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Job Title: Executive Assistant, Human Resources & Administration 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 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. 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: The Executive Assistant will provide high-level administrative and operational support to both the Chief Human Resources Officer (CHRO) and the Chief Administrative Officer (CAO). This role requires exceptional organizational judgment, discretion, and the ability to seamlessly manage competing priorities across two senior executives in a fast-paced, highly confidential environment. Key responsibilities include: • Manage complex calendars for the CHRO and CAO, including scheduling internal meetings, external engagements, board-related activities, and travel across time zones, • Coordinate all aspects of domestic and international travel, including itineraries, logistics, expenses, and last-minute changes, • Serve as a trusted gatekeeper, managing communications, prioritizing requests, and exercising sound judgment on sensitive matters, • Prepare and edit presentations, meeting materials, briefing documents, and internal communications, • Support HR and administrative leadership initiatives, including talent-related programs, culture initiatives, compliance activities, and internal events, • Partner closely with other Executive Assistants and senior stakeholders across the firm to ensure alignment and seamless execution, • Track deliverables, deadlines, and action items to support effective follow-up and execution, • Handle highly confidential information with discretion and professionalism, • Assist with ad hoc projects and special initiatives as requested by the CHRO and CAO Qualifications: • Minimum of 5 years of experience as an Executive Assistant supporting senior executives, preferably within financial services or a similarly fast-paced corporate environment, • Demonstrated experience supporting multiple senior leaders simultaneously, • Exceptional organizational, time management, and prioritization skills, • High level of professionalism, discretion, and judgment in handling sensitive and confidential information, • Strong written and verbal communication skills, • Advanced proficiency in Microsoft Office suite (Outlook, Word, Excel, PowerPoint), • Ability to anticipate needs, think proactively, and operate independently, • Flexible, adaptable, and calm under pressure with a solutions-oriented mindset Educational Qualifications: Bachelor’s Degree required Salary: $110,000-$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), 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.). 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.

We are partnering exclusively with a leading global full-service alternative asset management firm to find a high caliber Consultant Relations Associate. With over $280bn AUM and investment strategies spanning private equity, credit, real estate, and infrastructure, this is a platform with genuine scale, breadth, and brand recognition in the market. This is a rare opportunity to join a lean, entrepreneurial team within a large firm and your work will have direct and visible impact from day one. Sitting within the Investor Relations team, you will support the Global Head of Consultant Relations and the broader consultant relations coverage team across business development and client service. You'll act as a key link between investment teams and the consultant community, helping to drive engagement, maintain relationships, and ensure the firm is well-positioned across major consultant platforms. Responsibilities • Supporting senior coverage professionals with consultant relationship management, tracking engagement activity and outcomes, • Coordinating due diligence meetings, presentations, and events with institutional consultants, • Preparing high-quality marketing materials, presentations, and reports for consultant audiences, • Conducting research on consultant databases and platforms to identify distribution opportunities, • Maintaining up-to-date fund and platform data across consultant databases, • Monitoring industry trends, competitor positioning, and regulatory developments, • Collaborating cross-functionally with investment, product, and sales teams Requirements • 2–4 years of experience in investment banking, consulting, investor relations, or a related finance role, • Bachelor's degree required, • Strong quantitative skills; financial analysis or accounting experience a plus, • Excellent written, verbal, and presentation abilities; you can distil complex information clearly, • Advanced proficiency in Excel, Word, and PowerPoint; familiarity with Salesforce, Preqin, or similar platforms is a bonus, • Highly organised, detail-oriented, and able to manage multiple priorities in a fast-paced environment, • Series 7 & 63 licensed, or willingness to obtain within six months of joining

Territory Account Executive – Financial Services (SDIRA & Alternative Investments) • Candidates MUST have the required industry related experience for consideration: financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries., • Must live in close proximity to a major airport, and within a comfortable distance to travel into NYC 3 time/week on average., • This is a true hunter-style sales role requiring consistent new business development, proactive prospecting, and self-generated pipeline creation within an assigned territory. Compensation & Benefits: • Base Salary: $85,000 – $100,000. Year 1 Expected Earnings: $120,000 – $130,000. On-Target Earnings in Year 2 (OTE): $200,000+ (uncapped). Commission Plan: Provided at offer stage. Location & Travel: • Must be based near Jersey City, NJ / NYC metro area. Expected presence in New York City approximately 3 days per week for client meetings., • Territory coverage includes NY, NJ, Eastern PA, MA, CT, RI, VT, NH, ME (however, their focus is mainly NYC). Travel consists of regional driving/rail plus occasional air travel. Overview: • Our client is expanding its national sales organization and is hiring an Account Executive to drive growth across the Northeast., • This is a fully remote, territory-based role requiring consistent in-person engagement with clients and prospects., • The position focuses on building relationships with both individual investors and financial professionals within the retirement and alternative investment space. Key Responsibilities: • Generate new business through in-person meetings, referrals, and outbound prospecting., • Build and maintain a strong pipeline across B2C and B2B channels., • Educate clients on retirement structures and alternative investment solutions., • Execute a structured territory plan to achieve revenue goals., • Maintain accurate CRM tracking and pipeline reporting., • Partner with internal teams to support onboarding and client success., • Attend industry events and networking functions to expand visibility., • Develop referral and strategic partner relationships within the territory. Qualifications: • 2–5+ years of sales experience within financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries., • Direct experience in banking, wealth management, retirement accounts (e.g., IRAs/401(k) services), or investment/alternative asset sales strongly preferred; candidates outside these verticals will not be considered competitive., • Proven ability to prospect, manage pipeline, and close business., • Strong communication and relationship-building skills., • Comfortable with travel, and client-facing., • Self-directed with ability to work independently in a remote structure. Ideal Profile: • Experience working with financial advisors or investor-facing channels., • Exposure to alternative investments such as real estate or private markets is a plus., • Entrepreneurial mindset with strong drive and accountability., • Ability to balance relationship development with consistent sales execution. Why This Opportunity: • Join a growing national sales team with strong leadership support., • High visibility role with meaningful territory ownership., • Strong earning potential with uncapped commissions., • Opportunity to build a long-term book of business in a key Northeast market.

