Octagon Credit Investors Senior Senior Jobs in Usa

VENTEON and HARVARD RESOURCE SOLUTIONS are hiring a Senior Executive Assistant to provide direct support for the CEO of a large start- up company. This is a critical individual contributor role interfacing with the high-level executives at the company. Position requires exceptional judgement, professionalism, and the ability to operate with discretion in a highly dynamic, fast paced environment. The ideal candidate blends worldclass executive administrative support with strong project management capability, working seamlessly with

C-Suite leaders, investors, board members, and cross functional teams. Role is responsible for ensuring CEO’s time, priorities, workflows, and communications are optimized for maximum impact while also leading select projects that advance organizational effectiveness.

POSITION TYPE: Fulltime, onsite position with regular overtime, weeknight, and weekend work expected on a regular basis.

PAY: Commensurate with years of experience, executive capability, and technical software competence. Salary range: $100,000 -$120,000 plus annual bonus, stock options, PTO, and Benefits package.

REQUIREMENTS of the Senior Executive Assistant to the CEO:

• 10+ years in executive support roles, with at least 5 years’ experience directly supporting a CEO required. Background in high‑growth, fast‑paced, technology or manufacturing environments or start-up company. Strong critical thinking, decision‑making, and problem‑solving skills in a dynamic environment with the ability to anticipate needs, propose solutions proactively, and resolve issues independently.
• Exceptional organizational, prioritization, and time‑management skills; proven ability to manage multiple concurrent workstreams with precision.
• Demonstrated ability to work autonomously while building collaborative relationships across teams.
• Excellent written and verbal communication skills, with the ability to produce executive‑ready content and tailor messaging to diverse audiences.
• High degree of discretion, integrity, and professionalism in handling confidential information.
• Comfort operating in ambiguity and adapting quickly as priorities shift in a startup environment.

Technical Skills

• Strong proficiency with AI, productivity, and collaboration tools (e.g., Smartsheet work management and automation platform, ChatGPT, Canva, AI, Amazon Narratives, Power BI, and SharePoint) is required.
• Experience in leveraging AI tools to bring efficiency by automating administrative tasks, streamlining communication, summarizing information, and providing actionable insights.
• Ability and curiosity to learn and navigate modern technologies, systems, and internal tools quickly.
• Experience supporting virtual meeting management tools and executive communication platforms.

Personal Attributes

• Highly agile, resourceful, and solutions‑oriented.
• Calm under pressure with strong emotional intelligence and executive presence.
• Customer‑service mindset with a bias for action and continuous improvement.
• Keen attention to detail paired with the ability to see the bigger picture.

DUTIES of the Senior Executive Assist to the CEO

Provide 24/7 Executive Support

• Manage complex, dynamic calendars across multiple time zones, including strategic time blocking, meeting prioritization, and proactive conflict resolution.
• Coordinate and execute executive meetings, offsites, board engagements, and internal/external events, including all associated travel, logistics, agendas, materials, and briefing documents.
• Prepare, edit, and distribute meeting agendas, notes, summaries, and executive-level communications.
• Track deadlines and deliverables for CEO-related projects.
• Draft and refine presentations, reports, and documents for multiple audiences, including board members, investors, and senior leadership.
• Serve as a trusted liaison between the CEO and internal/external stakeholders, ensuring timely follow‑up, strong alignment, and consistent communication flow.
• Screen and prioritize incoming communications, requests, and issues, escalating or resolving independently when appropriate.
• Maintain strict confidentiality with sensitive business information, personnel matters, and strategic initiatives.
• Unlock additional time for the CEO to focus on high-impact strategic responsibilities by proactively managing administrative tasks and anticipating needs.
• Expected to be consistently available and responsive, providing whatever support is required—whether administrative, logistical, or strategic—to ensure the CEO can operate effectively and focus on high-priority responsibilities.

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid

Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

*For Both Mortgage Processor and Senior Mortgage Processor:

1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
12. Support the closing process and ensure confidentiality of all borrowers and loan information.
13. Uphold the Workers Credit Union “Workers Way” culture through daily interactions and behaviors.
14. Perform other duties as assigned to support departmental and organizational goals.

*Additional Responsibilities for Senior Mortgage Processor:

1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership

Other Duties:

• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Participates in department and/or organizational projects as directed.
• Performs other tasks or functions as required, requested, necessary or prudent.
• Maintains confidentiality of all member and credit union information and data.
• Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.

