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Job Description Overview The Vice President of Investor Relations – Transfer Agency will play a key leadership role within the Alternative Investment Services (AIS) division, supporting the delivery of investor relations services to clients across hedge funds, private equity, and fund-of-funds. This position requires a strong background in investor relations operations, regulatory compliance, and alternative investment structures, with a focus on client service excellence, process optimization, and risk mitigation. Key Responsibilities • Serve as the primary contact for a portfolio of clients and their investors, managing all inquiries and ensuring timely, accurate resolution., • Build and maintain strong relationships with clients, investors, internal AIS teams, and cross-functional business partners., • Oversee transactional workflows including investor subscriptions, redemptions, transfers, and documentation review (including KYC/AML)., • Conduct completeness and quality assurance reviews of investor activity and fund changes., • Partner across the Investor Relations and AIS departments to ensure all processes align with internal risk management and compliance standards., • Support and execute system implementations, data migrations, and change management initiatives., • Contribute to re-engineering efforts to improve accuracy, efficiency, and scalability of investor relations operations., • Coach and mentor junior team members to support professional growth and team performance., • Collaborate with global offices to promote a “follow-the-sun” service model and maintain consistent standards of excellence., • Produce and analyze management information reports (MIS/KPIs) to support strategic decision-making., • Drive documentation of processes and ensure timely, effective delivery of services across departments. Qualifications • Bachelor’s degree preferred., • Extensive experience in alternative investment servicing, with expertise in investor relations, fund operations, and regulatory practices., • Strong technical knowledge of hedge fund operations, products, asset classes, and fund structures., • Proven success managing teams and delivering results within a matrixed organization., • Demonstrated ability to prioritize competing demands and meet deadlines with accuracy and attention to detail., • Sound understanding of the regulatory framework governing investment management and investor servicing., • Exceptional written and verbal communication skills; capable of interacting effectively with senior executives and clients., • Advanced proficiency in Microsoft Office (Word, Excel, Access, Visio, Outlook)., • Experience with SQL and project management software (e.g., MS Project) is advantageous., • Analytical Thinking: Identifies and solves complex problems through a systematic approach., • Operational Efficiency: Manages time and resources effectively; eliminates redundancies and streamlines workflows., • Leadership: Provides direction, feedback, and mentorship to foster team performance and accountability., • Execution: Sets clear goals, tracks progress, and ensures timely completion of deliverables., • Innovation: Identifies opportunities for process improvement and champions creative solutions., • Influence: Builds alignment and drives collaboration across teams and geographies., • Extended hours or weekend work may be required during peak cycles such as month-end, year-end, or new system implementations., • Flexibility is required to meet global operational needs.

Job DescriptionIt’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead. As a member of the ETF and Index Portfolio Management team you will professionally manage Bitwise’s suite of index products including ETFs, private funds, and SMAs. In this daily production environment, you will ensure tight portfolio performance to benchmarks while keeping top of mind all procedures and controls to minimize operational risk and trading errors. You will provide timely trade execution for subscriptions/redemptions and create/redeems, all index rebalances and model changes, in accordance with the investment objectives of the portfolios. You will analyze performance, produce performance attribution and handle basket files, and NAV questions. You will work with our third party service providers to ensure the integrity of our daily NAVs and basket files. You will be the primary point of contact for all index data related questions, own follow up and issue resolution with index providers. You will manage relationships to support efficiencies in daily product operations. This role will be based in our San Francisco office and will have a hybrid work schedule. This includes working some days in our San Francisco office and some remotely. This role could possibly be based in our New York office, but would work West Coast hours, approximately 12:00pm to 9:00pm ET and would have a hybrid work schedule. This would include working some days in our New York office and some remotely. Primary Responsibilities: • Portfolio Management:, • Manage index portfolios in multiple wrappers (ETFs, private funds, SMAs) within assigned parameters and tolerance levels., • Manage assigned portfolios to meet performance standards consistent with fund investment objectives while adhering to fund specific and regulatory requirements., • Proactively manage trading strategies, corporate action elections, tax mitigation strategies and/or other ad-hoc opportunities., • Stay current on regulatory requirements and ensure portfolios remain compliant., • Understand asset valuations in portfolios utilizing market information., • Recognize portfolio risk situations and escalate appropriately., • Attribute fund performance, understand and minimize sources of portfolio risk relative to benchmarks., • Ensure prudent risk management with carefully developed investment and operational processes., • Follow procedures and processes, monitor portfolio activity and performance., • Trading:, • Trade multiple asset classes including derivatives, equities, futures, options, T-bills, crypto currencies, and other digital assets., • Utilize multi-asset management experience to accurately monitor and trade portfolios across a variety of asset classes with best practice approach to trade execution., • Execute trades in multiple workflows, minimize transaction impact and cost., • Run a full trading lifecycle from PM order to trade execution to settlement., • ETF & Index Operations:, • Support new product launches by drafting prospectuses, related documentation and marketing materials., • Accurately interpret and implement relevant index methodology, including rebalance