Territory Account Executive – Financial Services (SDIRA & Alternative Investments) • Candidates MUST have the required industry related experience for consideration: financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries., • Must live in close proximity to a major airport, and within a comfortable distance to travel into NYC 3 time/week on average., • This is a true hunter-style sales role requiring consistent new business development, proactive prospecting, and self-generated pipeline creation within an assigned territory. Compensation & Benefits: • Base Salary: $85,000 – $100,000. Year 1 Expected Earnings: $120,000 – $130,000. On-Target Earnings in Year 2 (OTE): $200,000+ (uncapped). Commission Plan: Provided at offer stage. Location & Travel: • Must be based near Jersey City, NJ / NYC metro area. Expected presence in New York City approximately 3 days per week for client meetings., • Territory coverage includes NY, NJ, Eastern PA, MA, CT, RI, VT, NH, ME (however, their focus is mainly NYC). Travel consists of regional driving/rail plus occasional air travel. Overview: • Our client is expanding its national sales organization and is hiring an Account Executive to drive growth across the Northeast., • This is a fully remote, territory-based role requiring consistent in-person engagement with clients and prospects., • The position focuses on building relationships with both individual investors and financial professionals within the retirement and alternative investment space. Key Responsibilities: • Generate new business through in-person meetings, referrals, and outbound prospecting., • Build and maintain a strong pipeline across B2C and B2B channels., • Educate clients on retirement structures and alternative investment solutions., • Execute a structured territory plan to achieve revenue goals., • Maintain accurate CRM tracking and pipeline reporting., • Partner with internal teams to support onboarding and client success., • Attend industry events and networking functions to expand visibility., • Develop referral and strategic partner relationships within the territory. Qualifications: • 2–5+ years of sales experience within financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries., • Direct experience in banking, wealth management, retirement accounts (e.g., IRAs/401(k) services), or investment/alternative asset sales strongly preferred; candidates outside these verticals will not be considered competitive., • Proven ability to prospect, manage pipeline, and close business., • Strong communication and relationship-building skills., • Comfortable with travel, and client-facing., • Self-directed with ability to work independently in a remote structure. Ideal Profile: • Experience working with financial advisors or investor-facing channels., • Exposure to alternative investments such as real estate or private markets is a plus., • Entrepreneurial mindset with strong drive and accountability., • Ability to balance relationship development with consistent sales execution. Why This Opportunity: • Join a growing national sales team with strong leadership support., • High visibility role with meaningful territory ownership., • Strong earning potential with uncapped commissions., • Opportunity to build a long-term book of business in a key Northeast market.

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 ___. 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: 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 DescriptionIf you're interested in Baselane but don't see the position you're looking for, submit your resume and share what you're interested in working on. We are always looking for awesome people to join our team! We offer competitive salaries, benefits, and the opportunity for you to help build a new product and culture from the ground up. About Baselane Baselane is the banking and financial management platform for individual landlords and real estate investors. We are backed by leading FinTech investors, including Activant Capital, Collaborative Fund, Conversion Capital, Diagram Ventures, ThomVest, and many FinTech leaders from PayPal, eBay, Google, and more. We are building the future of financial services for the 11 million individual landlords and real estate investors that own over 25 million homes in the United States. Our mission is to empower landlords with financial services, automated tools, and actionable insights to help them save time, increase their returns, and grow their investment portfolios. We are a seasoned team with deep experience in financial services and technology. We have previously worked at companies including The Boston Consulting Group, Morgan Stanley, Plaid, Harry's, RBC Ventures, and more. Learn more at baselane.com. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The BBVA US Legal Department provides legal support to the Corporate & Investment Banking Group (“CIB”), which includes the New York branch and Houston representative office of BBVA (a Spanish bank), and its SEC-registered broker dealer. The successful candidate will provide counsel on legal and regulatory issues, perform legal research, review documentation for financial transactions, present updates to senior management and manage corporate governance, primarily in support of CIB under the supervision of the General Counsel for CIB in the US. Primary Duties • Support real estate finance transactions, including the review and analysis of financing documentation for project-based and asset-based loans made to REITS, data center companies and financial sponsors and asset managers (e.g., credit agreements, guarantees, mortgages/deeds of trust, leases, SNDAs, insurance documents and security documents) and related regulatory compliance advice., • Support non-real-estate finance transactions, including the review and analysis of legal documentation for secured and unsecured lending transactions., • Answer legal and regulatory questions and provide day-to-day support to the BBVA Group, whether with respect to its US operations or globally, engaging colleagues in Europe, Asia and Latin America., • Represent the Legal Department in meetings across various bank functions with senior management and external stakeholders. Advise on all legal matters relevant to US CIB operations. Required Qualifications • At least 3 years of experience at a top law firm., • Prior experience negotiating real estate finance documentation., • Self-motivated with the ability to work independently, exercise good judgment with respect to escalation, and collaborate effectively in a team-oriented environment., • Excellent written and verbal communication and analytical skills., • High degree of integrity and strong work ethic. Timely follow-through on commitments., • A Juris Doctor from a top law school., • An active license to practice law in the State of New York. Desired Skills • Great sense of humor and positive perspective., • Interest in improving Legal Department operational efficiency., • General commitment to training and improving upon policies and procedures., • General knowledge of laws and regulations applicable to banks., • Legal flexibility: a willingness to jump into unfamiliar legal terrain, including derivatives and securities trading, trade finance, litigation, vendor contracting, sustainability, cybersecurity, data protection, corporate reporting, securities offerings, and AML/BSA., • Experience negotiating corporate finance documentation outside of real estate finance., • Spanish language skills are a plus. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $160,000 to $190,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Job Description Groundfloor is looking for a sharp, entrepreneurial finance generalist to work closely with our senior leadership team, reporting to the Director of Corporate Development and Strategy. This is a role for a builder — someone who loves tackling problems from first principles and is just as energized by creating something from nothing as by scaling what already exists. You'll operate with the autonomy and ownership of an early-stage team member within a growth-stage startup, developing a deep understanding of our business and serving as a force multiplier across our highest-priority initiatives in capital markets, product development, and corporate finance. In 2015, Groundfloor launched the first real estate investment platform open to everyone. Over the past decade, we've built a vertically integrated real estate lending organization with a $1.5B+ track record and a community of more than 50,000 investors. We originate, underwrite, and service the real estate loans available on our platform — all under one roof. Today, Groundfloor is at a genuine inflection point: $250M+ in loans securitized over the last two years, 30%+ year-over-year revenue growth, and a clear path to profitability. We're