives and ensure operations are responsive to an evolving workplace, • Oversee core talent management and employee relations practices, including performance management, coaching, and employee development with a thoughtful, consistent approach, escalating to the Director of People & Culture as appropriate, • Lead full-cycle recruitment efforts for all roles, including job postings, sourcing, screening, interviewing, selection, and providing compensation recommendations based on internal and external equity, • Facilitate an engaging onboarding process that accelerates new hire integration and productivity, • Collaborate with People Leaders to develop performance improvement documentation and facilitate performance improvement meetings, • Mentor and support team members with the potential to become a People Leader Minimum Requirements, • 4+ years of progressive HR experience in recruitment, onboarding/offboarding, and talent management (including performance management and training and development), plus two or more functional areas of HR (e.g., employee relations, leaves of absence, accommodations, compensation, benefits administration, inclusion and belonging), • Bachelor’s degree in human resources, business administration, or related field, • Experience successfully managing small to mid-size projects, including directing project team members, • Experience implementing and/or managing human resources information systems (HRIS)/human capital management (HCM) systems and applicant tracking systems (ATS)Knowledge, Skills, & Abilities, • Demonstrates accountability by taking ownership of commitments, following through on deliverables, proactively communicating progress and challenges, and addressing issues with a solutions-oriented mindset, • Possesses a “roll up your sleeves” mindset, seamlessly shifting from administrative tasks to strategic, senior-level work as needed, with a focus on getting the job done and supporting team and business priorities, • Demonstrates a comprehensive understanding of progressive recruiting trends and best practices, • Applies effective sourcing techniques to identify and engage talent, • Utilizes Microsoft 365 applications proficiently, • Maintains a working knowledge of employment law, • Communicates effectively in writing and verbally, adapting to different audiences, • Stays highly organized, manages multiple priorities, and maintains strong attention to detail, • Is committed to inclusion and belongingPreferred Qualifications, • 8+ years of progressive HR experience, • Experience working within consulting and A/E (architecture/engineering) firm environment, • Experience working for a federal contractor, • Experience mentoring or supervising team members We are proud to support our employee-owners by offering the following compensation and benefits. • This position is salaried and exempt from overtime; the annual salary ranges by level are:, • Level III: $82,400 - $103,000, • Level IV: $92,700 - $113,300, • Level is determined during the interview process and will vary based on multiple factors, including but not limited to years of experience, type/relevance of experience, skillset, geographic location, and fit for the role, • Flexible hybrid work culture; Tuesdays and Thursdays in-office in Seattle, • Medical/prescription drug/dental/vision insurance for employees and dependents; employees covered at no cost on base plan with buy-up options available; company contribution for dependents, • Section 125 flexible benefits plans – healthcare and dependent care, • Company-paid life insurance for employees; option to purchase additional life insurance for employees and dependents at employees’ expense, • Company-paid long term disability insurance for employees; option to purchase short-term disability insurance at employees’ expense, • Employee Assistance Program (EAP), • Employee Stock Ownership Plan (ESOP), • 401(k) retirement plan, • Paid vacation accrued at 3.077 hours every two weeks (for a 40 hour/week employee, equivalent to 10 days per year), • Paid sick time accrued at 3.077 hours every two weeks (for a 40 hour/week employee, equivalent to 10 days per year), • Flexible paid holidays (10), • Paid volunteer time (8 hours annually), • Company-paid annual membership dues for one professional organization, • Professional development / continuing education allowance, • Discretionary annual bonus, • Transit benefit To learn more, please visit our website at: www.herrerainc.com Reliable internet service is required for remote work, with acceptable types including cable, DSL, or fiber and minimum speeds of 30 Mbps download and 5 Mbps upload. A wired Ethernet connection is strongly preferred. Dial-up, satellite, wireless bridges, range extenders, and outdated or weak Wi-Fi connections are not supported. We Are Committed to Equal Opportunity, Diversity, Equity, and Inclusion At Herrera, we celebrate our differences as much as our similarities. We know the best outcomes come from interdisciplinary, diverse, and inclusive teams. Our values are ever-present in the people, culture, and work we do, they are not just a few sentences on our website. We treat people with respect and act with integrity and objectivity. Our employment decisions are based on knowledge, skills, and abilities, and have nothing to do with your race, color, gender, age, religion, national origin, disability, sexual orientation, medical history, reproductive health decisions, political ideology, veteran status, or physical appearance. As an equal opportunity and affirmative action employer, we encourage women, minorities, veterans, disabled veterans, and individuals with disabilities to apply for our open positions. We are also a member of E-Verify. To learn more about E-Verify, read the E-Verify Notice and the Right to Work Notice. Powered by JazzHR CPbruJMeKO

Financial Advisor Location: Bellevue, WA Employment Type: Full-Time | RIA Environment The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client satisfaction within a structured, process-driven advisory model. You will serve as a primary point of contact for clients, ensure their plans are updated and implemented, and support internal team members while maintaining adherence to RIA fiduciary and compliance standards. About the Firm A boutique, process-driven retirement wealth management firm headquartered in Bellevue, WA. The firm focuses on structured, safety-first planning and is committed to providing clients with lifelong financial security and clarity. The environment is collaborative, utilizing consistent processes and workflows rather than siloed advisor models. Role Overview As an Existing Client Financial Advisor, you will: • Serve as the primary planning advisor for an assigned client base, • Lead annual and periodic review meetings using a structured planning framework, • Maintain, update, and execute client plans across income, portfolio, tax, healthcare, and estate planning topics, • Ensure recommendations are implemented accurately and timely, • Collaborate with internal teams and external partners on plan execution, • Mentor junior team members and support developing professionals, • Independently manage client account operations (withdrawals, distributions, RMD processing, beneficiary updates, etc.) within compliance guidelines All activity is subject to fiduciary standards and compliance review. Investment advice is delivered only by appropriately licensed advisors. Key Responsibilities Client Planning & Relationship Management • Serve as primary point of contact for existing clients, • Lead structured annual and periodic review meetings, • Maintain and update financial plans, including:, • Income and distribution strategies, • Portfolio and allocation planning, • Tax‑aware planning, • Healthcare and long‑term care considerations, • Estate planning coordination Client Risk Management & Insurance • Identify coverage gaps and income-protection needs, • Recommend solutions related to life insurance, annuities, or long-term care (within licensing scope), • Coordinate implementation with team members and partners Account Operations & Service Execution • Manage day‑to‑day account operations, including:, • Distributions and withdrawals, • RMDs, • Beneficiary changes, • Service recovery and issue resolution, • Maintain accurate workflow and documentation across custodial, planning, and CRM systems Collaboration & Mentorship • Work closely with Senior Advisors and Client Service staff, • Mentor junior team members, including Client Service Apprentices Client Education & Communications • Contribute to client education initiatives (presentations, written materials, videos—subject to compliance), • Maintain proactive, clear communication with clients Compliance & Professional Standards • Stay current on industry trends and fiduciary regulations, • Ensure all recommendations and documentation adhere to compliance requirements Required Experience & Competencies Candidates should have demonstrated experience with: • Custodian Systems: Daily use of Schwab Advisor Center, • Financial Products & Operational Knowledge: Buffered ETFs, structured notes, private credit, private equity, • Fixed indexed annuities, whole life insurance, long-term care solutions (Operational/service experience only; investment advice for licensed advisors) • Planning Software: eMoney, Holistiplan, • Data Tools: Excel and/or Google Sheets, • CRM Platforms: HubSpot, Salesforce, Redtail, Wealthbox, or similar, • RIA Environment: 2–5 years in an RIA or similar fiduciary setting Qualifications Required • Prior experience in financial advisory or client-facing planning, • Strong knowledge of comprehensive planning, • Series 65 (or equivalent), • Life & Health insurance license (state-specific), • Excellent communication and interpersonal skills, • High attention to detail and follow-through, • Ability to thrive in a process-driven, collaborative advisory environment Preferred • CFP® or equivalent designation (completed or in-progress), • Experience with retiree or pre-retiree client base, • Familiarity with insurance industry and RIA fiduciary standards, • Proficiency with planning software and CRM systems Compensation & Benefits • Compensation: $90,000 – $125,000+, • Bonus and Commission opportunities, • Medical & dental contribution, • 401(k) with employer match, • Paid holidays and PTO, • Professional development and licensing reimbursement, • Free parking and access to on-site fitness center

Symetra has an exciting opportunity to join our team as an Investment Analyst, Multi-Sector! About the role This role will support the continued growth of Symetra Investment Management's (SIM) investment portfolio working closely with the investment team to oversee the day-to-day management of the affiliated general account portfolios along with maintaining/improving the platform of investing tools to analyze portfolio strategies. This is a hybrid work role based in Farmington Connecticut. Company Overview Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025.Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of Symetra Life Insurance Company ("Symetra Life"), which was founded in 1957, and has insurer financial strength ratings of 'A' by A.M. Best and Standard & Poor's and 'A1' by Moody's. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 million customers and over 2,600 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2024.SIM currently has recently begun marketing its investment management services to third-party institutional investors. What you will do • Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools., • Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance. Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making., • Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, in pursuit of portfolio enhancement, as needed., • Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance. Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "I chose to work at Symetra because of the talented people I knew and the strong reputation they shared. Since joining in June 2021, what's kept me here is the genuine sense of inclusion, respect, and teamwork. Symetra's 'We' culture is more than a saying-it shows up in how teams collaborate and support one another. " - Johnna W., RFP Team Lead "Join. It's that simple. You won't find a better company that can draw out your potential in ways you didn't know you had." - Andrew H., Associate Underwriter What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. • Hybrid telecommuting arrangements, • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%, • Paid time away including vacation and sick time, flex days and ten paid holidays, • Give back to your community and double your impact through our company matching, • Want more details? Check out our _ Compensation Salary Range: $109,600 - $148,300 plus eligibility for annual bonus program Who you are, • B.S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background., • 2-5 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry., • Strong interest and experience in financial markets, preferably across fixed income markets (public and private), • Proficiency in Microsoft Suite and in Python/SQL or other coding languages., • The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively., • A "get it done" work ethic that supports the completion of tasks within specified time constraints, and the ability to adjust to shifting priorities as business conditions warrant, understanding that the work requirements of the position will sometimes embed inflexible deadlines., • Excellent written and verbal communication skills., • Knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required., • Progression towards CFA or MBA preferred., • High school diploma or GED required. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: _ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: • Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband.", • Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL., • Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to _ and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in:, • Disqualification from the recruitment process, • Withdrawal of a job offer, • Termination of employment and other criminal and/or civil remedies, if fraud is discovered

