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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market. What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture. Our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform. Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins - big and small. Supported by operating principles of being strategy-led, ___-based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together! As our new Third Party Risk Analyst, you will play a critical role in protecting Anaplan by managing the risks associated with our third-party suppliers and reporting to our legal team. You will be responsible for the full lifecycle of third-party risk management, including identifying, assessing, mitigating, and monitoring risks to ensure our programs and business operations remain secure and resilient. This role requires a blend of analytical rigor, strong communication skills, and the ability to collaborate across various teams. Your Impact • Strengthen Resilience: Directly contribute to the security and resilience of Anaplan by developing and implementing a robust third-party risk management framework., • Drive Compliance: Ensure that all third-party relationships adhere to company policies and are compliant with regulatory guidelines and industry best practices., • Enable the Business: Partner with business units to support risk-aware decision-making, enabling them to work effectively with suppliers while safeguarding the company., • Conduct comprehensive risk assessments of new and existing vendors, focusing on financial health, operational resilience, corporate, human capital, anti-corruption, ESG, and regulatory compliance., • Perform thorough due diligence reviews, including the evaluation of risk questionnaires, documentation reviews, and standard supplier investigations., • Continuously monitor supplier performance, financial health, geopolitical exposure, and regulatory changes., • Develop and manage corrective action plans and control documentation for identified risks; monitor and evaluate vendor remediation efforts to ensure timely resolution., • Collaborate with business units, legal, information security, and other risk subject matter experts to address and mitigate identified risks., • Support internal, customer, and third-party audits related to supplier risk and compliance., • A Bachelor's Degree in Business, Finance, or a related field., • A minimum of two years of experience in Third-Party Risk Management, Information Security, Compliance, or a related role., • Strong analytical skills with the ability to identify and resolve complex issues., • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams. We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper - this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. Fraud Recruitment Disclaimer It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals. Anaplan does not: • Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.

We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations. This role requires fluency in English and Spanish. Responsibilities: • Support with macro and micro economic research and monitoring., • Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models., • Develop and recommend investment solutions using a broad array of asset allocation and client risk tolerance tools and resources., • Execute multi-million-dollar block trades and/or individual client account rebalances., • Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates., • Monitor and track all firm investments to ensure optimal performance and risk-management., • Assist with weekly IPC review meetings., • Drive improvements and efficiencies in data processes and management., • Prepare financial proposals and client portfolio reviews as needed., • Perform research and execute special projects on request. Qualifications: • Fluency in English and Spanish, • Strong passion and knowledge of global financial markets., • Ability to interact and communicate effectively with colleagues and clients, and willingness to perform a wide range of tasks., • Attention to detail, critical thinking, resourcefulness, multi-tasking, and working independently., • Solid analytical and modeling skills in Microsoft Excel, with intermediate knowledge of Visual Basic Application (VBA) a plus., • Excellent written and verbal communication skills., • Experience and comfort trading high net worth accounts a major plus., • Minimum three-five years in the financial field.

Job Summary: The Risk & Compliance Analyst is responsible for ensuring Educational Federal Credit Union’s adherence to operational, regulatory, and compliance requirements through coordinated risk assessments, compliance monitoring, and support of enterprise-wide risk and compliance initiatives. This role evaluates business processes, identifies emerging risks, performs compliance testing, supports regulatory examinations, provides recommendations to strengthen internal controls and ensures compliance management is tracked centrally. We encourage you to view and apply directly at edfed.org/careers Duties & Responsibilities: • Conducts regular compliance assessments and quality control reviews to test and monitor compliance with laws and regulations., • Centrally tracks compliance-related policies and procedures and provides for timely reviews., • Monitor business processes and regulatory changes to identify emerging risks.., • Uses internal and external resources to gain greater understanding of practices and processes and compliance implications. Examples of resources are meeting with department leaders, communicating with examiners, and conducting research., • Assists project managers and serve as a subject matter expert with projects relating to EdFed’s Compliance Program., • Provides support to the business units regarding development and implementation of new compliance policies, disclosures, and procedures as well as training programs., • Evaluates business units throughout the organization to understand workflows, processes, data collection, reporting needs, and other technical issues that support the compliance processes., • Assists during regulatory examinations and external audits., • Develops, implements and executes operational, functional, project and compliance risk assessments., • Identifies potential risk threats, evaluate impact, assess mitigating controls, and recommend improvements., • Maintain knowledge of applicable laws and support reporting to executives and the Board., • Assists in the reporting on the status of regulatory compliance activities to executive management and the Board of Directors, as applicable., • Performs other duties as assigned by management. Requirements: • Bachelor's degree or an equivalent combination of education and relevant experience., • 4-7 years of relevant experience in risk management, regulatory compliance or audit in the financial services industry. Skills: • America Credit Unions Certified Compliance Officer (CUCO), America Credit Unions Certified Credit Union Enterprise Risk Professional (CUERP),or Certified Regulatory Compliance Manager (CRCM) designation required or must be obtained within 12 months of employment., • Working knowledge of federal regulations for financial institutions and ability to interpret regulations., • Strong analytical and process evaluation skills., • Strong attention to detail and solid interpersonal, written and verbal skills., • Ability to meets deadlines and manage changing priorities with limited direction., • Advanced proficiency with Microsoft Office., • Maintain the confidentiality of the Credit Union and member records at all times., • Knowledge of EdFed products and services (Preferred). BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: • Paid Holiday, • Paid Birthday, • Paid Sick and Personal Days, • Paid Vacation, • Retirement/401K with matching contributions, • Medical, Dental and Vision Insurance, • Life Insurance and Long Term Disability, • Tuition reimbursement for Undergraduate and Graduate courses, • Various Incentive Programs, • Career opportunities About Us: As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

This is a banking position New Edge Associates, a premier talent partner to community banks and financial institutions, is seeking an experienced Senior Commercial Credit Analyst to support a high-performing Commercial Lending team. In this role, you’ll lead advanced credit analysis, support lending officers, and mentor junior analysts while helping drive strong portfolio performance and client relationships. You’ll prepare complex credit memos, conduct independent financial and industry analysis, and collaborate across departments to ensure sound credit decisions and operational excellence. Responsibilities • Prepare and present comprehensive credit memos for new and existing commercial clients, including financial analysis, risk rating, and loan structuring., • Partner with Portfolio and Relationship Managers on credit needs, portfolio management, and business development opportunities., • Mentor and guide Commercial Analyst Trainees and Commercial Credit Analysts; assist in workload allocation and skill development., • Independently analyze market data and third-party reports to assess industry trends and credit risk., • Provide recommendations to Loan Operations, Collateral Management, and Treasury Management teams to improve processes., • Communicate with commercial clients regarding loan requests and coordinate internally for timely responses., • Ensure adherence to internal credit policies and regulatory standards., • Participate in commercial lending meetings and long-term strategic discussions. Qualifications • Bachelor’s degree required; preferred majors include accounting, finance, business, or economics., • Minimum one year of commercial credit analysis and completion of a formal credit training program required., • Strong written and verbal communication skills; ability to tailor messaging to diverse audiences., • Proficiency in Microsoft 365, with strong Excel capabilities and ability to learn new software systems.

