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Job Description Location: In-Person – New York Area Compensation: Commission + Team Override (High Six-Figure to Seven-Figure Potential) High Rise Capital is actively expanding and seeking an experienced MCA Team Lead / Team Manager to help build and scale a high-performance sales floor. This is a leadership role for someone who understands the MCA industry at a deep level and can both produce personally and elevate a team. We are not looking for someone who simply manages spreadsheets — we want a leader who can control the room, drive energy, and step into deals when necessary to get them funded. The right candidate understands underwriting, lender appetite, stacking strategy, and how to position files correctly to maximize approvals. This position requires someone who leads from the front. You must be comfortable opening deals, handling objections, structuring files, negotiating terms, and closing business — while also coaching reps to do the same at a high level. Requirements Key Responsibilities • Manage and develop a team of MCA sales representatives, • Run daily morning meetings and sales trainings, • Track and enforce KPIs (dials, talk time, submissions, approvals, fundings), • Assist reps with deal structure and lender placement, • Jump on calls to help close or save deals when needed, • Maintain and grow lender relationships, • Create a competitive, high-accountability production culture Requirements (Non-Negotiable) • Minimum 2+ years of direct MCA experience, • Proven record of personal monthly funding production, • Experience handling both clean paper and high-risk files, • Strong understanding of stacking, debt ratios, and underwriting logic, • Ability to open and close deals confidently, • Prior experience managing or mentoring reps preferred, • Comfortable handling large files, including 6- and 7-figure opportunities Benefits What We’re Looking For We want someone who: • Is competitive and production-driven, • Leads by example, • Can manage multiple personalities, • Thrives under pressure, • Wants to build a serious operation — not just collect a paycheck Compensation & Opportunity We offer a competitive base salary for proven managers, along with aggressive commissions on personal production and an override on total team volume. Performance-based bonuses and uncapped earning potential ensure that your income grows as your team scales. For the right leader, this role represents a legitimate high six-figure to seven-figure opportunity based purely on performance and team development. You will be operating out of our 12,000 square foot office with capacity for 120 seats. We provide the full infrastructure needed to win — dialer, CRM, data access, lender relationships, and operational support are all in place. We also have two full-time in-house recruiters dedicated to building sales teams. We will actively help you scale your floor, although candidates who can bring experienced reps with them will have a strong advantage. If you have real MCA experience and know how to run a sales floor while still closing your own business, we want to speak with you. To apply, please submit your resume along with: • Your average monthly production, • The number of reps you’ve managed, • The largest deal you have personally closed Serious applicants only.

Job Description Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth. The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results. Key Responsibilities Insurance Operations & Underwriting • Oversee underwriting, case design, placement, and policy implementation processes, • Develop and enhance workflows to ensure an efficient, compliant client experience, • Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes, • Act as a resource for complex cases and product recommendations Illustration & Case Design • Oversee the preparation and review of insurance and annuity illustrations, • Ensure accuracy and effectiveness of client-facing proposals and advisor presentations, • Support advisors with product comparisons and case strategy Team Leadership • Recruit, develop, and manage a growing insurance operations team, • Establish best practices and drive operational excellence, • Mentor staff and create opportunities for ongoing professional development Advisor Support • Serve as the internal subject matter expert on life insurance, long-term care, and annuity products, • Partner with financial advisors to identify appropriate solutions for clients, • Assist with case design, underwriting strategies, and implementation Business Development • Help expand the firm's insurance business and identify growth opportunities, • Build and maintain strong relationships with carriers, wholesalers, and industry partners, • Support strategic initiatives aimed at enhancing the firm's overall client offering Qualifications • Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities, • Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred, • Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L& H License, • Strong knowledge of underwriting, placement, case management, and illustration production, • Understanding of insurance regulations, compliance, and industry best practices, • Proven leadership and team development experience

Zurich is currently looking for an experienced Executive Underwriter to join our Multinational team in New York City! While this position will be based out of our New York City office, you will have the flexibility to work on a hybrid basis being in the office 3 days per week. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Multinational Property and Casualty accounts. This is a market facing position and you will be expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Multinational and Domestic business together to provide a holistic solution to multinational customers. Responsibilities: • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Middle Market Multinational division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the East Region, • Working within broad limits and authorities on highly complex assignments Executive Underwriter - Multinational Required Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Multinational experience, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Large Property Underwriter or AVP, Director Large Property Underwriter, to join our National Large Property team in Zurich’s New York office. While this position will be based out of our New York office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Large Property Underwriter, you will handle complex new and renewal domestic Large Property accounts and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers focused in the East region. In this role, you will: • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules., • Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate., • May provide guidance to lower level associates., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Supports the sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities, • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. This role will be filled at either the Executive Large Property Underwriter or AVP, Director Large Property Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Executive Underwriter - Large Property Requirements: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP, Underwriting Director - Large Property Requirements: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Technical knowledge of Large Property Underwriting, • Established broker relationships (retail brokers) within the East region., • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $125,300.00 - $271,300.00. The proposed salary range for the Executive Large Property Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. The proposed salary range for the AVP, Director Large Property Underwriter is $165,600.00 - $271,300.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-DIRECTOR #LI-HYBRID

Zurich Middle Markets has achieved double-digit growth for four consecutive years, and we’re just getting started. Our success is driven by talented, collaborative underwriting professionals who deeply understand the Middle Market landscape and the complex risks faced by today’s Private Equity firms and their portfolio companies. We are continuing to invest in our Private Equity P&C practice and are seeking an Underwriting Specialist or Executive Underwriter to join our team in New York City. This is a high-impact role for an experienced underwriter who thrives in a market-facing environment and is passionate about delivering thoughtful, end-to-end risk solutions. In this role, you will act as a trusted advisor and customer advocate, partnering closely with brokers and clients to understand unique exposures and deliver tailored insurance solutions that support long-term profitability and customer satisfaction. Why Zurich Middle Markets? • Industry-leading growth and momentum, • A collaborative, relationship-driven underwriting culture, • Exposure to a dynamic and growing Private Equity portfolio, • Strong internal partnerships across claims, risk engineering, finance, and actuarial, • Hybrid work environment supporting flexibility and balance What You Can Expect in a P&C Private Equity Underwriting Role at Zurich: • Build, develop, and maintain strong relationships with broker partners and customers across a broad range of industries, • Apply your Private Equity underwriting expertise across risk assessment, exposure analysis, and pricing to build and manage a profitable book of new and renewal business, • Collaborate cross-functionally with claims, finance, risk engineering, actuarial, and technical underwriting teams to deliver comprehensive solutions, • Leverage your technical underwriting, negotiation, and interpersonal skills to grow relationships with preferred distribution partners within your assigned territory, • Gain deep exposure to a fast-growing, innovative segment of Middle Markets insurance This role may be filled at either the Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based on the candidate’s experience, skill set, and alignment with the qualifications below. Basic Qualifications: Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support are AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor’s Degree, • Established relationships with Private Equity broker partners, • Strong verbal and written communication skills, • Proficiency in Microsoft Office Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Job DescriptionPortfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Insights Analyst description represents the type of early-career portfolio analytics and value-creation roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio-focused and buy-side analytics roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset investment platforms—may seek a data-driven Portfolio Insights Analyst to support ongoing portfolio monitoring, performance analysis, and value-creation initiatives. Individuals in roles like this focus primarily on the post-investment lifecycle, working closely with investment teams, operating partners, and portfolio company management to translate data into actionable insights. The environment is typically lean and collaborative, offering early exposure to senior investors, portfolio executives, and firm-wide decision-making. Day-to-Day ResponsibilitiesPortfolio Performance Analysis & Reporting Monitor portfolio company performance across financial and operational KPIs Build and maintain dashboards to track trends, variance to plan, and value-creation progress Analyze monthly, quarterly, and annual results against underwriting cases KPI Development & Insights Generation Design and refine KPI frameworks tailored to different business models and sectors Identify leading indicators of performance, risk, and growth opportunities Translate raw data into clear insights for investment and operating teams Value Creation & Strategic Support Support portfolio initiatives focused on revenue growth, margin improvement, and operational efficiency Partner with operating teams to assess impact of strategic initiatives Contribute analytical support for pricing strategies, customer segmentation, and cost optimization Investment & Firm-Level Support Provide portfolio analytics to inform investment committee discussions and fund-level reporting Support analysis related to add-on acquisitions, refinancings, and exit readiness Assist with LP reporting, benchmarking, and portfolio-wide insights Cross-Functional Collaboration Work closely with investment professionals, operating partners, and portfolio finance teams Support data standardization and reporting processes across the portfolio Help improve internal analytics tools and workflows What Makes This Work Engaging Direct visibility into how private market investments perform post-close Opportunity to influence value-creation decisions through data-driven insights Exposure to senior investors, operators, and portfolio executives Accelerated learning across portfolio management, operating metrics, and private markets Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio analytics and insights-driven roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, or related field Strong Excel and data analysis skills; experience with dashboards or BI tools is a plus Solid understanding of financial statements, KPIs, and performance analysis Familiarity with valuation concepts and private market structures preferred Experience (Formal or Informal) Prior experience or internships in private equity, investment banking, consulting, FP&A, corporate finance, or data analytics preferred Demonstrated interest in portfolio management, performance analysis, or value creation Soft Skills & Mindset Highly analytical with strong attention to detail Ability to synthesize complex data into clear, actionable insights Strong written and verbal communication skills Comfortable working across multiple stakeholders and portfolio companies Curious, coachable, and eager to improve analytical systems and processes How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and portfolio-focused finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, private credit, venture capital, investment banking, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to investment professionals and operating teams Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications, outreach, and interviews End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with portfolio analytics cases, financial analysis, and KPI-driven interviews Behavioral and technical interview preparation Continued Support Ongoing guidance throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionPrivate Markets Junior Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Private Markets Junior Analyst description represents the type of early-career private markets investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive buy-side investment roles across private equity, growth equity, and private capital that may not appear on public job boards. Career Launch AI provides tools, structured guidance, and outreach support to help candidates connect with hiring teams and pursue competitive investment careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private markets investment firm (representative of firms within our network) may seek an analytically strong Private Markets Junior Analyst to support investment teams across the full deal lifecycle. Individuals in roles like this gain hands-on exposure to deal evaluation, financial modeling, diligence, and portfolio analysis, working closely with senior investors in a lean, apprenticeship-style environment. The role is designed for early-career candidates seeking accelerated development in buy-side investing. Day-to-Day ResponsibilitiesInvestment Analysis & Financial Modeling Support the development and maintenance of operating and transaction models, including 3-statement models, DCFs, and LBOs Analyze investment returns, capital structures, sensitivities, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods Assist with underwriting and scenario analysis for new investments and add-on opportunities Due Diligence & Market Research Support diligence efforts across financial, commercial, operational, and legal workstreams Analyze company performance, KPIs, customer cohorts, margins, and unit economics Conduct industry, market, and competitive research to support investment theses Help synthesize third-party diligence findings into clear analytical summaries Investment Committee & Deal Process Support Assist in drafting investment memos, analyses, and presentation materials Summarize diligence findings, risks, and key value-creation drivers Prepare data-backed materials for internal investment discussions Support transaction execution through signing and closing Portfolio Company & Post-Investment Support Assist with portfolio company performance tracking and KPI dashboards Support analysis related to operational initiatives, growth strategies, and cost optimization Contribute to modeling and evaluation of bolt-on acquisitions, refinancings, and exit scenarios Help monitor portfolio performance versus underwriting expectations What Makes This Work Engaging Exposure to live deals and real investment decision-making Interaction with management teams, founders, and senior executives Accelerated learning across private markets, M&A, and strategic finance Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the competencies commonly sought for junior-level private markets analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and the ability to build, review, and interpret financial models Solid understanding of accounting fundamentals, corporate finance, and valuation Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial Demonstrated interest in investing, private markets, or transaction-oriented work Soft Skills & Mindset Strong attention to detail and sense of ownership Clear written and verbal communication skills Ability to perform in fast-paced, deadline-driven environments Coachable, curious, and eager to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private markets and buy-side roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles using tailored resumes Targeted search across private equity, growth equity, venture capital, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations beyond traditional job boards Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private equity case studies and financial modeling reviews Behavioral and technical interview preparation tailored to private markets roles Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality private market opportunities, analyst support, and institutional infrastructure. Our platform is built for professionals who want real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Private Capital Relationship Analysts to support the identification, qualification, and relationship coordination of investment opportunities within our investor and fund manager network. This is not an employment role. Private Capital Relationship Analysts operate as independent contractors, activated through a verification and approval process. Once approved, Private Capital Relationship Analysts: Analyze and manage relationship-driven deal flow Qualify opportunities based on investor and sponsor alignment Coordinate introductions across capital relationships Support early-stage opportunity progression Earn transaction-based compensation on closed deals Build a verified relationship-driven deal track record within the Initio Sphere ecosystem This role is ideal for professionals who understand private capital dynamics and can assess both people and opportunities with judgment. What You’ll Do (Approval-Based) Approved Private Capital Relationship Analysts may: Source or receive proprietary and referred investment opportunities Evaluate relationship fit and opportunity readiness Prepare high-level deal context (asset, structure, economics, investment thesis) Coordinate introductions between deal principals and capital partners Support early-stage diligence handoff to analyst teams Private Capital Relationship Analysts do not perform underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval and experience, Private Capital Relationship Analysts may work across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on market experience and relationship credibility. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and analyst contribution No caps on earnings for consistently high-quality relationship-driven deal flow Activation Process To become a Private Capital Relationship Analyst: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin qualifying and coordinating opportunities There is no cold outreach to funds and no blind pitching. All introductions occur through curated, platform-driven channels. Compliance Notice Private Capital Relationship Analysts do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to opportunity qualification and relationship facilitation and must comply with applicable securities laws. Who This Role Is For Analysts or associates with private markets exposure Operators trusted by investors and sponsors Advisors and intermediaries with strong relationship judgment Networked professionals who manage capital relationships responsibly Why Join Initio Sphere Monetize private capital relationship insight without launching a fund Earn on closed transactions without underwriting risk Work directly with credible capital allocators Build long-term signal, trust, and a documented relationship history Operate inside one ecosystem for sourcing, relationships, and upside

