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NO THIRD-PARTY RECRUITERS ROLE SUMMARY Matthews is seeking a Research Analyst to conduct fundamental equity research and investment analysis in support of Portfolio Managers. The ideal candidate is an independent thinker with a strong passion for investing, intellectual curiosity, and a collaborative mindset. This role can be based in either San Francisco or Hong Kong. KEY RESPONSIBILITIES • Conduct in-depth fundamental equity research and investment analysis., • Perform quantitative and qualitative analysis of individual companies, including evaluation of financial and non-financial performance drivers., • Analyze industries, business models, products, and services., • Assess company management teams and participate in meetings both in person and via teleconference., • Build and maintain financial models, valuation analyses, and forecasts., • Monitor portfolio holdings and fund performance, including asset allocation, risk exposure, and diversification., • Evaluate macroeconomic trends, political developments, currency movements, commodities, and regional and country-specific risks impacting portfolio companies., • Collaborate closely with internal partners across risk management, compliance, distribution, and marketing., • Engage with current and prospective investors and support marketing and client communications efforts., • Travel internationally, including to emerging market countries, approximately 20–25%. QUALIFICATIONS • Bachelor’s degree required; MBA and/or CFA designation strongly preferred., • Minimum of two years of fundamental equity research experience; emerging markets and Asia experience strongly preferred., • Proficiency in multiple languages is a plus., • For U.S.-based candidates, permanent U.S. work authorization is required. SKILLS & COMPETENCIES • Demonstrated passion for investing and strong analytical capabilities., • Independent, initiative-taking mindset with sound judgment and integrity., • Ability to work effectively in a highly collaborative and diverse team environment., • Proficiency with Bloomberg and FactSet. THE COMPANY Matthews International Capital Management, LLC (“Matthews”) is an independent, privately owned investment manager headquartered in San Francisco, with offices in Hong Kong and London. Founded in 1991, Matthews specializes in active equity investing across Asia and Emerging Markets for institutions, advisors, and retail investors worldwide. Our focus on Asia and Emerging Markets, combined with deep proprietary research and a long-term, bottom-up investment approach, differentiates Matthews among global investment managers. Our portfolios are characterized by high active share, low turnover, and differentiated holdings built on independent thinking and fundamental conviction. As Asia’s influence on the global economy has grown, Matthews has expanded its research capabilities across emerging markets—an asset class now dominated by the region. NO THIRD-PARTY RECRUITERS Matthews International Capital Management, LLC is an equal opportunity employer. The Company does not discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances.

NO THIRD-PARTY RECRUITERS ROLE SUMMARY Matthews seeks a high-caliber research analyst to support portfolio management through fundamental company and industry research focused on publicly listed companies in India. The role involves developing actionable investment insights through rigorous qualitative and quantitative analysis and contributing directly to investment decisions within Matthews’ India-focused strategies. This is a research-intensive role suited for an experienced buy-side analyst with strong on-the-ground knowledge of India or deep experience covering the region. This role can be based in either San Francisco or Hong Kong. KEY RESPONSIBILITIES • Conduct fundamental research on Indian companies, including analysis of business models, industry structure, competitive positioning, management quality, and long-term growth prospects, • Develop and maintain detailed financial models and valuation frameworks incorporating historical performance and forward-looking assumptions, • Generate investment recommendations for new and existing holdings and present findings clearly to Portfolio Managers, • Meet regularly with company management teams, industry participants, consultants, and regulatory or industry bodies, primarily in India and across Asia, • Monitor portfolio holdings and key developments, supporting portfolio construction and risk assessment, • Collect, organize, and synthesize company, industry, and macroeconomic data to support investment theses, • Contribute to ongoing and ad hoc research projects and assist with the preparation of internal and external research publications QUALIFICATIONS • Bachelor’s degree required; MBA and/or CFA strongly preferred, • 5+ years of relevant experience in asset management or related investment research roles, • Direct on-the-ground experience in India or a demonstrated track record researching Indian companies or industries in a buy-side context, • Strong interest in long-term investing and well-articulated conviction in India’s investment opportunity set, • Solid understanding of financial statements and accounting principles, • Experience with investment research tools such as Bloomberg and FactSet, • Advanced Excel and financial modeling skills strongly preferred, • Ability to clearly articulate investment ideas in both written and verbal form, • Willingness and ability to travel within Asia, • For U.S.-based candidates, permanent U.S. work authorization is required. SKILLS & ATTRIBUTES • Independent thinker and self-starter with a strong research mindset and attention to detail, • High degree of integrity, professionalism, and intellectual honesty, • Collaborative working style with the ability to thrive in a diverse, global team environment, • Proficiency with Bloomberg and FactSet. THE COMPANY Matthews International Capital Management, LLC (“Matthews”) is an independent, privately owned investment manager headquartered in San Francisco, with offices in Hong Kong and London. Founded in 1991, Matthews specializes in active equity investing across Asia and Emerging Markets for institutions, advisors, and retail investors worldwide. Our focus on Asia and Emerging Markets, combined with deep proprietary research and a long-term, bottom-up investment approach, differentiates Matthews among global investment managers. Our portfolios are characterized by high active share, low turnover, and differentiated holdings built on independent thinking and fundamental conviction. As Asia’s influence on the global economy has grown, Matthews has expanded its research capabilities across emerging markets—an asset class now dominated by the region. NO THIRD-PARTY RECRUITERS Matthews International Capital Management, LLC is an equal opportunity employer. The Company does not discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances.

