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Job DescriptionThe Windfall is partnering with a Private Equity firm that is seeking to hire a Client Relations Executive Assistant. This is working at their midtown, Manhattan office which is going through a brand new buildout. You will be part of the Client Relations team supporting a Director. They foster an empathetic environment with an amazing training program. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime as it is required. RESPONSIBILITIES • Travel arrangements and logistics across time zones, • Maintain and update Director and Executive's calendars, • Book and coordinate internal and external meetings, • Setup conference/video calls and with internal and external parties (make sure technology is working in conference room), • Manage conference rooms for meetings, • Breakdown conference room after meetings, • Prepare material, update and edit presentations, • Print, bind and distribute presentations, • Arrange and coordinate internal/external conferences, • Coordinate with Portfolio Companies and Executives, • Handling of confidential information and materials, • Register and update contacts in internal databases, • Expense reporting, • Back-up other EAs, • Coordination of international meetings, • 3+ years of EA experience in finance, consultancy or tech Experience and interest in; • Travel and logistic coordination (domestic and international), • Heavy calendar management, • Working with databases, • Work in an international environment, • Communicating with executives, • Experienced computer user: Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word, • Team-minded approach to tasks and projects, • Ability to multi-task and prioritize/re-prioritize as needed, • Service minded with a ”can do” attitude, • Focus on quality and a strong attention to detail, • Flexible style and the ability to seek solutions both independently and as part of a team, • Capable and driven to take initiatives, • Sound commercial judgment, • Strong communication skills, • Strong interpersonal skills (heavy coordination across business lines) PACKAGE $115,000 Base Salary Discretionary Bonus Based on Individual & Firm Performance 100% Covered Benefits 4% 401k Match iPhone & Laptop Commuter Benefits Breakfast, Lunch & Snacks Provided Daily #ZR

Job DescriptionSalary: $210,000.00 - $275,000.00 (Yearly) Location: New York, USA (Hybrid minimum 3 days per week in-office) Reporting to: President Working closely with: CEO, Leadership Team and Board. Type: Full-Time Start date: ASAP About LemonEdge LemonEdge is a next-generation accounting platform purpose-built for private capital markets. Our technology gives fund administrators and asset managers the tools to automate complexity, improve transparency, and scale faster. With strong early traction in North America and EMEA, we are now entering the next phase of growth focused on predictable revenue, operational discipline, and global team alignment. Role Summary We are hiring a VP of Finance to lead LemonEdges global financial function. This is a hands-on executive leadership role, ideal for a commercially-minded operator with deep SaaS expertise. You'll own financial strategy, forecasting, investor readiness, and systems build-out partnering closely with the President and CEO to steer the company through rapid growth and strategic milestones, including future fundraising rounds. This hire will play a central role in driving operational maturity and improving predictability, accountability, and confidence in our financial decision-making. Key Responsibilities Strategic Finance & Investor Partnership • Set and execute a financial strategy aligned with company growth objectives., • Own the 3-year model, annual budgets, and rolling forecasts., • Partner with the CEO and President to drive capital strategy and scenario planning., • Lead financial due diligence, investor relations, and preparation for future funding rounds., • Build and maintain department budgets, cash forecasts, and variance analyses., • Develop KPI dashboards and SaaS metric scorecards (ARR, NRR, CAC, LTV, Rule of 40)., • Deliver timely and accurate financial reporting, including commentary and insights., • Implement ASC 606-compliant revenue recognition practices., • Partner with Sales, Implementation and Product on pricing, margins, and commercial strategy., • Oversee cash flow management, FX exposure, working capital, and reserves., • Manage financial audits, global tax compliance, and regulatory filings (US & UK)., • Maintain a clean cap table, equity reporting, and stock option administration., • Evaluate and support M&A opportunities and financial modelling., • Conduct due diligence and integration planning for potential acquisitions or partnerships., • Lead accounting operations including AR/AP, close processes, payroll, and expenses., • Implement scalable systems (e.g. NetSuite, Mosaic, Chargebee) to support growth., • Continuously improve financial controls and automation., • Build and lead a high-performing finance team., • Partner across the ELT to embed financial accountability and decision-making discipline., • Coach department heads on budgeting, trade-offs, and operational efficiency., • Help shape company culture with a calm, clear, and collaborative leadership style. Ideal Candidate Profile • Experience:, • 10+ years in finance, • 5+ years in senior finance roles at SaaS or FinTech companies, • Stage:, • Proven track record scaling finance functions through Series A/B/C or pre-exit, • Technical:, • Deep FP&A, • SaaS metrics, • GAAP/ASC 606 revenue recognition, • Investor-facing reporting, • Commercial:, • Strong partner to Sales, Implementation, and Product teams, • Comfortable driving pricing and unit economics, • Tools:, • Strong with Excel/Sheets, • ERP tools (e.g., NetSuite), • FP&A tools (e.g., Mosaic, Adaptive, Anaplan, Xero), • Style:, • High ownership, • Highly analytical, • Collaborative, • Calm under pressure, • Bonus skills:, • CPA or MBA preferred (not required if experience is exceptional) KPIs & Success Metrics 1218 Month Success Indicators Revenue & Forecasting • Forecast variance for total revenue and ARR: <5% quarterly, • ASC 606 revenue recognition fully compliant by Q2 2026, • SaaS KPI dashboards live by Q4 2025 (weekly/monthly, reviewed by President/ELT), • Implementation profitability cohort analysis by early 2026, • Due diligence framework ready for Series B/C by Q4 2025, • 100% audit-ready cap table, equity records, and data room, • Close process <7 business days by Q2 2026, • Global tax, compliance, and filings on time, no missed deadlines, • Finance business partners aligned by Q1 2026, • Full departmental budget ownership by mid-2026, • ELT finance satisfaction rating >90% Compensation Guidelines Series A Benefits: Medical, dental, vision, 401(k) with 3% Company match, employer-sponsored life Insurance, LTD and STD insurance options, unlimited PTO, hybrid working, equity upside. Interview Process VP of Finance Total Rounds: 45 Target Timeline: 34 weeks Format: Blend of video and in-person (final round in NY) remote work

