Risk Analyst Jobs in New York

We are seeking a highly experienced Senior Quantitative Analytics Lead to join our team. The successful candidate will play a pivotal role in the design, development, and implementation of a state-of-the-art risk engine. This is an exciting opportunity to work with a diverse team of experts and contribute to the transformation of our risk management capabilities across all asset classes, with a particular focus on Credit Products. Key Responsibilities: Lead the development and implementation of a strategic risk engine from scratch, leveraging cutting-edge technology solutions. Design and oversee market risk modeling across all asset classes, with a specific emphasis on Credit Derivatives, Bonds, Munis, Loans, Mortgages, and Securitized Products. Collaborate with cross-functional teams to ensure the risk engine aligns with business objectives and regulatory requirements. Participate in all aspects of the model life cycle, including design, implementation, testing, production, validation, and performance monitoring. Provide analytical support and insights during model release, ensuring robust testing and validation processes. Develop and maintain quantitative libraries for production, ensuring accuracy, efficiency, and scalability. Mentor and guide junior team members, fostering a culture of continuous learning and development. Stay abreast of industry trends, regulatory changes, and technological advancements to ensure the risk engine meets best industry practice. Qualifications: Minimum of 10 years of experience in market risk modeling across all asset classes, with a strong focus on Credit Products. Proven track record of leading and delivering complex quantitative projects. Capable of breaking down large projects and processes into smaller tasks, and accurately estimating their time and scope. Articulate effectively the different options considered, analyze trade-offs, justify and define priorities. Deep understanding of risk management principles, methodologies, and regulatory requirements. Proficiency in programming languages such as Python or similar, with a strong emphasis on developing quantitative libraries. Exceptional analytical and problem-solving skills, with a keen attention to detail. Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels. Advanced degree in a quantitative field such as Financial Engineering, Mathematics, Statistics, or related discipline. Why Join Us: Be part of a transformative project that will shape the future of risk management at Jefferies. Work in a hybrid environment that values flexibility and work-life balance. Collaborate with a team of passionate and innovative professionals. Competitive compensation package and comprehensive benefits. If you are a forward-thinking and experienced quantitative professional looking to make a significant impact, we would love to hear form you. Join us in our mission to redefine risk analytics with cutting-edge technology. Apply today!

ATW Partners is hiring for an Investment Analyst/Associate. Our firm is growing rapidly and we're looking staff someone on the deal team asap. The firm manages $1 billion in AUM and is currently raising its fifth flagship closed-end fund. The mandate is focused on investing across the capital structure in structured growth, distressed, and special situations investments across public (80%) and private markets (20%). ATW seeks to provide excellent risk-adjusted returns to investors through creating highly structured, bespoke capital solutions for companies which aim to provide credit-like downside protection with equity-like upside potential. This role will support investment team leaders across all aspects of the investment process, including deal origination, LOI drafting and negotiation, managing internal and 3rd party due diligence, transaction execution, and post-investment portfolio management activities. Over time, this role will be expected to lead these workstreams with oversight from senior investment professionals. The long-term vision for would be to quarterback their own transactions across the full stack investment process. Specific responsibilities of the candidate shall be as follows: Origination: Manage deal pipeline, which includes leading/participating in discussion about new opportunities on ATW team calls, communicating with internal/external parties needed to move a transaction forward, and reaching out to prospective portfolio companies. The ideal candidate should also cultivate relationships with intermediaries, management teams of prospective portfolio companies, and other external parties to improve ATW's pipeline. Candidate will be involved in the drafting and negotiation of term sheets with prospective portfolio companies. Due Diligence: Conduct financial and business due diligence on prospective investments, including developing complex financial models, synthesizing large amounts of data, as well as managing 3rd party service providers (quality of earnings analysis, industry expert opinion, etc). Candidate should expect to participate, lead, and document diligence calls with management teams. Legal Document Review: Review and provide opinion on transaction documents, including drafting of key credit areas like collateral, covenants, events of default, etc. Investment Committee Presentations: Lead the development of investment committee presentations as well as assist in creation of fund marketing materials. Requirements: 2-4 years of experience at a top tier investment bank and/or has worked on a direct private equity/credit investment team. Should be interested in joining a smaller fund with the ability to grow in a boutique, entrepreneurial environment. Generalist industry and deal/ transaction team exposure is preferred. Excellent proficiency in Excel and PowerPoint, with experience developing complex financial models and outward facing presentations. Familiarity with credit documentation and structuring aspects of transactions. Ability to juggle multiple workstreams and manage deadlines in a fast-paced environment. Self-starter with ability to work independently to drive projects forward. Intellectually curious and comfortable navigating open-ended problems to create actionable solutions.