changes., • Proactively contribute to PM & trading systems/investment process enhancements., • Ability to build relationships and work with internal and external colleagues to get new initiatives executed., • Additional Responsibilities:, • Liaise with other internal teams including sales and trading, investor relations, fund administration, research and legal., • Effectively communicate, both orally and in written form, with a diverse group of junior and senior parties, both internal and external., • Mentor other portfolio managers and assist in their growth and contribution to the team.Role Requirements:, • Bachelor’s degree, MBA or other relevant advanced certification., • 10+ years of ETF and index portfolio management experience (Do not apply without ETF PM experience)., • Experience managing and/or trading 1940 Act Equity ETFs., • Solid understanding of the index portfolio management process including index methodology and trading strategies., • Comprehensive knowledge of ETFs, global markets and currency trading., • Well-developed understanding of ETF operations including, basket file dissemination, NAV publications, and can troubleshoot issues with service providers., • Understanding of the ETF arbitrage mechanism, the creation and redemption processes, and trade execution costs., • Strong technical and analytical skills (Bloomberg and Advanced Excel)., • Proficiency in Microsoft Office, Google Apps, and portfolio management systems., • Knowledge in SQL and a coding language such as VBA, Python, or Java is a plus., • Experience implementing process improvements and project management., • Excellent written and verbal communication skills and attention to detail., • Strong will to learn and desire to be challenged., • Ability to multi-task in a fast paced, team environment but are also self-directed, highly motivated, and able to work independently., • Strong organizational skills and proactive planning, the ability to respond to urgent requests., • Deep interest in cryptocurrency markets. Experience investing in crypto is a plus.What We Offer:, • Compensation: $200,000 - $250,000 + Equity, • Equity compensation as a component of all offers, • Health insurance, including dental and vision plans, • Health, Dependent Care and Commuter Flexible Spending Accounts, • Paid Parental Leave, • Life insurance; short- and long-term disability plans, • Company-funded 401(k) plan, no matching required, • Unlimited PTO, • 10 paid company-wide holidays, • Company-wide winter break for most roles, • Office spaces in San Francisco, New York, and London, • Meals and snacks provided in office, • Paid company cell phone or stipend, • Bitwise “Buddy” Program (30-day new-hire success program), • Annual birthday and anniversary gifts, • Company-wide events including annual holiday party, • Internal Women of Bitwise (WOB) group with fun events Your Interview Process:, • Our interview process ensures the best fit for both you and Bitwise, and we strive to make each step valuable, insightful, and efficient.

Job Description Overview A global leader in the financial services and investment banking industry is seeking an Executive Director of Investor Relations to provide strategic leadership and operational oversight within its Alternative Investment Services (AIS) division. This individual will set the vision for investor relations operations, oversee key transformation initiatives, and ensure the delivery of best-in-class services to institutional clients and their investors. The AIS division provides fund administration and middle-office services to single-manager hedge funds, private equity funds, and fund-of-funds, serving clients across North America, Europe, and Asia-Pacific. Key Responsibilities • Provide strategic direction and leadership for the Investor Relations (IR) team, ensuring alignment with overall business goals and client service objectives., • Serve as the senior escalation point for complex client and investor matters, demonstrating deep industry expertise and sound judgment., • Build and maintain strong relationships with senior stakeholders, investors, and internal partners across global operations., • Oversee and continuously enhance the end-to-end investor relations operating model, driving process optimization, innovation, and risk mitigation., • Lead large-scale transformation initiatives, including systems implementations, data migrations, and operational re-engineering projects., • Champion a culture of client service excellence, continuous improvement, and operational rigor., • Oversee execution of regulatory and compliance requirements to maintain adherence to global standards., • Drive adoption and evolution of the “follow-the-sun” service model for seamless global service delivery., • Identify and mitigate operational and regulatory risk areas in partnership with senior leadership and control teams., • Develop and mentor senior leaders and high-potential talent, fostering a culture of accountability and professional growth., • Leverage data-driven insights and KPIs to inform business strategy, performance management, and decision-making., • Represent Investor Relations in senior forums, cross-functional initiatives, and industry engagements. Qualifications • Extensive experience in alternative investment servicing, with deep expertise in investor relations, operations, and regulatory practices., • Proven track record of strategic leadership managing large teams and executing complex change initiatives in a matrixed environment., • Strong technical knowledge of hedge funds, private equity, and fund structures, with comprehensive understanding of industry products and trends., • Demonstrated ability to build and influence senior-level relationships with clients and stakeholders., • Deep understanding of regulatory frameworks, risk management, and governance standards in the financial services industry., • Excellent communication, presentation, and analytical skills, with a focus on data-driven outcomes., • Advanced proficiency in Microsoft Office Suite (Word, Excel, Access, Visio, Outlook)., • Experience with SQL and project management tools such as MS Project is a plus., • Strategic Leadership: Inspires teams and drives business direction., • Change Management: Leads transformation and operational evolution., • Client Focus: Delivers exceptional client and investor service., • Risk and Control: Maintains strong compliance and control frameworks., • Collaboration: Partners effectively across global functions., • Innovation: Encourages continuous process improvement., • Talent Development: Builds and mentors strong leadership teams., • Flexibility to work extended hours during integrations, implementations, and reporting cycles (e.g., month-end, year-end, tax season)., • Willingness to work flexible hours to meet global operational needs.