Job DescriptionThe Windfall is partnering with a Private Equity firm that is seeking to hire an Investor Relations Executive Assistant. This is working at their midtown, Manhattan office which is Headquarters for the Americas. You will be joining the already established team of Executive Assistants, while continuing to grow. The group works extremely hard, contributes to the entire firm, has a team-oriented training program and keeps a positive atmosphere. You will be supporting the Investor Relations team while reporting into the Managing Director. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime as it is required. RESPONSIBILITIES Travel arrangements and logistics across time zones Maintain and update Professionals calendars Book and coordinate internal and external meetings Setup conference/video calls and with internal and external parties (make sure technology is working in conference room) Manage conference rooms for meetings Breakdown conference room after meetings Prepare material, update and edit presentations Print, bind and distribute presentations Arrange and coordinate internal/external conferences Coordinate with Portfolio Companies and Executives Handling of confidential information and materials Register and update contacts in internal databases Expense reporting Back-up other EAs Coordination of international meetings Assist with office-wide projects and events, as neededREQUIREMENTS 3+ years of EA experience in finance, consultancy or tech Bachelor’s Degree Experience and interest in; Travel and logistic coordination (domestic and international) Heavy calendar management Working with databases Work in an international environment Communicating with executives Experienced computer user: Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word Team-minded approach to tasks and projects Ability to multi-task and prioritize/re-prioritize as needed Service minded with a ”can do” attitude Focus on quality and a strong attention to detail Flexible style and the ability to seek solutions both independently and as part of a team Capable and driven to take initiatives Sound commercial judgment Strong communication skills Strong interpersonal skills (heavy coordination across business lines)PACKAGE $115,000 Base Salary Discretionary Bonus Based on Individual & Firm Performance 100% Covered Benefits 4% 401k Match iPhone & Laptop Commuter Benefits Breakfast, Lunch & Snacks Provided Daily