Job Summary: The Enterprise Fraud Analyst is responsible for identifying, investigating, and mitigating fraud risks across Educational Federal Credit Union’s entire enterprise. This role supports organization-wide fraud prevention efforts by analyzing trends, monitoring activity across multiple channels, and partnering with business units to strengthen controls, reduce losses, and protect members. The analyst plays a key role in enterprise risk management and regulatory compliance We encourage you to view and apply directly at edfed.org/careers Duties & Responsibilities: • Monitor and analyze fraud activity across all credit union products and channels, including deposits, lending, cards, ACH, wires, online and mobile banking., • Investigate suspected fraudulent activity and document cases in accordance with enterprise standards., • Identify fraud trends, root causes, and emerging risks impacting multiple business units., • Use internal and external resources to gain greater understanding of fraud analysis practices and processes and compliance implications. Examples of resources are meeting with department leaders, communicating with examiners, and conducting research., • Partner with business lines enterprise-wide to implement enterprise fraud controls., • Support enterprise fraud strategies, policies, and procedures to ensure consistent application across the organization., • Develop and maintain fraud metrics, dashboards, and reporting for leadership and risk committees.., • Recommend process improvements and system enhancements to reduce fraud exposure and member impact., • Assists with fraud-related risk assessments., • Assist with vendor management related to fraud detection tools and monitoring systems and act as administrator for those systems., • Support regulatory exams, audits, and internal reviews related to fraud risk., • Participate in enterprise incident response efforts for significant fraud events, • Performs other duties as assigned by management. Requirements: • Bachelor's degree in Business, Finance, Accounting, Criminal Justice, Risk Management, or a related field, • 2 years of relevant experience in fraud detection, investigations, or risk management within a financial institution. Preferred Qualifications: • Experience in a credit union or community banking environment., • Knowledge of NCUA regulations and fraud-related expectations., • Familiarity with enterprise fraud platforms and case management systems., • Experience with data analytics, SQL, or reporting tools. Skills: • Strong understanding of financial fraud schemes and prevention methods., • Demonstrated ability to analyze complex data and identify actionable insights., • Excellent written and verbal communication skills., • High level of integrity and discretion when handling sensitive information., • Ability to think strategically, conceptually and analytically including strong organizational skills., • Strong attention to detail ., • Ability to meets deadlines and manage changing priorities with limited direction., • Advanced proficiency with Microsoft Office., • Maintain the confidentiality of the Credit Union and member records at all times., • Advanced knowledge of EdFed products and services. BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: • Paid Holiday, • Paid Birthday, • Paid Sick and Personal Days, • Paid Vacation, • Retirement/401K with matching contributions, • Medical, Dental and Vision Insurance, • Life Insurance and Long Term Disability, • Tuition reimbursement for Undergraduate and Graduate courses, • Various Incentive Programs, • Career opportunities About Us: As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Only candidates with US Work Authorization will be considered. About the Team: The Product Management team at Bradesco is responsible for managing the life cycle of the Banking Products suite, including Checking, Savings, Money Market, Certificate of Deposit, Loans, Credit and Debit Cards for multiple segments. The team defines product strategies, parameters, evaluates new opportunities, and focuses on driving profit and market share growth. Position Overview: The Loan Products Analyst supports the end‑to‑end structuring, execution, and oversight of the bank’s lending products. This role assists with product setup, pricing, regulatory compliance, documentation, and ongoing portfolio performance analysis. It involves close collaboration with Credit, Risk, Legal, Compliance, Sales, and Operations to ensure all loan products are correctly configured, properly structured, and fully aligned with internal policies and regulatory requirements. Scope and Responsibilities • Support the end‑to‑end execution and maintenance of loan products, ensuring accurate setup, timely updates, and full operational readiness, • Assist with loan structuring activities, including system parameter setup, pricing scenarios, repayment modeling, and contract preparation, • Ensure loan products, configurations, and documentation comply with internal credit policies and applicable regulations, • Prepare and maintain product documentation, operational procedures, workflows, and compliance checklists, • Conduct market and competitor research to support product strategy, pricing adjustments, and positioning, • Assist with requirements for product enhancements or system updates and participate in user acceptance testing (UAT), • Collaborate with Credit, Risk, Legal, Compliance, Operations, and Commercial teams to support smooth implementation and training of loan products, • Gather and analyze product‑level data to evaluate performance against KPIs, identify opportunities for improvement and prepare recurring dashboards and reports, • Help prepare internal training materials and communications for new product launches or enhancements, • Perform additional responsibilities as assigned by the Banking Products Product Manager. Risk Management • Comply with Bradesco Bank Credit and Compliance/BSA policies, • Identify opportunities to improve processes, strengthen controls, and increase efficiency across product management workflows Competencies, Skills, and Qualifications • 2-3 years of experience in banking, lending, credit analysis, loan operations, or related field, • Familiarity with loan structuring concepts, including pricing, amortization methods, interest calculations, and collateral requirements, • Understanding of loan regulations, compliance expectations, and basic credit risk principles, • Fundamental knowledge of financial drivers such as revenue, expenses, and portfolio profitability, • Experience working with data, performing analysis, and supporting data-driven decisions, • Exposure to product implementation, system changes, or cross-functional project work is a plus, • Ability to manage multiple tasks and deadlines in a fast-paced environment, • Strong written and verbal communication skills, including the ability to prepare clear presentations and documentation, • Detail-oriented, analytical and results-driven with motivation for continuous improvement Required Registrations or Certifications: Bachelor's degree: professional business/finance/economics degree or qualification Language Skills: Excellent written and verbal communication in English and Portuguese; Spanish is a plus. Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. About the role: We’re looking for an Investment Product Analyst / Fund Selector to join Bradesco’s Investment Products team in Miami. You’ll drive manager research and selection across mutual funds, ETFs, and alternative strategies, support product due diligence and onboarding, and partner with Sales, Compliance, and Operations to ensure products meet client needs and regulatory standards. Bradesco is launching an international digital investment platform, and this role will play an active part in shaping the new offering for digital clients. You will contribute to product architecture, selection, and governance for this innovative platform, ensuring a seamless experience for global investors - while continuing to support the broader investment product strategy across all channels. The platform is initially designed primarily for W‑8 clients (non‑U.S. residents), making familiarity with international investment structures and cross‑border regulations essential. At the same time, knowledge of investment products for domestic U.S. clients is also key, as Bradesco continues to serve this segment. The team values versatility and holistic product expertise across both markets. What you’ll do (Key Responsibilities): • Manager & strategy research: Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price., • Fund selection & governance: Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures., • Product lifecycle: Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations)., • Portfolio analytics: Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‑ready narratives., • Risk & compliance partnership: Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements., • Stakeholder collaboration: Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates., • Market monitoring: Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy. Technical Qualifications: • Investment analysis: Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking., • Quant toolkit: Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents)., • Fund structures & operations: Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence., • Documentation & controls: Experience preparing due‑diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures., • Licensing: FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire. What makes you successful here: • Ownership & bias to action: Proactive, organized, and able to manage multiple workstreams against deadlines., • Learning agility: Curious, adaptable, and eager to improve processes and tools., • Judgment & integrity: High ethical standards; balances investment conviction with risk and compliance requirements., • Structured communicator: Clear written and verbal communication; able to distill complex analyses into concise recommendations. Comfortable presenting to committees and to Sales team; incorporates feedback and documents decisions., • Team player mindset: collaborative, and dependable—comfortable sharing credit and stepping up where needed. Thrives in cross‑functional settings and builds trust with stakeholders across Products, Sales, Compliance, Legal, Ops, and Technology. Education & Experience: • Bachelor’s degree required—Finance, Economics, Engineering, Mathematics, or a closely related field., • 3–7 years of relevant buy‑side/sell‑side experience in manager research, product analysis, or portfolio analytics., • Advanced degrees/designations (e.g., CFA, CAIA) are advantageous., • Portuguese: Preferred (frequent interaction with Brazil‑based stakeholders and documents) | English: Required. Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

The Credit Analyst is responsible for preparing accurate corporate financial spreads, analyzing financial statements, and underwriting commercial and other credit facilities. This role supports lending and credit leadership by developing detailed credit analysis reports used by lending officers and Credit Committees to evaluate and approve credit requests for domestic and international borrowers. The analyst will also conduct industry analysis and Country Risk analysis when exposure exists. The position requires a strong understanding of financial analysis, credit policy, and risk assessment. The Credit Analyst is expected to study and follow the institution’s loan policies while performing their responsibilities and will cross-train with credit and finance teams to gain exposure to additional duties and processes within the department. Principal Duties and Responsibilities: • Prepare comprehensive credit analysis reports for lending officers and Credit Committees supporting approval or denial of credit facilities for corporations and individuals., • Assign appropriate NAICS codes to borrower businesses and analyze the industries in which they operate., • Verify financial reporting requirements to ensure borrower financial information meets internal credit policy standards., • Spread financial statements and tax returns using internal financial analysis systems., • Analyze financial ratios and trends to assess the level of risk associated with new, renewed, modified, or refinanced credit requests., • Review comparative spreads and peer group ratios and develop conclusions regarding borrower performance and industry positioning., • Run and evaluate credit reference reports, including Tri-Merge credit reports, D&B reports, and other relevant sources., • Prepare Annual Credit Reviews for existing borrowers., • Conduct background and compliance checks, including OFAC screening, public records research, and online searches., • Request and review credit references from other lenders and available financial sources., • For Commercial Real Estate (CRE) transactions, confirm collateral position by researching county and state records to verify lien priority., • Prepare written credit memoranda summarizing financial analysis, risk considerations, and recommendations regarding creditworthiness., • Develop industry and market analysis for borrowers and sectors in which credit exposure exists., • Prepare Country Risk analysis where international exposure is present., • Provide preliminary assessments on whether proposed or existing loans fall within established credit policy guidelines., • Assist senior credit staff and the Chief Credit Officer with analysis, reporting, and departmental initiatives., • Assist in organizing Credit Committee meetings and prepare meeting minutes when required., • Prepare credit monitoring and portfolio reports for internal leadership and head-office reporting., • Cross-train in loan documentation review and finance department functions as assigned., • Ensure compliance with OFAC regulations, a responsibility shared by all employees., • Support additional projects or assignments as directed by the Chief Credit Officer. Minimum Requirements: • Bachelor’s degree in Accounting, Finance, Statistics, or Mathematics required., • Minimum of five (5) years of experience in financial spreading and underwriting commercial credit transactions., • Proficiency in Microsoft Office Suite and financial spreading or credit analysis systems such as CreditLens or similar platforms., • Strong analytical, research, and problem-solving skills, with the ability to interpret financial data and assess credit risk., • Excellent written and verbal communication skills with the ability to prepare clear credit memoranda and reports., • Fluency in both English and Spanish (written and spoken) required., • The role requires sustained attention to detail, financial analysis, and documentation review, including extended periods of reading, typing, and numerical analysis.

