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It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Vice President - Product Control, Market Risk – Corporate and Investment Banking (CIB) role is responsible for risk analysis and independent oversight of market data quality certification used for market risk metrics and reporting. The analyst is responsible for all aspects of market data quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. The Vice President - Product Control, Market Risk – Corporate and Investment Banking (CIB) should have the technical skill to create market data time series and historical reconstruction. The analyst is responsible for reviewing, analyzing, and/or evaluating the Company's market data management that renders risk-based processing and reporting to reduce operating losses and maintain maximum protection of the organization's assets, products, and services. The analyst will recommend opportunities and propose resolutions for improved efficiency, effectiveness, and/or risk reduction for pricing and reporting. • EOD certification process occurs daily from 3 to 8 PM, • Morning hours are dedicated to market data maintenance and data quality check, • Perform daily review, maintenance, and certification of market data accuracy, • Analyze, maintain, and build history for market data proxy used for VAR reporting., • Review market data and static data configuration in multiple platforms., • Liaise with multiple teams to implement and resolve market data discrepancies., • Monitor and manage risk/exposure and compliance with the company's policies., • Identify, manage, and report on daily market data process and workflow., • Quantitative support to the different participants of market data development process., • Activities may include quantitative analysis, risk identification and remediation., • Oversee and ensure the development and implementation of short-term projects., • Organize and implement upgrades in Risk System with the support teams and Methodology., • Perform test on systems in order to improve efficiency in analyzing the reports for risk metrics. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Experience in valuation of financial products and / or market risk management (FX, Rates, Bonds, Equities, CDS, Convertibles, Fixed Income Structured products (RMBS, CMO, MBS, CLO,…)., • Experience in knowledge of market products, obtaining inputs for valuation and market information systems (Bloomberg, Reuters, ICE, Market, etc.)., • Development of analysis tools and prototypes for defined market data feed (mainly in VBA or Python)., • Bachelor's degree (or equivalent) in Economics, Mathematics, Physics, Engineering, or a related field., • Knowledge in market data and financial products., • Strong Excel, Excel VBA and Python a must, • Knowledge in external vendor tools as Murex and Asset Control will be a plus., • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $190,000.00 USD Maximum: $245,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As an Associate on the NY Technology team in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff. • Participate in advanced training programs to further develop technical expertise and leadership skills., • Take a leadership role in the preparation of client presentations, pitch books, and financial analysis., • Manage and review financial models, valuation analyses, and transaction documentation., • Oversee Analysts’ work and ensure accuracy in deliverables., • Actively participate in client meetings and deal discussions., • Contribute to transaction structuring discussions and negotiation processes., • Support senior bankers in identifying and pursuing new business opportunities. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • Bachelor’s degree or equivalent from an accredited institution., • 3+ Years Finance, Investment Banking or related field/sector experience.., • Demonstrated knowledge of corporate finance and investment banking products, with experience working on executed M&A and other advisory transactions., • Expert knowledge of Excel and PowerPoint with advanced financial modeling skills., • Exceptional attention to detail, analytical rigor, and the ability to manage multiple transaction processes concurrently., • Strong communication and interpersonal skills with the ability to operate effectively in a client-facing environment, • Team player and self-starter., • Strong technical financial modeling and valuation skills. Certifications: • No Certifications listed for this job., • Transaction exposure within IT Services, FinTech, or Business Services. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $175,000.00 USD Maximum: $225,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a CIB, FIG Associate in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff. • Participate in advanced training programs to further develop technical expertise and leadership skills., • Take a leadership role in the preparation of client presentations, pitch books, and financial analysis., • Manage and review financial models, valuation analyses, and transaction documentation., • Oversee Analysts’ work and ensure accuracy in deliverables., • Actively participate in client meetings and deal discussions., • Contribute to deal structuring and negotiation processes., • Support senior bankers in identifying and pursuing new business opportunities. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree or equivalent: in Finance, Business or equivalent degree - Required., • Master's Degree/ MBA: MBA - Preferred., • 3+ Years Finance, Business or related field/sector - Required., • Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in [sector]., • Expert knowledge of Excel and PowerPoint with advanced financial modeling skills., • Strong communication and interpersonal skills., • Team player and self-starter., • Strong technical financial modeling and valuation skills. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $175,000.00 USD Maximum: $225,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Job Purpose: The Associate will support a Senior Analyst in the Healthcare sector, focused on Biotechnology, with an emphasis on companies where applied chemistry, process development, formulation, and manufacturability (CMC) are key drivers of value. The Associate will conduct primary research and fundamental analysis, build and maintain financial models, and help author differentiated research that translates scientific/technical insights into clear investment conclusions. The ideal candidate is a self-starter with strong analytical rigor, excellent writing skills, and a Master’s-level foundation in Chemical Engineering and applied chemistry. Duties & Responsibilities: Research, Diligence & Technical Analysis • Perform deep diligence on biotech platforms and products where chemistry and process matter, including (as applicable): ADCs, oligonucleotides/siRNA, peptides, radiopharmaceuticals, LNP/delivery systems, biologics formulation, and chemistry-enabled tools., • Evaluate CMC and scale-up risk across development stages (preclinical through commercial), including:, • Synthetic route/process complexity, yield/throughput considerations, impurity profiles, stability and degradation pathways, • Formulation constraints, cold-chain/logistics considerations, and analytical characterization/assay robustness, • CDMO/manufacturing capacity, tech transfer risk, and timeline sensitivities impacting commercial readiness., • Conduct primary research through KOL outreach, expert calls, surveys/polling, and other proprietary data collection to support thesis formation and ongoing monitoring., • Build and maintain company financial models (forecasting, scenario analysis, valuation work) for use in updates, investment recommendations, and client discussions., • Assist in drafting and publishing research: initiations, earnings notes, catalyst previews/recaps, thematic reports, and breaking-news updates., • Help maintain and grow relationships with company management teams, industry/academic contacts, internal Sales & Trading partners, and institutional investors., • Master’s degree in chemical engineering preferred with demonstrated strength in applied chemistry (e.g., reaction engineering, separations/purification, formulation, analytical characterization, process development/scale-up)., • Demonstrated interest in Biotechnology and life sciences investing; ability to connect scientific/engineering details to business and valuation outcomes., • Strong financial aptitude and willingness to build expertise in modeling, forecasting, and valuation (advanced Excel required)., • Excellent written and verbal communication skills; ability to explain complex technical concepts clearly to non-technical audiences., • Highly organized, detail-oriented, and able to thrive in a fast-paced, deadline-driven environment., • Strong work ethic, resourcefulness, and critical/creative thinking. Additional Skills: • 1–3 years of experience in equity research, investment banking, consulting, or biopharma industry roles (process development, analytical development, manufacturing/CMC, QA/QC, or related)., • Familiarity with biopharma development and regulatory context as it relates to CMC (e.g., comparability, stability programs, method validation concepts)., • Experience with scientific literature review and interpreting preclinical/clinical datasets in conjunction with chemistry/manufacturing constraints., • SIE, Series 63, 86 & 87 preferred (not required upon hiring). Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.