Education

• High School Diploma or Equivalent Required.

Experience:

• 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
• Additional Qualifications for Senior Mortgage Processor:
• 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.

Knowledge/Skills/Abilities/Competencies:

• A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.

Work Environment:

• Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This is a largely sedentary role.
• While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
• This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.

About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits:

• Comprehensive medical, dental and vision plans
• Basic life and AD&D insurance, short-term disability and long-term disability
• 15+ days of paid time off (PTO) per year
• Up to 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes a Safe Harbor Match of up to 4%.
• Tuition Reimbursement Program
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

Senior Associate Attorney (Corporate / Real Estate / Bankruptcy) Dallas, TX – Hybrid Schedule

About the Opportunity

A growing midsize Dallas law firm is seeking a Senior Associate Attorney with experience in Corporate, Real Estate, Bankruptcy, or related transactional practice areas. This role offers significant autonomy, the ability to grow or build your own practice, and a clear, defined path to Partnership. Ideal for an attorney seeking stability, flexibility, and a strong platform for long‐term success.

Role Highlights

• $160,000–$180,000 base salary (flexible depending on experience) + bonuses
• Hybrid schedule: 1–2 remote days per week
• Partnership track with transparent criteria
• Strong work–life balance culture
• Open to candidates with or without Creditor's Rights / Workout experience
• Ideal for attorneys with a portable book of ~$200K, but not required

Key Qualifications

• 8–15+ years of experience in Corporate, Real Estate, Bankruptcy, or a related transactional discipline
• Licensed and in good standing with the Texas Bar
• Strong academic background and a stable work history
• Entrepreneurial mindset and interest in hands‐on client development

Compensation & Benefits

• Competitive base salary: $160K–$180K
• Bonus opportunities
• Health, dental, and vision insurance
• Life insurance
• 401(k) with employer match
• Hybrid work flexibility
• Supportive environment for business development and long‐term practice growth

Ready to Apply?

Our client is actively scheduling interviews. If you're seeking a senior‐level role with real autonomy, work‐life balance, and a direct path to Partnership, apply today for confidential consideration.

Our Story:

From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive.

Our Bio:

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform’s sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.

In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.

Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).

With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.

Our Current Portfolio:

ColRich’s portfolio includes $1.05 billion of equity actively invested through December 2025 in 89 deals across 9 states. These include master-planned community developments and 20,000+ multifamily units.

Our Approach:

A vertically integrated, hands-on approach is at the core of our company’s capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.

Our DNA:

• Caring
• Wired for Connection
• Ever Evolving
• Hardworking
• Original Thinkers
• Competitive
• Humble
• Seasoned Through Adversity

Our Mantra:

Build lasting communities

Position: Capital Markets Senior Associate – San Diego, CA

About the Role: The Senior Associate, Capital Markets plays a central role in supporting portfolio economics, investor relations & reporting, and capital execution across the firm’s multifamily investment platform.

This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis. The role includes direct participation in investor meetings and production of investor reporting materials, requiring strong financial judgment, advanced Microsoft Excel proficiency, and the ability to build, modify, and audit complex real estate financial models and joint venture waterfall structures.

The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership.

The position reports to the Head of Capital Markets & Investor Relations.

Specific responsibilities include:

Investor Relations

• Quarterly Investor Reporting
• Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
• Analyze financial performance, trends and market conditions to provide meaningful updates to investors
• Annual Portfolio-Level Investor Reporting
• Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
• Investor Meeting and Communication
• Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
• Respond promptly and effectively to invest inquiries
• Fundraising Support
• Assist in development and execution of fundraising efforts for new projects
• Collaborate with senior leadership to identify and engage potential investors
• Investor Administration
• Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.

Distribution & Financial Analysis

• Business Plan Oversight
• Review business plans form an equity standpoint, focusing on cash management and distribution projections
• Collaborate with internal teams to update and revise plans as needed
• Quarterly Distributions
• Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
• Prepare detailed distribution statements, including allocations and financial breakdowns
• Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
• As Hoc Analysis
• Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.