CONVENTUS MISSION AND VISION Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team. POSITION Full-Time, Salaried, Performance-based bonus LOCATION: San Francisco, CA Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you. Conventus is seeking an experienced Analyst, DSCR Appraisal Reviewer to join our dynamic team. In this role, you will evaluate DSCR mortgage loans for residential investment properties nationwide, focusing on single-family rentals (SFR 1-4), condos, and townhomes. Your role will focus on collateral valuation, rent analysis, cost verification, and market condition assessments to ensure sound underwriting decisions and risk mitigation. This position plays a critical role in the DSCR loan origination process, requiring collaboration across multiple departments, including Sales, Operations, and Capital Markets. RESPONSIBILITIES • Conduct internal valuation analysis for SFR 1-4, condos, and townhomes, using sales comparison approach., • Manage a pipeline of +25 loans, ensuring timely credit reviews and consistent communication with all stakeholders., • Validate appraisal-stated market rents by researching comparable rental listings and submarket market data., • Review appraisals for data accuracy and quality of sales/rental comparables., • Analyze borrower cost breakdowns to verify completed capital improvements., • Recommend appraisal disputes when market data supports a higher value or rent assessment., • Complete DSCR checklists to support and document underwriting decisions., • Prepare and submit internal credit memos for transaction approval, • Collaborate with Sales and Operations teams to determine optimal loan structures., • Identify and recommend process improvements to enhance efficiency. QUALIFICATIONS Required • Bachelor’s degree in Finance, Real Estate, Construction Management, or a related field (preferred)., • 1-3 years of experience in a real estate-related field., • 1-3 years of lending experience (DSCR loan underwriting, real estate lending, or commercial banking experience a plus)., • Prior real estate valuation experience is a plus., • Strong Excel proficiency., • Excellent communication and relationship-building skills., • Ability to manage multiple deals in a fast-paced lending environment., • Highly organized and detail-oriented., • Comfortable with on-the-job training and adapting to a fast-paced team environment. Mindset and Character At CHC, we look for future employees who demonstrate the mindset and character of our following core values: Deliver Extraordinary Client Experience: • Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint. Take Responsibility: • Be proactive, know what you are responsible for, act with integrity and follow through to the end. Respond with Urgency and Care: • Balance speed with quality, ensuring that every response is both timely and impactful. Grow Together: • Grow together through a culture of intellectual curiosity, collaboration and celebration.

We are seeking an experienced, technically strong Home Loans Senior Data Analyst to own end-to-end analytics for our residential mortgage portfolio and translate performance insights into a measurable feedback loop that improves lending strategies. Collateral and valuation analytics.

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 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Competitive salary and excellent benefits! This Jobot Job is hosted by: Heather Burnach Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $125,000 per year A bit about us: We are a recognized leader in the refining industry. We own and operate three refineries located in Lake Charles, LA.; Lemont, IL.; and Corpus Christi, TX, and wholly and/or jointly owns 38 active terminals, six pipelines and three lubricants blending and packaging plants. Our Commercial Risk & Pricing team is responsible for ensuring that Supply & Trading activity is appropriately classified, measured, and controlled for Risk. We are looking to bring on an experienced data driven Risk Analyst. Why join us? • Options are department and/or location specific, • 9/80 Work Schedule Option (where applicable), • Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees, • Paid Vacation Time, • Company-Paid Holidays, • Caregiver Leave, • Excellent 401(k) Match, • Pension Plan, • Company-Paid Sick Leave and Long-Term Disability, • Medical, Dental, & Vision Plans; FSA and HSA options, • Company-Paid Life Insurance for Active Employees, • Healthy Rewards Program, • Service Awards Program, • Educational Assistance Plan, • Dependent Children Scholarships, • Reimbursement for Gym Membership, • Employee Discount Programs, • On-site Health Clinic (select locations), • On-site Cafeteria (select locations), • On-site Credit Union and ATM (Corporate office only), • On-site Fitness Center (select locations) Job Details As a member of this team (Associate Analyst, Analyst, or Senior Analyst) you will be responsible for analyzing one or more portfolios and reporting on risk exposure and mark-to[1]market P/L on a daily basis. You should be comfortable working with various roles in the front-, mid-, and back-offices, including traders, schedulers, and finance and accounting professionals. Emphasis will be placed on the timeliness, completeness and accuracy of your analysis and reporting. Minimum Qualifications • Bachelor’s degree required, • 2 – 7 years of professional work experience in Finance, Accounting, Risk, Operations or Trading on a commodity trade floor, or Masters (or greater) degree equivalent in a relevant field of study (MBA, Energy Risk Management, Data Analytics, etc.), • Proficiency with ETRM systems (ION RightAngle, etc.) and/or analytics tools (Power BI, Alteryx, etc.), • Publish daily mark-to-market P/L and risk exposure position reports to the front office and executive management., • Monitor mark-to-market P/L and risk exposure positions against internal limits and controls. 20%, • Provide commentary to explain daily mark-to-market change, including curve shift and new or changed deal activity., • Contribute to accurate measurement (including confirmation of prices and risk positions) and troubleshooting of value-at-risk for your portfolio(s)., • Contribute to excellence and continuous improvement in risk reporting processes, including development of new tools, deployment of new technologies, etc., • Train and develop less experienced analysts in risk processes and systems. 10%, • Display ETRM system expertise and thorough understanding of valuation inputs and troubleshooting Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

