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Title: Senior Associate, Private Equity
Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.
Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:
- Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
- Currently based in or able to relocate to New York area
- Sector experience across healthcare, technology, business services and/or consumer
At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.
As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value.
We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.
At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley.
Departmental Overview
The Gender Equity Resource Center (GenEq) advances gender equity, LGBTQ+ inclusion, and a welcoming campus climate for all at UC Berkeley. As the campus hub for gender and sexuality education, engagement, and support, GenEq works to cultivate learning environments, policies, and programs that foster access, belonging, and success for people of all genders and sexualities, with particular attention to the experiences of women and LGBTQ+ communities. Core program areas include LGBTQ+ initiatives, Women's initiatives, Men & Masculinities initiatives, and Sexual and Relationship Violence awareness and resource referral. GenEq is part of the Centers for Educational Justice and Community Engagement (EJCE).
The Centers for Educational Justice and Community Engagement (EJCE) is collaborative charged with developing programs, activities, and strategies that promote students' academic progress and success by engaging them through intersectional and multicultural practices that acknowledge and celebrate their individual and collective experiences. The EJCE collaborative coordinates a series of academic courses and educational and multicultural activities through its centers & offices (African American Student Development, Fannie Lou Hamer Black Resource Center, Asian Pacific American Student Development, Chicanx Latinx Student Development, Latinx Student Resource Center, the Gender Equity Resource Center, Multicultural Community Center, Native American Student Development and the Native Community Center, and South Asian, Southwest Asian, and North African Student Development. The collaborative is a key campus partner in helping the campus create an inclusive environment for campus populations through intersectional and transformative practices and approaches focused on mitigating harm and promoting connections among and across diverse communities. Each partner space is steeped in rich and vibrant legacies and established community-centered praxes of educational justice: leadership development, access, activism, academic excellence and social justice. Our work reflects interconnected identities and experiences through our collective and individual commitments to support and advance future global leaders.
The EJCE team is housed within the Division of Equity & Inclusion.
Position Summary
The Assistant Director for Training & Education develops and implements educational initiatives that advance gender equity across all genders-including women, men, nonbinary and transgender individuals-LGBTQ+ inclusion, and intersectional justice at UC Berkeley. This position designs and facilitates in-person and online training sessions, develops curriculum and digital learning tools, and supervises student peer educators to expand campus understanding of GenEq's mission and values. The role also raises campus awareness of healthy relationships and dating violence by integrating accessible, culturally responsive content into GenEq's education and training portfolio.
Application Review Date
The First Review Date for this job is: 03/17/2026.
Responsibilities
Educational Program & Curriculum Development
Designs, develops, and implements curriculum, workshops, and training materials that reflect GenEq's values and address topics such as gender, gender equity, sexuality, LGBTQ+ and Women's inclusion, sexism, healthy relationships, and social justice.Ensures materials are accessible, culturally responsive, and evidence-based.
Facilitation & Training Delivery
Plans and facilitates interactive education sessions for diverse campus audiences in both in-person and virtual environments.Adapts content and style to meet learner needs and promotes inclusive dialogue on complex or sensitive topics.
Online Learning & Digital Content Development
Develops or collaborates on the creation of online learning modules, multimedia content, and digital tools that expand access to GenEq's educational resources.Works with campus instructional design and communications teams to maintain and evaluate these platforms.
Peer Education & Student Supervision
Recruits, trains, and supervises student peer educators and interns engaged in outreach, education, and advocacy.Provides mentorship, professional development, and performance feedback.
Assessment, Reporting & Collaboration
Collects and analyzes feedback and participation data to assess learning outcomes and program effectiveness.Prepares reports for GenEq, EJCE, the Division of Equity & Inclusion, and campus partners.Builds strong collaborative relationships across EJCE spaces and other university departments to integrate equity education campus-wide.