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Position: Jr. Investor Relations Associate Location: Downtown NYC (Hybrid) Salary: $90K – $115k + Bonus Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team! Key Responsibilities: CRM Management · Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency. · Track all investor interactions, requests, and key deadlines to support effective relationship management. Due Diligence (DDQs) & RFPs · Assist in completing standard due diligence questionnaires and requests for proposals. · Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments. · Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management · Monitor the general Investor Relations email inbox and triage incoming messages. · Draft and send timely, accurate, and professional responses to routine investor inquiries. · Log all relevant correspondence and follow-ups in the CRM. Investor Transfers & Wire Instruction Updates · Support the administrative process for investor transfers and wire updates. · Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support · Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel. · Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: · Bachelor's degree in Finance, Business, Communications, or a related field. · 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations. · Knowledge of asset management, private equity, or alternative investments is preferred. · Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus. · Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.

Job DescriptionOur client is a high-growth SaaS and FinTech company operating in the private capital markets space. The company provides next-generation financial technology solutions, helping fund administrators and asset managers automate complexity, scale operations, and improve transparency. With significant traction in North America and EMEA, they are entering the next phase of growth, focusing on predictable revenue, operational discipline, and global alignment. Role Summary We are seeking a Vice President of Finance on a clear path to CFO to lead the company’s global financial function. This is a hands-on executive leadership role for a commercially-minded operator with deep SaaS expertise. The VP of Finance will oversee financial strategy, forecasting, investor readiness, and systems implementation, partnering closely with the CEO and President to drive growth, operational maturity, and strategic milestones, including future fundraising rounds. This role is designed for a candidate ready to step into a CFO position within the next 2–3 years. Key Responsibilities • Drive financial strategy: budgets, forecasts, SaaS KPIs (ARR, NRR, CAC, LTV), and scenario planning., • Lead investor relations & fundraising readiness, including Board reporting and due diligence., • Oversee commercial finance: pricing, margins, revenue recognition (ASC 606), and profitability tracking., • Ensure financial control & compliance, including audits, tax, and risk management., • Build and mentor a high-performing finance team while embedding financial accountability across the business. Ideal Candidate Profile • 10+ years in finance, with 5+ years in senior SaaS/FinTech roles., • Experience scaling finance functions through Series A/B/C or pre-exit stages., • Strong FP&A, SaaS metrics expertise, investor-facing reporting, and commercial partnership skills., • Highly analytical, collaborative, calm under pressure; CPA or MBA preferred., • Ambitious and ready to progress into a CFO role. Compensation & Benefits • Base Salary: Up to $250,000 (DoE) + discretionary bonus (20–30%), • Equity upside, • Medical, dental, vision insurance, • 401(k) with employer match, • Employer-sponsored life, LTD, STD insurance options, • Unlimited PTO, hybrid working flexibility., • Clear progression to CFO-level responsibilities and title within 2–3 years Confidentiality Statement: At Quix Recruitment, we prioritise confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we will arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company.Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job DescriptionIt’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead. We’re looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Investor Relations and will be responsible for ongoing support to a wide range of clients. You will also collaborate closely with teams internally to optimize the client experience. The ideal candidate has expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry.Primary Responsibilities: • Provide ongoing support to our incredible clients, who range from individuals to family offices to financial advisors to funds to institutional investors. You’ll handle a wide variety of questions in a timely, friendly, and accurate manner, with the goal of ensuring client satisfaction. We aim to be our client's favorite partner., • Support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes regardless of client savviness., • Support our portfolio managers by responding accurately and promptly to questions they have on investment logistics, including confirming the receipt of wires from new clients on trade days., • Support our sales team by joining calls or meetings with potential clients to discuss the onboarding process or answer product-related questions., • Collaborate with our engineers and technology team to optimize the user experience of investing and help build out internal software tools., • Help maintain important materials and records, including updating the firm-wide DDQ and the firm’s client database., • Wear many hats, contribute to many projects, and adapt to the needs of a growing organization.Role Requirements:, • Bachelor’s degree, likely in Finance, Accounting or other business-related field, though not required., • 3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields., • Very comfortable with software and proficient with Excel/Google Sheets., • Great communicator in writing and conversation, and can convey details with clarity, coherence, and warm professionalism., • Exceptional time management, organizational, and multi-tasking abilities, and you can meet deadlines and work under pressure., • Ability to create and foster meaningful relationships, with the team and with clients with a goal to understand others, to help others understand you, to enjoy interactions, to deliver on professionalism, to form career-long partnerships, and to be “best-in-class.”, • Willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to go all in on crypto., • Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious, and open-minded, inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.What We Offer:, • Compensation: $120,000-$135,000 salary + bonus, • Equity compensation as a component of all offers, • Health insurance, including dental and vision plans, • Health, Dependent Care, and Commuter Flexible Spending Accounts, • Paid Parental Leave, • Life insurance; short- and long-term disability plans, • Company funded 401(k) plan, no matching required, • Unlimited PTO, • 10 paid company-wide holidays, • Office spaces in San Francisco and New York, • Meals and snacks provided in the office, • Paid company cell phone, • Bitwise “Buddy” program (30-day new-hire success program), • Annual birthday and anniversary gifts, • Company-wide events including the annual holiday party

