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The client’s current peak-sales forecasting framework produces strong numerical outputs and narratives, but requires real-world forecast accountability — the kind held by people who’ve owned forecasts that drove BD, portfolio, or investment decisions. We are looking for a senior commercial / forecasting expert to: - Write “golden” peak-sales forecasts for representative drug programs and standard prompts. - Define structural checks, scenario logic, and sanity bands for automated forecast evaluations. - Make explicit the heuristics and base-rate assumptions used by experienced forecasters to tell a realistic model from a speculative one. ### Profile: Industry Commercial Forecaster: - Director/Sr. Director/VP-level experience in global forecasting, brand planning, or commercial insights. - Built and defended patient-based peak-sales models used in portfolio, BD, or investment contexts. - Familiar with forecasting for multiple drugs or indications, particularly during pre-launch and early commercialization stages. - Can articulate the reasoning behind base-case assumptions (penetration, price, ramp, LOE) and how they evolve post-launch. - Has written or reviewed governance-ready peak-sales models (e.g., for launch committees or investor boards). Market/VC/Buy-side Analyst: - Senior biotech equity analyst, VC incubation / BD lead, or company creation expert (e.g., from Third Rock, ARCH, Versant, RTW, Venrock, or similar). - Built patient-level and revenue models used for investment diligence or asset valuation. - Can critique or improve bottoms-up forecasts from an investor’s perspective, identifying optimistic biases and false comparables. ### Experience level - ~10–15 years in biotech/pharma forecasting, investment, or commercial strategy roles. - Experience spanning pre-launch forecasts → post-launch actuals for multiple assets. - CV/LinkedIn bullets like “led global forecast for drug,” “responsible for long-range revenue planning and peak-sales scenarios,” or “built patient-based forecasts for portfolio decisions.” - Strong comfort with market modeling logic (TPP inputs → eligible pool → penetration → price/net → ramp + LOE). - Evidence of post-hoc learning — can articulate where real-world results diverged from base-case assumptions. ### Expectations: Inputs we give: - Forecast prompts (representative TPPs, analogs, and SoC/pricing/launch assumptions). - Access to anonymized or simulated data sets for building base cases. Expected outputs (per prompt): - Golden Forecast Output: A benchmark-quality peak-sales forecast (peak value, revenue curve by key years) plus a concise narrative (3–5 key drivers, 2–3 downside risks). The output should show how the expert calibrates realistic vs. inflated scenarios. - Forecast Rubric: A structured evaluation framework with critical checks (market structure realism, patient flow logic, analog consistency, regional splits, LOE handling). Should define clear scoring thresholds — e.g., . - Know-how Layer: Commentary explaining how experienced forecasters anchor their assumptions: - How they select base rates and analogs. - How they temper over-optimism (payer pushback, access limits, share ceilings). - How they identify when a model’s structure or magnitude is implausible. ### Engagement Model & Compensation - Contract / Part-time (Remote) — work flexibly with data science and evaluation teams.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Note: This role is designed for students completing their undergraduate degree who are seeking their first full-time position in Private Equity. This role is part of our full-time analyst program, First STEP, and offers comprehensive training for early-career professionals. Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2025 through June 2026, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel, • Fluent (written and spoken) English Salary: $105,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Join the leading investment bank to the healthcare and life science industries as an Equity Capital Markets (ECM) Analyst. You will support the execution of equity and equity-linked financing transactions including IPOs, follow-on offerings, structured deals, and convertible debt for leading healthcare companies. • Execute transactions as an Analyst on the ECM team, supporting deal processes from origination through closing, • Prepare financial models, valuation analyses, pitch books, offering memoranda, and roadshow presentations, • Conduct industry research, competitive analysis, and monitor healthcare sector capital markets activity, • Coordinate due diligence processes and assist with SEC filings and regulatory documentation, • Interact directly with current and prospective clients, including management teams, CFOs, and boards of directors, • Work closely with the broader investment banking team to coordinate client coverage, deal origination, and execution, • Minimum one year of investment banking experience, preferably in equity capital markets or healthcare coverage, • Bachelor's degree from a top-tier university with exemplary academic record, • Advanced financial modeling capabilities (DCF, comparable company analysis, precedent transactions), • Strong proficiency in Microsoft Excel, PowerPoint, and Word, • Familiarity with Bloomberg, Capital IQ, or FactSet preferred, • Outstanding written and oral communication skills, • Exceptional attention to detail and analytical abilities, • Ability to manage multiple priorities in a fast-paced, deadline-driven environment, • Team-oriented mindset with collaborative working style, • Professional demeanor appropriate for client-facing responsibilities, • Series 79 and Series 63 licenses preferred; required to obtain if not currently licensed upon joining, • Competitive base salary of $110,000 - $125,000, • Performance-based bonus and comprehensive benefits, • Exposure to high-profile healthcare transactions and marquee clients, • Mentorship from experienced professionals with deep healthcare expertise

Job Description The client’s current peak-sales forecasting framework produces strong numerical outputs and narratives, but requires real-world forecast accountability — the kind held by people who’ve owned forecasts that drove BD, portfolio, or investment decisions. We are looking for a senior commercial / forecasting expert to: * Write “golden” peak-sales forecasts for representative drug programs and standard prompts. * Define structural checks, scenario logic, and sanity bands for automated forecast evaluations. * Make explicit the heuristics and base-rate assumptions used by experienced forecasters to tell a realistic model from a speculative one. Profile: Industry Commercial Forecaster: * Director/Sr. Director/VP-level experience in global forecasting, brand planning, or commercial insights. * Built and defended patient-based peak-sales models used in portfolio, BD, or investment contexts. * Familiar with forecasting for multiple drugs or indications, particularly during pre-launch and early commercialization stages. * Can articulate the reasoning behind base-case assumptions (penetration, price, ramp, LOE) and how they evolve post-launch. * Has written or reviewed governance-ready peak-sales models (e.g., for launch committees or investor boards). Market/VC/Buy-side Analyst: * Senior biotech equity analyst, VC incubation / BD lead, or company creation expert (e.g., from Third Rock, ARCH, Versant, RTW, Venrock, or similar). * Built patient-level and revenue models used for investment diligence or asset valuation. * Can critique or improve bottoms-up forecasts from an investor’s perspective, identifying optimistic biases and false comparables. Experience level * ~10–15 years in biotech/pharma forecasting, investment, or commercial strategy roles. * Experience spanning pre-launch forecasts → post-launch actuals for multiple assets. * CV/LinkedIn bullets like “led global forecast for [drug],” “responsible for long-range revenue planning and peak-sales scenarios,” or “built patient-based forecasts for portfolio decisions.” * Strong comfort with market modeling logic (TPP inputs → eligible pool → penetration → price/net → ramp + LOE). * Evidence of post-hoc learning — can articulate where real-world results diverged from base-case assumptions. Expectations: Inputs we give: * Forecast prompts (representative TPPs, analogs, and SoC/pricing/launch assumptions). * Access to anonymized or simulated data sets for building base cases. Expected outputs (per prompt): * Golden Forecast Output: A benchmark-quality peak-sales forecast (peak value, revenue curve by key years) plus a concise narrative (3–5 key drivers, 2–3 downside risks). The output should show how the expert calibrates realistic vs. inflated scenarios. * Forecast Rubric: A structured evaluation framework with critical checks (market structure realism, patient flow logic, analog consistency, regional splits, LOE handling). Should define clear scoring thresholds — e.g., unacceptable → excellent. * Know-how Layer: Commentary explaining how experienced forecasters anchor their assumptions: * How they select base rates and analogs. * How they temper over-optimism (payer pushback, access limits, share ceilings). * How they identify when a model’s structure or magnitude is implausible. Engagement Model & Compensation • Contract / Part-time (Remote) — work flexibly with data science and evaluation teams.