building a small, high-caliber team to take on the company's most complex and consequential challenges alongside senior leadership. WHAT YOU'LL OWN: This role operates on a project basis across three verticals: our investment platform, real estate lending business, and corporate function. Capital Markets (Lending Business) • Own historical performance reporting for institutional partners, maintaining data integrity and building a library of analysis frameworks used in diligence engagements., • Lead first-touch analysis on complex diligence requests from institutional financing, securitization, and investment partners., • Build transaction execution and portfolio reporting processes from the ground up for new capital markets relationships, in close partnership with Lending Business leadership. Corporate Finance • Bridge gaps between the Corporate Finance team and Groundfloor's business units, ensuring financial analysis and strategic thinking cut across operational silos., • Serve as an internal lead on the digital transformation of our lending data and FP&A tech stack, drawing on your deep familiarity with historical loan data. Product Development & Portfolio (Investment Platform) • Own counterparty and asset diligence for new investment product partnerships and originations., • Partner with Platform Business leadership to build go-to-market and asset management operations for new investment products from inception., • Develop portfolio analysis frameworks to monitor ongoing performance of real estate loans sold on our platform. YOUR EXPERIENCE + A FEW NICE TO HAVES: Required Experience • 3–5+ years in finance or fintech — banking, consulting, or lending — with a strong foundation in at least one of the following:, • Startup experience: You've worked in a high-growth or early-stage environment and know what it takes to move fast and figure things out., • "0 to 1" experience: You have a track record of building and scaling new systems and processes with a founder's mindset., • Strong analytical skills with the ability to turn data into clear, actionable insights., • Strategic orientation — you can synthesize cross-functional inputs and translate them into a coherent direction., • Bachelor's degree in a relevant field. Preferred Experience • Background in private credit or real estate lending., • Experience with capital markets transactions, including secured credit facilities or asset securitizations., • Technical fluency and comfort picking up new software systems quickly.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy. This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment. Key Responsibilities · Identify and research acquisition targets across defined geographies and verticals · Conduct high-volume outbound outreach via phone and email · Hold introductory calls with agency owners and executives · Track all outreach activity in Company CRM with complete accuracy · Manage follow-up cadence and nurture long-term opportunities · Coordinate introductory meetings between prospects and senior leadership · Support pipeline reporting and KPI tracking Qualifications · 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role · Comfortable making outbound calls daily · Strong verbal communication skills · Experience using CRM systems required · Highly organized and self-motivated · Competitive and resilient Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Job DescriptionBenefits: Max Benjamin Partners (MBP) is seeking a talented and highly motivated individual who has experience originating debt and equity for commercial real estate assets or is interested in breaking into Commercial Real Estate Finance. The Associate position originates and executes CRE Loans and equity placement as part of the MBP Capital Markets team, helping manage the firm's extensive pipeline. The candidate selected for this position would work a hybrid remote and in-person, operating out of our office in New York City. The right candidate iscapable of managing the financing process from start to finish. Responsibilities for any transaction include outreach, origination, underwriting, application processing, and closing. The individual selected for this position will be expected to work in a fast-paced environment under minimal supervision amongst a close-knit team of 20 loan originators that finance more than $800,000,000 of commercial mortgage loans each year. Experience working with title/escrow, real-estate law, and underwriting are all added benefits. The ideal candidate will be an effective problem-solver in addition to possessing analytical and interpersonal communications skills. Additionally, strong organizational skills are a must as you will likely be responsible for more than five transactions in a given month while also being expected to perform unforeseen duties and assignments as needed. Our growing sales-driven team is exposed to all aspects of the commercial real estate financing processes and develops fundamental CRE skills. Required Education: Bachelor's Degree from a four-year college or university, preferably in Business Administration, Real Estate Development, or Finance Main Responsibilities: Perform quick analyses and underwriting of commercial real estate transactions Day-to-day communication with borrowers, lenders, attorneys, title and escrow officers, and report writers on any closing items, changes, and due dates Develop and maintain detailed checklists and timelines for each transaction file Review loan applications Coordinate loan requirements with third-party vendors, attorneys, and escrow companies Obtain zoning letters and certificates of occupancy Gather and submit lender closing items and documentation Compile invoices and wiring instructions for payment by escrow Coordination of loan documents and signing Post-closing - gather loan documentation and submit closing files to servicing department and the borrower Maintain and update pipeline of loans in process in the company tracking system Qualifications: A strong basis in Microsoft Suite and Microsoft Excel 2+ years in commercial real estate capital markets, banking, or other related functions with originations experience Escrow or title experience is a plus Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk, and identify mitigating factors Ability to function as part of a flat organization, manage several projects at once, and work effectively as an individual and as part of multiple teams Excellent oral and written communication skills with the ability to express ideas in a persuasive, organized, and articulate manner Ability to follow up independently and play the role of project manager Ability to manage several projects at once Must have the ambition to learn, grow and succeed Confident, self-assured and works well under pressure Target-driven and focused on delivering results towards your long-term goals Maintain a high level of confidentiality and exercise independent judgment and analysis. Salary: Commission-based per industry standards with competitive split structure About Max Benjamin Partners: Max Benjamin Partners is a boutique commercial real estate finance firm in Beverly Hills specializing in innovative capital solutions for real estate developers and investors. Our vast network of international and domestic capital providers, our creative and comprehensive approach to the capital stack, and our willingness to go above and beyond for our clients allow us to deliver the most competitive financing options on the market. Since inception, we have successfully been involved in $5.5B of debt and equity placements over more than 3000 transactions. MBP is an associate-centric firm dedicated to empowering our originators. We offer competitive commissions structures and every hire has a clear pathway to partnership at our firm. To Apply: Please send both your Cover Letter and Resume to to complete your application. We will reach out to you via email with next steps once the full application is in receipt. Thank you in advance for your interest. We look forward to learning about your background and career goals and can't wait to welcome a new member to our team. Max Benjamin Partners is a boutique real estate investment bank based in Beverly Hills that specializes in providing innovative capital solutions to real estate developers and investors. Our vast network of international and domestic capital providers, our creative and comprehensive approach to the capital stack, and our willingness to go above and beyond for our clients allows us to deliver the most competitive financing options on the market. Since inception, we have successfully been involved in over $5.5 billion dollars of debt and equity placements and 400 transactions throughout the nation. MBP is dedicated to empowering our originators, associates, and team members creating a clear pathway to ownership.