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Director of Strategic Finance! Fi is looking for a Director of Strategic Finance to lead and elevate our high-performing, data-driven Strategic Finance team. This is a unique opportunity to shape how Fi scales — building the financial clarity, systems, and strategy that power our next phase of growth. As Fi expands into new products and markets, you’ll play a pivotal role in guiding how we invest, plan, and operate. Reporting to the COO, you’ll serve as a strategic partner to executive leadership, and ensure decisions are grounded in insight, precision, and long-term impact. You'll combine hands-on financial excellence with visionary leadership, and drive an ambitious team to shape initiatives that will define Fi's future. If you're passionate about building scalable financial frameworks, partnering across teams to drive strategic decisions, and developing talent in a fast-growing company, this role is for you. What You'll Do: • Lead Strategic Finance and FP&A — Build scalable models and processes that drive clarity and accountability. Lead forecasting, budgeting, and scenario planning as Fi’s product ecosystem grows. Establish and track key metrics to guide performance., • Lead and Develop the Team — Mentor a high-performing team of finance professionals responsible for reporting, forecasting, and partnering with Fi’s executive team to drive growth, • Shape Commercial Strategy — Partner with leadership on go to market and pricing strategy to ensure the business has a clear, data-backed view of what’s working and what’s next. Collaborate with various departments to translate financial insights into actionable strategies and measurable outcomes., • Modernize and Scale Financial Intelligence — Elevate and automate financial reporting and dashboards to make insights sharper, faster, and more forward-looking. Build systems to scale efficiently as the company grows in complexity., • Support Investor Relations and Financing - Prepare Board and investor materials that tell a concise story of Fi’s performance and growth trajectoryWhat You’ll Bring:, • 10+ years of experience in strategic finance, FP&A, investment banking, private equity, venture capital, or high-growth technology companies, • Ability to step into a breadth of Finance functions, from sales operations, pricing strategy, business performance reporting, financing, FP&A, and long range planning, • Deep expertise in building and managing financial planning, forecasting, budgeting, and variance analysis processes, • Ability to zoom in and out of business goals and financial details, translate complex models into clear narratives, and provide strategic recommendations to senior leadership, • Familiarity with GAAP, financial planning tools, BI tools, ERP systems, • Experience leading small, high-impact teams and collaborating cross-functionally with executives., • Highly efficient, self-motivated, and collaborative team player who thrives in fast-paced, scaling environments, • Exceptional organizational and communication skills.Why You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program. The anticipated base salary for this position is $180,000 - $220,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job Description COMPANY OVERVIEW: The Lightstone Group, LLC, or Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With 209 existing properties, Lightstone’s over $9 billion portfolio currently includes over 13 million square feet of industrial, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. Lightstone’s development portfolio includes over $3.5 billion currently under development in the residential and hospitality sectors spread across New York City, Los Angeles, and Miami. Lightstone is launching a Reg D 506(c) platform focused on raising capital from accredited investors. Our investment strategy is centered around high-quality multifamily and industrial real estate assets across the United States. Leveraging digital marketing, strategic partnerships, and a deep commitment to investor experience, Lightstone offers new investors the opportunity to participate in institutional-quality investments. POSITION OVERVIEW: We are seeking a highly motivated and organized Director of Investor Relations to join our expanding team. This individual will work directly under the Head of Investor Relations and serve as a key operational leader, overseeing Investor Relations Associates while driving efficiency and excellence across all aspects of the investor journey. This role is ideal for someone who thrives in a fast-paced, process-driven environment and who has a deep appreciation for investor experience, data-driven strategy, and operational best practices. On a select basis, the Manager of Investor Relations will interface with high-value potential customers. An ideal candidate will have experience with promoting real estate investment opportunities across different media, experience in alternative investments, and a proven track record of fundraising success. This position is highly strategic and involves the building and coordination of the investor relations team. A successful candidate in this role will be highly process-oriented, data-driven, and adept at working cross-functionally to drive operational efficiency, team execution, and a great customer experience. This role entails significant interfacing with the C-Suite and ample opportunity to advance within the organization. Key Responsibilities: Investor Experience & Operations • Ensure exceptional investor satisfaction by streamlining onboarding processes and minimizing response times., • Monitor and continuously improve the investor experience from initial inquiry through lifecycle management., • Develop and implement SOPs and operational workflows for all investor-facing processes., • Maintain quality control across all communications, onboarding documents, and investor deliverables., • Own