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

Job DescriptionInvestment Banking Analyst Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board — available only to members of the Career Launch AI platform. This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. About the Role A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M&A advisory, financial modeling, due diligence, and client presentations. This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory. Key Responsibilities * Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) * Conduct industry research, competitor benchmarking, and valuation analyses * Support live M&A, capital raising, and restructuring engagements * Prepare investment memoranda, pitch books, and client-facing presentations * Assist in due diligence, data room management, and deal execution * Work with senior bankers to support client strategy and transaction workflows What We’re Looking For * Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field * Strong financial modeling & valuation skills * Excellent analytical, quantitative, and communication skills * Ability to manage multiple workstreams in a fast-paced environment * Highly detail-oriented, structured, and self-motivated * Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP&A) is a plus * Proficiency in Excel, PowerPoint, and financial databases Why This Posting Matters This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: * Exclusive roles from employers who recruit directly through Career Launch AI * Hidden opportunities not available on public job sites * Warm introductions to hiring managers and recruiters * AI-powered job search automation that applies on your behalf * Done-for-you networking outreach to decision-makers * Personalized interview coaching until you’re hired Members get access to 1,000+ curated roles across: * Investment Banking * Private Equity & Venture Capital * Corporate Finance * Strategy Consulting * Tech (FAANG-level & startups) * Product Management * Data, Operations, and more How Career Launch AI Helps You Get Hired Faster Career Launch AI is not a recruiting firm. It’s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of: * AI-powered automated job applications * Direct recruiter outreach on your behalf * Personalized interview prep * Warm introductions and human-led execution * Support until you land your next role This role is representative of the types of positions we help candidates secure through our platform. Ready to Land Roles Like This? To access this opportunity — and hundreds of similar roles — join the Career Launch AI platform today. Apply for Career Launch AI 🔗 Once you enroll, you’ll receive: ✔ Access to the exclusive job board ✔ Personalized recruiter outreach ✔ AI job application automation ✔ Coaching & interview prep ✔ Support until you’re hired Career Launch AI — Powered by Initio Capital Democratizing access to elite careers in finance, consulting, and technology. 8 The Grn, Dover, Delaware 19901 |

Job DescriptionPrizeout is a leading New York city based fintech company where innovation meets financial empowerment. We provide rewards and loyalty solutions to partners that revolutionize the way their customers engage and maximize their financial potential. We're seeking passionate individuals to drive our mission forward and transform the landscape of advertising and financial technology. We have built a team that values humility and innovation and we believe that embracing challenges makes us better. We hire people we trust, who will live these values and who are able to find a way to navigate through obstacles, embody an entrepreneurial spirit, and maintain a spirit of optimism. If that’s you, please read on and apply today! About This Role Prizeout is seeking a Finance & Operations Analyst to join our growing Finance team. If you're early in your finance career and eager to go beyond spreadsheets into real strategic and operational impact, this role is for you. You’ll work closely with our VP Strategic Finance & Revenue Operations across a wide range of initiatives—from managing the cash mechanics of our fintech products, supporting financial forecasting, analyzing sales performance, and helping shape materials for investors and the board. This isn’t a siloed finance role; it’s a chance to embed yourself in the core of how our business runs and scales. We’re looking for someone who’s analytical, curious, and excited to take on a cross-functional role that blends finance, operations, and strategy. You’ll gain insight into how decisions are made at every level, collaborate with teams company-wide, and have the opportunity to grow with a company that’s redefining how consumers engage with financial institutions.What You'll Do: • Take ownership of cashflow operations tied directly to product usage—overseeing the movement of hundreds of millions of dollars each year through reconciliation, cash sweeps, and real-time financial execution, • Contribute to company-wide forecasting of revenue, expenses, and cash runway with sensitivity to business drivers, • Collaborate on investor and board materials, helping craft data-driven narratives around company performance and strategy, • Analyze sales pipeline and conversion data to identify growth opportunities and improve forecasting accuracy, • Help drive monthly and quarterly business reviews, planning cycles, and performance deep dives, • Support KPI development and performance tracking across sales teams, translating data into insights that drive revenue, • Partner on cross-functional initiatives across sales, operations, and finance to inform strategy and optimize execution, • Help refine and scale internal financial systems and processes to support growthWhat You'll Bring:, • Background in investment banking, corporate finance, private equity, or strategic finance, as shown by work experience, internship, or other training., • Strong understanding of financial statements, especially cashflow and working capital, • Exposure to financial modeling and valuation frameworks, • Excellent Excel skills (SQL is a bonus), • Strong communicator with an eye for detail, • Interest in operating within a startup environment—flexible, scrappy, and proactive, • A strategic mindset and desire to work across finance and operations, • Bachelor’s degree in Finance, Economics, or experience in related field

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job Description Join the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative companies build value for shareholders and patients. FINN Partners seeks curious and ambitious candidates for a Vice President role for our Investor Relations team. Qualified candidates for this position will have 5+ years of prior investor relations or financial communications work history. Experience in the health, biotech, healthcare services and med-tech fields a huge plus. The candidate will report directly to a Senior Partner in charge of Healthcare Investor Relations. There are ample opportunities for professional development and daily interactions with other members of the 1400-strong FINN community. This is a hybrid position with candidate based in the New York metro area. Responsibilities: • Leading day-to-day client accounts, • Supporting quarterly reporting process including calendar management, financial results release development, script development for CEO and CFO, and Q&A/Key Messages preparation, • Drafting/editing client news releases, investor presentations, shareholder letters and other related documents, • Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments, • Monitoring sell-side research, industry conferences, competitor developments, and trading activity, • Providing regular insights and analysis to senior executives on investor/analyst feedback, valuation, disclosure, guidance, and competitive developments., • Executing events and managing logistics for non-deal roadshows, virtual events and conferences, • Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments, • Developing and managing relationships with current key analysts and institutional investors; building new relationships with potential analysts and institutional investors, • Interacting with investors and analysts to build awareness of clients, address questions, and arrange meetings/calls with client management teams., • Developing investor and analyst target lists, • Marketing clients to the financial community and scheduling meetings during the annual JP Morgan Healthcare Conference, • Managing client IR calendars, • Reviewing client websites and recommending enhancements and updates., • Providing general administrative support to accounts including calendar management, investor database development, monthly report preparation and weekly meeting agendas, • 5-10 years’ experience in Investor Relations either in corporate or agency capacity. Healthcare preferred but not required., • Proficiency in Excel, Outlook, PowerPoint, Ipreo, and IR Insight, • Ability to present in front of management teams with confidence and persuasion., • Strong verbal & written communication skills, • Detail oriented teammate who can prioritize in a fast paced, constantly changing environment to ensure efficient execution, • Excellent organizational and computer skills, • Experience using AI tools, • Bachelor’s Degree: Business or Finance preferred To Apply: Please upload your resume and cover letter, as well as indicate your desired salary in $US Dollars. While we appreciate the interest of all candidates, we will only respond to those with whom we have a greater interest. About FINN Partners: Founded in 2011 on the core principles of innovation and collaborative partnership, FINN Partners has grown from about $24 million in fees to nearly $200 million in fees over ten years, becoming one of the fastest growing independent public relations agencies in the world. The full-service marketing and communications company's record setting pace is a result of organic growth and integrating new companies and new people into the FINN world through a common philosophy. With more than 1,300 professionals across 35 offices, FINN provides clients with global access and capabilities in the Americas, Europe and Asia. FINN Partners clients are also supported through longstanding partner agencies and its membership in the PROI network of leading agencies around the world. Headquartered in New York, FINN has offices in: Abu Dhabi, Atlanta, Bangalore, Bangkok, Beijing, Boston, Chicago, Delhi, Denver, Detroit, Dublin, Fort Lauderdale, Frankfurt, Hong Kong, Honolulu, Jerusalem, Kuala Lumpur, London, Los Angeles, Madison, Manila, Mumbai, Munich, Nashville, Orange County, Paris, Portland, San Diego, San Francisco, Seattle, Shanghai, Singapore, Washington D.C. and Yangon. Powered by JazzHR 9HQt61huhP