Symetra has an exciting opportunity to join our team as ManagingDirector, Investment Grade Public Credit Research! About the role We are seeking an experienced and intellectually driven Managing Director to lead our Investment Grade Public Credit Research effort. This is a senior leadership role in a $50 billion fixed income platform with a longstanding commitment to rigorous, bottom-up fundamental credit analysis. The Managing Director of Investment Grade Public Credit Research will be responsible for setting and maintaining the analytical standards of the team, leading coverage across a broad set of industry sectors, and actively developing credit talent at all levels. This individual will operate at the intersection of research leadership, portfolio collaboration, and analyst development-serving as the intellectual anchor of the investment grade credit franchise. The role requires deep sector breadth, a genuine passion for credit research, and a demonstrated ability to teach, coach, and mentor analysts across all experience levels. This role will work in close collaboration with peer groups in high yield, leveraged loans, private placements, and structured products-bringing continuity and connectivity to the firm's broader fixed income platform. This is a hybrid work role based in Farmington Connecticut (2 days per week). Company Overview Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025.Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of Symetra Life Insurance Company ("Symetra Life"), which was founded in 1957, and has insurer financial strength ratings of 'A' by A.M. Best and Standard & Poor's and 'A1' by Moody's. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 million customers and over 2,600 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2024.SIM currently has recently begun marketing its investment management services to third-party institutional investors. What you will do Research Leadership • Lead and oversee fundamental credit research across a broad universe of investment grade corporate issuers spanning multiple industry sectors., • Refine and maintain rigorous analytical standards for issuer-level credit work, including financial statement analysis, business model assessment, capital structure evaluation, and covenant review., • Develop and articulate well-grounded credit views in written and verbal form for use by portfolio managers in investment decision-making., • Stay current on macroeconomic conditions, credit market technicals, and sector-specific developments that bear on issuer credit quality., • Contribute to top-down thematic credit research and sector allocation views in collaboration with portfolio management., • Lead the development of artificial intelligence (AI) tools for the analyst team and incorporated them into the process. Team Development & Mentorship • Lead, mentor, and coach a team of credit analysts ranging from junior associates to senior analysts, with a focus on accelerating professional development and deepening analytical capability., • Conduct regular feedback sessions, provide structured guidance on the research process and communication, and support analyst performance reviews., • Design and oversee the firm's developmental credit training program for early-career analysts, including curriculum development, onboarding structure, and progression milestones., • Cultivate a culture of intellectual curiosity, analytical rigor, and collaborative debate within the research team., • Identify and recruit top-tier credit research talent in partnership with senior management and human resources. Cross Platform Collaboration • Partner closely with portfolio managers on the investment grade team to ensure research output is actionable and aligned with portfolio construction objectives., • Collaborate with peers and analysts in high yield, leveraged loans, private placements, and structured products to share credit intelligence, maintain issuer coverage continuity across the capital structure, and support cross-platform investment decisions., • Participate in firmwide investment committees, credit forums, and client-facing discussions as a senior research spokesperson., • Contribute to the development and refinement of research processes, tools, and infrastructure in partnership with technology and operations. What we offer you, • A seat at the table within a well-resourced, $50 billion fixed income platform with a disciplined, research-driven investment culture., • The opportunity to build and shape a best-in-class research team and training program with direct support from senior leadership., • Meaningful cross-platform collaboration across a fully integrated fixed income franchise spanning investment grade, high yield, loans, private placements, and structured products., • A collaborative, intellectually rigorous environment that values fundamental analysis, continuous learning, and professional development. We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home., • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%, • Paid time away including vacation and sick time, flex days and ten paid holidays, • Give back to your community and double your impact through our company matching, • Want more details? Check out our _ Compensation Salary Range: $230,000- $260,000 plus eligibility for annual bonus program and long-term incentive Who you are Required • Minimum 12-15 years of credit research experience in investment grade corporate bonds, with demonstrated coverage across multiple industry sectors., • Deep expertise in fundamental credit analysis, including financial modeling, industry analysis, and relative value assessment within the investment grade universe., • Proven track record of leading or co-leading a credit research function, including direct management and mentorship of analysts at varying levels of seniority., • Experience designing or contributing to a structured rotational credit training program for early-career professionals., • Exceptional written and verbal communication skills, with the ability to distill complex credit views into clear, concise investment-grade research., • Strong cross-asset awareness and ability to collaborate effectively with peers across high yield, leveraged loans, private placements, and structured products., • Capacity and interest in designing, developing and employing AI as part of the research process., • Bachelor's degree in finance, economics, accounting, or a related field required; CFA designation strongly preferred. Preferred • Prior experience at an institutional fixed income asset manager, insurance company general account, or bulge-bracket credit research platform., • Familiarity with the specific dynamics and investor base of USD-denominated investment grade corporate bonds at scale ($25B+)., • Experience interfacing directly with clients, consultants, and rating agencies on behalf of a credit research platform., • Advanced degree (MBA, CPA, or equivalent) is a plus. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: _ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: • Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband.", • Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL., • Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to _ and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in:, • Disqualification from the recruitment process, • Withdrawal of a job offer, • Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-Hybrid

Symetra has an exciting opportunity to join our team as an Assistant Director, Multi-Sector Portfolio Management! About the role The Assistant Director, Multi-Sector Portfolio Management will work closely with the Insurance Portfolio Management team to assist with oversight of the day-to-day management of the affiliated general account portfolios and maintain/improve platform of investing tools to analyze portfolio strategies. The individual will influence the continued evolution of the General Account by identifying areas of opportunity beyond current capabilities, including enhancing strategic and tactical asset allocation, cash management, capital-efficiency and competitive considerations. This is an individual contributor role with no direct reports. However, close collaboration with key stakeholders at SIM and SLIC, as well as a willingness to be "hands on" in the completion of required tasks will be critical to success, and to taking advantage of SIM's opportunistic approach and capabilities. This is a hybrid work role based in Farmington Connecticut. Company Overview Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025.Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of Symetra Life Insurance Company ("Symetra Life"), which was founded in 1957, and has insurer financial strength ratings of 'A' by A.M. Best and Standard & Poor's and 'A1' by Moody's. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 million customers and over 2,600 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2024.SIM currently has recently begun marketing its investment management services to third-party institutional investors. What you will do • Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools, making contributions to higher-level strategic decision-making all the way to hands-on tasks such as executing trades. Work with cross-functional teams in SIM and SLIC to optimize portfolio and accomplish client objectives within constraints., • Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance. Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making to develop asset strategies to support current suite of insurance products., • Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, to expand market insights and advocate for investment recommendations to advance overall portfolio construction., • Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance. Support preparation and delivery of periodic reports to senior management. What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home., • Hybrid arrangements, • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%, • Paid time away including vacation and sick time, flex days and ten paid holidays, • Give back to your community and double your impact through our company matching, • Want more details? Check out our _ Compensation Salary Range: $176,000 - $238,000 plus eligibility for annual bonus program Who you are • B.S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background., • 8-10 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry., • Experience in financial markets and insurance asset management, preferably across fixed income markets (public and private), • Proficiency in Microsoft Suite and in Python/SQL or other coding languages., • The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively., • A "get it done" work ethic that supports the completion of tasks within specified time constraints, and the ability to adjust to shifting priorities as business conditions warrant, understanding that the work requirements of the position will sometimes embed inflexible deadlines., • Excellent written and verbal communication skills., • Understanding of the insurance company environment including knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required., • Progression towards CFA or MBA preferred. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: _ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: • Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband.", • Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL., • Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to _ and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in:, • Disqualification from the recruitment process, • Withdrawal of a job offer, • Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-Hybrid

_ is currently looking for a full-stack Web Developer with solid solution engineering skills and deep ecommerce experience to join Miva’s Professional Services team. This role focuses on building high-performing ecommerce experiences on the Miva platform using core web technologies—no heavy frameworks, just solid engineering fundamentals enhanced by modern AI tooling. This is a client-facing delivery role, not an internal product or R&D position. The chosen Web Developer will collaborate closely with Product Managers, UX Designers, and other delivery team members to translate business requirements and user needs into high-performing solutions that adhere to defined scope and timelines and maximize platform capabilities. As a key technical liaison, you will communicate effectively with clients in both written and verbal forms and translating complex technical concepts into clear, actionable guidance for non-technical stakeholders. AI-Driven Development | We are an AI-first web development team. You’ll be expected to: • Use AI tools for rapid prototyping, first-pass code generation, and workflow automation, • Accelerate integrations, data transformations, and repetitive development tasks with AI assistance, • Leverage AI for documentation, code reviews, testing, and performance optimization, • Maintain high code quality while using AI as a force multiplier—not a crutchThings you will do:, • Develop and maintain ecommerce storefronts using HTML5, CSS3, and modern vanilla JavaScript (ES6+) within Miva’s templating environment, • Write efficient server-side logic using Miva Template Language (MVT) to power dynamic content, • Build and support integrations with external systems (REST/SOAP APIs, ERPs, CRMs, payment, shipping, analytics, and marketing tools), • Act as the technical bridge between client storefronts and their broader business ecosystem, • Troubleshoot and resolve frontend, backend, and configuration issues across platforms, • Optimize performance, SEO, accessibility, and conversion (Core Web Vitals, GA4, GTM, etc.), • Implement merchandising strategies, personalization, promotions, and optimized purchase flows, • Ensure cross-browser/device compatibility with a mobile-first approach, • Collaborate with Product Managers, UX Designers, and delivery teams to execute within scope and timelines, • Communicate clearly with clients, translating technical concepts into actionable insightsThings you will bring:, • 3+ years of professional web development experience (1+ year in ecommerce), • Strong proficiency in HTML5, CSS3, and vanilla JavaScript (ES6+), • Advanced mastery of AI coding assistants (e.g., GitHub Copilot, Cursor, Claude Code) integrated into daily development workflows to accelerate output without sacrificing underlying code quality or engineering fundamentals, • Ability to write CSS that works across browsers without relying on CSS-in-JS libraries, • Experience building API integrations (REST and/or SOAP), • Working knowledge of PHP and SQL-based databases (MySQL/PostgreSQL), • Strong understanding of DOM manipulation without relying on libraries, • Experience with Git-based workflows, including experience with AI-enhanced pull request generation, merge conflict resolution, and automated commit messaging, • Solid grasp of performance optimization, SEO, and accessibility (WCAG), • Ability to manage multiple projects in a client-facing delivery environment, • Strong communication skills in a remote, collaborative setting Bonus points if you have: • Experience with platforms like Miva, Shopify, BigCommerce, or Magento, • Familiarity with ERPs/CRMs (NetSuite, Salesforce, Microsoft Dynamics, etc.), • Experience with build tools (Webpack or similar) and modern PHP frameworks (Laravel) with a focus on MVC design patterns, RESTful API development, and scalable backend architecture, • Experience using containerization or local development tooling such as Docker, • Agency or Professional Services experience, • Experience building AI automation scripts, leveraging LLM APIs directly, or integrating AI agents into CI/CD deployment pipelines and testing workflows Our awesome perks! • Remote company - work from anywhere, • Unlimited PTO, • Maternity/Paternity leave, • Medical/Dental/Vision/FSA/Life, • 401k with company match, • Flexible work schedule, • Inspiring & collaborative peers, • Work within a company that has been recognized multiple times as a top employer, most notably being named one of the “Best Places to Work in San Diego” by the San Diego Business Journal! The salary range for this position is $90k - $115k annually. This information is current as of the initial date of this job posting and may be modified in the future. The actual pay determined for an individual will vary based on job-related factors such as relevant experience and/or education, particular skills, and location. Miva is a fully remote company with employees distributed across the U.S. Our ideal candidate for this role will reside in one of the following states: AZ, CA, CO, FL, GA, ID, IL, KS, MA, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VT, or WA. Miva is a leading eCommerce software dedicated to empowering enterprise merchants and agencies with a state-of-the-art online storefront. To date, Miva software has powered over $100 billion in online sales for retailers worldwide. Our success and the success of our clients are driven by high-performing teams of talented professionals. By creating a culture in which passion, ingenuity, and collaboration are rewarded, we have become the driving force for the advancement of independent commerce. Miva is backed by Equality Asset Management, a private equity firm who is committed to supporting Company growth. Miva has been named a Best and Brightest Company in 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Miva, Inc. is an Equal Opportunity Employer. Read Miva's Applicant Privacy Notice _.

Siri InfoSolutions, Inc. is a private equity consortium firm providing IT staffing services to Fortune 500 clients across the US. We believe that it’s an exceptional company - a company of people proud of the work they do and the solutions they provide. By understanding what drives our specialty industries, becoming involved in our communities on a professional and personal basis, following a disciplined process of identifying quality candidates, partnering with employers to understand their core business and their employment requirements, and delivering exceptional service, we achieve great results for all concerned. Must have skills: MUST HAVE proven expertise in CA TDM CA TDM is very specific **Delphix is a huge plus but no mandatory Test Data Management • 8 to 15 years of experience in Test Data Management using tools such as Broadcom CA TDM, Delphix, Informatica TDM, Javelin, and GenRocket., • Strong hands-on expertise with Broadcom TDM components including TDM Portal (project creation, data modeling, masking, generation, self-service), Fast Data Masker, Data Maker, Data Subsetting, and Javelin workflow design., • Proven experience with the Delphix platform for data virtualization, self-service portal configuration, data cloning, and automation through REST APIs., • Skilled in designing and implementing enterprise-level TDM strategies aligned with organizational goals, including data provisioning, masking, synthetic data generation, and compliance with data privacy regulations (e.g., GDPR, HIPAA)., • Deep understanding of relational and non-relational databases (Oracle, SQL Server, MySQL, Teradata, MongoDB, cloud storage) and ability to handle both structured and unstructured data sources., • Experience integrating TDM solutions within Agile and DevOps frameworks, including automation, CI/CD pipelines, and data pipelines., • Ability to manage end-to-end test data lifecycle from request intake to delivery and restoration, ensuring scalability, security, and operational efficiency., • Strong analytical skills to assess business needs, architect scalable data management solutions, and continuously improve TDM processes., • Familiarity with data quality, ETL/ELT processes, data profiling, and containerization technologies (e.g., Docker) is a plus. Masters All your information will be kept confidential according to EEO guidelines.