H.C. Wainwright is a leading New York City-based boutique investment bank focused on capital markets and equity research across technology, life sciences, and other high-growth sectors. H.C. Wainwright is widely recognized as a leader in capital markets and has been ranked the #1 Placement Agent by EPFR since 1998. The firm is seeking an Equity Research Associate to join its growing Technology practice. This role offers the opportunity to work alongside a senior analyst covering some of the most dynamic and fast-evolving sectors in the market, including cryptocurrency, blockchain infrastructure, data centers, and high-performance computing (HPC). Key Responsibilities • Conduct in-depth fundamental research on public companies across cryptocurrency, blockchain, data center, and HPC sectors, • Build, maintain, and refine detailed financial models and valuation analyses, including DCF, comparable company, and precedent transaction frameworks, • Assist in the preparation of initiation-of-coverage reports, earnings previews and reviews, thematic research notes, and sector updates, • Monitor sector news, industry developments, regulatory changes, and competitive dynamics on an ongoing basis, • Support senior analyst in client interactions, investor calls, and conference presentations, • Develop and maintain relationships with company management teams, institutional investors, and industry contacts, • Contribute to the team's thought leadership by identifying emerging trends and investment themes within coverage sectors Qualifications • Minimum 1.5 years of sell-side equity research experience required; technology sector experience strongly preferred, • We will prioritize candidates with SIE/86/87 licenses, • Strong understanding of cryptocurrency, blockchain technology, data center infrastructure, and/or HPC markets preferred, • Highly proficient in financial modeling, valuation methodologies, and quantitative analysis, • Excellent written and verbal communication skills, with the ability to distill complex technical and financial concepts for an institutional audience, • Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment, • Self-starter with strong attention to detail and a collaborative, team-oriented mindset Compensation Base Salary Range: $100-150k (offers to be determined based on experience, education, and skill set) Employees are eligible for an annual discretionary award based on individual performance and the overall success of the Company.

Senior Performance Analyst | New York (Full-Time) This role leads performance measurement, analytics, and reporting across investment portfolios, serving as the internal authority on methodology, composite construction, valuation, and reporting standards. The position partners closely with investment, client, compliance, and operations teams while coordinating with external reviewers. Responsibilities include overseeing daily return calculations at both account and composite levels, resolving discrepancies, and maintaining data integrity across performance systems and benchmarks. The role delivers periodic reporting and evaluates dispersion trends. It also manages composite membership, ensures adherence to industry standards, supports compliant presentations, and coordinates external verification processes. Additional duties include reviewing security valuations, approving pricing exceptions, and contributing to valuation governance. The analyst conducts multi-period attribution to explain performance versus benchmarks and helps develop consistent analytical frameworks, translating results into actionable insights. The role supports client reporting by producing customized materials, responding to inquiries, and assisting with RFPs and presentations. Candidates should have significant experience in investment performance within asset management, strong knowledge of performance standards, and expertise with reporting systems and data tools. Advanced Excel skills are required. Professional certifications (CIPM, CFA), multi-asset experience, and familiarity with automation tools are preferred.