G2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental research, enables us to identify companies in the small-cap universe, which are often misunderstood and mispriced by Wall Street analysts as they are anchored to their previous forecasts and estimates. The Manager's ability to generate alpha through short selling has been demonstrated across business and market cycles. G2 understands the importance of stringent risk management and employs controls on both the security and portfolio levels. Core Responsibilities Analytical Skills and Modeling: Conduct thorough analysis of U.S. small-cap companies across various sectors, with a particular focus on software, leveraging experience where applicable. Develop comprehensive research insights and investment theses offering unique perspectives and actionable recommendations. Create and maintain detailed financial models to support investment decisions. Engagement and Communication: Engage frequently with company management teams to gather insights and build relationships. Communicate investment rationales and sector insights effectively to team members. Robust communication with the team; formal weekly meetings to discuss ideas and theses. Independent research environment requires ability to work autonomously and as part of a team. Industry Expertise: Maintain a nuanced understanding of competitive landscapes, sector-specific trends, management styles, and business structures. Proactive Monitoring and Participation: Proactively monitor covered companies, promptly identifying and communicating important developments. Attend industry events and conferences to stay updated on market trends. Ideal Candidate Qualities Investment Acumen: Demonstrated expertise in buy-side investing in the small-cap space with a passion and background in the software sector. Ability to identify mispricing and valuation discrepancies, and make data-driven investment recommendations. Collaboration and Influence: As part of a small team, each member is extremely valuable. This means that you can thrive in a collaborative environment, contribute unique insights and challenge conventional investment views. Growth Mindset: Adaptable and open to continuous learning and evolution within the investment landscape. Perpetual development, whether a new industry, or innovating and anticipating the future trends in the software/technology sector. Intellectually curious, passion for your work, desire to work with the best. Additional Requirements Experience: 5-10 years of relevant experience. References: Outstanding references from previous employers. Location: Rockefeller Center, New York Compensation: Top decile compensation for top decile performers. *Base pay ranges from 125K - 250K, commensurate with experience, plus discretionary bonus.* Please send resumes and cover letters, or referrals to ***********************. We look forward to hearing from you.

Credit Risk Manager, VP - Leveraged Finance (New York City) Are you ready to take your credit risk expertise to the next level? Join a leading financial institution in New York City as a Credit Risk Manager for the Leveraged Finance team, where you'll oversee and manage a portfolio of sponsor leveraged loans, offering strategic credit recommendations for new transactions. In this role, you will provide critical input on structuring, legal documentation, and exposure management, while advising senior business line members and overseeing the credit risk across the portfolio. You'll also have the opportunity to actively manage credit risk, advise junior team members, and ensure compliance with regulatory standards. Key Responsibilities: Oversee a portfolio of middle-market borrowers, monitoring credit exposure and managing credit risks for designated customers. Provide recommendations on new transactions, analyzing industry, business, legal, and financial risks. Assess credit deterioration and recommend adjustments where necessary. Collaborate with the business line to structure transactions, ensuring optimal credit risk outcomes and a favorable risk/return dynamic. Ensure compliance with both internal policies and external regulations. Actively participate in meetings to enhance the organization's credit risk framework. Present findings to senior executives and engage in discussions with auditors and regulators to communicate critical account information and strategies. Qualifications: Minimum 7 years of experience in credit and risk-related functions, with at least 4 years focusing on analyzing middle-market leveraged transactions. Strong knowledge of corporate credit analysis, loan structures, and risk management. Comfort with regulatory environments (FRB, OCC, FDIC) is essential. Proficient with Microsoft Office Suite (Word, Excel, PowerPoint). Familiarity with credit risk platforms is a plus. A Bachelor's Degree in Business or related field is required. CFA designation is desirable. Why You Should Apply: Base pay between $150K and $200K, depending on experience. Health, wellness, retirement plans, and more. Work in a dynamic, challenging environment with ample opportunities for development and advancement. This is your chance to make a significant impact in a fast-paced, rewarding role. Apply now for the Credit Risk Manager position in New York City and take the next step in your career! Apply Now!

