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Manager, Asset Management Risk (Crypto) Note: Fidelity is not providing immigration sponsorship for this position. The Manager, Asset Management Risk (Crypto) is responsible for delivering operational risk oversight for Fidelity Digital Asset Management and its related businesses. In this role, you will work across business, technology, product, legal, compliance, and operations to assess operational readiness for launching innovative crypto and blockchain products. You will evaluate, communicate, and manage operational risks associated with digital-asset initiatives and emerging regulatory developments, while developing tools and analytics to monitor operational risks across Fidelity’s digital‑assets ecosystem. The ideal candidate brings experience shaping end‑to‑end product operating models, identifying control gaps early, and partnering closely with product teams to embed strong risk and control practices throughout the product lifecycle. They possess deep technical and business expertise across blockchains, token standards, cryptocurrency products and services, and the broader DeFi ecosystem, paired with exceptional communication, presentation, and writing skills. We are seeking a strategic problem solver with a consulting mindset, creativity, analytical rigor, outstanding organizational skills, and meticulous attention to detail. The candidate should also demonstrate an entrepreneurial mindset—proactively seeking answers, driving resolution in ambiguous environments, and navigating novel blockchain‑related risk concepts with confidence. They must be comfortable operating amid uncertainty, independently exploring solutions, and shaping frameworks where established guidance may not yet exist. • Support the development and launch of innovative new products involving crypto and blockchain technology in a risk-managed way, • Perform proactive and targeted data analysis and risk assessments to identify risks for management., • 5+ years of relevant work experience, ideally building crypto/blockchain products and services, • Deep understanding of blockchain features and capabilities, including but not limited to: • Blockchain transactions and the ability to conduct blockchain analysis, with experience in trade execution, settlement, and reconciliation processes for crypto assets, • Blockchain Architecture (L1s, L2s, cross-bridges, and oracles), • Crypto market structure (trade execution venues, derivatives market, regulatory frameworks, and liquidity providers), • Tokenization (on-chain asset creation, token standards, use cases, operational considerations), • Smart Contracts (vulnerabilities, permission structure, interpreting audit reports), • Staking (e.g., delegation models), • Crypto custody (hot/cold wallets, private key management, and working knowledge of multi-signature vs multi-party computation arrangements) • Strong interpersonal skills, with a demonstrated ability to partner and influence across the organization and collaborate in an interdisciplinary fashion, • Dexterity in cultivating close working relationships with business, technology, operations, legal, and compliance teams, • Comfort navigating ambiguity and working in a high-growth, fast-paced environment, • Demonstrated ability to operate autonomously to achieve results in a dynamic organization where priorities shift to meet evolving business needs, • Executive level presentation skills, • Natural intellectual curiosity, initiative, and love for learning new skills and capabilities, with a desire to stay abreast of the latest innovations across the industry, • Financial services experience, in combination with the skills mentioned above, is preferred, • Project management experience a plus, • Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus, • Experience with common data science tools & programming languages, a plus, • CFA and/or FRM certifications a plus Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Risk

The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture * Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. * Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. * Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. * Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership * Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. * Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. * Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. * Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration * Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. * Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. * Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. * Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. * Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. * Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management * Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. * Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. * Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. * Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement * Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. * Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. * Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience * 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. * Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. * Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. * Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. * Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. * Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies * Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. * Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. * Expertise in designing data architecture, reconciliation, and control frameworks. * Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes * Visionary yet pragmatic leader who combines strategic insight with operational execution. * Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. * Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. * Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Investment Operations

THE CLIENT Our team is partnering with a leading private equity firm known for its high‑performing investment teams and strong reputation in the market. The New York office operates on a hybrid schedule and features a deeply collaborative, well‑regarded administrative team. Executive Assistants at the firm are highly valued, integrated into team operations, and offered opportunities for professional development, cross-team partnership, and optional involvement in broader firm initiatives. THE ROLE The firm is seeking an experienced Executive Assistant to support a group of senior investment professionals within two key private equity sectors. This is a traditional, fast‑paced investment team support role requiring strong judgment, exceptional organization, and the ability to build trusted relationships with senior stakeholders both inside and outside the firm. The position is hybrid (Tuesday–Thursday in office; Monday/Friday remote) Key duties include: • Heavy calendar management and meeting coordination across multiple time zones, • Prioritizing and managing competing demands in a high‑volume environment, • Coordinating domestic and occasional international travel, • Serving as a liaison with portfolio companies and external executive assistants, • Gatekeeping and acting as a trusted point of contact for senior leadership, • Managing lunches, logistics, and day‑to‑day scheduling needs, • Ensuring accurate calendars, handling receipts, and reviewing expense reports, • Maintaining contact information and supporting internal tracking systems, • Assisting with ad hoc administrative work, slide preparation, and general tactical needs, • Partnering closely with another assistant supporting mid‑level investment staff, • Participating in weekly sector team meetings, • Engaging with the broader administrative team for events, collaboration, and development, • Optional participation in firmwide initiatives depending on interest The admin team also utilizes AI tools for notetaking, scheduling optimization, drafting communications, and generating meeting summaries. THE CANDIDATE The ideal candidate is proactive, polished, reliable, and highly organized. They should be energized by supporting senior executives in a traditional, fast-paced environment and enjoy being part of a broader administrative community. Key qualifications: • At least 8 years of Executive Assistant experience, • Background may come from financial services or other fast‑paced sectors (fashion, media, corporate, etc.), • Experience in a high-demand, rapidly shifting environment is strongly preferred, • Comfortable supporting senior leaders and navigating competing priorities, • Strong communicator able to build relationships internally and externally, • Tech‑savvy and comfortable using AI tools and Microsoft Office, • Values collaboration but also thrives independently, • Appreciates a traditional EA role with optional opportunities for broader involvement THE COMP/BENEFITS • Base salary: $115,000, • Overtime: typically $20,000–$45,000 annually, • Bonus: additional annual discretionary bonus, • Total compensation: generally $140,000–$150,000+ depending on overtime and bonus, • Schedule: Hybrid (Tuesday–Thursday in office; Monday/Friday remote), • Hours: 8:30am–5:30pm (occasionally until 6pm), with one hour of built‑in overtime, • Additional benefits:Lunch provided on in‑office days, • Six weeks per year of additional work‑from‑home flexibility, • Highly collaborative and well-supported EA environment Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together

Job Purpose: Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure. Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform. Duties & Responsibilities: • Serve as the first point of contact for customers needing technical assistance., • Must work East Coast Market hours, • Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues, • Troubleshoot hardware, Windows 10, Windows 11 and application issues, • Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones, • Install and manage Spyware/Malware tools, • Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay, • Provide first level network support and troubleshooting for both wireless and wired configurations, • A basic understanding of Active Directory at the Organization Unit level, • Troubleshoot Cisco Phone systems / Video conference Requirements & Qualifications: • Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support., • Experience with incident management/ticketing system like ServiceNow, • Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365, • Experience with System Center Configuration Manager/Endpoint Manager, • Experience with patch management and application deployment, • Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices, • Ability to thrive in a fast-paced environment and work effectively under pressure, • Experience providing ongoing support to C-suite executives, • Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred, • High school degree required; college degree strongly preferred, • Must be willing to get MS900 certification Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: .

Job Purpose: BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth. Duties & Responsibilities: • Advise on a broad range of investment banking and capital markets transactions across multiple product groups, • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs), • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas, • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision., • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups. Requirements & Qualifications: • Juris Doctor; admitted in good standing to the NY or CA bar, • Position is targeted to be in NYC or San Francisco, • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice, • Significant experience with direct client interaction with financial services clients, • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services), • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization, • Business judgment and ability to assess legal and business risks, while providing practical advice, • Ability to multi-task and work in a fast-paced environment, • Familiarity with broker-dealer regulatory matters relevant to investment banking business, • Strong drafting, negotiation and analytical skills, • Strong organizational skills and attention to detail, • Strong communication skills, both written and verbal, • Ability to manage multiple projects and work independently, • Team player, mentor, confident and proactive Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: .

