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Job DescriptionPOSITION OVERVIEWIncedo is hiring a Payment Consultant to be deployed on a strategic Bank Clients Treasury Management engagement. This role demands a seasoned treasury payments professional who brings hands-on experience from top-tier U.S. banking institutions) with a comprehensive, end-to-end understanding of Banking treasury payment ecosystems — from payment initiation, file formatting, and transmission through clearing, settlement, reconciliation, exception handling, fraud controls, sanctions screening, and regulatory reporting.The consultant will serve as a subject matter expert on Banking Client’s payment operations, advising on the digital payment transformation, optimization of cash conversion cycles, working capital management. The consultant will collaborate with Bank’s Product Teams, Technology, and Incedo’s delivery organization to deliver tailored treasury solutions that drive client satisfaction and operational excellence.MANDATORY EXPERIENCE REQUIREMENT The candidate must have worked in Treasury Services / Treasury Management as Payment consutant at one or more top U.S. banksThe candidate must demonstrate an end-to-end understanding of treasury payments, encompassing payment initiation, file formatting and transmission, clearing and settlement across all major rails (ACH, Fedwire, CHIPS, SWIFT, RTP®, FedNow®), reconciliation, exception and investigation handling, fraud controls, sanctions screening, and regulatory compliance.KEY RESPONSIBILITIES 1. Functional Analysis & Domain Expertise• Serve as the primary treasury payments subject matter expert (SME) on the Bank client engagement, providing deep functional analysis of payment products, workflows, and operational processes across all payment rails.• Conduct comprehensive end-to-end analysis of bank client's treasury payment lifecycle and Payment modernization initiatives — covering payment initiation (via Online Banking platform for corporate clients, API, file upload, SWIFT, and ERP channels), message formatting ( ISO 20022, EDI, Rail specific formats like NACHA), clearing and settlement (ACH/Fedwire/CHIPS/RTP/FedNow), reconciliation, exception handling, and regulatory reporting.• Perform detailed functional assessments of clients’, payables and receivables workflows, and payment infrastructure to identify optimization and modernization opportunities.• Maintain expert-level domain knowledge of treasury management products including liquidity management, cash concentration and disbursement, controlled disbursement, lockbox services, ACH Positive Pay, and fraud mitigation tools.• Develop and present tailored payment solution proposals to Bank’s corporate and institutional clients, encompassing ACH (same-day and standard), domestic and international wire transfers, Real-Time Payments (RTP®), FedNow®, card-based disbursements, integrated payables, and integrated receivables• Analyse payment processing metrics, SLA adherence, transaction success rates, and failure/return patterns to generate actionable insights and business intelligence for Banks’s Treasury Management leadership.• Advise on emerging payment trends including embedded finance, open banking APIs, digital wallets, and the convergence of real-time payment networks., 2. System Integration & Solution Design• Collaborate with technical teams to ensure accurate mapping of business rules, data flows, and system interfaces. Validate end-to-end solution design across upstream and downstream systems.• Partner with Bank’s Technology and Implementation teams to architect end-to-end payment integration solutions, ensuring seamless connectivity between Online Banking Platform for corporate clients, core banking systems, ERP platforms (SAP, Oracle NetSuite, Microsoft Dynamics 365, Workday), and external payment networks.• Contribute to the design and implementation of payment processing solutions, including configuring payment flow orchestrations, building connectors to internal and external systems, and defining message mapping rules for ISO 20022, SWIFT MT/MX, and NACHA formats.• Design multi-channel payment solutions leveraging ACH origination and receipt, domestic and international wire transfers (Fedwire, CHIPS, SWIFT), RTP®, FedNow®, commercial card programs, and Bank’s Intelligent Routing capabilities for optimal payment rail selection.• Support API-based payment integration projects, including Connect ERP integrations, open banking API initiatives, Host-to-Host connectivity, SFTP file-based channels, and SWIFT FileAct implementations.• Define and validate file format specifications (NACHA, ISO 20022 XML, EDI 820/823) for client onboarding, ensuring accuracy of field mapping, validation rules, and error handling logic.• Collaborate on IPF micro-services architecture to support horizontal scaling, real-time processing latency requirements, and 24/7 availability standards for instant payment processing.• Experience in Modern Payment architecture. Example - the cloud-native, ISO 20022-native payments orchestration platform used across treasury infrastructure. Leverage Modern Payment Architecture to configure, analyse, and optimize payment orchestration flows, message routing, enrichment, validation, and exception handling logic., 3. Stakeholder & Cross-Functional Collaboration• Serve as the primary liaison between Bank Client’s internal stakeholders (Payment Operations, Product Management, Fraud Prevention, Client Care, Technology, Compliance, and Sales) and Incedo’s delivery organization. Act as the primary functional point of contact during project delivery, UAT, and production rollout.• Work closely with product managers, business leaders, IT teams, operations, compliance, and external vendors to align solutions with business goals.• Collaborate closely with Treasury Management Team to understand client pain points, identify cross-sell and upsell opportunities, and deliver tailored payment advisory to corporate treasurers and senior financial decision-makers.• Partner with Product Management team to communicate client feedback, market intelligence, and competitive insights, influencing the treasury product roadmap and supporting development of next-generation payment solutions.• Contribute treasury payment domain expertise to new business pitches, RFP/RFI responses, competitive proposals, and pricing strategies for Banks’s prospective and existing client base.• Develop and deliver client-facing presentations, industry whitepapers, training sessions, and educational webinars on treasury payment best practices, regulatory changes, ISO 20022 readiness, and technology innovations.• Coordinate with Incedo’s onshore and offshore delivery teams to ensure alignment on project deliverables, timelines, quality standards, and knowledge transfer protocols.• Mentor Incedo team members, Treasury Management Associates, and Development Program participants, fostering a culture of continuous learning, knowledge sharing, and professional excellence within the engagement.• Support Agile delivery by contributing to backlog refinement, sprint planning, and functional reviews., 4. Innovation & Continuous Improvement• Drive continuous improvement initiatives within Bank’s treasury payment operations by identifying bottlenecks, inefficiencies, and automation opportunities across the end-to-end payment lifecycle.• Develop business cases and ROI analyses for proposed payment platform enhancements, automation projects, and technology investments, presenting recommendations to Bank and Incedo leadership.• Evaluate and recommend emerging payment technologies and industry innovations, including real-time payment analytics, AI/ML-based fraud detection for treasury operations.• Understanding and optimization of the Modern Payment platform, proposing enhancements to orchestration flows, configurable rules, and the micro-services component library to improve processing speed, reduce error rates, and lower total cost of ownership.• Establish and maintain payment operations playbooks, standard operating procedures (SOPs), and knowledge base documentation to ensure operational consistency, scalability, and onboarding efficiency for new team members.