Please send resumes to ******************** (will not be considered otherwise) Top performing and fast-growing global equities hedge fund looking for an experienced operations/portfolio analyst to join our team. Please note this role will be based out of our New York office, with no hybrid option / full-time in the office. Key Responsibilities Conduct daily performance attribution and risk analysis of the long/short equity portfolio, to identify key performance drivers and potential risks (e.g., beta-adjusted exposures, risk factor correlations, hedging coverage ratio). Collaborate with the Portfolio Manager to evaluate and monitor position-level performance. Produce routine and ad-hoc portfolio reports and presentations for internal review and client updates. Maintain accurate and up-to-date trade records and positions in the portfolio management systems. Collaborate with compliance to meet regulatory reporting requirements and to adhere to internal controls. Qualifications 3-5+ years of experience in a fund operations/portfolio analysis role focused on global equities. Degree in Finance, Economics, Mathematics, or a related field., CFA is a plus. Strong experience using Bloomberg and familiarity with order management systems (e.g., Eze). Strong analytical and critical-thinking abilities with acute attention to detail. Ability to multitask, prioritize, and meet strict deadlines in a fast-paced environment. Excellent communication and interpersonal skills. (Native Mandarin a plus) To apply, send resumes to ********************

Longbridge US is a new-generation socially-driven online brokerage firm that aims to provide every investor with better investment tools for U.S. and Hong Kong stocks. Outside of the US, the firm conducts businesses in Singapore, New Zealand, Hong Kong and China. Longbridge is dedicated to driving financial technology innovation and bringing innovative technology and concepts to the fintech industry in the US. We are seeking a dynamic and strategic leader to spearhead and be responsible for overseeing and mitigating the financial risks associated with margin trading by monitoring customer accounts, identifying potential exposure, issuing margin calls when necessary, and ensuring compliance with regulatory requirements related to margin levels, actively managing risk through portfolio analysis, and collaborating with trading and operations teams to maintain a stable financial environment for the firm. Key Responsibilities: Risk Monitoring and Analysis: Continuously monitor customer margin accounts to identify potential risk exposures, including excessive leverage and volatile market conditions. Calculate and track key margin metrics like margin utilization, margin calls, and potential losses. Conduct portfolio analysis to assess the overall risk profile of client accounts. Utilize risk management tools and models to evaluate market fluctuations and their impact on margin requirements. Margin Call Management: Issue margin calls to clients when their account equity falls below required margin levels. Monitor client responses to margin calls and take necessary actions to mitigate risk. Compliance and Regulatory Oversight: Ensure adherence to all relevant margin regulations and industry standards. Stay updated on regulatory changes and implement necessary adjustments to margin policies. Conduct periodic compliance reviews and audits related to margin management. Client Relationship Management: Collaborate with trading teams to onboard new clients and explain margin requirements. Provide guidance to trading teams and clients on managing their margin exposure and risk mitigation strategies. Risk Mitigation Strategies: Develop and implement risk mitigation strategies such as position limits, hedging strategies, and portfolio diversification. Monitor the effectiveness of risk mitigation measures and make adjustments as needed. Reporting and Analysis: Generate regular reports for senior management on margin risk metrics, key trends, and potential risks. Conduct risk scenario analysis to assess potential market impacts on margin requirements. Required Skills and Qualifications: 10+ years working in a Margin Risk capacity for a broker-dealer or FinTech with a strong understanding of financial markets, derivatives, and trading strategies Must have Series 24, 7, 63. Preferably have Series 4. Expertise in margin regulations and compliance requirements Proficiency in quantitative analysis, risk modeling, and statistical methods Excellent communication and interpersonal skills to interact with clients and internal stakeholders Proven ability to work independently and as part of a team Relevant experience in risk management, preferably within a brokerage or financial services firm Bachelor's degree in Finance, Economics, or a related field