Required Qualifications
Demonstrated ability to design, implement, and assess educational curriculum, workshops, and learning modules focused on inclusion and social justice.Advanced skill in facilitating in-person and virtual workshops, dialogues, and training sessions on complex or sensitive topics with a variety of audiences.Deep understanding of gender equity, LGBTQ+ inclusion, intersectionality, and community-centered educational practices, including knowledge of women's experiences, sexism, and the dynamics of relationship and dating violence. Demonstrated ability to build trust and engagement across a variety of student, staff, and faculty populations.Ability to gather, analyze, and interpret feedback and participation data to measure program effectiveness and learning outcomes.Demonstrates comprehensive knowledge of inclusive education, accessibility standards, and equitable access practices, and applies advanced expertise to design and implement training initiatives that support campus-wide learning and compliance requirements.Brings strong analytical and assessment skills to evaluating equity-focused access and engagement efforts, translating findings into actionable strategies that enhance belonging and participation.Strong organizational skills with ability to manage multiple projects, timelines, and priorities while maintaining attention to detail.Ability to translate data into understandable language and visual displays.Excellent written, verbal, and interpersonal communication skills, including the ability to synthesize complex topics into accessible language. Ability to build partnerships across departments and constituencies.Bachelor's degree in related area and/or equivalent experience/training.
Preferred Qualifications
Knowledge of online learning management systems (e.g., Canvas, Articulate, or similar) and ability to develop or coordinate multimedia and e-learning content.Experience recruiting, training, supervising, and mentoring student employees or peer educators, with an emphasis on leadership development and experiential learning.Familiarity with trauma-informed facilitation practices and restorative approaches to dialogue.Has thorough knowledge of and/or can quickly learn organizational policies and procedures; knowledge of the functional area and understands how work may impact other areas.Familiarity with AI-driven or animated presentation tools.Knowledge of relevant civil rights laws (Title VI, VII, IX) and higher education compliance frameworks.Advanced degree in the related area and/or equivalent experience/training.
Salary & Benefits
For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.
Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
The budgeted annual salary range that the University reasonably expects to pay for this position is $83,000.00 - $103,000.00.
This is an exempt monthly-paid position.
How to Apply
To apply, please submit your resume and cover letter.This position is primarily on-site. Flexible work arrangements may be considered in accordance with departmental policy and operational needs and are reviewed annually.
Other Information
This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
SB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
Equal Employment Opportunity
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
#TA-MC
Referral Source info
This job is part of the Employee Referral Program. If a UC Berkeley employee is referring you, please ensure you select the Referral Source of "UCB Employee". Then enter the Employee's Name and Berkeley E-mail address in the Specific Referral Source field. Please enter only one name and email.
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Posted by the FREE value-added recruitment advertising agency
jeid-9259c8a260d9a14d8fe8fafb20d408c8 JobiqoTJN. Keywords: Shipper / Receiver, Location: Berkeley, CA - 94701
What you’ll do:
- Run PE/M&A transactions with direct client contact
- Draft/negotiate SPAs, merger and rollover docs, equity and incentive plans, and key ancillaries
- Own diligence, closings, and counterparty/advisor coordination
- Supervise juniors and work directly alongside senior attorneys and partners
What you'll bring:
- 2+ years at a leading firm handling PE/M&A deals
- Proven independent ownership within a team
- Strong business judgment and crisp writing/speaking
- IL bar license or eligibility to waive in/sit for next exam
Why this platform:
- AmLaw 25 firm
- National PE/growth footprint with real document ownership and sponsor exposure
- High deal velocity, best in class training, transparent and attainable advancement opportunities
- Hybrid schedule
- Top of the market compensation
Apply here or email ( ) / DM to schedule a confidential intro call.
DIRECTOR OF PRIVATE EQUITY
Company Description:
Sage Investco is a retail real estate company based in Newport Beach, California. Our mission is to collaborate with select groups of retailers, restaurants, and gas station operators to find, develop, and build new sites for their operations throughout the Western United States with a focus on California.
Role Description:
Sage Investco is seeking a Director of Private Equity for our team, with the role located in Newport Beach, CA. This is a full-time, hybrid role, with flexibility for remote work when needed.
The Director of Private Equity will lead the EQUITY INVESTMENTS raising efforts for syndication into the Company’s numerous Real Estate Projects.
The ideal candidate will be an experienced, well connected professional in the realm of Commercial Real Estate, WITH EXISTING INVESTORS: High Net Worth Individuals, Family Offices, and Accredited investors.
Familiarity with Qualified Opportunity Zone (QOZ), Qualified Opportunity Funds (QOF), Delaware Statutory Trusts (DST), Private Investment funds and/or Private REITS is a big plus.
Qualifications:
Local to Southern California preferred.
Able to prepare and modify Offering Memorandums and Proforma analysis
Bachelor's degree or higher in Finance, Business, Economics, Real Estate or related field.
Minimum 8 years of progressive experience within private equity or Real Estate investment with a demonstrated track record of success.