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive comp splits, and a draw up to $200K/year As a Senior Managing Director, you will be responsible for running the New York City office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities: • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Controller Gina Group, is seeking a highly motivated and detail-oriented Controller to join our Finance and Accounting team. The ideal candidate will have a strong background in accounting and finance, with proven experience in financial management, reporting, and controls. As Controller, you will play a critical leadership role in overseeing the company’s financial operations, including budgeting, forecasting, financial reporting, compliance, and internal controls. You will work closely with senior leadership to ensure financial integrity, support strategic decision-making, and drive the overall financial performance of the organization. Responsibilities: Real Estate Syndication: • Maintain and create QuickBooks files for new real estate deals., • Manage quarterly investor distributions through TD Bank and Valley National Bank, including preparing and performing waterfall distributions., • Account for Construction-in-Process projects, including QuickBooks entries and cash flow management., • Oversee accounts payable and receivable, coordinating with staff to ensure accurate recording in trackers and ledgers., • Maintain QuickBooks for the lending company, including journal entries and reconciliations., • Update and manage ledgers tracking partner investments and balances., • Prepare and issue 1099-INT forms for external partners., • Manage cash flow for the lending fund, including oversight of the company’s line of credit with the bank., • Coordinate with staff to draft and finalize lending contracts., • Prepare monthly lending reports utilizing QuickBooks., • Coordinate with CPA to prepare and file tax returns., • Manage and train staff (both entry-level and mid-level employees)., • Bachelor’s degree in accounting and CPA., • 5+ years of accounting or controller experience, preferably in real estate, lending, or investment management., • Strong proficiency in QuickBooks and Microsoft Excel., • Experience managing cash flow, AP/AR, and banking relationships., • Knowledge of tax compliance and experience preparing financial reports., • Ability to train and manage staff and work collaboratively across teams., • Hybrid work schedule (4 days onsite; 1 day work from home) & early Fridays, • Generous PTO and paid holidays, • Comprehensive health, dental and vision coverage with FSA or HSA options, • Pet insurance and pet discounts, • Identity theft protection, • Discounted life insurance, • Short and long-term disability insurance, • Critical illness, accident, and hospital indemnity insurance, • Pre-tax commuter benefits The pay range for this position is ($100,000 – $150,000) annually based on skills and experience.

Job Description Groundfloor is seeking a Strategic Finance Lead to partner closely with senior leadership and drive high-impact initiatives across capital markets, product development, and corporate finance. Reporting to the Director of Corporate Development and Strategy, this role is ideal for an entrepreneurial generalist who thrives at the intersection of analysis and execution. You'll operate with high ownership, helping shape strategy while building the systems and processes that support a scaling fintech platform. This position is based in New York and operates on a hybrid schedule, with in-person work alongside the Director of Corporate Development and Strategy. Groundfloor is a remote-friendly, hyper-growth, wealthtech company based out of Atlanta. We value vulnerable high-quality/low-ego collaboration. If that sounds good to you, join us! THIS JOB MIGHT BE FOR YOU IF: • You enjoy switching between strategy and execution — and are equally comfortable in both., • You want high visibility and direct exposure to senior leadership decisions., • You thrive in ambiguity and like building processes from the ground up., • You're excited about working across multiple business lines (lending, platform, corporate)., • You want to have a tangible impact at a company approaching a major growth inflection. A DAY IN THE LIFE: No two days look the same, but your work will span three key areas: Capital Markets (Lending Business) • Own and maintain performance reporting for institutional partners., • Lead analysis for complex diligence requests tied to financing, securitization, and investment partnerships., • Act as a bridge between finance and business units to ensure alignment across teams., • Drive strategic financial insights that inform company-wide decisions., • Conduct diligence on new investment products, counterparties, and originations., • Partner with platform leadership to launch and operationalize new products. Required Experience • 4–6+ years in finance or fintech (banking or private credit preferred)., • Strong foundation in at least one:, • Asset-Based Lending (ABL), as a borrower or lender, • Startup or high-growth environment experience, • Strong analytical skills with the ability to translate data into actionable insights., • Strategic mindset with the ability to synthesize cross-functional inputs., • Experience in private credit or real estate lending., • Exposure to capital markets transactions (e.g., securitizations, secured credit facilities)., • Strong technical aptitude and ability to quickly learn new systems.Salary Range$120,000—$150,000 USD

Job Description About Us Malk Partners, now part of SLR Consulting, is consulting firm that advises many of the world’s most successful investors on risk management and responsible investment. Malk assists asset managers in establishing best-in-class environmental, social, and governance (ESG) programs that are deployed throughout the investment lifecycle in order to mitigate risk and create value. We partner with firms that invest across a range of industries and investment strategies, including financial services, healthcare, technology, manufacturing, and consumer products. Malk was an early entrant into this rapidly evolving industry and continues to be at the forefront of ESG innovation and defining best practices. Malk’s dedicated Multi-Strategy team was formed to better serve the world’s largest asset managers in asset classes including private equity, private credit, real estate, infrastructure, and secondaries in executing against their ESG commitments and strengthening their overall ESG programs to create value and meet investor expectations. Job Description Senior Associates on Malk’s Multi-Strategy team support clients in building and enhancing ESG programs across various asset classes, including private equity, private credit, real estate, secondaries, venture capital, and hedge funds. Malk’s Fund Advisory work focuses on developing tailored ESG management strategies to meet each client’s priorities. Previous projects have included development of an ESG program for a GP stakes firm, creation of ESG maturity models and frameworks for a multi-strategy asset owner, and the design and execution of ESG data collection strategies. In addition to Fund Advisory projects, Senior Associates support Multi-Strategy clients by performing ESG due diligence reviews for their prospective acquisitions. Responsibilities ESG Due Diligence Engagements: • Analyze companies’ exposure to ESG risks and their capacity to mitigate those risks by gaining a rapid and deep understanding of a company’s material operations and strategy, • Review large virtual data rooms and take notes on relevant documents; conduct website, news, and database reviews on target companies; draft supplementary data requests lists and call agendas to support report memo preparation, • Develop strong, specific, researched recommendations for tangible sustainability improvement and/or risk mitigation ESG Advisory Engagements: • Support team engagements and prepare drafts of ESG fund advisory projects by assessing firms’ core operations, investment strategies, and ESG risk management and value creation programs through review of confidential information and self-directed research, • Assist with client ESG reporting projects used for public, LP, and regulatory ESG disclosures by participating in portfolio data collection and validation, taking