SolAmerica Energy is a developer and long-term owner/operator of solar and storage projects. Based in Atlanta, Georgia, SolAmerica has successfully developed and built solar power projects throughout the eastern half of the United States and has a growing pipeline in more than 20 states. SolAmerica is committed to advancing diversity, equity, and inclusion and believes in attracting, retaining, and advancing employees who will best serve and represent its customers, partners, and communities. We promote fostering a work culture of mutual respect and teamwork, ensuring that everyone can grow and contribute at their greatest potential. For additional information about SolAmerica, visit ___. The Analyst is a critical member of the SolAmerica Energy finance team. Operating on the front lines, this role is responsible for executing project-level financing, developing complex financial models, and providing strategic analysis to drive company growth. This position requires a driven, self-motivated individual who wants to learn and grow within a high precision team. The Analyst works directly with the Project Finance team to optimize asset value and evaluate expansion into new markets and M&A opportunities. • Support the CIO and Project Finance team with all debt, tax equity and other project-level financing processes for the company’s solar and/or storage portfolios, including determining optimal project financing structures, working with lenders and investors, and negotiating financing agreements., • Assist in constructing and maintaining financial models and coordinating with internal and external stakeholders to enable a streamlined and consistent approach for investment decisions., • Work cross-functionally with the Engineering, Business Development, Treasury, Legal, and other teams within SolAmerica to ensure accurate inputs and clear messaging are incorporated into all Project Finance work products., • Provide insights and detailed analysis for the valuation of project portfolios both owned and under development., • Interpret and transfer large amounts of data to support Business Development and Origination with PPA pricing and scenario analysis., • Coordinate with third-party consultants to ensure the timely delivery of Independent Engineer reports, appraisals, and insurance reports and other deliverables required for financing processes., • Establish and foster relationships with stakeholders across the Renewables and Energy Transition sectors to leverage industry contacts for future opportunities., • Maintain comprehensive coverage of the company’s target markets, understanding current market conditions, rules and regulations, most important actors within each market, and other key economic factors influencing the company’s efforts in said markets., • Provide training and mentoring to analysts, as required., • BA/BS required, ideally in a quantitative, business, or technical field; Advanced Degree preferred., • Minimum of 1 year of relevant working experience in the Solar Energy Field and Project Finance., • Proven skills and experience in project-level financing in the solar energy industry., • Familiarity with the development and diligence process required to successfully finance energy projects., • Demonstrated experience with Excel spreadsheets, financial modeling and data analysis., • Familiarity with financial/accounting principles as well as electricity industry players, economics, and trends., • Experience using a computer, Microsoft Office, and Adobe., • Exceptional communication skills—written, verbal, and in presentations—with the ability to speak effectively to all levels of audiences., • Highly driven and self-motivated with the ability to push goals/processes forward independently and within a team., • Strong analytical and critical thinking skills and ability to interpret large amounts of information from various sources., • Detail oriented and organized., • Ability to manage multiple projects under various deadlines., • Positive attitude, high energy, supportive team member, problem solver, able to work in a fast-paced and collaborative environment. Our total rewards strategy is designed to support our employees to thrive professionally and personally while seeking to create a culture of work/life balance as we work toward our collective goals as a business. This position comes with four weeks of PTO, Company Paid Holidays and 401(k)+ Match, monthly stipend to go towards communication expenses and all our health insurance benefits are effective from Day 1. SolAmerica Energy will only consider candidates for this position while it is active. SolAmerica Energy will not consider unsolicited candidate applications from third party agencies.

RETS Associates on behalf of our client, a privately owned real estate investor operator, is seeking an Investment Analyst in San Francisco, CA. The Analyst provides analytic and transaction support to the Investment and Asset Management Group members in the areas of property acquisitions, capital raising, asset management, hold/sell analyses, property dispositions, and financings. The Analyst will work with senior management to make financial and strategic decisions at a premier real estate operator, investor, developer, and owner of office buildings and other commercial properties. The Analyst will build a strong foundation in underwriting, transaction execution, asset management, and business development. Requirements: • Bachelor degree with a proven track record of academic achievement. Degrees with concentration in Finance, Accounting and/or Economics a plus., • 0 - 3 years of experience within a real estate investment, development, lending, brokerage firm, or real estate investment banking required. Entry level candidates with strong CRE internship experience will be considered., • Strong quantitative and analytical skills with a keen eye for detail., • Familiarity with valuation concepts including discounted cash flow, internal rate of return, levered returns vs unlevered returns., • ARGUS experience highly preferred. Compensation: $100k+ DOE plus bonus