Job DescriptionThe Windfall is partnering with a Private Equity firm that is seeking to hire an Investor Relations Executive Assistant. This is working at their midtown, Manhattan office which is going through a brand new buildout. You will be part of the Client Relations team supporting a Director. They foster an empathetic environment with an amazing training program. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime as it is required. RESPONSIBILITIES • Travel arrangements and logistics across time zones, • Maintain and update Director and Executive's calendars, • Book and coordinate internal and external meetings, • Setup conference/video calls and with internal and external parties (make sure technology is working in conference room), • Manage conference rooms for meetings, • Breakdown conference room after meetings, • Prepare material, update and edit presentations, • Print, bind and distribute presentations, • Arrange and coordinate internal/external conferences, • Coordinate with Portfolio Companies and Executives, • Handling of confidential information and materials, • Register and update contacts in internal databases, • Expense reporting, • Back-up other EAs, • Coordination of international meetings, • 3+ years of EA experience in finance, consultancy or tech Experience and interest in; • Travel and logistic coordination (domestic and international), • Heavy calendar management, • Working with databases, • Work in an international environment, • Communicating with executives, • Experienced computer user: Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word, • Team-minded approach to tasks and projects, • Ability to multi-task and prioritize/re-prioritize as needed, • Service minded with a ”can do” attitude, • Focus on quality and a strong attention to detail, • Flexible style and the ability to seek solutions both independently and as part of a team, • Capable and driven to take initiatives, • Sound commercial judgment, • Strong communication skills, • Strong interpersonal skills (heavy coordination across business lines) PACKAGE $115,000 Base Salary Discretionary Bonus Based on Individual & Firm Performance 100% Covered Benefits 4% 401k Match iPhone & Laptop Commuter Benefits Breakfast, Lunch & Snacks Provided Daily #ZR

Job DescriptionThe Windfall is partnering with a Private Equity firm that is seeking to hire an Investor Relations Executive Assistant. This is working at their midtown, Manhattan office which is Headquarters for the Americas. You will be joining the already established team of Executive Assistants, while continuing to grow. The group works extremely hard, contributes to the entire firm, has a team oriented training program and keeps a positive atmosphere. You will be supporting the Investor Relations team while reporting into the Managing Director. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime as it is required. RESPONSIBILITIES • Travel arrangements and logistics across time zones, • Maintain and update Professionals calendars, • Book and coordinate internal and external meetings, • Setup conference/video calls and with internal and external parties (make sure technology is working in conference room), • Manage conference rooms for meetings, • Breakdown conference room after meetings, • Prepare material, update and edit presentations, • Print, bind and distribute presentations, • Arrange and coordinate internal/external conferences, • Coordinate with Portfolio Companies and Executives, • Handling of confidential information and materials, • Register and update contacts in internal databases, • Expense reporting, • Back-up other EAs, • Coordination of international meetings, • Travel and logistic coordination (domestic and international), • Heavy calendar management, • Working with databases, • Work in an international environment, • Communicating with executives, • Experienced computer user: Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word, • Team-minded approach to tasks and projects, • Ability to multi-task and prioritize/re-prioritize as needed, • Service minded with a ”can do” attitude, • Focus on quality and a strong attention to detail, • Flexible style and the ability to seek solutions both independently and as part of a team, • Capable and driven to take initiatives, • Sound commercial judgment, • Strong communication skills, • Strong interpersonal skills (heavy coordination across business lines) PACKAGE $115,000 Base Salary Discretionary Bonus Based on Individual & Firm Performance 100% Covered Benefits 4% 401k Match iPhone & Laptop Commuter Benefits Breakfast, Lunch & Snacks Provided Daily