notes on client documents, drafting case studies, and presenting updates to a Firm’s ESG strategy, • Support day-to-day client interactions, including occasional asks with quick turnarounds outside of normal business hours, • Assist business development efforts, including preparation of proposal decks and market / industry research, • Synthesize learnings across projects and asset classes to develop insights on industry-wide ESG, impact, and responsible investment trends, frameworks, and regulations (e.g., UNPRI, SFDR); strategically apply key insights to inform or tailor Malk’s approach to meet client goals, • Given the diverse nature of Multi-Strategy projects, Senior Associates must be comfortable balancing and reprioritizing tasks across workstreams with shifting timelines and executing at a high level of quality without relying on a consistent or well-defined process Qualifications Skills & Attributes: • Excellent written and verbal communication, • Strong organizational and time management skills, including the ability to prioritize tasks across multiple concurrent timelines, • PowerPoint and Excel proficiency, • Critical thinking with a strong attention to detail, • Desire to work effectively with teams and generate solutions, • A desire to work in an entrepreneurial environment, • Knowledge of capital market dynamics, business acumen, and an understanding of how ESG and sustainability factors influence the investment process Experience: Strong candidates generally have 2+ years of work experience in industries such as management consulting, private equity, investment banking, or similar roles. Previous experience working in ESG/Sustainability is preferred but not required. Education: Candidates with a demonstrated track record of success in rigorous academic environments Additional details • Location: New York; Hybrid model: In-Office Tuesday, Wednesday, and Thursday, • Compensation: M2X8Va1BOk

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionAbout Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations. Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. The Opportunity: Strategic Right Hand to the CEO Kasa is seeking a Chief of Staff to the Founder & CEO: a high-impact, high-visibility role at the intersection of strategy, operations, and leadership. This position is ideal for a future CEO or senior operator who wants firsthand exposure to how a high velocity, tech-enabled hospitality company is built and run. You will be the CEO's right hand, helping drive strategic priorities, streamline operations, and drive clarity and coordination across the leadership team. You will also bring a builder's mindset: leveraging the latest AI tools and lightweight automation to solve real business problems, from scraping market data to auditing financial reports or optimizing team workflows. This role requires both analytical rigor and emotional intelligence, someone equally comfortable facilitating executive meetings as they are creating a GPT-driven dashboard or an automated reporting process. This role can be based remotely but there is a strong preference for candidates located in or willing to relocate to Kasa's HQ in New York City. The Chief of Staff will travel periodically to Kasa's properties and partner locations to experience operations firsthand, build relationships with on-site teams, and help identify opportunities for performance improvement and brand elevation. Key Responsibilities • Strategic & Operational Leadership, • Serve as a trusted thought partner to the CEO on company strategy, capital allocation, and operational priorities., • Lead and organize weekly leadership meetings, bi-weekly All Hands, quarterly offsites, and key internal forums to ensure decisions translate into action., • Synthesize business performance insights and surface data-driven recommendations for the CEO and executive team., • Partner with the CEO and Executive Team on the front lines of strategic transactions, including M&A execution, fundraising processes, and investor diligence., • Support evaluation and integration of acquisition targets, analyzing financial models, operational synergies, and team structures to inform strategic decision-making and post-close integration planning., • CEO Leverage & Communication, • Prepare and review board materials, investor updates, and internal communications., • Anticipate the CEO's needs by managing workflows, surfacing critical issues early, and ensuring priorities are executed efficiently., • Represent the CEO in meetings when needed, providing follow-up and driving outcomes to completion., • AI, Systems, & Creative Problem-Solving, • Build or prototype lightweight tools, dashboards, or scripts that improve visibility, automate workflows, and support faster decision-making., • Design systems or processes to audit recurring operational data (e.g., monthly financials, OTA rankings, property performance)., • Champion the use of AI across the executive and operations teams, using platforms like ChatGPT, Granola, Notion AI, Cursor or custom scripts to automate workflows, enhance communication, and improve team productivity., • Leadership Development & Culture, • Help shape the leadership team's rhythm and culture through thoughtful agenda design, meeting facilitation, and consistent follow-through. Throughout the week, you'll lead key internal rhythms: the executive team's weekly meeting, and organize our company-wide All Hands. You'll represent the CEO in meetings, manage executive communications, and act as a liaison between internal teams and external stakeholders. You'll also take on complex, high-impact projects. These might include: • Building board and fundraising materials, • Driving content and logistics for leadership summits or strategic offsites, • Deep diving into Kasa's technology, product, or operational metrics, • Make recommendations for key strategic decisions at business inflection points, • Earned deep trust from the CEO and leadership team as a reliable operator and thought partner., • Delivered at least 5 high-impact, cross-functional projects that materially advanced Kasa's strategic goals., • Built or implemented systems that meaningfully improved team productivity, reporting quality, or data transparency., • Elevated the operational cadence of the leadership team, driving greater clarity, accountability, and momentum., • Bachelor's degree in Business, Economics, Finance, Real Estate, or a related field. MBA preferred but not required., • 5+ years of experience in management consulting, investment banking, private equity, or a high-growth startup leadership role., • Exceptional analytical and communication skills: able to synthesize complex topics into crisp insights., • You are an effective communicator and storyteller, in both written and verbal form, able to synthesize complex topics and engage with senior executives, • Proven ability to lead without authority, manage multiple projects simultaneously, and operate in ambiguity., • Proficiency in Excel/Google Sheets, PowerPoint/Google Slides/Gamma, and business analytics tools., • Proven ability to underwrite or analyze business and investment opportunities and translate insights into action, • Demonstrated fluency with AI platforms (ChatGPT, Notion AI, Gamma, etc.) and enthusiasm for leveraging technology to enhance output and efficiency., • High emotional intelligence, executive presence, and confidence in leading meetings and facilitating discussion among senior leaders., • Highly motivated, resourceful, and able to maintain efficiency while working independently in a fast-paced environment, • You are proactive by nature and are constantly looking for ways to enhance our company's product, culture, and results-oriented mindset., • Prior experience as a Chief of Staff or operator to a C-Suite executive., • Comfort with lightweight Vibe coding to get specific projects done., • Deep interest in real estate, hospitality, or technology-enabled services. You'll sit at the nerve center of Kasa, working on everything from board decks to AI automations to leadership alignment. You'll learn how decisions get made, what drives growth, and how to build systems that scale. This role also provides a rare opportunity to participate hands-on in company-shaping events such as capital raises, M&A negotiations, and strategic partnerships, gaining exposure to both the analytical and relationship-management aspects of scaling a company. If you're eager to see how a technology-powered hospitality company operates from the inside and you're ready to help shape its future then this role is for you. Curious about the Kasa experience? Save 15% when you book on kasa.com Benefits • Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees can work from anywhere, including our Kasa's across the country!, • Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family., • The Pay: The starting base pay for this role is $155,000 - 185,000 plus performance-based incentives and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes. The exact offer would depend on your background, experience, and internal equity considerations. The base pay range is subject to change and may be modified. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits., • Generous Stock Option Plan: At Kasa, our compensation philosophy is to offer a total compensation package that over-indexes on equity to encourage our team to think like owners (by being owners) and benefit from the value growth that our collective hard work creates., • Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it's not disruptive to their work., • 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too: we offer a generous 401(k) contribution match., • Health Coverage: We've invested in comprehensive health insurance options to help when you need it most., • Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, cell-phone reimbursement, home office stipend, and more! Who We Are Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high-quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to provide stylish, professionally managed accommodations to business and leisure travelers. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations! Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities. If anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt. Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need. Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here. Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team. A Note on Recruiting & Job Scams The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Treasury Analyst/Associate for our New York City office. The primary responsibilities and qualifications include: New Account Management • Establish and maintain new bank accounts across corporate, borrower, investor, reserve, and working capital entities., • Coordinate with internal stakeholders and banking partners to complete KYC and onboarding documentation including any account control agreements such as DACAs, DAISAs, or cash management accounts. Ensure control agreements have been adequately implemented by the bank post agreement execution., • Ensure accounts have been added to Monticello's treasury management platform, Kyriba ensuring reporting and payments processing are available., • Ensure the account is setup to earn the agreed upon rate of interest and any bank fees are determined and approved by Monticello leadership, • Support the treasury component of loan closings, including account setup, wiring instructions, settlement statement review, and funding coordination., • Partner with asset management, loan operations, and legal to ensure proper documentation for controlled accounts and funding flows., • Oversee execution of post-closing cash movements related to borrower, investor, and reserve accounts., • Work with internal stakeholders and Monticello's Fund Administrators to coordinate payment setup, approval, and release across recurring and ad hoc corporate, investor, borrower and reserve entity accounts, including remittance to external stakeholders such as participants, warehouse lenders, and investors., • Ensure all accounts payable submissions are approved and remitted for payment timely, confirming vendors have been approved by firm management with any payables detailed fully completed., • Execute recommended daily sweeps, adhering to strict cut-off times for corporate and fund level activities, • Manage and maintain banking relationships with multiple financial institutions through the use and ownership of the Kyriba., • Ensure the complete and accurate population of accounts are reporting effectively and any payments challenges are quickly assessed and resolved to completion., • Assist with user administration and payment workflows., • Manage bank portal access where required, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 1–5 years of experience in treasury, corporate finance, banking, or cash management., • Familiarity with Kyriba or similar treasury workstations/ERP systems required., • Strong understanding of banking operations, KYC processes, and control agreements., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Excel, PowerPoint, and financial data tools., • Strong oral and written communication skills with the ability to collaborate across multiple internal and external stakeholders. Monticello offers a competitive base salary and bonus. The base salary range for this position is $85,000-$120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Job Description Who We Are Pursuit is a community-focused lender that provides small businesses with affordable loans and resources so that they can reach higher, transform, and grow. That transformation may start with an individual borrower, but ultimately extends into the broader community, taking shape as new employment opportunities, economic development, and positive change. What We Do For more than 70 years, we have been 100% invested in the success of our clients. Pursuit offers a suite of innovative financing products designed to expand access to capital for small businesses. Our range of loans and lines of credit range from $10,000 to $5.5 million for businesses ready to make their next big investment. We have designed our application processes and loan terms with more flexibility than traditional banks. Our signature loan programs include commercial real estate financing, general business funding, and fast business funding through a digital platform. We leverage deep, long-term relationships with banks and community partners to serve clients in New York, New Jersey, and Pennsylvania. About the Job This is a chance to shape communities and fuel small business success. Pursuit is looking for a Commercial Loan Officer in New York City who thrives on building relationships and expanding access to capital. This role is about creating opportunities - not just identifying them – and helping trusted partners and business owners connect with the resources they need to grow. You will work with a team of experienced lenders to cultivate a high-potential market, working alongside bankers, community organizations, attorneys, accountants, and other referral partners to promote Pursuit’s mission and loan programs, with a focus on SBA 504 loans. Based in or near New York City with the ability to effectively market across the assigned region. What You’ll Do Here’s what success looks like in this role: · Generate New Business Develop and maintain a strong network of referral partners, banks, credit unions, CPAs, attorneys, real estate brokers, and economic development organizations. · Originate SBA 504 Loans Package and submit high-quality loan applications that meet both client needs and credit requirements. · Promote Pursuit’s Products and Mission Present at events and meetings, educating the market on Pursuit’s unique value and inclusive approach to lending. · Collaborate Across Teams Work closely with team members, including lenders, processors, credit analysts, and closing coordinators to ensure an efficient process and an exceptional borrower experience. · Stay Visible and Accessible Spend time in the market-meeting face-to-face with partners and prospects across the region to build trust and deepen relationships. What You’ll Bring We’re looking for a confident and capable commercial lender who checks most of these boxes: · Education: Bachelor’s degree (required) · Experience: 3+ years in commercial lending or business banking · Credit Knowledge: Strong credit analysis skills; formal credit training a big plus · SBA Familiarity: Previous SBA 504 or 7(a) experience preferred · Communication: Clear, persuasive, and professional in writing and in person · Presentation Skills: Comfortable