Role Overview Behring Capital is seeking an institutional-caliber Investment Analyst to drive underwriting, financial modeling, and investment committee execution across its vertically integrated real estate investment and operating platform. This position is central to Behring's rigorous investment process, supporting a diverse portfolio spanning multifamily, office, retail, mixed-use developments, and operating company investments. The Analyst will construct sophisticated financial models, draft high-stakes investment committee materials, and contribute to portfolio-wide analyses that inform capital allocation decisions. This is a demanding, execution-oriented role where precision, logical rigor, and unwavering consistency are non-negotiable. Errors carry direct financial implications for institutional capital partners—there is no margin for oversight. Core Responsibilities Financial Modeling & Underwriting • Develop comprehensive Excel-based financial models for acquisitions, ground-up developments, recapitalizations, refinancings, and platform-level strategic initiatives., • Create discounted cash flow (DCF) analyses, sources and uses statements, pro forma cash flow projections, lease-up and stabilization models, sensitivity tables, and return metrics (e.g., IRR, equity multiple, MOIC)., • Accurately incorporate underwriting assumptions from senior leadership, ensuring internal consistency, logical flow, and alignment with market realities., • Adhere to best-in-class model architecture: maintain transparent, auditable structures with modular design, error-checking mechanisms, and comprehensive documentation for seamless handoffs and reviews., • Conduct robust scenario and sensitivity analyses to quantify downside protection, base-case viability, and upside potential, including stress testing for macroeconomic variables, cap rates, and operational risks. Investment Committee & Investor Materials • Draft initial Investment Committee (IC) presentations and memoranda adhering to institutional-grade standards, including executive summaries, risk assessments, and recommendation frameworks., • Synthesize complex model outputs into concise, visually compelling tables, charts, graphs, and exhibits optimized for senior stakeholder review and decision-making., • Reconcile all financial data across models, IC decks, memos, and ancillary materials to eliminate discrepancies., • Contribute to mid-year business plan revisions, annual operating plans, quarterly performance updates, and bespoke investor analyses (e.g., scenario planning for capital calls or distributions)., • Iterate efficiently on feedback through multiple revisions, maintaining version control and incorporating changes with exactitude. Diligence & Data Execution • Process and scrutinize raw data sources, including rent rolls, historical operating statements, pro forma budgets, capital expenditure forecasts, third-party appraisals, market reports, and environmental/engineering assessments., • Proactively detect data deficiencies, logical inconsistencies, or red flags (e.g., anomalous expense trends or lease rollover risks) and escalate with proposed resolutions., • Facilitate due diligence coordination, respond to lender inquiries, and perform follow-up analyses to support transaction closings., • Organize and maintain virtual data rooms, analytical workpapers, and centralized repositories for efficient team access and audit trails. Portfolio & Platform Support • Aid in portfolio monitoring, including KPI tracking, variance analysis, and benchmarking against peers or internal hurdles., • Assist with integrated analyses across verticals, linking real estate assets, operating entities, and platform initiatives to holistic outcomes., • Build expertise in portfolio aggregation: understand how asset-level performance influences fund-level NAV, total returns, and investor reporting under frameworks Performance Expectations • Produce pristine, self-explanatory models that withstand rigorous scrutiny with few revisions., • Exhibit flawless accuracy and meticulous attention to detail in all deliverables., • Accelerate proficiency through iterative feedback, demonstrating rapid adaptation and error reduction., • Master institutional underwriting norms, including conservative assumption-setting and risk-adjusted return profiling., • Build credibility through dependable execution, intellectual humility, and a focus on collective success over individual recognition. Evaluation prioritizes output quality, logical soundness, and emerging judgment—speed is secondary and must never compromise precision. Required Qualifications • 4-7+ years experience in real estate private equity, investment banking, or institutional advisory., • Real estate private equity (REPE) at top-tier firms., • Investment banking groups focused on real estate, M&A, or capital markets., • Institutional real estate advisory or consulting., • Private credit, debt funds, or structured finance roles., • Demonstrated exposure to institutional underwriting, IC processes, and transaction execution is highly preferred. Technical Skills • Expert-level Excel proficiency, including building models from scratch with advanced functions (e.g., INDEX/MATCH, XNPV/XIRR, goal seek, data tables), dynamic dashboards, and VBA/macros for automation where appropriate., • Deep command of DCF valuation, cash flow forecasting, waterfall structures, and sensitivity modeling., • Uncompromising standards for model hygiene: error-proof formulas, input/output separation, and inline documentation., • Proficient in PowerPoint for creating polished, data-driven presentations with consistent branding and narrative flow., • ARGUS Enterprise proficiency preferred; familiarity with Yardi, MRI, or similar property management software is a plus. Core Traits • Unyielding attention to detail and zero-tolerance for inaccuracies., • Superior logical reasoning, analytical rigor, and problem-solving under uncertainty., • Resilience in handling imperfect or evolving data sets without paralysis., • Eagerness to receive constructive feedback, execute revisions flawlessly, and learn from each cycle., • Intrinsic accountability: own your work as if institutional capital depends on it—because it does. Growth & Development Exceptional performers will: • Tackle progressively sophisticated transactions and multi-vertical integrations., • Access mentorship on institutional capital dynamics, fund governance, and advanced strategies., • Advance based on proven reliability, judgment, and contributions—meritocracy defines progression. Why Behring Capital Behring Capital is a dynamic, vertically integrated real estate investment and operating platform stewarding institutional capital across diverse asset classes and strategies. In a lean, high-impact environment, Analysts gain unparalleled breadth: • Hands-on involvement in multifaceted investments beyond siloed asset types., • Proximity to C-suite decision-making and institutional partners., • A culture of excellence where execution rigor accelerates professional growth amid meaningful accountability. Application Requirements Candidates should submit: • Resume highlighting relevant deal experience and technical achievements.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Technology team is actively looking for an experienced Analyst (2nd / 3rd year) to join our team in San Francisco. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm. This position requires in-person office attendance Monday-Friday. Responsibilities: • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and perform valuation analyses, • At least 1-2 years of experience in investment banking, primarily Technology related, • Passion for the Technology industry, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment, • Organized and proactive; motivation to contribute to a positive, collaborative team culture, • Strong interpersonal skills, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Senior Investment Analyst (Buy-Side) Type: Contract Compensation: $125/hour Location: Remote Role Responsibilities • Develop detailed investment theses across equities or asset classes., • Perform advanced financial modeling and valuation analysis., • Critically assess AI-generated research outputs and recommendations., • Identify gaps in reasoning, assumptions, and risk evaluation., • Contribute to building high-quality training datasets for financial AI models. Must-Have • 4–8 years of experience in equity research, hedge funds, or asset management., • Strong track record of fundamental analysis and idea generation., • Advanced financial modeling and valuation expertise., • Ability to clearly articulate complex investment views., • CFA charter-holder or MBA., • Experience with alternative data or systematic strategies., • Upload resume, • AI interview based on your resume

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Junior Investment Analyst (Buy-Side) Type: Contract Compensation: $105/hour Location: Remote Commitment: 10–20 hours/week Role Responsibilities • Conduct equity and macroeconomic research across sectors to support AI model training., • Build and interpret financial models (DCF, comps, scenario analysis) to enhance AI reasoning., • Analyze earnings reports, filings, and market data for improved model outputs., • Assist in generating investment theses and risk assessments to refine AI-generated outputs., • Evaluate AI-generated outputs for financial accuracy and reasoning quality. Must-Have • 1–3 years of experience in investment banking, equity research, or buy-side roles., • Strong understanding of financial statements and valuation techniques., • Proficiency in Excel; familiarity with financial modeling., • Clear written and verbal communication skills., • CFA Level I/II candidate., • Exposure to public equities or asset management., • Upload resume, • AI interview based on your resume