About Lincoln Avenue Communities Welcome to Lincoln Avenue Communities (LAC)—a leading, mission-driven real estate private equity firm dedicated to strengthening communities through the development and preservation of affordable housing. As a vertically integrated developer, investor, and long-term operator, we deliver sustainable, high-quality homes to lower- and moderate-income individuals, seniors, and families across 30 states. Our growing portfolio—with more than 180 properties home to 80,000+ residents—reflects our commitment to long-term impact, operational excellence, and resident well-being. LAC is proud to be recognized as an industry leader, recently ranked No. 1 on Affordable Housing Finance’s 2025 AHF 50 list of top developers. Our approach combines strategic investment, thoughtful design, and community partnerships to deliver housing solutions that foster stability, opportunity, and resilience. About This Role Lincoln Avenue Communities (LAC) is seeking a junior/associate-level Development & Construction Accountant to join our collaborative, mission-driven team dedicated to preserving and developing affordable multifamily housing nationwide. In this role, you will support the financial and operational management of our real estate development pipeline, ensuring accuracy, compliance, and successful project delivery. Reporting to the Finance Manager, you will actively manage development transactions across multiple properties and work cross-functionally with senior leaders, lenders, equity partners, CPAs, general contractors, property managers, and governmental agencies. As a rapidly growing and well-capitalized organization, LAC provides meaningful opportunities for career advancement and the ability to contribute to high-impact projects that strengthen communities across the country. This is a remote position, however, we are open to Los Angeles-based candidates (for local candidates, we require 3 days in the office). What You’ll Do • Serve as the primary contact for post-closing development transactions., • Process and manage monthly construction loan draw requisitions for tax credit rehabilitation and new construction projects., • Oversee the development budget, reconciling and reallocating costs as necessary., • Monitor construction progress and project reimbursements closely., • Coordinate timely invoice payments and funding disbursements., • Manage the timing and funding of equity installments with investor partners., • Prepare tax credit documents in coordination with third parties., • Respond promptly to third-party requests and efficiently manage multiple deadlines., • Track key project-related information, including construction milestones, equity installments, project contacts, bond disclosures, and other critical data., • Interpret and implement terms of construction contracts, partnership agreements, loan documents, regulatory agreements, closing pro forma financial models and other related agreements., • Maintain strong professional relationships with state agencies, lenders, investors, credit underwriters, CPAs, general contractors, and architects., • Oversee tax credit program compliance in collaboration with the compliance specialist., • Collaborate cross-departmentally to ensure timely delivery of key project milestones., • Assist management and senior business leaders with various special projects as needed. What You Bring • Strong work ethic with the ability to manage tasks efficiently, meet deadlines, and consistently deliver high-quality results., • Highly organized, proactive and reliable with a strong intellectual curiosity., • Skilled in planning, prioritizing, and driving projects to completion while achieving key milestones., • Ability to manage multiple deadlines effectively in a fast-paced environment., • Proficient in evaluating complex data, identifying issues, and presenting actionable solutions., • Excellent communication, collaboration, and interpersonal skills, with a focus on driving process improvements and enhancing efficiency., • Self-starter who takes ownership of responsibilities, works independently, and interacts confidently with senior management. Required Experience: • At least 2 years of experience in Construction Accounting is required, specifically supporting Low-income Housing Tax Credit (LIHTC) projects., • Strong understanding of construction documents (i.e. AIA G702 G703, G704, lien waivers, change orders, certificates of completion)., • Must have experience with loan draws and cost certifications., • Must currently work at a CPA firm; we have a strong preference for candidates applying from a CPA firm (vs. an in-house development firm). Other Education and Experience • Bachelor’s degree in Accounting, Finance or a related field., • Experience in interpreting financial models related to real estate transactions., • Proficient in Microsoft Office, particularly with skills in MS Excel., • Knowledge of HUD loan programs is preferred., • Strong attention to detail in financial transactions and budget management (experience with development budgets and construction cost tracking throughout the project lifecycle is highly beneficial)., • Demonstrated ability to effectively manage multiple projects and deadlines in a fast paced, dynamic environment., • Proven problem-solving skills with a proactive approach to identifying and addressing challenges., • Familiarity with real estate development software (i.e. Real Page, Yardi or similar systems) is a bonus. Benefits The expected base salary for this role is $90,000 - $95,000. This represents the current target and is subject to change. To determine starting pay we carefully consider a variety of factors, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal parity. Our comprehensive total rewards package offers more than just a salary. Benefits include: • Performance-based bonuses, • Full medical, dental, and vision coverage for you and your dependents, • 401(k) plan with employer matching and immediate vesting, • Life and disability insurance, • Generous PTO, holidays, and sick time, • Paid parental leave, • Employee referral incentives, • Fun company and team-building events, • Continuous learning and development opportunities Equal Employment Opportunity Lincoln Avenue Communities is an equal-opportunity employer. We prohibit discrimination and harassment of any kind and afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. At LAC, we conform to the spirit and the letter of all applicable laws and regulations.

From three brands to one vision. Edison Energy, and affiliated companies Alfa Energy and Altenex Energy, recently united under one new global name and brand - Trio. Trio provides integrated strategy and implementation services – in sustainability, renewables, energy procurement, conventional supply, energy optimization and transportation electrification – to help the world’s largest organizations meet their strategic, financial, and sustainability goals. In October 2022, Alfa Energy, which began operations in the UK in 1995 and later expanded into a number of countries in Europe, joined the Edison Energy group in order to provide integrated sustainability and energy advisory services to clients across North America and Europe. We made the decision to unify under a single global name and brand as a way to accelerate the company’s approach to serving clients by providing you with a set of integrated sustainability and energy offerings across diverse sectors and geographies. With our new name and brand, we look forward to continuing our progress towards fulfilling our strategic vision and purpose - to guide the world’s largest businesses at every step of their decarbonization journeys. The Trio family of companies are wholly owned subsidiaries of Edison International (NYSE: EIX). Position Overview: This will be a remote role performing advisory duties for renewable energy procurements (such as PPAs) and aiding private equity/investment firms and developers with M&A activity around renewable energy projects. This position is within the Clean Energy Advisory & Investments team and is responsible for advising clients (many of the Fortune 50 companies, PE, and infrastructure capital firms) on renewable investments and energy procurements. This position serves as an extension of the client’s internal team, aiding in strategy setting, education, due diligence, renewable energy procurements, risk analysis and deal approval support. This position will support our clean energy investments advisory practice, helping clients form an investment strategy, evaluate options, performing detailed project due diligence, and providing commercial deal support for direct investment structures, project and developer acquisitions, project sales, and loan facilities. This role will also support clients seeking to procure renewable power by providing education around renewables and energy markets, setting procurement strategies, sourcing renewable offtake, and obtaining internal deal approval. The Clean Energy Investments & Advisory Manager is responsible for delivering high-quality advisory service to clients, maintaining relationships with key renewable developers and clients, and leading important initiatives for the Edison clean energy team. Associate level and manager/senior manager level candidates will be considered. This is a client-facing role so manager/senior manager candidates are expected to be comfortable speaking to clients, leading engagements independently, answering client questions, and presenting to C-suite level audiences. Associate level candidates should be comfortable supporting engagements, presenting to clients and answering client questions with support or on a limited basis. This is a full-time, remote position based in either the US or Canada. \n Job Roles & Responsibilities: • Manage or support client relationships by delivering high quality, timely and value-added services., • Serve as a subject matter expert in one or more aspects of renewable energy, including (but not limited to) project development, project finance, renewable asset M&A, renewable tax equity, PPA or MIPA negotiations, and energy procurement., • Vet renewable projects for acquisitions, investments, and sales including detailed project due diligence of development and NTP stage-assets., • Prepare diligence reports, Q&A logs, and summaries of findings for client review., • Lead or support due diligence discussions between investors and developers., • Prepare and present polished findings, strategies, deal opportunities, and educational collateral to client stakeholders, • Work with corporate clients to create strategies to reduce scope 2 emissions using multiple renewable procurement options including PPAs, vPPAs, retail renewables, RECs/EACs, utility green tariff programs, and distributed solutions., • Work collaboratively with team to support client work., • Manage relationships with key developer and client contacts. Desired Background: • 3-10 years of renewables experience at any of the following: renewable developer, consulting or investment firm focusing on renewables investments, utility or retailer, private equity firm Required Skills: • Detailed understanding of renewable project development and/or financing process, • Ability to understand renewables contracts, such as power and asset purchase agreements, • Comprehensive understanding at least one of the following: wholesale and retail energy markets, renewable energy development, project or tax equity financing, and corporate energy procurement strategies, • Must be a strong communicator, both in writing and in presentation skills. Managers and senior managers will be expected to lead significant senior level client interactions, • Must possess strong analytical skills to understand energy market fundamentals and translate data into commercial strategies and advice for clients, • Must be highly organized and able to manage multiple client engagements Benefits for Full-Time Employees: • Generous Paid Time Off (includes but not limited to Paid Parental Leave, Bereavement, Jury Duty, Sick, Vacation, etc.), • National Holiday Pay & Float Holidays, • 401(k) Employer Matching, • Health Benefits: Medical, Dental, Vision, • Employer 100% Paid Life Insurance Benefits, • Employer 100% Paid Short Term and Long Term Disability Plans, • Supplemental (Flexible Spending Accounts, Commuter Benefits, Cancer/Critical Care, Hospitalization, Accident), • Recognition of Hard Work and Exemplary Performance, • Short Term Incentive (STI) Bonus Based on Performance Goals \n$100,000 - $160,000 a yearTrio Compensation Statement Trio Advisory offers a competitive and comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The listed salary range represents Trio Advisory’s good faith estimate for this position and represents the minimum and maximum for new hire salaries across all U.S. locations. An employee’s rate of pay within the range is determined based on the successful applicant’s education, experience, knowledge, skills, and abilities in addition to geographic location and demonstrated performance over time. In addition to those factors, we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range stated above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. Trio Advisory reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #LI-Remote\n Trio is committed to building a diverse and inclusive workplace. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national original, age, disability, protected veteran status or any other protected status. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. NOTE: Trio is not the same company as Southern California Edison, the utility, and Trio is not regulated by the California Public Utilities Commission.

About Us: YipitData is the market-leading data and analytics firm. We analyze billions of data points every day to provide accurate, detailed insights across industries, including consumer brands, technology, software, and healthcare. Our insights team uses proprietary technology to identify, license, clean, and analyze the data that many of the world’s largest investment funds and corporations depend on. We raised $475M from The Carlyle Group at a valuation over $1B, further accelerating our growth and market impact. We have been recognized multiple times as one of _. As a fast-growing company backed by The Carlyle Group and Norwest Venture Partners, YipitData is driven by a people-first culture rooted in mastery, ownership, and transparency. With offices in New York, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore, we continue to expand our reach and impact across global markets. About SpendHound: is a 100% free software renewal management platform and service recently launched by the research firm YipitData. (See this from SpendHound’s Senior Product Manager!) • SpendHound is the single source of truth for companies’ renewal information and includes:, • A comprehensive view of all software applications used with annual contract values, auto-renewal information, renewal dates, license counts, and more, • An invoice and contract management system for companies to store their invoices and contracts, • Renewal reminders through email and Slack so companies never miss upcoming software renewals, • Free advice from procurement experts to discuss price benchmarking insights and negotiation strategies for any upcoming renewals, • Companies use the SpendHound platform and procurement expert service to save time and money on their software renewals. SpendHound is free for customers because customer data is de-identified, aggregated with other panelists, and used as part of YipitData market research (example report). Why You Should Apply NOW: We’ve grown from 40 customers to over 1000 customers and have expanded from a single point solution to a multi-modal platform in 2 years. As we continue to scale, Private Equity partnerships are becoming a critical part of our go-to-market strategy. We're looking for a Partnerships Manager - Private Equity to define and lead our Private Equity ecosystem, helping us unlock new relationships and build on existing relationships. About The Role: In this role, you’ll have a unique opportunity to shape and scale the Private Equity and Venture Capital partner program. You’ll be responsible for identifying high-potential partners, building strong relationships, identifying collaboration opportunities, and defining product and marketing opportunities to deepen our partner programs. Your goal is to build strong partnerships that drive a strong and consistent lead flow, resulting in new SpendHound customers. This is a remote-friendly opportunity that can sit in NYC (where our headquarter is located), one of our office hubs (Austin, Miami, or Mountain View), or anywhere else in the US. However, depending upon where the remote work is performed, income could be subject to New York State tax withholding. As Partnership Manager, You Will: • Identify, source, and onboard new partners across the Venture Capital and Private Equity landscape, • Build strong relationships with partners across their investment and operating teams that drive mutually beneficial partnerships that grow stronger over time, • Help define the playbook to scale the program across many possible partners, • Develop and manage joint go-to-market strategies with partners to drive mutual value and accelerate customer acquisition, including scalable processes and playbooks for partner enablement, co-marketing, and referral workflows, • Work cross-functionally with sales, marketing, product, and customer success to ensure partnership initiatives are aligned and delivering results, • Serve as the primary point of contact for key partners, building deep relationships that lead to long-term collaboration and trust, • Track and report on partner performance, pipeline influence, and overall impact on business metrics, • Experiment with new partnership models, incentives, and outreach strategies to drive growth You Are Likely To Succeed If: • Enjoy building new programs from the ground up and are comfortable experimenting and navigating ambiguity, • Are a strong communicator with the executive presence to engage senior leaders and represent SpendHound externally, • Thrive in fast-paced, cross-functional environments and know how to keep momentum moving across teams, • Can identify key stakeholders across partners, what motivates different leaders, and build lasting relationships, • Are proactive, self-directed, and take ownership without waiting for permission Have 2-3 years of experience in partnerships (from early stage), business development, or sales roles at a SaaS, fintech, banks, or have an Investment Banking background. • Consulting experience, and are excited to move into a Partnerships role at a fast-paced startup. What We Offer: Our compensation package includes comprehensive benefits, perks, and a competitive salary: • We care about your personal life and we mean it. We offer flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more!, • Your growth at YipitData is determined by your impact, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust. The on-target-earning for this position is anticipated to be $150,000 USD ($100,000 Base + $50,000 Uncapped Bonus). The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer. _