Job DescriptionCorporate Development Analyst (Entry-Level) – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: $110,000 – $150,000+ total compensation Type: Full-Time About This Opportunity This Corporate Development Analyst posting is an example of the roles inside our private job board — premium strategy & M&A positions that Career Launch AI members get exclusive access to. To get matched with roles like this automatically, go to: 👉 Corporate Development roles are some of the highest-paying, lowest-stress early finance roles — with excellent work/life balance relative to IB & PE. About the Role A Fortune 500 technology company (representative of our employer network) is hiring a Corporate Development Analyst to support M&A sourcing, transaction evaluation, strategy development, and partnership analyses. You’ll collaborate cross-functionally with product, finance, operations, and executive leadership. Key Responsibilities * Assist in evaluating acquisition opportunities and strategic partnerships * Build detailed financial and valuation models * Support due diligence: financial, customer, product, technology * Conduct market mapping and competitive research * Assist with deal structuring and integration planning * Prepare materials for executive leadership and the Board Ideal Candidate Profile * Bachelor’s degree in Finance, Econ, Business, Engineering, or similar * Strong understanding of accounting, valuation, and corporate strategy * Experience in IB, consulting, Big 4 TAS, FP&A, or venture preferred * Exceptional analytical skills and communication * Interest in technology, product, and markets How Career Launch AI Helps You Land Corporate Development Roles Breaking into Corporate Dev is hard because firms prefer: * IB analysts * Consultants * Internal referrals Career Launch AI bridges the gap by giving you: AI-Powered Job Matching Our system applies to dozens of corporate dev roles weekly. Custom Resume Versions for Strategy/M&A We build tailored versions of your resume for strategic finance pathways. Warm Recruiter Outreach We connect you directly to corporate strategy teams and hiring managers. Interview & Case Prep We help you with: * M&A rationale * Market mapping * Synergy analysis * Strategic frameworks 👉 Apply directly on

Job Description Location: New York, NY (on-site) Company: Independent alternative asset management firm with close to $10bn in AUM that specializes in multi-strategy and opportunistic credit investing. Primary responsibilities The Credit Research Analyst will work with the investment team focused on our multi-faceted opportunistic credit program. The analyst will spend the plurality of their time doing investment diligence across external capital allocations, co-investing, secondaries and direct investments. Responsibilities will include, but are not limited to, the following: • Source and analyze a broad range of credit investments. Principal focus on corporate credit, including BSL, high yield and private loans, but also opportunities to work on CLO, structured credit and CRE bridge lending activities depending on the Analysts’ abilities., • Consolidate due diligence findings to provide detailed overviews, discuss merits and/or weaknesses of potential investments, and other relevant conclusions, • Participate in calls and meetings with sourcing partners, management teams, industry experts and other buy-side and sell-side professionals., • Conduct independent valuation and industry analyses, • Create and maintain detailed financial models, • Maintain a skeptical approach to data interpretation with a focus on independent verification of assumptions, • Balance fundamental analysis with an appreciation for markets driven guidance, sentiment and indicators when performing research, • Monitor private credit strategy and sector allocation and diversification, • Document meetings and circulate notes to investment team and log them in CRM., • Prepare monthly commentaries and performance attribution summaries to be used by the broader investment team and the marketing team, • Keep abreast of meaningful market news, corporate security valuation and relevant events to better assess investment strengths and weaknesses, • Monitor a variety of data sources to detect changes in fundamental and sentiment changes for companies and areas of interest while also identifying potential risks, • Evaluate data to generate actionable investment theses, • Provide daily recaps that identify major portfolio movers Qualifications • Strong interest in the markets and a passion for investing is essential, • 2-8+ years of credit markets experience at an investment bank, investment management firm or research firm required, • A bachelor’s degree with a proven strong academic background, • Strong modeling skills and /or high level of proficiency with Excel, • High integrity and strong work ethic, • Ambitious self-starter with highly proactive mentality and ability to anticipate, • Team player, • Superior analytical skills and an excellent academic track record

Job Description Mercor is hiring on behalf of a leading AI-enabled research lab seeking a Sell-Side Equity Research Analyst / Associate to produce data-backed insights, forecasts, and coverage reports for institutional investors. The role blends traditional equity research with exposure to automation and AI-driven analytics, supporting the delivery of high-quality research across key market sectors. Responsibilities * Lead sector coverage by monitoring companies, market trends, and industry developments. * Develop and maintain detailed financial models and forecasts. * Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients. * Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows. * Present findings and insights to senior analysts, clients, and internal teams. Qualifications * 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.). * Proficiency in Excel modeling, valuation, and financial statement analysis. * Strong writing, presentation, and client communication skills. * Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools. * Quantitative mindset — able to blend traditional analysis with structured data insights. * Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus. Why Join * Gain exposure to AI-enhanced research workflows, working alongside engineers, data scientists, and sector experts. * Build deep sector expertise while experimenting with new tools for forecasting and modeling automation. * Collaborate with top-tier investors and institutional research teams worldwide. * Flexible hours (20-30 hrs/week available) — ideal for analysts looking to expand into AI-driven finance. * Flexible remote schedule.

Job Description Mercor is hiring on behalf of a frontier AI research lab operating at the intersection of machine learning, finance, and data labeling. The Lab’s mission is to harness AI to analyze markets, model company fundamentals, and generate alpha-driven insights. It brings together a multidisciplinary team of engineers, investors, and data scientists building systems that learn from both financial data and human expertise. The Role We’re seeking a Buy-Side Equity Analyst to contribute to both fundamental company research and AI data labeling initiatives. You’ll perform investment analysis, build valuation models, and collaborate with data scientists to label and structure datasets that train AI models used in investment research. This is a hands-on opportunity to gain exposure to investment banking-style modeling, AI research, and real-world portfolio thinking — ideal for students, analysts, or career switchers looking to build hybrid expertise. Responsibilities * Conduct fundamental company and sector research, with a focus on AI, software, and emerging technology. * Build and maintain DCF, comps, and operating models to assess valuation and growth potential. * Work with AI researchers to curate and label financial datasets — ensuring data quality, accuracy, and analytical relevance. * Assist in preparing investment memos and pitch materials for internal and client presentations. * Support the integration of AI insights into portfolio and valuation models. Qualifications * 2+ years of experience in equity research, investment analysis, or financial modeling preferred. * Strong proficiency in Excel, Bloomberg/FactSet, and valuation techniques. * Familiarity with data labeling, AI/ML workflows, or Python/SQL is a plus. * Excellent analytical and communication skills. * Background in Finance, Economics, Engineering, or STEM; CFA or progress toward it preferred. Why Join * Gain hands-on investment banking experience while contributing to an AI-powered research lab. * Work 20-30 hours/week — ideal for early-career professionals, or those exploring a transition into finance or AI. * Learn directly from experienced bankers, investors, and AI researchers. * Collaborate with a global, fast-moving team at the intersection of finance and frontier technology. * Shape how AI and human insight combine to redefine alpha generation. * You will have a flexible remote schedule.