Job DescriptionFinancial Planning Analyst Work Schedule: Full-time Employment Type: Permanent / Direct-Hire Job Location Type: Onsite The Financial Planning Analyst will join an award-winning San Francisco Bay Area organization in a role that offers real ownership and growth. If you're someone who'd energized by fast, thoughtful decisions, high standards, and turning numbers into clear next steps, this role will certainly keep you engaged. This is a great fit for someone coming from public accounting, consulting, transaction advisory, banking, or corporate finance who wants to apply modeling skills inside an operating business. The Financial Planning Analyst will support a broad range of financial planning and analysis activities inside a multi-site, consumer-facing organization that blends service, experience, and recurring revenue, with expansion initiatives that create interesting analytical work. Reporting to the Director of Finance, you will collaborate closely with senior finance leaders across the organization, as well as cross functional budget and operational managers. This means real, impactful influence on decision making through insight and storytelling. This Financial Planning Analyst will work in one of the country's most dynamic regions, where career opportunity and lifestyle are both real advantages. Weekends can mean beaches, trails, iconic parks, and quick trips to wine country or mountain towns, and weeknights still have great food, live music, and pro sports. The area offers top universities, a deep talent market, and a strong economy that rewards ambitious builders, which makes a career path in industry finance especially compelling. Primary Responsibilities: The Financial Planning Analyst will be the person who turns data into decisions, connecting operational drivers to financial outcomes through strong FP&A fundamentals and sharp communication. • Build and refine forecasting and budgeting models that connect key drivers to performance outcomes, • Own variance analysis and deliver clear, executive-ready narratives on what changed, why, and what to do next, • Create scenario models and sensitivity analyses to support growth initiatives, investment decisions, and performance improvement, • Develop KPI dashboards and recurring reporting packages that help leaders manage the business in real time, • Partner with Accounting to align actuals, strengthen data quality, and improve reporting accuracy, • Support strategic projects, including transaction-adjacent analysis and post-initiative tracking to measure results, • Improve planning processes through automation, documentation, and continuous workflow enhancements, • Collaborate with budget owners to strengthen financial discipline, assumption quality, and decision-making cadence, • 2+ years of experience in analytical finance, FP&A, corporate finance, transaction advisory, consulting, investment banking, or valuation work, • Advanced Excel proficiency with comfort building models from scratch and stress-testing assumptions, • Solid grounding in financial statement analysis and the ability to connect results to operational drivers, • Experience producing forecasts, budgets, variance analysis, and management reporting in a deadline-driven environment, • Clear communication skills, including the ability to present insights to non-finance stakeholders, • Bachelor's degree in Finance, Accounting, Economics, Business, or a closely related field, • Competitive compensation, • Health insurance options for eligible employees, • Paid time off, • Professional development and continuing education support, • Lifestyle-focused perks and discounts tied to services and amenities, • Opportunities to give back through community involvement initiativesIf you are a Financial Planning Analyst who wants high-visibility FP&A work, strong modeling expectations, and a business that moves quickly, reach out to connect with an LHH Recruiter. Pay Details: $89,000.00 to $99,000.00 per year Search managed by: Jared Funkhouser Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Investment Banking department is actively looking for an Analyst for our San Francisco office. The candidate will be working closely with senior members of the Consumer & Retail group, with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and perform valuation analyses, • At least 1 year of experience in investment banking, corporate banking, accounting, or a similar field; Consumer experience ideal, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an experienced Investment Analyst III to support the Production Debt+ Equity team in our San Francisco, CA office. The individual will be joining an active and top-performing Production team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. If you thrive in a fast-paced environment, have a keen eye for detail, and passion for Real Estate, we invite you to apply for this exciting opportunity! *This position is an in-office position, with an immediate start date. Position Responsibilities: • Underwriting – At the direction of Managing Director or Producer, prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis., • Packaging - prepare loan request packages that meet company guidelines and lender requirements. Packages include narrative analysis of the borrower, property, location and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps., • Pre-closing –compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates., • Closing – Provides closing coordination at the direction of Managing Director or Producer, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis., • Research & Lead Generation – Provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms., • Servicing – Perform regional office servicing functions including investor portfolio analysis, lease reviews/briefs, and routine regional office servicing duties through local market knowledge., • Client Service –responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner., • Minimum of three years of experience in Commercial Real Estate Finance, • Four-year college degree required with a major in real estate, finance, accounting, or business area preferred, • Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc., • Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.) Knowledge of Salesforce or ARGUS software is a plus., • Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving, • Resourceful with a strong initiative and ability to work independently with minimal supervision, • Strong work ethic and willingness to work extended hours when necessary, • Ability to handle multiple projects and assignments; able to prioritize and meet deadlines California Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Investment Analyst III position is $90,000.00 to $105,000.00 annually (this range is a good faith estimate), plus annual bonus eligibility and benefits offered. The actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-Onsite #LI-MS1 #LI-SY1