Requirements:

• Minimum of 7 years of experience in real estate finance
• Bachelor’s degree in Finance, Economics, Business Administration or related field
• Highly proficient in Excel and advanced financial modeling
• Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
• Exceptional communication and interpersonal skills to manage and strengthen investor relationships
• Highly organized, detail-oriented and capable of managing multiple priorities

Benefits:

• Base salary and discretionary annual bonus competitive with industry standards
• $120,000 - $140,000 depending on experience
• Health and dental insurance paid fully at the employee level by employer
• Eligible upon hire for 401(k) plan
• Paid holidays and vacation time

Position: Senior Real Estate Analyst

Department: Capital Markets

Supervisor: Co-CEO & Chief Operating Officer

JOB SUMMARY:

Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm’s portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.

Essential Functions:

• Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel
• Continually update fund models– fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
• Oversee and review work completed by other capital markets analysts to ensure accuracy
• Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements
• Oversee and perform reporting functions:
• Management of the data repository
• Responding to investor and prospective investor data requests
• Creation of the annual investor presentations as well as the quarterly newsletters
• Support the asset management team in preparing budgets and annual property business plans
• Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments
• Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments
• Assist in the preparation of quarterly investment reports to senior management
• Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting
• Perform other duties as assigned

Qualifications/Requirement:

• Exceptional analytical and quantitative skills
• Superior oral and written communication skills; excellent interpersonal skills
• Ability to calculate complex IRRs and equity multiples
• Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc.
• Ability to handle multiple, concurrent complex assignments with moderate supervision
• Demonstrated progressive history of achievement
• High-energy, detail-focused individual with unquestionable integrity
• Thorough understanding of investment fund economics
• Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
• Ability to work independently and collaboratively and thrive in a result-oriented environment

Experience/Education:

• Bachelor’s Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
• Mastery of Argus and Microsoft Office Suite
• 2+ years of exceptional performance with a private equity real estate investment firm
• 4+ years of financial modeling experience
• VBA writing experience preferred
• Master’s or MBA degree preferred

POSITION SPECIFICATION

MANAGING DIRECTOR, INVESTOR RELATIONS

Shine Associates, LLC has been retained to search, identify and recruit a Managing Director, Investor Relations on behalf of our client (‘Company). This person will report to the Chief Operating Officer. The position will be based in the firm’s Washington, DC headquarters.

CONFIDENTIALITY

Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.

FIRM OVERVIEW

Our client is an SEC registered investment advisor headquartered in Washington, DC. The firm currently manages 58 assets with $8B in gross AUM across multiple investment funds and on behalf of institutional investors. Since the Company’s founding in 2000, through a specialized build-to-core strategy, it has developed and redeveloped some of the country’s most recognized projects in major U.S. cities. The firm seeks to transform communities, making them more connected, vibrant, and prosperous by employing skilled labor to create modern, technologically advanced assets.

The Company has successfully launched and is pursuing new investment vehicles in highly sought-after niche strategies including, but not limited to, data centers, medical office, and workforce modular housing.

MANAGING DIRECTOR, INVESTOR RELATIONS

The Managing Director, Investor Relations is responsible for leading all investor relations activities, including client (investor) management, client services, capital raising from existing investors, responding to investor requests, and overseeing departmental administration. This role provides strategic leadership across investor communications, reporting, and fundraising initiatives, ensuring the Investor Relations team successfully executes the firm’s goals while adhering to compliance requirements and supporting the broader business strategy.

KEY RESPONSIBILITIES

• Lead and manage the Investor Relations team (Investor Relations, Client Services, Capital Raising, Reporting, and Coordination), setting goals, providing mentorship, and ensuring successful execution of company objectives.
• Oversee departmental budget, vendor relationships, and administrative planning, ensuring alignment with firm-wide priorities.
• Provide strategic leadership for all client matters, including communication, servicing, and relationship management.
• In conjunction with the Investor Relations Directors, maintain and strengthen relationships with investors, consultants, advisors, and industry partners, ensuring all requests (including RFPs) are handled with professionalism and accuracy.
• Oversee the Investor Relations team to ensure the firm is represented at investor meetings, conferences, and industry events to advance relationships and fundraising goals.
• Oversee all fundraising activity, including restricted contacts for placement agents (e.g., public funds) in coordination with the Sr. Director, Investor Relations.
• Oversee the strategy, messaging, and execution of all non-NDCF fundraising initiatives in coordination with the Sr. Director, Investor Relations.
• Support the Portfolio & Asset Management team’s oversight of third-party placement agents.
• Oversee quarterly and ad hoc investor reporting, ensuring accuracy, timeliness, and compliance.
• Collaborate with Compliance on all investor-facing and marketing materials.
• Support the creation of new investment vehicles with strategic and industry insights.
• Partner with Investments, Portfolio & Asset Management, and senior management to deliver effective, compliance-approved presentations.
• Keep abreast of market conditions and industry news to determine impact and proactively assist with strategy in handling Company client accounts and/or specific investments.
• Research competitive investment firms by identifying and evaluating product characteristics, market share, pricing, and advertising. Continue professional development as appropriate.