Strong analytical skills and ability to develop detailed financial models and projections of investment opportunities.
Ability to create Offering Memorandums, Pro-forma, and review Legal documents along with the company’s attorneys.
Strong communication, problem solving, and interpersonal skills.
Ability to be proactive, independently manage multiple projects and prioritize under tight deadlines.
**Initial role will be commission-based; upon demonstrated ability to bring investors and successfully close the first deal, opportunity to transition into a salaried Director of Equity position.
Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.
The Equity Capital Markets (ECM) Associate will support the firm’s equity capital markets and business development efforts by organizing equity processes, managing investor relationships, and formalizing materials used in capital raises. The position is highly execution-oriented and sits at the intersection of investor outreach, internal coordination, and transaction readiness. This role will play a key part in reducing time to market and ensuring equity opportunities are presented in a professional, consistent, and data-driven manner.
General Responsibilities
Equity Sourcing & Relationship Management
- Create, maintain, and continuously refine targeted equity investor lists aligned with specific deal profiles, sectors, and capital requirements
- Lead and support equity-side introductions, helping to establish new investor relationships and expand the firm’s equity network
- Organize and manage broker and intermediary relationships, ensuring clear communication, accountability, and alignment with deal objectives
- Coordinate and participate in weekly internal calls focused on current equity needs, investor feedback, pipeline status, and next steps
Business Development & Process Coordination
- Support equity-focused business development initiatives by tracking outreach, responses, and follow-ups with investors and brokers
- Act as a central point of coordination between internal teams, brokers, and external equity partners
- Ensure equity efforts are systematic, repeatable, and well-documented to support scalability
Marketing Materials & Presentation Formalization
- Lead the formalization and organization of company equity presentation materials, ensuring consistent branding, messaging, and structure
- Assist in the creation, updating, and refinement of equity deal books, investor decks, and related materials
- Ensure all materials are accurate, current, and aligned with the firm’s investment narrative and deal strategy
Data Room Management & Deal Readiness
- Organize, structure, and maintain equity data rooms to support investor diligence
- Coordinate with internal teams to collect, review, and upload required documentation
- Ensure data rooms are investor-ready, clearly labeled, and easy to navigate
- Proactively identify gaps in documentation that could delay investor review or closing timelines
Efficiency & Time-to-Market Optimization
- Streamline equity processes to reduce time to market for new opportunities
- Improve internal workflows related to investor outreach, materials preparation, and diligence
- Track key milestones and deadlines to keep equity raises moving efficiently
Qualifications
- 3–5 years of experience in real estate, wealth management, investor relations, capital markets, or a related field
- Strong understanding of equity capital raising processes and investor relations
- Highly organized with exceptional attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple projects simultaneously in a fast-paced environment
- Proficiency with CRM systems, data room platforms, and presentation software (PowerPoint, Excel, etc.)
- Self-starter with a process-driven mindset and a strong sense of ownership
As a team member at Terra, you’ll enjoy:
- Career advancement and bonus opportunities
- Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account)
- Employer-paid life and disability insurance
- Employer matching 401k
- Employee team building events
- Company paid monthly lunches
- Paid Time Off and paid Holidays
Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.
This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.
Ideal Work Style
- Collaborative and team-oriented
- Self-directed and highly motivated
- Intellectually curious and solutions-focused
- Comfortable managing multiple complex transactions under tight deadlines with minimal oversight
Key Responsibilities
- Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
- Independently manage all aspects oftransaction closings and fundings, including:
- Preparing purchaser information
- Completing complex subscription agreements for multiple investor types
- Facilitating and managing KYC diligence
- Coordinating execution and funding logistics
- Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
- Draft and negotiate a wide range of legal documents, including:
- Confidentiality agreements
- Purchase and sale agreements governing secondary trades of private placements
- Bond powers and certificates
- Side letters with fund general partners
- Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
- Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
- Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.
Qualifications
Required
- Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
- Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
- Strong working knowledge of:
- NAIC requirements and risk-based capital considerations
- Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
- General corporate law principles, applied in a practical, business-focused manner
- Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
- Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
- Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.
Preferred
- Experience with:
- NAIC ratings processes
- Cross-border tax implications and related filings
- Foreign currency swapped private placements
- Secondary trades
- Regulation U and Sections 13/16 reporting requirements
- Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.