Lumenci is seeking a Senior Associate – Software to support high-impact patent litigation, IP strategy, and monetization engagements across advanced software technologies. This role is ideal for engineers with hands-on experience in software development, system architecture, distributed systems, embedded software, or AI/ML, who are eager to apply deep technical expertise in complex IP and legal environments. About Lumenci Founded in 2018, Lumenci is a premier intellectual property consulting firm specializing in patent litigation, expert witness testimony, and patent monetization for leading corporations and global law firms operating across the semiconductor, software, telecommunications, and emerging technology sectors. A key part of Lumenci’s model is the integration of deep technical expertise with litigation strategy. Our teams support high‑stakes disputes by developing technical narratives, performing rigorous analysis, and partnering with world‑class expert witnesses whose testimony shapes case outcomes in courts and arbitration forums worldwide. Headquartered in Austin, Texas, with offices in San Francisco, New York, and Gurugram, India, Lumenci delivers end‑to‑end support spanning technical analysis, expert strategy, valuation, and monetization execution. Our differentiated approach, which includes combining engineering depth, litigation experience, and operational rigor, has resulted in long‑term partnerships with leading law firms and technology companies navigating complex IP disputes. Lumenci is backed by VSS Capital Partners (“VSS”) and Century Equity Partners (“CEP”). VSS is a private equity firm dedicated to investing in tech‑enabled business services, healthcare and education companies. Since 1987, VSS has managed eight private capital funds with aggregate committed capital of nearly $4 billion across over 100 platform companies and hundreds of add‑on acquisitions. CEP is a private equity firm headquartered in Boston, MA, that partners with companies seeking investments to support growth or fund acquisitions, partial buyouts, or recapitalization opportunities. How We Work at Lumenci Solve for the Customer: Lumenci is a customer‑first company, focused on creating long‑term relationships with our clients. Customers include internal employees and candidates who are part of the recruitment process. Quality, Ownership, and Accountability: We are passionate about results and take full ownership of our work. We are performance‑oriented and driven by excellence. Collaboration: We encourage collaboration over competition, work in small teams, and believe that teams do better than individuals. Growth Mindset: We are adaptable to the changing requirements and needs of a dynamic high‑growth company and encourage each other to take diverse initiatives and develop new competencies. Role Type and Work Arrangement Employment Type: Full‑time, exempt Work Arrangement: Remote, US‑based Location: Candidates may be located anywhere in the United States, subject to being legally authorized to work in the United States without sponsorship. This role may require approximately 40% domestic travel for client meetings, expert meetings, lab and teardown visits, design/source code reviews, depositions/trials, and conferences. Responsibilities As a Senior Associate – Software, you will: • Contribute as an individual contributor on client projects involving software systems, platforms, applications, and distributed architectures., • Deliver patent analysis and IP monetization research related to software technologies, including technology due diligence, claim charting/infringement analysis, prior art searching, market research, and target scouting for software portfolios and products., • Analyze and reverse engineer implementations of software systems and architectures, such as:, • Backend systems, APIs, and distributed/cloud architectures, • Embedded and real-time software systems, • AI/ML models, data pipelines, and algorithmic implementations, • using industry-standard analysis techniques and tools (e.g., code analysis, static/dynamic analysis, debugging, instrumentation, log analysis, system tracing) as well as custom approaches., • Design and execute technical analysis plans and experiments to evaluate software architectures, system behavior, performance characteristics, and algorithmic implementations, and connect the resulting findings to patent claims, standards, and accused products., • Review datasheets, design documentation, system architecture diagrams, API specifications, developer documentation, and standards documents related to software systems, and map technical details to patent claims and commercial implementations., • Support Expert Witnesses and attorneys on IP litigation matters, including:, • Technical analysis for expert and consulting reports, • Review of source code, system architecture, design documentation, and logs, • Preparation for depositions, hearings, and trials, • Collaborate with project leads and senior consultants to prepare client deliverables and presentations that clearly explain complex software architectures, system designs, and algorithmic concepts to both technical and non-technical audiences., • Assist in maintaining relationships with existing and prospective clients by supporting technical discussions, demos, and workshops focused on software and IP opportunities., • Collaborate with Lumenci’s product teams to provide input on requirements, testing, and roadmap for technology platforms related to software analysis, technical content build, and IP analytics., • Contribute to thought leadership in software and IP, including blogs, whitepapers, research summaries, and internal training on software systems, architectures, and IP strategy., • Collaborate across the organization with in-person and distributed global teams; attend internal and external meetings, workshops, conferences, code reviews, depositions, and trials as needed. Minimum Requirements • Bachelor’s degree in Computer Science, Software Engineering, Computer Engineering, or a closely related field with a focus on software systems, architectures, or application development., • 2–4 years of hands-on experience working with software or software-adjacent systems in an R&D, development, systems, test, or consulting role (for example, software development, backend systems, distributed systems, embedded software, or application engineering), including implementing, analyzing, or optimizing software systems or architectures., • Strong understanding of core software fundamentals, such as data structures, algorithms, system design, operating systems, networking, and software architecture patterns., • Experience working with software development flows, tools, or reference implementations for one or more domains, such as:, • Backend / distributed systems (e.g., microservices, cloud platforms, APIs), • Embedded or systems software (e.g., real-time systems, firmware), • AI/ML systems or data platforms (e.g., model pipelines, data processing frameworks), • Demonstrated proficiency in one or more relevant programming/scripting languages (e.g., Python, Java, C/C++, JavaScript, or similar) for software development, data analysis, or automation., • Ability to clearly explain complex technical topics in writing and verbally to both technical and non-technical audiences, especially when translating software technical detail into IP and business implications., • Strong analytical skills, attention to detail, and ability to manage multiple tasks and deadlines in a fast-paced consulting environment., • Approximately 40% domestic travel (for client meetings, expert meetings, code reviews, depositions/trials, and conferences). Preferred Qualifications • Experience supporting IP litigation, licensing, standards-related work, or patent monetization related to software systems, platforms, or applications., • Familiarity with common software analysis and reverse-engineering workflows, such as static/dynamic code analysis, debugging, instrumentation, protocol analysis, and performance profiling., • Exposure to standardization activities, industry groups, or open-source ecosystems related to software technologies, platforms, or protocols., • Experience with software design, development, or system architectures (e.g., distributed systems design, API development, cloud-native architectures, CI/CD pipelines) and familiarity with how these features are represented in patent claims., • Experience in intellectual property services, such as patent drafting/prosecution support, technical support for licensing negotiations, or patent brokerage, particularly where software or software-adjacent technologies were involved. Why You Will Love Working for Lumenci Be Part of a Global Team: Joining Lumenci means joining a diverse and globally distributed team. You will collaborate with talented individuals from different backgrounds and cultures, bringing unique perspectives to every project. Growth and Development Opportunities: At Lumenci, we believe in recognizing and rewarding merit. We offer opportunities for merit‑based promotions, allowing you to advance your career based on your performance, contributions, and dedication. We are committed to supporting your professional growth and development, providing the resources and mentorship needed to excel in your role and take on new challenges. Benefits & Total Rewards Comprehensive Health & Well‑being: Robust medical, dental, and vision insurance options with significant company contributions toward employee premiums to support the health of our Luminaries and their families. Retirement Strategy: 401(k) program with a competitive employer‑matching contribution, enabling employees to build long‑term financial security. Performance‑Based Incentives: Total cash compensation includes a variable pay component designed to reward both individual achievements (KRAs) and overall company success. Time Off & Leaves: A balanced leave policy that includes accrued Paid Time Off (PTO), designated company holidays, and additional floating holidays for personal or cultural significance. Holistic Wellness Support: Dedicated Wellness Leave to address both physical health and emotional well‑being, as well as paid leave for significant life events like bereavement and parental bonding. Culture of Autonomy & Growth: A flexible, remote‑first work environment that favors autonomy and provides structured support for ongoing professional development and career advancement. Compensation & Pay Transparency The expected total annual compensation range for this role is $80,000–$120,000 USD, which may include base compensation and other eligible incentive components. Actual compensation will depend on skills, experience, and work location. For candidates in jurisdictions that require pay range disclosures, Lumenci will provide a good‑faith compensation range for the candidate’s location as part of the job posting or during the interview process, consistent with applicable law. Salary History: In compliance with applicable laws, Lumenci does not request, require, or rely on an applicant’s prior salary history when determining a starting salary or during any part of the hiring process. Equal Opportunity Employer: Lumenci is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Accommodations: If you require a reasonable accommodation to complete this application or participate in the interview process, please let your recruiter know. Employment Relationship: Nothing in this job description creates or is intended to create a contract of employment for any specific period of time. Employment with Lumenci, if offered, is on an at‑will basis and may be terminated by either the employee or Lumenci at any time, with or without cause and with or without notice, subject to applicable law. Work Authorization: Must be legally authorized to work in the United States without sponsorship.