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $130,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Overview Whistler Partners is working with a leading global law firm that is seeking a mid-level attorney for its dynamic structured finance practice. This role is ideal for a finance lawyer who thrives on solving the challenges associated with bespoke, complex transactions. The team advises top-tier investment banks, asset managers, private credit funds, issuers, sponsors, and institutional investors on the full spectrum of securitization and structured credit transactions. This practice offers the opportunity to work on some of the most sophisticated and innovative deals in the market, including CLOs, ABS, CMBS, RMBS, and rated note feeder structures. Why this role? You’ll be part of a sophisticated, growing platform that will provide meaningful client contact, strong deal ownership, and a chance to deepen (or build) a reputation in one of the most technical and commercially important areas of debt finance. Key Responsibilities • Lead and quarterback structured finance transactions, with an emphasis on CLOs, collateralized fund obligations, rated note feeders, and asset-backed lending facilities., • Advise arrangers, sponsors, and investors on deal structuring, formation mechanics, and documentation strategy., • Draft, review, and negotiate principal transaction documents, disclosure, and ancillary agreements., • Guide clients through regulatory and compliance considerations impacting structured products and asset-backed lending., • Manage multi-party deal processes efficiently, coordinating across internal specialists and external stakeholders., • Provide practical, real-time counsel to clients on market developments, execution risks, and evolving industry standards., • Mentor junior attorneys and contribute to building internal know-how and client-facing insights. Top Requirements • Significant structured finance experience, including deep exposure to CLOs and adjacent rated-note / securitization products., • Track record advising a range of market participants (e.g., issuers, underwriters, lenders, sponsors, investors) in complex debt or asset-backed transactions., • Strong command of deal structuring, formation, and regulatory frameworks governing structured finance and asset-backed lending., • Excellent drafting and negotiation skills with comfort running point on sophisticated transactions., • Ability to manage multiple fast-moving deals at once while maintaining top-tier precision and judgment., • J.D. from an accredited U.S. law school and active bar membership (D.C. admission a plus). About Whistler Partners Matchmakers, Not Headhunters Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter. We readily admit that we are elite and only work with the best – after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation. • Provide advice on structuring and execution of fund investments., • Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business., • Draft, review and negotiate vendor, confidentiality and other third party agreements., • Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA., • Experience with credit funds. Law firm experience., • Experience with structuring and execution of fund investments., • Interest in and ability to work collaboratively in a global organization., • Strong written and verbal communication and interpersonal skills., • Law firm experience.

Job Title: Trademarks/Patents/Domain Names Paralegal Location: New York, NY Firm Overview: Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: • Primarily responsible for trademarks filing and follow up, domain names research, managing trademarks and domain names deadlines, patents maintenance and annuities work, • Related reporting, • And other tasks, including interactions with counsel and internal clients. Qualifications: • Follow-up and strong Excel and communication skills are critical, • Successful candidate should be able to act on detailed instructions, be organized and should demonstrate good judgment and ability to maintain confidentiality, • Familiarity with USPTO trademarks filing interface as well as CPI or other patent docketing and maintenance system is a plus Reports to: Chief Technology and IP Counsel Educational Qualifications: • Successful candidates should have a Paralegal Certification, Bachelor’s degree or demonstrated relevant work experience. If you are a law school student, you should have completed at least two (2) full years of law school. Salary: $80,000- $100,000 The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Job Title: Client Relationship Manager Location: Miami, FL The Trump Group is a leading investment and real estate development firm that owns and operates businesses and development projects across the United States and in many countries around the world. Our portfolio includes some of the world's most iconic businesses and properties in the following categories: logistics, luxury hotels & resorts, talent agencies, restaurants, and residential properties. Examples of a few of our ongoing development projects and portfolio businesses include: · World Logistics Center: A state-of-the-art logistics and distribution hub located in the Inland Empire in Southern California. When completed, the World Logistics Center will be the largest master-planned logistics center in the United States, spanning over 100 million square feet and is the first major net-zero GHG project of its kind. · The Estates at Acqualina: Luxury oceanfront residences located in Sunny Isles Beach (Miami), Florida. The Estates features expansive floor plans, unparalleled amenities, and breathtaking ocean views. · Acqualina Resort and Spa which has been named (Out of the tens of thousands of hotels in America): o #1 Best Hotel in the United States (by US News & World Report 2023 and 2024.) o #1 Best Resort in the United States (by US News & World Report for the 6th consecutive year and by Tripadvisor for the 7th consecutive year.) · Elite Model Management: A global leader in talent representation, shaping the faces and voices of fashion, beauty, and culture. With an unmatched legacy and forward-thinking vision, we discover, develop, and propel the next generation of talent. The success of these businesses can be attributed to the culture and happiness of our amazing employees and executives. We are committed to creating exceptional experiences for our team members in every situation, our customers in all businesses, our tenants, and all counterparties that we deal with. This person will work directly with one of our Co-Chairman/Owners. Responsibilities: · Maintain and continuously update a comprehensive database of key business connections and industry relationships. · Leverage understanding of existing connections to help make strategic decisions. · Schedule and conduct regular review sessions with the Co-Chairman/Owner to discuss relationship status and follow-up. · Proactively manage and nurture relationships with industry leaders, partners, and key stakeholders. · Coordinate and attend high-profile events, conferences, and networking functions. · Identify strategic event and conference opportunities for leadership participation and visibility. · Plan and oversee exclusive company-hosted events, ensuring flawless execution and impactful guest experiences. · Draft and prepare briefing materials, talking points, and post-event reports for senior leadership. Requirements: · 7+ years of experience in public relations, client relationship management, or executive-level support in a high-profile business environment such as investment banks, wealth managers, private equity, venture capital and top consulting firms. · Bachelor’s degree in Public Relations, Communications, Business, or a related field. · A thirst for knowledge and learning. · Poised, polished, and possessing an excellent professional demeanor, with the ability to work comfortably with a wide range of levels and management including professionals, politicians, and senior officials. · Willingness to work as needed while maintaining a flexible schedule. · The ideal candidate should be extremely well organized and detail-oriented. · Desire to work in a fast-paced fun environment is necessary, with the ability to multi-task, shift direction easily, and prioritize while remaining flexible, proactive, resourceful, and efficient. · A high level of professionalism and confidentiality is crucial in this role, as well as a commitment to superior service. · Must have a positive disposition and a “can-do” approach. Remuneration is commensurate with skills and experience. If you have a desire to work closely with enthusiastic and innovative people in a warm and inviting culture, on great projects, in a great location, and in a happy and fun atmosphere, we encourage you to apply. Our team members are anything but boring. Come help us continue to create exceptional assets, companies, and experiences for those whose lives we touch.

Pay: $260,000.00 - $365,000.00 per year Why This Is a Great Opportunity • Join a top-tier tax practice advising major companies, investment funds, and financial institutions on sophisticated transactions., • Work on complex tax structuring for mergers and acquisitions, private equity transactions, and strategic investments., • Gain exposure to a broad range of high-level matters including cross-border deals, capital markets transactions, structured finance, and REIT taxation., • Collaborate with elite corporate, finance, and restructuring teams on market-leading transactions., • Build your career in a highly respected firm known for excellence, mentorship, and long-term professional development. Location New York, NY . This is a full-time, on-site role based in the NYC office. Note Must have 3+ years of federal transactional tax experience supporting mergers and acquisitions, private equity, or other strategic transactions. About Us We are a globally respected law firm known for helping leading companies, financial institutions, investors, and emerging businesses navigate complex legal and business challenges. Our lawyers work collaboratively across practices and offices to deliver innovative and practical solutions for clients. Confidential Employer. Job Description • Advise on tax aspects of mergers and acquisitions, private equity investments, and strategic transactions, • Structure and analyze domestic and cross-border transactions for tax efficiency, • Provide tax guidance for restructurings, joint ventures, and strategic alliances, • Support private equity and hedge fund related tax matters, • Advise on real estate and REIT taxation issues, • Provide tax advice related to capital markets transactions including structured notes, • Support structured finance, securitization, and lending transactions, • Assist with tax matters related to bankruptcy, restructurings, and workouts, • Provide tax support for project finance transactions and emerging companies, • Draft tax memoranda, transaction documents, and related tax analysis, • Manage portions of transactions independently while collaborating with partners and deal teams Qualifications • 3+ years of transactional tax experience at a law firm, • Experience supporting mergers and acquisitions and private equity transactions, • Experience in a broad federal transactional tax practice, • Familiarity with domestic and cross-border tax issues, • Experience advising on restructurings, joint ventures, and strategic alliances, • Experience with capital markets, structured finance, or securitization matters preferred, • Experience with REIT taxation or real estate related tax issues preferred, • Strong analytical, drafting, and communication skills, • Ability to manage portions of transactions independently, • Active member of the New York Bar or California Bar Why You Will Love Working Here • Elite tax practice working on complex, high-profile transactions, • Strong collaboration with corporate, finance, and restructuring teams, • Sophisticated work for major financial institutions, funds, and multinational companies, • Structured mentorship and career development programs, • Excellent benefits and family-supportive programs, • Clear path for continued professional growth JPC-740 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