A leading Multi Strategy Hedge Fund is hiring a Senior Risk Manager to join the team in NYC. This hire will focus on the growing fundamental equities business, covering risk management for Equity Long/Short and Event Driven strategies. Since this is a senior role, the firm is looking for direct experience coming from another hedge fund; this individual will ideally mesh with the collaborative culture and hit the ground running. With the continued growth of the Equities business and the current volatility in markets, this hire will be instrumental in optimizing portfolio construction methodology for existing investment strategies, while revamping strong risk frameworks to be utilized moving forward. For new PMs joining, this risk manager will work hand in hand to onboard, learn, and monitor new strategies. And across the whole equity business, this hire will work with the CRO to monitor firmwide exposures and concentration, and develop and implement hedge strategy that minimizes downside. The fund looks for technical skills with every hire - some coding experience and expertise with equity risk factor models is required. Because of the unique relationship with PMs, the CRO, and the CIO, this hire also needs to be very commercial and a strong communicator. Prior Equity Trading or Equity L/S investing experience is a plus. Requirements: 10+ years of risk management experience, minimum 5 years at a hedge fund Global equities expertise - ideally in depth exposure to Long/Short and Event Driven strategies Familiarity with factor investing and utilizing equity risk factor models (Barra, Axioma, Aladdin analytics, etc.) Technical proficiency in Python or another scripting language Prior front office experience preferred

Senior Investment Risk Manager (Credit Specialist) Industry: Buy-Side/Investment Management/Hedge Funds An excellent opportunity for a Senior Investment Risk Manager to lead risk management and research within the Discretionary Risk team, specializing in credit strategies for Fixed Income. The role is working within a collegiate, high-performing environment with scope to progress in hierarchy within the business in a relatively short space of time. This role involves engaging with investment professionals and Senior Management, and building strong relationships across teams. The successful individual will be seen as the SME within the Investment Risk team for Credit and will also receive exposure to cross-asset teams\product lines. Responsibilities Risk Management: Oversee risk across funds, collaborate with Portfolio Managers (PMs) and investment teams, and address issues promptly. Performance Analysis: Understand performance and risk drivers for credit strategies and engage with investment teams. Framework Development: Enhance the risk framework and analytical infrastructure, promoting best practices. Senior Engagement: Communicate key risk issues to Senior Management and the Discretionary Risk Committee. Research: Investigate new risk measurement and management techniques with investment, quantitative, and technology teams. Market Monitoring: Stay informed on market events and provide risk analysis. Regulatory and Client Support: Assist with regulatory, client, and marketing requests. Team Development: Mentor and support risk team members and other areas within the firm. Key Skills & Experience Experience: Extensive risk management experience. Specialization: Expertise in credit strategies. Skills: Strong financial and analytical skills, proficiency in Python or similar programming languages. Knowledge: In-depth understanding of risk management techniques. Communication: Excellent communication skills. Academics: Strong academic background. Specific Credit Metrics Credit Spread Analysis: Evaluate the difference between yields on credit securities and risk-free securities. Default Probability: Assess the likelihood of a borrower failing to meet debt obligations. Recovery Rate: Estimate the percentage of a defaulted asset's value that can be recovered. Credit Rating: Monitor and analyze ratings assigned by credit rating agencies. Credit VaR (Value at Risk): Measure the potential loss in value of a credit portfolio over a defined period for a given confidence interval. Credit Exposure: Calculate the total amount of credit risk exposure at any given time. Credit Migration: Track changes in credit quality over time.