IP Practice Team Specialist Cooley is seeking an IP Practice Team Specialistto join the IP Services team. Position Summary: The IP Practice Team Specialist (IP PTS) serves as the centralized point of contact responsible for providing high-level non-billable administrative practice management support to assigned Patent practitioners. The IP PTS supports the entire practice group and serves as the administrative liaison between clients and the firm. Position Responsibilities: Administrative and practice support: • Take initiative to handle/support non-billable functions of the IP practice groups allowing the practitioners to focus on business development and billable client work, • Key point of contact for senior attorneys and practitioners, perceptively anticipate their need, liaison between partners and others inside and outside the firm, e.g. communicate with clients as needed, • Key administrative liaison for the integration of new practitioners, • Proactively oversee new client engagement and conflicts checks, draft and finalize waiver letters, • Draft audit letters and support the audit letter approval process, • Coordinate with and assist client transition team with intake, transfer, and disengagement tasks, for example, communicating with foreign agents as needed, • Create and maintain client and partner reference guides in coordination with the client teams, • Provide transition support to departing practitioners including monitoring email and voicemail accounts post departure, • Oversee all aspects of practice group meeting preparation and logistics (e.g., agenda, conference rooms, catering, outlook invitations, presentation materials), • Support practitioners as needed to meet professional development requirements, • Arrange for and manage complex travel (domestic & international) Billing and finance support: • Proactively keep the pre-bill review process moving to lessen the attorney's workload and take responsibility of timely returning pre-bills to Accounting, • Work in partnership with Financial Services and client account specialists to compile reports and analyze data as needed, • Serve as the liaison between client and collections on special billing requirements, discrepancies, write-offs and discounts as directed, • Request and analyze client billing charts and monitor client matter budgets, • Assist with the practice expense approval process, • Take initiative to process expense reimbursements, • Assist in the international invoice approval process, approve credit memos from international agents Prosecution support: • Monitor and maintain status charts for clients and practitioners to ensure prioritization and completion of timely filings; coordinate with the client service specialists and trademark paralegals, as appropriate regarding same; prepare reports of previous filings and upcoming deadlines, • Generate docket and status reports as needed, • Perform research and extract relevant IP information from official patent and trademark databases Business development and marketing support: • Coordinate and participate in specific initiatives related to client development efforts led by, and in conjunction with, members of the Marketing and Business Development team, • Prepare and maintain reports relating to pitches made to clients and potential clients as requested Special projects: • Conduct research for a variety of purposes, e.g. IP research on public and private databases, gather potential and current client information such as corporation/subsidiary information to update our records or for conflict checks, create a dossier for a partner or a client presentation, • Centralized point-of-contact for opening all IP pro bono matters, • Tracking diligence projects General responsibilities: • Act as a back-up to other IP PTS(s), • Maintain high standards for internal/external client service and quality control, • Champion and promote diversity, equity and inclusion to help drive positive change, • Prepare and deliver oral and written communications that are concise and convey tenacity, enthusiasm, and innovative thinking, • Consistently meet deadlines and effectively complete operational and project-based assignments, • Adhere to IP principles, specific policies, procedures and best practices, • Actively participate in team training sessions and meetings and provide appropriate feedback or topic ideas, • Immediately report all risk management-related concerns following proscribed risk reporting process, • All other duties as assigned or required Skills & Experience Required: • 3+ years relevant IP experience, • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications, • Available to work overtime, as required, • Relevant executive administrative experience Preferred: • Bachelor's Degree, • Law Firm experience strongly preferred Competencies • Customer service oriented, as demonstrated by strong attention to detail, organization and ability to prioritize work tasks and manage deadlines based upon internal and external client needs, • Ability to work independently and under pressure/tight time constraints, • Creative and entrepreneurial approach to problem-solving and process improvement, • Flexible and agile, ability to reprioritize with changes in the business, • Strong initiative and a get-it-done attitude, • Excellent communication and interpersonal skills Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE. The expected hourly pay range for this position with a work schedule of 40 hours per week is $40.00 - $53.00 ($83,200.00 - $110,240.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

Capitalization Table Management Analyst Cooley is seeking a Capitalization Table Management Analyst to join the Practice Management team. Position summary: Under the direction of the Manager of Capitalization ("CAP") Table Administration, the Capitalization ("CAP") Table Management Analyst will analyze the cap table implications for complex equity financings and other corporate transactions for private company clients, manage cap table updates and advise on onboarding, plan administration and platform choices. The analyst is responsible for generating, maintaining and analyzing accurate records of a company's capitalization table, providing critical support for equity-related transactions. Specific duties and responsibilities include, but are not limited to, the following: Position responsibilities: • Manage the planning, analysis and implementation of onboarding clients to online capitalization management platforms, • Manage and maintain accurate and up-to-date cap tables reflecting all equity ownership, including shares, options, warrants, convertible notes, and other securities, • Proactively monitor, analyze and track changes in equity ownership resulting from equity issuances, transfers, conversions, exercises, and other corporate actions, • Manage capitalization tables and perform data analysis related to the requested transaction, • Analyze capitalization tables to reconcile and provide specified metrics, • Administer equity compensation plans, including grants, exercises, and vesting schedules, • Assist with equity-related documentation, including option agreements, RSU grants, and equity incentive plans, • Promote adherence to firm wide capitalization table management standards as adopted by the firm and train corporate paralegals and resource attorneys on best practices, • Provide peer support and help document best practices for equity-related transaction impact on cap tables, • Provide input on best practices for training and development of corporate timekeepers on the cap table management through transformative corporate events. Organize periodic peer education sessions for associates, summer associates and paralegals on the various cap table platforms, • Develop expertise in and act as a peer resource for other cap table platforms and cap table-adjacent legal tech solutions, • Work on other new initiatives as identified from time to time, including contributing to ideation on firm projects and prototyping new software that assists with cap table management (e.g., the Open Cap Table Coalition), • All other duties as assigned or required Skills and experience: Required: • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications, • Bachelor's degree, preferably in business, finance or accounting -related field, • 3+ years corporate securities, finance, paralegal or venture capital experience (e.g., venture capital financings, private placements, M&A, corporate maintenance, equity holdings, valuations, equity incentive/stock options, plans, etc., • Eligible for consideration of Senior designation 5+ years direct applicable experience., • Ability to work extended and/or weekend hours, as required, • Bill a minimum of 1,600 hours annually Preferred: • An understanding of equity management principles, • Proficiency in cap table management software, familiarity with equity management platforms (e.g., Carta, Pulley, AngelList), • Knowledge of regulatory requirements governing equity compensation, including SEC regulations (e.g., Rule 701, Rule 144), • Strong math skills for estimating values, • Law firm and/or venture capital experience Competencies: • Strong analytical skills, • Excellent oral and written communication skills, • Willingness to learn, • Maintain a high level of professional integrity; ability to maintain confidentiality and build trust Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. The expected annual pay range for this position with a full-time schedule is $88,000 - $124,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

Job Description Mergers & Acquisitions Associate Attorney – Midlevel [Practice Area]: Mergers & Acquisitions [Location]: Seattle, WA (also open to Chicago, IL; Dallas, TX; Denver, CO; New York, NY; Phoenix, AZ) [Schedule]: Hybrid – Full-Time The Firm: A nationally recognized AmLaw 100 firm consistently ranked among Fortune’s Best Places to Work. Known for its collaborative culture and sophisticated transactional platform, the firm advises public and private companies, private equity sponsors, and strategic investors on high-value transactions across industries. Its expanding Mergers & Acquisitions group is seeking experienced midlevel associates to support a robust national deal pipeline. Description: • This is real M&A — not side-of-desk corporate support., • The firm is seeking associates with a minimum of three years of hands-on M&A experience to join its growing transactional team. The practice handles a broad range of mergers and acquisitions, including private equity transactions and private target deals., • You will be directly involved in structuring, negotiating, and executing complex transactions from letter of intent through closing. Expect meaningful responsibility in drafting and negotiating purchase agreements, disclosure schedules, ancillary agreements, and coordinating due diligence and closing mechanics., • This role requires strong technical drafting skills, comfort operating in fast-paced deal environments, and the ability to manage multiple workstreams under tight deadlines. You’ll work closely with experienced partners while maintaining ownership over key components of transactions., • If you understand deal dynamics, can anticipate issues before they surface, and thrive in the intensity of a live transaction, this platform gives you scale, sophistication, and national exposure. Qualifications: • J.D. with excellent academic credentials, • Minimum 3 years M&A transactional experience, • Experience at an AmLaw 100 firm required, • Experience handling private equity transactions, • Experience with private target M&A deals, • Strong drafting and negotiation skills, • Ability to manage complex due diligence processes, • Experience coordinating closing logistics, • Strong written and verbal communication skills, • Ability to manage multiple active transactions, • Detail-oriented with strong organizational skills, • Collaborative, team-driven mindset Compensation & Benefits: • Salary range: $260,000 – $390,000 annually (based on qualifications and experience), • Annual discretionary bonus, • 401(k) plan, • Medical, dental, and vision insurance, • Personal medical and parental leave, • Up to ten paid holidays, • Family care benefits This job advertisement is a general announcement created to attract qualified candidates on behalf of our client. It is not a complete job description or an offer of employment. Salary and benefits details may vary and are not always disclosed. We are an Equal Opportunity Employer and encourages individuals of all religions, nationalities, genders, sexualities, ideologies, creeds, beliefs or backgrounds who are qualified for the role to apply!

Job Description Olson Kundig is a design practice founded on the idea that buildings can serve as a bridge between nature, culture, and people - and that inspiring surroundings can positively impact lives. Our work spans the globe, from huts to high-rises, private homes to civic and cultural institutions, museums, places of worship, and urban design. The Opportunity We maintain a rotating cohort of interns with openings throughout the year. These paid, six-month internships are open to students and recent graduates from around the world. The Interior Design Internship program is rooted in mentorship and offers immersive exposure to the full spectrum of the design practice. We’re looking for an Interior Design Intern who is curious, resourceful, and highly organized - with a strong commitment to design excellence and a collaborative spirit. If you thrive in a fast-paced, creative environment and enjoy contributing to meaningful work, we’d love to hear from you. What You’ll Do • Design Process:, • Models and renders design concepts in support of conceptual design development., • Gathers graphics, material boards and interior design information into packages for client and design team presentations ., • Collaboration and Communication:, • Contributes ideas, solutions, and deliverables in team and project environments., • May work closely with vendors and senior team members to prepare design, research materials and FFE options, space plan, and documentation support on projects., • Administration and Documentation:, • Prepares interior construction documents including custom furniture design and specification while working closely with senior team members., • Additional duties and projects:, • Support special projects and perform other duties as assigned or necessary. Qualifications • Required:, • Bachelor’s degree in Interior Design or current enrollment in a Bachelor’s program (preferably CIDA-accredited)., • Portfolio demonstrating design ability and technical skills., • Understanding of color theory, material basics, ergonomics, basic furniture design, and sourcing of FFE (furniture, fixtures, and equipment)., • Proficiency in producing visually compelling presentations, interior drawings, and renderings, • Familiarity with Adobe Creative Suite, Revit, MS Office Suite, • Demonstrated interest in pursuing a career in interior design., • Legal authorization to work in the U.S. (international candidates must secure appropriate work authorization)., • Nice to Have:, • Prior internship or professional experience in an interior design or architectural firm., • Interest in Olson Kundig’s design philosophy and project types. What you can expect from us: • A creative work environment with colleagues who are collaborative, supportive, and passionate., • A commitment to your long-term professional growth and development., • Opportunities to engage with our vibrant design culture. Equal Opportunity & Pay Transparency Olson Kundig is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, gender, age, religion, marital status, military or veteran status, citizenship, sexual orientation, gender expression or identity, national origin, disability, genetic information, or any other basis prohibited by law. Applicants with disabilities may request reasonable accommodations at any point in the employment process. In compliance with Washington State’s Equal Pay and Opportunities Act (RCW 49.58.110), Olson Kundig provides transparent compensation information in all job postings. For this Interior Design Intern position, the hourly wage is $26.50. This rate is fixed and reflects the compensation offered for this role in Seattle, WA. Interns are also eligible for: • 100% firm-sponsored health insurance through Kaiser Permanente HMO network, • Paid time off (accrued), • Monthly commuter subsidy, • Access to firm-wide learning and development opportunities Final compensation decisions are based on the candidate’s education, experience, and alignment with the role, while also considering internal equity and external market factors. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. How to Apply To apply for the Architectural Internship Program, please complete our online application and attach: • A cover letter, • Resume, • Portfolio (max file upload of 9MB) Note: If you do not receive a confirmation email, your application may not have been successfully submitted. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. Powered by JazzHR UaYamaw1WD

Job Description One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking a Private Investment Funds Associate Attorney to join its Investment Management group. Experience in the structuring and formation of private equity funds or venture capital funds and negotiation with limited partners is required. Additional experience with structuring general partner and management companies as well as experience with real estate funds and/or hedge funds is also helpful. In addition, experience with the Investment Company Act of 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional investors in their investments into private investment funds and various other corporate and partnership matters is ideal. Candidates should have solid academic credentials and at least 4 years of experience.