Senior Leadership/High Net Worth Engagement Opportunity in Financial Services Vice President, High Net Worth Planning Services Role Type: Full time Salary: $165,000 - $180,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M+). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm's strategic vision. Responsibilities: * Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW/UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning. * Lead and develop a high-performing team of Senior Financial Planning Specialists. * Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions. * Monitor market trends and client feedback to drive service innovation and continuous improvement. * Help develop and deliver educational content to advisors on estate, tax, and financial planning topics. * Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership. * Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events. Education Requirements: Bachelor's degree from an accredited university. Basic Requirements: * 10+ years of experience in financial services * CFP designation or JD required. * Proven leadership experience managing financial planning professionals. * Extensive experience developing financial plans for HNW individuals or families. * Deep expertise in estate, gift, trust, and partnership tax strategies. * Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies). * Executive compensation planning (e.g., NQSOs, ISOs, RSUs). * Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders. * Ability to integrate market, legislative, and regulatory developments into planning strategies. * Demonstrated success in a fast-paced, results-driven environment. Preferred Requirements: * Proficiency with financial planning software (e.g., eMoney) * Experience with family office structures, private trust companies, and entity governance * CPA or LLM designation. #LI-Remote

About the Firm A rapidly growing US-based law firm specializing in private equity and M&A, with offices across four States. The platform is highly focused on financial sponsor clients, advising private equity funds and their portfolio companies across the full investment lifecycle—from acquisitions and financing through to exits. The firm combines large-cap transactional expertise with a boutique, high-touch service model and is recognized for its strong deal flow and sponsor-side focus. Core areas of expertise include: • Private equity buyouts and investments, • M&A (platform acquisitions, bolt-ons, exits), • Growth equity and structured investments, • Leveraged finance and recapitalizations About the Role Advise private equity sponsors and their portfolio companies across the full deal lifecycle on a broad range of middle-market M&A transactions, including platform investments, leveraged buyouts, bolt-on acquisitions, and sponsor-to-sponsor exits. Work closely with clients from initial evaluation and structuring through to execution and completion, supporting high-volume deal activity across multiple sectors and transaction types. Key Responsibilities • Execute end-to-end M&A transactions, including platform acquisitions, bolt-on acquisitions, leveraged buyouts, and sponsor-to-sponsor exits, • Draft and negotiate primary transaction documentation, including purchase agreements and ancillary documents, • Lead and coordinate multi-stream due diligence processes across legal, financial, and commercial workstreams, • Work closely with private equity clients, management teams, and financial advisors on deal structuring and execution, • Advise on growth equity and structured minority investments in high-growth businesses, • Support complex transactions, including carve-outs and real estate-integrated deals Transaction Experience • Middle-market private equity transactions, • Platform investments and add-on acquisitions across business services, technology, healthcare, and industrials, • Leveraged buyouts and portfolio company exits, • Strategic mergers and corporate carve-outs, • Growth equity and structured capital investments

Sichenzia Ross Ference Carmel LLP is seeking a Junior Level Corporate Associate with a minimum of 1 year of experience in the field of securities and corporate law, to join the firm’s Corporate and Securities Department, to focus primarily on working with private funds and investment managers. The role involves drafting and reviewing fund and investment documents, assisting with regulatory filings and coordinating with clients and third-party service providers. Associates gain hands-on experience across the fund lifecycle. The firm supports a hybrid working environment, and offers a comprehensive compensation and benefits package, including a potential bonus and potential % of origination on new business. Qualifications: • New York bar admission required, • Must be authorized to work in the U.S., • Knowledge of securities and corporate law, • A minimum of 1 year of experience with regulatory requirements and compliance issues, • Experience with legal issues impacting private funds and investment managers is preferred, • Self-motivated and proactive approach to managing client relationships; must be invested in our clients and deeply committed to obtaining the best possible outcome for them, • Excellent interpersonal communication skills and exemplary attention to detail, • 1+ years of substantive legal experience Primary Responsibilities: • Assist in the formation, structuring and capital raising for private investment funds, • Draft and revise fund documents, such as private placement memoranda, operating agreements, supplements, subscription agreements, investor questionnaires, side letters, closing documents and more, • Support ongoing investor relations matters, including preparing disclosure updates, • Assist with preparing and filing Form ADVs, Form Ds and other federal and state regulatory filings, • Assist with regulatory examinations, including preparing responses and document collection, • Support registered investment advisers with compliance under the Investment Advisers Act of 1940, • Assist with drafting and reviewing term sheets, purchase agreements and financing documents, • Conduct legal due diligence for investments and portfolio company transactions, • Coordinate with fund administrators, compliance consultants and other service providers, • Support senior attorneys in managing transactions and client matters

We are seeking a high-caliber Vice President or Senior Vice President to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform. As an expert on the firm’s flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC. Key Responsibilities • Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market., • Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel., • Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning., • Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions., • Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries., • Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures. The Ideal Candidate • Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred., • Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base., • Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors., • Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles., • Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.

Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for a fulltime Interim In-House Counsel in the New York City Metropolitan Area. Overview: A Large Global Financial Institution seeks a long-term temporary In-House Counsel to assist on Global Transactions. Company: Large Global Financial Institution Experience: 3-5+ years as in-house counsel and/or in private practice Location: NYC Hybrid (3 days per week in office) Responsibilities Include: • Project management of jurisdictional advice and coordination of summaries and updates to the advice from local external counsel., • Review of disclaimers across index products, • Review of index rulebooks, governance materials, risk disclosures, index descriptions, license agreements, hedging agreements, index marketing materials, insurance company materials, NDAs, • Review of business asks, analyze and provide summaries of legal and regulatory risks and concerns, • Market surveys of peer issuers and broker-dealers relating to specific asks from the businesses, • Analysis of new business proposals, including under Investment Company Act, Investment Advisors Act and other securities laws, • Drafting, reviewing and negotiations of structured product program offering documents, review of forms of offering documents, analysis of legal and internal policy and procedure implications for questions and events with respect to such products, legal research relating to agreement negotiations, • Assist in the creation and maintenance of spreadsheets to support team organization, including tracking indices., • Update and maintain standardized agreement templates and monitor associated management systems to ensure accuracy, consistency, and compliance across workflows. Qualifications Include: • J.D. degree from an accredited law school and active membership in a U.S. state bar, • Minimum 3-5 years of legal practice with a focus on Derivatives, • Strong background in financing transactions and product coverage, • Excellent analytical, negotiation, and communication skills, • Comfort operating in a fast-paced, highly collaborative environment, • Prior in-house experience at a financial institution or major law firm experience, • Familiarity with global regulatory frameworks affecting repo or derivative products, • Strategic thinking with sound judgment and attention to detail Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page: ___ All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration. Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.

VP / Director, Legal Affairs – Private Credit / Investment Firm A global private credit firm is seeking a VP or Director of Legal to join its growing legal team. This role will be the first legal hire on the team and will serve as a senior legal partner to the investment team and leadership, advising on fund formation, investment structuring, transactions, and regulatory matters across the firm’s private credit platform. All in comp will range from $300K-525K, depending on experience and seniority. This is an opportunity to join a highly entrepreneurial investment platform and play a key role in supporting strategic growth initiatives, including new funds, transactions, and corporate initiatives. There's a clear path to leadership and plenty of runway to define the role, participate in business decisions and shape the culture. Responsibilities • Lead and manage legal aspects of fundraising and fund formation, including structuring investment vehicles, supporting capital raising processes, and coordinating related diligence., • Act as lead counsel on investment structure agreements, partnering closely with internal stakeholders and external advisors., • Support the firm’s strategic growth and M&A initiatives, providing legal guidance across all phases of transactions., • Draft and negotiate a wide range of commercial and transactional agreements related to investment activity and firm operations., • Serve as a trusted legal advisor to investment professionals and leadership on matters impacting the business., • Manage and oversee external counsel relationships in connection with fund and transaction matters., • Assist with regulatory and compliance initiatives, including policies related to securities law, AML/KYC, conflicts, and governance. Qualifications • 7+ years of legal experience in private practice and/or in-house, ideally with experience working on a small team, • Significant experience with fund formation required, ideally with additional experience in private equity, private credit, or debt investment structures, • Strong transactional experience and the ability to partner effectively with investment professionals and senior leadership. Additional Attributes • Exceptional written and verbal communication skills., • Strong business judgment and analytical ability., • High level of professionalism, discretion, and integrity., • Ability to manage multiple workstreams in a fast-paced environment., • Collaborative, proactive, and solutions-oriented mindset. Note: this role is 5 days a week in-office in NYC. Remote candidates will not be considered.