PROFESSIONAL QUALIFICATIONS

• Successful completion of an undergraduate degree with coursework in real estate, finance, marketing, business or another related field is required; graduate-level coursework is preferred.
• Minimum of 10+ years in commercial real estate, financialservices, or asset management, or investment investor relations experience is required.
• Demonstrated experience in giving successful oral presentations with a strong ability to adapt to the specific audience. Must be able to understand and be able to effectively apply discretion and good judgement, and articulate real estate finance and investment concepts.
• Must act ethically in all cases, be highly detailed and remain committed to meeting deadlines.
• Must possess solidanalytical and criticalthinking skills, as well as effective verbal and written communication skills.
• Must be self-motivated and able to work independently in a fast-paced, complex professional business environment with the ability to prioritize and handle multiple projects.
• Must be able to translate strategy into action, communicate at all levels of the organization and work effectively in ambiguous situations.
• Ability to spend extended hours traveling nationwide to different project sites and office locations, attending meetings, delivering presentations, attending special events, establishing and growing business relationships.
• Must adhere to the terms and provisions as detailed in the Company’s Employee Handbook and compliance with the Company’s Regulatory Compliance Manual, Code of Ethics and underlying compliance policies and procedures.
• Must demonstrate commitment to the Company’s pragmatic stewardship approach in daily business activities, including meeting our overarching fiduciary responsibilities and whenever feasible, incorporating energy and resource conservation practices to produce more profitable results for our clients.

COMPENSATION & BENEFITS

The annual compensation for this role is expected to be approximately $400,000-500,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus, LTIP and a variety of financial, wellbeing, and health / welfare benefits.

CONTACT INFORMATION

Shine Associates, LLC

45 School Street, Suite 301

Boston, MA 02108

Shine, Director

(5

Hillary Shine, Principal

(2

Chandlee Gustafson, Associate

(978) 201-3100

Position: Asset Manager– Commercial Real Estate Credit

Location: New York, NY (In-Office) | Full-Time

Company Description

Northwind Group is a Manhattan-based real estate private equity firm and debt fund manager that focuses on investments through its discretionary closed-ended funds and balance sheet direct investments. For over 18 years, Northwind Group has been involved in the acquisition, development, financing, and management of residential, commercial, and senior-living properties valued at over $9.0 billion across more than 400 properties. Leveraging its strong track record and market experience, Northwind Group focuses on generating attractive risk-adjusted returns while maintaining rigorous investment criteria and adhering to its core values of honesty, transparency, and integrity.

Northwind currently manages $3.0+ billion across five closed-ended debt funds, co-investment vehicles, SMAs, and SPEs. Northwind’s closed-ended commercial real estate debt funds (“Northwind Debt Fund”) focus on bridge lending through direct origination of commercial real estate first mortgage and mezzanine loans across various asset types, geographies, and capital structures.

Job Description

Northwind Group is seeking an experienced Asset Manager to join our commercial real estate credit platform. This individual will be responsible for actively managing our loan portfolio from origination through payoff, working in close collaboration with our investment, accounting, and finance teams to maximize portfolio performance.

Responsibilities

Loan Portfolio Management

• Monitor and manage a portfolio of commercial real estate loans including bridge, ground-up construction, conversions, and select mezzanine debt positions across all asset classes, with a particular emphasis on residential product types
• Conduct regular borrower and property-level reviews, including financial statement analysis, rent roll reviews, operating statement analysis, loan reserve analysis, and covenant compliance tracking
• Maintain loan-level waterfalls, cash flow models, and portfolio tracking systems with a high degree of accuracy and attention to detail
• Maintain accurate and up-to-date loan files and asset management records in the portfolio management system