Job Description OAKLAND HOUSING AUTHORITY FINANCIAL ANALYST SALARY: $5,402.08 - $5,962.88 Bi-weekly $140,454 – $155,034.88 Annually (Appointment is generally made at one of the first three steps, depending on qualifications) CLOSING DATE/TIME: MONDAY, MAY 18th, 2026 at 8:59 PM Pacific Time DEFINITION The Financial Analyst will be responsible to helping grow the financial performance of assigned departments through thorough analysis of financial results, forecasts, variances and trends, developing financial models to support valuation, planning and forecasting and making recommendations to be presented to management. ESSENTIAL FUNCTIONS • Leads and coordinates budget development process for assigned departments; and, • Prepares, reviews, monitors and analyzes departmental budgets and expenditures; and, • Performs budget variance analyses and identify reasons for variances; and, • Performs ad-hoc financial analyses and communicates findings verbally and in writing; and, • Monitors spending to ensure compliance with limits set by budgets, contracts, and Board authorizations; and, • Identifies ways to improve property management-related financial processes. Leads efforts to implement improvements in collaboration with other departments; and, • Performs fiscal analysis of work related capital improvements and rehabilitation of Authority owned housing or of any of its subsidiaries; and, • Prepares financial feasibility projections and pro forma sources and uses budgets for rehabilitation and capital improvements; and, • Provides financial leadership for project teams working on housing and capital improvement programs and, • Prepares reports and recommendations for the Commission and of the governing boards of Authority affiliates; and, • Responsible for housing financial data systems for internal and external reporting; and, • Provides cost analysis of fiscal impact of projects and programs; and, • Prepares a variety of narrative and statistical reports; and, • Participates in finance related workgroups to develop procedures and policies; and, • Performs analyses of financial information, accounting records, statistics, and systems for compliance with HUD or other regulations and Authority policies; and, • Monitors Authority reserves and departmental needs for funding relative to operating and capital projects; and, • Analyzes factors which impact fiscal projections; and, • Recommends short and long-term actions for achieving and/or maintaining financial objectives;, • Performs procurement and contract management activities including developing procurement strategies, identifying prospective vendors, writing requests for proposals, evaluating proposals, negotiating contract terms, obtaining management and Board approvals for purchases, and managing vendors; and, • Reports on activities in Agency and HUD systems; and, • Writes memos, reports, and Board resolutions. MARGINAL FUNCTIONS Performs other related work as required. MINIMUM QUALIFICATIONS A bachelor's degree in accounting, finance, public policy or business administration, economics or a closely related field; AND four years of increasingly responsible experience with affordable housing finance policy and implementation. A master's degree in business, public policy, city planning, real estate, economics, accounting or finance may be substituted for one year of the experience requirement. Must possess a valid California Class C driver’s license and have and maintain an insurable driving record. Bilingual in ASL, Mandarin, Cantonese, Vietnamese and/or Spanish are a plus. Equivalent combinations of education, training and experience will be considered. KNOWLEDGE AND ABILITIES KNOWLEDGE OF: principles and practices of financial planning and forecasting; public finance/fund accounting principles and practices; organizational structure and financial systems of governmental agencies; HUD community development and affordable housing programs; the legislative process; budgeting; computer capabilities and their applications; general management methods and procedures; computerized accounting systems; general accounting principles, methods and procedures, including cost accounting and systems development; database, spreadsheets and financial planning software; strong quantitative and analytical competency; self-starter with excellent interpersonal communication and problem-solving; advanced knowledge of Microsoft Excel and familiarity with data query/data management tools extremely helpful. Yardi and Tableau software is a plus. ABILITY TO: write accurate and clear financial/budget reports; prepare analytical reports on financial matters and factors affecting the Authority’s fiscal condition; forecast revenues and expenditures in the Authority’s development program utilizing a variety of economic information and sources; interpret and analyze legislation affecting affordable housing development and partnership structures; understand the principles of financial planning and forecasting, public finance; prepare budgets; develop and articulate housing finance and development policies at local, state and federal levels; communicate the Authority’s positions at local, state and federal hearings; assist Development staff in planning strategies by providing technical expertise and financial information; establish priority activities for incorporation in the Authority’s strategic plan; understand computer capabilities and their applications; track expense records of development projects against budgets; establish and maintain satisfactory work relationships with other employees; prepare concise reports and make recommendations; utilize personal computers and software; communicate effectively, both orally and in writing (or with audio and visual capacities). TO APPLY: Please complete an employment Application online at by MONDAY, MAY 18th, 2026 at 8:59 PM Pacific Time ADDITIONAL INFORMATION FOR APPLICANTS Thank you for your interest in employment at the Oakland Housing Authority. To apply for this position, applicants must complete and submit an online application at by the date indicated; a current, detailed resume may be attached but will not be accepted in lieu of a completed employment application. All applications and resumes will be carefully screened. Those applicants whose education and experience most closely match the requirements of the position will be invited to compete in the examination process. Candidates who compete successfully in this examination will have their names placed on a List of Qualifiers. An appointment will be made from the List. For some positions, an experience/training rating and/or written evaluation of candidates will be used in lieu of the oral examination. The names of the highest-ranking candidates will be placed on the List of Qualifiers, and the final selection will be made from this List. College degrees or units required for the position will be verified prior to final appointment. If this information cannot be verified for a candidate, the candidate's name will not be placed on the List of Qualifiers. All appointments are subject to the approval of the Executive Director. All prospective employees must pass a physical examination and drug screening by an Authority-designated physician. A pre-employment criminal history background check will also be conducted for all positions. For positions requiring use of an Authority vehicle, candidates' driving records will be checked prior to appointment. To be eligible for appointment, each candidate must possess a valid California Class C driver's license and a driving record acceptable to the Authority's insurer. All prospective employees must also provide proof of American citizenship, or legal resident status and the legal right to work in the United States. Prior to becoming permanent, new employees must successfully pass a probationary period. BENEFIT INFORMATION Employees of the Authority enjoy a competitive fringe benefit program. SICK LEAVE is accrued at the rate of one day per month. VACATION LEAVE for new employees is accrued at the rate of 10 days each year. There are also fifteen (15) paid holidays each year. RETIREMENT - The Authority is a member of the Public Employees' Retirement System (PERS). The Authority also participates in Social Security. COMPETITIVE HEALTH, DENTAL, AND VISION INSURANCE is available. GROUP LIFE INSURANCE is fully paid by the Authority. Management, supervisory, professional and confidential employees are also entitled to a management benefit package allowance and five days of administrative leave per year. The Oakland Housing Authority does not discriminate on the basis of race, color, national origin, gender, sexual orientation, religion, age, veteran's status or disability in the employment or the provision of services. In compliance with the federal, state and local disability laws, the Oakland Housing Authority will provide equal employment opportunities to all qualified individuals, without regard to disability. The Authority is committed to making reasonable efforts in the examination process to accommodate applicants with disabilities. Individuals requesting reasonable accommodation in the examination process must do so no later than five (5) working days after the point of invitation by the Authority to an examination, otherwise it may not be possible to arrange accommodation for this selection process. The Human Resources Department will make reasonable efforts in the examination process to accommodate disabled applicants. Applicants with special needs, please call (510) 874-1575 (voice); (510) 832-7331 (TDD).

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Junior Investment Analyst (Buy-Side) Type: Contract Compensation: $105/hour Location: Remote Commitment: 10–20 hours/week Role Responsibilities • Conduct equity and macroeconomic research across sectors to support AI model training., • Build and interpret financial models (DCF, comps, scenario analysis) to enhance AI reasoning., • Analyze earnings reports, filings, and market data for improved model outputs., • Assist in generating investment theses and risk assessments to refine AI-generated outputs., • Evaluate AI-generated outputs for financial accuracy and reasoning quality. Must-Have • 1–3 years of experience in investment banking, equity research, or buy-side roles., • Strong understanding of financial statements and valuation techniques., • Proficiency in Excel; familiarity with financial modeling., • Clear written and verbal communication skills., • CFA Level I/II candidate., • Exposure to public equities or asset management., • Upload resume, • AI interview based on your resume