The Risk Department monitors exposure of BBVA NY and BBVA Securities to market and counterparty credit risk. Perform detailed analysis of risk profile of the assigned entity. On a daily basis, compute positions, risk sensitivities, Value-At-Risk (VaR) and other applicable risk metrics. Produce and present periodic and ad-hoc risk and valuation reports; run and maintain risk systems; reconcile positions; interface with trading teams, internal and external auditors and regulators; participate in the model validation process, assist with implementation of new projects. The Market Risk Manager supporting the Market Risk team is responsible for providing the analytical and reporting needs of the Risk Management team including but not limited to Daily VaR reports, daily credit exposure reports, Economic Capital, Stress Testing, Back testing, Primary Duties and Responsibilities Analyze positions and portfolios of BBVA with respect to market and credit risk exposures across broad range of products, which may include interest rate, foreign exchange, fixed income, equity, volatility, commodity and their derivatives. Ensure correct end of the day pricing of positions through continuous monitoring of quality, timeliness, and consistency of market inputs. Assisting in the implementation of new developments in the risk system. Daily, weekly, and monthly reporting for both internal and external purposes. Actively participate in the New Products requirements for the Market Risk Department. Assisting in the model validation process Collaborate in the model documentation process for the risk system. Work in ad-hoc projects with different departments within the bank General Qualifications and Experience Bachelor's degree in areas of Economics, Finance, Mathematics, Statistics, Business, or Engineering (or a similar quantitative discipline), with masters preferred. Knowledge of general market risk measures (Value-at-Risk, sensitivities, etc.), and statistics will also be necessary. Four years of practical experience in risk management or trading supporting roles is strongly preferred. Applicant must have advance knowledge of derivatives markets (interest rates, FX) and various pricing methodologies, including trading and market characteristics, pricing, market liquidity and volatility. Demonstrated quantitative and analytical skills. Proven ability using Microsoft Office tools for reporting and analyzing data especially in Excel (experience programming of VBA is necessary). Advanced computer skills, including experience programming in SQL, Python and other programming languages. Strong communication, interpersonal and organization skills with an ability to effectively execute tactical plans. Management Responsibilities None All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Jefferies is a leading global investment bank delivering strategic financial advisory, capital markets, and asset management services to clients worldwide. We are committed to providing exceptional insights and innovative solutions to help clients navigate the complexities of the financial markets. As we expand our footprint in Israel, we seek dynamic professionals to join our growing investment banking team. Jefferies Israel Coverage: Jefferies Investment Banking Israel Coverage Group provides a full suite of advisory and capital markets capabilities to clients in Israel and US corporations of Israeli origin or with strong Israeli affiliation. Jefferies Israel Coverage Group is a leading advisor to Israeli companies with an extensive track-record of M&A advisory, IPOs and raising capital. Since January 2021, Jefferies Israel Group has advised on 55 transactions with a total value of over $53B across Capital Markets and M&A. Jefferies was the top investment bank in Israel in 2024 based on market share, total fees and number of transactions (Dealogic data). With team members strategically located in both Tel Aviv and New York, we successfully advised on 22 Israeli transactions in 2024, mostly cross border, representing a total value of $12B across Capital Markets and M&A. Jefferies hosts the largest institutional investor tech conference in Israel each year. Jefferies Tech Trek 2023 included ~1,000 registrants and 100 of Israel's most exciting Public and Private Tech Companies. Position Summary: We are looking for a highly motivated and detail-oriented Investment Banking Analyst to join our Israel Investment Banking Team. The role offers a unique opportunity to gain exposure to cross-border M&A, capital markets, and strategic advisory transactions. The position is ideal for a candidate seeking to work at the intersection of Israel's vibrant tech, industrial, and financial markets while being part of a premier global platform. Candidates can initially be based in New York or Tel Aviv with the role permanently transitioning to Tel Aviv in ~6-9 Months. Key Responsibilities: Transaction Support: Assist in the execution of M&A, equity, and debt financing transactions, including financial modeling, valuation analysis, due diligence, and preparation of client deliverables. Market Research: Conduct comprehensive research on industries, market trends, and target companies, with a focus on Israel's technology, life sciences, and industrial sectors. Client Engagement: Prepare materials for client meetings and participate in strategic discussions with senior management teams. Financial Analysis: Build detailed financial models to support investment recommendations and valuation assessments. Presentation Preparation: Develop pitch materials, investment memos, and board presentations to support deal origination and execution efforts. Cross-Border Collaboration: Work closely with Jefferies' global teams, including sector and product specialists, to provide integrated solutions for Israeli and international clients. Qualifications and Skills: Educational Background: Bachelor's degree in finance, economics, accounting, or a related field; advanced degrees or professional certifications (e.g., CFA) are a plus. Experience: 1-3 years of experience in investment banking, at a global investment bank Technical Proficiency: Strong financial modeling and valuation skills; proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet). Global Perspective: Understanding of both Israeli and international markets, with an interest in cross-border transactions. Language Skills: Fluency in both Hebrew and English is required. Citizenship : Israeli Citizenship is required. Dual Citizenship is a preferred. Analytical Skills: Exceptional problem-solving abilities with attention to detail and accuracy. Communication Skills: Strong verbal and written communication skills with the ability to present complex information clearly. Cultural Adaptability: Willingness to relocate to Israel permanently and adapt to the local market environment. Team Player: Ability to thrive in a collaborative, fast-paced environment with a strong work ethic. About Us Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Our client is a $16bn global multi-strategy, multi-manager hedge fund with a track record spanning over 20 years. They are looking for an Investment Analyst to join one of the most prestigious Industrials Investing teams at the fund. Responsibilities As a Public Equity Investment Analyst with a specialized focus on industrial stocks, you will play a pivotal role in shaping the investment strategy and driving performance in this sector. Leveraging your expertise in industrial markets and equities, you will contribute to portfolio management decisions and assist in generating alpha for clients. Responsibilities include: · In-Depth Research: Conduct rigorous fundamental analysis on publicly traded industrial companies, evaluating financial statements, market trends, and competitive positioning. · Asset Valuation: Develop comprehensive valuation models to assess the intrinsic value of industrial stocks, utilizing various valuation methodologies, including DCF, comparable analysis, and NAV. · Market Analysis: Stay up-to-date with macroeconomic trends, interest rates, and industry developments that could impact industrial stocks, providing insights to the investment team. · Idea Generation: Identify compelling investment opportunities within the industrial sector, producing well-reasoned and data-driven investment theses. Qualifications · 1-5 years of work experience in equity research or investment banking · Proficient in corporate level modelling · Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics discipline · Experience in conducting research and due diligence, and producing “client ready” investment materials · Strong quantitative aptitude with a high attention to detail