Job Description This client is a leading investment bank in NYC looking to expand their Consumer Group with a highly motivated Investment Banking Analyst II/III. This is an opportunity to work in one of the highest revenue-generating groups on the platform. You will gain exposure to sophisticated sell-side M&A transactions for prominent consumer brands, while benefiting from mentorship and a collaborative, entrepreneurial culture. Key Responsibilities • Support all aspects of sell-side M&A processes, including financial analysis, valuation, and preparation of marketing materials., • Conduct in-depth industry and company research within the consumer sector., • Build and maintain detailed financial models to evaluate strategic alternatives., • Assist in drafting presentations and transaction documents for clients and prospective buyers., • Coordinate due diligence and manage data rooms throughout the transaction lifecycle. Qualifications • Experience: 1-2 years of investment banking experience, ideally with exposure to M&A transactions., • Technical Skills: Strong financial modeling, valuation, and analytical capabilities., • Industry Knowledge: Interest or prior experience in the consumer sector is highly preferred., • Education: Bachelor's degree in Finance, Economics, or related field., • Attributes: Exceptional attention to detail, ability to thrive in a fast-paced environment, and strong communication skills. Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $160,000 - $175,000. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job 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

Job DescriptionRole: Senior Quantitative AnalystRole DescriptionThe Market Data Solution (MDS) and Risk Master (RM) businesses are seeking a high caliber candidate to join as a Senior Quantitative analyst their Mumbai office. This is a high-profile role which requires strong modelling skills coupled with a strong commercial awareness and excellent communication skills. Knowledge of market data processes or data modelling would be very useful but is not essential.Reporting to the Business Owner for MDS and RM, the key responsibilities are as follows • Develop APIs to for both open source and bank in-house quantitative libraries and market risk engines for both calibration as well as valuation use cases, e.g., • Zero Curve Calibration / Bootstrapping, • Hull White Model Calibration, • Put-Call Parity Analysis on Market Vol Data, • SABR Model Calibration, • Cubic Spline Interpolated Zero Rates, • Credit Curve (Survival Probabilities) Calibration / Bootstrapping, • Risk Factor de-composition: Regression of NonModellable Z-Spread Risk Factor on comparable Modellable Z-Spread Risk Factors to determine Modellable Explained and NonModellable Unexplained Risk Factors, • PCA for Curve Validation, • FX Stochastic Volatility Model: Heston implementationThe role involves the integration of these APIs into the GoldenSource data model. To do this effectively the successful candidate will need to understand these models in the quant or market risk libraries, • Work with the development and pre-sales teams to prototype solutions for Market Risk and FRTB Use cases, e.g., • FRTB Risk Factor Eligibility Test, • Shock generation for Equity Vol Smile using gap filling, • Reconstruction of Equity Index time-series using proxy weightings, • Aggregation of risk sensitivities in Risk Warehouse for the standardized approachTo be considered for this role you will need to have the following:, • MSc or PhD in Financial Mathematics, Mathematics or Physics or equivalent work experience, • Strong Knowledge of option pricing theory and financial mathematic, • Experience in a quantitative role for interest rates, FX or equities gained in an investment bank, • Experience in model’s development, programming and maintenance of model’s libraries, • Knowledge of derivatives products, • Strong programming skills in Python, • Good data modelling skills including some experience with RDMS, • Strong Excel, • Knowledge of Hadoop or Java would be good but not essential, • Prior experience of Open Gamma Strata or QuantLib would be good but not essentialYou will also need strong communication skills and the ability to articulate complex problems and solutions to all audiences. In addition, you should enjoy working in a fast-paced environment and be able to work to tight timescales. Excellent analytical skills with a strong focus on accuracy of information coupled with determination are also desirable skills.

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

Job Description 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., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City. Our ideal candidate has had at least one year of equity research or related experience. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State 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 Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. The team you'll join StepStone Infrastructure and Real Assets (SIRA), established in 2014, is part of StepStone Group, specializing in private market investments. In 2024, SIRA managed US$103 billion in infrastructure and real assets, advising on or committing over US$11 billion across primaries, secondaries, and co-investments. The team includes 12 partners with over 20 years' of experience on average and over 75 professionals, providing expertise in infrastructure, agriculture, and natural resources across Australia, Europe, and North America. About the role StepStone seeks motivated undergraduates graduating between December 2026 and June 2027 to join our SIRA team as Summer Analysts. This role offers a valuable opportunity to gain insights into the private equity industry. As a Summer Analyst, you will learn about various sectors such as transportation, telecommunications, utilities, power, energy, logistics, renewables, social projects, sustainability, and impact investing. Additionally, you will be exposed to diverse companies, assets, and capital structures, providing you with a comprehensive understanding of infrastructure investments. What you'll do As a Summer Analyst, you'll work collaboratively to conduct due diligence on opportunities within SIRA's investment verticals, including infrastructure fund investments, co-investments, and secondaries. You will also prepare and present recommendations with the investment team to SIRA's Investment Committee. Key responsibilities • Conduct thorough analysis and due diligence on co-investment opportunities, as well as primary and secondary transactions in private equity, specifically within the infrastructure, agriculture, and natural resources sectors, • Perform financial modeling and analytical tasks including creating or modifying financial models, analyzing financial statements and forecasts, preparing valuation bridges, running discounted cash flow analyses, comparing public companies, and conducting sensitivity/scenario analyses, • Develop and present a well-constructed argument regarding investment decisions, effectively communicating these arguments in written materials such as Microsoft Word documents and PowerPoint presentations, • Interpret financial analyses prepared by target fund managers, including assessment of investment track records and financial statements; conduct valuation analyses on private companies or privately-owned assets using various methods, including discounted cash flow and transaction comparables, • Undergraduate student graduating anywhere from December 2026 through June 2027, • GPA of 3.5 or higher, • Strong proficiency in Microsoft Word, PowerPoint and Excel Salary: $95,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: • Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members, • Assist origination team in identifying and closing target counterparties (across industries and asset types), • Prepare financial models and related analysis to support investment recommendations and track ongoing investments, • Bachelor's degree in a relevant field; advanced degrees encouraged, • 5+ years' relevant experience in law, finance/credit, or advisory/consulting, • Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation, • Strong written/oral communication, equally comfortable with expert and non-technical colleagues, • Excellent organizational skills and high attention to detail, • Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods, • First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables, • Prior extended experience at a hybrid or remote-first organization

Job DescriptionWhy You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers’ shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. About You We look for people who combine strong analytical dexterity and/or policy experience with integrity with a commitment to the clean energy transition. Our Analysts - Associate Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues. We are seeking qualified candidates who bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. Successful applicants will also have proven organizational techniques that help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. Things that set you apart: • Assist the delivery of customer work through modeling, developing presentations, writing, and preparing reports and papers, and helping with additional customer requests, • Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information. This may include country-level energy market research, delving into standards documents to find specific references or proof points, as well as research on complicated topics such as regulatory proceedings., • Translate results of research, reports, and insights into clear visual representations, • Aid project heads in the creation or editing of spreadsheets to be "client-ready,” including developing tools for stakeholder products, • Simple modifications to existing tools and models, • Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager, • Capture project learnings and repeatable products and work samples for future use according to knowledge management processes, • Assist with internal initiatives as needed Requirements, • Bachelor's degree or higher with a strong academic record in engineering, economics, computer science, public policy, or related field, • 0-2 years of prior experience desired specifically addressing energy and climate change issues and/or demonstrated academic related project work, • Hands-on experience, academic project work, or extensive knowledge base related to one of our Practice Areas: - Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets, and Integrated System Planning, • You work collaboratively and assist each member of your team to do their greatest work, aware that each brings different experiences to the table, • High fluency in Microsoft Excel and PowerPoint; programming experience in Python is also valued