Job DescriptionAbout Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office. Specific responsibilities include: • Participate meaningfully in all aspects of transaction development and execution, • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more, • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction, • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trendsDesired skills and experience:, • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references, • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence, • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients, • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies, • Creative and entrepreneurial mindset; ability to multitask and manage time effectively, • Unwavering commitment to conducting business with the highest degree of integrity and professionalism, • High level of attention to detail, • Outstanding leadership skills with an ability to manage and mentor junior professionals, • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment, • Must be eligible to work permanently in the United States Salary range reflects base salary not including discretionary bonus.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Senior Investment Analyst (Buy-Side) Type: Contract Compensation: $125/hour Location: Remote Role Responsibilities • Develop detailed investment theses across equities or asset classes., • Perform advanced financial modeling and valuation analysis., • Critically assess AI-generated research outputs and recommendations., • Identify gaps in reasoning, assumptions, and risk evaluation., • Contribute to building high-quality training datasets for financial AI models. Must-Have • 4–8 years of experience in equity research, hedge funds, or asset management., • Strong track record of fundamental analysis and idea generation., • Advanced financial modeling and valuation expertise., • Ability to clearly articulate complex investment views., • CFA charter-holder or MBA., • Experience with alternative data or systematic strategies., • Upload resume, • AI interview based on your resume

Mercor is seeking an experienced Investment Banking Professional to review AI-generated financial models and valuations.

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Imputing industry trends and analyzing data from company sp

Job Description Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in San Francisco. This brand name investment bank offers a key role within an experienced team focused on technology companies. The successful candidate will support senior bankers in executing M&A and financing transactions across all technology sub-verticals. This position provides direct exposure to CEO, CFO, and Board level contacts, along with significant responsibility and advancement opportunities. Ideal candidates will have previous technology investment banking experience at the Analyst level. Primary Responsibilities: • Participate in client transactions, projects, and assignments, • Interact with clients, internal banking teams, and product teams, • Assist in preparing presentations and marketing materials (e.g., CIM, Management Presentations), • Conduct valuation analyses and financial modeling of clients and targets, • Review business plans, conduct research, and analyze financial statements, • 1+ years of investment banking experience, preferably in technology-M&A related transactions, • Strong financial modeling and analytical skills, including knowledge of financial accounting, • BS or BA in finance or similar field with an exemplary academic record, • Outstanding written and oral communication skills, • High motivation, energy, and interpersonal skills, • Ability to manage multiple tasks in a dynamic, meritocratic, team-oriented environment, • Proficiency in Microsoft Office

Job Description Our client is a leading investment bank providing top-tier strategic and financial guidance to senior management and boards of established companies. The firm specializes in Consumer Tech and Commerce Tech M&A, typically representing founder-led, VC-backed companies ($50M–$1B EV) in their sale to publicly traded strategic acquirers. Our client's mission is to empower companies to navigate and capitalize on the changing technological and commercial landscape — bringing together a vast network of relationships, industry knowledge, and transaction expertise to deliver independent, high-value advice that aligns with the best interests of their clients. Our client is looking for an experienced Analyst 2/3 to join the team, based in SF. Our client will not consider H1B, STEM-OPT, or other visa sponsorship at this time. Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation, and analytical aptitude. Day-to-day responsibilities include financial analysis and modeling, company and industry research, preparing client presentations, and interacting with senior bankers and clients. Primary Responsibilities: Support senior bankers in origination activities including preparing historical and projected financial statements, analyzing the financial implications of mergers and acquisitions, and conducting public & private valuation analysis Participate in execution activities including data gathering, analysis, and material preparation, as well as managing standard deal processes such as preparing deal documentation, managing data rooms, and coordinating buyer diligence Build and apply valuation models based on financial research and analysis, including comparable company analysis, discounted cash flow analysis, precedent transaction analysis, and accretion/dilution analysis relevant to public company acquirers Prepare pitch books, management presentations, and other marketing materials to support business development and live deal processes Prepare analytical materials to support credit, compliance, engagement committee, and balance sheet approvals Conduct industry research, competitive landscape analysis, and company-specific deep dives to support both origination and execution Conduct corporate operations reviews, portfolio analytics, and risk/return valuations, including assessment of customer concentration and key person risk Gather and process market share data, shareholder profiles, and public company buyer universe analysis, including familiarity with VC cap tables and liquidation preference structures Required Skills & Experience: Results-driven with the ability to perform well under pressure and against tight deadlines Strong analytical and numerical skills with comfort working across complex financial data Ability to build and maintain detailed financial models independently with minimal supervision Experience preparing client-ready presentations and marketing materials Proven team player who can effectively collaborate with a wide range of internal teams and clients Strong multi-tasking and prioritization skills Proficiency in Microsoft Office suite (Excel required) and financial reporting Familiarity with deal structuring considerations common in founder-led transactions, such as earnouts and rollover equity, is a plus Education: Undergraduate degree; focus in finance, business, accounting, economics, or mathematics preferred 1+ years of prior investment banking experience at a middle-market, bulge bracket, or elite boutique; prior exposure to sell-side M&A preferred Expected Salary Range: USD $120,000 – $140,000

Job DescriptionAbout Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our San Francisco office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm’s focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include: • Work closely with analysts and associates in developing client presentations, pitches and other key deliverables, • Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses, • Contribute to M&A strategy development discussions with senior M&A professionals, • Actively interact with clients and buyers on calls and in meetings, • Research and communicate compelling technology industry and company trends, • Identify and manage strategic and financial buyers, • Coordinate and support transaction due diligence activities and data room developmentDesired skills and experience:, • Undergraduate degree candidate from top-tier programs; exceptional academic performance, • Candidates with a GPA of 3.5 or higher are preferred, • Working knowledge of corporate finance, accounting, financial statements and valuation methodologies, • Exceptional work ethic and positive, can-do attitude; enthusiastic team player, • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives, • Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively, • Proven analytical, research, and problem-solving skills, • Desire to develop business expertise in technology and software; passion for technology, • Outstanding leadership skills, • High degree of integrity and professionalism, • Strong attention to detail, • Must be eligible to work permanently in the United StatesSalary range reflects base salary not including discretionary bonus.