Job Description Acquisition Associate, Origination Stonegrove Roofing Partners Base + Commission pay structure About the Role Stonegrove Roofing Partners is seeking an Acquisition Associate to focus on deal origination across our growing roofing platform. This role sits within our Partner Services team and is responsible for building and developing a pipeline of acquisition opportunities by engaging directly with owner-operators across target markets. This is a front-end origination role. You will be responsible for identifying, contacting, and developing relationships with business owners, many of whom are not actively for sale, and guiding early-stage conversations around a potential transaction. This role is best suited for individuals with experience in lower middle market M&A advisory, business brokerage, or similar environments where you have been directly responsible for sourcing and originating deals. What You Will Do • Identify and map target roofing companies across priority geographies, • Build and maintain a proprietary pipeline of acquisition opportunities, • Execute outbound outreach to business owners, brokers, and industry contacts, • Develop relationships with founder-operators and guide early sale conversations, • Source both on-market and off-market opportunities, • Conduct initial screening of opportunities including basic financial and operational assessment, • Track and manage all activity within the CRM What This Role Is Not, • This is not a financial modeling or execution-heavy investment role, • This is not a passive inbound deal environment, • Success in this role is driven by outbound activity, persistence, and relationship building What We Are Looking For, • 3 to 7 years of experience in M&A advisory, business brokerage, investment banking, or direct deal origination, • Demonstrated experience sourcing or originating deals, not just supporting execution, • Comfort with high-volume outbound outreach and building relationships from scratch, • Strong communication skills with the ability to engage directly with business owners, • Self-starter who thrives in a high-autonomy, performance-driven environment Compensation, • Performance-driven compensation with significant upside tied directly to closed acquisitions, • Base draw provided to support ramp Location, • Based in the New York area, with flexibility for candidates within commuting distance

Job Description Job Summary This is a full-time hybrid role for a Commercial Real Estate Agent/Broker, based in New York, NY. The Agent/Broker will be responsible for building and maintaining client relationships, identifying property listings, analyzing market trends, and facilitating transactions. Daily activities include negotiating leases and sales, managing client communications, and collaborating with the brokerage team to achieve organizational goals. Further responsibilities include conducting property tours, managing commercial property transactions, assisting clients with buying, selling, and leasing properties, and building long-term relationships with clients, major brands and industry professionals. The role involves market research, identifying opportunities, and staying informed about real estate trends and regulations. The agent will actively work with property owners and tenants to meet their requirements and ensure smooth, seamless transactions. This is a 1099 Commission Based Job. Average range of income from $150k-$500k. Immediate exclusive listing assignments available as well as great, vetted leads that are ready to transact. Perks & Benefits Hot, LEGIT, Qualified Leads Provided. Average range of income from $150k-$500k per year. No Desk Fees / No Franchise Fees – Keep more of what you earn Competitive Commission Splits – High earning potential with room to grow Flexible Schedule – Be your own boss while having full team support REAL Local NYC Listings – Strong presence and inventory throughout the entire NYC market. Marketing & Advertising Support – Professional photos, listings, and promotions covered CRM & Tech Tools Included – Lead management, follow-ups, and tracking at no cost Hands-On Training & Mentorship In-House Support Team – Admin, transaction coordination, and management assistance Growth Opportunities – Team lead and senior agent paths available Collaborative culture – Supportive team focused on closing deals. Fast Commission Payouts – Get paid quickly after closing State of The Art Offices along The Brooklyn Waterfront, Midtown Manhattan NYC, PA & NJ. Qualifications Experience in Commercial Real Estate and Real Estate practices Holds an active Real Estate License in New York State. Skilled in Brokerage and Sales within the real estate industry Strong networking and communication skills Proactive, client-focused, and results-driven Ability to work both independently and collaboratively in a fast-paced environment Understanding of New York City commercial real estate markets and trends Proficient in Commercial Real Estate and proven experience in Real Estate transactions Excellent interpersonal and negotiation skills Strong understanding of real estate market trends Strong organizational and time-management abilities Proficiency in CRM and real estate management software Requirements added by the job poster • Can reliably Commute to this job’s location, • Can start immediately, • Accept a background check, • Licensed Real Estate Agent/Broker in NY State, • 2+ years of Commercial Real Estate experience, • Authorized to work in the United StatesCompany DescriptionTri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.Tri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.

Job Description Position Overview Our client a fast growing leader in the regulatory compliance and financial crime space. They are seeking a senior revenue leader to serve as Managing Director / Director of Client Development. This role is intended for a highly connected industry executive with established C-suite relationships across the financial crime, AML, sanctions, fraud, and regulatory compliance ecosystem. The selected candidate will bring in and maintain an active network of decision-makers within banks, broker-dealers, fintechs, insurance companies, and other financial institutions, and will leverage those relationships to originate and close new client engagements. Experience selling SaaS-based compliance products is strongly preferred and will be integral to driving product-led growth. This individual will be selling our client's SaaS platform and Open Compliance solutions into financial institutions. This individual must be fully operational from the outset, independently generating pipeline, advancing opportunities, and driving revenue growth. The role carries direct accountability for revenue production, client origination, and strategic account expansion. Key Responsibilities • Strategic Revenue Origination, • Leverage established relationships with C-suite and senior executives to create new business opportunities., • Utilize personal and professional networks to introduce and secure qualified client engagements., • Develop and execute a revenue generation strategy aligned with firm growth objectives., • Identify new client prospects and expand existing institutional relationships., • Maintain trusted advisor relationships with Chief Compliance Officers, Chief Risk Officers, Chief AML Officers, Heads of Financial Crime, and other executive leaders., • Represent our client within the financial crime and compliance community at the executive level., • Lead the full lifecycle of the sales process, including origination, proposal development, negotiation, and contract execution., • Identify and respond to RFPs and proactive proposal opportunities., • Develop and execute strategic account plans to deepen client penetration., • Maintain and manage a robust, high-quality sales pipeline., • Represent our client at industry conferences, regulatory forums, and financial crime events., • Strengthen brand visibility and credibility within the financial crime ecosystem., • Monitor regulatory developments, enforcement trends, and competitive dynamics., • Partner with consulting and delivery teams to scope engagements and ensure seamless execution., • Contribute to the development of new products and service offerings aligned with market demand., • Support marketing initiatives, including thought leadership and executive-level outreach. Required Experience & Qualifications Industry Experience • Minimum of 10 years of experience within financial services, financial crime, regulatory compliance, risk management, or related advisory environments., • Demonstrated expertise in AML, sanctions, fraud, transaction monitoring, model risk management, or broader financial crime compliance programs., • Experience with financial crime technology platforms such as NICE Actimize, FIS/PRIME, Oracle Mantas, Fircosoft, FCRM, or similar solutions., • Established and active network of C-suite and senior executive contacts within the financial crime and compliance space., • Demonstrated ability to leverage professional relationships to generate and close new business opportunities., • Documented track record of achieving or exceeding revenue targets., • Experience independently building and managing a strategic sales pipeline., • Demonstrated success negotiating executive-level service agreements., • Executive presence and strong communication skills., • Entrepreneurial mindset with accountability for measurable results., • Ability to operate independently in a growth-oriented environment., • High professional integrity and strong relationship management skills., • Strong organizational and strategic planning capabilities. The selected candidate is expected to: • Activate existing executive relationships to introduce our client's capabilities., • Generate and advance qualified opportunities within the initial 90-day period., • Independently produce and manage a sustainable sales pipeline. Compensation will be competitive and commensurate with experience and performance. The package will include: • Base salary, • Performance-based commission structure, • Potential discretionary bonus, • Comprehensive employee benefits package