Job Description Position Summary: Fund Accountant We are seeking a highly motivated and detail-oriented Fund Accountant to join our finance team here at Leverage Companies. The successful candidate will be responsible for the day-to-day accounting and financial reporting of private equity funds, ensuring accuracy, compliance, and timely delivery of financial information to stakeholders. This is a critical role that supports fund operations, investor reporting, and financial analysis. Leverage Companies is a real estate private equity firm on a mission to create millionaires through real estate. With a diversified platform spanning acquisitions, private lending, and education, we're committed to empowering investors and scaling wealth-building opportunities. Our lending division, Brick City Capital, operates the TLC Opportunity Debt Fund, providing debt financing to real estate investors with a focus on DSCR rental loans across acquisition and refinance strategies. As we continue to scale, we are seeking a Fund Accountant to join our cross-functional Finance team. This role will play a critical part in managing the financial operations, reporting, and fund-level accounting for the TLC Opportunity Debt Fund. This position will work closely with both our controller and President Roles & Responsibilities • Fund Accounting & Reporting, • Own the day-to-day accounting and financial reporting for the TLC Opportunity Debt Fund., • Prepare monthly, quarterly, and annual fund financial statements in accordance with GAAP., • Manage capital account allocations, investor capital calls, distributions, and waterfall calculations., • Support preparation and review of investor statements and financial reports through Opus, our investor portal., • Audit, Tax, & Compliance Coordination, • Assist with the annual fund audit process in collaboration with our accounting firm and other third-party auditors., • Coordinate with tax advisors on investor K-1 preparation and delivery., • Ensure compliance with fund documents, operating agreements, and internal controls., • Cross-Functional Collaboration, • Work closely with the capital markets, loan servicing, and operations teams to reconcile loan activity, interest income, and fund cash positions., • Partner with the investor relations team to ensure timely and accurate investor communications., • Support Controller and President on ad-hoc analysis, fund performance metrics, and liquidity planning., • Process Improvement & Systems, • Assist in enhancing fund accounting processes and controls as the platform scales., • Leverage technology tools like QuickBooks, Excel, and Opus to maintain accurate records and improve reporting workflows. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (CPA or working toward CPA preferred)., • 3–5 years of experience in fund accounting, preferably within private equity, venture capital, or hedge funds., • Strong understanding of US GAAP, investment partnership structures, and private equity fund operations., • Proficiency with accounting software (QuickBooks or similar) and advanced Excel skills., • High attention to detail, with excellent organizational and analytical skills., • Ability to work independently and collaboratively in a fast-paced environment., • Strong written and verbal communication skills, • Someone looking for a great company with great people—a team you can be proud of., • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery. Compensation: • Salary Range Starting (based on experience): $85,000, • Bonus: 10% (target), • Healthcare: Offered with generous contribution

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 Alumni Ventures is looking for a full-time Senior Associate to join one of our investment teams. This position is part of a team that manages Waterman Ventures and 116 Street Ventures, as well as helps with International Initiatives. The position primarily focuses on sourcing investment opportunities, managing investment processes, and overseeing portfolio management tasks. Alumni Ventures is a multi-sector investor with a preference for Seed and Series A/B opportunities. This role is designed for a generalist investment athlete. This individual will also assist in researching and evaluating potential investment strategies, as well as managing relationships with portfolio companies and fellow venture investors. Alumni Ventures operates exclusively as a co-investor, investing alongside well-established venture funds. The successful candidate will source high-quality investments for our funds and have significant input in creating annual portfolios of approximately 20 to 30 venture investments per fund. This position will be based out of New York and is a hybrid role, with an expectation that this individual will work in the office at least 4 days per week. Alumni Ventures is a fast-paced, professional, entrepreneurial environment. What You'l Do Deal Sourcing • Proactively source and contribute high-quality leads that align with the team's investment thesis and firm-wide initiatives., • Lead initial due diligence on potential investments, engaging directly with founders, customers, and market data., • Contribute to the successful execution of approved investments, from term sheet to close., • Grow and leverage a robust network of founders, VCs, and industry experts to gain access to top-tier deal flow., • Actively manage and support portfolio companies, fostering growth and long-term value creation., • Monitor portfolio performance through regular CEO check-ins, performance tracking, and strategic guidance. Who You Are • Bachelor's degree in Business, Economics, Engineering, Computer Science, or related field; MBA or advanced degree preferred., • 7+ years of professional experience across venture capital, private equity, investment banking, consulting, or startups., • Hands-on familiarity with AI tools (e.g., ChatGPT, Claude, Midjourney, Gemini) and ability to integrate them into team workflow Compensation includes a starting base salary of $175,000 plus equity, carry potential, 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 Job Title: Controller – Private Equity Location: New York, NY Department: Finance / Accounting Reports To: CFO / Head of Finance Employment Type: Full-Time About the Role: We are seeking a highly experienced Controller to lead the accounting, financial reporting, and operations for our private equity platform. This is a senior-level role responsible for overseeing the day-to-day fund and management company accounting, ensuring robust internal controls, and supporting strategic decision-making as the firm continues to scale. This is an opportunity to join a firm known for its collaborative, inclusive, and high-integrity culture, where professionals are empowered to take ownership, grow their careers, and make a lasting impact. We foster a respectful, team-oriented environment that values transparency, curiosity, and continuous learning. Key Responsibilities: Fund Accounting & Operations * Oversee accounting and financial reporting for multiple private equity funds, including quarterly and annual financial statements, capital calls, distributions, and investor reporting. * Manage capital account maintenance and waterfall calculations in accordance with fund LPAs. * Coordinate audits, tax filings, and compliance with external auditors and tax advisors. * Ensure proper valuation processes for portfolio investments, working with the investment and valuation committees. Management Company & Corporate Finance * Oversee all aspects of the management company’s financials, including budgeting, forecasting, and cash management. * Manage expense allocations between funds and management entities. * Monitor treasury functions, including capital activity and banking relationships. Process & Systems Oversight * Lead the implementation or optimization of financial systems and tools (e.g., Investran, eFront, or similar). * Develop and maintain accounting policies, procedures, and internal controls. * Evaluate and improve operational workflows to support scalability and regulatory compliance. Leadership & Strategic Support * Supervise and mentor a team of accountants and operations staff. * Partner closely with investor relations, compliance, legal, and deal teams on cross-functional initiatives. * Support fundraising, due diligence, and performance analytics for current and prospective LPs. Qualifications: * Bachelor’s degree in Accounting, Finance, or related field; CPA required. * 5–8 years of relevant experience, including audit experience at a Big 4 public accounting firm and/or fund accounting at a private equity firm or fund administrator. * Deep understanding of fund structures, LPAs, waterfall modeling, and investment accounting. * Strong technical proficiency with Excel. * Exceptional attention to detail, communication, and leadership skills.