Job DescriptionPortfolio Evaluation Analyst – Private Equity (Entry-Level) Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio Evaluation Analysts to support ongoing assessment of portfolio company performance and valuation. Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing. The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions. Day-to-Day ResponsibilitiesPortfolio Performance Evaluation Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts Analyze revenue growth, margins, cash flow, leverage, and return drivers Identify performance variances, risks, and value-creation opportunities Monitor KPIs, covenant compliance, and operational metrics Valuation & Return Analysis Support quarterly and annual portfolio valuation processes Update operating models, valuation models, and return analyses for existing investments Perform sensitivity analyses and downside scenarios Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods Investment Committee & Reporting Support Prepare portfolio review materials, valuation memos, and performance summaries Support quarterly investment committee meetings and LP reporting Clearly communicate portfolio developments, risks, and return outlooks Respond to ad hoc analytical requests from senior investment professionals Portfolio Company & Value Creation Support Work with portfolio company management teams to gather and analyze financial and operating data Support operational improvement initiatives, growth strategies, and strategic planning Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness Process Improvement & Data Management Help standardize portfolio monitoring and evaluation frameworks Maintain accurate and timely portfolio data and reporting tools Contribute to continuous improvement of analytics, dashboards, and internal reporting processes What Makes This Work Engaging Direct insight into how private equity investments perform post-close Opportunity to influence value-creation initiatives and capital allocation decisions Exposure to senior investors, boards, and management teams Accelerated learning in portfolio management, valuation, and operating finance Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills Solid understanding of accounting, valuation, and private equity fundamentals Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus Demonstrated interest in portfolio evaluation or post-investment analysis Soft Skills & Mindset Strong analytical judgment and attention to detail Ability to synthesize complex financial data into clear insights Clear written and verbal communication skills Strong ownership mentality and proactive problem-solving Ability to manage recurring deadlines and evolving priorities Coachability, curiosity, and willingness to learn quickly How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, growth equity, family offices, and portfolio-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm, direct conversations rather than relying solely on job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio evaluation cases, valuation updates, and performance analysis Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionJunior Transaction Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Junior Transaction Analyst – Private Equity description represents the type of early-career, deal-focused private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive transaction-oriented investment roles that may not appear on public job boards. Career Launch AI provides tools and structured support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber private equity careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity firm (representative of firms within our network) may seek a Junior Transaction Analyst to support senior investment professionals across deal execution, financial analysis, and transaction diligence. This role is designed for candidates at the start of their private equity careers, offering direct exposure to live transactions, rigorous analytical work, and hands-on involvement in the deal process within a lean investment team. Day-to-Day ResponsibilitiesTransaction Analysis & Financial Modeling Build and maintain transaction and operating models, including 3-statement models, DCFs, and LBOs Analyze deal economics, capital structures, leverage, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic methods Support initial screening and underwriting of potential acquisitions Due Diligence & Deal Support Assist with diligence across financial, commercial, operational, and legal workstreams Analyze historical performance, forecasts, KPIs, and unit economics Coordinate and organize diligence materials from advisors and management teams Summarize diligence findings into clear, data-driven transaction insights Investment Committee & Execution Support Prepare investment memoranda, financial exhibits, and IC presentation materials Support internal discussions by highlighting key risks, assumptions, and return drivers Assist transaction execution from initial review through closing Help manage timelines, data rooms, and advisor interactions Portfolio & Post-Close Support Support portfolio company performance tracking and reporting Assist with KPI dashboards and variance analysis Contribute analytical support for add-on acquisitions, refinancings, and exit preparation Provide ad hoc transaction-related analysis to the investment team What Makes This Work Engaging Direct exposure to private equity transaction execution Hands-on experience with financial modeling and deal processes Interaction with investment professionals, advisors, and company management Accelerated learning across M&A, valuation, and private equity deal mechanics Ideal Candidate Profile This profile reflects the competencies commonly sought for junior transaction analyst roles in private equity. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills with the ability to build or audit financial and transaction models Solid understanding of accounting, corporate finance, and valuation Experience (Formal or Informal) Prior internships or entry-level experience in investment banking, transaction advisory, private equity, consulting, or corporate finance is beneficial Demonstrated interest in deal execution, M&A, and private equity transactions Soft Skills & Mindset High attention to detail and analytical rigor Clear written and verbal communication skills Ability to perform in fast-paced, deadline-driven environments Coachable, curious, and motivated to develop transaction expertise How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and transaction-focused roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant entry-level transaction roles Targeted search across private equity, M&A, and private capital strategies Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and private equity decision-makers Support initiating direct, targeted conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the recruiting process Interview & Case Preparation Assistance with transaction case studies, LBO modeling tests, and technical interviews Behavioral interview coaching aligned with junior PE roles Continued Support Ongoing guidance provided throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job DescriptionFinancial Performance Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Financial Performance Analyst – PE description represents the type of early-career, portfolio- and performance-focused investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and principal investing roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Financial Performance Analysts to support ongoing monitoring and optimization of portfolio company performance. Individuals in roles like this focus on analyzing operating and financial results versus plan, identifying performance gaps, and supporting value-creation initiatives across the portfolio. The role sits at the intersection of investment teams, operating partners, and portfolio company management, providing visibility into how PE firms drive returns post-acquisition. The environment is typically lean and hands-on, offering meaningful exposure to portfolio-level decision-making and performance management. Day-to-Day ResponsibilitiesPortfolio Performance Monitoring & Analysis Monitor portfolio company financial performance versus budget, forecast, and underwriting cases Analyze income statements, balance sheets, cash flows, and working capital trends Track and interpret KPIs, operational metrics, and unit economics across portfolio companies Financial Reporting & Dashboards Build and maintain KPI dashboards, performance trackers, and reporting tools for internal stakeholders Support monthly, quarterly, and ad-hoc performance reviews Ensure data accuracy and consistency across portfolio reporting Value Creation & Operational Support Identify performance gaps, risks, and opportunities relative to investment theses Support operational improvement initiatives, margin expansion efforts, and growth strategies Assist in evaluating the financial impact of pricing changes, cost initiatives, and strategic investments Investment Committee & Stakeholder Support Prepare performance summaries and materials for investment committee and portfolio review meetings Communicate key insights, trends, and risks in a clear, data-driven manner Support post-acquisition reviews and lessons-learned analyses Transaction & Strategic Analysis (As Needed) Assist with analysis for add-on acquisitions, refinancings, and exit planning Support updates to valuation and return models based on actual performance Contribute to scenario analysis around strategic alternatives and timing decisions What Makes This Work Engaging Direct exposure to how private equity firms drive value after acquisition Close collaboration with operating partners and management teams Tangible impact on portfolio performance and investment outcomes Accelerated learning in operational finance, KPI analysis, and value creation Ideal Candidate Profile This profile reflects the competencies commonly sought for financial performance–focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills; experience building dashboards is a plus Solid understanding of accounting, financial statements, and performance metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, consulting, FP&A, or corporate finance is beneficial Exposure to performance tracking, budgeting, forecasting, or operational analysis is a plus Demonstrated interest in portfolio management and value creation Soft Skills & Mindset Strong analytical thinking with attention to detail Ability to translate financial data into actionable insights Clear written and verbal communication skills Comfortable working across multiple portfolio companies and stakeholders Coachability, curiosity, and a continuous improvement mindset How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and buy-side finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio operations, and performance analytics roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio performance cases, KPI analysis, and financial reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionBuy-Side Transition Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Buy-Side Transition Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role designed to help analysts transition from sell-side roles into buy-side investing positions, accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A private equity firm, hedge fund, asset manager, family office, or investment platform may seek a Buy-Side Transition Analyst to support investment evaluation, diligence, and portfolio analysis. This role is ideal for candidates leveraging investment banking or transaction experience to build principal investing skill sets, including underwriting, risk analysis, and investment decision support. Key Responsibilities Support buy-side investment analysis across private equity, growth equity, credit, or public markets strategies Build and maintain investment-grade financial models, including operating models, valuation analyses, and return scenarios Conduct commercial, financial, and market diligence on prospective investments Analyze business models, competitive dynamics, and growth drivers of target companies Prepare investment memoranda, IC materials, and deal summaries Support portfolio monitoring, including performance tracking and variance analysis Leverage sell-side transaction experience to evaluate deal structure, risk, and downside protection Coordinate with senior investors, advisors, and third-party diligence providers Assist in transitioning live opportunities from screening through execution Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong interest in buy-side investing, private markets, or asset management Advanced analytical skills with a solid foundation in financial modeling and valuation Ability to think like an investor and assess risk, return, and strategic fit Strong written and verbal communication skills High attention to detail and strong judgment Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment Prior experience in investment banking, private equity, hedge funds, equity research, or transaction advisory is highly beneficial Proficiency in Excel, PowerPoint, and financial research platforms (e.g., Capital IQ, PitchBook, FactSet, Bloomberg) Why This Posting Matters This Buy-Side Transition Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to buy-side hiring managers and recruiters AI-supported job targeting and application support Buy-side–focused interview preparation and case training Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Hedge Funds & Asset Management Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized buy-side recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Investing-focused interview preparation and modeling support Ongoing support until placement This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, based on deal size, role, and contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality deal flow, certified analyst support, and institutional infrastructure across private markets. Our platform is built for professionals who want real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing pipelines. Role Overview Initio Sphere is onboarding Deal Signal Analysts to monitor, validate, and flag early-stage transaction opportunities for the investor and fund manager network. This is not an employment role. Deal Signal Analysts operate as independent contractors and are activated through a structured verification and approval process. Once approved, Analysts: Monitor market activity and identify emerging deal signals Validate and track high-probability investment opportunities Flag actionable transactions to investors, sponsors, and internal analysts Build a verified track record of deal signals and early-stage opportunities Earn performance-based compensation for transactions that close This role is ideal for professionals with strong market insight, operational visibility, or sector expertise, including operators, advisors, intermediaries, and networked professionals. What You’ll Do (Approval-Based) Approved Deal Signal Analysts may: Identify proprietary or semi-proprietary transaction signals Flag early-stage investment opportunities for Initio Sphere’s network Provide concise, high-level deal context (asset type, structure, economics, investment thesis) Coordinate initial introductions between deal principals and capital partners Support early diligence handoff to certified analysts (who handle modeling and underwriting) Deal Signal Analysts are not responsible for: Underwriting or financial modeling Raising capital Preparing investment memoranda Providing investment advice Eligible Deal Types Based on approval, Deal Signal Analysts may submit opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, distressed, or opportunistic investments Deal categories are approved based on experience, sourcing credibility, and market visibility. Compensation & Economics Analysts earn success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed deal Compensation is paid upon successful transaction close and fee collection Exact economics vary by transaction size, structure, and Analyst contribution No caps on earnings for consistently high-quality deal signal generation How Analysts Get Activated Submit a Deal Signal Analyst application with background and market experience Complete verification and deal category approval Get activated within the Initio Sphere platform Begin tracking and submitting actionable deals There is no blind pitching or cold outreach. Approved deals are introduced via curated, platform-driven channels. Compliance Notice Deal Signal Analysts do not: Provide investment advice Solicit securities Market investments to the public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, early validation, and opportunity signaling and must comply with applicable securities laws. Who This Role Is For Operators with early visibility into transactions Advisors, intermediaries, or brokers with proprietary market insight Professionals with strong sector or operational intelligence Networked individuals consistently hearing about deals ahead of broader market Why Join Initio Sphere as a Deal Signal Analyst Monetize market insight and early intelligence without raising a fund Earn performance-based upside without underwriting risk Work directly with credible capital allocators and sponsors Build long-term reputation, trust, and early-deal track record Operate within a single ecosystem for sourcing, credibility, and scalable opportunity

Job DescriptionPrivate Capital Financial Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Private Capital Financial Analyst description represents the type of early-career private capital and private markets roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive buy-side financial analyst roles across private equity, growth equity, and private credit that may not appear on public job boards. Career Launch AI provides tools, outreach support, and structured guidance to help candidates connect with hiring teams and pursue high-caliber careers in private capital. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis. The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed. Day-to-Day ResponsibilitiesFinancial Analysis & Modeling Build and maintain operating and transaction financial models, including 3-statement models, DCFs, and introductory LBO and return models Analyze investment returns, capital structures, leverage profiles, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods Support underwriting and scenario analysis for new investments, add-on acquisitions, and recapitalizations Due Diligence & Investment Support Support diligence across financial, accounting, and commercial workstreams Analyze historical and projected financial performance, KPIs, cash flows, and unit economics Review quality-of-earnings findings and summarize key insights Assist in synthesizing third-party diligence materials into clear financial takeaways Investment Committee & Transaction Support Assist in drafting investment memoranda, financial exhibits, and presentation materials Summarize key risks, sensitivities, and return drivers Provide analytical support throughout the transaction process, including signing and closing Portfolio Financial Analysis & Monitoring Support ongoing portfolio company financial monitoring and reporting Assist with budget reviews, variance analysis, and covenant tracking Contribute to analysis for bolt-on acquisitions, refinancings, dividend recaps, and exit scenarios Help track portfolio performance relative to original underwriting assumptions What Makes This Work Engaging Direct exposure to buy-side financial analysis and transaction economics Interaction with senior investors, management teams, and advisors Accelerated development in valuation, modeling, and capital markets Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the competencies commonly sought for entry-level private capital financial analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and comfort building and auditing financial and valuation models Solid understanding of accounting, corporate finance, and valuation fundamentals Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, transaction advisory, consulting, or corporate finance is beneficial Demonstrated interest in financial analysis, investing, or transaction-oriented work Soft Skills & Mindset High attention to detail and strong analytical discipline Clear written and verbal communication skills Ability to operate in fast-paced, deal-driven environments Coachable, intellectually curious, and proactive How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private capital and buy-side finance roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles with tailored resumes Targeted search across private equity, private credit, growth equity, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations beyond traditional job portals Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with financial modeling tests, valuation cases, and investment interviews Behavioral and technical interview preparation aligned with private capital roles Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job Description Certified Independent Contractor Roles: Senior · Lead · Analyst Initio Sphere – Private Capital Ecosystem https://initiosphere.org Compensation: $50–$200 per hour, based on Analyst Rating Score, credentials, and approval scope About Initio Sphere Initio Sphere is a full-service private capital ecosystem where capital meets talent. We support fund managers, institutional investors, family offices, and operators across private markets by integrating deal flow, analyst talent, investor relations, diligence support, training, and career placement into a single platform. Our mission is to create credible pathways and real earning potential for serious private capital professionals. Verified analysts are not placed into passive talent pools—once approved, they can begin earning immediately on institutional-grade transactions and mandates across the network. Role Overview Initio Sphere is onboarding experienced finance professionals to serve as Certified Institutional Capital Analysts, supporting institutional investors, fund managers, and capital allocators across private markets. This is not a traditional employment role. Analysts operate as independent contractors and are activated through a structured certification, verification, and approval process. Once approved, Institutional Capital Analysts: Support institutional investors and fund managers on live transactions Perform LP-grade analysis aligned with investment committee standards Gain access to paid analytical mandates tied to real capital deployment Are promoted within the platform based on performance and reliability Build a verified institutional deal track record and Analyst Rating Score Certification tiers include: Senior Institutional Capital Analyst Lead Institutional Capital Analyst Institutional Capital Analyst / Associate Analyst Analyst Levels & Pay RangesSenior Institutional Capital Analyst Rating Score: 90–100 Compensation: $150–$200/hour Typical Background: Former investment banking, private equity, asset management, institutional real estate, infrastructure, private credit, venture capital, or senior consulting professionals with 5+ years of institutional transaction experience Lead Institutional Capital Analyst Rating Score: 80–89 Compensation: $100–$150/hour Typical Background: Finance professionals with 3–5 years of institutional modeling, diligence, or IC support experience Institutional Capital Analyst / Associate Analyst Rating Score: 60–79 Compensation: $50–$100/hour Typical Background: Entry- to mid-level analysts with strong technical skills and exposure to institutional investment processes What You’ll Do (Approval-Based) Based on certification level and category approvals, Institutional Capital Analysts may be engaged for: Institutional Modeling & Valuation Three-statement operating models Commercial real estate and private asset underwriting DCF, LBO, and credit modeling Sensitivity, scenario, and downside analysis Comparable company and precedent transaction analysis Institutional valuation summaries and football-field analyses Investment Committee & Capital Allocation Support IC memo preparation and supporting exhibits Capital allocation and portfolio construction analysis Risk, return, and concentration analysis Fund-level and asset-level performance modeling Due Diligence & Institutional Review Quality of Earnings (QoE) analysis Commercial, operational, and financial diligence Manager, asset, and strategy risk assessment Ongoing monitoring and post-investment analytics Analysts may only perform work in approved categories. Approvals are earned through assessment results and demonstrated performance—not tenure. How Analysts Start Earning Complete the Analyst Certification Assessment or approved Initio Sphere training Receive category-specific approvals (Institutional Modeling, Valuation, IC Support, Due Diligence) Get verified and activated on the platform Begin earning immediately through hourly mandates and live institutional deal work There is no cold applying and no unpaid “experience.” Verified analysts are actively promoted to institutional investors and fund sponsors seeking analytical support. Certification & Eligibility To qualify as an Institutional Capital Analyst, candidates must meet at least one of the following: Score ≥70% in at least one category of the Analyst Certification Assessment Completion of Initio Sphere Financial Training Active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score Each analyst receives a proprietary 0–100 Analyst Rating Score, which determines: Platform visibility and institutional promotion priority Approved analytical categories Recommended hourly compensation range Scores are dynamically adjusted based on performance quality, accuracy, and reliability. Compensation & Deal Economics Analysts are independent contractors, not employees Hourly rates vary by Rating Score and approval tier Analysts may earn up to 10% of the first $100,000 in transaction fees Maximum deal-based participation: $2,500 per transaction Payments issued only after successful deal completion and fee collection Initio Sphere reserves the right to revoke approvals for quality or compliance issues Compliance Notice Institutional Capital Analysts do not: Provide investment advice Solicit securities Represent Initio Sphere in a regulated capacity All work is limited to analytical, diligence, and financial support functions and must comply with applicable securities laws. Why Join Initio Sphere Immediate earning potential once verified Exposure to institutional-grade capital and decision processes Platform-driven credibility and analyst promotion Long-term upside through verified deal and allocator exposure One ecosystem for institutional analysis, capital markets, and career growth