Our client is a biotech hedge fund with $2bn AUM that has consistently outperformed peer funds and the NBI. The team operates with a lean structure, led by 2 Founders from top tier life sciences funds and supported by 4 additional Investment Professionals. This is a true career track role, with an expectation and encouragement to stay long term and a clear historical precedent of promoting from within. The team is based in NYC with onsite work most of the week and some flexibility. The fund is long only with the ability to invest privately as needed, taking a venture style approach to the public markets with a highly concentrated portfolio. Responsibilities • Conduct qualitative and quantitative fundamental analysis of companies, including assessment of competitive advantage, management team, and industry structure, • Perform in-depth investment research: including both independent and due diligence such as speaking company management teams and industry experts, and analyzing publicly available data such SEC documents, company conference calls, • Conduct detailed fundamental analyses of companies and industries, building financial forecast models, performing valuation analyses, and assessing the risks., • Analyze financial metrics of companies by evaluating historical performance and building models of financial statements, including proprietary forecasts, • Performs valuation analyses on companies, including price targets as well as upside and downside valuation, • Actively monitor existing holdings and investment opportunities within market, • Support Sales and Marketing teams with external communications as assigned, • Keep abreast of industry approaches and best practices and integrates findings into work as appropriate, • Participate in ad hoc research projects as needed, • Related duties and projects as assigned Qualifications • 2+ years’ experience in Biotech Investment, Equity Research, Consulting, Investment Banking, etc.., • Advanced scientific degree (MD, PhD, PharmD) preferred but not required, • Excellent research, financial modeling, analytical, and valuation skills, • Passion for financial analysis, company analysis, and industry research, • Excellent verbal and written communications skills with the ability to communicate complex subject matter, • Demonstrates strong analyst acumen, • Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment, • Demonstrates good working relationships with all departments

About Cohen & Company Capital Markets: Cohen & Company Capital Markets ("CCM") was established in 2021 with a firm commitment to providing expertise to clients navigating challenging markets and complex transactions. We have emerged as one of the fastest-growing boutique investment banks on Wall Street. Our team was founded on the belief that traditional bulge-bracket banks and elite boutiques lacked coverage for emerging products and industries. As we drive this mission forward, our team members will play a crucial role in our continued success. We advise leading and emerging companies across sectors to address strategic and financial opportunities. We leverage a strong reputation, a broad network and superior execution to serve our clients’ interests first and always. We are looking for an outstanding investment banking analyst to join our growing team in New York City. Our bankers at all levels must be prepared to lead transactions and drive our continued impressive growth as we disrupt the landscape of Investment Banking. Compensation will be commensurate with comparable top elite boutique investment banking franchises. Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise. The CCM team benefits from significant transaction experience and domain expertise. The firm has established a record of accomplishment by executing complex and transformational transactions across Digital Assets, Technology, Cyber, Autotech, LifeSciences, Consumer and other emerging, high-growth verticals. CCM offers a full suite of services including strategic advisory, capital markets advisory, SPAC advisory and merchant banking. CCM has quickly experienced significant success, with over 180 announced and closed transactions since its founding in 2021. More details: About Cohen & Company, LLC: Cohen & Company (parent company of CCM) is a financial services business specializing in capital markets, asset management and principal investing. Job Description: CCM is actively recruiting an Analyst to join our investment banking team. The role will be based out of our New York office. The candidate will have the opportunity to work directly with a close-knit team of seasoned professionals and be a key player in the execution of investment banking related transactions across the capital structure including IPOs, Follow-Ons, Private Placements, and SPAC related capital raise transactions. Our Analysts assume significant responsibility and are included in all aspects of a transaction from origination to closing. They work on small deal teams, get immediate and direct exposure to senior bankers and client senior executives, and are responsible for the day-to-day execution tasks of each transaction. The work is fast-paced and requires the ability to work under pressure and manage tight deadlines. CCM offers Analysts the chance to get exposure to high-profile transactions, advance more rapidly and take on more responsibility than at traditional bulge-bracket firms. This is a unique opportunity to help build a rapidly growing investment banking team. Key Responsibilities: Analysis of companies, transaction structures, deal activity, and corporate filings Process management including buyer / investor interaction due diligence request tracking Company valuation, and financial performance analysis Model and / or manage the modeling of complex transaction scenarios Data analysis using mathematical models and statistical techniques General research and presentation of findings Creation of materials for Board meetings, client presentations and due diligence support materials Create industry specific valuation analyses such as public comps and precedent transactions Requirements: Relevant experience in Investment Banking; M&A, private placements and / or equity capital markets Additionally, candidates with specific product experience in equity capital markets, private capital raises, or M&A advisory would be a strong fit for our growing franchise Undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts with preference for strong academic record Strong work ethic, self-motivated and entrepreneurial Excellent problem solving and analytic ability with strong quantitative / technical skills and attention to detail Strong knowledge of Excel, PowerPoint, and other industry resources such FactSet and Pitchbook Exceptional writing and verbal communication skills Maturity, presence, and poise to take on client-facing responsibilities Series 63, 79, and SIE licenses required at time of hiring or shortly thereafter US work authorization Why Cohen & Company Capital Markets: Strong senior bankers from bulge-bracket firms with long track record of successful deals Premium deal flow with significant exposure to high-profile transactions. Majority of work will be executing in leadership roles in meaningful transactions Excellent career path with highly attractive elite boutique compensation and significant upside Access to world-class executives at high-growth companies Close-knit, rapidly growing team **Cohen and Company Capital Markets a division of Cohen & Company Securities, LLC / Member FINRA, SIPC an indirect subsidiary of Cohen & Company, Inc. (NYSE: COHN; “Cohen”)