CRM configuration and serve as primary collaborator with Marketing on investor communication flows, lead management, and lead nurture strategy, • Own the gathering and action items from investor feedback – surveys, anecdotal/ad hoc feedback, and implicit feedback from analytics and data proxies. Take a “voice of the customer” apprpoach and establish feedback loops to the IR team, Product, real estate stakeholders, and marketing., • Supervise and support Investor Relations Associates, ensuring alignment with department goals and service standards., • Establish escalation protocols, lead assignment, investor rep assignment, and coordination of engagement., • Leverage pre-existing relationships and work prospecting channels to close high-value new investors – particularly HNW, family offices, or RIAs., • Serve as escalation point for high-potential new prospects, • Coordinate and manage regular investor updates, quarterly reports, and performance summaries., • Respond promptly and accurately to investor inquiries via email, phone, and CRM-based systems., • Plan and execute investor-facing events including webinars, in-person meetings, and networking events., • Leverage CRM and marketing data to refine investor engagement strategies and improve sales conversions., • Ensure all investor communications and processes comply with Reg D 506(c) requirements and internal standards., • Maintain proper documentation and audit trails for investor interactions and transactions., • Participate in the evaluation and implementation of technology tools that improve IR performance and scalability., • Bachelor’s degree in Finance, Business, Communications, or related field., • 7+ years of experience in Investor Relations, Financial Services, Private Equity, or Real Estate., • Strong knowledge of Reg D offerings and compliance frameworks., • Proven leadership capabilities with experience managing or mentoring team members., • Proficiency with CRM systems (e.g., Salesforce, HubSpot) and investor portals., • Exceptional communication, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities in a deadline-driven environment., • High attention to detail and commitment to delivering quality outcomes.

Job DescriptionAbout Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role We've built a strong engine for acquiring venture assets. Our next frontier is elevating portfolio monitoring and building a disciplined, proactive liquidity function. The market for secondary transactions is evolving quickly, and our scale requires greater structure, visibility, and leadership around when and how we return capital. The VP, Portfolio will oversee and drive our overall liquidity strategy, leading the team responsible for monitoring our portfolio, identifying exit pathways, and preparing and evaluating opportunities. While this role is closely involved in transactions, the emphasis is on strategy, governance, prioritization, and team leadership rather than direct execution. The Mandate: Bring a more intentional, repeatable, and forward-looking approach to liquidity; bridging our acquisition engine with a stronger, more reliable exit engine. What You'll Do Liquidity Strategy & Execution Oversight • Lead the overall liquidity and exit strategy, setting priorities and guiding the team on preparation, structuring options, and recommended pathways., • Oversee the sourcing and evaluation of secondary sales and other liquidity routes (e.g., structured solutions, emerging digital or alternative platforms)., • Maintain a dynamic, ranked pipeline of exit opportunities by company and expected timing., • Oversee the "Exit Memo" process; ensuring memos are clear, rigorous, and ready for leadership review. Portfolio Monitoring • Build and refine consistent processes for operating updates, early-warning signals, opportunity windows, and risk flags across the portfolio., • Drive systematic review of top positions (the AV (Alumni Ventures) 50): internal valuations, thesis tracking, risk assessments, and refresh cycles. AV 50 & Valuation Governance • Establish and oversee the internal value-setting process for the AV 50, including methodology, cadence, and decision rights., • Ensure a high-quality governance process informed by market data, company performance, and internal analysis. Market Development & Innovation • Maintain and deepen relationships with secondary buyers, syndicates, specialty funds, and emerging liquidity platforms., • Lead strategic thinking around new models for private-market liquidity, including future digital or technology-enabled pathways. Cross-Functional Leadership • Partner closely with Investing, Legal/Compliance, Finance, and Investor Relations to ensure aligned execution and communication., • Ensure dashboards, memos, and updates both internal and external; are clear, proactive, and consistent with leadership expectations. Team Leadership & Development • Lead, mentor, and scale the Portfolio Liquidity & Monitoring team., • Build a culture of collaboration, precision, and operational discipline., • Liquidity: 3–5 liquidity or structured-exit events guided and successfully executed through the team; established run-rate thereafter., • Coverage: 100% of AV 50 with current internal values, refreshed quarterly, with documented theses and risk/opportunity profiles., • Pipeline: Live, prioritized, probability-weighted exit pipeline with monthly review., • Capital Velocity: Measurable capital returned to investors; improved recirculation of capital., • Bachelor's degree required; MBA or similar advanced credential preferred., • 10+ years in private markets, venture, secondaries, or adjacent liquidity-focused roles., • Track record overseeing or executing secondary or structured transactions., • Strong understanding of late-stage private-company dynamics and valuation frameworks., • Experience building monitoring, valuation, or governance systems., • Exceptional relationship-building skills across internal and external stakeholders., • liquidity pathways., • Experienced in private-market dynamics, secondaries, or structured solutions., • Skilled at making decisions with imperfect data and navigating fast-moving environments., • Curious about evolving liquidity technologies without requiring deep technical expertise., • Impactful communicator who can distill complex situations into crisp, leadership-ready insights., • Entrepreneurial mindset; comfortable building new capabilities rather than inheriting established playbooks., • A strategic operator who combines investor judgment with creativity around. Compensation includes a base salary between $180,000 - $210,000 plus equity and corporate bonus Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.