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: Deal-based earnings + performance bonuses (typically $1,000–$10,000+ per closed transaction, based on deal size and role) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality investment opportunities, analyst support, and institutional infrastructure across the private markets. Our platform is designed for professionals who want real exposure, real upside, and real credibility—not job boards, cold outreach, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Deal Scouts to identify, originate, and introduce qualified investment opportunities to its investor and fund manager network. This is not an employment role. Investment Deal Scouts operate as certified independent contractors and are activated through a verification and approval process. Once approved, Investment Deal Scouts: Source and submit qualified, off-market, or early-stage investment opportunities Work directly with capital allocators, sponsors, and operators on live deals Earn transaction-based compensation for successfully closed transactions Build a verified investment deal track record within the Initio Sphere ecosystem This role is ideal for professionals already close to deal flow, including operators, brokers, intermediaries, advisors, and well-networked professionals. What You’ll Do (Approval-Based) Approved Investment Deal Scouts may: Source proprietary or semi-proprietary investment opportunities Submit deals through Initio Sphere’s structured intake process Provide high-level deal context (asset, structure, capital needs, economics, investment thesis) Coordinate warm introductions between deal principals and aligned capital partners Support early-stage diligence handoff to analysts and advisors Investment Deal Scouts do not underwrite transactions, build financial models, raise capital, or manage deals. Eligible Deal Types Based on experience and approval, Investment Deal Scouts may submit opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity, growth equity, and buyout transactions Operating businesses and special situations Structured, credit, or opportunistic investments Deal categories are approved based on demonstrated sourcing credibility and market access. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful deal close and fee collection Economics vary by deal size, structure, and Scout involvement No caps on earnings for consistently high-quality deal flow How Investment Deal Scouts Get Activated Submit an Investment Deal Scout application with background and sourcing details Complete verification and deal-category approval Get certified and activated within the Initio Sphere platform Begin submitting qualified investment opportunities through curated channels There is no cold applying to funds and no blind pitching. Approved deals are introduced through controlled, platform-driven processes. Compliance Notice Investment Deal Scouts do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, introduction, and relationship facilitation and must comply with applicable securities laws. Who This Role Is For Operators with visibility into real transactions Brokers and intermediaries with proprietary or early-stage deal flow Advisors, consultants, or founders close to capital needs Networked professionals who consistently hear about deals early Why Join Initio Sphere Monetize deal flow without launching a fund Earn on transactions without underwriting or balance sheet risk Work directly with credible capital allocators and sponsors Build long-term signal, trust, and a visible investment track record One ecosystem for sourcing, credibility, and upside

Job DescriptionDescription: JESCO is a premier dealer of heavy construction equipment and technology in the Northeast and Mid-Atlantic regions. We proudly represent John Deere, Wirtgen, Kleeman, Vögele, Hamm, Ditch Witch, Magni, Topcon, and many more products for purchase, rental, parts, and service. Family-owned and operated for more than 50 years, we are hiring to grow our award-winning company! Why JESCO: Join a growing team with a lucrative opportunity in equipment sales. Driven sales professionals will have the ability to achieve uncapped commissions. Apply today and start a long term career with the Down to Earth Equipment People of JESCO! The Territory Manager is responsible for the direct sale of new, used and rental of John Deere Construction & Forestry and Allied Products to assigned accounts. Responsible for all sales activities, from lead generation through quote and close. Build and maintain strong customer relationships focusing on long term mutual growth. Responsibilities • Track construction bid results to identify opportunities with existing accounts and prospects., • Determine customer needs and select applicable equipment configurations to meet customers' technical requirements and applications., • Perform trade evaluations on new quote opportunities., • Perform price calculations and generate customer quotations., • Write bid specifications that favor John Deere products for government agency bids & purchases., • Perform product demonstrations to prospective buyers while effectively communicating features and benefits of our products and services., • Perform Operation & Maintenance training on new equipment deliveries., • Attend and participate in trade shows, conferences and other industry related networking events., • Maintain awareness of pertinent client information including key influencers and decision makers, future purchasing plans, payment or financing preferences and fleet profiles., • Maintain records of customer communications, personal visitations and opportunities in the company CRM system., • Communicate any client information that may affect company decisions to appropriate department personnel as needed., • Assist in the resolution of outstanding accounts receivables or other client concerns or disputes., • Maintain knowledge of competitors’ products and identify and report intelligence on competitors pricing or marketing strategies to management and peers., • Submit a verity of sales reports as required including activities, opportunities, deals pending and adherence to goals., • Maintain current knowledge of JESCO products., • Understand and comply with established guidelines that ensure a safe and healthy work environment. Performance Measures • New and Used equipment Sales, • Rental Revenue, • Gross Profit Margin Achieved, • Market Share, • Number of New Accounts, • Call Frequency Achievement, • Trade Appraisal Detail & Accuracy, • Conflict Resolution, • Product & Selling Skills Learning, • Timely and Accurate Sales ReportingRequirements:, • Five years of proven outside sales experience., • Knowledge of construction and/or industrial equipment operation and applications., • Strong interpersonal and oral communication skills., • Strong presentation skills and professional appearance., • Excellent planning and organizational skills., • Strong written communication skills with exceptional presentation., • Negotiation and business acumen., • Proficiency in Microsoft Office products and CRM systems., • High energy, excellent self-motivation and work ethic. Physical Requirements: • Employee is expected to occasionally operate, demonstrate, climb up and down and walk around the equipment to sell to customers., • Employee should have the physical ability to evaluate equipment for trade., • This includes climbing on the equipment and operating the equipment., • Employee will be expected to drive a vehicle and cover a particular assigned territory., • Driving in a vehicle may be up to 80% of their day., • Employee must be able to travel by air to attend any Sales related or professional development events or as required by the company., • Employee should be able to lift and carry 50 pounds., • Candidates should be able to walk on uneven surfaces and terrain, work in construction site environments to meet with customers on jobsites. Certifications/Licenses: • Valid Driver's License – Candidates must meet JESCO’s outside insurance underwriting requirements. Benefits: • Medical, Dental & Vision Insurance, • 401(k) Plan + Company Match, • Paid Time Off (PTO), • Growth opportunities, • College Savings (529) Plan, • EAP (Employee Assistance Program) – includes three (3) free counseling sessions,·, • Paid Training· Family owned and operated, • Paid Company Holidays, • Discounts on products, • Base + Commission Pay Structure· Company vehicle. Pre-Qualifications for Employment At JESCO • JESCO participates in E-Verify to ensure that all of its employees are legally able to work in the United States., • All job offers are contingent upon the successful candidate completing and passing criminal and other background checks, a physical examination and drug testing, all done at the company’s expense., • All employees required to operate a company vehicle or their own personal motor vehicle as an essential function of their job must meet JESCO’s outside fleet insurance underwriting requirements. We are an equal opportunity employer and prohibit discrimination and harassment 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. #ZR

Job Description About Aquarian Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world’s leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary Aquarian is seeking a Senior Paralegal to support a broad range of corporate governance, investment management, private fund, transactional, regulatory, and legal operations activities across the organization. This individual will play a key role in managing legal entities, board governance processes, contract administration, fund operations, investor onboarding, regulatory filings, and investment transaction support, while partnering closely with internal business teams, portfolio companies, fund administrators, and external counsel. The ideal candidate is a highly organized and proactive legal professional with strong attention to detail, experience in financial services or asset management, and the ability to manage multiple priorities in a fast-paced environment. This position is onsite 5 days a week at our New York City office. Key Responsibilities: Assist with governance and entity management, including entity formation, maintenance, restructuring and related corporate filings, as well as maintaining legal entity databases, organizational charts, authority matrices and corporate records. Prepare and maintain board and committee materials, resolutions, written consents, meeting minutes and other governance documentation. Manage contract execution processes, including document routing, coordinating, reviewing and negotiating commercial contract, engagement letters and NDA, signature collection and post-closing administration. Support vendor onboarding, process improvement initiatives and other strategic projects across the legal department. Maintain document repositories, corporate governance policies and procedures, checklists relating to transactions, regulatory matters and contractual obligations, and other legal operations infrastructure. Support investment transactions, including securities offerings and financing transactions, by assisting with coordinating diligence materials and closing processes, organizing closing sets, maintaining transaction trackers and document repositories and monitoring UCC and other transaction related filings. Support fund formation, fund administration and investment management activities, including investor onboarding and ongoing fund operations, preparation and maintenance of subscription materials, AML/KYC documentation, side letters, investor records and other fund-related documentation and processes. Support the preparation, coordination and maintenance of regulatory filings, registrations and periodic reporting obligations applicable to investment advisers and private funds. Coordinate with stakeholders, including business units within Aquarian Holdings, portfolio companies and outside counsel to support legal department administration, including billing, invoices, budgets and general matter management. Qualifications: Bachelor's degree, associate's degree in paralegal studies, paralegal certificate, or equivalent combination of education and relevant experience required. 5+ years of paralegal experience at a law firm, asset manager, investment adviser, private credit or equity firm, alternative asset manager or comparable financial institution preferred. Demonstrated ability to independently manage multiple priorities and drive projects to completion. Demonstrated experience supporting investment management, private funds, corporate, transactional and/or regulatory matters preferred. Demonstrated experience supporting fund formation, fund administration, investment adviser operations, investor onboarding processes or related investment management activities is a plus. Excellent organizational, written and verbal communication skills. Proficiency with Microsoft Office and strong attention to detail and commitment to producing high-quality work. Experience with legal operations tools, contract management systems (including Ontra, Ramp and similar vendors), legal entity management platforms, precedent and research portals (including Bloomberg and similar providers) and fund administrator interfaces is a plus. Candidates need not possess experience in all of the areas described above. Aquarian values aptitude, intellectual curiosity, initiative, professionalism and a willingness to learn, and will consider candidates who demonstrate the potential to grow into aspects of the role. Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law. Compensation Range: $120K - $150K