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Job Description: We believe in bold ideas, diverse perspectives, and the drive to transform knowledge into impact. Here, your curiosity fuels progress, your voice shapes innovation, and your ambition helps redefine what's possible within science and learning. We are a culture that obsesses over impact, challenges, and drives what's next to power infinite possibilities for our customers, colleagues and society at large. About the Role: Wiley is executing a focused portfolio transformationthrough M&Ato accelerate its evolution as a research and learning company. The Director, Finance M&A is a newly created role within FP&A, to give that agenda the dedicated capacity and business partnership it requires. The role partners closely with commercial and operational leaders to align on revenue assumptions, growth drivers, and synergy commitments, translating these discussions into robust, financially sound transaction analyses. It requires credibility and influence across Corporate Development, the business units, and the operational teams ultimately responsible for delivering synergies. This is a highvisibility, executionfocused role with direct exposure to the CFO, CEO, ELT, and external stakeholders, offering a clear development path toward senior leadership within FP&A or Corporate Development. The role reports to the SVP of FP&A. Job Responsibilities: Transaction Analysis & Business Partnering • Lead financial analysis for acquisitions, divestitures, and strategic partnershipsonbuy-side and sell-side, • Own the Finance workstream during due diligence: quality of earnings, working capital, synergy modeling, and integration/separation cost estimation, • Partner with business and operational leaders to develop and pressure-test revenue assumptions, growth drivers, and synergy targets ensuring financial models reflectproper valuation, • Collaborate closely with Corporate Development, bringing FP&A's proximity to internal data, business context, and financial planning processes to improve deal evaluation FP&A M&A Integration • Own hypotheticalM&Ascenario planning end-to-end, relieving capacity pressure on the broader FP&A team, • Translate active and pending transactions into the operating financial plan: carve-outs, integration budgets, stranded cost analysis, and pro forma modeling, • Maintain a live deal pipeline tracker with financial context, updated for leadership review on a regular cadence Post-Close Financial Integration • Own post-close financial integration, working within FP&A to establish reporting structures, chart of accounts alignment, and financial process setup for newly acquired or divested businesses, • Oversee all traditional post close activities includingbut not limited tosynergy realizationand integration cost commitments, • Serve as the financial integration lead across Finance, Accounting, Treasury, and Tax during the post-close period Capital Allocation & Reporting • Develop financial frameworks to evaluate portfolio composition, ROIC, and capital deployment across inorganic activity, • Support CFO, FP&A, and Investor Relations with M&Arelated financial narrative for earnings, Board materials, and management presentations, • Contribute to Finance Transformation objectives building a repeatable, disciplined M&A finance playbook that institutionalizes best practices across the team Team & Resource Management • Manage contingent and/or offshore analyst support to flex capacity with deal activity, • Build and advance due diligence templates, integration checklists, and scenario planning frameworks that make the broader FP&A team more effective over time Required Qualifications: • Proven experience in investment banking, corporate development, FP&A, or a dedicated M&A finance function, • Demonstrated experience contributing to financial due diligence on buy-side and/or sell-side transactions, with particular emphasis on business partnering and assumption development alongside modeling, • Experience working across commercial and operational functions to align on synergy targets and integration plans is strongly valued, • Post-close financial integration experience is a plus but not required, • Industry background in publishing, technology, information services, data/analytics, or SaaS preferred but not required, • Strong financial modeling and valuation skills: DCF, accretion/dilution, synergy builds, working capital and quality of earnings analysis., • Fluency in separation accounting, carve-out financials, and stranded cost modeling, • Exceptional business partnering skills able to engage credibly with commercial and operational leaders and translate qualitative business insight into financial assumptions, • Clear, direct communicator who can synthesize complex analysis for the CFO, CEO, andELT Preferred Qualifications: • 7+ years in investment banking, corporate development, FP&A, or a dedicated M&A finance function. We power infinite possibilities. For more than 200 years, we've transformed knowledge into discoveries that shape the world. Today, our global team of innovators, creators, and experts is driving what's next in science, education, and publishing-creating impact that reaches everywhere. We're not just observers of progress. We're the ones accelerating scientific breakthroughs, advancing learning, and sparking innovation that redefines entire fields and improves lives. Here, your talent matters. Your ideas have room to grow. And your work creates breakthroughs that can change everything. Wiley is an equal opportunity/affirmative action employer. We evaluate all qualified applicants and treat all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, genetic information, or based on any individual's status in any group or class protected by applicable federal, state or local laws. Wiley is also committed to providing reasonable accommodation to applicants and employees with disabilities. Applicants who require accommodation to participate in the job application process may contact for assistance. We are proud that our workplace promotes continual learning and internal mobility. Our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We offer meeting-free Friday afternoons allowing more time for heads down work and professional development, and through a robust body of employee programing we facilitate a wide range of opportunities to foster community, learn, and grow. We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The range below represents Wiley's good faith and reasonable estimate of the base pay for this role at the time of posting roles either in the United Kingdom, Canada or USA. It is anticipated that most qualified candidates will fall within the range, however the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to, geographic location, skills, and competencies. When applying, please attach your resume/CV to be considered. Salary Range: 145,200 USD to 212,800 USD#LI-JG1 Job Posting Title: Director of Finance - M&A Location: Hoboken (HQ), NJ, USA

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. 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