Job DescriptionABOUT ARTERA Our Mission: Make healthcare #1 in customer service. What We Deliver: Artera, a SaaS leader in digital health, transforms patient experience with AI-powered virtual agents (voice and text) for every step of the patient journey. Trusted by 1,000+ provider organizations — including specialty groups, FQHCs, large IDNs and federal agencies — engaging 100 million patients annually. Artera’s virtual agents support front desk staff to improve patient access including self-scheduling, intake, forms, billing and more. Whether augmenting a team or unleashing a fully autonomous digital workforce, Artera offers multiple virtual agent options to meet healthcare organizations where they are in their AI journey. Artera helps support 2B communications in 109 languages across voice, text and web. A decade of healthcare expertise, powered by AI. Our Impact: Trusted by 1,000+ provider organizations — including specialty groups, FQHCs, large IDNs and federal agencies — engaging 100 million patients annually. Hear from our CEO, Guillaume de Zwirek, about why we are standing at the edge of the biggest technological shift in healthcare’s history! Our award-winning culture: Our award-winning culture: Since founding in 2015, Artera has consistently been recognized for its innovative technology, business growth, and named a top place to work. Examples of these accolades include: Inc. 5000 Fastest Growing Private Companies (2020, 2021, 2022, 2023, 2024); Deloitte Technology Fast 500 (2021, 2022, 2023, 2024, 2025); Built In Best Companies to Work For (2021, 2022, 2023, 2024, 2025, 2026). Artera has also been recognized by Forbes as one of “America’s Best Startup Employers,” Newsweek as one of the “World’s Best Digital Health Companies,” and named one of the top “44 Startups to Bet your Career on in 2024” by Business Insider. Applicants must be currently authorized and have the ability to provide proof of full-time, long-term authorization to work in the United States. We are unable to provide visa sponsorship or support visa transfers now or in the future. ABOUT THE OPPORTUNITY Artera is seeking an Agentic AI Solutions Engineer who can bring deep technical insight to the discovery process, guide solution optimization, and craft a technical vision that wins over complex healthcare organizations. You won’t just be demoing features; you’ll be architecting agentic AI workflows to prove how Artera can solve the industry’s most persistent communication gaps. In this role, you’ll serve as a key technical advisor—collaborating closely with Sales, Customer Experience, and Product teams to conduct deep technical discovery, design highly scalable enterprise architectures, and drive pre-sales deal strategy. You’ll help shape future-state customer workflows, dismantle complex integration challenges, and accelerate platform adoption by translating cutting-edge AI capabilities into real operational value for healthcare systems. Responsibilities • Technical Architecture & Deal Strategy: Serve as the technical authority during the pre-sales cycle, defining the ideal future-state architecture and ensuring seamless technical alignment between prospect ecosystems and Artera’s platform., • Technical Discovery & Requirements Analysis: Conduct technical discovery sessions with prospects to evaluate system architecture, workflow needs, and data integration requirements., • Workflow Design & Agentic Solutions Architecture: Architect and propose optimized solutions for healthcare workflows using Artera’s AI suite, explaining how AI can safely reason, call tools, and interact with patients via voice and text., • Strategic Product Demonstrations: Lead compelling, value-driven demonstrations of the Artera platform for prospective clients. Go beyond feature-clicking to tell a cohesive story of how our core software and AI capabilities seamlessly orchestrate patient communication, collapse operational overhead, and improve patient access metrics., • Rapid Prototyping & Simulations: Leverage AI tooling to rapidly construct proof-of-concepts and workflow simulations to illustrate solutions for unique use cases during the sales cycle., • Technical Concept Communication: Translate complex AI/ML concepts (e.g., context windows, Retrieval-Augmented Generation, Model Context Protocol) into highly clear, value-driven information for clinical, operational, and executive C-suite stakeholders., • Technical Continuity & Deployment Handoff: Act as the technical guide during the transition from sales to service rollout. Provide consultative, high-level oversight to Artera’s post-sales delivery teams to guarantee the architectural integrity of the scoped AI workflows is preserved during implementation., • RFP/RFI & Security Review Leadership: Author definitive, technical responses to RFPs, RFIs, and security questionnaires, demonstrating how Artera satisfies both functional and compliance requirements.Requirements, • Technical Experience: 4+ years of relevant experience in solutions engineering or technical consulting, with a strong emphasis on working in a pre-sales capacity., • System Interoperability Acumen: Deep understanding of how systems communicate. You can comfortably read API documentation, map complex data fields, evaluate payloads/webhooks, and can pinpoint data dependencies during early-stage discovery., • AI & LLM Literacy: Firm grasp of Agentic AI paradigms, including token limits, prompt engineering, Retrieval-Augmented Generation (RAG) data pipelines, and the Model Context Protocol (MCP) framework., • Patient Access Domain Knowledge: Strong familiarity with healthcare operations. You understand the operational friction points surrounding centralized scheduling, patient intake/registration, and referral management, allowing you to speak the same language as healthcare operations leaders., • Problem-Solving & Agility: Exceptional analytical skills with a collaborative approach to whiteboarding, architecture modeling, and solving edge-case workflow gaps.Bonus, • AI Ecosystem Tooling: Hands-on experience interacting with LLMs systematically or leveraging automated dev tools (Claude Code/Co-Work, Gemini Gems, LangChain, etc.) to boost operational output., • Healthcare Interoperability: Experience with healthcare data exchanges and APIs, specifically HL7v2 and FHIR standards. The compensation for this role will be based on level of experience and the geographic tier in which you are located. Compensation for this role is made up of a base salary with the possibility to earn an additional $30,000/yr through our bonus structure. This position also will be eligible for equity in the form of stock options.OUR APPROACH TO WORK LOCATIONArtera has hybrid office locations in Santa Barbara, CA, and Philadelphia (Wayne), PA, where team members typically come in three days a week. Specific frequency can vary depending on your team's needs, manager expectations and/or role responsibilities. In addition to our U.S. office locations, we are intentionally building geographically concentrated teams in several key metropolitan areas, which we call our “Hiring Hubs.” We are currently hiring remote candidates located within the following hiring hubs:- Boston Metro Area, MA- Chicago Metro Area, IL- Denver Metro Area, CO- Kansas City Metro Area (KS/MO)- Los Angeles Metro Area, CA- San Francisco / Bay Area, CA- Seattle Metro Area, WA This hub-based model helps us cultivate strong local connections and team cohesion, even in a distributed environment. To be eligible for employment at Artera, candidates must reside in one of our hybrid office cities or one of the designated hiring hubs. Specific roles may call out location preferences when relevant. As our hubs grow, we may establish local offices to further enhance in-person connection and collaboration. While there are no current plans in place, should an office open in your area, we anticipate implementing a hybrid model. Any future attendance expectations would be developed thoughtfully, considering factors like typical commute times and access to public transit, to ensure they are fair and practical for the local team. WORKING AT ARTERA Company benefits - Full health benefits (medical, dental, and vision), flexible spending accounts, company paid life insurance, company paid short-term & long-term disability, company equity, voluntary benefits, 401(k) and more! Career development - Manager development cohorts, employee development fundsGenerous time off - Company holidays, Winter & Summer break, and flexible time offEmployee Resource Groups (ERGs) - We believe that everyone should belong at their workplace. Our ERGs are available for identifying employees or allies to join. EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENTArtera is an Equal Opportunity Employer and is committed to fair and equitable hiring practices. All hiring decisions at Artera are based on strategic business needs, job requirements, and individual qualifications. All candidates are considered without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetics, protected veteran status, or any other protected status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Artera is committed to providing employees with a work environment free of discrimination and harassment; Artera will not tolerate discrimination or harassment of any kind. Artera provides reasonable accommodations for applicants and employees in compliance with state and federal laws. If you need an accommodation, please reach out to hr@artera.io. DATA PRIVACYArtera values your privacy. By submitting your application, you consent to the processing of your personal information provided in conjunction with your application. For more information please refer to our Privacy Policy. SECURITY REQUIREMENTSAll employees are responsible for protecting the confidentiality, integrity, and availability of the organization’s systems and data, including safeguarding Artera’s sensitive information such as, Personal identifiable Information (PII) and Protected Health Information (PHI). Those with specific security or privacy responsibilities must ensure compliance with organizational policies, regulatory requirements, and applicable standards and frameworks by implementing safeguards, monitoring for threats, reporting incidents, and addressing data handling risks or breaches. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Direct Counsel is partnering with a nationally recognized Am Law firm seeking a Corporate Transactional Securities Associate with 2–7 years of experience to join its expanding Corporate Practice Group. This opportunity is ideal for attorneys with strong experience advising public companies on securities compliance, corporate governance, and complex transactional matters. Position Overview The firm is seeking a highly motivated associate to support its public company securities practice and broader corporate transactional team. The ideal candidate will have experience handling a wide range of matters involving SEC reporting and compliance, mergers and acquisitions, private equity transactions, venture capital financing, and general corporate governance. This is an excellent opportunity to work alongside sophisticated practitioners in a collaborative and entrepreneurial environment with exposure to high-level corporate transactions and nationally recognized clients. Responsibilities Advise public companies on Securities Act of 1933 and Securities Exchange Act of 1934 compliance matters Prepare and review SEC filings, including periodic reports and registration statements Support mergers and acquisitions, private equity, and venture capital transactions Assist with corporate finance matters and corporate governance issues Draft and negotiate transactional documents and ancillary agreements Provide general corporate counseling, including entity formation and maintenance Collaborate with clients and internal practice groups on complex business transactions Qualifications 2–7 years of corporate transactional and securities experience Experience with public company reporting and SEC compliance Background in mergers and acquisitions, private equity, venture capital, or corporate finance preferred Excellent academic credentials from a top-tier law school Strong drafting, analytical, and communication skills Licensed and in good standing in the jurisdiction of the home office location Compensation & Benefits Salary range: $170,000 – $230,000 annually Eligibility for performance-based bonuses Comprehensive benefits package 401(k) and profit-sharing program Collaborative and collegial work environment Opportunities for professional growth and advancement Direct Counsel and our client are committed to fostering an inclusive and diverse workplace and encourage candidates from all backgrounds to apply.

Job Description Cooperidge Consulting is actively recruiting mid-level associate attorneys (3–6 years of experience) on behalf of our top Am Law firm clients. We’re hiring across multiple high-demand practice areas for placement at some of the most respected national firms — known for their premier clients, high-stakes matters, and unparalleled career development opportunities. By working directly with firm partners and senior recruiters, Cooperidge gives you a faster path to the top of the hiring stack — skipping the lengthy internal application process and getting your materials in front of key decision-makers, fast. Practice Areas We Serve: • Mergers & Acquisitions / Private Equity, • Litigation (Commercial, Securities, White Collar), • Capital Markets, • Tech Transactions / IP / Patent Litigation, • Antitrust / Competition, • Energy / Project Finance, • Real Estate Finance, • Bankruptcy / Restructuring, • Data Privacy & Cybersecurity, • Healthcare / Regulatory, • Executive Compensation & Benefits Requirements • Applicants must possess a Juris Doctor (JD) from an accredited institution, • 3–6 years of relevant experience at a large firm or top boutique, • Strong academic background and legal writing skills, • Bar admission in the relevant jurisdiction (or eligibility to waive in), • Excellent client service, communication, and time management abilities, • Experience handling complex, high-value matters in your focus area Benefits • Top-tier compensation and annual bonus structure, • Hybrid work schedules (2–3 days in-office on average), • Full medical, dental, vision, and disability insurance, • 401(k) with firm contributions, • CLE allowance and bar dues coverage, • Mentorship, coaching, and clear advancement pathways, • Inclusion in high-impact, career-defining cases or transactions

Job DescriptionMergers & Acquisitions Associate (3+ Years) – Multiple Locations (Hybrid) Direct Counsel represents a well-regarded Am Law firm seeking experienced M&A Associates to join its growing Corporate practice. Opportunities are available in Seattle, Denver, Chicago, Dallas, Phoenix, and New York. This is an exciting opportunity to work on sophisticated, high-value transactions in a collaborative, top-tier environment known for its strong culture and deal flow. What You’ll Do: • Advise clients on a wide range of M&A transactions, including private equity and private company deals, • Draft and negotiate purchase agreements and related transaction documents, • Conduct due diligence and manage deal execution from start to finish, • Collaborate with cross-functional teams on complex, high-profile transactions What We’re Looking For: • 3+ years of M&A experience at an Am Law 100 firm, • Strong experience with private equity and/or private company transactions, • Excellent drafting, analytical, and deal management skills, • Strong academic credentials and client-facing abilities, • J.D. and admission to a U.S. Bar (or eligibility) Why This Role: • Work on high-impact M&A deals across industries, • Join a collaborative, respected corporate team, • Hybrid work flexibility across multiple major markets, • Competitive compensation: $260,000 – $390,000 + discretionary bonus, • Comprehensive benefits, including 401(k), healthcare, and parental leave