The estimated base pay range for this job is:
$73,700.00 - $136,800.00Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
Our client, a top financial company with offices in NYC, is seeking a temporary Senior Managing Counsel/Finance Contract Attorney for its team on a hybrid basis. (4x per week)
This role will support our client's Fixed Income and Equities (FIEQ) institutional sales and trading businesses. A successful candidate will work closely with senior business managers involved in an array of broker-dealer and bank services including institutional trading of equity and fixed income securities, ETFs, equity and debt capital markets, municipal securities offerings, and outsourced trading.
Experience in the prime brokerage space would be very helpful.
This role is located in Pittsburgh PA, Lake Mary FL or New York NY.
In this role, you’ll make an impact in the following ways:
- Providing advice and assistance to business, Credit, Risk and Compliance partners concerning legal, regulatory and reputational issues arising from FIEQ businesses.
- Advising on new markets, new product and service development, and strategic business initiatives.
- Working closely with business managers and company control functions (Compliance, Credit, Risk, Legal) to ensure understanding of the bank's regulatory and contractual obligations;
- Drafting, reviewing and negotiating legal contracts and other documents;
- Monitoring, interpreting and communicating on proposed regulations and their application to the business;
- Overseeing and managing the retention of outside counsel on business initiatives and other matters; and
- Maintaining an understanding of global regulatory issues impacting the business through engagement with APAC and EMEA colleagues.
To be successful in this role, we’re seeking the following:
- Law degree (J.D.) and licensed to practice law in New York Pennsylvania or Florida
- Minimum 12 years of experience at a law firm and/or large financial institution covering fixed income and equity sales and trading activities
- Experience with industry standard trading agreements
- Knowledge of current regulatory issues impacting institutional sales and trading and capital markets businesses.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of executives, managers, and subject matter experts
An ideal candidate has trading desk support, ETF experience, Muni experience, market trade experience, familiarity with the 33/34 act, and familiarity with FINRA.
Comp - $100/hour+ depending on experience
Remote working/work at home options are available for this role.
Our client, a prominent defense litigation firm is seeking a Employment Litigation Partner to join their San Francisco, CA team.
This is a non-equity partner position and can be equity partner track.
The ideal candidate will have 10+ years of employment defense experience.
Candidates should have 500k+ in portable business
This position can be primarily remote.
Candidates must be admitted to practice in California
Competitive base salary 300k+, bonus and benefits. (Salary will adjust per portable business)
Resumes may be sent to for review.
Remote working/work at home options are available for this role.
Trust & Estate Paralegal (Newark, New Jersey) 2 days remote
A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.
Hybrid 2 days remote
Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge
of Estate Finances.
- Manage estate and trust fiduciary accounts and checkbooks
- Prepare checks for expenses, distributions, and disbursements
- Reconcile bank statements and maintain accurate records
- Coordinate with attorneys to ensure timely payment of invoices
- Assist with internal accounting systems and process improvements
Client & File Management
- Communicate with clients, beneficiaries, and professionals
- Maintain organized and up-to-date client files
Estate & Trust Administration
- Gather and analyze probate and non-probate asset information
- Prepare asset inventories and assist with estate accountings
- Track trust income, expenses, distributions, and beneficiaries
- Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)
Analysis & Projections
- Assist with estate tax projections and administration cost estimates in coordination with attorneys
General Support
- Draft routine correspondence and assist with court filings
- Use Microsoft Word, Excel, Outlook, and iManage
Qualifications
- 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
- Associate’s or Bachelor’s degree, or Paralegal Certificate
Overview
A private investment firm is seeking a Senior Associate to join its Technology investing team. The role will focus on evaluating and executing private equity investments in technology-driven businesses, supporting the full investment lifecycle from sourcing through portfolio management.
Key Responsibilities
- Evaluate investment opportunities in the technology sector through market research, financial analysis, and due diligence
- Build and maintain detailed financial models and investment materials
- Support deal execution including diligence coordination, transaction structuring, and documentation
- Prepare investment committee presentations and internal reports
- Monitor portfolio companies and assist with strategic initiatives, performance tracking, and exit planning
- Work closely with senior investment professionals and management teams
Qualifications
- 3–5 years of experience in private equity, investment banking, growth equity, or a related investment role
- Strong financial modeling, valuation, and analytical skills
- Experience analyzing technology or technology-enabled businesses is preferred
- Excellent communication and presentation skills
- Bachelor’s degree in finance, economics, business, or a related field
Trust Associate /Bankruptcy Specialist
***BANRUPTCY EXPERIENCE REQUIRED***
- Location: Los Angeles, CA
- In-office / On-site position (100%)
- Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits
Summary:
Trust Associate / Bankruptcy Specialist will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.