Job DescriptionTransaction Modeling Analyst – Buy-Side (Entry-Level) Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Transaction Modeling Analyst – Buy-Side description represents the type of early-career, modeling-intensive transaction roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive buy-side investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms, growth equity investors, credit funds, and other buy-side investment platforms within our network may seek analytically strong Transaction Modeling Analysts to support live deal execution and investment underwriting. Individuals in roles like this focus primarily on building, refining, and stress-testing transaction models that drive investment decisions. The role is highly analytical and central to evaluating deal structure, returns, and risk. The work environment is typically lean and fast-paced, offering close interaction with deal teams and senior investment professionals. Day-to-Day ResponsibilitiesTransaction Modeling & Underwriting Build and maintain deal-level transaction models, including LBOs, merger models, and credit structures Analyze returns, capital structures, leverage profiles, and downside scenarios Perform sensitivity analyses, scenario modeling, and stress testing Evaluate transaction economics across multiple structuring alternatives Valuation & Deal Economics Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methodologies Assess purchase price assumptions, financing terms, and exit scenarios Support investment return projections and risk assessments Due Diligence & Deal Support Support financial diligence by analyzing historical financials, KPIs, and cash flow dynamics Partner with internal teams and external advisors during live transactions Identify key risks, assumptions, and value drivers embedded in transaction models Investment Committee Support Prepare transaction model outputs, exhibits, and summaries for investment committee materials Clearly communicate model insights, sensitivities, and conclusions Respond to ad hoc analytical requests from senior investment professionals Post-Close & Portfolio Modeling Support Update transaction models post-close to reflect actual performance Support refinancing, recapitalization, add-on acquisition, and exit modeling Assist with ongoing return and valuation analysis for portfolio investments What Makes This Work Engaging Central role in live deal execution and underwriting Heavy exposure to complex transaction modeling and structuring Direct influence on investment decisions and capital deployment Accelerated learning in private equity, credit, and M&A execution Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Advanced Excel and transaction modeling skills Strong understanding of accounting, valuation, and capital structure mechanics Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, credit, transaction advisory, or corporate finance is beneficial Demonstrated experience building or auditing LBOs or other transaction models Strong interest in buy-side investing and deal execution Soft Skills & Mindset Exceptional attention to detail and analytical rigor Ability to work efficiently in fast-paced, deadline-driven environments Clear written and verbal communication skills Strong ownership mentality and accountability Coachability, curiosity, and continuous improvement mindset How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side finance and transaction roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, growth equity, credit funds, and investment platforms Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm, direct conversations rather than relying solely on job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with transaction modeling tests, LBO cases, and underwriting exercises Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description About Figure Figure Technology Solutions, Inc. (Nasdaq: FIGR; OPEN: FGRS) is the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets. More than 480 partners use its loan origination system and capital marketplace. Collectively, Figure and its partners have originated over $30 billion of loans to date, among other products. The fastest growing components are Figure Connect, its credit marketplace, and Democratized Prime, Figure's on-chain lend-borrow marketplace. Figure's ecosystem also includes DART (Digital Asset Registry Technology) for asset custody and lien perfection, and $YLDS, a yield-bearing stablecoin registered with the SEC as a security under the Securities Act of 1933. Figure is the market leader in real-world asset (RWA) tokenization. The company has received triple-A ratings from S&P and Moody's on multiple loan securitizations, the first of its kind for blockchain finance. We're proud to be recognized as one of Forbes' Top 50 Fintech Companies and CNBC's World's Top Fintech Companies. About the Role We're hiring a capital markets professional to drive business development across both sides of our marketplace: sourcing and structuring assets off-chain, and building investor demand on-chain. Coverage spans Figure Connect, Figure Markets, $YLDS, Home Equity, and Automobile. The role is deliberately hybrid. Roughly half the job is external, originating and managing relationships with clients, partners, and counterparties. The other half is internal, working alongside the capital markets team on execution and on the analytical and structuring work that supports live transactions. What You'll Do • Develop and own relationships with asset originators and sellers on the supply side; support deal sourcing through structuring and execution, • Build and deepen investor and counterparty relationships on the demand side, including on-chain distribution channels, • Partner with internal capital markets, product, and legal teams to move opportunities from first conversation to closed transaction, • Serve as an internal resource on market conditions, pricing, and counterparty feedback, • Own post-close transaction operations, including servicing waterfalls, remittances, settlement reporting, and reconciliation to ensure accurate investor and originator cash flows What We Look For • At least 3 years in capital markets, treasury, or structured credit (5+ preferred) at a lender, specialty finance platform, asset manager, or bank, with direct ownership of live transactions rather than support-only exposure, • Demonstrated experience on both sides of a trade: sourcing and managing originator or seller relationships, and executing with investors and capital partners across whole loan sales, securitizations, forward flow, or warehouse and credit facilities, • Deep credit and collateral fluency in real estate or consumer assets: residential transition, construction, DSCR, residential term, home equity, or auto; spanning underwriting guidelines, exposure limits, diligence, pricing, and valuation, • Hands-on ownership of post-close operations, including servicing waterfalls, remittances, settlement reporting, net wire calculations, and reconciliation of investor and originator cash flows, • Bachelor's degree in accounting, finance, economics, or a related quantitative field; CPA, CFA, or Series 7/63/65 a plus, • Advanced Excel modeling (pivot tables, macros, XLOOKUP/SUMIFS, XNPV,PMT/IPMT) plus SQL and a BI tool such as Tableau for pool-, portfolio-, and scenario-level analysis, • Working knowledge of, or credible appetite to learn quickly, digital asset market structure, tokenized credit, and on-chain distribution, • Client-facing presence and commercial instinct: able to open relationships cold, negotiate terms, and present to executives, boards, and counterparties, • Ownership mentality and comfort with ambiguity on a lean team, with strong cross-functional collaboration across product, legal, and finance, • Adhere to all company security policies and data handling procedures., • Complete mandatory security awareness training within required timeframes., • Promptly report any suspected security incidents or suspicious activity to the Security team. Salary • Base Compensation Range: $96,000 - $144,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Benefits • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits, • Employer-paid life and disability insurance, • 11 observed holidays and PTO plan, • Up to 12 weeks of paid family leave, • Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. The Role 9fin's buy-side clients are the capital behind the credit markets. Credit funds, CLO managers, private credit platforms, and distressed investors run research, underwriting, portfolio monitoring, and relative value workflows that are deep and specialised. They are actively excited about what AI can unlock. Our job is to make that potential real inside their investment teams. The Forward Deployed Investor is the person who does it. You are a domain expert who has done the work yourself, and you can credibly sit across the table from a portfolio manager, a private credit underwriter, or a distressed analyst and say: "Here is how this changes the way you invest." You will work with 9fin's most strategic buy-side clients, drive deep adoption of our existing AI capabilities across the investment process, and become a critical voice in shaping what we build next. Every client engagement is a source of product intelligence. The insights you bring back from the front line will directly influence 9fin's AI product roadmap and sharpen how we win the next generation of buy-side accounts. What You Will Do Map investment workflows and find the highest-value insertion points. Embed with client teams to document how sourcing, screening, underwriting, credit committee preparation, portfolio monitoring, and relative value work actually gets done end-to-end. Identify the three to five places where 9fin's AI can materially change the workflow. Co-author adoption success criteria with the client, tied to their investment outcomes. Build 9fin's AI into those workflows. Take the identified insertion points and build them out using 9fin's toolkit: in-platform capabilities, MCP integrations, agents, and future capabilities as they ship. Weighted by workflow depth, not count. Iterate based on real usage behaviour, not intended usage. Drive adoption at your served accounts. Onboard named users across investment, research, and risk. Run enablement sessions with power users, identify and support champions inside the client. Monitor active usage and address dormant seats before they become churn signals. Review adoption monthly with client champions and quarterly with the CIO, head of research, or equivalent sponsor. Feed the field back into 9fin. Every deployment produces structured intelligence, fed to two consumers. First, product and engineering: prioritised requests tied to specific account and workflow context, patterns extracted across deployments. Second, the wider GTM cycle: case studies, demo assets, workflow evidence, and competitive intelligence that sharpen the next GTM cycle. Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products. Document with context and hand to Account Management for commercial follow-up. What You Bring You are a subject matter expert with 3+ years of practitioner experience at an asset manager, credit fund, or insurer, with fluency across end-to-end investment workflows in your area, not just the data those workflows consume. Specifically, in one or more of the following: Credit portfolio management and research. High yield, leveraged loan, or multi-strategy credit investing, covering screening, underwriting, credit committee process, and ongoing portfolio monitoring Private credit and direct lending. Origination, underwriting, documentation review, or portfolio monitoring at a private credit or direct lending platform CLO investing. CLO management, warehouse and portfolio construction, or CLO debt and equity tranche investing Distressed and special situations. Stressed and distressed credit analysis, restructuring and process tracking, documentation and covenant analysis, or capital structure work Buy-side transformation, data, or research technology functions. Investment data, quantitative or systematic credit research, chief data office, digital transformation, or AI strategy roles where you have led or contributed to AI and workflow transformation projects specifically in credit investing Beyond your domain expertise, you are: Demonstrably interested in technology applied to your domain. For example: participation in an internal AI, data, or research technology working group; external vendor champion or evaluation lead for domain tech. You may have already moved to a technology company focused on credit markets. Familiar with and hands-on with modern domain tooling. Direct user experience of Rogo, Hebbia, AlphaSense, Octus, or comparable AI-native platforms in your workflow. You can speak from experience about what works, what doesn't, and why. Comfortable operating inside confidential investment processes. You will sit close to live pipelines, positions, and internal research. You are disciplined about what does and does not travel between accounts, and clients trust you quickly because of it. A strong communicator across styles and audiences. Extremely comfortable with the analysts who will be the day-to-day platform users. Highly credible with portfolio managers, heads of research, and CIOs. Strong writing and in-person skills. Able to flex style for technical and business audiences. Highly collaborative across a broad internal network. The function operates in close partnership with GTM, Product, Engineering, and other 9fin teams. You are energised by cross-functional work, you bring people with you rather than working around them, and you know how to translate what you are learning in the field into inputs that other teams can act on. Outcome-oriented. You measure success by whether clients are actually using the platform differently, not by how many meetings you held or decks you delivered. Why Join 9fin Category leadership. 9fin is the reference platform for debt capital markets data and AI. Buy-side clients use us because there is no comparable alternative. A genuine domain-expert role. You bring credit investing expertise; we back you with the platform, the product team, and the mandate to make it real inside client organisations. Direct influence on the product. Field intelligence from your deployments feeds the product roadmap. What you learn on the ground shapes what 9fin builds next. Series C stage, growing fast. Small enough that your work is visible, large enough to have the platform and customer base ready for real deployment. Our benefits We're a scaling start up, and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance Competitive Salary: $128,000 - $173,000 Equity Options 401(k) (9fin pays 3%, employee contributions are uncapped) Private Health Insurance, with Dental and Vision Paid sick leave Disability Insurance (New York) Commuter benefit Time off 25 vacation days per year Local public holidays Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work Work abroad for up to 3 months a year 1 month paid sabbatical after 5 years of service Enhanced parental leave & flexible working arrangements available Training & Culture Professional learning and development budget Bi-annual team socials Summer and Winter company social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job Description Job Title: Risk Management Analyst Location: 185 US-46, Fairfield, NJ 07004, United States (Hybrid) JOB SUMMARY: The Risk Analyst will report to the Senior Director of Risk Management, who is responsible for global Risk Management. The primary responsibilities will include insurance policy management, coordination and review; Working with various departments to compile and analyze underwriting information; Claims management, certificates of insurance, and surety bonds. Participating in risk analysis studies and the development and execution of risk management processes. Candidates must be creative, have excellent analytical and communication skills and thrive in a high-performance culture. Strong customer service to OUTFRONT’s internal customers is vital. ESSENTIAL FUNCTIONS: • Partner with insurance brokers, third party administrators, and finance leadership to manage comprehensive and thoughtful global insurance and risk management programs for the company including property and casualty, worker’s compensation, cyber, and executive risk programs through analysis of internal information, meetings with business leaders, and negotiations with insurance vendors, • Track claims, direct investigations, monitor reserves and maintain databases, • Benchmark TPA adjuster performance, • Compile, organize, maintain data and files for claims in litigation for discovery, • Partner with Safety and Operations Manager to triage serious incidents, • Develop metrics for claims by type, cause, frequency and severity in order to identify trends and communicate them to management, • Build and maintain strong relationships with TPA claim’s adjusters, outside legal counsel and internal business partners, • Pursue subrogation/recovery from third parties, • Assist in reviewing business contracts to ensure compliance with established corporate guidelines, • Oversee issuance of certificates of insurance and auto insurance identification cards, • Obtain and maintain surety bonds, files and process payments, • Participates in the development and execution of risk management processes including identifying and analyzing exposures to loss, researching mitigation Strategies through insurance products, • Prepare annual insurance and risk management overview for executive management, • Conduct invoice audits for accuracy ADDITIONAL SKILLS, • Strong analytical, written and oral communication skills, • Ability to work independently and as part of a team on simultaneous projects or initiatives, • Ability to multi-task and transition between tasks while maintaining attention to detail and accuracy, • Good analysis, research, and problem-solving skills, • Good organizational skills, detail oriented, and ability to prioritize tasks, good follow-up skills EDUCATION AND/OR EXPERIENCE, • Bachelor's degree in Business Administration or a related field, • Insurance experience (5-7 years) within broker, insurer or risk management department preferred., • Understanding of risk management, insurance, and contractual liability concepts, • Proficiency with Microsoft Word, Excel and PowerPoint

Job DescriptionDescription: JESCO is a premier dealer of heavy construction equipment and technology in the Northeast and Mid-Atlantic regions. We proudly represent John Deere, Wirtgen, Kleemann, Vögele, Hamm, Ditch Witch, Magni, Topcon, and many more products for purchase, rental, parts, and service. Family-owned and operated for more than 50 years, we are hiring to grow our award-winning company! Join the Down to Earth Equipment People! Learn about the vast world of construction equipment and build a lucrative future with JESCO Inc. Nothing runs like a Deere, but JESCO certainly keeps it in gear! Sales Managers are responsible for the efficient and profitable sales of all products and equipment. Oversees the activity of the sales staff with attention given to servicing the interest and needs of every customer. Advises and makes recommendations to the V.P. and President with the respect to the best interest of the sales department. Responsibilities: • Prepare reasonable annual objectives for the sales department. These objectives should be reviewed and maintained on a monthly basis, • Sees that authorized sales plans and programs are carried out by the sales department with respect to profit, volume, product mix and coverage, • Insures availability of adequate manpower at all times. The sales department should be available to our customers Monday through Saturday., • Make yourself available for unconventional business hours, • Works with sales consultants in the field to develop maximum selling effort, makes territorial changes as necessary, • Initiates necessary action to insure proper technical and service department support for the sales department, coordinates warranty expense program with service manager, • Participate, organizes and conduct training programs and sales meetings, or arrange for such activities to be performed by qualified personnel, • Coordinate all company trades and secure financing arrangements with regard to allowance on trade-ins, (With the V.P. Sales and/or President) and insures that the target profit goals are met, • Periodically evaluates each salesman’s performance and planned goals. Provide guidance and direction to assist them in their professional development, • Maintain proper records, submit necessary reports, check customer credit status and controls expenditures along with other required administrative details, • Provide to the sales force any necessary documents on reporting on daily activities, use of time more effectively and efficiently and follow up procedures for potential customers., • Resolve customer complaints in a prompt and efficient manner to minimize customer inconvenience and maximize the company business image with the customer, • Provide effective sales presentations to support the dealership's sales goals., • Understand and support the company's sales policies and procedures to provide proper and effective service to all customers., • Stay current on technological changes in industry; understand equipment terminology and report competitive information to the Senior V.P. and President., • Perform other duties as assignedRequirements:, • Technical Communication, • Product Demonstration, • Customer Relations, • Diplomacy, • Matt Aptitude, • Negotiations, • Organization, • Professionalism, • Presentation, • Time Management, • Planning & Budgeting, • Closing Techniques Education/Training/Experience • Bachelor Degree preferred or Minimum 5 years related experience, • Heavy construction equipment sales experience required, • Prior experience with cold-calling, • Valid Drivers License – must meet insurance underwriting requirements We are an equal opportunity employer and prohibit discrimination and harassment 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. #ZR

Job Description Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below! This position provides operations leadership, coaching, and oversight for functions of the Direct Retail of business, with a focus on managing the client experience through the accurate application of enterprise guidelines and risk tolerance framework. ESSENTIAL DUTIES AND RESPONSIBILITIES may include any/all the following, as assigned. Other duties not listed here may also be assigned: • Minimum of 2 years Reverse Operations Experience, • (DE) Underwriting experience is preferred, • Supervise processing staff, provide guidance, training, and performance evaluations., • Track performance metrics and generate reports to ensure tasks are completed accurately and within requires SLAs, • Work with the sales team to deliver excellent customer service, • Review escalations for resolution of complex issues, • Identify areas for improving process efficiency and recommend possible improvements, • Assists the Direct Retail Assistant Operations Manager with onboarding and training team members, • Understands government, regulatory and Mutual guidelines to ensure all loans meet these standards, • Ability to work well under pressure with multiple initiatives/deadlines occurring simultaneously, • Strong leadership, communication and organizational skills, • Other duties as assigned Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service., • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed., • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday), • Multiple PPO Medical Plans, as well as HDHP eligible plan., • Dental Coverage, • Vision Coverage, • Company Paid Life Insurance, • 401K with a generous employer match, • Additional Benefits including – Optional Life, FSA, Pet Insurance etc., • Free Legal Services, • Employee Loan Program, • 100% Remote Powered by JazzHR vgaU3LJR0q

Job Description Job Title • Personal Line Underwriter (Homeowners & Dwelling Fire) Location • 1010 Northern Blvd., Suite 238, Great Neck, NY 11021 Salary • $65,000 - $95,000/year Position Type • Full-time, • Non-exempt (Hourly) or Exempt (Salaried), • Monday – Friday, • 9:00 am – 6:00 pm, • Hybrid after 90 days – 3 days in office/2 days remote Reports to • Deputy Branch Manager Position Overview: DB Insurance is seeking a Personal Lines Underwriter to join our team! As a Personal Lines Underwriter specializing in Homeowners & Dwelling Fire, you will assess risks for individual clients by analyzing client information, applying underwriting guidelines, and collaborating with agents and brokers to deliver competitive and profitable insurance solutions. Your expertise will play a crucial role in maintaining a well-balanced portfolio that aligns with the company’s risk management objectives. Key Responsibilities • Assess property characteristics, claims history, and other relevant data to determine insurability and risk level., • Conduct risk analysis and assessments in accordance with company underwriting guidelines and state regulations., • Make informed decisions on accepting, rejecting, or modifying insurance applications based on underwriting policies., • Collaborate with agents, brokers, and customer service teams to communicate underwriting decisions and address inquiries., • Ensure compliance with regulatory requirements and company standards in all underwriting practices., • Review the assigned book of business regularly to maintain portfolio balance and identify growth opportunities., • Stay informed on market trends, emerging risks, and regulatory changes to adjust underwriting strategies as needed., • Participate in training programs to stay current on underwriting best practices, product updates, and industry developments. Qualifications • Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent work experience (open to entry-level candidates and experienced professionals), • 0 to 3+ years of experience in personal lines underwriting, with position level based on experience, • Understanding of underwriting principles, policy guidelines, and state-specific insurance regulations, particularly for Homeowners and Dwelling Fire, • Strong analytical and decision-making skills with high attention to detail and accuracy in risk assessment, • Excellent communication skills with a customer-service mindset to build strong relationships with agents, brokers, and internal teams, • Proficiency in Microsoft Office Suite or Google Workspace applications, • Familiarity or experience with underwriting software and rating tools is preferred, • Effective time management skills with the ability to handle multiple tasks and meet deadlines, • Ability to adapt to changing underwriting guidelines and evolving market conditions Preferred Qualifications • Professional designations such as CPCU (Chartered Property Casualty Underwriter) or AU (Associate in Underwriting) are a plus Benefits • Medical (PPO), dental (PPO), vision (PPO), and life insurance covered 100% by the company and 50% for dependents, • Monthly manager stipend, • Paid time off and sick leave, • 13 annual paid holidays, • 401(k) plan with up to 4% company match, • Flexible Spending Account (FSA) & Dependent Care FSA, • Job-related training reimbursement, • Casual dress code About Us At DB Insurance USA, we carry forward a legacy of excellence that began in South Korea in 1962 and expanded to the U.S. in 1984. Backed by the financial strength of a global powerhouse (AM Best Rating: A+, S&P Rating: A+), we combine world-class resources with the agility of a close-knit team. With offices in California, Hawaii, New York, and Guam, we provide innovative insurance solutions tailored to protect your property, business, and livelihood. We are committed to fostering a culture of inclusion and innovation, ensuring exceptional service and peace of mind for every policyholder. Powered by JazzHR BTPvHR8aJq