An investment portfolio manager develops and implements investment strategies to meet client financial goals by selecting, buying, and selling assets (stocks, bonds, etc.). They analyze market trends, conduct research, manage risks, and ensure regulatory compliance. They also communicate directly with clients regarding performance and strategy. Key Responsibilities and Duties • Strategy Development: Create investment strategies tailored to client goals and risk tolerance., • Asset Management: Buy and sell securities to optimize portfolio performance., • Research & Analysis: Monitor financial markets, economic data, and company news to identify opportunities., • Client Relations: Meet with clients, provide updates, and explain investment strategies., • Education: Bachelor’s degree in finance, accounting, economics, or a related field., • Certifications: CFA designation preferred., • Experience: Previous experience as a financial analyst or in investment management is typical., • Skills: Strong quantitative skills, research capabilities, decision-making abilities, and communication skills, • Bilingual (English/Spanish) highly preferred

Job Summary: The Lending Project Specialist (Lending Business Analyst) is responsible for leading and supporting enterprise-wide initiatives across Home Loans, Consumer Lending (direct, indirect, and fintech channels), and Credit Solutions. This role serves as a key liaison between lending operations, Information Technology, the Project Management Office (PMO), and external vendor partners to drive the successful development, enhancement, and launch of new lending products, platforms, and process improvements. The Lending Business Analyst will lead projects related to new product development, vendor partner onboarding, platform implementations, and operational enhancements, ensuring alignment with business objectives, regulatory requirements, and operational readiness. In addition, the role is responsible for processing, analyzing, and reporting on lending data across all supported departments, delivering actionable insights to leadership to support performance monitoring, risk management, and strategic decision-making. This position requires strong analytical skills, project leadership skills, and the ability to effectively coordinate cross-functional teams to ensure projects and reporting initiatives are delivered on time, within scope, and with measurable business impact We encourage you to view and apply directly at edfed.org/careers Duties & Responsibilities: • Lead and support cross-functional projects for the development, enhancement, and launch of lending products, platforms, and operational processes across Home Loans, Consumer Lending (direct, indirect, and fintech channels), and Credit Solutions., • Serve as the primary business liaison between lending departments, Information Technology, the Project Management Office (PMO), and third-party vendors to ensure initiatives are well-defined, coordinated, and executed effectively., • Partner with internal stakeholders to gather, document, and translate business requirements into functional specifications that support member experience, operational efficiency, compliance, and risk management., • Manage project activities related to new vendor partner onboarding, system implementations, integrations, and enhancements, including testing, user acceptance, training coordination, and post-implementation support., • Process, analyze, and maintain lending-related reports for all supported departments, ensuring data accuracy, consistency, and timely delivery to leadership and key stakeholders., • Develop and deliver actionable insights from lending data to support portfolio performance, operational efficiency, member service outcomes, and strategic decision-making., • Monitor project progress, risks, issues, and dependencies; communicate status updates and recommendations to leadership, PMO, and business partners., • Ensure lending initiatives and reporting processes align with credit union policies, regulatory requirements, internal controls, and industry best practices., • Support continuous improvement efforts by identifying process gaps, inefficiencies, and opportunities to enhance member experience and staff effectiveness., • Collaborate with lending leadership to prioritize initiatives, balance resource needs, and support strategic goals of the credit union., • Maintain strong working relationships with internal teams and external partners to promote accountability, transparency, and successful outcomes. Requirements: • Associate's degree in Finance, Information Systems, or a related field, or an equivalent combination of education and relevant experience., • 1-3 years of experience in a business analyst, lending operations, reporting, project support, or financial services role; experience in a credit union or regulated financial institution preferred. Skills: • Ability to think strategically, conceptually and analytically including strong trouble-shooting skills., • Foundational knowledge of consumer and/or mortgage lending products and processes, including exposure to direct, indirect, fintech, or collections environments., • Ability to to collaborate effectively with cross-functional teams, including lending operations, IT, PMO, and external partners, to support shared goals., • Strong analytical skills with experience processing, validating, and interpreting lending and operational data to produce accurate reports and actionable insights., • Effective written and verbal communication skills, with the ability to present findings and recommendations to leadership and business stakeholders., • Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines in a collaborative, team-oriented environment., • Ability to work independently while maintaining strong collaboration and accountability across departments., • Experience of acting in a consultancy capacity guiding team members to appropriate decisions., • Maintain the confidentiality of the Credit Union and member records at all times., • Advanced knowledge of the Credit Union products and services., • Understanding of the importance of regulatory compliance, internal controls, and data integrity within a credit union environment., • Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint; experience with loan origination systems, core systems, or reporting/BI tools is a plus., • Commitment to the credit union mission, member-focused service, and ethical standards. BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: • Paid Holiday, • Paid Birthday, • Paid Sick and Personal Days, • Paid Vacation, • Retirement/401K with matching contributions, • Medical, Dental and Vision Insurance, • Life Insurance and Long Term Disability, • Tuition reimbursement for Undergraduate and Graduate courses, • Various Incentive Programs, • Career opportunities About Us: As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