Responsibilities of Bankruptcy Specialist / Trust Associate:
- Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
- Oversee and execute distributions to estate creditors following approved Chapter 11 plans
- Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
- Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
- Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
- Administrative support in setting up new client information into our management database
- Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
- Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
- Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims
Qualifications for Bankruptcy Specialist / Trust Associate:
- 3+ yeas relevant Bankruptcy experience
- Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
- Previous experience in bankruptcy estate administration
- Familiarity with the US Bankruptcy code
- Bachelor's degree and/or Paralegal certificate preferred
- Excellent research skills and the ability to analyze complex legal documents
- Proficiency in Microsoft Office applications specifically PowerPoint and Excel
- Strong writing and communication skills with attention to detail
- Proficient with financial/data analytics
Now Hiring: Legal Assistant – Trusts & Estates
Are you an experienced Legal Assistant with a background in Trusts & Estates? Do you enjoy providing high‐level support to attorneys and working with sophisticated clientele? If so, this opportunity may be a great fit for you. We're partnering with a respected organization seeking a detail‐driven Legal Assistant to join its Trusts & Estates team. This role supports attorneys who work closely with high‐net‐worth clients, so strong communication skills and a polished, client‐focused approach are essential.
What You'll Do
- Proactively manage attorneys' schedules, anticipating needs in advance
- Draft, edit, and proofread documents with a high level of accuracy
- Maintain calendars, schedule meetings, and coordinate travel logistics
- Process reimbursements, expense reports, and check requests
- Enter, review, and finalize attorney time entries in the timekeeping system
- Manage monthly billing, including reviewing prebills and narrative edits
- Open new matters, run conflict checks, and maintain organized files
- Handle file maintenance, organization, and off‐site storage preparation
- Maintain strict confidentiality of all client and internal information
What We're Looking For
- 3+ years of Trusts & Estates experience preferred, or 3+ years as an Executive Assistant/Secretary in a professional office
- Strong skills in Microsoft Word, Excel, Outlook, and PowerPoint
- Experience with document management and time entry systems (a plus)
- Excellent grammar, spelling, and communication abilities
- Highly organized with strong attention to detail
- Ability to adapt to changing priorities and manage multiple tasks
- Client‐focused mindset
- Billing experience (including electronic billing) preferred
- BA/BS preferred, but not required
Benefits & Additional Details
- Medical & Dental insurance
- Group Life & Long‐Term Disability
- 401(k)
- 17 days PTO
Compensation: $55,000 – $75,000
Please closely read the job requirements.
We're helping our client, a community bank in Sussex County, NJ, fill a Trust Administrator position. The role will manage accounts with trust product customers from account opening to closure; communicating with beneficiaries and other stakeholders; facilitating payments for expenses, liabilities, and disbursement of funds; overseeing preparation and payment of taxes; and in general being a polished representative of the bank.
Candidates must have:
- At least 3 years of experience, ideally 5+, in either a bank's trust department or at a law firm specializing in trust and estate. Paralegals are encouraged to apply.
- The ability to work in Andover, NJ 3 days per week.
If you're interested and meet the above qualifications, email Sean at , attaching your resume. Thanks!
Job Description: Legal Assistant – Trusts & Estates
This role provides administrative and legal support to attorneys within the trusts and estates practice. The successful candidate will bring a minimum of five (5) years of recent experience in a comparable legal assistant or administrative support role within a law firm. The legal assistant must demonstrate strong organizational and case-management skills, the ability to support multiple attorneys simultaneously, and the capacity to manage varied and competing priorities.
Key Responsibilities
- Managing trust and estate administration matters, including preparation and filing of Massachusetts probate court forms.
- Communicating directly with clients, fiduciaries, financial advisors, and other third parties, including requests for date-of-death valuations, appraisals, and correspondence with probate courts.
- Supporting attorneys with estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and estate planning funding instructions.
- Drafting, revising, and proofreading estate planning documents such as durable powers of attorney, health care proxies, living wills, HIPAA authorizations, and basic funding documents.
- Retrieving deeds from online registries and preparing deeds, trustee certificates, and homestead declarations in connection with estate planning.
- Maintaining calendars and tracking key deadlines, including probate filings, court deadlines, and estate plan execution dates.