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., a leading mid-tier investment bank, is currently seeking a research associate to support our Consumer Growth & E-Commerce team. The position is located in New York City. The research associate will work in conjunction with and support the lead analyst and another research associate on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical. The ideal candidate will have a strong background in accounting and a keen desire to uncover details to aid in the creation of research. We prefer someone with some exposure to equity research (FINRA registrations preferable) and in pursuit of a CFA, though we will consider all qualified candidates. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously; 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 DescriptionDescription: This entry-level CRE Analyst opportunity offers on-the-job learning and an education on core professional skills for the practice of commercial real estate valuation. A CRE Analyst works in close collaboration under a licensed senior appraiser to access proprietary databases and publicly available resources. This work output is used to produce appraisal reports or other valuation services for a wide variety of commercial real estate properties for our clients. CRE Analysts are responsible for managing their own caseload and seeing assignments through to completion, which includes but is not limited to research and compiling key data, performing market surveys, and confirming property transaction details. All job training and necessary equipment and technology will be provided. The CRE Analyst position at BBG is provided in an independent, yet supportive, environment in which the analyst will acquire skills in real estate finance, market analysis, and commercial investment analysis. The position involves a mixture of desk and field work, with new challenges and opportunities presented as the analyst builds a body of knowledge. Therefore, this position is best suited to an ambitious individual who enjoys problem solving and can focus on the details while never losing sight of the big picture. Further, the ideal candidate has strong research and analytical skills, and is an effective communicator. If you are a self-starter with a passion for real estate, excellent writing and communication skills, and a knack for analytics, please submit your qualifications to join our growing team. What We Offer: • Industry-competitive fee split/compensation package based on experience., • Flexible work options., • A national platform offering deep database and resources., • Advanced report-writing software and IT support., • Research and administrative support., • Full licensing and professional dues coverage., • Competitive benefits package including, but not limited to medical, dental, and vision coverage as well as 401kRequirements:, • Bachelor's degree in Finance, Real Estate or Economics or related discipline with 1 - 3 years of commercial real estate experience preferred, • Strong quantitative skills with experience building real estate valuation models, • Excellent written, verbal, and interpersonal communication skills, • Ability to be a collaborative team player, • Ability to contribute to a positive culture, • Good judgment, • Self-starter, highly organized, and detail-oriented, • Strong analytical aptitude, • Must be proficient in MS Word and Excel

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 Clinical Operations & Strategy, the Sr. Business Analyst, Clinical Operations will help drive operational excellence and impact at scale. In this role, you will support the strategic and operational priorities of our Clinical Operations team by owning advanced analytics, forecasting, and performance measurement to drive efficiency and quality across our care delivery operations. You'll develop insights that guide strategic decisions, improve clinical frontline team utilization, and enhance the member experience. You'll collaborate closely with clinical leaders and cross-functional teams including Business Intelligence, Quality, Workforce Planning, and Product to turn data into actionable insights and help power Spring Health's mission of eliminating every barrier to mental healthcare. This full-time, fully remote position is ideal for someone who is a proactive problem solver, comfortable working with data and systems, and excited to learn within a fast-paced environment. What you'll do: Performance Insights • Support the development and maintenance of dashboards, metrics, and reports to track clinical performance, staffing, utilization, and care delivery efficiency., • Analyze trends in clinical operations KPIs, such as appointment volume, scheduling capacity, conversion to care, and member satisfaction., • Design and maintain dashboards and reports that translate complex data into clear insights for leadership and cross-functional teams., • Synthesize findings into concise narratives that inform decision-making and drive operational initiatives., • Lead analysis of clinical operations KPIs including utilization, conversion to care, and care delivery efficiency., • Build predictive models and scenario analyses to forecast clinical demand, staffing needs, and program capacity., • Partner with Workforce Planning, Quality, and Learning & Development to optimize staffing models and clinical frontline staff engagement., • Support implementation of new initiatives, tooling enhancements, and process improvements through data-driven planning., • Improved forecasting accuracy and staffing precision, • Increased clinical efficiency and utilization, • Reduced manual data analysis and faster decision cycles, • Minimum of 2-4 years of experience in consulting, FP&A or strategy & operations, • Experience in modeling / forecasting, • Strong analytical skills and comfort working with large datasets; proficiency in Excel/Google Sheets is required, • Experience using SQL; familiarity with BI tools like Looker or Tableau, • Clear communicator who can distill complex findings into actionable insights, • A track record of proactively identifying problems and using data to drive solutions., • Strong organizational skills and attention to detail; able to manage multiple tasks and deadlines, • 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 DescriptionEquity Research Analyst (Entry-Level) – Career Launch AI Talent Network Location: New York, NY Type: Full-Time Compensation: $120,000 – $170,000+ total comp About This Role Equity Research roles like this — especially at top banks — rarely get posted publicly. They often fill roles through referrals or targeted outreach. This posting is a sample from our private job board at Career Launch AI. 👉 You can join at About the Role A leading investment bank is seeking an Equity Research Analyst to support coverage of a high-growth sector (Tech, Healthcare, Industrials, Consumer, or TMT). You will learn how to analyze companies, markets, and financials in depth while supporting institutional clients. Responsibilities * Build/update detailed financial models on public companies * Prepare earnings previews, stock notes, and sector outlooks * Participate in company earnings calls and investor meetings * Conduct channel checks, expert interviews, and market research * Support senior analysts with key research projects * Help respond to investor inquiries and prepare presentations Ideal Candidate * Strong accounting & financial analysis skills * Excellent communication and writing abilities * Passion for markets, stocks, and business models * Prior finance internships or equity research experience is helpful How Career Launch AI Helps You Land ER Roles We support you end-to-end with: * AI-powered job targeting to niche ER roles * Tailored resumes per sector (Tech, Healthcare, Consumer, etc.) * Warm outreach to senior analysts & bank recruiters * Mock stock pitches and valuation coaching * Ongoing support until placement 👉 Apply now at

Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About the Role: The Associate, Corporate Development and M&A will play a critical role in supporting Crusoe’s inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On: * Mergers & Acquisitions (M&A) and Divestitures * Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. * Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. * Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition * Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. * Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. * Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) * Strategic Investments & Partnerships * Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. * Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. * Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. * General Corporate Development * Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. * Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence * Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. * Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team: * 2-5+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. * Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos * Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. * Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. * Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. * Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. * High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. * A proactive, self-starter mentality with the ability to work independently while being a strong team player. * Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field. Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $110,00 -$170,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job DescriptionAnalyst Investment fund New York City, NY Job Description Job description We are a pharma and biotech-dedicated long-short equity fund founded by an experienced therapeutics investor. We are looking to build an investment team driven by intellectual curiosity, teamwork, and a collective dedication to winning in the market. As part of a small and tightly knit team, the analyst will have opportunities to investigate companies in a wide range of therapeutic areas and business stages, learn closely from a successful portfolio manager, and make highly visible impacts on fund performance. Reporting directly to the PM, the analyst will be responsible for fundamental scientific/medical research, sales projection, and/or financial analysis to provide actionable investment recommendations and track target company performance. This role is based in our New York office in Manhattan. Responsibilities: • Compile and analyze data from medical literature, company reports and SEC filings., • Conduct market research through physician interviews and alternative channels such as social media., • Meet and maintain relationships with management teams., • Build market and valuation models using proprietary data sources., • Provide investment recommendations supported by detailed analysis and present updates through the investment cycles. Skills/Experience: • PhD or MD degree preferred., • Prior investment or equity research experience preferred., • Detail orientated, fact-based investment approach, with a demonstrated interest in therapeutics investing. Compensation will reflect the