Job Description Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform and advisory teams support banks, credit unions, private equity firms, hedge funds, asset managers, corporations, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 institutions, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity We are looking for a talented individual to join our Risk Solutions group. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of DP. Reporting to the Managing Director, Risk Solutions, you will also provide input and generate ideas for new and enhanced functionality within EDGE that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP. What You Will Do • Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc., • Directly interact with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc., • Directly interact with hedge banks and other relationship partners of clients to drive transaction processes, • Prepare client marketing materials, market updates, educational materials, etc., • Assist in idea generation related to enhancements to EDGE and assist in testing related to enhancements which are due for future releases, • Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc., • 1-3+ years of derivatives experience at a bank or within a private equity firm focusing on derivatives and capital markets, • Prior experience pricing, analyzing, and executing interest rate derivatives is required; functional experience with all of interest rate, cross-currency, and FX derivatives is a plus, • Experience discussing and negotiating all aspects of transaction charges including market bid/ask and XVA (bilateral CVA, funding, regulatory capital) and solid understanding of the key drivers of those transaction charges, • Experience with and understanding of private equity derivative activity is a plus, • Strong communication, presentation, and written skills, • Ability to work in a fast-paced, deadline driven, dynamic work environment; can manage multiple competing priorities, • Desire to increase responsibility, take on additional roles, and expand skill set over time, • Exceptional attention to detail, • Highly collaborative with proven ability to work with internal teammates, customers, and external vendors, • Proud of the work you do and receptive to constructive feedback, • Superior skills in Microsoft Office – PowerPoint, Excel, Word, • Base salary, equity, and annual bonus as part of the compensation package, • 40 hours of sick leave, • 18 days of PTO, • Paid parental leave, • 401K contribution at 3%, • Competitive health benefits including HSA & FSA options, life insurance, and short-term disabilityThe expected salary for this position is $110,000 - $130,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay. Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy. Powered by JazzHR CfgGxbwXNg

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

Job DescriptionJob Title: Technical Product OwnerLocation: Fort Mill, SCEmployment Type: Full-TimeWe are seeking an experienced Product Owner with strong domain expertise in Wealth Management, Banking Operations, Fraud Risk Management, and Cheque. The ideal candidate will define and drive the product roadmap for digital wealth solutions while ensuring robust fraud controls and operational risk mitigation across investment and cheque-related processes.This role requires a blend of product strategy, business analysis, regulatory understanding, and hands‑on experience in building customer-centric financial products.Key Responsibilities • Define product vision, strategy, and roadmap for Wealth Management digital offerings (Mutual Funds, Portfolio Services, Advisory, Insurance, etc.)., • Lead end‑to‑end product lifecycle—from discovery and requirements gathering to launch, adoption, and optimization., • Identify emerging trends in wealth products, investment platforms, and fraud management technologies., • Develop and enhance wealth management capabilities including onboarding, KYC, investment journeys, advisory tools, and customer reporting., • Collaborate with internal stakeholders to design seamless investment flows aligned with regulatory norms (SEBI, RBI, IRDAI, AML guidelines)., • Drive integration with custodians, exchanges, fund houses, and portfolio managers., • Build, refine, and maintain fraud prevention and detection frameworks across wealth management journeys., • Partner with Fraud Risk, Compliance, and Operations teams to implement risk-based authentication, transaction monitoring, and anomaly detection features., • Oversee product requirements for cheque-related modules (cheque clearing, CTS/ICS, returns, stop payment flows, risk scoring, signature verification)., • Ensure process-level controls to minimize operational, transaction, and compliance risks., • Work closely with Engineering, Design, Operations, Risk, Compliance, and Data teams to deliver product features on schedule., • Translate business needs into clear BRDs/PRDs, user stories, wireframes, and functional specifications., • Coordinate with vendors, fintech partners, and external platforms for integrations and co-development.Required Skills & ExperienceMust Have, • 5–10+ years of experience in Product Management within Wealth Management / Retail Banking / Digital Banking., • Strong knowledge of Mutual Funds, Investment Advisory, Portfolio Management, Insurance products., • Hands-on experience in Fraud Prevention, Transaction Monitoring, Risk Scoring, and Cheque Processing (CTS)., • Deep understanding of regulatory guidelines (RBI, SEBI, KYC/AML)., • Ability to write detailed BRDs/PRDs, process flows, and UAT scenarios., • Experience working with digital platforms, APIs, and backend systems., • Familiarity with fraud detection tools, RPA, workflow engines, and transaction control systems., • Proficiency in data analysis, dashboards, and product performance metrics.

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job Description Are you passionate about turning ideas into reality, embracing ownership, and working at the forefront of connectivity? Join viaPhoton and be part of a culture that thrives on fearless innovation, teamwork, and continuous growth, where learning, unlearning, and relearning are part of the journey. This dynamic role offers significant ownership and responsibility. We’re looking for individuals who excel in environments where their contributions make an impact, are hungry to learn, and are energized by meaningful work that drives company growth while accelerating their career. If this sounds like you, we’d love to hear from you! Who We Are We are changing the norm by being customer focused, technology led. viaPhoton is on an ambitious mission to revolutionize how critical digital infrastructure is manufactured and deployed. Best-in-class data centers and telecom providers need fiber optic solutions delivered in weeks, not months—whether that’s for AI infrastructure, 5G networks, or next-generation broadband. We’re reimagining fiber optic manufacturing for the AI era. Manufacturing is no longer just an operations challenge, but an automation and speed-to-market problem that customers urgently need solved. In less than 5 years, we’ve grown to a team of over 150, and have added top cloud service providers to our growing customer base. We have only just gotten started -- our ambition is to become the market leader of the $40+ BN connectivity industry. We seek candidates who will be culture contributors and who align with our core values: • Fearless Innovation we are pioneers unafraid to change the norm in relentless pursuit of better, • Forward Together we believe that when we work together toward a collective goal, we all succeed, • Integrity Over Everything we believe in long term relationships and doing what is right, always, • Nimble, Always we are solutions obsessed, move fast, and stay nimble, • Be the Bar we set our own standard of excellence and hold ourselves to it Essential Purpose Responsible for driving viaPhoton’s strategic and M&A initiatives, including target evaluation, financial modeling, transaction execution, and support for long-term corporate finance and capital allocation decisions. What You Will Do * Lead financial analysis and support end-to-end execution of M&A transactions, including target identification, valuation, due diligence, and deal structuring. * Build and maintain detailed financial models, including DCF, merger models, LBO frameworks, and return analyses to support investment decisions. * Evaluate strategic initiatives, growth opportunities, and potential investments in alignment with viaPhoton’s long-term corporate strategy. * Prepare high-quality investment committee materials, board presentations, and executive briefings for senior leadership. * Work closely with internal leadership and external advisors (legal, banking, accounting) throughout transaction processes. * Assist with negotiation preparation and support post-acquisition integration planning and performance tracking. * Analyze business performance and support long-term financial planning and capital allocation decisions. * Leverage AI-enabled tools and best-in-class analytical practices to enhance research, financial analysis, and workflow efficiency. * Identify and develop process improvements in financial modeling, reporting, and data-driven decision-making. * Perform additional duties as required. What You Will Bring * 3+ years of experience in Investment Banking (Associate level preferred), Big 4 Deals/Transaction Advisory, Private Equity, or Corporate Development. * Strong M&A execution experience with demonstrated financial modeling skills (DCF, merger models, LBO). * Advanced proficiency in Microsoft Excel and PowerPoint; experience building board-level and executive presentations. * Experience leveraging AI tools to improve research, analysis, or productivity workflows. * Strong written and verbal communication skills with the ability to interface effectively with senior stakeholders. * High attention to detail, ability to manage multiple workstreams simultaneously, and comfort working in a fast-paced environment. * Bachelor’s degree required; MBA or CFA designation is a plus. * Genuine interest in technology-driven businesses, fiber optics, and high-growth industries. What We Offer ???? Cutting-Edge Technology – Opportunities to work on the forefront of fiber optic technology. ???? Professional Development – We’re committed to your growth, offering resources, career development, and a culture where your voice is heard. ???? Fun Team Environment – Monthly team bonding events, free lunches, and activities to keep us connected. ????️ Flexible Paid Time Off – Take time when you need it, with PTO that grows over time plus 10 paid holidays, including two floating holidays to use at your discretion ???? 401(k) Match – We offer company match to help you plan for your future. ???? Benefits Overview-- To view our comprehensive benefits package CLICK HERE