- Organizing and maintaining client files and records in document management systems.
- Assisting with general administrative tasks related to the trusts and estates practice, including scheduling, correspondence, and document preparation.
Qualifications
- At least five (5) years of experience as a legal assistant or similar role in a law firm, with a focus on estate planning and/or probate and trust administration.
- Strong written and verbal communication skills, excellent proofreading abilities, and close attention to detail.
- Proficiency with Microsoft Office applications (Word, Outlook, Excel), document management systems such as NetDocuments, and working with PDF documents.
- Outstanding organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced and evolving environment.
- Professional and courteous demeanor when interacting with clients, families, and professional advisors.
- Ability to maintain confidentiality and appropriately handle sensitive and personal information.
- Willingness to learn new skills and adapt to changing processes and workflows.
Benefits
- Competitive benefits package, including comprehensive health insurance coverage and a 401(k) retirement plan.
Estates Administrator/ Trust & Estates Paralegal
Estate Administrator for a well-regarded law firm in Long Island, NY
1. Preparation of administration & probate petitions in Surrogate's Courts, and in local New York Counties.
2. Preparing gift tax returns and deed transfer documents.
3. Transferring of stock certificates (for deceased).
4. Fully knowledgeable in preparation of federal estate tax returns as well as all facets of general estate and trust administration.
5. On-line research will be required.
6. Informal accounting for the estates.
7. Experienced in preparation and filing 706 forms.
OTHER REQUIREMENTS:
• 4-year college degree and at least 5 years intensive trusts and estates experience.
• Outstanding interpersonal, communications, planning and organizational skills.
If you are interested and qualified, please email your resume as a word document attachment to Karen Frankel at
Company Overview:
Our New York / San Francisco-based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 130 investments totaling in excess of $14.5 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.
Key Responsibilities:
- Screening potential real estate investment opportunities across the capital stack
- Assisting acquisitions team in the evaluation of investment opportunities consistent with the fund’s investment criteria
- Underwriting / preparing detailed financial models on potential asset, portfolio, and corporate level transactions
- Drafting Screening and Investment Committee Memorandums detailing deal merits, financial metrics, risks and mitigants and market data
- Performing asset management / portfolio monitoring tasks, including putting together internal updates (memorandums, model updates, etc.), executing business plans, including working directly with Sponsors, and other third parties
- Conducting in-depth market research, preparing sale / lease comparables analyses
- Interfacing with brokers, legal counsel, market participants and third-party vendors
- Manage financial models utilizing both ARGUS and Excel to project cash flows, investment returns, asset valuations and analyze risk
- Review and evaluate investment offerings from investment sale brokers, developers, and owners
- Coordinate research in the assembly of market information, data gathering and relevant forecasts
Requirements:
- Bachelor’s degree with major in Finance, Economics, or Business Administration
- Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling and Argus
- 2+ years of experience in finance roles in investment banking, and/or real estate private equity
- Must have excellent analytical, organizational, and writing skills
- Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive
- Ability to work in a team environment
- Strong attention to detail
- Fluency in Microsoft suite, specifically Excel and PowerPoint
Job Description
Director of Acquisitions - Multifamily Investments
REEP Equity — San Antonio, Texas
Full-Time | Salary | In-Office
REEP Equity is seeking a Director of Acquisitions to lead the sourcing, underwriting, financing, and execution of multifamily acquisitions across Texas. In addition, this role will be responsible for negotiating and completing property dispositions.
REEP is a vertically integrated, privately owned real estate investment firm focused on acquiring and operating multifamily communities throughout Texas. Our investment platform spans multiple asset types, from workforce garden-style communities to mid-rise and build-to-rent properties. REEP currently manages over $750 million in assets and 5,200+ units and has been recognized as a Top 5 Best Places to Work in San Antonio and one of the San Antonio Business Journal's Fastest Growing Companies for 7 consecutive years.
This is a senior leadership role responsible for driving deal flow, structuring acquisitions, sourcing debt capital, and executing transactions. The Director of Acquisitions will work closely with REEP's executive leadership, asset management, and property management teams to identify, evaluate, and close multifamily acquisitions and investments .
The ideal candidate is both a relationship-driven deal originator with a disciplined investor mindset who can source opportunities, structure financing, and lead transactions from initial evaluation through closing.
Key Responsibilities
Deal Sourcing & Market Coverage
Source multifamily acquisition opportunities across Texas through broker relationships, direct owner/lender outreach, and industry networks.