(1) Remote M&A Partner (1) Remote M&A Counsel Must be East Coast-based) – Strong Deal Flow (No portable book required) A highly regarded East Coast business boutique is seeking senior Corporate/M&A attorneys (1 Partner, 1 Counsel) to join its growing team. The firm represents lower middle-market and middle-market companies, closely held PE/VC funds, and family offices on sophisticated transactions across the U.S. This platform is built differently from traditional firms. The team is comprised almost entirely of former AmLaw 50–200 attorneys, and matters are handled directly by senior lawyers rather than layered associate teams. The result is a highly collaborative, execution-focused environment working on complex deals without the bureaucracy of large firms. Why lawyers join: • Consistent institutional-quality deal flow (currently ~18 active M&A transactions), • Remote roles with East Coast client base, • 1700–1900 target hours rather than traditional BigLaw pace, • Opportunity to focus on high-level deal work without pressure to originate business, • Clients include founders, family offices, and private investment funds Open roles • Corporate/M&A Partner – lead transactions (no portable book required), • Corporate/M&A Counsel – senior deal execution role, • Part-time Technology / Data Counsel (some privacy) - approx. 20–30 hrs/month The ideal candidates are strong technical lawyers from top firms who enjoy rolling up their sleeves on deals and working closely with clients in a senior-level team environment. If interested, please reach out confidentially.

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

Who you are: You are a highly motivated self-starter looking to propel your career to the next level in a thriving and collegial professional environment. Who we are: Tarter Krinsky & Drogin LLP (TKD) is an entrepreneurial, growing, and highly supportive firm located in the heart of New York City. Our position as a mid-size firm promotes a work environment that fosters relationship building inside and outside of the office. We care about each other, our clients, the work we do, and the communities in which we live. It’s the kind of environment where every employee can develop into their best professional selves, where everyone’s contributions matter, and where each employee makes a real difference right from the start. TKD is a place to challenge, share ideas, and contribute your ideas and skills as part of an exceptional team. Each day holds an opportunity to make a real impact. What we do: Tarter Krinsky & Drogin’s full-service Commercial Leasing Group represents landlords, tenants, subtenants, and asset managers in all aspects of structuring and leasing their office, industrial, retail and mixed-use properties – whether a single building or a large portfolio – both in New York and across the country. The group, which many consider among the leading commercial leasing practices in NYC, regularly represents clients on both the tenant and landlord sides of significant leasing deals. The Real Estate Group represents institutional and private lenders, owners, developers, and asset managers in commercial real estate transactions and ongoing operations. The group advises clients in the areas of acquisition, leasing, asset management, finance, development, and investment. What the role entails: We have an exciting opportunity for an experienced leasing attorney to join our Real Estate department. The ideal candidate has 3-12 years of experience (5+ years preferred) in commercial real estate, including significant experience in office and retail leasing, financing, and sale-purchase transactions. Must have demonstrated excellence in writing, legal analysis, and negotiation skills. We seek candidates with a solid academic background, strong interpersonal skills, and the ability to work independently. You will join a growing, energetic firm that maintains a small-firm culture with large-firm professional standards. Must be admitted in New York. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. TKD is currently maintaining a hybrid schedule structured as Tuesdays, Wednesdays, and Thursdays in-office with the option to be remote Mondays and Fridays. What you’ll love about us: We care about your professional and personal growth. Training and developing our team members are at the heart of everything we do. We are committed to cultivating development opportunities for you and helping you achieve your targeted career goals. The firm values your unique characteristics. We foster an inclusive and diverse environment where multiple perspectives are appreciated, as we understand that our employees play an intricate role in the expansion and success of our firm. Compensation & benefits: The good faith base annual salary range for this position is a minimum of $130,000 to a maximum of $215,000. The actual salary rate offered to candidates within that range will depend on a variety of factors, including without limitation, years of relevant experience, applicable bar admissions, office location, and the candidate's overall qualifications for the position as assessed by the Firm. Market and Firm factors are also considered. Our generous benefits package includes medical, dental, vision insurance; 401K, disability, life insurance, and Paid Time Off (PTO). More about the Firm: TKD is a pre-eminent full-service firm focused on serving middle-market and larger business clients. We provide high-quality personalized service based on our client’s goals. The strength of the firm lies not only in its experienced attorneys and congenial atmosphere but also in our holistic approach to law – serving businesses and individuals through commercial litigation, general corporate, real estate, construction-related matters, trust and estates, employment & labor law, as well as more specialized areas, including securities, not-for-profit and education, taxation, business-related immigration matters, international law, intellectual property, and bankruptcy, among others. Our lawyers have also garnered several prestigious recognitions for their contributions to the profession and their clients. We have been selected by Crain’s NY Business as a Best Places to Work in New York City and listed on the National Law Journal’s Hot List of the top 20 mid-sized firms in the nation. Many of our lawyers are ranked in Chambers USA and included among Best Lawyers and Super Lawyers. TKD is an Equal Opportunity Employer. We embrace equal employment opportunity and inclusiveness. We prohibit discrimination based on, among other characteristics, race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, immigration or citizenship status, age, disability, genetic information (including family medical history), political affiliation, status as a veteran or active military service member, and pregnancy and lactation accommodations, in our employment practices including, but not limited to, recruiting, hiring, and promoting. TKD will not accept unsolicited resumes from search firms for this employment opportunity. All resumes submitted by search firms to any employee at TKD via mail, email, fax, the Internet, or in any other form and/or method without a valid written search agreement in place will be deemed the sole property of TKD. TKD will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

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

Position: Associate / Vice President Compliance This role absolutely requires private equity or broader alternative investment management compliance experience. The firm is a private equity firm focused on GP-led secondaries investments in North American middle market companies. The firm was founded in 2016 and today has over 20 employees and $2.4 billion in AUM (per 12/31/2024). Opportunity: The Associate / Vice President Compliance will be responsible for administering processes and procedures to ensure the firm adheres to operational excellence and regulatory compliance. Responsibilities: • Maintain agendas, minutes, approvals, action items and backup documentation for committees including the Investment Committee, Operating Committee, Portfolio & Risk Committee, HR Committee and Compliance Committee, • Manage compliance program, • Manage governance and regulatory compliance of offshore entities (Cayman and Luxembourg), including providing regular pipeline reports, coordinating approvals, investment minutes, deal documentation, allocations and cash planning, • Manage regulatory submissions (e.g. Cayman, UK, Belgium, Netherlands, Canada), • Manage certain consulting relationships who assist processes, including compliance, cyber, and legal, • Coordinate systems audits and vendor audits, • Identify and implement process improvement initiatives including the roll out of new policies, procedures, and guidelines, • Qualifications:, • Bachelor’s degree with a record of academic achievement required, • Four+ years of relevant experience in a similar role in the alternative investments industry, • Strong attention to detail and organizational skills – consistently trustworthy, • Strong communication and project management skills, • Entrepreneurial personality is a plus

Partner — Private Advisory · Select Global Markets THE FIRM Ladd & Co. is a private advisory practice serving entrepreneurs, principals, and multi-generational families across transactions, capital strategy, structuring, and the management of sensitive matters across jurisdictions. The firm advises on M&A, capital placement, co-investment, international structuring, and the resolution of complex cross-border matters. Clients include ultra-high-net-worth families, single and multi-family offices, private holding companies, and institutional investors. The firm operates across New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney. THE OPPORTUNITY We are selectively appointing Partners in key markets to originate and lead client relationships on behalf of the firm. This is a principal-level arrangement for experienced professionals with established networks among business owners, family offices, and private institutions. Partners operate under the Ladd & Co. brand with full platform support — deal infrastructure, execution capability, global coordination, and institutional-quality materials. In return, they bring relationships, commercial judgment, and the ability to identify and develop high-quality advisory engagements. This is not a salaried position. Partners participate directly and meaningfully in the economics of the engagements they originate. The economics of a single successful engagement at this level are significant — this is a principal-level arrangement, not a commission role. COMPENSATION Partners earn a substantial share of advisory fees on mandates they originate. There is no base salary or retainer. The structure is designed for individuals who have the network to generate significant mandates and prefer to be compensated based on what they produce. Specific terms are discussed directly with qualified candidates. PROFILE — Established network among business owners, family offices, institutional investors, or referral professionals (private bankers, trust and estate lawyers, accounting firm partners) — Direct experience in M&A advisory, capital placement, investment banking, private banking, or a related discipline — Credibility and presence to represent the firm at the most senior level — Based in or deeply connected to your city/region, with broader international connectivity valued — Commercially driven, self-directed, and motivated by building something within a serious, independent platform Apply at laddco.com/careers All enquiries are treated in strict confidence.