Job Description About Closed Loop Partners Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management Closed Loop Capital Management (CLCM) manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $575+ million of assets under management. Our team has made over 90+ investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Role We are seeking an experienced, full-time Fund Accounting Analyst for the dynamic Closed Loop Capital Management organization. The Analyst will have primary day-to-day responsibility for the efficient and accurate execution of all general accounting functions and supporting the fund finance team. The role will report to the Director, Fund Finance & Accounting, working closely with the firm's corporate finance, investor relations, and the investment teams. This is an in-person role in our office in midtown Manhattan. Responsibilities • Maintain books and records for over 10 funds on a quarterly basis. Assist third party administrator with management of company books kept monthly., • Liaise with the firm's third-party fund administrator, auditor, and tax advisor, • Assist with quarter end financials process, maintaining schedules in support of quarter end close, and reviewing financials and capital account statements., • Review weekly bank account reconciliations, set up wire payments, monitor bank accounts and treasury processes, • Aid the year-end audit process, work with third party audit firm, edit financial statement footnotes and performance metrics, • Participate in yearly tax return process, review returns, verify accuracy of K-1 information, • Analyze intercompany transactions to confirm accuracy between funds and management company books, • Support the IR team to respond to investor questions and requests, • Analysis of fund performance, including financial modeling and FP&A Qualifications • Minimum of 2 years of post-college experience within accounting, private equity, consulting, or related industries, • Bachelor's degree in Accounting, Finance, or related field, • Clear understating of GAAP, bookkeeping, and the quarterly financial process for private equity funds, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work independently and as part of a team to take on new tasks with high levels of difficulty, • Demonstrated interest in sustainability and the circular economy Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job Description COMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. EB-5 Investments Since 2014 Lightstone has used the USCIS EB-5 Program to raise capital for its real estate developments in the US. The EB-5 Program allows foreign nationals to invest $800,000 into a job creating project or company in the United States and receive a permanent green card enabling them to live, work and study in the United States. Lightstone has raised over $650 million through the EB-5 Program. Lightstone invested this capital in some of its premium residential and hospitality developments. These include the Moxy and AC DTLA, 130 William, ARC, 365 Bond, Moxy Chelsea, Moxy East Village, Moxy Times Square and Moxy South Beach Miami. Lightstone is currently fundraising for its newest project. The EB-5 team raises investment capital from all over the world and has offices in New York, Shanghai, Seoul, and Hong Kong POSITION OVERVIEW: We are currently looking for a proactive/diplomatic Investor Services professional who will serve as key liaison between the company and a portion of its investor/intermediary base with focus on addressing inquiries related to investment status. The ideal candidate will combine strong financial understanding with empathy, discretion, and excellent communication skills. This is a critical role requiring professionalism, emotional intelligence, and strategic thinking to maintain investor trust and manage expectations. This role will be full-time 40 hours a week for a temporary period of estimated 8-10 months, could potentially be extended longer. • Serve as primary point of contact for investor and intermediary inquiries related to payment status, capital returns, deferred interest, and general financial updates., • Draft and deliver timely, accurate, and professional responses to inquiries that reflect company’s messaging and values, • Maintain detailed logs of investor communications and follow-up actions, • Proactively communicate with investors and intermediaries during anticipated or known delays to manage expectations, • Support broader investor relations efforts including updates, newsletters, and FAQ documents, • Collaborate with legal team to ensure all communications meet regulatory standards, • Bachelor’s degree in Business, Communications, Finance or related fields, • 3+ years of experience in investor relations, client services, finance, or communications, • Exceptional interpersonal and written communications skills with a customer-first mindset, including the ability to convey complex information simply and calmly, • Ability to remain composed and diplomatic during difficult conversations or investor frustrations, • Detail-oriented and highly organized, with strong problem-solving skills, • Familiarity with financial products, real estate, private equity, or fund administration a plus, • EB-5 experience a plus, • High emotional intelligence and professional demeanor, • Ability to interpret financial data and explain complex information clearly, • Comfort working in a fast-paced, deadline-driven environment

Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly motivated and analytical professional to join our Corporate Finance team as an Associate, Capital Markets and Capital Formation. In this critical role, you will be effectively managing the company's financial structure by determining where we source our capital and how we strategically deploy it. This role requires a unique blend of financial structuring expertise, capital allocation discipline, and world-class relationship management to secure and optimize the financing essential for our high-growth initiatives. This role will be required being based in San Francisco, CA or New York, NY. What You'll Be Working On: * Capital Formation & Transaction Execution * Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues, including debt facilities, asset-backed securitizations, private placements, and corporate credit lines. * Transaction Lead: Act as a key execution team member on new debt and equity issuances, coordinating due diligence, managing legal documentation, and overseeing the closing process. * Financial Modeling: Build, maintain, and stress-test complex financial models to evaluate new financing proposals, analyze pricing, and assess the impact of different capital structures on the balance sheet and overall cost of capital. * Market Intelligence: Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity to inform and shape internal strategy. * Relationship Management & Investor Relations * Create and maintain key relationships across the banking and buy-side community. Attend relevant conferences and events to establish strong ties into the capital markets. Lender and Investor Relationship Management: Cultivate and maintain strong, high-touch relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners. * External Representation: Prepare high-quality, professional marketing materials (pitch books, deal teasers, investor presentations) to articulate the company's financial story and financing needs to external capital providers. * Negotiation Support: Assist senior management in term sheet negotiations and structuring discussions with capital partners. * Internal Capital Allocation & Treasury * "Internal Bank" Function: Work closely with treasury and broader finance organizations in order to help manage capital flows and capital availability for new projects (e.g., Corporate Development, Operations, and Business Units) as well as understanding and evaluating internal capital requests, applying a rigorous, return-focused allocation framework. * Liquidity & Risk Management: Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures. * Reporting and Research: create and distribute internal research papers for executive leadership and the Board of Directors on market activity, peer financings and their pricing, as well as important precedent transaction summaries. What You'll Bring to the Team: * 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group. * Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred. * Proven track record of managing and contributing to the execution of complex financing transactions. * Exceptional financial modeling and quantitative analysis skills; expertise in MS Excel is mandatory. * Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners. * Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences. * A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment. * Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. CFA designation or candidate is a plus. Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $110,000 -$170,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE - Analyst ***IMPORTANT---THIS ROLE IS IN-PERSON IN OUR NEW YORK CITY OFFICE. PLEASE DO NOT APPLY IF YOU ARE NOT ABLE TO BE IN THE NEW YORK CITY OFFICE FULL-TIME VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a highly motivated individual to fill the position as an Investor Relations Analyst based in our Larkspur, CA office. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Role • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative, • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment APPLICATION PROCEDURES Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . About the Role: We are seeking a high-performing and passionate Associate to join our corporate development team. The Associate will support the Corporate Development team, CDO, CSO and CFO in leading the corporate development activities of CoreWeave. This includes managing M&A processes, analyzing industry trends, assessing competitive landscapes, identifying investment opportunities, and supporting marquee fundraising initiatives. This person will work cross-functionally with a variety of stakeholders at all levels of CoreWeave and have frequent opportunities to interact with and support key executive-level decision makers. Optimally, this person will have previous experience with generative AI, technology, digital infrastructure, cloud infrastructure, data centers or similar verticals. Key Responsibilities: • Identify and evaluate M&A and direct investment opportunities based on industry knowledge, market situation, and financial analysis, • Develop, maintain, and analyze complex financial models to support M&A transactions, strategic investments, and other strategic initiatives, • Assist in all phases of transaction execution, including due diligence, valuation, documentation, and integration planning, • Collaborate with internal stakeholders, including finance, legal, operations, and senior executives to ensure alignment and successful execution of deals, • Support Strategic Finance, Investor Relations, Treasury, and FP&A on cross-functional Ad Hoc finance projects, • Assist in the preparation of company management presentations that deliver CoreWeave's investment thesis and growth strategy to external stakeholders, • Conduct comprehensive due diligence on M&A and investment targets, including financial, and operational analysis, • Monitor industry trends, competitive landscape, and market dynamics to identify opportunities and threats, • Collaborate with CDO, CSOand CFO to assist with highly impactful, complex, and visible projects, including scaled, complex equity and debt fundraising initiatives, • A bachelor's degree in finance, accounting, applied mathematics, economics, engineering, or an equivalent combination of education and experience, • Minimum of 2+ year(s) of experience in investment banking, private equity, private credit or similar roles, • Excellent financial modeling and valuation skills, with a demonstrated track record of executing complicated financial analyses, • Effective verbal and written communication skills, with a preference for candidates that have demonstrably interacted with management or other executive-level stakeholders, • High level of self-sufficiency with proven success at self-teaching and a high intellectual motor, • Strong analytical, quantitative, and problem-solving skills, • Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously, • Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, • Understanding of M&A processes for both public and private transactions, including deal sourcing/structuring, due diligence, and execution, with a proven track record of contributing to closed deals, • You love digging into complex financial problems and solving them with precision., • You're curious about how AI, cloud, and digital infrastructure are reshaping the global economy., • You're an expert in financial modeling, valuation, and supporting high-impact transactions. Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $125,000 to $155,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Location: New York, NY, USA About ARCHIMED ARCHIMED is not just another investment firm. With offices across Europe, the U.S., and Asia, its singular focus is on healthcare. That concentration is by design: combining operational, medical, scientific, and financial depth lets ARCHIMED act not just as capital, but as a true partner. We channel our efforts into Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools & Biologic Services, MedTech, and Pharma Services. We help companies internationalize, acquire, innovate, and expand. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund ever raised by a European-based general partner. Its MED I, MED II, and MED Platform I are top-decile performers in their vintages (per Preqin). From day one, ARCHIMED has embraced impact investing, both directly and through its EURÊKA Foundation. The Team Our team is international (French, British, German, Polish, Canadian, U.S., Japanese, etc.) and deeply cross-disciplinary, bringing together experience in investing, medicine, operations, strategy, and science. We include alumni of INSEAD, Berkeley, Wharton, Georgetown, Bocconi, HEC Paris, Ponts et Chaussées, ESSEC, Imperial, Dartmouth, and more. Our collective backgrounds span private equity (3i, Siparex, USS, Barings, Capiton, KKR, Partners Group), consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC), and industry (Biotronik, Cerba, pharmacy, veterinary). Your Role You will work side by side with the Head of Investor Relations and senior leadership to conceive, plan, and execute fundraisings. Your tasks will include: • Market analysis, • Design and production of marketing materials (VDR, pitch decks, PPM, DDQ, etc.), • Legal structuring, • Coordinating with third-party providers and forming partnerships But more than execution, your role is narrative. You must help tell ARCHIMED’s story, who we are, why we matter, how we generate value, in a way that resonates with investors and withstands scrutiny. You will attend investor events, represent ARCHIMED, and work roadshows. Investor Relations Operations You will run the mechanics of the IR program, quarterly and annual reporting for funds and co-investments, LP queries, secondary transfers, and the like (in close collaboration with Finance, Impact, and Investment teams). You will lead the planning and execution of our Annual General Meeting in coordination with the Communications team. Co-Investments, GP-Led Secondaries & Other Vehicles You’ll support our co-investment program and help structure and execute GP-led secondaries when appropriate. You’ll work across deal teams and with external investors to spot, shape, and deliver these opportunities. What We're Looking For • We want someone who is more than competent, someone who thinks in layers, asks probing questions, and refuses superficial answers. You should bring:, • Deep experience in IR and fundraising with institutional investors, • Financial sophistication, you use models, frameworks, and diligence with ease, • A working knowledge of market structures, legal frameworks, and industry conventions, • Curiosity and discipline in data gathering and interpretation, • A capacity to sift priorities in a fast-moving environment, • Clarity of communication, you simplify without oversimplifying, • A collaborative mindset, you solicit input, engage thoughtfully, and show integrity, • Sales instincts in financial services / PE: prospecting, pipeline building, tailoring propositions, • A firm grasp of fund structuring, performance metrics, and portfolio finance, • Creativity in spotting new capital sources and growing AUM, • At minimum a degree in Finance, Economics, or Business, • Ability to independently build and manage relationships, • Excellent Excel and PowerPoint skills, • An entrepreneurial orientation, you’re here to build, not just maintain Investor Relations Expertise • Proven track record in investor relations or fundraising, ideally within private equity, investment banking, or adjacent financial services., • Advanced proficiency with financial models, performance metrics, and due diligence processes., • Ability to interpret complex financial data and communicate it with clarity and precision., • Deep familiarity with market practices, legal frameworks, product structures, and investor behaviors., • Demonstrated ability to manage multiple workstreams under pressure while maintaining quality and attention to detail., • Strong project management skills and a disciplined approach to planning, prioritization, and follow-through., • Natural ability to build trust and credibility with investors, deal teams, and internal stakeholders., • Strong communication skills, articulate and persuasive in writing, confident and thoughtful in conversation., • Entrepreneurial approach with a bias for action and ownership., • Resourceful, intellectually curious, and unafraid to challenge assumptions., • Collaborative spirit with the humility to learn from others and the confidence to lead., • Bachelor’s or advanced degree in Finance, Economics, Business Administration, or a related field., • Advanced proficiency in Excel and PowerPoint., • 401(k), • Healthcare covered by ARCHIMED, • Away Days, • August Summer Shutdown

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