Our Valuation, Advisory/Analytics group is adding a new Real Estate Valuation Analyst to our team. If you are seeking the chance to learn more about the real estate industry from a global leader where you will have the opportunity to gain a wealth of experience and take advantage of the opportunity

Job DescriptionA growing long/short equity hedge fund is seeking a full-time Investment Analyst to join its small, high-performing investment team. The fund focuses on deep fundamental research and high-conviction investing across the global Technology, Media & Telecom (TMT) and Consumer sectors. Role OverviewThe Investment Analyst will work closely with senior team members on fundamental research, financial modeling, and idea generation for both long and short positions. This role offers significant exposure to the full investment process and the opportunity to contribute meaningfully within a lean, entrepreneurial environment.Key Responsibilities • Conduct fundamental company and industry research within TMT and Consumer sectors, • Build and maintain detailed financial models, • Develop and present investment ideas with clear risk/reward frameworks, • Monitor portfolio holdings and sector developments, • Prepare investment memos and supporting materialsQualifications, • 2+ years of investment banking experience required, • Buyside experience in public equities is a strong plus, • Strong analytical, modeling, and valuation skills, • Demonstrated interest in fundamental investing, • Independent thinker with clear, concise communication skills

The Pricing and Valuation Analyst Interns assist the daily OTC settlement process and focus on certain OTC products, including Financial and Commodities futures & options. They will work with the operation team to help clients understand the CME OTC pricing and valuation.

As a Pricing Direct Evaluator - Analyst in the Investment Grade Fixed Income team, you will join a revenue-generating team that provides independent valuation and analytics for over 3 million fixed income and derivative instruments, utilizing real time market intelligence from buy side and sell s

Develop cutting-edge methodologies and manage infrastructure to increase efficiency and speed of valuations. Join a team that delivers independent, reliable, and accurate securities valuation services to clients worldwide. Through periods of volatility and uncertainty, market participants are always

Working within the Commercial Analytics team, the Transmission Analyst is responsible for the daily execution and maintenance of software used for modeling transmission basis.This role supports the valuation of renewable generation assets and complex power market transactions across North America.Th

As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizi

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Mid Cap Healthcare Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in our Mid Cap Investment Banking Healthcare group, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Analyst class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities * Develop content for strategic meetings with clients regarding M&A or capital market transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses * Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Associates and Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role. * A well-rounded academic background from a top tier educational institution. * Strong financial modelling skills * Understands transaction cycle and the steps in the process and is execution oriented. * Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. * Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $110,000.00 - $135,000.00 / year

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements.Imputing financial data into a valuation model.Reviewing and analyzing market comparisons and imputing the a

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. 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

Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation. As a Senior Manager within the Valuation team, you will be a key member of our current

We are looking for an Analyst/Associate to be part of a dedicated team that focuses on complex analytics, financial models, and valuation and works hand-in-hand with other teams within our firm (i. Our Analysts/Associates also work on stand-alone fairness, solvency, and transaction-based valuation

We are seeking a Valuation Senior Analyst to support the evaluation of greenfield development and M&A investment opportunities across the U. The Valuation & Investments (V&I) team is the center of excellence for financial analysis within AES' U. Support the valuation of renewable energy projects by

Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation. Oversee the financial aspects of valuation engagements, including budgeting, billing, a

The Strategic Insights & Valuation Analyst will work out of the corporate office in New York City on the Valuation, Research & Analytics team within OVG's Global Partnerships division. The Analyst, Strategic Insights & Valuation will support the application of data across the organization to integra

As a PricingDirect Securities Valuation Analyst on the Municipal Bond team, you will gain access to the trading, research, analytics, and technology resources of JPMorgan Chase, and combine financial concepts with quantitative skills to manage large volumes of data to develop pricing models and proc

As a PricingDirect Securities Valuation Analyst on the Municipal Bond team, you will gain access to the trading, research, analytics, and technology resources of JPMorgan Chase, and combine financial concepts with quantitative skills to manage large volumes of data to develop pricing models and proc

Job Description Our client, a leading independent global investment bank, is actively seeking an Analyst for its Consumer team. The group advises clients across retail, consumer products, food & beverage, beauty, wellness, and e-commerce, and is recognized for its deep sector expertise, strong relationships with founders, entrepreneurs, corporate clients, and private equity sponsors, as well as its successful track record in strategic advisory and transaction execution. The Analyst will work closely with senior bankers and clients across all stages of live transactions and business development initiatives. This role offers significant exposure to M&A and capital raising assignments, with substantial responsibility in financial analysis, valuation work, transaction execution, and preparation of client materials. Key responsibilities include developing and maintaining detailed financial models and valuation analyses, including DCF, comparable company, precedent transaction, and LBO analyses; preparing pitch books, confidential information memoranda, management presentations, and other marketing materials; conducting industry, market, and company research; supporting due diligence processes and transaction coordination; managing data rooms and buyer/investor outreach; and assisting senior bankers in the execution of strategic advisory assignments. The ideal candidate will have 1–3 years of relevant investment banking experience, preferably within consumer, retail, or broader industry coverage groups. Candidates should demonstrate strong financial modeling, analytical, and quantitative skills, along with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment. Strong written and verbal communication skills, a collaborative and team-oriented mindset, and a genuine interest in consumer trends and markets are essential. The successful candidate will be highly motivated, intellectually curious, and capable of thriving in a demanding, client-focused environment. Bachelor's degree required.