A leading real estate investment firm is seeking an experienced Fixed Income Performance Attribution Analyst with hands-on experience with Fixed Income Portfolio Analytics and building yield curves. This role is for someone who is currently embedded inside an asset manager working as a Fixed Income Performance Attribution Analyst. This firm is expanding its investment capabilities across real estate assets, structured products, and both residential and commercial real estate mortgages and lending. As part of this growth, they are implementing more robust Fixed Income Portfolio Analytics and Performance Attribution, and are looking for someone with deep experience developing, extending, and integrating applications such as FactSet attribution solutions. There is a priority for someone who can explain why the performance occurred, not just how the application works. This Candidate should have (3-7 years) Fixed Income Portfolio Attribution and Yield Curve Modeling experience and a strong understanding of the Yield Curve, Spreads, and Duration changes that can impact the performance of a large commercial and residential real estate investment portfolio. Responsibilities Include: • Calculation of investment returns and performance attribution using sophisticated attribution methodologies, • Analyze and explain drivers of performance, • Interacting with investment professionals throughout the firm., • Daily work will involve data creation, report generation, and presentation of insightful analysis to senior managers, portfolio managers, and quantitative analysts. Converting numbers to narrative., • The candidate will be expected to work on strategic projects based on portfolio performance data and work with IT to automate the analysis and reporting of performance data. Requirements: • Must be able to configure fixed income attribution models (e.g., Yield Curve, Spread, and Carry decomposition)., • Fixed Income Specialization: Experience with securitized products, CMBS (Commercial Mortgage-Backed Securities), and private debt, which are critical for real estate-focused firms., • Technical Skills: Proficiency in SQL, Python, or APIs to automate the ingestion of proprietary real estate data into fixed income attribution models., • Real Estate Domain Knowledge: Familiarity with metrics like Cap Rates, NAV, and FFO, and how these interact with debt financing in a complex investment portfolio., • The role is 100% REMOTE, • Master's or CFA preferred, • The role requires superb communication skills., • The applicant must have 3+ years of relevant experience in fixed-income and real estate investments with a hedge fund or an asset management firm., • This position requires a top university degree (advanced is preferred) in a quantitative discipline (mathematics, statistics, engineering, etc),, • Master's or CFA preferred, • The role requires quantitative abilities, statistical programming skills in Python, SQL, R., • Tableau data visualization skills are required, • The role requires experience with Brinson, FactSet, Bloomberg PORT, Aladdin, and Risk Metrics Keywords: FactSet, Performance Analyst, Attribution, Brinson, Fixed Income, Real Estate Portfolio Management, Python, Bloomberg, Investment Performance Reporting Please send resumes to Jim Geiger:

Mid- to Senior-Level Associate – Real Estate Transactions An international law firm with an established real estate practice is seeking a mid-level to senior associate to join its real estate transactions group. The team advises private equity sponsors, real estate investment managers, developers, institutional investors, and financial institutions on complex real estate investments and financings. Practice Overview The practice handles a broad range of real estate transactions across the lifecycle of an investment, including structuring investments, acquisitions, financings, development, recapitalizations, and dispositions. Attorneys regularly advise on a variety of equity and debt structures used by institutional real estate investors. The group represents both lenders and borrowers in real estate finance matters, including: • Mortgage and mezzanine financings, • Construction and development loans, • Acquisition and bridge loans, • Portfolio credit facilities, • Loan purchases, sales, and restructurings, • Intercreditor and participation arrangements, • Structuring and negotiating real estate joint venture and co-investment arrangements, • Advising on development partnerships and investment platforms, • Portfolio investments and recapitalizations, • Preferred equity and other structured equity investments Transactions span multiple asset classes, including office, multifamily, industrial, retail, hospitality, and mixed-use properties. Responsibilities • Draft and negotiate joint venture agreements, partnership agreements, and LLC operating agreements, • Represent lenders and borrowers in real estate financing transactions, • Work on acquisitions and dispositions of real estate assets and portfolios, • Assist with development transactions and recapitalizations, • Manage diligence and closing processes Qualifications • 4–7+ years of experience in real estate transactions at an AmLaw 200 law firm or sophisticated real estate finance boutique, • Experience with some combination of joint ventures, real estate finance, and acquisitions/dispositions, • Strong drafting and negotiation skills, • Ability to manage multiple transactions, • JD and bar admission (or eligibility) in NYC or the relevant jurisdiction, • U.S. work authorization This role offers the opportunity to work on complex real estate transactions with institutional investors, sponsors, and lenders across a range of asset classes. Base salary will be $260,000-$445,000, depending on seniority. Note that the firm will also consider associates sitting in Boston, D.C. or certain other offices (but not remote).

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT. Title: Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI) Location: New York / New Jersey Type: FTE About the Role We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team. Key Responsibilities • Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making., • Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes., • Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas., • Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings., • Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services., • Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives. Key Qualifications • 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts., • Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations., • Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives., • Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments., • Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities. This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice. If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive. “Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

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

Our client, a fast-growing venture capital firm, is seeking an experienced Executive Assistant / Office Manager to support two senior executives and help oversee day-to-day office operations for their New York team. The firm has a small but highly active presence in NYC with under 10 professionals and a couple of administrative staff, and operates in a fast-paced, entrepreneurial environment where organization, responsiveness, and strong judgment are essential. This role combines executive support with office management responsibilities and is ideal for someone who thrives in a high-energy environment. The position will involve managing complex calendars and travel, supporting the broader team, and ensuring the office runs smoothly day-to-day. The ideal candidate is detail-oriented, proactive, and comfortable operating in a dynamic environment where priorities can shift quickly. Personality and attitude are extremely important for this team. They are seeking someone ambitious, motivated, flexible, and calm under pressure, with strong emotional intelligence and a true team-first mindset. The firm is based in NoHo and operates fully in-office five days per week. RESPONSIBILITIES: • Provide high-level executive support to two senior executives, • Manage complex calendars, scheduling internal and external meetings, • Coordinate detailed domestic and international travel arrangements and itineraries, • Prepare and submit expense reports as needed, • Serve as Office Manager for the New York office, ensuring smooth daily operations, • Coordinate office logistics including supplies, stocking the pantry, and general office organization, • Manage incoming mail and deliveries, • Assist with planning and coordinating team events and internal gatherings, • Support the broader team with administrative needs as they arise, • Partner with the other administrative professional to ensure seamless support across the office, • Maintain organization, responsiveness, and attention to detail in a fast-paced environment, • Take on ad hoc projects and operational needs as required REQUIREMENTS: • 8–10 years of Executive Assistant experience supporting senior professionals, • Prior experience in financial services preferred (venture capital, private equity, hedge fund, or investment banking), though flexible on background, • Exceptional organizational skills and attention to detail, • Ability to remain calm and effective in high-pressure or fast-moving situations, • Strong emotional intelligence and interpersonal skills, • Proactive, ambitious, and highly motivated personality, • Flexible mindset with a willingness to help wherever needed, • Excellent written and verbal communication skills, • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) HOURS: 8:30am–6:00/6:30pm 5 days per week in office (NoHo) SALARY: $150K–$170K base (DOE) + target bonus (~25%) + 100% covered health, dental, and vision + 401K with 4% match + lunch provided daily + cell phone and computer.