Job Description We are currently seeking a Senior Financial Analyst to join our team! You will conduct quantitative analyses of various investment and financial programs. Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required). Heavy customer service skills. Able to multi-task and prioritize. Responsibilities: • Conduct cost analysis on financial programs and operations, • Determine financial status and analyze forecast results, • Perform month-end client valuation for assigned funds, • Research and assess offshore and domestic fund options, • Resolve accounting errors on a timely basis with documentation, • Experience in accounting, finance, or other related fields, • Advanced spreadsheet skills, • Strong attention to detail, • Strong analysis and critical thinking skillsCompany DescriptionAllen Medical Staffing, an Elara Caring Company. We are a New Jersey and New York State corporation that has been doing business continuously for the past 25 years. We specialize in providing contract, temp-to-perm, per diem, and direct hire personnel to every segment of the healthcare market. Our facilities are located throughout the tri-state region.Allen Medical Staffing, an Elara Caring Company. We are a New Jersey and New York State corporation that has been doing business continuously for the past 25 years. We specialize in providing contract, temp-to-perm, per diem, and direct hire personnel to every segment of the healthcare market. Our facilities are located throughout the tri-state region.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • One to three years of investment banking, consulting, and/or private equity experience, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Job Title: Investment Analyst – High Yield / Long-Short Credit & Special Situations Location: NYC; in-office Firm AUM: $8B+ Strategy Focus: Corporate Credit, Special Situations, Event Driven About the Firm Established credit-focused investment platform managing over $8 billion in assets. The firm deploys capital across a range of credit-intensive opportunities—including structured credit, asset-based finance, and corporate special situations—with the goal of generating compelling risk-adjusted returns. Role Overview We are seeking a high-caliber Investment Analyst to support the Portfolio Manager responsible for corporate and distressed credit and event-driven strategies. This role is ideal for candidates with prior experience in high-yield bond or long/short credit investing, who are looking to broaden their exposure to stressed / distressed, event driven / special situations, capital structure dislocations, and opportunistic credit. The analyst will work closely with the PM and investment team in the sourcing, analysis, and monitoring of investments, with a strong emphasis on bottoms-up credit work, risk assessment, and catalyst-driven opportunities. Key Responsibilities • Conduct deep fundamental credit research and develop investment theses on corporate issuers across the credit spectrum, with a focus on high-yield, stressed, and event-driven names., • Build and maintain detailed financial models, including scenario and recovery analyses, capital structure modeling, and valuation comps., • Analyze legal documentation, covenants, and debt structures to identify value or risk asymmetries across the capital stack., • Support portfolio construction efforts, including relative value analysis and risk/reward optimization in long/short trade expressions., • Assist in trading., • Prepare concise investment memos and participate in investment discussions with the PM and broader team., • Track relevant news, earnings, legal developments, and market pricing for active and watchlist positions., • Engage with sell-side research, management teams, and external advisors as part of the diligence process. Qualifications • 2–5 years of experience in high-yield credit research, long/short credit strategies, or leveraged finance (investment management, sell-side, or investment banking)., • Solid grounding in credit fundamentals, including financial modeling, ratio analysis, covenant assessment, and distressed/recovery frameworks., • Strong interest in special situations, catalyst-driven investing, and cross-capital structure opportunities., • CFA charterholder or actively pursuing the CFA designation (Level I, II, or III preferred)., • Highly organized, intellectually curious, and capable of managing multiple workstreams in a fast-paced, dynamic environment., • Strong written and verbal communication skills; ability to articulate complex ideas clearly and concisely.

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 Head of Sales & CS Operations, the Senior Sales Operations Analyst will be a strategic partner to sales leadership, taking ownership of sales forecasting, pipeline health, and process optimization. This remote role is part of the Sales Operations team and plays a critical role in driving revenue growth and operational excellence. What you'll be doing: • Own and continuously improve our pipeline reporting and forecasting partnering closely with sales leadership (BDR, Strategic Alliances, Channel Partnerships, Public Sector Sales) to ensure accuracy and insight., • Analyze pipeline health and implement strategies to maintain high-quality opportunities across the funnel., • Develop and maintain dashboards and reports that provide real-time insights into sales performance, pipeline metrics, and business trends., • Lead and execute cross-functional projects that enhance sales processes, tooling, and data integrity., • Act as a subject matter expert in Salesforce, collaborating with admins and enabling the sales team with efficient processes and system enhancements., • Standardize reporting and analytics to support internal business reviews, leadership updates, and strategic planning., • Forecast accuracy maintained within ±5% across quarters, • 90%+ of pipeline consistently meeting hygiene standards (stage, close date, value accuracy), • Sales team satisfaction score of 4.5+ for analytics and reporting tools, • Delivery of 2+ strategic analytics projects per quarter Required: • 3–5 years of experience in sales operations or business operations, preferably in a high-growth SaaS environment, • Proven track record of partnering with sales leadership to deliver strategic insights and improve forecasting accuracy, • Deep understanding of sales processes, pipeline management, and funnel metrics, • Proficiency in Salesforce with 2+ years of hands-on reporting/dashboard experience; CRM Analytics a plus, • Bachelor's degree in Business, Finance, Economics, or related field, • Experience with BI tools (e.g., Looker, Tableau) 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 StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. The SVP, Investor Relations will lead the vision, strategy, and execution of StubHub's global investor relations function. This senior leader is responsible for shaping the company's narrative in the public markets, articulating StubHub's financial performance, long-range strategy, and competitive position to investors, analysts, and other key stakeholders. This person will serve as a trusted advisor to the executive team, CEO, and Board of Directors, helping influence strategic decisions through market insight, investor feedback, and financial analysis. The SVP of IR will own all aspects of earnings preparation, investor targeting, buy-side and sell-side engagement, disclosure practices, and external messaging. This includes overseeing the development of earnings presentations, press releases, shareholder letters, SEC filings, and all investor-facing materials, while ensuring consistency, accuracy, and clarity across every communication. This leader will also establish and maintain strong relationships with institutional investors, analysts, and rating agencies. They will monitor industry dynamics, peer performance, and market sentiment to proactively inform StubHub's narrative and strengthen market confidence. The role requires exceptional financial acumen, strategic judgment, communication skills, and the ability to operate at the executive and Board level. This position is ideal for someone who has extensive experience leading investor relations for a high-growth or public company, excels under pressure, and brings a strong point of view on how a world-class IR function operates. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Set and lead StubHub's global investor relations strategy, ensuring alignment with the CEO, CFO, executive leadership team, and Board of Directors., • Serve as StubHub's primary spokesperson to the investment community, representing the company in presentations, earnings calls, roadshows, conferences, and investor meetings., • Own the full earnings process, including quarterly earnings releases, scripts, Q&A preparation, presentation materials, and coordination with Finance, Legal, and Communications., • Develop and maintain StubHub's investment narrative, integrating financial results, strategic priorities, product innovation, and long-term vision into a cohesive message., • Lead investor targeting and engagement strategy using data-driven insights to attract long-term shareholders and broaden institutional ownership., • Oversee the creation of all IR materials, including the shareholder letter, press releases, investor presentations, regulatory disclosures, and content for the Investor Relations website., • Advise senior leadership and the Board on market sentiment, valuation drivers, emerging investor themes, and competitive positioning., • Monitor peer company performance, industry trends, and regulatory developments to inform strategic decision-making and external messaging., • Establish best-in-class disclosure practices and corporate governance communication standards, ensuring transparency and credibility with the market., • Manage relationships with proxy advisors, ESG stakeholders, rating agencies, and governance groups to influence voting outcomes and advance company priorities., • Lead preparation for Analyst Days, roadshows, non-deal roadshows, and capital markets events., • Proactively identify early signals of shareholder activism and develop action plans in partnership with Legal, Finance, and Communications., • Build and lead a high-performing investor relations team, fostering excellence, accountability, and continuous improvement., • 15+ years of experience in investor relations, corporate finance, equity research, strategic finance, or related fields, with significant leadership experience at a public company., • Deep understanding of financial markets, valuation, corporate strategy, and public company reporting requirements., • Proven ability to operate as the primary spokesperson for a company's financial story, with experience managing investor engagement at scale., • Exceptional communication skills, with the ability to simplify complex information and influence investors, analysts, senior leadership, and the Board., • Experience developing strategic presentations, earnings materials, financial narratives, and long-term investment messaging., • Strong analytical and financial modeling abilities with fluency in key metrics, valuation frameworks, and market dynamics., • Demonstrated experience leading teams, influencing cross-functional stakeholders, and operating in fast-paced, high-visibility environments., • Outstanding organizational skills and the ability to lead multiple high-stakes initiatives simultaneously., • Bachelor's degree required; a master's degree or MBA is highly desirable., • Strong interpersonal skills and executive presence., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed., • Comprehensive Benefits Package: Prioritize your well-being with a comprehensive benefits package, featuring 401k, and premium Health, Vision, and Dental Insurance options. The anticipated gross base pay range is below for this role. Actual compensation will vary depending on factors such as a candidate's qualifications, skills, experience, and competencies. Base annual salary is one component of StubHub's total compensation and competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Salary Range$350,000—$400,000 USDAbout UsStubHub is the world's leading marketplace to buy and sell tickets to any live event, anywhere. Through StubHub in North America and viagogo, our international platform, we service customers in 195 countries in 33 languages and 49 available currencies. With more than 300 million tickets available annually on our platform to events around the world -- from sports to music, comedy to dance, festivals to theater -- StubHub offers the safest, most convenient way to buy or sell tickets to the most memorable live experiences. Come join our team for a front-row seat to the action. For California Residents: California Job Applicant Privacy Notice found hereWe are an equal opportunity employer and value diversity on our team. We do not discriminate on the basis of race, color, religion, sex, national origin, gender, sexual orientation, age, disability, veteran status, or any other legally protected status.