Job Description At Greenfly, we empower the world’s biggest sports leagues, teams, athletes, and entertainment brands to engage their audiences through authentic digital content. Our software platform and deep expertise transforms how organizations collect, organize, and distribute short-form media at scale—bridging the gap between real-world moments and digital channels and creating tremendous value to stakeholders across our customers’ ecosystems. From the NBA to Major League Baseball, from entertainment studios to global sponsors, our partners rely on Greenfly to fuel their content strategies and deepen fan and audience relationships. We are seeking a passionate, strategic, and operationally-minded Vice President of Finance to lead Greenfly’s financial strategy, planning, and operations through our next phase. The role will be particularly focused on TAM expansion, driving new business models, and creating scaled and sustainable growth across the organization. This executive will be a key member of the leadership team, reporting to the company’s Chief Operating Officer, and will serve as a thought partner on corporate strategy, international expansion, capital planning, and operational efficiency. The VP of Finance will provide oversight and execution of global finance activities across budgeting, strategic planning, business analysis, M&A, investor relations, management reporting, accounting, tax, risk management, compliance, cash flow management, and decision support for Greenfly. In this role, you will work with senior leadership to continuously drive the business and improve growth and profitability through a process of financial planning, analysis and risk management. This is a highly visible role with exposure to the greatest sports, media, and brand organizations in the world that demands both strategic vision and a hands-on leadership style. The Vice President of Finance will work to drive and enhance our company values: • Define the Future: We don’t just participate in the industry—we shape it, • Collaborate to Elevate: We work with strategic partners to solve some of the industry’s biggest challenges., • For the Fans: At Greenfly, fans are the heart of everything we do., • Build Boldly, Deliver Thoughtfully: Excellence is non-negotiable. We prioritize frictionless experiences and intuitive design. What You'll Do Strategic Leadership • Provide financial insight and strategic recommendations to the CEO, Board, and executive team., • Lead the company’s financial planning, budgeting, and forecasting processes., • Work with Revenue Operations to expand and track key SaaS metrics (e.g., ARR, gross margin, CAC, CLTV, net retention)., • Oversee day-to-day accounting, cash flow management, and financial reporting as well as direct the preparation, review and presentation of monthly financial results to executive management, • Ensure GAAP compliance and lead external audits., • Build scalable processes and systems for a growing business, including ERP and billing infrastructure., • Oversee tax, legal entity exploration and structure, and compliance across multiple international markets., • Work with outside advisors to create and optimize transfer pricing, currency exposure, and local payroll/tax processes, as needed., • Collaborate closely with Sales, Customer Success, and Product to support pricing, forecasting, and strategic decision-making., • Model and test new go-to-market initiatives and revenue models with a focus on creating new value for customers and for Greenfly, • Hire, mentor, and develop a high-performing finance and accounting team. What We're Looking For • 10+ years of finance leadership, with at least 3–5 years in a senior finance role at a SaaS or other recurring revenue model-based company., • Experience managing US and international financial operations and compliance., • Experience driving and supporting new business models, building them to create scalable growth, • Strong command of SaaS metrics, financial modeling, and board/investor reporting., • Resilient, hard-working, hands-on, and determined self-starter and problem solver. Exhibit an intellectual curiosity and learn quickly., • Displays leadership courage and composure under pressure and has the ability to multi-task and meet aggressive deadlines; and to work under pressure analytically and systematically., • Ability to work cross-functionally with all levels of the organization, • Track record of developing people through supervision and mentoring, • Project management experience and attention to detail, • A hands-on, roll-up-your-sleeves attitude combined with executive-level communication skills. Bonus Points For • Background in private equity, sports, media, or entertainment., • Fundraising, M&A, or exit process experience., • Familiarity with tools like Rillet, QuickBooks, Salesforce, Looker, etc., • MBA or CPA preferred. Benefits • Full medical, dental, and vision coverage, • Stock options, • Flexible time off and remote-friendly culture, • Top-of-the-line Apple equipment and home office support