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Optima Partners is looking for an Associate Consultant to support clients on regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, venture capital, real-estate, credit managers, banks and broker-dealers. Considered Candidates Will: • Support a large portfolio of clients as the primary day-to-day oversight resource, • Have familiarity for practical compliance and regulatory matters relating to SEC (e.g., Advisers Act), • CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators experience also a plus, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Demonstrate the ability to support with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 and 38a-1 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion, • Be up to date on current regulatory developments and will to remain abreast of new developments on the horizon, • Have experience with ADVs / Form PFS and other regulatory filings Requirements: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • MUST HAVE 2+ years of total compliance industry experience working at one or more: Hedge fund/ Private Equity /Venture Capital/Credit/Real-Estate/ BDC / asset / investment managers (in-house), advisory services firm or ex. regulator, • Strong interpersonal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions The role is a hybrid role. Candidates can be located in New York Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability.

• Engagement Manager (TMT), • From $200,000 + bonus, • New York | Hybrid We’re working with a boutique strategy consultancy that’s carved out a 20‑year reputation across Europe and beyond. With a growing global footprint and an entrepreneurial edge, they’re known for helping clients tackle complex strategic challenges across TMT, energy, transport, and financial services. Now expanding their influence into the US market, they’re seeking a commercially sharp strategist to help grow their telecoms practice from their newly launched New York office. The Engagement Manager will take ownership of high‑profile projects that shape strategic decisions at board level. Working in agile international teams, you’ll support and lead engagements spanning due diligence, market studies, post‑merger integrations, and value creation planning — all within a firm where content quality always comes first. The Manager will: – Structure and lead project delivery, from research design to final recommendations – Work closely with private equity, infrastructure funds, and investment banks – Analyse market dynamics across broadband, data centres and telecom towers – Translate insights into actionable, presentation‑ready strategies – Support and mentor junior consultants across global teams You Will Need: – Experience as a Manager in a strategy consulting setting – 5–8 years’ experience in strategy consulting, corporate strategy or PE/VC – Deep exposure to telecoms sector dynamics and asset models – Robust financial modelling skills including DCF, WACC and accounting principles – Strong written, visual, and verbal communication strengths – A self‑starting mindset and appetite for fast, international collaboration Why You’ll Love It: – $200,000+ base salary plus performance bonus – Medical, dental, vision cover for you and your family – 401(k) with employer match – Hybrid model with limited travel (20%) – Clear career path with merit‑based progression – Mobile phone stipend and generous time‑off policies – Work with brilliant, globally connected teams – Take the lead in a fast-scaling US operation – Gain real influence on firm direction Due to a high number of applicants, we are only able to respond to successful candidates.

Description: Job Summary: The RFP Specialist plays a pivotal role within Client Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants. The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements. Key Responsibilities: Proposal Development & Customization: Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions. Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards. Content Management & Maintenance: Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives. Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements. Proactively identify gaps in content and work with subject matter experts to develop new materials. Cross-Functional Collaboration: Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications. Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy. Project Management: Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission. Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery. Strategic Communication & Messaging: Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences. Develop compelling narratives that differentiate Department's offerings in a competitive landscape. Quality Assurance & Compliance: Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client). Enable Skills-Based Hiring No Skills Client Asset Management (Department) delivers innovative investment solutions through a global, multi- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Department is one of the pre-eminent investment management organizations globally. Critical to the success of Department is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Department is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( "RFPs”) and Due Diligence Questionnaires ( "DDQs”) from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across Department's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of Asset Management's key distribution channels globally. Job Description: • Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner, • Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience, • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups, • Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients., • Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc, • Assist with ad hoc projects including technology initiatives to automate reports and other materials., • Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team. Basic Qualifications: • Bachelor's/ Master's Degree (Preferred: Master's degree of Finance, Economics, Business or Commerce), • Strong analytical and interpersonal skills, • Strong organizational and project management skills, • Excellent communication skills both written and verbal, • Must be motivated and hard working, • Exceptional attention to detail and accuracy, • Ability to handle multiple projects, deadlines, personalities, and broad based coverage, • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products, • Ability to work in a fast-paced, team-oriented environment, • Knowledge of the investment management industry and Department is a plus, • Prior content writing experience of 2-3 years is preferable Education Bachelor's Degree

Title: Associate Location: New York, NY About the Firm Our client is a New York–based retained executive search firm specializing in financial services. The firm partners with leading investment managers, private equity firms, hedge funds, asset managers, and investment banks to recruit senior-level talent across investment, distribution, and functional leadership roles. The team operates in a highly consultative, research-driven environment with a strong reputation for quality, rigor, and long-term client relationships. The Opportunity The Associate will play a key role in executing retained search mandates from inception through completion. Working closely with Partners and Principals, the Associate will support search strategy, market mapping, candidate identification, and client deliverables. This role offers direct exposure to senior executives and decision-makers across the financial services landscape and provides a clear path toward long-term growth within executive search. Key Responsibilities • Conduct detailed market research across asset management, private equity, hedge funds, and broader financial services, • Develop target company lists and talent maps aligned with client mandates, • Identify, engage, and screen prospective candidates, • Prepare candidate write-ups, briefing materials, and search progress reports, • Support client calls and search strategy discussions, • Maintain accurate search documentation and CRM records, • Contribute to industry mapping and competitive intelligence initiatives Ideal Candidate Profile • 0–3 years of professional experience (investment banking, consulting, financial services, recruiting, research, or other analytical/client-facing roles preferred), • Strong interest in financial markets and the asset management industry, • Excellent communication and interpersonal skills, • High attention to detail and strong organizational abilities, • Ability to manage multiple projects in a fast-paced, deadline-driven environment, • Demonstrated intellectual curiosity and professional maturity What’s Offered • Direct mentorship from experienced Partners, • Exposure to senior investment and operating executives, • Structured training within retained executive search, • Clear path for advancement based on performance, • Competitive base salary and bonus

Highly regarded private investment firm located in the heart of NYC, is seeking a dedicated Assistant with 2+ years of experience out of a fast paced, financial services firm, to support a small team of extremely successful and high-profile Investment professionals. Partner and act as true extension of team. Manage intricate calendars and meeting schedules. Organize domestic and international travel, process expenses Conduct research and prepare meeting materials. Must be confident and reliable, and possess exceptional computer skills including Concur, Salesforce, Outlook and Excel. Bachelor’s degree required, out of an accredited university with a cumulative GPA of 3.0.

Administrative Assistant | Well-established NYC Investment Firm A Role That Top Assistants Don’t Leave… They Get Promoted From One of New York’s most respected investment firms is expanding its Corporate / Investment team and is seeking a sharp, highly polished Administrative Assistant who thrives in a fast-paced financial environment. This is the type of opportunity that typically attracts talent from leading private equity firms, hedge funds, and asset managers across Manhattan. The team is looking for someone who operates with the same level of precision, professionalism, and urgency as the professionals they support. If you’re currently supporting a fast-moving team at a top financial firm and are ready for a role with greater visibility, stronger mentorship, and long-term career growth, this is the kind of opportunity worth exploring. In this role, you will work closely with senior professionals across the investment and corporate teams, helping keep critical meetings, projects, and communications running seamlessly. What You’ll Be Doing • Managing complex calendars, travel logistics, and meeting coordination for senior professionals, • Coordinating internal strategy meetings, external client meetings, and presentations, • Assisting with preparation and formatting of reports, presentations, and financial documents, • Overseeing meeting logistics including conference rooms, technology setup, catering, and guest coordination, • Supporting departmental projects, team initiatives, and operational workflows, • Processing expense reports and administrative reporting, • Acting as a polished point of contact for internal teams, executives, and external partners Who They’re Looking For The strongest candidates typically come from top-tier financial institutions and bring: • 4–8 years of administrative experience within private equity, hedge funds, asset management, investment banking, or similar financial environments, • Exceptional organizational skills with strong attention to detail, • Excellent written and verbal communication skills, • Ability to manage multiple priorities in a high-performance environment, • Advanced proficiency in Microsoft Outlook, Excel, PowerPoint, and Word Work Structure Depending on the team, schedules include: • Hybrid: 3–4 days in the office, • Fully Onsite: 5 days in the office Both environments offer strong collaboration and meaningful exposure to senior professionals.