presenting to referral partners and prospects · Self-starter Mentality: You take initiative and follow through without needing direction. Additional Information · We will give consideration to and provide training for veterans interested in a career in finance/ banking provided that the applicant has completed at least two years of college with an accredited institution. · Final candidates must pass all pre-employment screenings, including background check, credit check, and drug screening. · Applicants must be authorized to work in the U.S. We do not provide sponsorships for those who require a sponsorship in order to work in the U.S. What We Offer A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees’ competitive salaries and a range of benefits including, including but not limited to: · Health Insurance, generous employer premium contribution · Fully paid Dental, Vision, and Life Insurance · Generous 401(k) match · Flexible spending account · Holiday and Paid Time Off · Paid Parental Leave · Volunteer Time Off · Referral Program · Educational assistance after two years of employment · Mentorship Program · Summer work hours How to Apply/Contact Please submit a cover letter and resume and/or completed Employment Application. How We Help We believe that when local businesses thrive, they provide good, stable jobs, recycling the money they spend back into the community to help it grow. Our loans are offered with affordable rates to ensure that our clients can continue growing and positively impacting their neighborhoods. While compelling founders’ stories are what drive us every day, we are proud to work with small businesses at scale: $4+ billion lent, $1.2 billion in the last 5 years $2 billion portfolio of small business loans 70,000+ jobs created. 10,000+ loans to small businesses 10,000+ hours of advisory and educational services Based on our compensation benchmarking survey, the estimated salary range for this position is $75,000 – $150,000 and is commensurate with education and commercial lending experience. We are an Equal Opportunity Employer and comply with all applicable federal, state and local laws regarding nondiscrimination. We provide equal opportunities to all employees and applicants for employment without regard to race, creed, color, religion, sex, gender identity or expression, sexual orientation, marital status, national origin, citizenship status, age, veteran status, disability, genetic information, pregnancy, childbirth or related medical conditions or any other status protected under applicable federal, state or local law Company DescriptionMission Empowering businesses in all communities by providing access to responsible capital and resources. Vision To create a more inclusive economy by ensuring every business owner has a path to success. Core Values Strengthen communities through collaboration. Leading with transparency and authenticity Celebrating diversity and embracing our differences Engaging on a personal levelMission\r\nEmpowering businesses in all communities by providing access to responsible capital and resources.\r\n\r\nVision\r\nTo create a more inclusive economy by ensuring every business owner has a path to success.\r\n\r\nCore Values\r\nStrengthen communities through collaboration.\r\nLeading with transparency and authenticity\r\nCelebrating diversity and embracing our differences\r\nEngaging on a personal level

Job Description Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. The Head of Data & Analytics is a high-visibility, foundational role responsible for establishing the company's single source of truth for data across all functions. Acting as the analytical backbone of the business, you will ensure every critical metric is defined, governed, and reportable from one place — giving leadership the data clarity they need to make fast, confident decisions. You will translate raw data across a modern SaaS stack into a trustworthy, scalable intelligence layer that the entire organization can rely on. This role is designed for a seasoned data leader who excels at building from scratch — someone who can architect a data platform, establish governance standards, and be a genuine strategic partner to senior leaders – not just delivering data, but shaping decisions. You will connect data to business context, identify what matters, and provide clear, prescriptive recommendations. Reporting directly to the SVP of Business Operations, you will own the data infrastructure that underpins our next phase of growth. This role is intentionally hands-on to start. You will personally build and shape the foundation of our data platform while partnering closely with leaders across the business. As we scale, you will have the opportunity to evolve into a player-coach, building and leading a small but high-impact data team. In the first 6-12 months, you will: • Establish a clear, trusted definition of core company metrics across GTM, Product, Finance, and Customer Success, • Reduce reliance on manual reporting by automating high-impact workflows, • Build a scalable data model that connects our core systems into a coherent source of truth, • Enable leadership to access and trust data without needing constant ad hoc support What you can expect as the Head of Data & Analytics: • Build the single source of truth: Audit, rationalize, and own the company's data model end to end — from raw sources through transformation to consumption. Every key metric will have one definition, one owner, and one place to find it., • Identify the highest-impact manual reporting workflows across functions and automate them: Today, much of our reporting lives across spreadsheets and manual workflows, with no single owner of data. One of your first priorities will be to bring structure, consistency, and trust to this environment, and build a self-serve analytics layer that increases data trust and reduces ad hoc requests across the company., • Own executive and board-level reporting: Build and maintain the metrics layer that leadership, the board, and ultimately investors rely on — each defined, documented, and reportable from a single governed layer., • Mature the dbt layer: Partner with engineering team to audit existing dbt models, close gaps, and establish transformation standards that will scale the platform. You won't be coding alone, but you need to be fluent enough to review, direct, and govern the work., • Establish metric governance: Define the operating model for how metrics are created, changed, and communicated — including a cross-functional process for resolving metric disputes and maintaining a company-wide data dictionary that becomes the authoritative reference., • Build a scalable, auditable data foundation: Ensure our data is structured, documented, and fully traceable from source systems to reported metrics. Establish clear data lineage, metric definitions, and governance so leadership can rely on data with confidence as reporting needs become more complex., • Act as a strategic partner to senior leadership: Show up to QBRs, pipeline reviews, and planning cycles with a clear point of view on what the data means and what the business should do next. Be the person who changes decisions — not by reporting the data, but by interpreting it and making actionable recommendations., • Cross-functional data leadership: Partner with all functions to ensure their data needs are captured, while also challenging assumptions, refining questions, and guiding teams toward the metrics and analyses that drive better decisions., • Drive insight and action, not just visibility: Go beyond building dashboards to proactively identify trends, risks, and opportunities across the business. Translate data into clear recommendations and influence leaders on what actions to take — even when it challenges existing assumptions or priorities. To thrive in this role you have: • 7-10+ years in analytics, analytics engineering, or a senior BI role with hands-on data modeling experience, including experience owning or significantly shaping a company's data model or analytics infrastructure, • Experience building and governing a BI layer (e.g., Looker, Tableau): you know what good looks like, what breaks at scale, and how to make a BI tool something people actually use., • Experience working with modern data warehouses (e.g., Snowflake, BigQuery, Redshift): Warehouse