Job DescriptionWho We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform and advisory teams support banks, credit unions, private equity firms, hedge funds, asset managers, corporations, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 institutions, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity We are looking for a talented individual to join our Risk Solutions group. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of DP. Reporting to the Managing Director, Risk Solutions, you will also provide input and generate ideas for new and enhanced functionality within EDGE that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP. What You Will Do • Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc., • Directly interact with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc., • Directly interact with hedge banks and other relationship partners of clients to drive transaction processes, • Prepare client marketing materials, market updates, educational materials, etc., • Assist in idea generation related to enhancements to EDGE and assist in testing related to enhancements which are due for future releases, • Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc., • Provide ad-hoc support to senior members of the Risk Solutions group and other team members across the firm Requirements, • 1-3 years+ of derivatives experience at a bank or within a private equity firm focusing on derivatives and capital markets, • Prior experience pricing, analyzing, and executing FX derivatives is required; functional experience with all of interest rate, cross-currency, and FX derivatives is a plus, • Experience discussing and negotiating all aspects of transaction charges including market bid/ask and XVA (bilateral CVA, funding, regulatory capital) and solid understanding of the key drivers of those transaction charges, • Experience with and understanding of private equity derivative activity is a plus, • Strong communication, presentation, and written skills, • Ability to work in a fast-paced, deadline driven, dynamic work environment; can manage multiple competing priorities, • Desire to increase responsibility, take on additional roles, and expand skill set over time, • Exceptional attention to detail, • Highly collaborative with proven ability to work with internal teammates, customers, and external vendors, • Proud of the work you do and receptive to constructive feedback, • Superior skills in Microsoft Office – PowerPoint, Excel, Word, • Experience with Bloomberg as well as other derivatives pricing and risk systems Location, • NYC, Hybrid Benefits, • Base salary, equity, and annual bonus as part of the compensation package, • 40 hours of sick leave, • 18 days of PTO, • Paid parental leave, • 401K contribution at 3% Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy. Powered by JazzHR Om6A6Dnni2

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job DescriptionCapital Markets & Public Companies Associate | Globally Recognized Elite Firm Step into a high-impact role with a premier international law firm consistently ranked at the forefront of the global capital markets. We are seeking a sophisticated Midlevel Associate (3–5 years) to join a Tier-1 Capital Markets and Public Companies practice. This is an exceptional opportunity to advise some of the worlds most influential publicly traded companies and handle complex, market-moving transactions within a collaborative, innovation-led environment. About the Role As a Capital Markets Associate, you will serve as a key advisor to public companies on their most critical legal and regulatory challenges. You will navigate the intricacies of federal securities laws, execute high-value offerings, and provide high-level counsel on corporate governance. This role offers an elite platform to balance sophisticated transactional work with ongoing strategic advisory for a diverse, global client roster. Key Responsibilities • Public & Private Offerings: Lead and execute complex equity and debt capital markets transactions, including IPOs, follow-on offerings, and private placements., • Securities Compliance: Advise publicly traded entities on SEC reporting, disclosure requirements, and federal securities law compliance., • Corporate Governance: Provide expert guidance on board matters, stock exchange listing standards, and emerging ESG and shareholder trends., • Strategic Drafting: Prepare and negotiate principal transaction documents, registration statements, and proxy materials., • Client Relationship Management: Act as a primary point of contact for C-suite executives and in-house counsel on day-to-day corporate and securities matters.Requirements, • Experience: 3–5 years of experience within a high-caliber, large law firm environment focusing on capital markets., • Technical Expertise: Proven track record in both equity and debt offerings, as well as public company advisory work., • Skills: Superior analytical capabilities, sophisticated communication skills, and a meticulous approach to complex legal drafting., • Academic Credentials: Excellent academic record from a top-tier law school., • Bar Admission: Must be an active member in good standing of the bar in the jurisdiction for which you are applying.Why This Opportunity?, • Global Excellence: Join a firm with a massive international footprint and a reputation for handling "bet-the-company" transactions., • Practice Breadth: Gain exposure to a wide variety of industries, from tech and life sciences to energy and financial services., • Sophisticated Culture: Work in an environment that prizes intellectual curiosity, professional development, and a team-first approach., • Location Flexibility: This role offers the unique opportunity to be based in several major US legal hubs, allowing for career growth without geographic constraints., • Top-of-Market Compensation: Benefit from a highly competitive salary structure ($225k–$435k) and a comprehensive benefits package.Location / Working Model, • Available Locations: Boston, Los Angeles, New York, Orange County, Philadelphia, Pittsburgh, San Francisco, Silicon Valley, or Washington, DC., • Salary Range: $225,000 – $435,000 (applicable to CA, MA, NY, and DC; other locations commensurate with market)., • Working Model: Modern hybrid working arrangements providing the balance and resources of a top-tier global firm.