Job DescriptionSalary: 80,000-90,000 STOCK SURVEILLANCE ANALYTICAL RESEARCHER This position is based in New York, NY About Us Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice and proxy solicitation services to the worlds leading corporations and investors when it matters most. Our proprietary ActiveIQ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a companys stock to providing critical information, best-in-class analytics and actionable recommendations to our clients.We provide expert advice on a wide range of matters, including investor relations, shareholder activism, executive compensation proposals, and corporate governance issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts. Rankings • Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations 2024, for seventh consecutive year, • Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more 2024, • 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor 2024, • LSEG Activism League Global Rankings: #1 Proxy Solicitor 2023 for third consecutive year, • Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations 2017-2023 Why Join Us If youre insightful, savvy, creative, dedicated, skillful and frank, youll thrive on our team of dedicated and collegial professionals. Youll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. Youll support and guide our clients through all aspects of successful shareholder engagements. Every day, youll master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, youll have: * Shared commitment to excellence * Highly competitive compensation * Mentorship and support * Variety in your workday * Chance to make a direct impact * Respectful workplace * A team that cares about your development and well-being * Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave and 401(k) plan with profit-sharing Analytical Researcher Overview As Analytical Researcher, youll work closely with senior Stock Market Analysts to analyze equity markets and client companies stock market trading /stock ownership data. Youll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions. Requirements • Bachelors degree or equivalent in Finance, Economics, Statistics or related field, • A minimum of one year relative work experience, • Understanding of the stock market, financial instruments and the investment process, • Understanding of stock valuation methods, • Ability to analyze large, complex and dynamic data sets, • Strong organizational and time management skills, • Attention to detail, • Self-direction and initiative, • Ability to manage multiple projects and multiple project team requests, • Strong written and oral business communications skills, • Ability to work as a collaborative team member, • Advanced-level MS Office skills, including PowerPoint and Excel, • U.S. employment authorization without current or future need for sponsorship Other helpful background • Experience using platforms/languages such as Tableau, VBA, SQL or Python, • Related internship, industry or academic experience, • Experience working with financial data from sources such as Bloomberg and FactSet, • CFA charter or enrollment in CFA program, • Familiarity with option trading, • Technical analysis Accountabilities • Import client shareholder and settlement data, • Summarize market developments, • Analyze investor buying and selling activity to support client investor relations initiatives, • Analyze settlement activity to derive institutional buyers and sellers of shares, • Generate research updates, analytical reports and client presentations Flexible, safe options for remote and on-site work At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. While the majority of work is done remotely, this is a hybrid position which will require on-site presence, in-person training, and collaboration with other team members on a regular basis. In addition, employees may be asked to attend client meetings, in-person team building exercises, and firm gatherings. Compensation: A base salary will be offered commensurate with a candidates prior experience. Candidate will be eligible for the firms annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $85,000 - $90,000. Equal Employment Opportunity/Commitment to Diversity Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Innisfree values inclusion of individuals of all different races, genders, gender expression, gender identities, sexual orientations, ages, and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imaginationand ultimately excellenceto the benefit of our employees, society and clients.