Job DescriptionAbout our Firm Olson Kundig is a design practice founded on the idea that the built environment can serve as a bridge between nature, culture, and people — and that inspiring surroundings have a positive effect on people’s lives. Our work spans the globe, from huts to high‑rises, private residences to museums, academic and civic projects, and places of worship. As the firm grows, so does the need for high‑quality data, analytics, and intelligent tools that support design excellence, operational clarity, and strategic decision‑making. Role Overview We are seeking a Senior Data & AI Developer to play a critical, high‑impact role at the intersection of data infrastructure, business intelligence, applied AI, and organizational change. This is not a traditional reporting role — and not a purely experimental AI role. This position sits squarely in the middle: building trusted data foundations, deploying AI‑enabled workflows, and helping hundreds of professionals adopt new ways of working with confidence. You will report to the Director of Data Analytics and serve as a primary bridge between the firm’s Data & Analytics team and the broader organization — translating business needs into reliable, usable analytics and AI‑powered solutions. Success in this role depends as much on listening, communication, and judgment as on technical skill. The team is at an inflection point: • Transitioning from traditional BI toward a purpose‑built AI ecosystem, • Undergoing a major ERP replacement, • Scaling analytics capabilities to meet growing firm‑wide demand This is a hands-on engineering role. You will write code, architect systems, configure cloud infrastructure, and deploy production AI applications. This role offers genuine influence over how data and AI are designed, governed, and used across the firm. What You Will Do AI Tool Deployment & Enablement • Build, deploy, and support the maintenance and updates of our firm’s custom-built large language model (LLM) for Project Managers, currently in beta testing, as well as the creation of new LLMs for operational teams (e.g., Marketing, Legal, Resource Planning, Finance)., • Collaborate on the design and deployment of new AI tools for firm-wide use, ensuring outputs are reliable, interpretable, and aligned to business needs., • Serve as a primary resource for staff using AI productivity tools (e.g., Claude, Cursor, GitHub), answering questions, providing guidance, and developing training and onboarding materials., • Assist in developing prompt engineering standards and AI workflow design guidelines for firm use., • Create tools that Project Managers and Operational Departments use daily. Analytics & Data Platform Ownership, • Maintain existing Power BI dashboards to ensure accuracy, performance, and usability while looking for opportunities to migrating data into our LLM-powered analytics platform, maintaining continuity during the transition., • Build analytics models and data products that serve Projects, Operations, Finance, HR, Marketing, Legal, and Executive Leadership., • Improve data accessibility and trust for project managers, designers, and firm leadership. Data Architecture & Governance, • Contribute to the design and implementation of a Single Source of Truth (SSOT) architecture using APIs and modern data integration patterns., • Build and maintain data pipelines across structured and unstructured sources, including project data, finance systems, resource planning, BIM data, and operational systems., • Participate in data governance conversations during the firm’s ERP replacement, including requirements gathering, configuration input, and data migration planning and execution., • Define and enforce data quality standards, documentation, lineage, and compliance practices. Change Management & Communication, • Create clear documentation, onboarding materials, and internal communications that support adoption of new tools and workflows., • Support firm‑wide data and AI skill‑building initiatives., • Manage stakeholder expectations through transparent communication as systems and processes evolve., • Contribute to a culture where data quality, experimentation, and thoughtful automation are valued. What Success Looks Like Within the first 6–12 months, you will have: • Delivered 4 to 6 analytics and AI tools that are actively used across multiple departments, • Helped establish trusted data foundations during a major ERP transition, • Improved the firm’s ability to use AI responsibly and productively, not experimentally, • Earned trust as a cross‑department partner who balances speed, quality, and clarity Required Qualifications Experience & Education • Bachelor’s degree in Data Science, Information Systems, Computer Science, Business Analytics, or equivalent experience, • 5–8+ years of experience in data analytics, analytics engineering, business intelligence, or related roles with increasing scope and ownership Technical Skills, • Advanced SQL skills, including query optimization and data modeling, • Proficient Python developer: ETL/ELT pipelines, REST API backends, automation, and AI application development; experience with pandas, SQLAlchemy, FastAPI, and LangChain or similar., • Hands‑on Power BI experience (data modeling, DAX, deployment, and maintenance), • Experience architecting and building multi-system API integrations, including authentication flows (OAuth 2.0 / SSO/SAML) and webhook patterns., • Hands-on Git-based development workflows: branching, code review, CI/CD pipelines, testing, and production deployment., • Experience designing and implementing data lake or lakehouse architectures using structured and unstructured data sources (e.g., Delta Lake, Azure Data Lake Storage, S3, or equivalent)., • Hands-on cloud deployment experience (Azure preferred, AWS, Snowflake, Databricks): compute, storage, managed databases, container services, and identity/access management, • Experience working with messy, real‑world data and legacy systems AI & LLM Engineering • Hands-on experience building and deploying LLM applications: RAG pipelines, vector store management (Pinecone, pgvector, or Weaviate), embedding workflows, and API integration using Anthropic, OpenAI, or Azure OpenAI SDKs, • Experience implementing AI evaluation frameworks (e.g., LangSmith, Arize, or custom evals) to monitor model outputs, detect drift, and enforce output quality in production, • Experience deploying AI applications to cloud infrastructure (Azure, AWS, or GCP), including containerization (Docker), serverless functions, and SSO/identity integration for enterprise tool rollout Communication & Collaboration, • Strong listening skills and ability to clarify ill‑defined problems, • Ability to communicate effectively with technical peers, non‑technical staff, and executive leadership, • Proven ability to build trust across departments with competing priorities Nice to Have, • Experience with ERP systems in professional services or project‑based organizations, • Familiarity with data governance frameworks or formal data quality practices, • Experience working in AEC, design, or creative professional environments, • Background in internal training, enablement, or change management Why This Role Matters This is an opportunity to shape how a globally recognized design firm uses data and AI — not as novelty, but as durable infrastructure that supports better decisions, better work, and better outcomes. What can you expect from us? • A creative work environment and colleagues who are collaborative, creative, and challenging, • Opportunity to grow professionally, • Check our culture page to learn about life at Olson Kundig Equal Opportunity & Pay Transparency Olson Kundig is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, gender, age, religion, marital status, military or veteran status, citizenship, sexual orientation, gender expression or identity, national origin, disability, genetic information, or any other basis prohibited by law. Applicants with disabilities may request reasonable accommodations at any point in the employment process. In compliance with Washington State’s Equal Pay and Opportunities Act (RCW 49.58.110), Olson Kundig provides transparent compensation information in all job postings. For this position based in Seattle, Washington, the annual salary is between $120,000. and $150,000. Final salary decisions are made based upon the extent and relevance of the candidate’s experience, as well as internal equity and external market factors. In addition to a dynamic and creative culture, Olson Kundig provides a generous benefits package that includes 16 days of paid time off, paid holidays, health plan, 401k match, bonuses, profit-sharing plans for qualified positions, a monthly travel subsidy for public transportation, and more. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. Powered by JazzHR 4CfkRDsa1w

Job DescriptionMergers & Acquisitions and Securities Associate AttorneyLocations: Atlanta, Austin, Boston, Century City, Charlotte, Chattanooga, Chicago, Dallas, Denver, Downtown Los Angeles, Fort Lauderdale, Houston, Jacksonville, Miami, Nashville, New York, Newport Beach, Orlando, Philadelphia, Seattle, Stamford, Tampa, Tysons, Washington, DC Department: Business Practice Area: Corporate / M&A / Securities Overview Direct Counsel is seeking a Corporate M&A and Securities Senior Associate to join a prominent, full-service law firm with a strong national platform. This role is ideal for a seasoned associate with significant experience advising on M&A and private equity transactions who is looking to continue developing a sophisticated transactional practice in a collaborative, growth-oriented environment. Responsibilities Draft, review, and negotiate acquisition agreements and related transaction documents for M&A and private equity transactions Support private equity sponsors and portfolio companies throughout the full investment lifecycle, including platform acquisitions, add-on transactions, portfolio company governance, and exits Advise on middle-market deal structures and related corporate and securities matters Manage transaction workflows and collaborate effectively with internal teams and external clients Maintain strong client relationships through clear communication, sound judgment, and business-minded legal advice Qualifications 5–7 years of experience in corporate M&A and private equity transactions Strong working knowledge of acquisition agreements and ancillary transaction documentation Demonstrated experience supporting private equity sponsors and portfolio companies Excellent academic credentials Large national or international law firm experience preferred Strong interpersonal skills, maturity, and business judgment Bar Admission & Location Requirements J.D. from an ABA-accredited law school Licensed to practice law or eligible to become licensed in the applicable jurisdiction Candidates must reside in (or be willing to relocate to) their office location by the time of hire Hybrid schedule expected, with a minimum of three days per week in the office, reflecting the firm’s commitment to collaboration and in-person engagement Compensation: $365,000 – $420,000 annually, commensurate with experience and location.Why This Opportunity This firm offers a collegial culture, meaningful client exposure, and a robust national and international platform with clear opportunities for professional growth and advancement.

Job DescriptionCompany Description Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses. Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit: http://www.acumatica.com. Job Description Acumatica is looking for a Director of Product Management to lead our Construction and Services product strategy—an important growth contributor to our business. This role sits at the center of transforming how construction companies and service organizations operate—connecting financials, projects, field operations, and service delivery into an integrated, full lifecycle solution that delivers value to where the work is performed and increasingly incorporates AI. This role reports to the SVP, Product Management and we're open to hire remotely anywhere in the United States. You will own and evolve the strategy for: • Construction Edition: A product line serving general contractors, subcontractors, specialty trades, • Service Management: A subset of Construction supporting field service, maintenance, asset-based operations, • Professional Services Edition: A product line focused on the service sector (e.g., AEC). This is a rare opportunity to: • Build on a strong product foundation that serves multiple industry verticals, • Expand into adjacent markets, • Help define how a modern ERP platform serves project- and service-based industries, • Embrace AI both within your daily work and as a product delivery to the market We’re looking for a leader who can think strategically, connect the dots, act decisively, and inspire teams—bringing deep product expertise and a strong point of view on where the industry is going. What You’ll Do: • Shape the Vision & Strategy, • Own and evolve the multi-year product strategy across Construction, Service Management, and Professional Services, connecting the dots to the corporate strategy, • Identify and drive expansion into adjacent workflows and verticals, • Define differentiated solutions that unify back-office, project, and field operations while delivering value to where the work is performed, • Weave AI into the product strategy in a way that delivers true value to the customer, • Lead High-Impact Product Teams, • Lead and grow a team of Product Managers aligned to customer value streams, • Drive clarity, focus, and prioritization to deliver measurable business outcomes, • Improve speed and predictability of delivery through strong product practices, • Be a Voice of the Customer & Industry, • Build deep expertise in construction, service, and professional services workflows, • Articulate how AI will positively disrupt Construction and Services, • Engage directly with customers, partners, and prospects to inform product direction, • Represent the company as a thought leader in industry transformation, • Drive Growth (Organic + Inorganic), • Identify opportunities to accelerate growth through new capabilities, partnerships, and acquisitions, • Help define and execute build vs. buy vs. partner strategy, • Support integration of new solutions into a cohesive platform experience, • Lead Through Change, • Help evolve our Product & Engineering operating model as we scale, • Foster a strong “one team” culture across product, engineering, and go-to-market teams Mentor and develop product talent to build a high-performing organization What Success Looks Like • A clear, compelling product vision across Construction, Service, and Professional Services, • Strong adoption and growth in emerging areas like service and professional services, • Improved time-to-value and customer outcomes, • A high-performing, aligned product team delivering against strategic priorities, • Expansion into new workflows and markets that drive measurable revenue impactQualifications, • Experience, • 10+ years in Product Management, including 5+ years in leadership roles, • Experience in construction tech, ERP, field service, or professional services platforms, • Track record of delivering complex SaaS products at scale, • Experience expanding products into new verticals or adjacent markets, • Product & Business Acumen, • Strong product strategy and roadmap leadership skills, • Ability to connect product decisions to customer value and business outcomes, • Experience working across platform-based products and ecosystems, • Leadership, • Proven ability to lead and scale teams, • Strong communicator who can align across executives and cross-functional partners, • Experience leading through change and transformation, • Nice to Have, • Experience in private equity-backed or high-growth environments, • Exposure to M&A, partnerships, or product integrations Why Join Us You’ll play a defining role in shaping how modern software supports construction, service, and professional services industries—three massive, evolving markets. This is an opportunity to: • Lead a strategic, high-visibility product area, • Build on strong momentum and investment, • Extend a platform into new verticals and use cases Additional Information Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail HR@acumatica.com. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. For this role, the salary range is $190,000-$205,000 annually. This range represents the low and high end of the salary range for this job and may vary based on location. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and other relevant elements. At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee’s role. Benefits/perks listed here may vary depending on the nature of your employment with Acumatica and the country where you work. US-based employees gain access to healthcare benefits (medical, dental and vision insurance for you and your dependents), employer paid Short-Term/Long-Term Disability and Basic life coverage, 401(k) plan with company match, Flexible time off, sick and safe leave, among others.