Job Description We are pleased to represent a highly-respected corporate law firm that is among the AmLaw 100 rank that sits consistently around the top 60% of the AmLaw 100 firms. They are seeking to hire a sixth to eigth (6th-8th) year senior associate or Of Counsel attorney for their New York-based offices which have a focus in aviation and transportation financial transactions and global asset finance practice groups. § Practice Area: • Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a prestigious AmLaw 100 powerhouse with a storied history of excellence spanning over a century. Regarded as a global leader in the transportation sector, the firm consistently secures Tier 1 rankings from Chambers USA and Legal 500 for its Aviation Finance practice. With a footprint that spans the world's major financial hubs, the firm is celebrated for navigating the most intricate cross-border regulatory environments and multi-billion dollar capital deployments. This practice group is distinguished by its holistic representation of the entire aviation ecosystem, from institutional lenders and global lessors to primary manufacturers and sovereign carriers. Joining this team offers an elite platform to engage in high-stakes, market-moving transactions within a collaborative culture that prizes intellectual rigor and commercial pragmatism. § Duties: The Senior Aviation Finance Architect will serve as a primary lead on sophisticated domestic and international asset-backed securitizations and credit facilities. This role requires a high degree of autonomy in managing the lifecycle of a transaction, from initial structuring to final execution. Core responsibilities include: ⨖ Orchestrating the financing, leasing, and acquisition of high-value aviation assets, including commercial aircraft, engines, and related aerospace equipment. ⨖ Navigating complex regulatory frameworks, specifically regarding the Cape Town Convention and International Registry requirements, to ensure the perfection of international interests. ⨖ Drafting and negotiating bespoke credit instruments, complex indentures, and sophisticated lease agreements for transactions frequently exceeding $100 million in value. ⨖ Providing strategic counsel on the enforcement of rights and the restructuring of debt obligations within the aviation sector. ⨖ Managing multi-disciplinary teams across various jurisdictions to ensure seamless closing of cross-border joint ventures and aircraft leasing platforms. ⨖ Interpreting and applying Article 9 of the Uniform Commercial Code (UCC) to secured lending structures and asset-backed transactions. § Qualifications: ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of high academic achievement. ⨖ 6-8 years of experience with substantial private practice law firm background with highly reputable or well-renowned "new york-style" law firms ⨖ Active Bar Membership in the State of New York in good standing. ⨖ Significant experience (Senior Associate or Counsel level) within the finance practice of a major international law firm. ⨖ Proven track record of managing and closing large-scale financing transactions valued at $100M+. ⨖ Deep technical proficiency in UCC Article 9, the Cape Town Convention, and general corporate law. § Skills: ⨖ Prior experience involving Export Credit Agency (ECA) supported financing or capital markets-based aviation offerings. ⨖ Superior organizational capacity to manage a high-volume portfolio of concurrent matters for diverse institutional clients. ⨖ Exceptional interpersonal skills with the ability to provide nuanced oral and written advisory to C-suite executives and senior stakeholders. ⨖ Advanced knowledge of the global aviation market and current economic trends affecting aircraft valuations and lessor risk profiles. !Notice¡* This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description Strategic Corporate M&A and Emerging Growth Senior Associate • Practice Area:, • Business Formation, Venture Capital, and Complex Transactional Advisory, • § Location:, • New York, NY, • § Salary:, • $310,000 to $435,000 Base Salary (Including highly competitive bonus structure and premier benefits), • § Schedule:, • Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is an internationally revered, full-service law firm with an expansive footprint across the United States and Europe, housing over 1,100 attorneys. Recognized as a top-tier revenue producer in the AmLaw 100, the firm serves as a pivotal advisor to industry leaders in the technology and life sciences sectors. The firm is celebrated for its dedication to the professional development and promotion of superior legal talent, offering a collaborative culture where attorneys work on complex, high-stakes matters that shape the future of global business. Their corporate practice is a cornerstone of the firm, consistently garnering industry recognition for excellence in high-value deal making. § Duties: As a Senior Associate, you will lead sophisticated transaction teams and serve as a primary advisor to clients throughout the lifecycle of M&A. ⨖ Advising startups and emerging companies on business formation, equity financings, and long-term strategic growth. ⨖ Executing high-value mergers, acquisitions, dispositions, and complex corporate carve-out transactions. ⨖ Managing transaction teams through the drafting and negotiation of primary deal documents and specialized agreements. ⨖ Providing guidance on capital markets transactions and public company disclosure requirements. ⨖ Mentoring and training junior associates to maintain the firm's standard of technical and professional excellence. § Qualifications: ⨖ Juris Doctor (J.D.) degree from an ABA-accredited institution. ⨖ Active Bar License in good standing in Massachusetts or New York or ability to waiver in by comity. ⨖ Four to six (4-6) years of post-Law School private practice firm experience within a corporate law and M&A practice area. ⨖ Proven ability to lead deal teams and manage the intricacies of large-scale transactional matters. § Skills: ⨖ A stellar academic background coupled with significant experience in a major, peer-level law firm setting. ⨖ Strong analytical capabilities and a commitment to fostering a collaborative, positive workplace culture. ⨖ Experience in high-stakes negotiations and the ability to interact effectively with C-suite leadership and startup founders. ⨖ Mastery of drafting tailored legal instruments for diverse industry sectors, particularly those at the intersection of tech and government. !Notice¡: * This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

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

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee the entire engagement to develop, review and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results., • Establish an in-depth understanding to compile and evaluate company and industry data from key information sources such as Pitchbook, Company Reports and Financial Statements and industry sources., • Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review financial analysis as required for the transaction process., • Oversee the preparation of target lists of potential investors or buyers based on information sources and general internet searches., • Review financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends., • Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side., • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Build in person connections with peers and managers., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,200,000 in revenue., • Support Firm initiatives and development opportunities., • Strong financial modeling skills with ability to structure fully integrated financial models., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times. This position is an exempt position as it relates to the fair labor standards Act. Centri 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. #LI-Hybrid

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are currently seeking an Associate Director to develop and grow the Accounting Advisory practice in the New York and New Jersey markets. In this role, you will have the opportunity to provide various accounting advisory services including assistance with initial public offerings, advising on complex accounting policies in all areas of US GAAP and/or IFRS, restatement assistance, financial reporting, complex transactions, internal control programs and addressing the need for continuous improvement and optimization of the finance and accounting functions. If you enjoy providing advisory expertise to local clients, this is a unique opportunity to become part of our collaborative, energetic and entrepreneurial team at CrossCountry Consulting.What You'll Do: • Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions, • Manage client accounts, projects, and engagements, including: work plans, staffing, deadlines, and budgets throughout all lifecycle phases – strategy, goal-setting, deliverables, and maintaining an integrated project plan, • Create presentations that effectively inform and influence client decisions, • Act as role model, supervisor, coach, and mentor to Managing Consultants, Senior Consultants and Consultants on projects and within coaching families, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Manage teams and individuals by tracking and directing performance against objectives, • Develop timely resolutions to issues, risks, and project team conflicts, • Foster a spirit of collaboration among team members, • Generate new and add-on business opportunities, develop delivery methodologies and new service offerings · Willingness to travel domestically up to 30%What You'll Bring:, • 10+ years of related management consulting experience or a combination of consulting and industry experience in Life Sciences, • In depth knowledge of accounting standards (US GAAP and/or IFRS) and the ability to advise/research complex technical accounting and transaction issues. Experience with license and collaboration arrangements, GTN accounting, clinical trials and complex debt/equity arrangements., • Big Four or equivalent consulting experience. This background is a critical differentiator among interested candidates., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards., • Business acumen with a strong understanding of accounting and business processes, • Strong leadership skills with the ability to foster an environment of collaboration and excellence, • Consistent success in building and developing strong client relationships, • Ability to work with client management and stakeholders to achieve successful project outcomes, • Mentorship and people development capabilities, • Effective verbal and written communication skills including comfort with executive audiences, • Strong attention to detail with the ability to think from a “big picture” perspective, • Creativity, confidence, and flexibility, • High energy, enthusiasm and an entrepreneurial spiritQualifications:, • Certifications Desired: CPA or CA