We’re unique. You should be, too. We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team. The Senior Analyst, RCM (Revenue Cycle Management) Optimization will perform extensive quantitative and qualitative analysis to support business decision making and revenue improvement. The incumbent will oversee the monitoring of performance of revenue impacting operations across the entire revenue cycle on a regular basis, ensuring maximum revenue realization, and identifying/executing actionable revenue improvement initiatives. In addition, the incumbent will be providing analytical support and working with cross-functional teams including IT, Billing, HEDIS, and BI to understand, develop, and improve the revenue cycle of the business. The incumbent is responsible for providing actionable insights on operational outcome metrics that unlock revenue opportunities and contribute to the success of ChenMed’s overall revenue performance. The Senior Analyst, RCM (Revenue Cycle Management) Optimization will perform extensive quantitative and qualitative analysis to support business decision making and revenue improvement. The incumbent will oversee the monitoring of performance of revenue impacting operations across the entire revenue cycle on a regular basis, ensuring maximum revenue realization, and identifying/executing actionable revenue improvement initiatives. In addition, the incumbent will be providing analytical support and working with cross-functional teams including IT, Billing, HEDIS, and BI to understand, develop, and improve the revenue cycle of the business. The incumbent is responsible for providing actionable insights on operational outcome metrics that unlock revenue opportunities and contribute to the success of ChenMed’s overall revenue performance. * Monitors revenue operations performance on regular basis through key performance metrics and models, explain variance from a business perspective and mitigate business risk by creating actionable tasks to mitigate revenue leakage. * Leverages large amounts of data to solve business issues, support various function teams with business intelligence using MySQL, PowerBI, or other data analysis tools. * Performs quantitative and qualitative analyses around various business subject matter, provide valuable data driven insight to facilitate business decision making. * Identifies business model improvement opportunities and actionable strategic initiatives through robust analytics, work independently and within the team to implement the initiatives. * Designs and executes processes and procedures to continuously improve data quality and integrity. Proactively identifying issues at every step and coordinates the implementation of required fixes. * Partners with business stakeholders to understand their requirements and assist in the development of dashboards, visualizations and solutions tailored to their needs. * Evaluates and implements new technologies and systems to enhance revenue cycle processes. * Works closely with RCM Optimization leadership to obtain strategic areas of focus to guide RCM team’s work. * Monitors and analyzes key performance indicators (KPIs) for assigned RCM functions, preparing regular reports for senior leadership. * Leads change management efforts for new processes, technologies, and regulatory requirements within assigned areas. * Supports the integration and alignment of revenue cycle management operational activities to drive standardization, and to streamline and increase operational efficiency. * Stays informed of industry trends, regulatory changes, and emerging technologies in healthcare revenue cycle management, recommending best practices for implementation. * Ensures compliance with all relevant healthcare regulations and standards. Keeps abreast of changes in laws and regulations affecting revenue cycle management. * Performs other duties as assigned and modified at manager’s discretion. KNOWLEDGE, SKILLS AND ABILITIES: * Ability to interpret the needs of the organization and communicate actionable insights through analytics. * Analytical, independent worker, conceptual thinker, and fast learner with attention to detail and high level of prioritization, organization, and accuracy. * Ability to build relationships with key stakeholders across the ChenMed enterprise. * SQL and PowerBI knowledge is required; additional programming languages a plus (e.g., Python, R). * Strong communication skills, with the ability to prepare, review, and consolidate data findings for senior leadership. * Ability to manage multiple projects with varying levels of complexity. * Proven ability to meet deadlines and work in a fast paced environment with changing priorities; exceptional time management and organizational skill. * Advanced Microsoft Excel & PowerPoint skills including statistical modeling, VLOOKUP and pivot tables. * Spoken and written fluency in English. * Willingness and ability to travel within the US up to 10% of the time. * This job requires the use and exercise of independent judgment. • BA/BS degree in Computer Science, Information Technology or a related field required OR additional experience above the minimum may be considered in lieu of the required education on a year-for-year basis., • Minimum 3 year’s experience utilizing and developing data visualization through tools such as PowerBI and/or SSRS required., • Prior experience in strategic or management consulting, business development, health care, insurance or advanced data analytics preferred., • Experience in health care models including Medicare Advantage Programs and provider risk models preferred. BA/BS degree in Computer Science, Information Technology or a related field required OR additional experience above the minimum may be considered in lieu of the required education on a year-for-year basis. * Minimum 3 year’s experience utilizing and developing data visualization through tools such as PowerBI and/or SSRS required. * Prior experience in strategic or management consulting, business development, health care, insurance or advanced data analytics preferred. * Experience in health care models including Medicare Advantage Programs and provider risk models preferred. PAY RANGE: $83,638 - $119,482 Salary The posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for a bonuses or commissions. EMPLOYEE BENEFITS We’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day. Current employees, if you want to apply to our internal career site, please click ___ Current Contingent Worker please see job aid ___ to apply #LI-Onsite

We’re unique. You should be, too. We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team. The Senior Health Economics Analyst is responsible for identifying and delivering data-driven insights and analytical support to executive leadership of ChenMed. Success in the role will be achieved through the ability to leverage data and analytic skills to create business intelligence—identifying risks to be mitigated or opportunities to be seized. The incumbent serves as the primary medical cost analytics consultant to our Finance, Clinical, Operations, and Specialty Care leadership and will make data-driven strategy recommendations in the Medicare Advantage and healthcare industry. This senior-level analyst position has the opportunity for impact and advancement within the Finance organization and the broader enterprise. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: • Analyzes and interpret enrollment, revenue, and claims (utilization and unit cost) data to identify and solve business problems and continuously improve data-driven strategies and processes to improve financial results., • Partners with finance and business leaders to create benchmarks to monitor medical cost trends and variances. Assists in the design and evaluation of company KPIs for potential replacement or evolution as the company grows., • Prepares and analyze medical cost and leading indicator data to develop presentations for executive management. Interpret results and articulate actionable recommendations that maximize profitability and ensure financial targets are achieved., • Tracks performance of medical cost Key Performance Indicators (KPIs) for assigned Divisions/Departments., • Leverages data analytics and modeling to test, validate and track return of investment of existing and proposed medical cost strategies and initiatives., • Works with Analytics and IT teams to validate data, enhance medical cost reports and tools, and help design new products for enterprise consumption., • Builds strong and trusting relationships with leaders to support problem resolution and ensure overall awareness of medical cost issues and challenges., • Supports finance in the annual and multi-year planning process including development of medical cost targets, key metrics, and projections., • Analyzes emerging medical cost results and forecast the impact of those results on future periods (including identification and execution of actions to improve those results)., • Prepares ad-hoc analysis for claims and KPIs of medical costs for executive leadership, • Develops a deep understanding of the economic impact of the components, drivers, and indicators of the ChenMed core model and external factors., • Performs other duties as assigned and modified at manager’s discretion., • Strong analytical, problem-solving, critical-thinking, communication, and relationship skills, • Effective organization skills with the ability to work in a very fast-paced, team-oriented environment with minimal supervision, • Ability to interpret the needs of the organization and communicate actionable insights through analytics, • Ability to develop presentations to drive action/impact, • Ability to model financial concepts of ROI, IRR, etc., • Strong financial acumen, problem-solving and analytical skills with keen attention to detail and accuracy, • Ability to analyze multiple data sources to develop deep understanding of market dynamics, identify and prioritize opportunities, and spot trends, • Extensive knowledge of healthcare/medical economics data such as hospital/physician /ASC claims, utilization data, and healthcare industry coding systems ICD-10, CPT/HCPCS, Revenue Codes, MS/APR-DRGs and APCs, • Excellent communication skills across verbal, written, and presentation applications (Microsoft Word, PowerPoint, Excel, etc), • Experience with PowerBI, Qlikview & SQL preferred, • Spoken and written fluency in English, • This job requires use and exercise of independent judgment, • Bachelor’s degree: experience may substitute for education on a year-for-year basis above the minimum experience required, • Bachelor’s degree in Finance, Data Analytics or Economics and/or MBA preferred, • Minimum of four (4) years of related experience EMPLOYEE BENEFITS We’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day. Current employees, if you want to apply to our internal career site, please click ___ Current Contingent Worker please see job aid ___ to apply #LI-Onsite

Macdonald & Company is proud to partner with a leading private real estate credit platform to appoint an Analyst / Associate to its Originations team, based in Miami. The firm is a fund manager that operates a series of discretionary private equity funds focused on real estate lending. They specialize in structuring loans for mid-market transactions in need of special situation or creative financing solutions. With over $1 billion of assets financed, they are one of the leading private lenders in the Southeast and Central U.S., offering a collegial work environment with an entrepreneurial team and flat organization structure that promotes growth and long-term retention. Position Overview This role sits within the firm’s Originations group and will play a critical part in supporting the underwriting, structuring, and execution of new loan investments. The successful candidate will be involved throughout the full deal lifecycle, from initial screening and underwriting through due diligence, documentation, and closing. This is an investment-focused position offering exposure to transaction structuring, credit analysis, and direct borrower interaction within an active and growing private credit platform. Key Responsibilities • Underwrite and close high yield real estate debt investments including pre-development land loans, bridge loans, and construction loans across all asset classes, • Interface with potential borrowers and clients to screen, negotiate and structure new opportunities, • Collect, analyze, summarize, and organize all diligence materials provided on multiple transactions simultaneously, including entity documents, 3rd party reports, financials, title, entity/property searches, and construction review, • Oversee and coordinate the due diligence of each transaction including credit underwriting, analysis of third-party reports, and oversight of transaction structuring and documentation, • Work closely with outside legal counsel to negotiate and structure term sheets, loan documents, and other applicable legal documentation Qualifications • Bachelor’s degree in Finance, Real Estate, or related discipline, • Approximately 1–2 years of relevant real estate experience, • Exposure to underwriting and structuring debt or equity investments and demonstrate strong financial modeling capabilities., • Experience within a real estate private equity firm, debt fund, commercial bank, or development platform, • Strong underwriting and financial modeling skills, • Ability to assess risk and think critically about capital structures, • Strong organizational skills and attention to detail, • A proactive, entrepreneurial mindset suited to a flat, growth-oriented team

Job Title: Asset Manager Location: Hybrid - Miami, Florida, United States Salary: $70,000-$100,000 + 30% Bonus Skills: 4+ years of real estate asset management experience, preferably with multi-family assets About the Company and Opportunity: Real estate investment and private equity firm with a primary focus on multifamily assets. This hire will manage a small but growing portfolio as the firm continues to scale. We are seeking a proactive, hands‑on Asset Manager who can take ownership of our current portfolio and play a key role in our future growth. Responsibilities: • Oversee the financial and operational performance of a portfolio of multifamily real estate assets., • Develop and execute asset-level business plans to maximize cash flow, asset value, and long-term performance., • Review and analyze monthly property reports, financial statements, rent rolls, and KPIs., • Serve as the main point of contact for property management teams, ensuring alignment and accountability., • Coordinate with insurance providers, lenders, and third-party vendors to ensure compliance and mitigate risk., • Conduct financial modeling, budgeting, and forecasting for portfolio assets., • Prepare internal and investor-facing reports on a regular basis., • Monitor capital expenditures, renovation progress, and project ROI., • Identify opportunities for operational improvements and participate in due diligence for new acquisitions. Must-Have Skills: • 4+ years of asset management experience in real estate operations, or 2–3 years as an asset analyst/associate., • Proficient in property operations, interpreting financial statements, budgeting, and performance metrics., • Direct experience coordinating with property managers, lenders, insurance companies, and external partners., • Strong analytical skills with the ability to effectively interpret data and present actionable insights., • Self-starter with high ownership, initiative, and attention to detail.