JRN: #2453 We are seeking a strong EA/Office Manager to assist our client a highly regarded, fast-paced investment firm. This role will support a small group of senior Partners while also overseeing key office management responsibilities within a New York office. This role is ideal for a polished, proactive professional who thrives in a dynamic environment and enjoys balancing high-level executive support with hands-on operational oversight. The right candidate is exceptionally organized, detail-oriented, and responsive, with strong judgment and the ability to anticipate needs. This individual will act as a trusted partner to senior leadership while ensuring a seamless and elevated office experience for the broader team. This is an excellent opportunity for a high-performing Executive Assistant who enjoys being deeply embedded in a collaborative, fast-moving environment while playing a key role in both executive support and office operations. This role will start out as a temporary employee and go permanent after the probationary period. Responsibilities: Executive Support • Manage complex, ever-changing calendars with a strong understanding of business priorities, • Coordinate internal and external meetings, ensuring all logistics are handled seamlessly, • Arrange detailed domestic and international travel, anticipating needs end-to-end, • Prepare meeting materials, maintain organized records, and handle confidential information with discretion, • Process and track expense reports in a timely manner, • Serve as a key point of contact for internal and external stakeholders, including clients and their assistants, • Assist with occasional personal tasks and external commitments as needed, • Oversee day-to-day office operations in a shared workspace environment, liaising with facilities, IT, and building services, • Manage mail, deliveries, guest coordination, and conference room scheduling to ensure a polished experience, • Support meeting logistics, including AV setup and troubleshooting as needed, • Coordinate in-office presence and logistics aligned with team needs, including investor meetings and team collaboration days, • Assist with planning internal events, team gatherings, and offsites Requirements: • 6+ years of experience supporting senior executives in fast-paced, high-performance environments, • Prior experience in finance, venture capital, private equity, or professional services strongly preferred, • Exceptional communication skills with a polished, professional demeanor, • Highly organized with strong attention to detail and follow-through, • Adaptable, calm under pressure, and able to pivot quickly as priorities evolve, • Strong proficiency in Microsoft Office and collaboration tools (e.g., Slack, Zoom, Teams), • Team-oriented with a “no task too big or too small” mindset Location: Hybrid schedule, with approximately four days per week in-office in Hudson Yards, NY Compensation: $120-130k DOE, benefits, bonus opportunity

Confidential – Office Manager / Executive Assistant (Private Investment Firm) Location: New York, NY (Midtown) Compensation: $125K–$150K base + discretionary bonus A highly regarded, boutique private investment firm is seeking an Office Manager / Executive Assistant to support a collaborative team of investment professionals while overseeing day-to-day office operations. This is a unique opportunity to join a lean, high-performing environment and play a key role in maintaining a polished, efficient, and well-run office. Responsibilities • Provide administrative support to a small group of investment professionals, including calendar management, expense reporting, and ad hoc coordination, • Oversee all aspects of office operations, including vendor management, supplies, facilities coordination, and overall office organization, • Serve as the primary point of contact for office-related needs, ensuring a seamless and professional environment, • Manage day-to-day logistics and anticipate team needs to maintain efficiency and flow, • Assist with internal events, team initiatives, and special projects as needed, • Partner with external vendors and service providers to ensure high-quality execution and cost efficiency, • Opportunity to take on additional responsibilities over time, including involvement in CRM and research-related projects Qualifications • 5+ years of experience in an Executive Assistant and/or Office Manager capacity, • Prior experience within private equity, credit, or financial services strongly preferred, • Highly polished, professional demeanor with strong interpersonal skills, • Exceptional organizational skills and attention to detail, • Ability to manage multiple priorities in a fast-paced, team-oriented environment, • Proactive, resourceful, and solutions-driven mindset, • Strong sense of ownership and pride in maintaining a well-functioning office Additional Details • Full-time, 5 days in-office, • Collaborative, team-oriented culture with strong retention, • Opportunity for long-term growth and increased responsibility

Compliance Associate (New York, NY): A leading private equity firm with more than $10B in assets under management is seeking a Compliance Associate to join its team in New York City. This is a fantastic opportunity to join growing firm with a collegial, team-oriented and welcoming culture, and grow into a senior role as the firm enters its next phase of growth and complexity. Key Points: • #2 role a well-established and entrepreneurial private equity platform with a strong growth trajectory., • Work directly with the General Counsel/CCO in executing and refining the firm’s compliance program., • Broad exposure across the private markets compliance landscape, including records management, testing, contract review, and regulatory initiatives., • High visibility and growth potential; the successful candidate will be eager to develop into a well-rounded compliance professional., • Based in the firm’s New York City office., • Collaborative, humble, and intellectually curious team culture. Responsibilities: • Support compliance program administration, including Code of Ethics monitoring and quarterly certifications., • Assist with regulatory filings and maintain compliance records., • Participate in testing, mock exams, and other internal reviews to assess controls and readiness., • Research new regulatory developments and implement resulting compliance requirements., • Review and organize contracts and related legal documentation., • Partner across investment, legal, and operations teams to uphold firm standards and execute firm compliance program., • Contribute to continuous process improvements and best-practice enhancements as the firm scales. Qualifications: • Bachelor’s degree required; legal, compliance, or paralegal background preferred., • 4-7 years of compliance or legal experience in private equity, private markets, or broader financial services., • Prior exposure to compliance frameworks, policies, or regulatory filings., • Excellent attention to detail and organizational skills., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Strong communication, written and interpersonal skills., • Cultural fit is critical: humble, collaborative, intellectually curious, and eager to grow. 48460

Associate - PE Advisory & Consulting • Location: Chicago, Dallas, Los Angeles, or New York, • Coverage: Consulting / Financial & Operational Advisory / Investment Banking Overview This position offers the opportunity to work across financial, operational, and strategic workstreams within a fast‑paced consulting environment. As an Associate, you'll partner directly with senior leaders and client teams to address complex business challenges ranging from due diligence and value creation to transformation, restructuring, and M&A-related processes. You'll manage discrete workstreams, contribute to high-impact initiatives, and help drive meaningful outcomes for clients. This role is ideal for someone who thrives in a high‑performance culture and wants to play a key role in the growth of a rapidly scaling advisory firm. Key Responsibilities • Collaborate with senior leaders and client stakeholders to tackle financial and operational challenges related to due diligence, value creation, transformation initiatives, restructuring, and M&A/capital markets processes., • Analyze financial statements and operational metrics, including P&L, balance sheet, cash flow, debt schedules, and KPIs., • Build advanced financial models such as three‑statement forecasts, 13‑week cash flows, discounted cash flows, LBOs, accretion/dilution models, and value creation frameworks., • Support specialized workstreams including-but not limited to-bankruptcy preparation, liquidity analyses, vendor reviews, KPI development, incentive plan design, workforce analytics, general ledger reviews, S&OP, organizational design, go‑to‑market strategy, and business process optimization., • Create high‑impact presentations and reporting materials (e.g., dashboards, performance updates, investor/board materials)., • Provide coaching and mentorship to junior team members., • Contribute to internal training, methodology development, and best‑practice sharing., • Support business development efforts and client relationship management., • Assist with talent acquisition, firm‑building activities, and cultural initiatives. Qualifications • Bachelor's degree from a competitive undergraduate program., • Based in or willing to relocate to Chicago, Dallas, Los Angeles, or New York., • Comfortable working in a collaborative, team-based environment with a hybrid in-office schedule (4 days/week) and travel to client sites as needed., • Minimum 2 years of experience in investment banking or private equity., • Formal training in financial modeling from a top-tier institution or firm., • Proven ability to develop and maintain financial models, KPI dashboards, and complex analytical work-or the capability to ramp quickly., • Strong communication skills and executive presence., • Demonstrated success operating within lean, fast‑moving teams., • High attention to detail, responsiveness, and an ownership mindset., • Track record of excelling in high-pressure, client-facing settings. If you'd like to learn more, please apply today and a member of our team will reach out with more information!