Job Description § Associate Attorney | Insurance Coverage & Strategic Risk Litigation Practice Area: Complex Insurance Disputes / Policy Analysis / Commercial Litigation § Location: New York City, NY (Hybrid Work Model) § Salary: $260,000 to $365,000 Base Salary (Subject to experience and typically eligible for discretionary year-end bonuses) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target § The Firm Our client is an elite, globally recognized legal powerhouse, consistently ranking within the uppermost echelons of the AmLaw 100 and Vault 10. Renowned for their command of high-stakes corporate warfare and complex litigation, this firm serves as the primary counsel for a significant portion of the Fortune 500, financial institutions, and international conglomerates. Their Mass Torts and Insurance practice is widely acclaimed for its intellectual rigor and strategic depth, frequently handling the most consequential coverage disputes and liability matters in the market. Beyond their formidable reputation in the courtroom and boardroom, the firm is celebrated for a culture that prioritizes the long-term trajectory of its associates. They offer a sophisticated mentorship infrastructure designed to assist lateral attorneys in seamlessly integrating into the firm's dynamic ecosystem. This is a rare opportunity to join a Tier 1 practice group that offers not only top-of-market compensation but also the chance to engage with cutting-edge legal issues alongside the industry's brightest minds. § Duties The incoming Associate will be instrumental in navigating the intricate landscape of insurance coverage and liability, acting as a key advisor within the firm’s insurance team. This role requires a sophisticated understanding of the insurance market and the ability to dissect complex policy language to advocate for client interests. The position blends high-level litigation support with transactional advisory work, ensuring comprehensive risk management for corporate clients. Core responsibilities will include: ⨖ Analyzing and interpreting complex first- and third-party insurance policies to determine coverage scope and exclusions. ⨖ Advising clients on liability exposure across diverse coverage lines, including General Liability, Directors & Officers (D&O) liability, Property, and Cyber insurance. ⨖ conducting due diligence and providing counsel on Representations and Warranties (R&W) insurance provisions within the context of high-value corporate transactions and mergers. ⨖ Drafting persuasive legal memoranda, coverage opinions, and litigation filings that articulate nuanced legal arguments regarding policy interpretation. ⨖ Collaborating with senior partners and cross-functional teams to formulate defense strategies and coverage positions in fast-paced, high-stakes environments. § Qualifications Candidates must demonstrate a history of academic excellence and substantive experience within a sophisticated legal environment. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with superior academic credentials. ⨖ Active Bar Membership in the state of New York, in good standing. ⨖ Two (2) to Four (4) Years of post-J.D. experience (Class years 2021 through 2023 preferred) specifically within an insurance coverage or complex litigation practice group at a reputable law firm. ⨖ Demonstrated proficiency in analyzing insurance mechanisms and policy structures. ⨖ Exceptional legal research, analytical, and writing capabilities are non-negotiable. § Skills The ideal candidate will possess the following preferential attributes: ⨖ Deep familiarity with the interplay between insurance provisions and M&A transaction agreements. ⨖ Experience navigating the specific nuances of cyber liability and executive protection policies. ⨖ A proven ability to manage multiple workstreams effectively while maintaining meticulous attention to detail. ⨖ Strong interpersonal skills necessary for direct client engagement and collaborative teamwork. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionVice President, Investor Relations (Agency) Join the agency consistently recognized as a “Best Place to Work,” known for its values-based culture and commitment to employee growth. This role offers the opportunity to advise innovative companies as they communicate effectively with investors, analysts, and the broader financial community. FINN Partners is seeking a strategic, client-facing Vice President to join its Investor Relations team. This role is focused on investor relations advisory and financial communications within an agency environment. The Vice President will serve as a trusted partner to clients, helping shape investor messaging, prepare leadership teams for investor-facing moments, and manage ongoing investor relations programs. This position reports directly to a Senior Partner leading Healthcare Investor Relations and is hybrid, with candidates based in the New York metro area. Role Overview The Vice President will lead day-to-day client relationships, independently manage investor relations programs, and provide strategic counsel to senior executives. The emphasis of this role is communication, narrative development, and relationship management—not capital raising or transaction execution. Key Responsibilities • Serve as the day-to-day lead on assigned Investor Relations client accounts, • Advise executives on investor relations strategy, messaging, and positioning, • Lead quarterly reporting processes, including earnings calendars, financial results releases, earnings scripts, and Q&A/key message development, • Draft, edit, and oversee investor-facing materials such as press releases, investor presentations, shareholder letters, and related communications, • Prepare CEOs, CFOs, and senior leadership teams for earnings calls, investor meetings, conferences, and analyst interactions, • Monitor and analyze sell-side research, peer activity, industry trends, and market developments to inform client strategy, • Provide insights and analysis to senior executives on investor and analyst feedback, disclosure considerations, and competitive positioning, • Plan and execute investor events, including non-deal roadshows, virtual events, and conferences, • Develop and maintain relationships with sell-side analysts and institutional investors on behalf of clients, • Support investor and analyst targeting strategies and outreach planning, • Collaborate with internal teams to support new business initiatives and pitches, • 5–10 years of experience in Investor Relations, financial communications, or related advisory roles, in either an agency or corporate environment, • Experience supporting investor-facing communications within healthcare, biotech, med-tech, or regulated industries strongly preferred, • Strong executive presence with the ability to present confidently to senior management teams, • Excellent written and verbal communication skills with strong attention to detail, • Ability to manage multiple client priorities in a fast-paced agency environment, • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and IR tools such as Ipreo and IR Insight, • Experience using AI tools to support research, content development, or workflow efficiency, • Bachelor’s degree required; Business or Finance preferred Anticipated Salary: $140,000 – $160,000, commensurate with experience and location #LI-LC1 To Apply: Please upload your resume and cover letter, as well as indicate your desired salary in $US Dollars. While we appreciate the interest of all candidates, we will only respond to those with whom we have a greater interest. About FINN Partners: Founded in 2011 on the core principles of innovation and collaborative partnership, FINN Partners has grown from about $24 million in fees to nearly $200 million in fees over ten years, becoming one of the fastest growing independent public relations agencies in the world. The full-service marketing and communications company's record setting pace is a result of organic growth and integrating new companies and new people into the FINN world through a common philosophy. With more than 1,300 professionals across 35 offices, FINN provides clients with global access and capabilities in the Americas, Europe and Asia. FINN Partners clients are also supported through longstanding partner agencies and its membership in the PROI network of leading agencies around the world. Headquartered in New York, FINN has offices in: Abu Dhabi, Atlanta, Bangalore, Bangkok, Beijing, Boston, Chicago, Delhi, Denver, Detroit, Dublin, Fort Lauderdale, Frankfurt, Hong Kong, Honolulu, Jerusalem, Kuala Lumpur, London, Los Angeles, Madison, Manila, Mumbai, Munich, Nashville, Orange County, Paris, Portland, San Diego, San Francisco, Seattle, Shanghai, Singapore, Washington D.C. and Yangon. Powered by JazzHR 9HQt61huhP