Job Description Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Healthcare team specializes in advising leading and emerging pharmaceutical, biotechnology, and life science tools & diagnostics companies on their most critical strategic transactions. Based in San Francisco, this group serves as a key component of the firm's global healthcare practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Associates with exceptional exposure to senior bankers and client executives from day one. The Opportunity The firm seeks an exceptional Experienced Associate to join their Healthcare investment banking team in San Francisco. This role offers immediate and meaningful client exposure, significant transaction responsibility, and a clear path to senior banker development. The position provides the entrepreneurial autonomy and mentorship typical of elite advisory platforms, where Associates are treated as integral deal team members rather than execution resources. Key Responsibilities Transaction Execution & Analysis • Perform sophisticated financial analyses and create complex valuation models, • Lead financial modeling across various transaction structures and strategic scenarios, • Conduct comprehensive research on relevant companies, competitors, and sector dynamics, • Manage critical workstreams within deal processes from mandate through closing, • Coordinate across legal, accounting, and other advisory partners Client Interaction & Relationship Development • Prepare and create compelling client presentations and meeting materials, • Interface directly with client senior executives including CEOs, CFOs, and Board members, • Develop understanding of client strategic objectives and translate into actionable recommendations, • Build credibility as trusted advisor through technical excellence and strategic insight Team Leadership & Development • Provide guidance, training, and mentorship to Analyst-level team members, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Help prepare for key industry events and conferences hosted by the firm Required Qualifications • At least 1 year of investment banking experience at the Associate level, • Strong preference for candidates with M&A deal experience and transaction leadership, • Demonstrated experience in Healthcare, particularly Life Sciences sectors (biopharma, diagnostics & tools, etc.), • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with C-suite presentation experience, • Proven ability to manage multiple transactions and projects simultaneously, • Demonstrated leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in fast-paced environment that values initiative, creativity, maturity, and poise, • Team player mentality with strong motivation to contribute to collaborative culture Preferred Qualifications • MBA or advanced degree from leading institution, • Experience across multiple healthcare subsectors and transaction types, • Background in private equity, venture capital, or healthcare operating roles, • Technical expertise in complex deal structures and creative financing solutions, • Multi-cycle market experience, • Track record of analyst mentorship and development Compensation & Benefits • Highly competitive base salary: $185,000 - $250,000 commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance, • Industry conference attendance and networking opportunities Firm Culture The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Associates and developing them into successful senior bankers. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential.

Job DescriptionAera Technology is a pioneer in the growing category of Decision Intelligence Platforms and a Leader in the Gartner® Magic Quadrant™ for 2026 – the technology to digitize, augment, and automate decision-making processes with AI and machine learning. Through our AI decision automation platform, Aera Decision Cloud™, we are helping the best-known brands in the world make smarter, faster decisions. Privately-held and VC-funded, we have a global team of over 400 Aeranauts – and we’re growing. We deliver Decision Intelligence innovation and services that enable enterprises to automate and scale decision making with accuracy and speed. We continue to be the trusted choice of market leaders for our proven ability to generate value and unlock opportunities that were previously unattainable. We are looking for a high-impact, creative, detail-oriented, and organized Communications and Social Media Associate to support Aera Technology’s corporate communications and social media functions. This is a fast-paced, high-visibility role focused on amplifying Aera’s voice across media, influencer, and social channels within the high-growth AI technology landscape. Reporting to the Senior Director of Corporate Communications, you’ll work closely with cross-functional partners across marketing, product, and executive leadership to manage the day-to-day execution of PR/Communications and social media. The ideal candidate will be based in the SF Bay area, and able to work on-site at our San Francisco office 3-4 days per week. Responsibilities: Corporate Communications & PR • Own and maintain the communications calendar — tracking all initiatives, timelines, deliverables, and outcomes, while managing an inventory of shareable assets., • Own and evolve the media, analyst, and influencer database — researching new contacts, building targeted lists, and supporting outreach and pitch distribution., • Develop core communications content — including media and influencer pitches, executive quotes and talking points, briefing materials, customer use case summaries, and press releases., • Monitor and track press coverage — capturing relevant articles, identifying new media opportunities, tracking industry trends, and contributing to reporting and asset development., • Support the Decision Intelligence Podcast program — researching and securing guests, drafting topics and questions, and coordinating scheduling and recording logistics., • Own day-to-day management of Aera’s social media channels (LinkedIn and others), including content scheduling, publishing, and community engagement., • Develop and maintain Aera’s social media content calendar — coordinating with marketing, product, and communications teams to support key announcements, campaigns, and events., • Create and support social content development — partnering with the Content Director to draft posts, develop copy, and supporting assets aligned to Aera’s brand voice., • Monitor social channels and conversations — tracking brand mentions, industry trends, and engagement opportunities, and responding or escalating as appropriate., • Track and report on performance metrics — including reach, engagement, and follower growth, and surface insights to inform content strategy., • Stay current on social trends and platform updates — bringing forward recommendations to continuously improve performance and engagement.About You:, • 2+ years of experience in communications, public relations, and social media for B2B technology companies, • Strong written communication skills, with the ability to adapt tone and style across different formats and audiences (social posts, press commentary, executive messaging)., • Experience supporting PR workflows, including media and influencer engagement, and familiarity with industry tools (e.g., Muck Rack, wire services, and media monitoring platforms)., • Familiarity with major social media platforms (LinkedIn, X/Twitter, Instagram) and social media management tools (e.g., Hootsuite, Sprout Social, or similar)., • Highly organized with excellent attention to detail and project coordination skills — able to juggle multiple priorities and deadlines without dropping the ball., • A proactive, curious mindset: comfortable doing research, synthesizing information, and bringing ideas to the table., • Collaborative team player who can work effectively with cross-functional partners and build relationships with internal stakeholders., • Proficiency in Google Workspace and Microsoft Office., • Proficiency with AI tools to accelerate content creation and research workflows.Nice to Have:, • Experience in a B2B technology, SaaS, or enterprise software environment., • Exposure to PR agency environments or experience working with external PR partners., • Understanding of media relations and PR processes, including pitching, briefings, and coverage tracking., • Experience creating and managing content for a company LinkedIn page or similar corporate social channel.

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