Senior Investment Professional, Distressed Private Equity Established private equity fund is seeking an experienced senior investment professional to join investment team. The firm adopts a private equity style approach to special and distressed situations. They make control investments and often take an operationally hands-on role in transactions, including driving financial restructuring, turnaround, and leading strategic operational initiatives. The Fund is seeking a highly experienced Managing Director (will consider current senior Principals) to lead private equity investment efforts in distressed and special situations. This individual will be responsible for sourcing, evaluating, executing, and managing complex investment opportunities, working closely with senior leadership to develop and execute turnaround strategies and financial restructurings. Key Responsibilities: Act as a Deal Team Captain - lead team of junior investment professionals on deal execution. Manage due diligence on potential investments, including commercial and financial due diligence, transaction structuring, bank financing and transaction documentation. Manage capital structure and credit issues, restructuring dynamics, turnaround initiatives. Develop and implement turnaround and value-creation strategies for portfolio companies. Engage with portfolio companies and management teams, support value creation planning and play a central role in the ongoing monitoring of financial and operational performance. Represent the firm with investors, lenders, and other key stakeholders externally. Qualifications: 10+ years of experience in private equity, special situations investing, or distressed debt. Strong track record of executing and managing distressed investments with successful turnarounds. Undergraduate degree with GPA >3.5 MBA preferred but not required.