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

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 firms 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. 13 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 DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an Investment Operations Analyst to join their Alternatives Operations team. This position is highly collaborative and will have significant interaction within and across the firm. We look to identify passionate candidates with an excellent academic background, enthusiasm, and willingness to learn. This position will report to the Vice President. What you'll do: • Maintain fund cash balances and monitor daily cash activity ensuring differences/issues are identified and resolved in a timely manner, • Perform daily cash analysis (i.e. prepare cash position and forecast reports), • Assist in preparation of financial statement, • Review the underlying investment holdings including cost, fair market value, capital calls, distributions, unrealized gains/losses for completeness and accuracy, • Perform monthly bank reconciliations, • Follow through capital calls and distributions from underlying investments in a timely manner, • Responsible for posting activity to the general ledger, coordinating payment of expenses and maintaining supporting documentation, • Ensure that appropriate accounting treatment for all transactions is applied, • Respond to and resolve investor and investment queries in relation to administrative issues, • Assist Investor Relations in the maintenance of accurate contact information for all investors and investments, • Assist with other fund administration, such as data entry, scanning, and filing documents, • Assist in the quarterly client reporting process and mailings, • Assist with year-end audit, • Prepare ad hoc reports and analysis as neededQualifications, • BA/BS in accounting or related major, • Excellent fund accounting background with 0-2 years of relevant experience in investment operations/ private equity preferred, • Excellent writing skills and strong verbal communication desired, • Excellent quantitative/analytical ability and Excel skills desired, • Exceptional attention to detail and excellent organizational skills, • Candidate must be collaborative, a reliable team player, self-motivated, and possess strong integrity and professionalism, • Candidate must be open-minded with a high willingness to learn, • CPA license (active or inactive) or CPA candidate preferred, • Public accounting background including Big-4 exposure preferred Additional Information • This position will work on a hybrid model out of our Santa Monica, Pittsburgh, or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

A global real estate investment management firm is seeking a VP of Investor Relations to join the IR department. This individual will be responsible for creating investor reports, pitch books, presentations /slide shows etc., portfolio valuations, responding to investor / client requests, meeting with existing and potential investors, and assisting in capital raising efforts. The company has a phenomenal track record and invests in equity and debt across all asset types throughout the US. This is a unique opportunity with a well-established firm, offering significant earning and growth potential and excellent exposure to upper management and investors. Candidates must have a Bachelor’s Degree and 5+ years experience in a private equity investor relations role.

As part of the Private Equity Investor Relations team focused on Brookfield Special Investments (BSI), this role will report to the Vice President (BSI) and Managing Partner (Private Equity), and presents an opportunity to work with investment professionals, finance and operations teams, and senior

Over the last 20 years, Ares' success has been driven by our people and our culture. Ability to work effectively with a variety of internal Ares constituents including marketing, finance and accounting, legal and compliance, portfolio management and investment professionals;. Ares offers a number of

The Associate will report to the Head of the Private Equity Investor Relations Group and be part of a team effort responsible for all aspects of investor relations for the Private Equity Group. Ares is currently searching for a highly motivated, detail-oriented team player to join as an Associate in