Job DescriptionOlson Kundig is a design practice founded on the idea that buildings can serve as a bridge between nature, culture, and people - and that inspiring surroundings can positively impact lives. Our work spans the globe, from huts to high-rises, private homes to civic and cultural institutions, museums, places of worship, and urban design. The Opportunity The Legal Intern provides legal and administrative support in the areas of contract drafting, contract administration, contract process management, legal operations, and special projects. To succeed in this role, the individual should have strong legal writing, organization, communication, and analytical skills, along with the ability to work effectively in a fast-paced, collaborative environment. This role partners with multiple departments across the firm to support contract review, process improvement, and risk-conscious business operations. What You'll Do Contract drafting and review: Assist with review, draft, and revise a broad range of inbound and outbound agreements, including consulting agreements, statements of work, nondisclosure agreements, and professional architecture and design project agreements. Identify basic legal and business risks in contracts and escalate issues to in-house counsel as appropriate. • Support timely contract turnaround while maintaining attention to detail and alignment with firm standards.Contract administration & process support: Assist with contract management, document organization, and tracking of key terms, deadlines, and amendment needs. Support maintenance and updates to contract templates to improve consistency, efficiency, and risk mitigation. Help identify process gaps and contribute to improvements in contracting workflows, policies, and procedures. Assist with the implementation of the new contract management system, as assigned. Legal operations and cross-functional support: Assist with document retention analysis and development of proposed document retention guidelines. Participate in internal contracts training and help prepare materials or resources for staff. • Collaborate with internal teams on legal, compliance, and operational projects as assigned.*Additional duties & projects as assigned or necessary Qualifications Required: Education: Currently enrolled in or a graduate of an ABA-accredited Juris Doctor (JD) program; second- or third-year students or recent graduates preferred. Experience: Prior internship, academic, clinic, journal, or other relevant experience involving legal writing, contract review, or business law concepts preferred. Strong academic performance, including coursework in legal writing and contracts. Writing sample Preferred: • Advanced experience in legal proofreading, document review accuracy, and professional written communication Coursework or exposure in contract law, construction law, privacy, confidentiality, intellectual property, or risk management. Interest in in-house legal work, business operations, or the architecture and design industry. Ability to work independently while maintaining strong collaboration with the broader team. • Experience using Microsoft Office applications in a professional or academic setting. Working Conditions & Physical Requirements: • Environment Type: Office Ability to work under tight deadlines for completion of projects Ability to sit/stand for long periods of time working at a computer. Ability to communicate effectively with colleagues and internal stakeholders. • Ability to handle multiple assignments and shift priorities with limited supervision Equal Opportunity & Pay Transparency Olson Kundig is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, gender, age, religion, marital status, military or veteran status, citizenship, sexual orientation, gender expression or identity, national origin, disability, genetic information, or any other basis prohibited by law. Applicants with disabilities may request reasonable accommodations at any point in the employment process. In compliance with Washington State’s Equal Pay and Opportunities Act (RCW 49.58.110), Olson Kundig provides transparent compensation information in all job postings. For this Legal Intern position, the hourly wage is $26.50. This rate is fixed and reflects the compensation offered for this role, onsite in Seattle, WA. The internship role is 3 months in length, 20 to 30 hours per week, with the potential for an additional extension. Interns are also eligible for: • 100% firm-sponsored health insurance through Kaiser Permanente HMO network, • Paid time off, • Monthly commuter subsidy, • Access to firm-wide learning and development opportunitiesFinal compensation decisions are based on the candidate’s education, experience, and alignment with the role, while also considering internal equity and external market factors. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. How to Apply To apply for the Legal Intern role, please complete our online application and attach: • Resume, • Cover Letter (optional) All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. Powered by JazzHR VwtqxYhBrj

Job Description Corporate Mergers & Acquisitions Associate Attorney § Title: Senior Associate – Global Corporate Transactions and Private Investment § Practice Area: Sophisticated Mergers, Acquisitions, and Private Equity Lifecycle Management § Location: Seattle, WA (preferred; can sit in New York, NY; Chicago, IL; Dallas, TX; Denver, CO; or Phoenix, AZ) § Salary: $260,000 to $390,000 Base Compensation (Commensurate with experience, supplemented by a discretionary performance bonus and an expansive benefits suite including 401(k), parental leave, and family care programs) § Schedule: Full-time, Hybrid 3/2 onsite, 1,850 hours yearly billable expectation § The Firm Our client is a preeminent international legal institution, frequently distinguished as a premier workplace by major national publications and holding a prestigious position within the AmLaw 50. The firm is widely recognized for its culture of profound collaboration, mutual respect, and an unwavering commitment to client service. With top-tier rankings in Chambers and Partners for Corporate/M&A, the firm provides a world-class platform for attorneys to engage in complex, high-value transactions. This organization is renowned for fostering an environment where high-level legal talent thrives through sophisticated mentorship and access to a global network of industry-leading resources. § Duties The selected candidate will act as a pivotal advisor within an expanding corporate practice, overseeing the intricacies of diverse business combinations and private target transactions. The role demands a high degree of technical precision and the ability to manage multifaceted deal workstreams autonomously. Core responsibilities include: ⨖ Architecting and managing all phases of the transactional lifecycle for domestic and cross-border mergers, acquisitions, and divestitures. ⨖ Drafting and negotiating definitive transaction documents, including stock and asset purchase agreements, merger agreements, and complex disclosure schedules. ⨖ Leading the execution of private equity investments and counseling private target entities on structural and governance matters. ⨖ Orchestrating comprehensive legal due diligence processes to identify and mitigate material risks for institutional and corporate clientele. ⨖ Coordinating with specialist departments such as tax, regulatory, and intellectual property to ensure a holistic approach to transaction execution. § Qualifications Successful applicants must possess a distinguished professional background and the requisite experience to contribute immediately to high-stakes matters. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of high academic achievement. ⨖ Active Bar membership in good standing within the jurisdiction of the chosen office location. ⨖ A minimum of three (3) years of substantive M&A experience, specifically including private equity or private target transactions. ⨖ Essential prior experience within an AmLaw 100 firm environment. ⨖ Demonstrated proficiency in leading transaction teams and managing complex closing mechanics. § Skills The following attributes are highly desirable and will enable an individual to excel within the firm’s sophisticated corporate framework: ⨖ Advanced expertise in navigating the nuances of middle-market and large-cap private equity deal structures. ⨖ Exceptional interpersonal skills and the ability to maintain professional gravitas when advising C-suite executives and investment principals. ⨖ A comprehensive deal sheet illustrating a diverse range of transaction types and industries. ⨖ Proven capability in managing junior associates and legal support staff to ensure efficient project delivery. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description A global and top 200 Am Law firm seeks an associate to join their Corporate Practice in any of their New York, Seattle, or Salt Lake City offices. The ideal candidate must have 2-4 years of relevant corporate experience, particularly in one or more of the areas of capital markets, mergers & acquisitions, private equity, and venture capital. Fluency in Portuguese or Spanish is required. Superior academic credentials, excellent verbal, written, and interpersonal skills required.

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Culture matters: Flexibility, trust, and sustainability are not slogans here. What Will Your Day Look Like? Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Strong ability to explain complex topics to non-technical clients Nice to have: • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure, • Familiarity with CCH Axcess or similar platforms If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.

Job Description Direct Counsel is seeking a Mergers & Acquisitions Associate Attorney to join a highly respected Am Law firm. Locations: New York, San Francisco, Seattle This is an opportunity to join a premier M&A practice representing Fortune 500 companies, private equity firms, investment banks, and privately held companies in complex and high-profile domestic and cross-border transactions. The group is known for handling sophisticated, market-moving deals across a broad range of industries while providing associates with meaningful client exposure and increasing responsibility on active transactions. Attorneys in this practice work on acquisitions, divestitures, strategic alliances, spin-offs, carve-outs, leveraged buyouts, recapitalizations, and tender offers. The team is highly collaborative, fast-paced, and focused on developing strong transactional attorneys who can manage sophisticated deal work from start to finish. Qualifications The ideal candidate will have 2–4 years of experience in mergers and acquisitions and other general corporate transactional matters at a leading law firm. Candidates should have experience working on both domestic and cross-border transactions and should be comfortable supporting buy-side and sell-side representations. Experience should include exposure to complex corporate structuring and transactional matters such as acquisitions, divestitures, joint ventures, spin-offs, carve-outs, leveraged buyouts, recapitalizations, and related strategic transactions. Strong drafting skills and familiarity with key transaction documents are required. Candidates should have excellent written and verbal communication skills, strong analytical ability, and sound judgment in handling sophisticated legal and business issues. The ideal attorney is detail-oriented, proactive, and able to manage multiple components of transactions in a fast-moving environment while working effectively as part of a team. Candidates must be admitted to the state bar in which they practice or be eligible to waive in. Compensation & Benefits The expected salary range for this position is $260,000 – $365,000, commensurate with experience and market factors. The firm offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance; generous parental leave and family-building benefits; tax-advantaged health savings and flexible spending accounts; 401(k) or Roth 401(k) retirement plans; wellness and employee assistance resources; flexible time away and reduced schedule options; paid bar dues and professional membership support; and access to structured professional development programs, mentorship, and career advancement resources.

Job DescriptionOlson Kundig is a design practice founded on the idea that buildings can serve as a bridge between nature, culture, and people - and that inspiring surroundings can positively impact lives. Our work spans the globe, from huts to high-rises, private homes to civic and cultural institutions, museums, places of worship, and urban designThe Opportunity We maintain a rotating cohort of architectural interns with openings throughout the year at our Seattle location. These paid, six-month internships are open to architecture students and recent graduates from around the world. The program is rooted in mentorship and offers immersive exposure to the full spectrum of architectural practice. We’re looking for someone who is curious, resourceful, and highly organized - with a strong commitment to design excellence and a collaborative spirit. If you thrive in a fast-paced, creative environment and enjoy contributing to meaningful work, we’d love to hear from you. What You’ll Do • Design & Documentation Support, • Collaborate with project teams across all phases of design and documentation., • Contribute to schematic design, model making, construction documents, and presentation materials., • Learning & Engagement, • Participate in weekly design critiques and internal speaker series., • Attend construction site visits to observe and learn from real-world applications., • Engage in firm-wide educational and professional development opportunities., • Presentation & Communication, • Prepare and deliver a presentation to the wider office displaying creative, professional and academic work, prior to and during their internship., • Communicate design ideas effectively in collaboration with team members., • Additional duties and projects:, • Support special projects and perform other duties as assigned.Qualifications, • Required:, • Currently enrolled in, or recently graduated from, a professional architecture program (or international equivalent)., • Portfolio demonstrating design ability and technical skills., • Legal authorization to work in the U.S. (international candidates must secure appropriate work authorization)., • Nice to Have:, • Familiarity with Adobe Creative Suite, Revit, and Rhino., • Prior internship or studio experience in an architecture firm., • Interest in Olson Kundig’s design philosophy and project types.What you can expect from us:, • A creative work environment with colleagues who are collaborative, supportive, and passionate, • A commitment to your long-term professional growth and development, • Opportunities to engage with our vibrant design culture. Learn more about life at Olson Kundig.Equal Opportunity & Pay Transparency Olson Kundig is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, gender, age, religion, marital status, military or veteran status, citizenship, sexual orientation, gender expression or identity, national origin, disability, genetic information, or any other basis prohibited by law. Applicants with disabilities may request reasonable accommodations at any point in the employment process. In compliance with Washington State’s Equal Pay and Opportunities Act (RCW 49.58.110), Olson Kundig provides transparent compensation information in all job postings. For this Architectural Intern position, the hourly wage is $26.50. This rate is fixed and reflects the compensation offered for this role in Seattle, WA. Interns are also eligible for: • 100% firm-sponsored health insurance through Kaiser Permanente HMO network, • Paid time off, • Monthly commuter subsidy, • Access to firm-wide learning and development opportunities Final compensation decisions are based on the candidate’s education, experience, and alignment with the role, while also considering internal equity and external market factors. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. How to Apply To apply for the Architectural Internship Program, please complete our online application and attach: • A cover letter, • Resume, • Portfolio (max file upload of 9MB) Note: If you do not receive a confirmation email, your application may not have been successfully submitted. All applicants must be legally authorized to work in the United States without sponsorship and must already possess long-term work authorization. Powered by JazzHR JX9zBDfSF3

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. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Local office interaction with other support members, Financial Advisors and Management Skills/Requirements • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation: For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington 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. The current base salary range offered for this role is between $60,000.00 - $70,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

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