Job Title: FP&A Analyst/Associate (2-3 Years of Experience) A leading global private equity firm managing over $50 billion in assets. We invest in a diverse range of industries and work closely with our portfolio companies to drive growth and create long-term value. We are seeking a highly motivated and detail-oriented FP&A Associate to join our dynamic team and contribute to the continued success of our firm. Role Overview: As an FP&A Associate, you will be an integral part of the finance team, responsible for supporting financial planning, analysis, and reporting across the firm and portfolio companies. You will collaborate closely with senior leadership, providing valuable insights and helping to drive data-driven decision-making. Key Responsibilities: • Assist in the preparation of the firm's quarterly and annual budgets, forecasts, and financial reports. • Analyze financial performance and variances, highlighting key trends, opportunities, and risks. • Support the preparation of monthly, quarterly, and annual management reports for senior stakeholders. • Develop and maintain financial models to support investment evaluation, portfolio monitoring, and performance reporting. • Provide analysis and recommendations on cost optimization and operational efficiencies. • Collaborate with internal teams and portfolio companies to gather and analyze financial data. • Monitor and track performance metrics across the firm's investments. • Assist with ad-hoc financial analyses and projects as required by senior leadership. • Ensure the accuracy and integrity of financial data across all reporting systems. Qualifications: • 2-3 years of experience in financial planning & analysis (FP&A), investment banking, private equity, or management consulting. • Strong proficiency in financial modeling, forecasting, and budgeting. • Advanced Excel skills; familiarity with financial software (e.g., Adaptive Insights, NetSuite, etc.) is a plus. • Strong analytical skills and attention to detail. • Ability to work independently and manage multiple priorities in a fast-paced environment. • Excellent communication skills, both written and verbal. • A degree in Finance, Accounting, Economics, or a related field (CFA, MBA, or similar is a plus). • Prior experience in private equity or financial services is preferred but not required. What We Offer: • Competitive compensation package and performance-based bonuses. • Opportunity to work with a high-caliber team in a fast-paced, growth-oriented environment. • Exposure to senior leadership and strategic decision-making. • Comprehensive benefits package, including health, dental, and vision insurance, retirement plans, and more. • A culture of collaboration, innovation, and continuous development.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We are looking for a talented financial services professional to join our world class Operations Team as an AML Analyst. As an AML Analyst here at Webull you are reporting directly into our Director of Compliance. Playing a crucial role, focused on investigating and identifying new trends, patterns, and emerging risks related to trading and funds transfers. In This Role, You Will Monitor and review red flags, perform enhanced due diligence when necessary Be a point of contact for escalations, basic queries, investigations, and overall AML support Verify proper documentation related to account validations Respond to AML related issues via phone, handle customer inquiries by conducting research, taking ownership and communicating with clients via email and chat Review and maintain daily activity and reports, identifying potential issues and taking proper actions Run background checks on customers and bank accounts Support with testing, revising existing logic and implementation of new controls Investigate fraud and follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm Help streamline and optimize AML processes The Skills You Bring Bachelor's degree in economics, Business, Finance, Technology or similar major. 1-3 years of experience in AML/KYC department or conducting fraud or financial crimes investigations on behalf of an SRO, Broker Dealer or FCM. Comfort and fluency with computers and technology and an understanding of how technology is applied to business and regulation. Strong problem solving, control, and project management skills. What Makes You Stand Out You have your ACAMS, CFE and Series 7 A proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment You can thrive in both individual and team atmosphere You have strong communication skills both written and verbal. Why Webull? At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact. We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $70,000-80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations. This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact! EEOC Statement Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $105,000.00 and $115,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Providing support to senior team members related to the origination, structuring, and execution of transactions within the Structured Finance Group, primarily Middle Market and BSL CLO products and Private/Bank Securitizations. Role Objectives: The job responsibilities are described herein: Work as a member of a deal structuring and execution team e.g. financial modeling, market update calls, due diligence, and structuring Assisting in the preparation of marketing materials for existing and prospective clients, including analysis of reporting models and data in order to provide insightful commentary and recommendations with regards to structural and commercial terms Resourcefully leverage various information sources to help contribute to group's understanding of market trends, deal comparisons, and structural recommendations Developing an understanding of deal-based analysis using internal and external rating and returns models utilized in CLO structuring Engage with clients through calls, discussions, certain client visits with a senior members of the team Prepare pitch books and set up internal/external meetings with clients. Prepare any ad hoc research and reports as necessary, under the direction of senior members of the team Qualifications and Skills Banking experience in financial analysis and credit structuring at a corporate or investment bank Bachelor's degree in Economics, Finance, Business or Accounting preferred or equivalent education and training. Licenses / Certifications / Registrations - SIE, Series 7, 79 & 63 Software Systems / Programming Languages - Microsoft Office, Word, Excel, PowerPoint Strong understanding of corporate finance and analytical and critical thinking skills Strong verbal and written communication skills with an ability to present well, organize thoughts and clearly articulate points and to communicate and propose complex capital solutions, including excel based financial models, to a sophisticated client base in a concise manner. Self-driven and motivated; takes personal ownership of specific assignments. Desire to learn and grow in the area of corporate finance. Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. Able to quickly learn internal policies, processes, and other systems. Demonstrate an intellectual curiosity and interest in continuous learning with an ability to adapt to a culturally diverse and team-oriented environment.