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 DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . Director, Financial & Corporate Communications What You'll Do: You will define and lead CoreWeave's financial and strategic communications function at a pivotal moment in the company's evolution as a newly public company, shaping how our business is understood by investors, analysts, media, and policy stakeholders. You will own earnings communications, financial media strategy, and high-stakes issues management—translating complex financial, operational, and technical concepts into clear, compelling narratives that influence market perception and investor confidence. Partnering closely with executive leadership, Legal, IR, and Policy, you will provide real-time counsel during critical moments such as earnings cycles, market-moving announcements, customer concentration scrutiny, AI infrastructure policy debates, and periods of heightened public or investor attention. You will build and scale the systems, relationships, and operating rigor required to succeed as a public company, ensuring CoreWeave's story is consistently understood with credibility, precision, and impact. This role blends strategy and execution, requiring exceptional judgment, speed, and the ability to operate at the center of business-critical decisions. About the Role: As our first Director of Financial & Corporate Communications, you will report directly to the Head of Communications and serve as a key advisor to the CEO, CFO, and executive leadership team. This is a rare opportunity to build and define the financial communications function at a newly public, hyper-growth company navigating increased market visibility, investor expectations, and scrutiny. You will establish and refine our voice with financial markets, leading communications for earnings, capital markets activity, potential M&A, and ongoing public company disclosures. You will prepare executives for earnings calls, investor engagement, and high-profile media interactions, ensuring clarity, consistency, and credibility across all external narratives. You will also lead communications through high-stakes scenarios such as infrastructure reliability incidents, rapid growth scrutiny, or shifts in the AI and semiconductor landscape that impact investor sentiment. In parallel, you will design and implement frameworks to monitor narrative risk, measure communications effectiveness, and scale processes aligned with public-company standards. Joining now means shaping not just how we communicate, but how we are perceived in the public markets during a defining phase of growth. Success in the First 6–12 Months: • Establish and lead a best-in-class earnings communications process, including messaging, executive preparation, and financial media engagement aligned to public-company standards, • Build and deepen relationships with top-tier financial and business media (e.g., Bloomberg, WSJ, FT, CNBC), resulting in stronger, more consistent coverage and message pull-through, • Develop and operationalize a comprehensive issues management framework, including clear escalation paths and rapid-response protocols, • Successfully lead communications through at least one high-stakes or market-sensitive scenario (e.g., earnings cycle, major announcement, reputational risk moment) with strong executive alignment and positive external outcomes, • Partner closely with Finance, Legal, IR, and Policy to ensure message consistency, disclosure discipline, and risk mitigation in a public-company environment, • Define and implement measurable KPIs for communications effectiveness, including media sentiment, analyst perception, and narrative consistency, • You bring 9+ years of experience in financial or corporate communications, ideally within publicly traded or late-stage technology companies., • You have led earnings or investor communications, managed complex and high-visibility issues, and advised senior executives in moments that matter., • You are a sharp, disciplined storyteller who can distill complex financial and technical concepts into clear, credible narratives., • You have strong relationships with financial and business media and a proven ability to collaborate cross-functionally with Legal, IR, Finance, and Policy. Experience in cloud, AI, semiconductors, or infrastructure; deep familiarity with public company reporting cycles, disclosure expectations, and investor dynamics; and experience managing external agencies during periods of heightened media or market scrutiny. Wondering if you're a good fit? • We believe in investing in our people and value candidates who bring diverse experiences and perspectives—even if you don't meet every requirement. If the following resonates, we'd love to connect:, • You are motivated by shaping corporate and financial narratives that directly influence market perception and investor confidence, • You are energized by operating at the center of a public company, where communications directly impact valuation, credibility, and trust, • You are deeply curious about emerging trends in AI, infrastructure, and financial communications At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $165,000 to $242,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). #Lijobs What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Technology team is actively looking for an experienced Analyst to join our team in New York. 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. 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 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 New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $115,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionDescription: The Transactions team at Curbline Properties is looking for an Analyst in New York City who will provide financial and analytical support in the acquisition and disposition of retail properties. We need an Analyst comfortable operating behind the scenes and being in the trenches of underwriting a high volume of retail assets with a focus on improving portfolio quality. The Analyst will live and breathe in Excel and Argus daily to prepare and review financial projections, pricing analyses, and due diligence for asset acquisitions and dispositions. To thrive in this role, an Analyst must have prior commercial real estate underwriting and valuation experience with advanced working knowledge of Argus and Excel financial modeling. This position works a hybrid schedule in the NYC regional office Monday-Wednesday. During the initial 90-day onboarding period, it is encouraged to be onsite 4-5 days a week so you can get successfully orientated and trained in your new role. The expected salary range for this position is between $85,000 - $100,000. Actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, geographical and industry market data, and business considerations and other factors permitted by law. To be successful in this role, you will need to: • Utilize financial metrics such as internal rate of return, return on investment, loan amortization schedules, earnings accretion, etc. to prepare financial projections related to the acquisition and disposition of real estate assets, • Coordinate and review financial due diligence related to the acquisition and disposition of properties, • Conduct due diligence for new acquisitions including lease review, verifying and assisting with financial underwriting, reviewing historical financials and CAM reconciliations and obtaining third party reports, • Assist in the closing process of acquisitions including reconciling closing pro-rations, preparing internal closing memos and transferring the property to the operations team or buyer at the time of closing, • Participate in the drafting and review of transaction documents consisting of acquisition and disposition memos, due diligence memos, and broker Offering Memorandums, • Assist the transaction process by coordinating with other Curbline departments, brokers and legal counsel to consummate disposition and acquisition transactions, • Prior experience in a professional, analytical role working with Argus and Excel within the commercial real estate industry, • Strong educational background in finance, accounting or real estate, • Passion for retail real estate transactions and the dealmaking process, • Exceptional attention to detail and accuracy when underwriting, • Real estate and business financial acumen to understand larger impact of work in the organization, • Self-motivation and grit to underwrite a high volume of deals ABOUT US Curbline Properties’ is the first publicly traded REIT (NYSE: CURB) focused exclusively on owning and managing convenience shopping centers positioned on the curbline of well-trafficked intersections and major vehicular corridors in suburban, high household income communities. We operate as a distinct sector within the retail real estate landscape. We are headquartered outside of Cleveland in Beachwood, Ohio, and have regional offices in New York City, Atlanta, Georgia and Boca Raton, Florida. Requirements:

Job Description Vice President, Business Development & Hotel Acquisitions SUMMARY: Vice President, Business Development & Hotel Acquisitions will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i. None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling

This new role will focus on valuations and analytics for Private Credit investments, assisting in the end-to-end valuation process, collaborating with deal teams on complex valuations, and refining valuation templates in partnership with the Global Valuation Group. Compile valuation materials that w

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 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: Artifact Expert — Financial Analyst Type: Contract Compensation: $80–$120/hour Location: Remote Role Responsibilities • Review existing pitch slides, memos, and Excel models. Provide detailed, constructive feedback., • Create original finance artifacts such as pitch decks, three-statement models, and valuation analyses., • Annotate and comment on artifacts to improve structure, narrative, and modeling rigor., • Apply financial analyst expertise to ensure artifacts reflect realistic, high-quality professional output. Must-Have • 4+ years of professional experience in investment banking, equity research, private equity, FP&A, or corporate finance., • Strong Excel modeling and PowerPoint skills., • Strong attention to detail and written communication., • Upload resume, • AI interview based on your resume

Job Description Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in New York City. 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 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. Job Description: Oppenheimer & Co. Inc. is seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing. Responsibilities: • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis., • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies., • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses., • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines., • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation., • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints., • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts., • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities., • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred., • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are hiring a Senior Data Analyst within our Business Intelligence organization to work with the Customer Value product team. The Customer Value team is responsible for matching members to providers, routing members to the appropriate care, and forecasting utilization for each of our customers. This position will be critical in building out the metric tree that shows the north star metrics that the Customer Value product team drives, and the component metrics that provide visibility into the drivers and influences that they should be focused on to do root cause analysis. It is vital that the Customer Value team can measure the impact of precision care routing (PCR) on financial performance to uncover optimization opportunities. Equipping the team with this BI support is critical to their success. You'll operate in a cross functional data team that includes data scientists and analytics engineers, all of whom are working towards this goal with you. This is a full time position on our team that reports to the Associate Director, Analytics - Product and Revenue. This is a remote position that may require occasional travel for company or team events. What you'll be doing • Partner with the Customer Value team to build, maintain, and improve reporting infrastructure that supports our provider experience metrics and related KPIs., • Develop a metric tree for any distinct Customer Value team with a separate North Star Metric, that can be broken down into component metrics and influences., • Develop dashboards and data visualizations that empower non technical users within the Customer Value team to understand overall trends and drill into drivers of metric movements., • Support the Customer Value sub-team responsible for routing members to the right care by measuring the impact of this routing on financial performance., • Partner with the data science team to dive deeper into major trends, helping us understand what is driving those changes., • Ensure downstream teams can access and utilize data effectively by providing training, documentation and support for the dashboards and data products you deliver., • Ensure accurate and consistent reporting of metrics, collaborating with cross-functional stakeholders to ensure data alignment across the business., • Develop tools and analyses that enable the Customer Value team to hit their own KPIs - you're successful when you help your team be successful!, • Reduce the amount of time teams spend manually pulling data to inform decisions, • Develop dashboards and analyses that deliver ongoing value to teams, measured in proxy by the number of monthly active users and total views different dashboards and analyses receive, • You are passionate about changing the face of mental health care and Spring Health's mission to remove all barriers to mental health resonates with you, • You have 5+ years of working experience working with data, data visualization, and dashboarding tools, • You have experience working with product and/or finance analytics, • You are strong in SQL, and have used dbt or similar data transformation tools, • You have strong user empathy - you can deeply understand the core issues stakeholders are having and translate them into solutions that meaningfully improve their ability to operate, • You have experience working with Looker or other similar data visualization tools (Hex, Tableau, Omni, etc), both creating the data model and building dashboards, • You focus on impact, finding the things you can deliver that deliver the most value for your stakeholders, • You have good communication skills, are comfortable explaining technical concepts to a non-technical audience, and are comfortable working independently with executive level team members, • You are humble, highly motivated, and thrive in fast-paced environments, • You have a proven ability to proactively manage your own priorities and dependencies in alignment with cross-functional dependencies and business impact, • You have a passion for successfully navigating ambiguous problem areas and learning new approaches The target base salary range for this position is $125,000 - $142,000, and is part of a competitive total rewards package including equity and benefits. Individual pay may vary from the target range and is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all employee pay and compensation programs annually using Radford Global Compensation Database at minimum to ensure competitive and fair pay. Benefits provided by Spring Health: Note: We have even more benefits than listed here and below, your recruiter will provide more in-depth information as you continue in the interview process. Benefits are subject to individual plan requirements and eligibility criteria. • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions., • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes, • Strong