Job Description Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. Based in New York, the within this group serves as a key component of the firm's global industrials practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Associates with exceptional exposure to senior bankers and client executives throughout every engagement. The Opportunity The firm seeks an exceptional Associate 2 to join their Paper & Packaging investment banking team in New York City. This role offers immediate and significant client exposure, substantial analytical and execution responsibility, and a clear path to Vice President. The position provides the entrepreneurial learning environment and mentorship typical of elite advisory platforms, where Associates are given meaningful deal responsibilities and direct interaction with senior management teams. Key Responsibilities Transaction Execution & Analysis • Perform sophisticated financial analyses and create complex valuation models, • Lead financial modeling across various transaction structures and strategic scenarios, • Conduct comprehensive research on relevant companies, competitors, and sector dynamics, • Manage critical workstreams within deal processes from mandate through closing, • Coordinate across legal, accounting, and other advisory partners Client Interaction & Relationship Development • Prepare and create compelling client presentations and meeting materials, • Interface directly with client senior executives including CEOs, CFOs, and Board members, • Develop understanding of client strategic objectives and translate into actionable recommendations, • Build credibility as trusted advisor through technical excellence and strategic insight Team Leadership & Development • Provide guidance, training, and mentorship to Analyst-level team members, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Help prepare for key industry events and conferences hosted by the firm Required Qualifications • At least 1 year of investment banking experience at the Associate level, • Strong preference for candidates with M&A deal experience and transaction leadership, • Demonstrated experience in Industrials, particularly in Paper & Packaging, • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with C-suite presentation experience, • Proven ability to manage multiple transactions and projects simultaneously, • Demonstrated leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in fast-paced environment that values initiative, creativity, maturity, and poise, • Team player mentality with strong motivation to contribute to collaborative culture Preferred Qualifications • MBA or advanced degree from leading institution, • Experience across multiple industrials subsectors and transaction types, • Background in private equity, operating roles, or industrial strategy consulting, • Technical expertise in complex deal structures and creative financing solutions, • Multi-cycle market experience, • Track record of analyst mentorship and development Compensation & Benefits • Highly competitive base salary: $185,000 - $275,000 commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance, • Industry conference attendance and networking opportunities Firm Culture The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Associates and developing them into successful senior bankers. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential. To Apply If you're a top-tier professional passionate about becoming a world-class advisor in the Industrials space, we want to hear from you. This is a highly selective process and the firm is moving quickly to identify exceptional talent.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • Three years minimum of professional experience working in investment banking, private equity, corporate development, etc. is required, • Bachelor’s degree, • Highly motivated, confident, professional, and coachable, • Proficiency with Capital IQ and PitchBook is a plus, • Advanced knowledge of business software (especially Word, Excel and PowerPoint), • Strong knowledge of financial modeling, corporate finance and accounting, • Excellent verbal and written communications skills including business writing, • Able to handle multiple projects with competing priorities, • Strong work ethic and team oriented approach, • Good judgment in confidential situations and ability to exercise discretion, • High degree of comfort and confidence interacting with senior executives, • Ability to train and provide mentorship to analysts and interns, • Flexibility to work long hours, nights, and weekends, as needed, • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will:, • Work closely with senior bankers to support business development, sourcing and execution of transactions, • Actively participate in live deals, such as M&A, capital offerings and strategic advisory, • Supervise investment banking analysts, including mentoring and oversight of the work product, • Take the lead for developing important technical analysis and presentations, • Create marketing materials, • Communicate and interact with clients in executing transactions, • Travel is required (i.e. client meetings, conferences, etc.)

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 1-2 years experience working in investment banking or transaction experience finance required., • Have executed at least one deal start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues., • Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?Second year analyst base is $105,000; third year analyst base is $115,000 with bonus of up to 50% of salary.

Job Description At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. Job Description Manager, Operations Summary The Manager, Operations is an operations project manager who will work with senior operations team to design and execute programs to support the companies’ goals and objectives. The Manager, Operations will provide overall planning for, and direction to operational areas to achieve operating standards, client satisfaction, and financial goals. Essential duties and responsibilities • Oversee the planning of both occasional face to face meetings and monthly conference calls along with any corresponding logistics and material preparation, • Research, analyze and prepare materials for the Operations and Executive team. Utilizing Cresa’s HR, Finance and CRM, • Perform, research and execute and complete routine and assigned projects, • Provide day to day support to research and execute projects in any aspect of the corporate operations function, • Support and enable cross-functional stakeholders/teams throughout the organization. This may require coordination and aid to both the HR, Finance and Marketing departments, • Manage and update protocols and operational documentation, • Manage periodic internal surveys, analyze information, and create value added feedback for the operations team, • Coordinate logistics and provide research support for Committees as assigned. This is in the form of calendar setting, agenda setting etc. Required: To perform this job successfully, an individual must be able to perform each essential duty: • Must be self-motivated, extremely organized and possess the ability to efficiently manage time and priorities effectively., • Must be an independent thinker with ability to multi-task. Must have previous work experience preferably in commercial real estate or a related professional services industry. Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. About Cresa LLC Cresa is the world's largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. Delivered across every industry, its services include Consulting, Facilities Management, Global Portfolio Solutions, Investment Banking, Lease Administration, Location Strategy & Economic Development Incentives, Project Management, Transaction Management and Workplace Intelligence. With over 1000 employees in more than 80 offices globally, Cresa partners with occupiers everywhere. For more information, please visit cresa.com.

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting high-potential graduates to join our New York office and support our growing Investment Banking practice. Graduate Analysts work closely with senior bankers and gain hands-on exposure to live transactions across regular financings, distressed financing, and restructuring. You will be part of small deal teams, allowing for meaningful responsibility, direct interaction with senior bankers, and early exposure to clients. This role is designed for candidates who are eager to learn, thrive in a fast-paced environment, and want to develop a strong foundation in investment banking. Key Responsibilities: • Support the analysis of companies, industries, and financial performance, • Assist with the review of historical financial statements and forward-looking financial information, • Help build financial models, cash flow projections, and valuation analyses, • Participate in due diligence processes and transaction execution, • Conduct industry and company research, • Prepare presentations and supporting materials for Juniper and its clients Requirements Requirements: • Bachelor’s degree (or expected graduation) from a top-tier institution with a strong academic record, • Relevant internship experience in investment banking, finance, consulting, accounting, or a related field is strongly preferred, • Strong attention to detail and analytical mindset, • Ability to thrive in a fast-paced, entrepreneurial environment, • Strong quantitative skills and understanding of financial statements, • Excellent written and verbal communication skills, • Proficiency in Excel, Word, and PowerPoint; familiarity with financial databases (e.g., Bloomberg, Capital IQ) is a plus, • Prior internships or coursework in finance, economics, accounting, consulting, or related fields preferred, but not required, • US work authorization This role is ideal for graduates who are highly motivated, intellectually curious, and looking to grow their responsibilities and impact over time within a collaborative investment banking team. Benefits Benefits • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits

Job DescriptionAbout VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology. What you will do: • Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads, • Gather and document pertinent data obtained through client interaction, • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations, • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models, • 0 to 2 years’ of constructing and reviewing valuation models and other financial models, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • Progress towards CFA designation is a plus, • Working/Advanced knowledge of Excel and Word, • Strong oral and written communication skills, • Superior analytical capabilities, • Self-starter temperament with the ability to master new tasks quickly, • Experience working with diverse teams, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements, • Strong work ethic and ability to work flexible hours around critical due dates, • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Growth- VRC is growing, and so can your career, • Reimbursement for admission fees and study material for professional designations VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $63,000 - 80,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details