Job DescriptionInvestment Risk Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Investment Risk Analyst – Private Equity description represents the type of early-career, risk- and analytics-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment, risk, and portfolio oversight roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Investment Risk Analysts to support pre-investment risk assessment, downside modeling, and ongoing portfolio risk monitoring. Individuals in roles like this focus on identifying, measuring, and communicating risks across new investments and existing portfolio companies. The role partners closely with investment teams, portfolio operations, and senior leadership to ensure disciplined underwriting, strong governance, and informed capital allocation decisions. The work environment is typically lean and rigorous, offering meaningful exposure to investment committee processes, portfolio oversight, and fund-level risk management. Day-to-Day ResponsibilitiesInvestment Risk Analysis & Modeling Assess investment risks across financial, operational, market, and structural dimensions Perform downside, sensitivity, and scenario analyses on new and existing investments Evaluate leverage, liquidity, covenant structures, and capital stack risk Due Diligence & Risk Assessment Support diligence across financial, commercial, operational, legal, and regulatory workstreams Identify key risk factors, red flags, and mitigation strategies during underwriting Analyze company performance, KPIs, customer concentration, and unit economics through a risk lens Portfolio Risk Monitoring Monitor portfolio company performance against underwriting assumptions and covenants Track exposure to sector, macroeconomic, and concentration risks Support early-warning indicators and escalation processes for underperforming assets Investment Committee & Governance Support Prepare risk sections for investment memos and committee materials Summarize downside cases, key sensitivities, and potential loss scenarios Present clear, data-backed perspectives on risks, controls, and mitigation strategies Strategic & Transaction Support Support risk evaluation for add-on acquisitions, refinancings, and recapitalizations Assist with exit risk analysis and timing considerations Contribute to post-investment reviews and lessons-learned analyses What Makes This Work Engaging Direct exposure to how private equity firms manage downside risk High-impact analytical work influencing underwriting and portfolio decisions Close collaboration with senior investors and portfolio leadership Accelerated learning in risk management, capital structures, and governance Ideal Candidate Profile This profile reflects the competencies commonly sought for private equity investment risk roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills; experience with sensitivity and scenario analysis preferred Solid understanding of accounting, corporate finance, leverage, and valuation principles Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, risk advisory, consulting, or corporate finance is beneficial Exposure to credit analysis, downside modeling, or risk assessment is a plus Demonstrated interest in investment risk, underwriting discipline, and portfolio oversight Soft Skills & Mindset Strong analytical and critical-thinking skills Ability to identify and communicate risks clearly and concisely High attention to detail and sound judgment under uncertainty Clear written and verbal communication skills Coachability, curiosity, and willingness to challenge assumptions constructively How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and investment risk roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, investment risk, portfolio oversight, and related roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with investment risk cases, downside analysis, and modeling reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionLoan Workout Portfolio Manager – To $135K – Staten Island, NY – Job # 3761 Who We Are:The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position:Our client is seeking to fill a Loan Workout Portfolio Manager role in the Staten Island, NY area. The position is responsible for overseeing portfolios that are distressed, delinquent, or high-risk commercial loans, developing strategies to maximize recovery and minimize losses. This position comes with a generous salary of up to $135K and full benefits package. (This is not a remote position). Loan Workout Portfolio Manager responsibilities include: • Develop and implement workout plan to rehabilitate loans or facilitate orderly exits., • Prepare Credit Reviews to assess asset quality, including performance against original underwriting expectations., • Work with legal counsel on bankruptcies, foreclosure actions, and debt restructurings., • Experience writing policies and procedures for collateral monitoring, workouts, and periodic loan reviews., • Report on the assigned portfolio, including asset quality, stress testing, industry and market analysis, asset allocation, reserves, and non-performing loan analysis., • Draft memos for any substantial changes in a borrower's financial stability or ownership structure. Who Are You?You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: • 3+ years in commercial banking, credit analysis, or special assets/loan workout., • Deep experience with financial analysis., • College degree preferred., • Working knowledge of commercial lending, e.g. commercial real estate, construction and C&I products. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com.

Job Description Summary: Under the direction of the Chief Credit Officer, the 1st VP, Commercial Credit Officer develops and updates credit policies and procedures to comply with regulatory requirements and that are consistent with the Bank’s risk appetite and strategic goals, in light of current economic conditions. In addition, individual provides guidance and input on proposed changes, seeks consensus on the changes, and participates in the communication of the approved changes to the commercial lending units, senior management and any other stakeholders. The 1st VP, Commercial Credit Officer leads a team of Commercial Credit Manager(s) and analysts and oversees the quality of Credit Analysis. Job Responsibilities: Credit Team Management • Manage credit analysis functions pertaining to the underwriting and approval of Commercial Loans., • Monitors and manages the underwriting pipeline, ensuring turnaround time meets senior management expectations, complies with regulatory timelines and enhances the overall client experience., • Exercises the usual authority of a manager including supervising, training, scheduling, performance evaluations, salary recommendations and disciplinary actions., • Demonstrates a commitment and responsibility to Equal Employment and Affirmative Action planning. Resolves any unusual problems that may occur. Credit Process Improvement / Streamline • Serves as a leader and advocates to enact change and innovation within the Credit Department. Creates, assesses, and modifies credit procedures and policies to ensure that the Bank does not initiate loans that have undue risk, in light of changing economic conditions., • Establishes, implements and maintains procedures, and processes to ensure compliance with regulatory guidance and industry best practices. Credit Risk Assessment • Exercises excellent judgement when approving transactions within his/her Credit Authority and recommending approval for those that require a higher level of Credit Authority. Works closely with the Commercial Lending Team to determine the appropriate structure for all types of commercial loans., • Assesses the appropriateness of the risk rating assigned by credit analysts during underwriting. Portfolio Oversight and Credit Risk Management • Reviews credit file reviews performed by Portfolio Managers to identify early warning signs of credit risk and assesses the appropriateness of the assigned risk rating. Approves risk ratings within his/her designated authority., • Identifies loans within the commercial portfolio during the credit file review and underwriting process that demonstrate weakness and may require the assignment of a Watch designation or downgrade into a criticized/classified risk rating category. Presents recommendations to the quarterly Credit Risk Taskforce., • Verifies all files comply with state and federal regulatory conditions and internal controls. Resolves any complex or unusual problems. Team Development / Coaching • Develop, coach and mentor team members., • Create development and training programs for individuals based on experience and goals. Management Committee and Board Reporting • Prepares management reports for Executive Management Operating Committee and the Board of Directors., • Reviews and recommends commercial loan transactions for presentation and approval by the Credit Committee. Technology Enhancement • Seek and implement emerging tools and technology and use broader use of data and analytics to drive deeper insights regarding credit and credit risk practices of the Bank and improve department efficiencies., • Work closely with Commercial Technology Department to ensure that the department is properly using all aspects of the Bank’s Loan Origination System (LOS), and request modifications when there is a need. Regulatory and Policy Compliance • Maintain thorough knowledge of the Bank’s credit policies and procedures as well as credit risk trends, banking regulations and industry best practices., • Ensure all analysis, recommendations and approvals meet the Bank’s internal policies and regulatory requirements. Other Responsibilities • Participate in ad-hoc projects, strategic initiatives and other job-related duties as may be assigned. Weighting of job duties is approximate and may change based on department needs. Required Qualifications: • A Bachelor’s degree in Business Administration, Accounting, Finance, or other related field required;, • Minimum of 15 years experience in Commercial Credit, preferably with lending authority, required;, • Minimum of 7 years leadership experience;, • Personnel management experience required;, • Working knowledge and understanding of commercial loan products, policies, procedures and federal regulations;, • Strong aptitude for figures and accuracy;, • Proven problem solving, decision making, underwriting and analytical skills;, • Demonstrated knowledge of applied accounting and finance concepts as well as proficiency in performing detailed financial analyses;, • Ability to work independently, effectively, and efficiently under time constraints;, • Ability to prioritize and manage multiple assignments with good organizational and time management skills;, • Excellent written and verbal communication skills;, • Demonstrated proficiency with computer software including MS Office applications and other specialized credit analysis and lending software. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Hybrid; 3 days in the office and 2 days work from home based on business need.This arrangement may change without notice.

Job DescriptionCompany Overview Sunrock Distributed Generation is a developer, long-term operator, and financier of solar assets deployed on the properties of businesses, municipalities, and nonprofits across the USA. Leveraging an unmatched network of trusted partners and installers, tech-enabled operational efficiency, and a proprietary underwriting method, we design solar and distributed generation solutions tailored to the needs of organizations previously unable to access the benefits of solar energy. Our approach enables businesses to maximize the benefits of solar and distributed energy solutions, regardless of project size. We offer Power Purchase Agreements (PPA) with zero upfront investment, positioning us as the trusted platform for commercial solar DG projects. Role Description Sunrock is seeking an Engineering Manager to lead all engineering activities associated with its growing portfolio of distributed generation Battery Energy Storage System (BESS) projects. This team member reports directly to senior leadership and will oversee engineering from project origination through design, procurement, construction support, commissioning, and operational handover. The role will work closely with commercial and development teams, EPC partners, equipment suppliers, utilities, and external engineering consultants to ensure projects are technically sound, commercially viable, and execution ready. The successful candidate will help establish engineering standards, improve project delivery processes, and provide technical leadership as Sunrock continues to scale its battery storage platform. Responsibilities Engineering Leadership • Lead engineering activities across a distributed generation BESS portfolio., • Develop engineering strategies and best practices to support project execution., • Manage internal engineering resources and external engineering consultants. Project Development & Technical Due Diligence, • Support project development through technical feasibility assessments and system design., • Evaluate battery technologies, PCS, EMS, transformers, switchgear, and balance-of-plant solutions. Lead equipment selection and technical evaluations., • Review electrical studies including load flow, short circuit, arc flash, grounding, and protection coordination studies., • Identify and mitigate technical risks throughout project development.Design & Delivery, • Manage detailed engineering through IFC design., • Coordinate engineering deliverables with EPC contractors and equipment manufacturers., • Review design packages for quality, constructability, code compliance, and cost optimization., • Support procurement and vendor technical evaluations., • Provide engineering support during construction, commissioning, and energization. QualificationsRequired • Bachelor's degree in Electrical Engineering or a related engineering discipline., • 8+ years of relevant engineering experience, including experience with BESS, distributed generation, renewable energy, power systems, or related energy infrastructure projects., • Strong understanding of power systems, interconnection, protection systems, and battery technologies., • Familiarity with PVsyst or other PV/BESS energy and revenue modeling software or processes., • Understanding of significant BESS related state and federal incentives and markets., • Experience working with EPC contractors, OEMs, utilities, and independent engineering firms., • Strong organizational and communication skills. Preferred, • Professional Engineer (PE) license., • Familiarity with NEC, NFPA, IEEE, UL9540, UL9540A, NFPA 855, and applicable utility standards., • Experience establishing engineering standards, technical processes, or best practices for a growing project portfolio., • Experience managing teams with direct reports. Position Type / Expected Hours of Work The ideal candidate will be located in the Northeast Region with Eastern Time working hours. The role is ideally hybrid with regular collaboration across Sunrock's offices and project sites but can be fully remote within the United States for the right individual. Occasional travel to project sites, customer meetings, and company offices will be required. Compensation $125k-165k base + bonus + equity commensurate with experience

Job DescriptionJob Summary The Vice President, Complex Claims provides executive leadership for Fortegra's Complex Claims function, overseeing the handling, strategic direction, coverage analysis, litigation oversight, and resolution of the Company's highest-severity, major loss, and high-value litigated claims. This role serves as the senior technical and legal claims resource, providing strategic leadership through close collaboration with cross-functional business leaders and external partners, including outside counsel, TPAs, and expert vendors, to optimize claim outcomes, protect the Company's financial interests, identify emerging risks and loss trends, support underwriting profitability, and ensure timely, fair, and compliant claim resolution. Leading the Complex Claims function, the Vice President is responsible for its overall performance, strategic direction, reserving philosophy, litigation management, and operational excellence while driving continuous improvement across people, processes, technology, and vendor partnerships. Minimum Qualifications Education: Juris Doctor (JD) required • 10+ years of progressively responsible commercial casualty claims experience handling high-severity, high-exposure litigated claims across multiple specialty lines., • 7+ years leading complex claims organizations or technical claims teams., • Demonstrated experience partnering with internal and external counsel to develop litigation strategy, evaluate legal and financial exposure, and oversee the resolution of high-value claims., • Experience handling Commercial General Liability, Commercial Auto, Excess Liability, and Professional Liability claims required, inclusive of New York Labor Law. Licensure: Licensed adjuster. Typical Positions Supervised: Director, Claims, Claim Manager, Claim Adjuster, Paralegal Primary Job Functions • Provide executive leadership and technical expertise in guiding complex claims decisions, coverage analysis, litigation strategy, reserve adequacy, and settlement authority for the Company's highest-exposure claims., • Collaborate with Executive Leadership, Legal, Underwriting, Product, Actuarial, Finance, and Reinsurance to identify emerging loss trends, evaluate portfolio exposure, improve underwriting profitability, and support enterprise risk management initiatives., • Oversee small team of complex claims personnel to manage and achieve high standards of productivity, efficiency, and alignment of organizational goals., • Ensure compliance with all local, federal, and state regulations related to claims while minimizing risk/exposure to the organization., • Regularly participate in underwriting, actuarial, and client or broker meetings., • Provide oversight and accountability for outside counsel, forensic experts, and other strategic vendors to ensure consistent litigation management, quality claim handling, cost-effective outcomes, and compliance with company standards., • Demonstrate knowledge of loss severity and trend analysis., • Manage the resolution of claim issues/complaints raised by internal and external business partners., • Provide reserve and settlement authority to claim staff in connection with their requests and recommendations., • Exercise appropriate reserve and settlement authority, providing strategic guidance to claims professionals while balancing legal, financial, and business considerations in the resolution of complex claims., • Build and develop organizational talent. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills and Competencies • Extensive experience overseeing high-severity litigated commercial claims and partnering with internal and external legal counsel on litigation strategy., • Strong understanding of insurance coverage analysis, policy interpretation, and claims litigation management., • Demonstrated ability to evaluate legal risk, financial exposure, and settlement opportunities without serving as litigation counsel., • Ability to influence litigation strategy through collaboration with internal Legal, outside counsel, underwriting, and executive leadership., • Experience leading a complex commercial claims team handling general liability and professional lines claims., • Strong business and financial acumen, including problem-solving skills, data analysis, critical thinking, business analysis and organizational skills., • High level of emotional intelligence, influencing skills, and communication skills to enable collaboration with a variety of key stakeholders including senior executive stakeholders., • Ability to effectively create a collaborative, team-oriented environment including mentoring and motivating team members to be accountable., • Excellent verbal and written communication skills., • Proven ability in the use of metrics and data to drive performance, assure continuous improvement, and increase efficiency., • Broad-based knowledge of claims across multiple specialty lines., • Experience in excess/umbrella, D&O/E&O claims, general liability, and reinsurance is preferred.Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. #LI-Onsite

Job Description Become the newest member of our exciting team at SROA Capital as we redefine self-storage! At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row. SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally. The Acquisitions Associate assists the Acquisitions Team and Senior Management in executing SROA’s overall acquisition strategy through the identification, analysis, and due diligence of potential acquisitions. Duties and Responsibilities • Identify prospective real estate assets within local markets., • Act as an SROA liaison in developing relationships with direct owners in identified growth markets., • Provide analytical reporting and project support to the acquisitions team and senior management., • Assist with financial investment analysis models and proformas., • Assist with due diligence process of prospective acquisitions including review of third-party reports and property conditions., • Conduct market research and analysis including market comps, supply analysis and market share review., • Assemble investment memorandums for senior management and investment committee., • Monitor and analyze the financial performance of acquisitions., • Prepare ad-hoc reports and assist with special projects for senior management as needed., • Additional duties and projects as assigned. Qualifications • Bachelor’s degree in Real Estate, Finance or Business Management preferred., • 1-3 years’ experience in commercial real estate brokerage, real estate acquisitions, finance, or asset management., • Experience conducting investment underwriting, financial analysis, modeling and preparing written investment recommendations., • Proficiency in Microsoft Office, Excel and Power Point required., • Must possess a strong work ethic. Integrity, and commitment to meet deadlines are essential candidate attributes. Must be proactive and self-motivated., • Must demonstrate strong interpersonal communication and writing skills., • Travel 75% of time expected SROA Offers: • Competitive pay with bonus potential, • UKG Wallet – on-demand pay option, • 100% paid medical coverage options for employee-only, • Dental and vision plans for optimal care, • Eight (8) paid holidays, • Generous Paid Time Off (PTO), increasing with years of service, • Paid Maternity and Parental Leave for growing families, • 401(k) with substantial employer match and 100% immediate vesting, • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings, • GAP Insurance for added financial protection, • Employer-paid Life Insurance and Short-Term Disability coverage, • Long-Term Disability (LTD) coverage for added peace of mind, • Pet insurance – because your pets are family too, • Storage Discounts to help you declutter and organize, • Access to Voluntary Benefits for personalized coverage, • Learning and development opportunities to maximize your potential and excel in your career, • A great culture that values collaboration, innovation, and inclusivity SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