Job DescriptionCompany Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters — to you, to your community, and to the world. Progress starts with you. Job Description The Account Executive, Analyst works closely with small institutions answering inquiries and solving problems, releasing resources from country specific sales and function areas to better focus and grow the business with key clients and stakeholders. Responsible for managing, developing, and growing Visa’s business with assigned clients in covered geographies. Generating leads and executing sales initiatives. Implementing business development and portfolio management, in continuous collaboration with Sales and Functional Areas to ensure alignment with country, regional and global strategies. Essential Functions: • Directly contribute to achieving the LAC Business Goals, in alignment with corresponding countries strategies and priorities., • Lead the business and the relationship development with assigned clients. Align objectives, priorities and resources between Visa and clients., • Work closely with small institutions, providing day to day support for the execution of sales initiatives for financial institutions, Fintech's and other type of clients., • Coordinate and collaborate with multiple departments and functions to ensure an appropriate and timely response to clients’ requests and needs, proactively following up on pending matters. E.g. Sales alignment with country managers, licensing matters, marketing campaigns, credit settlement risk, products support, finance agreements and investment incentives, AML & compliance matters, etc., • Coordinate clients’ communication of sales initiatives, Visa strategic guidelines, and key products and solutions for each market., • Ensure appropriate delivery times by internal units marketing, risk, accounting, finance and compliance and be the main liaison with internal units of such to both internal and external client requests., • Obtain a clear understanding of the Markets under their responsibility, including major competitors local & international issuing, acquiring processors and merchants, to help Sales team with target sales goals., • Develop and execute customized business plans to increase sales volume and market share within financial institutions under their responsibility. Create new sales and revenue generating opportunities as appropriate. Identify and pursue new business opportunities in assigned markets, generating and develop leads., • Develop a comprehensive understanding of all Visa products and services Core Products, Risk Solutions, Loyalty, and Digital, etc. Accelerate penetration of Digital Infrastructure readiness within assigned clients. Expand existing relationships partnerships through the selling of Visa products and services. Utilize a consultative sales approach that ensures that the client's business objectives are met and that the performance metrics of their payment portfolios are maximized., • Provide sales business expertise clients perspective to other support areas, regarding client or market business., • Proactively provide continuous feedback for improving existing processes and activities that are affecting our sales force and clients., • Guarantee business continuity, by responding to client’s requests in a timely manner for the Digital Sales clients., • Actively participate in team’ activities, meetings, trainings, initiatives, etc., • Document all opportunities and Initiatives in our CRM in an appropriate, consistent and timely manner., • Compliance with internal controls. Develop a comprehensive understanding of Visa rules, policies, processes, and procedures, e.g. Collateral, Licensing, PIF, etc., • Understand the decision-making process within the clients, fostering productive relationships at all levels with the client and Visa., • Develop an understanding of the Financial Institution's business including payment strategy across all product platforms. Basic Qualifications: • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)2 years of work experience with a Bachelors Degree, • Payment industry experience preferred., • Willingness to learn and execute effectives sales strategies for new payment products and services, • Ability to develop, lead and close complex competitive sales efforts, • Proven ability to produce quality work with efficiency, professionalism and with demonstrated trouble shooting problem solving skills., • Discretion combined with poise and professionalism in all communications., • Must have excellent communications skills both verbal and written in English and Spanish., • Strong analytical skills., • Strong Business and Financial acumen., • Must be able to exercise good judgment regarding information, which may be confidential., • Ability to effectively create and deliver presentations to all client levels., • Solid ability to coordinate internal and external resources and nurture cross-functional relationships., • Ability to negotiate business agreements and enhance existing and new relationships, • The ability to operate effectively and efficiently with minimum supervision- in a challenging and fast paced environment., • Demonstrated understanding of financial indicators to measure business performance and an ability to summarize business and financial data in a useful manner for planning and decision making, • Customer service focused with ability to work collaboratively with several teams simultaneously, • Ability to prioritize work with attention to detail. Solid planning and excellent organizational skills, • Motivated and self-starter. Passion, driven and dedication., • Highest standards of ethical conduct and integrity., • Results and people oriented. Proficient in Microsoft Office Excel, and PowerPoint. This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers, reach with hands and arms, and bend or lift up to 25 pounds. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this position is 93,200.00 to 144,700.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description FIFTEEN GROUP CAPITAL ACQUISITION ANALYST Miami, Florida | Full-Time | On-Site THE OPPORTUNITY Fifteen Group Capital is seeking an Acquisition Analyst to join our investments team and play a central role in sourcing, underwriting, and executing real estate acquisitions across our target markets. This is a high-impact position for a driven, analytically rigorous professional who thrives on deal evaluation and wants to be in the room where investment decisions are made. Working alongside senior leadership, you will lead the underwriting of potential acquisitions, manage due diligence workflows, build and maintain broker relationships, and contribute to the firm’s growth strategy. You will also support select asset management functions—monitoring portfolio performance, tracking business plan execution, and collaborating with property management teams to maximize value across our existing portfolio. Based at our Miami headquarters, you will evaluate opportunities across Florida, California, and Texas, with regular travel for property tours, due diligence site visits, and market research. ABOUT FIFTEEN GROUP CAPITAL Fifteen Group Capital is a real estate-focused private investment firm specializing in opportunity-driven, value-added acquisitions and development projects since 1992. We invest selectively across all major real estate asset classes, in real estate-secured debt, and in corporate private equity transactions. Our entrepreneurial philosophy and expertise in identifying potential where others see none have driven over three decades of investment success. We are based in Miami and maintain an office in Los Angeles. WHAT YOU’LL DO Acquisition Underwriting & Deal Execution • Underwrite potential acquisitions with detailed rent roll analysis, operating expense review, capital needs assessment, and revenue projections across multifamily, commercial, and mixed-use assets., • Build and maintain complex financial models incorporating DCF analysis, sensitivity testing, and scenario modeling to evaluate risk-adjusted returns., • Calculate and present key investment metrics—IRR, equity multiple, cap rates, cash-on-cash returns, and debt yield—to support investment committee decisions., • Model debt structures, joint venture waterfalls, and partnership distribution schedules for prospective transactions., • Source and screen investment opportunities—both inbound and off-market—against the firm’s criteria and strategic objectives., • Develop and maintain broker and intermediary relationships to build a robust, deal-ready pipeline., • Prepare investment screening memos and go/no-go recommendations for leadership review., • Maintain comprehensive pipeline tracking with status updates, competitive intelligence, and market transaction activity., • Manage due diligence processes end-to-end, including review of financials, rent rolls, leases, service contracts, and operating data., • Coordinate with third-party consultants on property condition assessments, environmental reports, and appraisals., • Prepare comprehensive due diligence summaries identifying key risks, opportunities, and negotiation points., • Support transaction execution alongside legal counsel, lenders, title companies, and other third-party partners., • Conduct detailed market research and competitive analyses for target markets, submarkets, and individual assets using CoStar, RealPage, and other industry platforms., • Analyze demographic trends, supply/demand dynamics, employment data, and economic indicators impacting real estate fundamentals., • Prepare investment committee memoranda, deal summaries, and recommendation packages for internal review., • Create compelling investment presentations for senior leadership, partners, and investor communications., • Monitor financial performance of portfolio assets against approved business plans and budgets., • Prepare variance analyses comparing actual operating results to underwriting assumptions., • Support quarterly and annual portfolio reporting, investor communications, and lender reporting., • Track loan maturities, covenant compliance, and refinancing timelines across the portfolio., • Collaborate with property management teams to identify value enhancement opportunities and operational improvements. WHAT WE’RE LOOKING FOR Education • Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field required., • 2–4 years of experience in real estate acquisitions, investments, or financial analysis., • Demonstrated experience building complex real estate financial models., • Background in multifamily, commercial real estate, or private equity preferred., • Direct exposure to acquisition underwriting and due diligence processes strongly preferred., • Expert-level proficiency in Microsoft Excel for financial modeling and analysis., • Experience with Argus Enterprise or similar real estate analysis software preferred., • Proficiency with CoStar, RealPage, and other real estate data platforms., • Strong PowerPoint skills for creating professional investment presentations., • Sharp analytical mind with excellent attention to detail and a passion for real estate investing., • Strong written and verbal communication skills—you can distill complex analyses into clear, actionable recommendations., • Self-motivated with intellectual curiosity, a strong work ethic, and an entrepreneurial mindset., • Ability to manage multiple priorities and thrive in a fast-paced, deal-driven environment., • Professional presence with the ability to interact confidently with senior leadership, brokers, lenders, and external partners., • Progress toward CFA, CAIA, or real estate certification a plus. WHY FIFTEEN GROUP This is more than a job—it’s your platform for impact. • Be in the deal flow: Get direct exposure to every stage of the acquisition process, from initial screening to closing., • Learn from the best: Work alongside seasoned investment professionals with 30+ years navigating real estate cycles., • Shape strategy: Your analysis will directly inform the investment decisions that drive our growth., • Accelerate your career: Grow in an environment that rewards initiative, sharp thinking, and results., • Competitive compensation: A compensation package that reflects the impact you bring., • Comprehensive benefits: Full benefits package plus ongoing professional development opportunities. TRAVEL Occasional to moderate travel required for property tours, due diligence site visits, broker meetings, and market research trips (estimated 15–25% of time). Fifteen Group Capital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Job DescriptionBusiness AnalystEmployment Type: Full-Time, ExperiencedDepartment: Information Technology CGS is looking for business analysts to work with a large federal agency! As a Business Analyst in Business operations and Content Strategy for CGS, you will partner with internal business owners and external partners to understand new business opportunities and define functional requirements. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Support the development of briefings, agendas, and other general documentation support as directed, including training material and demonstration sessions for new and existing technologies to various stakeholders.- Document and analyze business and functional requirements so that they may be accurately translated into process maps and technical system requirements- Develop comprehensive documentation that meets organizational standards, to include but not limited to basic system architectural diagrams/wireframes, concepts of operations, monthly status reports- Create high-level briefings and communications materials for customers, management, and executive stakeholders- Work with the government and team members to identify, recommend, and implement opportunities for service delivery improvement and new technology implementation- Evaluate program materials and develop innovative approaches for improvement- Independently gather information from subject matter experts to develop, organize, and write procedure manuals, technical specifications, and process documentation- Develop and implement a deep understanding of Microsoft and Atlassian products and services (Teams, SharePoint, Visio, Jira, Confluence) to translate complex product information into simple, polished, and engaging content- Research, outline, write, and edit new and existing content, working closely with various team members to understand project requirements- Develop content in various media forms for maximum usability, with a consistent and cohesive voice across all documentation- Perform risk management, including identifying, prioritizing, and mitigating risks, and communicating and escalating risks and issues- Support a continuous improvement process by providing recommendations on improving products, services, and processes.- Manage client interaction and expectations regarding team efforts- Identify and coordinate cross-team dependencies and collaboration- Continually seek opportunities to increase customer satisfaction, develop and deepen long-lasting client relationships Qualifications:- Must be a U.S. Citizen- Bachelor's Degree (Computer Science, or engineering)- Must be able to successfully complete a stringent Background Investigation and obtain required Government Security clearance- 7+ years of experience in business analysis, systems analysis, and/or design of information systems programs and related business processes- Experience working with phase-based and Agile delivery methods- Experience with Jira or other Agile tools- Ability to clearly communicate technical concepts to both technical and non-technical users.- Must be able to work well both in a team environment and independently.- Must possess exceptional attention to detail- Excellent interpersonal and communication skills- Familiarity with government projects and policy/procedures teams- Demonstrates ability to interact comfortably with Senior Leadership and/or Government Executives and staff on a day-to-day basis- Experience in managing client requirements and small teams- Excellent analytical skills and business presentation skills Ideally, you will also have:- Experience supporting DHS HQ or other US Federal Agencies - Experience tracking and reporting project or program delivery progress and budget execution- Experience developing project briefs and reports for non-technical audiences - Knowledge of the federal acquisition lifecycle- Familiarity with Business Intelligence and Data Analytics- Project Management, Agile, and/or Cyber Certifications (PMP / ACP / CSM / SAFe / CISM) Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description We are working with a company located in Miami that is searching for a M& A Analyst to add to their team. Our client is in the telecommunications industry, with a heavy focus in Latin America and the Caribbean. This role is hybrid. They tend to do 3 to 4 days in office and 1 to 2 days remote.This role is meant for someone exceptional in Excel. You will be preparing analysis and presentations for the Board, investment committee, and internal leadership teams. You will also be involved with a variety of strategic projects for their clients.This position will pay $90k with a 10% bonus. They also have a healthy LTI bonus, along with excellent benefits, 401k and unlimited PTO. Bachelors degree is required, CFA is preferred. • Bachelor’s degree in finance, business, or a related field is required., • Proven expertise in Excel, with advanced skills in financial modeling and analysis., • Strong understanding of mergers and acquisitions processes and strategies., • Experience in risk modeling and data-driven decision-making.