management, schema design, cost monitoring — you understand the platform and can make architectural decisions on it., • dbt fluency: You can read, write, review, and govern dbt models. You understand staging, intermediate, and mart layer design, and you have strong opinions about what belongs where and why., • Strong SQL: Window functions, CTEs, and performance optimization are comfortable ground. You write modeling SQL, not just analytical SQL., • Broad business fluency and SaaS literacy: You understand the operational levers of a SaaS P&L - ARR, NRR, churn, CAC, LTV, product velocity, product adoption, as well as financial levers, such as unit economics, financial performance ratios, financial analysis., • Track record of strategic partnership: You have been in rooms with senior leaders and said things that changed decisions — not because you were asked, but because the data told you something important. You elevate data from reporting to a strategic asset that shapes how the company operates and makes decisions., • Comfort operating without formal authority: You can direct an analytics engineer you don't manage, get a VP to prioritize data quality, and get Finance to adopt a metric definition they initially resisted., • Strong prioritization instincts: You focus on the highest-impact problems and avoid over-engineering, balancing speed with long-term scalability.Strongly preferred if you have:, • Experience building from scratch: You have built a data function, a data layer, or a centralized reporting infrastructure at a company that previously had none. You know how to sequence the work and how to manage stakeholder expectations during the build phase., • Salesforce data model familiarity: You understand how CRM objects map to business concepts and how to extract Salesforce data reliably into a warehouse environment., • Product analytics experience: You have worked with Mixpanel or a comparable tool and know how to join event-level product data with CRM and financial data to create a complete picture of customer behavior., • C-suite and investor exposure: You know what executives and investors ask for and what breaks under that scrutiny., • CS analytics background: Experience with customer health scoring, adoption reporting, proactive value engineering, or churn prediction data models, is a meaningful plus., • Background in FP&A, investment banking, or management consulting before moving into data — brings structured analytical thinking and executive communication skills. What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $190,000 and $250,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns. We employ a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Through originations and acquisitions of asset-oriented investments across a wide array of commercial and consumer asset types (including but not limited to private direct corporate and commercial real estate bridge lending), the investment team specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions. Arena’s investment team develops and designs investment structures to meet the unique needs of each opportunity. Arena is looking to expand the investment teams through the addition of a Summer Analyst. In this role, this individual will support the senior members of the team. Ideal candidates will have a demonstrated interest in finance and investing; thrive in an intense, team-oriented environment; and be highly organized, self-motivated, and resourceful. Responsibilities: • Develop financial models and perform data / investment analysis., • Research new deal opportunities., • Perform relative value analysis., • Assist in the preparation of investment memoranda., • Participate in the transaction closing process., • Assume transaction post-closing responsibilities. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. • Attending a top university, ideally in a quantitative area (e.g., finance, economics, engineering or accounting)., • 0-2 years of investment banking, leveraged finance, structuring or trading experience at a bank, broker dealer or investment firm (internship experience included)., • Excellent Microsoft Excel (VBA a plus) and writing skills., • Experience with financial modeling and transaction structuring / closing is a plus., • The highest level of personal integrity and ethical standards., • A positive attitude, strong work ethic and a desire to work collaboratively across the organization., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description New York State Homes and Community Renewal (HCR) established the Municipal Finance Fellowship program in 1990. The Fellowship offers a year-long, full-time opportunity to gain real-world experience in the public finance investment banking industry. Beginning in July of each year, HCR offers up to 5 Fellowships annually to students with interest in pursuing careers in finance and the public sector. The program strives to create a more inclusive and diverse workforce in the financial services industry. Program Description Fellows will participate in a one-year public finance rotational program, where they will spend six months with HCR and six months with a partnering investment banking firm. Current investment banking partners include Barclays, Jefferies, Morgan Stanley, and Samuel A. Ramirez & Company At HCR, Fellows will be deeply involved with single-family and multi-family bond financings, real estate finance, and mortgage insurance. At the investment banking firms, Fellows will be immersed in the public-finance investment banking arena. Fellows will receive a compensation package with benefits. Responsibilities may include: HCR • Reviewing cash flows for new money issues and refundings, • Preparing presentations to rating agencies and Board Members, • Participating in bond pricing calls, • Analyzing retail & institutional orders and allocations, • Participating in the analyst training program, • Preparing RFP responses, presentations, and pitchbooks for potential clients, • Gathering market data to analyze trends, value, and price transactions, • Attending bond pricing calls and sales meetings, • Interest in finance, familiarity with governmental institutions, and a willingness to work hard in the pursuit of an exciting and rewarding career., • The program is open to undergraduate students receiving a Bachelor’s degree in May/June of the applying year/Winter graduates of the prior year with a Bachelor’s degree., • Applicant must be a resident of New York State and a permanent resident of the United States., • The application deadline is April 29, 2026, • Cover letter – include a narrative on your ethnic, racial, cultural, familial, economic and/or other biographical factors as they have impacted your life and accomplishments, • Resume, • List three references with contact information, • Unofficial college transcript

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The Vice President will also be responsible for independently working with clients and handling complex transactions. This position will be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects. In addition, we would look to our candidate for leadership and development with our high-performing associates and analysts. This role requires close coordination with various partners across Wells Fargo including but not limited to groups such as Financial Sponsors, Fund Finance, CRE and Structured Products. Required Qualifications: Strong track record of originating and executing M&A and capital markets transactions * Ability to lead junior staff * Highly developed writing skills * High level of proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint * High level of initiative and the ability to work within a fast-paced team environment * Strong organizational skills and the ability to manage multiple projects simultaneously Job Expectations: * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 7 (or 79) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * Ability to travel up to 50% of the time Posting Locations: New York City-Pay Range: $275,000 - $275,000 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs () for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo () . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy () to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Req Number: R-509580

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