understanding of DCF, binomial, and option pricing modelling techniques., • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method., • Perform market, industry, and economic research and analyses, • Review and summarize financial, corporate, and legal agreements and other documents, • Write narrative valuation reports and memorandums, • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate, • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus., • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg)., • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm., • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc., • Experience working with Capital IQ., • Highly Proficient in Microsoft Office, especially Excel and Word, • Good understanding of the accounting standards related to financial instruments and valuations is a plus., • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment, • Excellent written, interpersonal, and presentation skills, • Python programming/coding is a plus, • Individuals on the path to obtaining the CFA qualification is a plus. This job description is not an exhaustive list of all responsibilities, and duties may change Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the Director of Operations Analytics & Workforce Optimization, the Senior Business Analyst, Operations Analytics will help drive operational excellence and measurable impact at scale across the Health Plan Operations (HOPs) department. In this role, you will own strategic analytics, forecasting, and performance measurement that inform strategic decisions and day-to-day revenue cycle management operations. This is a full time, fully-remote position, though the ability to be onsite in our NYC office once a week is preferred. What you'll do: • Translate complex analytics into actionable insights to improve workflows, service delivery, and operational efficiency, leveraging AI functionality wherever possible to reduce time-to-insight and increase actionability., • Serve as a strategic partner to HOPs leadership, providing analytical guidance on their most critical business priorities, including reducing bad debt, improving clean collections rates, reducing aged Accounts Receivable, and improving team efficiency., • Partner with business intelligence and HOPs partners to build and maintain automated dashboards, KPI definitions, metric trees, and recurring performance packages., • Analyze operational trends and drivers to surface insights, root causes, and leading indicators—translating findings into clear narratives for leadership across HOPs, as well as cross-functional partners., • Key output metrics: Measurable lift in key output metrics for HOPs stakeholders (bad debt, clean claims rates, aged AR, efficiency, etc.), • Adoption: HOPs stakeholders implement the guidance provided by strategic analytics, • Automation leverage: Reduction in manual recurring reporting hours for priority metrics, • Time-to-insight: Reduction in time from question intake → decision-ready output for priority requests Bachelor's degree in Business, Economics, Engineering, or a similar analytical field; Master's degree preferred • Minimum of 3-5 years of experience in operations strategy, analytics, RCM, or a related role (e.g., management consulting, tech, finance), • Experience in the healthcare industry, particularly mental healthcare, is a plus, • Proven experience in developing and managing analytical models, with a strong command of data and visualization tools (e.g., Looker, SQL, Hex), • Demonstrated ability to partner with leadership to solve complex business challenges using data and structured analysis, • Excellent communication and storytelling skills; able to synthesize complex analysis into actionable insights and influence leadership decisions. Benefits provided by Spring Health: Note: We have even more benefits than listed here and below, your recruiter will provide more in-depth information as you continue in the interview process. Benefits are subject to individual plan requirements and eligibility criteria. • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required • 2+ years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits [What's On Offer] Comprehensive health insurance, 401K, PTO, sick days, bonus

Job Description Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Analyst, Actuarial will play a key role in Oscar's valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses. This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact. You will report into the Director, Actuarial. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $101,844 - $133,670.25 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users., • Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards., • Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process., • Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets., • Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders., • Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes., • Governance: Compliance with all applicable laws and regulations., • Other duties as assigned. Requirements: • Bachelor's degree in a STEM field., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Strong knowledge of core health insurance concepts and experience with actuarial applications. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Hi, we're Oscar. We're hiring an Analyst II, Actuarial to join our Actuarial. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Analyst II, Actuarial maintains Oscar's forecasting, valuation, and pricing processes for several Affordable Care Act (ACA) markets. You will oversee regularly maintaining and reviewing actuarial models used to develop pricing, forecasting, trend analytics, Incurred but not Reported (IBNR) projections and risk adjustment accruals. You will report into the Manager, Actuarial. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $72,800 - $95,500 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Maintain core pricing and plan design models. Ensure consistency and standardization across team users., • Important contributor in developing and submitting regulatory filings, and developing a viewpoint and recommendation for strategic pricing decisions., • Develop and provide recommendations for the accrual setting process with respect to IBNR claims, Risk adjustment and Shared Savings deals., • Identify and triages meaningful observations of experience across plan designs, providers, vendors, and markets., • Promote and shape Oscar actuarial best practices concerning automation and documentation., • Maintain relationships, rapport, and lines of communication with all partners., • Aid in the onboarding of analysts by collaborating and integrating them into existing processes., • Compliance with all applicable laws and regulations, • Bachelor's degree in a STEM field., • Passed a minimum of two actuarial exams., • Experience with health insurance concepts and nuances., • Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionMISSION CAPITAL: Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The base salary range for this role is $125,000 - $175,000 per year. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.