Job DescriptionISSOEmployment Type: Full-Time, Experienced Department: Information Technology CGS is seeking an Information Systems Security Officer (ISSO) with DIACAP and/or RMF experience who has deep expertise in security assessment documentation to support Dept. of Commerce systems and efforts to achieve their Authorization to Operate (ATO). This position is located at the client site in the Herbert Hoover building in Washington, DC. The scope of this position includes full life-cycle Assessment and Authorization (A&A) management through all 6 Steps of the RMF process in support of the Government ISSM.In this role, you’ll conduct security assessment, and information system security oversight activities in accordance with NIST 800.53 that support systems from the perspective RMF requirements. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Review systems to identify potential security weaknesses and recommend improvements to amend vulnerabilities, implement changes, and document upgrades. - Maintain responsibility for managing cybersecurity risk from an organizational perspective. - Identify organizational risks, prioritize those risks, and maintain a risk registry for escalating and presenting those risks to senior leadership.- Provide security guidance and IS validation using the National Institute of Standards and Technology (NIST) RMF, DoC, and local security policies.- Providing configuration management (CM) recommendations for information system security software, hardware, and firmware and coordinating changes and modifications with the ISSM, Security Control Assessor (SCA), and Authorizing Official (AO).- Maintain vulnerability scanning tool compliance, such as HBSS or ACAS, and patch management, such as IAVM to ensure IT staff pushes patches to all systems in an effort to maintain compliance with all applicable directives, manage system changes, and assess the security impact of those changes.- Support security authorization activities, including transitioning from the legacy Information Assurance Certification and Accreditation Process (DIACAP) to compliance with the DoC RMF.- Provide subject matter expertise for cyber security and trusted system technology. - Apply advanced technical knowledge and analysis of specialized functional areas in task requirements to develop solutions to complex problems.- Research, write, review, disposition feedback, and finalize recommendations regarding cyber security policy, assessment and authorization assessments (A&As), security test and evaluation reports, and security engineering practices and processes. - Conduct research and write risk assessment reports to include risk thresholds, evaluation, and scoring.- Support analysis of the findings and provide expert technical guidance for mitigation strategies, including implementation advice on the cyber security risk findings, and other complex problems. Qualifications:- Bachelor’s Degree.- A minimum of five (5) years experience as an Information Assurance (IA) Analyst, ISSE, ISSO, or similar role in ATO package development, including generating security documentation for requirements, security control assessment, STIG and IAVA compliance, Standard Operating Procedures, test results, etc.- eMASS experience.- Professional security certification such as: CCNA Security, CySA+, GICSP, GSEC, CompTIA Security+ CE, SSCP, or higher.- Strong desktop publishing skills using Microsoft Word and Excel.- Experience with industry writing styles such as grammar, sentence form, and structure.- Ability to multi-task in a deadline-oriented environment. Ideally, you will also have:- CISSP, CASP, or a similar certificate is preferred.- Master's Degree in Cybersecurity or related field.- Strong initiative, detail orientation, organizational skills, and aptitude for analytical thinking.- Demonstrated ability to work well independently and as a part of a team.- Excellent work ethic and a high commitment to quality. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.Health, Dental, and VisionLife Insurance401kFlexible Spending Account (Health, Dependent Care, and Commuter)Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ 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.