Job Description A growing tech-driven commercial insurance company is seeking an experienced Regional Sales Manager to strengthen and expand its relationships with independent insurance agencies and brokers throughout New York City. This is a field-focused, individual contributor position responsible for driving commercial Property & Casualty business through an established distribution network. The territory includes approximately 800 agency and broker relationships, with the greatest concentration across the NYC. The successful candidate will be comfortable spending two to three days per week meeting with agency partners, identifying growth opportunities, providing product education, and increasing new and renewal business. This is not a direct-to-consumer insurance sales position and does not involve managing employees. Employment Type: Full-time permanent Location: Remote - MUST physically reside in New York City (Bronx, Brooklyn, Manhattan, Queens, or Staten Island) Compensation: $100,000-120,000 base + uncapped monthly commission + full benefits (see below) What You'll Do • Manage and develop relationships with independent commercial insurance agencies and brokers across the five boroughs, • Maintain regular contact with an assigned portfolio of agency partners through in-person meetings, video calls, training sessions, and business reviews, • Identify agencies with the potential to generate additional commercial P&C business, • Increase new business submissions, policy placements, and renewal production within the assigned territory, • Build relationships with agency principals, producers, account managers, and other key decision-makers, • Introduce new agency partners and expand the company’s distribution footprint, • Train new agencies and agency employees on available products, underwriting appetite, systems, and submission processes, • Help agency partners identify appropriate insurance solutions for small and mid-sized commercial clients, • Review territory activity and production results to determine where additional engagement or support is needed, • Work closely with underwriting and internal business partners to address agency needs and move opportunities forward, • Support the introduction of new products, programs, and sales initiatives, • Deliver product presentations, virtual training sessions, and platform demonstrations, • Maintain accurate agency, pipeline, meeting, and sales activity information in Salesforce, • Represent the organization at local industry events, association meetings, conferences, and trade shows, • Participate in occasional national or regional team meetings requiring overnight travel Territory and Travel Expectations • Candidates must live within, or in close commuting distance of, New York City, • Regular travel throughout the five boroughs is required, • The position is expected to be in the field approximately two to three days per week, • Most agency visits can be completed within the same business day using a personal vehicle or public transportation, • Occasional overnight travel may be required for company meetings or industry events, • Candidates must be able to independently travel throughout the assigned territory Requirements • At least 3 years of experience in insurance sales, territory management, agency relations, business development, production underwriting, or a comparable distribution-focused role, • Commercial Property & Casualty insurance experience, • Experience managing an established network of independent agents or brokers, • Demonstrated success conducting agency visits, business reviews, product presentations, or producer training, • Understanding of how commercial insurance business is marketed, submitted, underwritten, placed, and renewed through the independent agency channel, • Ability to build credibility with agency principals, producers, account managers, and underwriting partners, • Strong relationship-building, presentation, negotiation, and written communication skills, • Ability to independently organize a high-activity territory and prioritize agency opportunities, • Comfortable using CRM and business productivity tools, including Salesforce, Microsoft Outlook, Excel, and Word, • Bachelor’s degree in business, marketing, insurance, communications, or a related discipline, or equivalent relevant professional experience Highly Preferred • Regional or national commercial P&C carriers, • Commercial insurance wholesalers, MGAs, or program administrators, • Independent insurance brokerages with responsibility for agency or market relationships, • Workers’ Compensation or broader commercial lines organizations, • Production Underwriter or Business Development Underwriter positions involving regular broker visits and territory development, • Territory Marketing Representative, Agency Development Representative, or Field Sales positions supporting independent agencies Benefits • Employee Ownership Program – eligible employees share in the financial rewards as the company grows, • Professional Development Opportunities – access to learning and career growth initiatives, • Owner Referral Program, • Work-from-Home Reimbursement, • Burnalong Digital Health & Wellness Platform – online fitness and wellbeing resources, • Canary Emergency Financial Assistance Program, • Comprehensive Medical, Dental, and Vision Coverage, • Life and AD&D Insurance, • Confidential Employee Assistance Program (EAP), • Health Savings Account (HSA), • Short-Term Disability Coverage, • Voluntary Benefits – supplemental accident, critical illness, and hospital insurance, • Employee Discounts, • 401(k) Plan with company matching contributions, • Paid Time Off Programs, • 11 Company-Paid Holidays ------------------------ At Talencore, we stand against racism and discriminatory practices. We stand against violence. We proudly support and partner with organizations that lift people up so everyone can succeed and thrive, and honour our candidates' experiences, perspectives and unique identity. We are committed to continuing to make diversity, equity, and inclusion part of everything we do – from how we work with our talented candidates to how we support our clients in building their diverse workforce.

Job Description About ParetoHealth ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model. Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs. By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people. Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another. If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: The Talent Business Partner is a full-lifecycle recruiting partner responsible for identifying, attracting, assessing, and closing exceptional talent for Pareto Health. This role owns the recruiting process from initial intake through accepted offer and onboarding handoff, while serving as a trusted advisor to hiring managers throughout the process. More than simply filling open roles, the Talent Business Partner will develop a deep understanding of the business, talent needs, and competitive landscape to help leaders make strong hiring decisions. The ideal candidate is a proactive recruiter who thrives in a fast-paced, high-growth environment, builds strong relationships, and takes accountability for delivering an exceptional candidate and hiring-manager experience. Key Responsibilities: Full-Lifecycle Recruiting • Own the end-to-end recruiting process across an assigned portfolio of roles across all areas of the business including field sales, from kickoff and sourcing strategy through offer acceptance., • Partner with hiring managers to define role requirements, candidate profiles, interview processes, and recruiting strategies., • Develop and execute sourcing strategies to build diverse, high-quality candidate pipelines., • Proactively source passive candidates through LinkedIn, professional networks, referrals, industry relationships, and other channels., • Conduct recruiter screens and assess candidates for skills, experience, motivation, culture contribution, and alignment with Pareto Health's core values., • Manage candidates throughout the interview process, maintaining strong engagement and communication., • Partner with hiring managers to facilitate candidate debriefs and drive timely, thoughtful hiring decisions., • Lead offer strategy, candidate closing, and negotiations in partnership with People leadership and hiring managers., • Collaborate with People Operations to drive an integrated talent process, ensuring alignment on role leveling, compensation, interview execution, offers, and onboarding Hiring Manager Partnership • Serve as the primary talent partner and recruiting advisor for assigned roles., • Build strong relationships with leaders and develop a deep understanding of their teams, objectives, and future talent needs., • Establish clear expectations with hiring managers regarding roles, timelines, interview processes, and decision-making., • Provide market insights related to talent availability, compensation, candidate expectations, and competitive hiring trends., • Coach hiring managers on effective interviewing, candidate assessment, and selection., • Proactively identify recruiting challenges and recommend solutions rather than waiting for issues to arise. Pipeline & Talent Strategy • Build talent pipelines for current and anticipated hiring needs., • Develop creative sourcing strategies for difficult-to-fill and high-priority positions., • Leverage data and recruiting metrics to evaluate pipeline health, identify bottlenecks, and improve recruiting outcomes., • Maintain accurate and timely candidate and requisition information within the applicant tracking system., • Partner with the broader Talent and People teams on employer branding, employee referrals, campus recruiting, and other talent initiatives as needed. Candidate Experience • Create a high-touch, consistent candidate experience from initial outreach through offer acceptance., • Serve as an ambassador for Pareto Health and effectively communicate our mission, culture, values, and employee value proposition., • Maintain timely communication with candidates and ensure they understand expectations and next steps throughout the process., • Balance candidate advocacy with the needs of the business to create successful, long-term hires. Required Skills & Qualifications: • 4+ years of full-lifecycle recruiting experience, preferably within a high-growth or fast-paced organization., • Demonstrated success independently managing multiple requisitions across varying functions and levels., • Proficiency with Greenhouse ATS and LinkedIn Recruiter strongly preferred., • Strong direct-sourcing capabilities and experience engaging passive talent., • Proven ability to develop trusted relationships with hiring managers and senior leaders., • Strong interviewing and candidate-assessment skills., • Experience managing offer processes and successfully closing competitive candidates., • Ability to use recruiting data and market intelligence to influence hiring strategies and decisions., • Excellent communication, organization, and project-management skills., • Comfortable operating with urgency, managing competing priorities, and adapting as business needs change. Perks & Benefits: • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement, • Engaging hybrid work environment We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description BlueLine Capital Group Financial District, Manhattan, NY Full-Time | In-Office | Monday-Friday Sales Executive – Entry Level BlueLine Capital Group is a rapidly growing commercial finance firm specializing in Merchant Cash Advances (MCA) and alternative business financing. As both a direct lender and brokerage, we provide business owners with a full range of financing solutions. Our extensive network of lending partners, combined with our ability to fund deals directly and syndicate opportunities, allows us to provide competitive financing options for our clients. With access to 100+ funding sources, direct lending programs, syndication opportunities, and a steady flow of qualified leads, our sales team has the tools, training, and support needed to build a successful career in commercial finance. We are seeking motivated, competitive, and driven individuals to join our growing team as Sales Executives. This is an entry-level opportunity designed for individuals who are eager to learn, develop their sales skills, and build a career in the financial services industry. No prior MCA or finance experience is required. We provide hands-on training, coaching, and ongoing support to help you learn the industry, develop your sales skills, and advance within the company. Successful Sales Executives will have the opportunity to grow into an Account Executive and eventually Account Manager role, taking on greater responsibility for managing clients, structuring deals, and closing financing transactions. Responsibilities • Make outbound calls and communicate with business owners regarding their financing needs, • Generate and develop new business opportunities, • Follow up with leads and maintain consistent communication with prospective clients, • Learn and understand Merchant Cash Advances and other alternative business financing products, • Build and maintain strong relationships with business owners, • Qualify prospective clients and gather necessary information for financing opportunities, • Work closely with Account Managers, Underwriting, and Processing teams, • Maintain accurate client and prospect information within Salesforce, • Develop strong communication, negotiation, and objection-handling skills, • Meet and exceed daily, weekly, and monthly sales goals, • Take ownership of your pipeline and continuously develop new business opportunities, • Learn the full sales and funding process with the goal of advancing into an Account Executive and Account Manager position Preferred Experience Previous experience is not required. We welcome candidates with backgrounds in: • Sales, • B2B Sales, • Retail Sales, • Financial Services, • Insurance, • Real Estate, • Mortgage, • Recruiting, • Hospitality, • Customer Service, • Business Development, • High-volume or commission-based sales Recent graduates and candidates looking to begin a career in sales and finance are encouraged to apply. Qualifications • No prior MCA or finance experience required, • Strong communication and interpersonal skills, • Confident and professional phone presence, • Competitive, motivated, and goal-oriented, • Comfortable working in a fast-paced, high-energy environment, • Strong work ethic and willingness to learn, • Ability to handle rejection and remain persistent, • Coachable and receptive to feedback, • Self-motivated with a desire to grow professionally, • Previous sales experience is a plus, but not required Compensation & Growth • Competitive base salary, • Industry-leading uncapped commission structure, • Performance-based bonuses and incentives, • Significant earning potential, • Consistent lead flow and opportunities generated by our active sales floor, • Hands-on training from experienced sales professionals and leadership, • Clear career path from Sales Executive → Account Executive → Account Manager, • Opportunity to build your own book of business as you advance Why BlueLine Capital Group? • Direct lender with the flexibility to broker and syndicate deals, • Access to 100+ funding sources, • Consistent, high-quality deal flow, • Extensive training and hands-on coaching, • Dedicated in-house underwriting and processing teams, • Established relationships throughout the commercial finance industry, • Clear opportunities for advancement, • Modern office in Manhattan's Financial District, • Collaborative, competitive, and high-energy environment, • Performance-driven culture with uncapped earning potential Build Your Career in Commercial Finance Whether you have previous sales experience or are looking for your first opportunity in a high-growth sales environment, BlueLine Capital Group provides the training, resources, and career path to help you succeed. If you're driven, competitive, coachable, and ready to build a career, we'd love to hear from you. Apply today and start your career with BlueLine Capital Group! \nCompany Description Blueline Capital Group is a rapidly growing commercial finance firm headquartered in the Financial District of Manhattan. We help businesses across the country secure the working capital they need to grow through customized financing solutions. Our success is built on exceptional people, a collaborative culture, and a commitment to developing top talent. We provide our team with the tools, support, and leadership needed to build long-term, successful careers while creating an energetic, performance-driven environment where hard work is recognized and rewarded. We're looking for motivated professionals who thrive in a fast-paced sales environment and are passionate about helping businesses succeed. If you're competitive, relationship-driven, and looking for unlimited earning potential, Blueline Capital Group is the place to grow your career. Blueline Capital Group is a rapidly growing commercial finance firm headquartered in the Financial District of Manhattan. We help businesses across the country secure the working capital they need to grow through customized financing solutions.\r\n\r\nOur success is built on exceptional people, a collaborative culture, and a commitment to developing top talent. We provide our team with the tools, support, and leadership needed to build long-term, successful careers while creating an energetic, performance-driven environment where hard work is recognized and rewarded.\r\n\r\nWe're looking for motivated professionals who thrive in a fast-paced sales environment and are passionate about helping businesses succeed. If you're competitive, relationship-driven, and looking for unlimited earning potential, Blueline Capital Group is the place to grow your career.

Job Description The RiverStone Group, Founded in 1999 and operating as part of Fairfax Financial Holdings, is a global insurance and reinsurance services organization specializing in legacy (run‑off) insurance management, claims administration, and risk solutions. RiverStone helps insurers and reinsurers transfer and manage discontinued or non‑core portfolios, enabling clients to free up capital and focus on active underwriting businesses. Location: Remote or Hybrid in Manchester, NH/Garden City, NY Summary Reporting to the Unit Manager, this role will be responsible for direct handling of commercial claims specific to General Liability and/or Excess General Liability. Familiarity with SME (small to midsize enterprises) insureds involving premises liability, including but not limited to franchisees, hotels, and restaurants/entertainment. Duties include investigation and evaluation of coverage, liability, risk transfer (i.e. indemnification and/or tender application), and damages issues. The role will be responsible for claim and coverage evaluation, establishment/recommendation of adequate reserves, litigation management, liability and damage analysis in detail, case resolution and best claims outcome, and transaction processing in alignment with the Company’s and Client’s Strategic Vision. What you'll do • Direct handle commercial and business general liability claims, • Mentors and guides less experienced claim analysts., • Manages external relationships including third party administrative oversight., • Anticipates and identifies risks and opportunities on coverage and liability., • Anticipates and identifies transfer of risk, tender and/or indemnification., • Directly handles and/or assists in monitoring, reviewing, and coordinating the activities involving commercial and/or personal lines insurance claims, including analysis of coverage issues, establishment of adequate reserves, and the resolution and closure of claims., • Reviews loss notices; confirms and interprets policy coverages; establishes adequate reserves; and investigates and handles claims involving primary, umbrella, and/or excess policies., • Manages litigation with Preferred Counsel under Alternative Fee Arrangements or other defense fee structures. Pursues and maximizes all risk transfer opportunities by contract or by insurance policy language., • Assigns and manages work of defense counsel, assignment of expert witnesses and interfacing with peer carriers including design and execution of defense and indemnity contracts, evaluation of liability and damages and participation in settlement negations., • Ensures proper file setup, reserving, general handling, and application of company procedure., • Participates in developing claims handling strategies, including defense coordination, litigation strategy, motion practice, and budgets, and expense control., • Records specific claims information and reports as appropriate to a manager relative to pertinent financial and general statistical records., • Maintains diary control, investigates, analyzes, and reports to ensure maintenance of proper reserves to reflect the company’s exposure and reports to our Reinsurance Department to assist in providing notice to reinsurers and the Reinsurance Department’s recovery of specific amounts when payment exceeds the company’s retention., • Handles large volume of diverse and dynamic claims effectively., • Assists in Due Diligence inquiries as assigned. What you bring • At least seven (7) years of Commercial GL experience, some of which with Excess Trucking., • Excess GL preferred, Primary GL required Education Preferred • CPCU, SCLA, CCLA Why Join Us • Work on high-impact, complex claims, • Collaborate with a smart and people-oriented group of legal and claims professionals, • Competitive compensation and growth opportunities, • Health Reimbursement account that pays you to golf, exercise, and more!