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

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description Investment Banking Analyst – Healthcare M&A Location: New York, NY and Chicago, IL (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies. The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions, making Ziegler one of the most active advisors in the physician services sector. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A teams in New York and Chicago. Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the New York or Chicago area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • At least 1 year of experience in investment banking, ideally with M&A transaction exposure, • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job Description Company overview Orbiss is an advisory and tax firm specialized in business growth in the United States. Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in the United States. The firm offers a 360°ree; and tailor-made support to its clients' cross-border accounting, tax, and M&A transaction needs. The Orbiss team’s vision is modernity. This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity. Orbiss is an innovative, modern, and young firm enhancing the old habits of the industry. As an Accountant and Advisory Senior, you will be responsible for: Managing a client portfolio from bookkeeping to year-end closing, including bank reconciliation, closing journal entries, P&L analysis, and supporting schedules. • Creating timely and accurate accounting reports in monthly, quarterly, or annual basis, • Detecting inaccuracies and investigating account discrepancies, • Proposing recommendations to optimize accounting systems and procedures, • Managing intercompany reconciliation, • Participating in consolidation process And the required competencies are: • Completion of at least a bachelor’s degree in accounting or finance., • A minimum of 3 to 5 years of experience in accounting within an accounting firm., • Strong technical accounting skills, with expertise in bookkeeping, bank reconciliations, journal entries, and P&L analysis., • Proficiency in financial reporting, with the ability to produce accurate monthly, quarterly, and annual reports., • Sharp analytical skills to detect inaccuracies and investigate account discrepancies., • Problem-solving abilities to propose recommendations for optimizing accounting systems and procedures., • Knowledge of intercompany reconciliation and managing transactions between entities., • Experience in financial consolidation processes for accurate statement preparation., • Leadership and mentoring capabilities to support and guide junior team members., • Meticulous attention to detail, ensuring compliance and precision in all tasks., • Proficiency in multitasking while maintaining high efficiency without compromising quality., • Excellent time management skills to prioritize multiple responsibilities and meet deadlines., • Health Insurance paid 100% with HSA and FSA available., • 401(k) plan with a 100% match up to 6% after 3 months., • Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken)., • Transportation program (Commuter Benefits, Citi Bike membership offered)., • Work from home friendly., • At the offices you will have breakfast in the morning, snacks in the afternoon

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description We are looking for a candidate to fill an Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes. The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross-functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution. Responsibilities include: • Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group, • Lead pitch drafting as well as transaction marketing documents, • Preparing and reviewing complex financial analyses and models, • Presenting materials internally to senior bankers and externally to clients of the firm, • Expand and develop client relationships with key institutional investors, • Liaise with both internal and external parties to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • 3-6 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles, • Strong Microsoft Office skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Ability to work independently as well as within a team, • Organized and proactive For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team. This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory, strategic advisory, and private placements. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals. Key Responsibilities • Lead coordination of equity and debt capital raises and M&A advisory transactions, • Prepare and review confidential information memoranda, management presentations, and marketing materials, • Develop comprehensive financial analyses and valuation models, • Conduct sector-specific and company due diligence, • Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors, • Undergraduate degree, • Investment banking background with Technology M&A experience (strong preference for closed deals), • Advanced financial modeling and valuation analysis expertise in Excel, • Relevant FINRA licenses (SIE, Series 63, Series 79), • Exceptional written and verbal communication skills with strong attention to detail, • Team-oriented work style with proven analytical capabilities, • Currently at A2A or Associate 2 level with proven transaction execution track record, • Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.), • Ability to manage multiple workstreams in fast-paced environments, • Strong business judgment and strategic thinking, • Self-motivated with ownership mentality, • Small deal teams enabling accelerated learning and responsibility, • Direct exposure to complex Technology transactions and senior leadership, • Clear advancement opportunities and mentorship from experienced bankers, • Collaborative, entrepreneurial culture with access to decision-making, • Extensive institutional client relationships and global distribution platform, • Highly competitive compensation including base salary, discretionary bonus, and long-term incentives, • Comprehensive benefits package (health, dental, vision, 401(k) with match) Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.

Job Description Our client is an elite investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership—pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Energy, Power, and Infrastructure (EPI) Group Innovative energy, power, and infrastructure services companies benefit from some of the worlds most powerful trends, including ESG, grid upgrades and maintenance, 5G expansion, energy transition, and infrastructure investment. Senior professionals in our client's Energy, Power & Infrastructure Group work with investors and company leaders to make the most of these opportunities. Clients worldwide turn to our client to keep a pulse on the energy, power, and infrastructure market and to help unlock value in their businesses through M&A and private capital advisory services. They have a robust track record across industry sectors such as environmental services; utility and telecom; environmental services; engineering and construction; energy management; energy technology; renewables and distributed energy; and testing, inspection, certification, and compliance. Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Energy, Power, and Infrastructure (EPI) Group in New York, NY. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis • Execute sell-side M&A transactions across all phases of the deal lifecycle, • Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses, • Conduct comprehensive valuation analyses using multiple methodologies, • Perform detailed industry research, competitive analysis, and market assessments, • Prepare pitch materials, management presentations, and transaction marketing materials, • Coordinate due diligence processes and manage data room activities, • Work closely with Vice Presidents to manage deal workstreams and timelines, • Guide and mentor Analysts on financial modeling, analysis, and presentation preparation, • Provide feedback and coaching to junior team members, • Ensure accuracy and quality of all deliverables, • Participate in client meetings and calls alongside senior bankers, • Develop understanding of client business models, strategies, and industry dynamics, • Support business development initiatives and pitch preparation, • 2-3 years of investment banking experience, with sell-side M&A experience preferred, • Strong financial modeling and valuation skills with high attention to detail, • Proficiency in Excel, PowerPoint, and financial databases, • Excellent analytical and problem-solving abilities, • Strong written and verbal communication skills, • Ability to manage multiple projects simultaneously and meet tight deadlines, • Bachelor's degree required; advanced degree or certifications preferred, • Demonstrated work ethic and ability to thrive in a fast-paced environment, • Team-oriented mindset with willingness to collaborate and support colleagues, • Willingness to travel up to 15% of the time Our client's top-performing Associates demonstrate: • Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy, • Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently, • Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers, • Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs, • Highly competitive base salary commensurate with experience, • Performance-based bonus eligibility tied to company, business unit, and individual performance, • Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan, • Generous paid time off including vacation, holidays, and parental leave, • Structured training program and professional development resources, • Mentorship opportunities with senior bankers, • Clear path for advancement to Vice President

Job DescriptionInvestment Banking Analyst Overview MTS seeks candidates to fill an immediate hire for the position of Investment Banking Analyst. The Investment Banking Analyst will play an important role on the firm’s advisory team, supporting an appropriately staffed team in a broad range of transactions including mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Candidates can expect to receive a higher level of responsibility and deal execution experience than at peer institutions. Day-to-Day Responsibilities Responsibilities include conducting company and industry research, performing financial and valuation analyses, creating business profiles, and preparing industry overviews on subsectors within the healthcare industry. Financial analyses include creating detailed financial models used for valuation and other financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and transaction analysis); preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations; conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction. Qualifications Ideal candidates will have ~6-18 months of fulltime, professional experience in the financial services industry and/or consulting. Candidates should have a strong desire to work in investment banking and an interest in the healthcare industry. We are looking for candidates with demonstrated leadership in academics and extracurricular activities and a degree from a top rated institution. We seek young men and women with overall excellent judgment and character, strong quantitative and qualitative analytical skills, knowledge of corporate finance, keen attention to detail, desire to excel, and commitment to contributing to the MTS team culture. Why Choose MTS as a Career MTS Health Partners, L.P. is a fast-paced, collegial environment with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member’s career. Why Clients Choose MTS as Their Banker MTS Health Partners, L.P., is a preeminent New York City-based healthcare investment bank, providing strategic advisory services related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. MTS focuses on the following subsectors of the healthcare industry: healthcare services, pharmaceuticals, biotechnology, generics, medical devices and diagnostics. Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times. Uniquely, MTS’ business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms. Note:The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.Expected Annual Salary $110,000-$110,000 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.

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