Systematic Portfolio Strategy and Risk Analyst. We are seeking an exceptionally talented individual to join our Systematic Strategies Portfolio Strategy and Risk team as an Analyst. With this objective in mind, the Analyst will be responsible for conducting research into risk and portfolio strategy

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Job Description Job Summary: The Lending Business Analyst is responsible for leading and supporting enterprise-wide initiatives across Home Loans, Consumer Lending (direct, indirect, and fintech channels), and Credit Solutions. This role serves as a key liaison between lending operations, Information Technology, the Project Management Office (PMO), and external vendor partners to drive the successful development, enhancement, and launch of new lending products, platforms, and process improvements. The Lending Business Analyst will lead projects related to new product development, vendor partner onboarding, platform implementations, and operational enhancements, ensuring alignment with business objectives, regulatory requirements, and operational readiness. In addition, the role is responsible for processing, analyzing, and reporting on lending data across all supported departments, delivering actionable insights to leadership to support performance monitoring, risk management, and strategic decision-making. This position requires strong analytical skills, project leadership skills, and the ability to effectively coordinate cross-functional teams to ensure projects and reporting initiatives are delivered on time, within scope, and with measurable business impact. We encourage you to view and apply directly at edfed.org/careers Duties & Responsibilities: • Lead and support cross-functional projects for the development, enhancement, and launch of lending products, platforms, and operational processes across Home Loans, Consumer Lending (direct, indirect, and fintech channels), and Credit Solutions., • Serve as the primary business liaison between lending departments, Information Technology, the Project Management Office (PMO), and third-party vendors to ensure initiatives are well-defined, coordinated, and executed effectively., • Partner with internal stakeholders to gather, document, and translate business requirements into functional specifications that support member experience, operational efficiency, compliance, and risk management., • Manage project activities related to new vendor partner onboarding, system implementations, integrations, and enhancements, including testing, user acceptance, training coordination, and post-implementation support., • Process, analyze, and maintain lending-related reports for all supported departments, ensuring data accuracy, consistency, and timely delivery to leadership and key stakeholders., • Develop and deliver actionable insights from lending data to support portfolio performance, operational efficiency, member service outcomes, and strategic decision-making., • Monitor project progress, risks, issues, and dependencies; communicate status updates and recommendations to leadership, PMO, and business partners., • Ensure lending initiatives and reporting processes align with credit union policies, regulatory requirements, internal controls, and industry best practices., • Support continuous improvement efforts by identifying process gaps, inefficiencies, and opportunities to enhance member experience and staff effectiveness., • Collaborate with lending leadership to prioritize initiatives, balance resource needs, and support strategic goals of the credit union., • Maintain strong working relationships with internal teams and external partners to promote accountability, transparency, and successful outcomes. Requirements: • Associate's degree in Finance, Information Systems, or a related field, or an equivalent combination of education and relevant experience., • 1-3 years of experience in a business analyst, lending operations, reporting, project support, or financial services role; experience in a credit union or regulated financial institution preferred. Skills: • Ability to think strategically, conceptually and analytically including strong trouble-shooting skills., • Foundational knowledge of consumer and/or mortgage lending products and processes, including exposure to direct, indirect, fintech, or collections environments., • Ability to to collaborate effectively with cross-functional teams, including lending operations, IT, PMO, and external partners, to support shared goals., • Strong analytical skills with experience processing, validating, and interpreting lending and operational data to produce accurate reports and actionable insights., • Effective written and verbal communication skills, with the ability to present findings and recommendations to leadership and business stakeholders., • Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines in a collaborative, team-oriented environment., • Ability to work independently while maintaining strong collaboration and accountability across departments., • Experience of acting in a consultancy capacity guiding team members to appropriate decisions., • Maintain the confidentiality of the Credit Union and member records at all times., • Advanced knowledge of the Credit Union products and services., • Understanding of the importance of regulatory compliance, internal controls, and data integrity within a credit union environment., • Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint; experience with loan origination systems, core systems, or reporting/BI tools is a plus., • Commitment to the credit union mission, member-focused service, and ethical standards. BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: • Paid Holiday, • Paid Birthday, • Paid Sick and Personal Days, • Paid Vacation, • Retirement/401K with matching contributions, • Medical, Dental and Vision Insurance, • Life Insurance and Long Term Disability, • Tuition reimbursement for Undergraduate and Graduate courses, • Various Incentive Programs, • Career opportunities About Us: As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position. Company DescriptionAs a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Job DescriptionABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The Senior Credit Analyst assists the SVP Credit Risk Manager with all aspects of the underwriting process of multimillion complex syndicated and bilateral credits for large domestic and foreign corporate enterprises operating in several diverse industries and which are usually listed in stock exchanges and rated by credit rating agencies. Credit facilities include working capital lines, trade financing, term loans, acquisition financing and project financing. The Senior Credit Analyst serves as back up to the SVP Credit Risk Manager. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Provide guidance to staff involved in credit analysis in domestic and international offices. * Actively participate in credit configurations meetings with lenders providing guidance and feedback on loan structures and analysis, participating in calls to clients as needed. * Borrower assessment: its structure, its operations, the industry in which it operates. * Assessment of the loan structure being requested. * Accurately spread and analyze historical financial statements together with relevant projections to assess borrower’s ability to repay. * Determine and assess key credit risks and corresponding mitigants. * Determine and assess key strengths and weaknesses. * Ensure compliance with all relevant regulatory requirements such as Leveraged Lending and Project Financing * Complement analysis with research and evaluation of market data using databases from Standard & Poor’s, Bloomberg and others for items such as projections consensus, share price, market capitalization, bond prices and yields, and loan liquidity and pricing. * Identify and document exceptions to Credit Policy. * Recommend the credit risk rating to be assigned to the borrower following established policies and procedures. * Timely prepare a sound, objective, independent and comprehensive assessment of the credit request in the established format incorporating the above requirements for presentation to Credit Risk Manager, Internal Management Committee, and International Credit Committee. * Prepare and present quarterly analysis of interim financial statements for the borrowers assigned. Monitor compliance with terms and conditions. * Monitor industry trends and economic developments to identify potential areas of risk in the loan portfolio. * Ensure credit files contain all relevant documentation related to approved credits. * Maintain courteous, professional and effective internal and external working relationships. * Provide constructive feedback and suggestions in a cooperative professional manner. * May assist with the process of internal/external audits, loan reviews and regulatory examinations. * Effectively speaking before groups of customers or employees. * Work all hours required to fulfill job duties and responsibilities (including evenings, weekends and holidays as needed). * Provide coverage for other positions as requested and serve as back up to the SVP Credit Manager. * May supervise and train junior credit analysts. Knowledge and Skills: * Strong understanding of risk management and credit mitigants * Strong analytical and financial modeling ability * Good working knowledge of Standard & Poor’s and Moody’s analytical tools * Strong verbal and written communication skills * Excellent knowledge of US Regulatory Guidance and relevant laws and regulations * Ability to understand, speak, read and write English and Spanish * Effectively speaking before groups of customers or employees * Assume evolving duties and responsibilities of position * Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed) * Travel as required * Provide coverage for other positions as requested * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. * Perform additional duties and responsibilities as assigned by management In the performance of their duties, all BCI - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the BCI’s Personnel Manual and Code of Ethics and other policies of BCI which are either currently in place or which may become effective during the staff member’s employment. COMPLIANCE RESPONSIBILITIES In the performance of their duties, all Bci - Miami Branch staff members are required to comply all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place or which may become effective during the staff member’s employment. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and EDUCATION: * Bachelor’s degree in Business Administration, Finance, Accounting or related field EXPERIENCE: * Minimum ten years of financial analysis experience in USA financial institutions * Minimum 4 years of supervisory experience * Minimum 3 years of experience participating in Credit Committees with Recommending duties