Job Description About ParetoHealth ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model. Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs. By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people. Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another. If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: The Growth team at Pareto plays a central role in shaping the company's growth strategy, enabling commercial success, and supporting executive team decision-making. We partner closely with senior leadership and cross-functional teams to explore new growth opportunities, evaluate strategic partnerships, and translate complex analysis into clear, actionable direction. The Director, Growth Strategy will play a pivotal role in advancing Pareto's growth strategy and supporting top-priority strategic initiatives with high executive visibility. This role is ideal for a highly analytical, structured thinker with strong executive presence who thrives in ambiguity and enjoys both identifying key business and market insights and partnering with the internal team to operationalize and drive impact. Key Responsibilities: Leveraging prior experience in management consulting, banking, corporate development, and/or corporate strategy, you will help define strategy, support execution, and drive measurable business outcomes. You will work closely with executive leadership, commercial teams, and cross-functional partners to evaluate opportunities, align teams, and operationalize decisions. Key responsibilities include: • Support executive leadership and Board of Directors discussions, including preparation of high-quality analyses and board slides, • Lead and support enterprise-level strategic initiatives, including regional growth initiatives, partnerships, and new opportunities, • Independently scope strategic problems, develop structured workplans, and drive projects from analysis through recommendation and execution, • Partner closely with commercial, product, and operations teams to ensure alignment and execution of strategic priorities, • Size opportunities and business impact using rigorous quantitative analysis and financial modeling., • Develop clear, compelling executive narratives and presentations, simplifying complex topics for senior stakeholders, • Monitor outcomes, build reporting, and manage performance metrics to ensure strategies translate into results. Partner closely with Rev Ops team to operationalize insights and align to Sales processes and tracking., • Mentor and develop more junior team members as a colleague, fostering structured thinking and high-quality delivery. Opportunity to grow into people manager role with direct reports. Required Qualifications / Skills: • 8-10 years of experience in a dynamic, fast-moving environment, with background in management consulting, investment banking, corporate development, and/or corporate strategy, • Strong preference for candidates who have consulting or banking experience followed by in-house experience, • Exceptional structured problem-solving and quantitative skills, including ability to derive insights from complex data, • Demonstrated expertise in storyboarding, executive storytelling, and presentation development, including facilitating live executive discussions, • Strong executive presence with the ability to listen, synthesize, influence, and communicate clearly, • Comfort operating in ambiguity; ability to simplify complex, cross-functional challenges into clear strategic direction, • Proven ability to manage multiple concurrent priorities and work effectively in a matrixed organization, • Experience leading significant workstreams or owning projects end-to-end, especially in coordination with go-to-market / commercial team, • Bachelor's degree required; MBA or other advanced degree preferred, • Experience in healthcare, specifically healthcare insurance, benefits, or payer-related segments preferred, • Advanced proficiency in PowerPoint and Excel; strong attention to detail and polish Perks & Benefits: • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement, • Engaging hybrid work environment We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific Responsibilities and Duties: • Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts, • Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process, • Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete., • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients, • Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome, • Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client, • Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation, • Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary, • Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier, • Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients, • Draft templates for client form letters by developing various product line subject matter and applying to specific client situations ., • Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate, • Assist in maintaining licensing schedule and carrier licensing records, • Assist with any marketing material, sales campaigns, etc., • Assist with general administrative duties in office: mail, phones, scanning of client documents, and special projects. Basic Responsibilities: • Respond to incoming calls, e-mails, mail and in-person requests, • Comply with company policies, practices and procedures, • Attend meetings and prepare follow-up as needed, • Set goals, prioritize and execute duties of the position, • Manage documents, files and electronic information in an organized, efficient and secure manner, • Interact with customers in a professional and pleasant manner, • Represent company as a professional in appearance and manner, • Communicate written and oral communication at the highest level of professionalism and integrity, • Perform quality and quantity duties as expected for position, • Complete company required training courses as assigned Qualifications: • Bachelor's degree (B.A.) from four year college or university; or, • Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education, • Ability to train for and obtain a New York State Property & Casualty license Salary Range: $90,000 - $100,000

Job DescriptionDescription: Insurance Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Insurance Manager. Position Overview: The Insurance Manager will lead the life insurance, long-term care, and annuities division within OnePoint BFG, reporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients. Key Responsibilities: • Underwriting & Placement:, • Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients., • Illustration Production:, • Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations., • Team Building & Management:, • Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence., • Training & Development:, • Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, long-term care, and annuity products., • Business Development:, • Identify and pursue opportunities to expand OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives., • Advisor Support:, • Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process.Requirements: Qualifications: • Minimum 8 years of experience in life insurance, long-term care insurance, and annuities, preferably within a registered advisory or broker-dealer environment., • Bachelor’s degree in business, finance, or a related field; advanced credentials (CLU, ChFC, CFP) are highly valued., • Demonstrated expertise in underwriting, placement, and illustration production for insurance and annuity products., • Strong understanding of regulatory requirements and compliance standards., • Proven track record in team leadership and staff development. Desired Skills and Competencies • Exceptional leadership and team management abilities., • Outstanding communication and interpersonal skills., • Strategic thinking and business development acumen., • Comprehensive industry knowledge and technical proficiency in insurance and annuities., • Ability to build effective relationships with advisors, carriers, and partners., • Problem-solving orientation and attention to detail. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. ` Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Job Description Commercial Finance Advisor | Capital Advisory & Business Development Location: Rockville Centre, NY (In Office and/or Remote) Employment Type: Full-Time, Part-Time Compensation: Uncapped Commission + Performance Bonuses + Significant Long-Term Growth Opportunities Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence. This is not a traditional bank Relationship Manager position and it is not a salaried portfolio-management role. We are selecting experienced professionals who want to leverage their commercial banking background and relationships to build a long-term Capital Advisory practice on the Evolution platform. Founded in 2015, Evolution Capital Group has facilitated more than $700 million in financing for businesses and investors. Our platform provides Capital Advisors with access to a broad range of bank, non-bank, institutional, private credit, and direct investment solutions. Instead of being limited by one bank's credit box, product set, geographic appetite, or balance sheet, our advisors can evaluate the client's entire capital need and work with our underwriting and capital teams to identify an appropriate solution. Who We're Looking For We are particularly interested in professionals with backgrounds such as: • Commercial Relationship Managers, • Business Banking Relationship Managers, • Middle-Market Bankers, • Commercial Loan Officers, • SBA Business Development Officers, • Commercial Real Estate Lenders, • Treasury Management / Cash Management professionals with strong business-owner relationships, • Private Credit or Commercial Finance professionals The ideal candidate has spent several years developing trusted relationships with business owners and commercial clients and understands how to identify financing opportunities through those relationships. An existing network or book of commercial relationships is strongly preferred. What You'll Do As a Capital Advisor on the Evolution platform, you will: • Develop and manage relationships with business owners, investors, and referral partners., • Identify financing and capital needs within your existing and developing network., • Advise clients across a significantly broader financing platform than a traditional single-bank product set., • Work alongside Evolution's underwriting and transaction team to structure, package, and execute transactions., • Develop relationships with CPAs, attorneys, bankers, wealth advisors, M&A professionals, insurance professionals, and commercial real estate professionals., • Build a recurring book of commercial finance and advisory relationships., • Represent the Evolution brand professionally within the business community. Capital Solutions Our platform provides access to solutions including: Commercial Finance • Term Loans, • Business Lines of Credit, • Asset-Based Lending, • Accounts Receivable & Inventory Financing, • Revenue-Based Financing, • Factoring Government & Bank Lending • SBA 7(a), • SBA 504, • Conventional Commercial Lending Real Estate • Commercial Real Estate Financing, • Investment Real Estate, • Bridge Financing, • Construction & Transitional Financing Corporate & Private Credit • Acquisition Financing, • Private Credit, • Structured Credit, • Growth Capital, • Select Direct Investment Opportunities Why Experienced Commercial Bankers Are a Strong Fit Commercial bankers often spend years building valuable relationships but remain limited by the products and credit appetite of a single institution. Evolution provides a broader platform. When a transaction doesn't fit one lender's credit box, the conversation doesn't necessarily end. Our advisors can work with Evolution's underwriting and capital network to evaluate multiple financing structures and potential capital sources while maintaining the client relationship. Our goal is to help experienced relationship managers evolve from representing one institution's balance sheet to advising clients across the broader commercial capital markets. The Evolution Platform Advisors are supported by a professional infrastructure designed to help them originate and execute transactions. Our team includes experienced CPAs, CFP® professionals, commercial bankers, underwriters, and finance professionals. Evolution provides: • Centralized underwriting and deal assessment, • Transaction packaging and lender presentation, • Capital-source relationships, • Deal structuring support, • Transaction and closing coordination, • CRM and technology infrastructure, • Professional branding and marketing support, • Office and conference facilities, • Broad commercial finance product access You build and own your relationships. We help you execute. The Right Candidate This opportunity is best suited for someone who: • Has meaningful commercial banking or commercial finance experience., • Has an established network of business owners and professional referral relationships., • Understands financial statements, credit, cash flow, and commercial lending fundamentals., • Is comfortable developing new business and maintaining long-term client relationships., • Has an entrepreneurial mindset., • Wants greater product flexibility than a traditional banking environment provides., • Values professional, relationship-driven advisory over transactional selling., • Wants to build a long-term book of business under a sophisticated financial platform. Important: This Is Not a Traditional Employment Position We are not hiring traditional salaried bank employees. We are selecting a limited number of Capital Advisors who will represent the Evolution brand and build their own commercial advisory practices utilizing our platform. Compensation is performance-based and designed to reward advisors for the business and relationships they develop. For the right commercial banking professional, this represents an opportunity to transition from managing relationships for one financial institution to building a long-term advisory practice supported by a broad capital platform. About Evolution Evolution Capital Group was founded in 2015 to provide businesses and investors with sophisticated access to commercial capital. Since inception, our team has facilitated more than $700 million in financing across commercial lending, private credit, real estate, acquisition financing, asset-based lending, and specialty finance. Capital. Advisory. Execution. Work Location: Hybrid remote in Rockville Centre, NY 11570 \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

Job DescriptionPortfolio Returns Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Portfolio Returns Analyst description represents the type of early-career, analytics-focused private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment and portfolio analytics roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal-level and portfolio-wide performance measurement, valuation analysis, and return attribution. Individuals in roles like this focus on understanding how investments perform over time, how value is created post-close, and how portfolio returns compare to underwriting expectations. The role partners closely with investment teams, portfolio operations, and senior leadership to deliver clear insights into realized and unrealized performance. The work environment is typically lean and data-driven, offering exposure to fund economics, valuation processes, and portfolio performance reviews. Day-to-Day ResponsibilitiesPortfolio Returns & Performance Analysis Track and analyze deal-level and portfolio-level returns (IRR, MOIC, DPI, TVPI) Monitor realized vs. unrealized performance across portfolio companies Perform return attribution analysis to identify drivers of value creation Valuation & Financial Analysis Support quarterly and ad hoc valuation updates for portfolio companies Analyze operating performance relative to underwriting assumptions Update valuation models using comparable companies, precedent transactions, and performance metrics Portfolio Monitoring & Reporting Maintain portfolio dashboards tracking financial performance, leverage, and KPIs Support internal performance reviews and investment committee discussions Prepare portfolio performance summaries for senior leadership and LP reporting Investment Committee & Stakeholder Support Assist in preparing materials highlighting portfolio returns, trends, and risks Communicate performance insights and key takeaways in a clear, data-driven manner Support post-investment reviews and lessons-learned analyses Strategic & Transaction Support Support analysis related to follow-on investments, add-ons, and exit timing Assist with scenario analysis for refinancing, recapitalizations, and exits Contribute to performance evaluation for new investments and portfolio optimization initiatives What Makes This Work Engaging Deep exposure to how private equity returns are generated and measured Direct involvement in portfolio performance reviews and valuation processes High-impact analytical work informing exit strategy and capital decisions Accelerated learning in fund performance, valuation, and portfolio management Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio returns–focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills; experience with performance dashboards is a plus Solid understanding of valuation methodologies and return metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, asset management, valuation, or corporate finance is beneficial Exposure to portfolio monitoring, valuation, or fund reporting is a plus Demonstrated interest in investment performance analysis and returns Soft Skills & Mindset Strong analytical mindset with attention to detail Ability to translate complex performance data into clear insights Clear written and verbal communication skills Comfortable working across multiple investments simultaneously Curious, coachable, and motivated to learn portfolio-level decision-making How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio analytics, and performance-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio returns, valuation, and performance analysis cases Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets. Our platform is built for professionals seeking real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Deal Flow Analysts to support the intake, qualification, and positioning of investment opportunities within our investor and fund manager network. This is not an employment role. Deal Flow Analysts operate as independent contractors, activated through a verification and approval process. Once approved, Deal Flow Analysts: Identify, screen, and qualify investment opportunities Support deal intake and early-stage evaluation Prepare high-level deal summaries and context for capital partners Coordinate introductions and diligence handoff Earn transaction-based compensation on deals that close Build a verified transaction track record within the Initio Sphere ecosystem This role is ideal for professionals with analytical judgment and exposure to deal environments, including former analysts, operators, consultants, intermediaries, and capital-adjacent professionals. What You’ll Do (Approval-Based) Approved Deal Flow Analysts may: Source or receive proprietary and referred investment opportunities Evaluate deal fit against investor and sponsor criteria Prepare high-level deal context (asset, structure, economics, investment thesis) Submit qualified opportunities through the Initio Sphere platform Coordinate initial introductions between deal principals and capital partners Support early-stage diligence handoff to internal analyst teams Deal Flow Analysts do not perform financial modeling, underwriting, or capital raising. Eligible Deal Types Based on approval and experience, Deal Flow Analysts may work across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on analytical background and demonstrated deal familiarity. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and analyst contribution No caps on earnings for consistently high-quality deal qualification Activation Process To become a Deal Flow Analyst: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin reviewing, qualifying, and submitting opportunities There is no cold outreach to funds and no blind pitching. All deal activity flows through curated, platform-driven channels. Compliance Notice Deal Flow Analysts do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to deal evaluation, qualification, and introduction and must comply with applicable securities laws. Who This Role Is For Analysts or associates seeking real transaction exposure Operators and consultants close to deal evaluation Intermediaries or advisors with analytical deal judgment Capital-adjacent professionals looking to build a verifiable deal record Why Join Initio Sphere Gain exposure to real private market transactions Earn per closed deal without employment constraints Work directly with credible capital allocators and sponsors Build signal, trust, and a documented deal history Operate inside a single ecosystem for deal flow, credibility, and upside