Financial Analyst Pay Range: $41 - $47 per hour on W2 Contract Duration: 6 months Responsibilities: Provide support on Operational and Production Accounting related matters, such as development cost spending, overhead controls, real estate, responding to Tax Dept. requests, fixed asset accounting, banking etc., Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports. Oversee the accounting activities performed by the CG, such as accounts payable and bank reconciliations. Work with Accounting on ensuring costs are reported in S4/Hana (SAP) in an IFRS-compliant manner. Support preparation of quarterly forecasts, annual budget and mid-range plan. Perform ad-hoc analysis at management request. Develop and implement processes to leverage existing tools and streamline workflows. Complete special projects for operations and finance as necessary. Requirements: BS/BA degree with accounting/finance focus required 4+ years public accounting or Entertainment industry finance/accounting experience Strong knowledge of accounting / IFRS Qualified Accountant preferred (CPA, ACA, CIMA or equivalent) Experience in the entertainment experience is a plus SAP knowledge preferred, with experience in S/4 HANAH and BPC Strong MS Excel skills required (vlookups, pivot tables, macros) Ability to quickly grasp new concepts and problem solve Detail-oriented with strong organizational, analytical and PC skills Proven ability to meet deadlines Ability to prioritize and be flexible in work content levels and volumes Must be able to work as part of a team

• Trade Reconciliation • Corporate Action • Cash Management • Middle Office Function Required skills: • Middle Office cash reporting UI experience • Eagle Accounting knowledge • Experience in defining user experience and user interface design • Intraday cash reporting knowledge, including front office use cases • Cash reconciliation processes and data sets • Knowledge of corporate action events inclusive of SWIFT messages (MT564, 565, 567, 568) and voluntary election workflow (middle office service provider, middle office client, external parties/custodians). Additional skills: • Experience working with data outputs from Smartstream TLM Reconciliation-Premium • Knowledge of corporate action software (e.g., TCS BaNCS, FIS/XSP

Actively seeking Restructuring & Capital Solutions Analyst for a HYBRID and Full-Time Position . The position is great for a candidate who has 5+ years of analyst work within corporate restructuring and financing. HOURS: Monday - Friday, 9:30 AM - 5:30 PM EST SCHEDULE | LOCATION: HYBRID | Financial District PAY: $180 - $220K (Commensurate w/Overall Experience) BENEFITS HIGHLIGHTS: Health, Dental, Vision, 401K, etc. - IDEAL CANDIDATE REQUIREMENTS 5+ years of experience in corporate restructuring and financial advisory analyst work Extensive knowledge of the finance and restructuring industry An in-depth understanding of stressed, distressed and special situations opportunities Excellent research abilities Strong written and verbal communication skills Proficiency in MS Office Word, Excel, PowerPoint, CapIQ, Bloomberg, Reorg, Debtwire Expected to monitor emails outside of regular business hours. - ROLE RESPONSIBILITIES Monitor market events, macroeconomic trends, changes in policies, etc. Analyze financials, operational performance, capital structures Analyze target debtors' financial condition and performance Prepare regular reports in connection with new and existing business opportunities Assist with financial analysis in preparing pitch decks. Assist in the evaluation of investment opportunities in distressed and special situations. Support the maintenance of various new and existing target trackers. Analyze client and competitor market trends relevant to law firm restructuring practices. - SearchPointNY/Noor Staffing is an Equal Opportunity Employer. All applicants are considered for employment without regard to Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Retaliation, Parental Status, Military Service or Disability Status.

Job Title: Corporate Engagement Analyst - Hiring FAST! Pay Rate: $33/HR on W2 Only - NO C2C Setting: Onsite Required (Hybrid/Remote is NOT an Option) Duration: 8+ months Required Qualifications: At least 2-4 years experience in operations and business management Education: Bachelor's Degree Highest degree of integrity, professionalism, diplomacy and discretion Proven tactical execution experience including strategy development, operations, and budget analysis Ability to quickly learn and apply grants management best practices Proven project management skills, with excellent organizational and multi-tasking skills, and complete attention to detail Experience managing partnerships and relationships across multiple organizations and geographies Team player, and skilled at managing internal and external teams and junior staff on a given project Keen problem solver with exceptional written and verbal communication skills Excellent interpersonal skills in person, on phone, and by email and voicemail Flexible and willing to work extended hours and travel when required Self-motivated with ability to work independently as well as in team Proficiency with PowerPoint, Excel and Word for presentations and data analysis. Responsibilities: Support the execution of the program s largest small business convening with a focus on preparing briefing materials, talking points and agendas Draft event summaries and agendas for key internal and external stakeholders, including business owners and program partners Draft all correspondence to speakers and key stakeholders Draft materials for all working group meetings and track all follow-ups and execution timelines Inform event branding, marketing strategy and business owner engagement Track attendee registrants and inform recruitment plan Identify and track star alumni from each program location