Job DescriptionJOB TITLE: Senior Actuarial Analyst EMPLOYER: A-CAP Services LLC DEPARTMENT: Finance - Actuarial REPORTS TO: Chief Actuary LOCATION: Onsite in Miami, Florida ABOUT THE COMPANY A-CAP is a leading provider of capital and third-party asset management solutions. Through our synergistic platform of insurance carriers, reinsurers, and asset management businesses, A-CAP delivers tailored capital solutions to individuals, insurance companies, and small- to medium-sized businesses. Backed by a leadership team and operational experts with deep expertise across insurance, reinsurance, and asset management sectors, A-CAP is committed to delivering meaningful results and adding value to our clients and capital partners. This commitment is demonstrated through the industry-leading risk-adjusted returns we achieve, and the innovative capital solutions we provide to meet the needs of a diverse range of partners. A-CAP's Core Business Includes: • Capital Solutions, • Commercial Real Estate, • Third-party Asset Management, • Private Credit, • Primary Insurance Carriers WHAT YOU WILL DO: • Perform Annuity & Life Insurance modeling, including modeling enhancements using GGY AXIS., • Support reserving & reporting activities., • Assist with reinsurance administration & reporting., • Perform data analysis., • Support pricing as needed., • Support subsidiary insurance companies’ other core actuarial functions as needed (valuation, cash flow testing, pro-forma/business planning, risk management, etc.) with opportunities to rotate through various actuarial functions on a short-term basis., • Work closely with key stakeholders., • Support additional actuarial projects as needed.Opportunities, • Opportunity to participate in a student program, while working in assumption setting., • Opportunity to work on high-profile projects with senior decision-makers and external vendors.WHAT YOU WILL NEED:, • Bachelor’s degree in finance, accounting, economics, actuarial science, or related field with 3+ years of actuarial experience., • Two or more exams passed toward the ASA/FSA designation., • Strong proficiency with MS Office Suite and GGY AXIS (or similar actuarial software). Tech-savvy is a plus., • Experience with annuity or life products and relevant actuarial work (Experience Studies, Reserving, Pricing, Modeling, etc.)., • Strong organizational skills and ability to communicate in a professional and concise manner, both verbally and written., • Ability to work independently in an opportunity-rich, dynamic environment with a steep learning curve. Additional Desirable Qualifications, • Experience with asset modeling, cash flow testing & reinsurance, particularly for fixed annuity products., • Experience with pre-need and/or final expense life insurance products. BENEFITS: A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive compensation programs, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays, • Voluntary Supplemental Insurance, • Safe Harbor 401(k) plan with employer match This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US Work Authorization Is Required Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR 0CtXF62VS6

Job Description SUMMARY: The Corporate Banking Analyst performs a supporting role, focusing on sourcing financing opportunities, credit risks analysis, credit risks monitoring, and on-going management of corporate clients. Performs other related duties as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintain continuous contact with key syndication banks in Corporate and Investment Banking space, primarily those specializing in leveraged finance, M&A finance and structured finance facilities for the purpose of sourcing new financing opportunities. Establish and expand the Bank's relationship with investment banks and key financial sponsors across a wide variety of industries. Prepare Credit Approval Memorandums for presentation to applicable approval authority committee. The memos will be for existing loans, new potential loans, Annual Reviews (to be completed on time), waivers, amendments, and others as required. Underwrite and analyze loans by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, financial models, lender presentations/decks, public filings, data rooms, diligence reports, appraisal reports, and other related loan information and supporting documentation. Ensure that the loan package complies with credit, underwriting standards and lending/credit policies. Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed. Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting. Assist in monitoring the financial performance of the portfolio, completing waivers and amendments, assisting with quarterly and other reporting. Participate in Corporate Banking pipeline meetings. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION AND EXPERIENCE Bachelor’s degree in Finance, Accounting, Economics, or a related field required. CPA, CFA, or Master’s (or in progress) highly preferred. Minimum 1-3 years of experience in corporate banking or investment banking. Experience in credit analysis in a similar position. Good knowledge of financial analysis & credit risk assessment. Understanding of the operational aspects of client relationships. Understanding of operational procedures and compliance rules and guidelines. Proficient in MS Office Suite. SKILLS AND COMPETENCIES Self-leadership skills. Time management; prioritization skills. Strong interpersonal and communication skills. Detail-oriented with excellent problem-solving abilities. All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted. Grove Bank & Trust is a drug-free workplace and an Equal Opportunity Employer - Veteran/Disability.

Job Description Marc Bell Capital Partners, is a multi-family home office with over 35 years of investing experience. We have raised over $10 billion of equity and $100 billion of debt for over 150 transactions. We focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. We have taken 17 of our companies public and sold many in private transactions. We seek a highly motivated, enthusiastic, and skilled Financial Analyst to join our dynamic team in Miami, Florida. The ideal candidate will have at least three years of experience in financial analysis and have gone through a financial analyst training program at a major investment bank. This position requires strong analytical, quantitative, and communication skills with a deep understanding of economic concepts to support our financial planning and analysis activities. Requirements Key Duties and Responsibilities: • Financial Reporting & Analysis:, • Prepare, analyze, and present detailed financial reports, including profit and loss statements, balance sheets, cash flow statements, and variance analysis., • Conduct financial modeling to forecast performance and assess financial trends., • Analyze historical data and provide actionable insights to senior management for decision-making., • Budgeting & Forecasting:, • Assist in the development of annual budgets and long-term financial plans., • Update forecasts and track performance against budget, identifying key variances and recommending corrective actions., • Provide insights into cost management, revenue projections, and capital allocation., • Investment Analysis:, • Evaluate investment opportunities by conducting due diligence, financial analysis, and risk assessments., • Support senior management with the analysis of securities, assets, and market trends., • Prepare investment reports, highlighting key performance indicators (KPIs), market conditions, and potential risks., • Data Management & Reporting Tools:, • Utilize advanced financial software, such as Excel and Bloomberg to manage financial data and generate reports., • Develop and automate reports, dashboards, and performance metrics to track the financial health of the organization., • Maintain accurate financial databases and ensure data integrity., • Cross-Functional Collaboration:, • Work closely with accounting, operations, and other departments to gather necessary data and ensure alignment with corporate financial goals., • Collaborate with senior executives to provide financial insights and strategic recommendations to drive business performance., • Regulatory Compliance & Risk Management:, • Ensure compliance with financial regulations, internal policies, and industry standards., • Assist in identifying potential risks and contribute to the development of risk management strategies., • Presentation & Communication:, • Prepare presentations for executive management, investors, and other stakeholders, clearly communicating financial performance and key takeaways., • Communicate complex financial concepts to non-financial stakeholders in a clear and concise manner. Qualifications: • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Master’s degree is a plus., • Experience: Minimum of 3 years of experience in financial analysis within a large financial institution, with exposure to corporate finance, investment analysis, or similar functions., • Skills & Competencies:, • Strong proficiency in financial modeling, forecasting, and budgeting., • Advanced Excel skills (e.g., pivot tables, macros, data analysis)., • Strong skills with Microsoft Office tools., • Proficiency in financial software and reporting tools (e.g., Bloomberg, SAP, etc.)., • Strong understanding of financial statements, financial ratios, and business metrics., • Excellent communication and presentation skills, both written and verbal., • Ability to work under pressure, and handle multiple projects while prioritizing deliverables and meeting tight deadlines in a fast-paced environment., • Detail-oriented with strong problem-solving abilities., • A desire to work in an entrepreneurial environment with a positive attitude. Preferred Skills: • Experience with investment banking, asset management, or private equity is highly desirable. Why Join Us: • Competitive salary and benefits package., • Opportunities for professional growth and development., • Collaborative work environment. About Marc Bell Capital Partners: Marc Bell Capital Partners is a leading investment firm with a focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. Disclaimers: The responsibilities and qualifications described here are not exhaustive and additional assignments, duties, or responsibilities may be required for this position. Assignments, duties, and responsibilities may change any time, with or without notice, by Marc Bell Capital Partners and in its sole discretion. To comply with US Government space technology export regulations, the applicant must be a US citizen, lawful permanent resident of the US, protected individual as defined by 8 USC 1324b(a)(3), or eligible to obtain the required authorizations from the US Department of State. In addition, please note that this position may require a current United States National Security clearance or eligibility for such a clearance. Marc Bell Capital Partners is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law. If you need assistance or accommodation due to a disability, you may contact us at . If you're an experienced financial analyst looking to take the next step in your career in Miami, we encourage you to apply.