Job DescriptionPortfolio Intelligence Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Intelligence Analyst description represents the type of early-career portfolio analytics and insights roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio-focused roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles within private markets investment firms. More information is available at careerlaunch.ai. About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a highly analytical Portfolio Intelligence Analyst to help transform portfolio data into actionable insights. Individuals in roles like this focus on understanding portfolio performance drivers, identifying risks and opportunities, and supporting investment and operating teams with forward-looking intelligence rather than raw reporting alone. The work environment is typically lean, offering meaningful exposure to portfolio companies, investment committees, and firm leadership. Day-to-Day ResponsibilitiesPortfolio Performance Intelligence Analyze financial and operational performance across portfolio companies Identify trends, anomalies, and key drivers impacting portfolio outcomes Track performance versus underwriting cases, budgets, and strategic plans KPI Analysis & Insight Generation Evaluate portfolio KPIs related to growth, profitability, liquidity, and efficiency Develop insight-driven summaries highlighting risks, opportunities, and inflection points Support standardization of KPI definitions and performance benchmarks Investment & Operating Team Support Partner with investment professionals and operating teams to answer strategic questions Provide analytical support for value-creation initiatives and performance improvement plans Translate complex analyses into clear narratives for decision-makers Portfolio Reviews & Investment Committee Support Prepare materials for portfolio reviews, operating partner meetings, and IC discussions Synthesize portfolio data into executive-ready insights and recommendations Highlight portfolio-wide themes and cross-company learnings Strategic & Ad Hoc Analysis Support analysis for add-on acquisitions, refinancing, and exit readiness Assist with portfolio stress-testing, scenario analysis, and downside assessments Contribute to continuous improvement of portfolio intelligence processes What Makes This Work Engaging High visibility into post-investment performance and decision-making Opportunity to influence value creation across multiple portfolio companies Exposure to senior investors, operating partners, and executives Strong foundation for careers in investing, portfolio operations, or strategy Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio intelligence and analytics roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, or related field Strong Excel and financial analysis skills; experience with dashboards or BI tools is a plus Solid understanding of financial statements, KPIs, and performance analysis Familiarity with private markets or portfolio company reporting preferred Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, consulting, FP&A, strategy, or analytics preferred Demonstrated interest in portfolio management, value creation, or buy-side analytics Soft Skills & Mindset Strong analytical judgment and ability to move from data to insight Clear written and verbal communication skills Structured thinker comfortable with ambiguity Ownership mindset and proactive problem-solving approach Curious, coachable, and motivated to learn how portfolios perform in practice How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and private markets roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, private credit, venture capital, investment banking, and strategy roles Recruiter & Hiring Manager Outreach Human-led outreach to investment professionals and operating teams Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications, outreach, and interviews End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with portfolio analytics, performance interpretation, and investment cases Behavioral and technical interview preparation Continued Support Ongoing guidance throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionEntry Private Markets Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Entry Private Markets Analyst description represents the type of early-career private markets investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive entry-level buy-side roles across private equity, growth equity, and private capital that may not be publicly posted. Career Launch AI provides tools, outreach support, and structured guidance to help candidates connect with hiring teams and pursue competitive investment careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private markets firm (representative of firms within our network) may seek an analytically driven Entry Private Markets Analyst to support investment professionals across the deal and portfolio lifecycle. This role is designed for candidates at the very beginning of their buy-side careers, offering hands-on exposure to investment analysis, financial modeling, diligence support, and portfolio monitoring. Teams are typically lean, allowing analysts to gain meaningful insight into how investment decisions are made and executed. Day-to-Day ResponsibilitiesInvestment Analysis & Financial Modeling Support the creation and maintenance of basic to intermediate financial models, including operating models, DCFs, and introductory LBO analyses Assist in analyzing returns, capital structures, and scenario sensitivities Perform valuation work using comparable companies, precedent transactions, and simplified intrinsic methods Help prepare analytical support for new investments and add-on opportunities Due Diligence & Market Research Assist with diligence across financial, commercial, and operational workstreams Analyze company performance metrics, KPIs, customer trends, and unit economics Conduct industry, market, and competitive research to support investment theses Compile and summarize findings from third-party diligence providers Investment Committee & Deal Process Support Support preparation of investment memos, exhibits, and presentation materials Help organize diligence findings, risks, and key assumptions Assist in preparing materials for internal investment discussions Provide analytical support throughout the transaction process Portfolio Company & Post-Investment Support Assist with portfolio company performance tracking and KPI dashboards Support analysis related to operational initiatives and growth planning Contribute to evaluation of bolt-on acquisitions, refinancings, and exit scenarios Help monitor portfolio performance versus original underwriting assumptions What Makes This Work Engaging Exposure to real transactions and live investment processes Interaction with senior investors, management teams, and founders Steep learning curve across private markets, finance, and strategy Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the capabilities commonly sought for entry-level private markets analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and comfort working with financial models and data Foundational understanding of accounting, corporate finance, and valuation concepts Experience (Formal or Informal) Prior internships, coursework, or project experience in finance, investing, consulting, or corporate strategy is beneficial Demonstrated interest in private markets, investing, or transaction-oriented work Soft Skills & Mindset Strong attention to detail and willingness to learn Clear written and verbal communication skills Ability to manage multiple tasks in fast-paced environments Coachable, curious, and proactive How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive entry-level finance and buy-side roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles using tailored resumes Targeted search across private equity, growth equity, venture capital, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations rather than relying only on job portals Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private markets case studies and financial modeling reviews Behavioral and technical interview preparation appropriate for entry-level candidates Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job DescriptionDescriptionWe are seeking a driven and experienced Marketing Manager to lead quoting and submission processes for new and renewal commercial insurance business. This role requires a blend of industry knowledge, marketing acumen, and carrier portal proficiency to ensure our clients receive timely, competitive insurance solutions. You’ll work closely with producers and account managers to support client needs while deepening carrier relationships. Key Responsibilities • Quote new and renewal business (small, mid-size, and large accounts) using carrier rating portals, • Submit to standard carriers and wholesalers for difficult-to-place risks, • Attend monthly carrier meetings and maintain strong relationships, • Track all submissions and communications with carriers, • Coordinate with producers/account managers to gather and provide underwriting data, • Maintain and manage carrier portal logins and system access, • Monitor carrier appetites and explore new market opportunities as needed Skills, Knowledge and Expertise • 5+ years of experience in a marketing role within the insurance industry, • Active Property & Casualty Insurance License, • Strong understanding of insurance carrier portals and quoting systems, • Tech-savvy with the ability to learn new rating systems, • Excellent verbal and written communication skills, • Ability to work both independently and collaboratively, • Prior experience submitting to wholesalers, • Familiarity with carrier appetites and coverage comparisons, • Knowledge of small, mid-size, and large commercial account placements Benefits • 401(k) with employer matching, • Health, dental, vision, and life insurance, • Paid time off, • Opportunities for annual raises and bonuses You're a proactive and detail-oriented insurance marketing professional who thrives in a collaborative environment. You enjoy working with carrier systems, finding solutions for complex risks, and contributing to a growing agency. Your insurance knowledge is solid, and your communication skills are even stronger.

Job Description Here’s the updated job description tailored for the title Investment Discovery Partner, highlighting deal origination, market insight, and partnership with capital allocators while keeping the independent contractor, deal-based structure: Investment Discovery Partner Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality deal flow, certified analyst support, and institutional infrastructure across private markets. Our platform is designed for professionals seeking real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing pipelines. Role Overview Initio Sphere is onboarding Investment Discovery Partners to identify, evaluate, and introduce high-potential investment opportunities to our investor and fund manager network. This is not an employment role. Investment Discovery Partners operate as independent contractors and are activated through a verification and approval process. Once approved, Partners: Source and submit off-market or proprietary investment opportunities Work directly with capital allocators and deal sponsors on live opportunities Earn performance-based compensation for transactions that close Build a verified track record of sourced deals within the Initio Sphere ecosystem This role is ideal for professionals who are well-connected, market-aware, and close to active deal flow, including operators, advisors, brokers, and intermediaries. What You’ll Do (Approval-Based) Approved Investment Discovery Partners may: Source proprietary or semi-proprietary investment opportunities Introduce deals to Initio Sphere’s investor and sponsor network Provide high-level deal context (asset, structure, size, economics, investment thesis) Coordinate initial introductions between deal principals and capital partners Support early-stage diligence handoff (analysts handle modeling, valuation, and underwriting) Partners are not responsible for: Financial modeling or underwriting Raising capital Preparing investment memoranda Providing investment advice Eligible Deal Types Based on approval, Investment Discovery Partners may submit opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or distressed investments Deal categories are approved based on experience, sourcing credibility, and access to proprietary opportunities. Compensation & Economics Partners earn success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed deal Payments issued upon successful transaction close and fee collection Exact economics vary by deal size, structure, and Partner contribution No caps on earnings for consistently high-quality deal sourcing How Partners Get Activated Submit an Investment Discovery Partner application with background and sourcing experience Complete verification and deal category approval Get activated within the Initio Sphere platform Begin submitting qualified deals to the network There is no cold pitching or blind outreach. Approved deals are introduced through curated, platform-driven channels. Compliance Notice Investment Discovery Partners do not: Provide investment advice Solicit securities Market investments to the public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, early validation, and relationship facilitation and must comply with applicable securities laws. Who This Role Is For Operators with visibility into live transactions Brokers, intermediaries, or advisors with proprietary deal flow Founders or consultants close to capital needs Networked professionals who consistently track early-stage opportunities Why Join Initio Sphere as an Investment Discovery Partner Monetize deal flow without raising a fund Earn performance-based upside without underwriting risk Work directly with credible capital allocators and sponsors Build long-term reputation, trust, and sourced deal track record Operate within a single ecosystem for sourcing, credibility, and scalable upside

Job Description Certified Independent Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect private equity firms, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets. Our platform is designed for professionals who want real exposure, real upside, and real credibility—not job boards, not spreadsheets, and not unpaid sourcing. Role Overview Initio Sphere is onboarding Private Equity Deal Scouts to identify, originate, and introduce qualified private equity investment opportunities to our investor and fund manager network. This is not an employment role. Private Equity Deal Scouts operate as independent contractors, activated through a verification and approval process. Once approved, Deal Scouts: Source and submit qualified off-market or proprietary private equity deals Work directly with private equity funds, family offices, and capital sponsors on live opportunities Earn transaction-based compensation for deals that close Build a verified private equity deal track record within the Initio Sphere ecosystem This role is ideal for professionals already close to PE-relevant deal flow, including operators, intermediaries, advisors, consultants, and networked professionals embedded in operating businesses. What You’ll Do (Approval-Based) Approved Private Equity Deal Scouts may: Source proprietary or semi-proprietary operating company investment opportunities Introduce deals to Initio Sphere’s private equity and capital partner network Provide high-level deal context (business overview, ownership structure, transaction type, and investment thesis) Coordinate initial introductions between business owners, management teams, and capital partners Support early-stage diligence handoff (Initio Sphere analysts handle financial modeling and underwriting) Deal Scouts are not responsible for underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval, Private Equity Deal Scouts may submit opportunities across: Lower-middle-market and middle-market buyouts Minority and majority growth equity investments Founder-led and family-owned business transactions Platform acquisitions and add-on opportunities Special situations and structured private equity deals Deal categories are approved based on demonstrated experience and sourcing credibility. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Exact economics vary by deal size, structure, and Scout involvement No cap on earnings for consistently high-quality private equity deal flow Activation Process To become a Private Equity Deal Scout: Submit an application with background and sourcing details Complete verification and private equity category approval Get activated within the Initio Sphere platform Begin submitting qualified private equity deals There is no cold outreach to funds and no blind pitching. Approved deals are introduced through curated, platform-driven channels. Compliance Notice Private Equity Deal Scouts do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, introduction, and relationship facilitation and must comply with applicable securities laws. Who This Role Is For Operators with direct insight into operating businesses and ownership transitions Intermediaries and advisors with proprietary private equity deal flow Consultants, executives, or founders close to capital events Networked professionals who consistently hear about PE-relevant opportunities early Why Join Initio Sphere Monetize private equity deal flow without building a fund Earn on transactions without underwriting or balance-sheet risk Work directly with credible private equity sponsors and allocators Build long-term signal, trust, and verified PE deal history One ecosystem for sourcing, credibility, and upside

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality investment opportunities, analyst support, and institutional infrastructure across the private markets. Our platform is built for professionals who want real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investor Access Specialists to support controlled, high-quality access between qualified investment opportunities and our investor and fund manager network. This is not an employment role. Investor Access Specialists operate as independent contractors, activated through a verification and approval process. Once approved, Investor Access Specialists: Facilitate access to investors and capital partners for qualified opportunities Ensure opportunities are properly positioned before investor introduction Coordinate compliant introductions within the private capital network Earn transaction-based compensation on closed deals Build a verified investor-access track record within the Initio Sphere ecosystem This role is ideal for professionals trusted by both operators and investors and skilled at managing access, context, and timing. What You’ll Do (Approval-Based) Approved Investor Access Specialists may: Source or receive proprietary and referred investment opportunities Assess opportunity readiness and investor relevance Prepare and share high-level deal context (asset, structure, economics, investment thesis) Coordinate initial introductions between deal principals and investors Support early-stage diligence handoff to internal analyst teams Investor Access Specialists are not responsible for underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval and experience, Investor Access Specialists may support opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on experience, investor familiarity, and access credibility. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and specialist contribution No caps on earnings for consistently high-quality investor access facilitation Activation Process To become an Investor Access Specialist: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin facilitating qualified investor introductions There is no cold outreach to investors and no blind pitching. All introductions occur through curated, platform-driven channels. Compliance Notice Investor Access Specialists do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to access facilitation and deal introduction and must comply with applicable securities laws. Who This Role Is For Operators with trusted investor relationships Advisors and consultants embedded in investor networks Intermediaries focused on access and coordination rather than execution Networked professionals who manage investor introductions with discretion Why Join Initio Sphere Monetize investor access without launching a fund Earn on closed transactions without underwriting risk Work directly with credible investors and fund managers Build long-term signal, trust, and a verified access history Operate inside one ecosystem for opportunity flow, access, and upside

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. Our platform is built for professionals who want real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Pipeline Specialists to help identify, qualify, and introduce investment opportunities into our investor and fund manager network. This is not an employment role. Investment Pipeline Specialists operate as independent contractors, activated through a verification and approval process. Once approved, Investment Pipeline Specialists: Source and submit qualified investment opportunities Introduce deals into a curated private capital network Support early-stage deal intake and positioning Earn transaction-based compensation on closed deals Build a verified deal history within the Initio Sphere ecosystem This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals. What You’ll Do (Approval-Based) Approved Investment Pipeline Specialists may: Source proprietary or semi-proprietary investment opportunities Qualify deals for investor and sponsor relevance Submit opportunities through Initio Sphere’s platform Provide high-level deal context (asset, structure, economics, investment thesis) Coordinate initial introductions between deal principals and capital partners Support early-stage diligence handoff (analyst teams handle modeling and underwriting) You are not responsible for underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval and demonstrated experience, Investment Pipeline Specialists may submit opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on sourcing credibility and background. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and specialist contribution No caps on earnings for consistently high-quality pipeline contribution Activation Process To become an Investment Pipeline Specialist: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin submitting qualified opportunities to the network There is no cold outreach to funds and no blind pitching. All deal introductions occur through curated, platform-driven channels. Compliance Notice Investment Pipeline Specialists do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, qualification, and introduction, and must comply with applicable securities laws. Who This Role Is For Operators with visibility into real transactions Brokers and intermediaries with proprietary or early deal flow Advisors, consultants, or founders close to capital needs Networked professionals who consistently hear about deals early Why Join Initio Sphere Monetize deal flow without launching a fund Earn on transactions without underwriting risk Work directly with credible capital allocators Build long-term signal, trust, and verified deal history Operate inside a single ecosystem for sourcing, credibility, and upside