Build and maintain strong relationships with brokers, owners, lenders, and industry partners to generate consistent deal flow.
Travel periodically to evaluate target markets and inspect potential investment opportunities.
Underwriting & Investment Analysis
Lead financial underwriting and valuation analysis, including cash flow modeling, sensitivity analysis, and return metrics.
Oversee underwriting assumptions and ensure alignment with REEP's investment strategy.
Analyze market and submarket data to validate acquisition opportunities.
Debt Sourcing & Capital Structuring
Source and evaluate debt financing for acquisitions and refinancings.
Develop relationships with lenders and debt capital providers.
Structure and negotiate loan terms in coordination with capital markets partners and internal leadership.
Integrate financing assumptions into investment underwriting and execution strategy.
Transaction Execution
Negotiate Letters of Intent, Purchase and Sale Agreements, and other key transaction documents.
Lead the due diligence process with legal, financial, and operational teams.
Coordinate closely with asset management, construction, and property management teams to ensure credible business plans and smooth transitions post-acquisition.
Lead the evaluation of disposition or refinance opportunities for the existing portfolio, with the ability to project timing for execution and coordinate with property management teams to ensure assets are positioned for an optimal outcome.
Investment Committee & Internal Collaboration
Prepare and present investment memoranda and recommendations to the Investment Committee.
Coordinate with Asset Management and Residential Operations teams to determine the viability of location and business plan metrics.
Communicate transaction strategy, risks, and opportunities clearly to internal leadership and capital partners.
Determine capital stack and provide projections to the Investor Relations team regarding capital raising requirements.
Leadership & Team Development
Mentor and guide analysts or associates supporting underwriting and transaction execution.
Maintain underwriting standards and ensure the accuracy and quality of investment analysis.
Qualifications
* 7+ years of experience in multifamily acquisitions, real estate private equity, or principal investing.
* Proven experience sourcing, underwriting, and closing multifamily investments.
* Experience sourcing or structuring debt financing for real estate transactions.
* Advanced financial modeling and underwriting skills (Excel required).
* Strong understanding of multifamily operations, capital markets, and investment structures.
* Ability to manage multiple transactions simultaneously in a fast-paced environment.
* Advanced understanding of real estate investment analysis and transaction execution.
Application Requirement:
Only applicants with commercial real estate experience will be considered and contacted for interviews.
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
- Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
- Produce reports, which include key metrics, financial results, and variance analysis.
- Assist in identifying opportunities for performance improvement across the organization.
- Assist in analyzing M&A opportunities and evaluate new lines of business.
- Develop models that help with decision-making.
- Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
- Recent graduate with an interest in financial operations and management
- Highly proficient Excel modeling capabilities
- Partial VBA experience
- Excellent academic credentials
- Successful candidates must possess US employment authorization to work.
- Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
Additional practice information includes: You will be joining a collegial group of Board Certified Dermatologists and office staff Flexible, Monday-Friday hours (4-day work week) Not owned by a private equity company Excellent support from skilled medical & office staff Favorable compensation plan Comprehensive benefits package Pittsburgh, Pennsylvania is a vibrant and exciting city, offering diverse culture, world-class arts and music, prestigious colleges and universities, proximity to state and local recreational parks, and a nationally-recognized culinary scene.
It is home to major sports teams as well as key players within an ever-growing tech industry.
Pittsburgh was named Zagat's Top Food Town for 2015 and is recognized as one of the most livable cities in the United States by Forbes and The Economist.
Pittsburgh's beautiful landscape, rivers, bridges, and affordable cost of living make it an attractive option for both individuals and families.
TM-5
Additional practice information includes: You will be joining a collegial group of Board Certified Dermatologists and office staff Flexible, Monday-Friday hours (4-day work week) Not owned by a private equity company Excellent support from skilled medical & office staff Favorable compensation plan Comprehensive benefits package Pittsburgh, Pennsylvania is a vibrant and exciting city, offering diverse culture, world-class arts and music, prestigious colleges and universities, proximity to state and local recreational parks, and a nationally-recognized culinary scene.
It is home to major sports teams as well as key players within an ever-growing tech industry.
Pittsburgh was named Zagats Top Food Town for 2015 and is recognized as one of the most livable cities in the United States by Forbes and The Economist.
Pittsburghs beautiful landscape, rivers, bridges, and affordable cost of living make it an attractive option for both individuals and families.
TM-5