Job Description Position Summary: The Portfolio Manager oversees the servicing and ongoing management of SBA, USDA, and conventional loan portfolios, ensuring full compliance with lender policies and agency regulations. This role analyzes credit risk, conducts annual reviews and servicing actions, supervises credit analysts, and facilitates communication among borrowers, lenders, and third parties, supporting loan modifications, monitoring, and documentation to protect agency guarantees and maintain portfolio performance. This position is jointly responsible for effective interaction with team members, lenders, and borrowers. Essential Duties and Responsibilities: • Provide excellent and professional customer service to the borrower, lender, and governing agencies. Ensure relationships remain strong and healthy., • Supervise Servicing Credit Analyst (including Decimal Point), review all financial spreads and narratives prepared by them, and ensure quality assurance of SBA/USDA credit files prior to audits and regulatory reviews., • Review borrower service requests, gather necessary information, and underwrite servicing actions—including modifications, annual loan reviews, and amendments such as collateral releases, pricing adjustments, risk-rating changes, and other necessary modifications—in accordance with lender policies, agency regulations, SOPs, and CFR., • Manage all aspects of portfolio management for SBA, USDA, Main Street, and conventional loans according to lender credit policy and SBA/USDA procedures, including portfolio monitoring, collections on past due accounts, collection of financial documentation, annual reviews, servicing actions, and communication with the SBA/USDA., • Collaborate with legal counsel, lenders, borrowers, and third parties on credit actions and servicing requests, including loan modifications, annual reviews, and documentation exception management; engage with all parties both verbally and in writing., • Complete comprehensive narrative annual reviews for each existing SBA/USDA loan, including business and personal financial analysis, credit analysis, lien perfection, property valuation, industry comparisons, risk identification and mitigation, and loan grading recommendations., • Order and review third-party reports such as real estate appraisals, environmental assessments, title reports, and business equipment valuations as required., • Ensure proper implementation of LSP, lender, and SBA/USDA business policies and procedures, and promote adherence to regulatory compliance requirements., • Maintain and manage financial and insurance ticklers, collect statements and policies, prepare SBA/USDA loan files for regulatory or agency audits, and fulfill all portfolio management responsibilities—including collections and communications between the lender and the SBA/USDA, and oversight of portfolio management expenses., • Participate in special projects and support the SBA/USDA servicing department as needed, including assisting borrowers with servicing actions and tracking financial, insurance, and covenant requirements., • Continue to improve individual performance, with a goal of processing 9-12 actions a month, • Improve quality of credit analysis as needed., • Respond to external customer emails, correspondence and phone calls in a timely manner (24-48 hours.), • Respond to management requests in a timely manner. 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. Education and/or Experience: • Bachelor’s degree in Finance, Accounting preferred., • Knowledge of the SBA and USDA rules and regulations, preferred., • Strong credit skills., • Leadership and motivational skills, good written and verbal communication skills, decision-making and analytical skills and ability to work well under pressure., • Operate other standard office equipment; type accurately at a speed necessary to meet the requirements of the position; organize work, set priorities and exercise sound independent judgment within established guidelines; interpret, apply, explain and reach sound decisions., • Ability to read and comprehend instructions, short correspondence, and memos., • Ability to write simple correspondence., • Ability to write basic routine reports and correspondence., • Ability to interact effectively with management, other employees, customers, and representatives from other organizations., • Diplomacy in dealing with internal and external clients., • Strong credit skills required., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability review information and solve problems quickly., • Strong ability to manage time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job in a remote capacity. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the remote work environment is typically quiet, dependent upon the employee’s home office setup. Our remote team thrives in an atmosphere that encourages diligence and achievement, while also fostering a supportive and enjoyable virtual workplace.

Business Analyst – Broadridge Systems (Repo, Collateral, Fixed Income) 📍 New York, NY (Hybrid 3–4 days onsite) 🗓 Target Start: December 1st 💼 Contract Role | Broker Dealer Technology & Operations We are hiring three Business Analysts to support major front-to-back initiatives across Sponsored Repo, Collateral Management, and Fixed Income Allocation for a rapidly growing primary dealer. These roles will drive automation, system integration, and process modernization across the firm’s Broadridge ecosystem. If you have strong Broadridge experience and a background in broker-dealer operations, this is an opportunity to join high-visibility programs with immediate impact. 🔍 What You’ll Work On Sponsored Repo • Lead business analysis for UAT and production rollout of Sponsored Repo., • Define test scenarios, acceptance criteria, and repo workflow validation., • Partner with trading, operations, risk, and technology across US and Canadian market workflows., • Document and enhance collateral workflows across repo, SBL, derivatives, and fixed income., • Automate manual processes such as margin calls and collateral valuation., • Support TLM and Broadridge integrations to reduce operational risk., • Migrate allocation processes from Bloomberg into Broadridge IMPACT/BPSA., • Support development of new Murex interface feeds., • Streamline booking, enrichment, and fixed-income lifecycle workflows., • Drive vendor decommission efforts and workflow consolidation. 🧰 What You Bring • Broadridge experience is required (BPS, FinPro, Impact, BPSA, DLT, repo, or collateral modules)., • 5+ years as a BA in capital markets—repo, collateral, fixed income, or trade lifecycle., • Strong understanding of broker-dealer operations, ideally from firms like J.P. Morgan, BNP, BMO, etc., • Experience writing BRDs/FRDs, workflow diagrams, and future-state designs., • Hands-on UAT leadership, defect management, and data validation (SQL a plus)., • Ability to collaborate across trading, operations, technology, compliance, and risk. 🚀 Why This Team • High-impact programs supporting the firm’s expansion as a primary dealer., • Strategic projects involving automation, modernization, and new system integrations., • Collaborative environment with senior visibility., • Potential long-term conversion for high performers. 📩 Apply Now If you have strong Broadridge experience and want to work on critical repo, collateral, or fixed-income initiatives, we want to speak with you. Send your resume or reach out directly for more details.

The U.S. is in a Cold War-like “space race” to lead in physical AI and our supply chain needs urgent transformation to scale manufacturing of electronics for robotics. This transformation will determine if the U.S. can preserve its role as the world’s largest and most innovative economy, reestablish deterrence superiority, and, if confronted, prevail against its most capable adversary since WWII. Founding Team Member, Chief of Staff Finance, PE/IB, Growth Buyout Full-Time On-Site, NYC About AIC AIC is a software-led, growth buyout holding company acquiring profitable manufacturing businesses in the robotics supply chain to modernize and scale long-term. Our mission is to transform the critical supply chains that underpin America's economic power and national security. Unlike traditional private equity, we combine permanent capital with our proprietary AI-native operating system, Keystone, purpose-built for mid-mix/mid-volume manufacturing environments. We underwrite acquisitions based on what we can build, not what we can cut—enabling us to pay full value for quality businesses. The Role: We're seeking a Chief of Staff to serve as a founding team member reporting directly to our Founder/CEO, Alex Torrey. This is a finance-intensive role focused on deal execution across the full investment lifecycle—from sourcing and diligence through modeling, closing, and portfolio company oversight. You'll be the engine behind our acquisition strategy, building sophisticated growth buyout models that blend traditional GBO mechanics with operational improvement projections driven by our Keystone platform. This role demands exceptional financial modeling skills, the ability to synthesize complex manufacturing operations into investment theses, and the judgment to support high-stakes transaction decisions. What You'll Do: Deal Execution (Primary Focus): • Lead financial diligence on target acquisitions ($2M–$20M EBITDA manufacturing businesses), • Build and iterate GBO models incorporating software-driven operational improvements, • Structure transaction terms, negotiate deal economics, and support closing processes, • Source and evaluate new opportunities across the robotics supply chain Portfolio Support: • Track financial and operational performance across portfolio companies, • Develop KPIs and frameworks that capture financial performance and operational transformation, • Support portfolio company management teams with strategic planning and growth initiatives Strategic Partnership: • Serve as analytical thought partner to the CEO on strategic decisions, • Present investment recommendations to leadership and stakeholders, • Build scalable processes and systems as we grow the portfolio Who You Are: • 5-7 years in investment banking and/or private equity (growth equity, buyout, and/or LMM), • Top-tier analyst pedigree with exceptional training in financial modeling and transaction execution, • Advanced proficiency in GBO modeling, three-statement integration, and valuation frameworks, • Exceptional track record supporting deal execution from sourcing through close, • Strong business judgment and ability to synthesize complex information into actionable insights, • Entrepreneurial mindset and comfort operating in an early-stage, fast-moving environment, • Able and willing to travel 20-30% to portfolio companies and target facilities Preferred: • Industrials, manufacturing, or robotics sector coverage experience, • Exposure to operational value creation initiatives, • U.S.-based transaction experience Important Information: • Full-time, on-site in New York City, • 20–30% travel to target sites and portfolio companies across the U.S., • Immediate start preferred, • Comp: $180K-$250K + meaningful Founding Team Member equity, • Full medical benefits

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