The Role We are looking for a Product Engineering Manager to lead a team that provides power systems engineering expertise for off-grid and grid-tied microgrids and data centers. Our projects typically include managing a variety of DER and microgrid assets, including solar, energy storage, switchgear, controls, and reciprocating engines. You will report to our Chief Technology Officer and will ideally be a hybrid role based out of either our Ridgewood, NJ, NYC, Los Angeles, or Oakland, CA offices. Key responsibilities will include: • Provide technical expertise to develop core technologies that our project teams will utilize to deliver distributed energy solutions., • Leverage electrical and power engineering knowledge to define best practices and publish internal standards and guidelines to ensure high-quality microgrid projects are engineered well for our clients., • Review project-specific electrical designs and the sequence of operations for controls, • Provide technical oversight and guidance on relay protection settings and power systems analysis, • Define long-term technical vision and product roadmaps for microgrid design and core technologies., • Work with the business development, execution, and commercial teams to ensure our microgrids are appropriately integrated into the customer site and are technically correct, practical, and cost-effective., • Utilize strong technical and communication skills to interface with all aspects of the business, vendors, and customers., • Support, build, and grow a diverse team., • Provide mentorship and leadership to team members., • Guide individuals in setting clear goals and provide regular feedback on performance to foster career growth., • Coordinate project staffing and prioritization., • Implement new tools and practices as needed to make the team more effective. The Ideal Candidate • 10+ years of power systems experience with 3+ years of experience building and leading technical teams, preferably in a high-growth company., • Thorough technical understanding of distributed energy technologies, including solar, battery, switchgear, and reciprocating engines/turbines., • Understanding of rotating power with reciprocating engines in the 200kW to 5MW size range per engine. This includes parallel operation with the utility and with other DERs, both in grid-parallel and island-mode operations., • Understanding of switchgear and relay protective settings (SEL, Beckwith), • Experience in medium voltage switchgear, including 13.8kV, 23kV, and 34.5kV, • Core competency in transformer design, short circuit analysis, grounding schemes, and power systems analysis, • Strong knowledge of the various DER power sources within the Microgrid and how they best interface with the utility to provide a more efficient system., • Demonstrated expertise and understanding of the US power markets, the interconnection process, and requirements., • Knowledge of systems controls for all the DERs and how they can be utilized to accomplish specific operating goals while part of the Microgrid., • Strong communication skills, including the ability to communicate with technical and non-technical people to make projects work., • Understanding relevant buildings, electrical, civil, etc., codes is a plus., • BS in Electrical Engineering with a focus on the power side., • PE in power and electrical engineering is preferred., • Experience at an engineering/consulting firm is a plus. This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: • Do the Right Thing, • Act Like An Owner, • Hustle, • Demand Results, • Go Together, • Evolve or Disappear We offer a competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching. About Scale Microgrids Scale is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets. To learn more about Scale Microgrids, please visit ___. About EQT EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit ___. Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Role Description: A private investment firm located in Midtown Manhattan is seeking an office manager / administrative assistant to support its team. The assistant will perform a variety of administrative functions requiring exceptional attention to detail, sound judgement and the ability to handle confidential information with discretion. The successful candidate will possess a strong initiative, commitment to delivering the highest quality work product, and the energy and flexibility to succeed in a fast-paced, deadline-driven organization. This individual will need to work well in a team environment and represent the Partners, and Firm, with the utmost professionalism. This position will entail office management, administrative functions, and some personal assistant tasks. Responsibilities: • Receptionist duties, including registering and greeting guests, booking conference rooms, and managing incoming calls and mail, • Tracking inventory and ordering office supplies, • Overseeing floor operations, including vendor management and caring to tenant issues, • Scanning and filing of receipts and documents, • Creating, organizing and maintaining physical and digital document folders, • Maintaining Excel schedules related to operations and office management, • Assist with printing and binding presentation materials, • Assist with tracking expenses and creating expense reports, • Assist with calendar management and scheduling, • Updating and creating new contacts in Outlook, • Ordering business gifts, flowers, baby gifts, personal shopping as assigned by Managing Partners Qualifications: • 2-5 years’ experience in a top-level, high-pressure, deadline-oriented executive environment, • Advanced knowledge of MS Office, • Excellent organizational skills, detail-oriented and with the proven ability to prioritize a heavy workload

Title: Senior Associate, Private Equity Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer. Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria: • Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth)., • Currently based in or able to relocate to New York area, • Sector experience across healthcare, technology, business services and/or consumer

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $130,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice. We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning. Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential. An advanced degree in tax law is highly valued. Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support. Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D. from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M. strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Private Credit practice group! This Jobot Job is hosted by: Andrea Ankarlo Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $310,000 - $390,000 per year A bit about us: We are working with a successful, well-established law firm in NYC that focuses primarily on financial and corporate practice areas! They are currently seeking an experienced Corporate Attorney in their Private Credit practice group. Location: New York, NY (Financial District area) Base Salary: $310k-$390k/year based on experience level Why join us? Excellent comprehensive benefits package including: • Full medical, dental, & vision insurance plans, • FSA/HSA options, • Health club memberships, • 401(k) that starts on day one, • 4 weeks PTO, • Paid parking, • Paid parental leave, • Flexible schedule (hybrid/remote), • Bar association dues paid by firm, and more! Job Details The Corporate Attorney should have at least three years of experience in corporate work, with substantial exposure to private credit transactions including with direct lenders, private credit funds, and other institutional investors and investment banks in corporate finance transactions, leveraged buyouts, acquisition financings and recapitalization transactions. Preferred candidates will have experience in structuring and executing traditional first lien, unitranche, stretch senior, second lien and subordinated loan transactions, structured equity investments, including non-traditional preferred stock financings, and equity co-investments. 1. How many years of experience do you have with private credit transactional law?, 2. What types of private credit transactions do you have experience with?, 3. Do you have experience with any of the following? Traditional first lien, unitranche, stretch senior, second lien and subordinated loan transactions, structured equity investments, and/or stock financings?, 4. Why are you looking for a new position at this time?, 5. What annual salary range are you targeting?, 6. Are you local to NYC? Are you looking for onsite, hybrid, or primarily remote work?, 7. Please attach 1-2 writing samples that show your work within private credit law. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice. We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning. Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential. An advanced degree in tax law is highly valued. Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support. Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D. from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M. strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Innovative Driven is seeking a Corporate Legal Assistant to join the team at a premier international law firm client based in NYC! This firm stands apart from the crowd in big law, as it sets the gold standard for excellence. This is an incredible opportunity for a dynamic professional to support the firm’s M&A attorneys and their clients dealing with some of the world’s most complex transactions! The ideal candidate will have at least five years of relevant transactional legal experience in mergers & acquisitions, private equity, investment management, and/or fund formation from a global peer law firm. This is a full-time, OT ELIGIBLE, position with a hybrid schedule of three days onsite in NYC and two days remote. RESPONSIBILITIES: • Prepare, revise and maintain transaction documents, working group lists, workstream trackers and closing checklists, • Communicate with clients, lawyers, corporate service companies and government agencies to facilitate workflow, • Develop practice area expertise, assisting with business development efforts, • Contribute to process improvement in general and practice specific training, • Facilitate the use and implementation of relevant AI programs, • Develop professional relationships with clients, • Perform diligence reviews and maintain virtual data rooms (VDR), • Ensure compliance with M&A deal procedures and client specific requirements, • Create signature pages and arrange for execution, including via DocuSign, • Form, dissolve and maintain legal entities, • Notarize documents and coordinate Apostille process with Managing Attorney’s Office, • Produce signing and closing sets and coordinate with legal team REQUIREMENTS: • Minimum of five years of related transactional experience from a global law firm or financial institution, • Excellent interpersonal skills, enabling successful and professional communication with clients, attorneys and staff, • Available to work overtime as necessary to fulfill client and legal team requests, • Proficiency with Microsoft Office applications, with emphasis on Excel, • Bachelor’s degree from an accredited school

We are currently engaged with a leading alternative investment firm seeking to add a senior tax counsel to support its rapidly expanding private credit business. This individual will serve as a key strategic hire, providing guidance on the firm's global tax strategy. The role will encompass all tax-related aspects of private credit transactions, working closely with the deal team on fund structuring matters. This is an exceptional opportunity to join a collaborative environment with significant growth potential and the ability to lead across all tax functions. Responsibilities: • Provide comprehensive tax advisory support related to private credit transactions, • Partner closely with the investment team on all matters concerning tax structuring, • Offer legal guidance on partnership taxation and the tax considerations associated with cross‑border financing structures, • JD from a top tier Law school, • 7+ years of experience at a top-tier law firm or in-house environment, • Experience with private credit transactions & investment funds, • Experience with fund structures including credit, hedge, and private equity funds, • Experience with international tax laws as they apply to investment funds and private credit. If you're interested in the Associate General Counsel, Tax role feel free to reach out with an updated copy of your resume.