Risk Management & Reporting

• Prepare and present periodic asset management reports, including watch list updates, risk ratings, and portfolio-level summaries for senior leadership and investment committee
• Assist in the preparation of quarterly and annual investor reporting
• Coordinate with accounting and finance teams on loan accruals, PIK interest, fee income, and reserve adequacy
• Support audits, regulatory reporting, and lender compliance requirements as needed

Borrower & Client Relations

• Serve as a primary point of contact for borrowers throughout the life of the loan, maintaining professional, responsive, and solutions-oriented relationships
• Facilitate timely resolution of borrower requests, questions, and issues by coordinating internally across investment, legal, finance, and accounting teams
• Collaborate with finance and accounting on fund-level reporting, NAV calculations, and cash flow forecasting
• Liaise with borrowers, sponsors, third-party servicers, title companies, and legal counsel

Construction Draw Management

• Oversee and process construction draw requests from inception through completion, including review of draw packages, inspector reports, lien waivers, budget-to-actual analyses, and title continuations
• Coordinate with third-party construction inspectors, title companies, and borrowers to ensure requisitions are processed accurately and in a timely manner
• Track construction timelines, budget variances, and completion milestones; escalate material deviations to senior management
• Ensure all disbursements are in compliance with loan agreement terms and construction loan documents

Legal Documentation & Compliance

• Demonstrate a thorough understanding of loan documents including loan agreements, mortgages/deeds of trust, guaranties, intercreditor agreements, and participation agreements
• Monitor and track borrower obligations, financial covenants, reporting requirements, and requests throughout the life of each loan
• Review and process loan modification requests, extensions, and amendments in coordination with legal counsel
• Maintain meticulous loan files ensuring all executed documents, correspondence, and compliance items are organized and up to date

Required Qualifications

• 5-8 years of experience in commercial real estate credit, debt asset management, or loan servicing
• Bachelor’s degree in real estate, Finance, Accounting, or a related field. Background at a debt fund, credit REIT, or private credit platform is preferred
• Deep understanding of CRE debt structures, credit agreements, and loan documentation including loan agreements, mortgages, guaranties, and intercreditor agreements
• Exceptional attention to detail with a meticulous approach to loan file management, draw processing, and documentation review
• Proficiency in financial modeling, cash flow analysis, and property-level underwriting
• Experience working cross-functionally with investment, accounting, and finance teams
• Familiarity with fund-level reporting and investor relations
• Excellent written and verbal communication skills, with the ability to present clearly to senior management
• High proficiency in Excel, PowerPoint, Argus, financial modeling tools, and AI tools

It is expected that the base annual salary range for this position will be $130,000 - $230,000. Actual compensation will depend on the candidate’s experience, qualifications, and geographic location. Employees may also be eligible for a discretionary bonus determined by company and individual performance.

Northwind Group is an Equal Opportunity Employer. Northwind Group does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy status and gender identity), national origin, political affiliation, sexual orientation, marital status, disability status, genetic information, age, membership in an employee organization, retaliation, parental status, military service, protected veteran status, or other non-merit factor.

Senior Director, Investor Relations

Location: Chicago, IL (Hybrid)

Work Schedule: 3 days per week in office; limited travel for investor meetings and conferences

About the Role

We are seeking a strategic and highly polished Senior Director of Investor Relations to help lead the company’s IR function and serve as a key liaison to the investment community. This high‑visibility role partners closely with the CFO, CEO, and executive leadership team to shape messaging, drive capital markets strategy, and ensure transparent, compelling communication with analysts, investors, and external stakeholders. The ideal candidate brings strong financial acumen, exceptional communication skills, and experience operating within a public‑company environment.

Key Responsibilities

• Develop and execute a comprehensive, forward‑looking investor relations strategy aligned with corporate goals
• Serve as a primary spokesperson for investors, analysts, and rating agencies, representing the company across earnings calls, conferences, and roadshows
• Prepare high‑quality earnings materials, press releases, investor presentations, and messaging that clearly articulate financial performance and strategic direction
• Lead the quarterly earnings process in partnership with Finance, External Reporting, Communications, and the C‑suite
• Analyze stockholder composition and market trends to develop targeted outreach strategies
• Ensure compliance with SEC regulations, disclosure standards, and best practices in investor communications
• Build and maintain strong relationships with buy‑side and sell‑side analysts
• Conduct competitor benchmarking, valuation analysis, and financial modeling to support IR messaging
• Organize and execute investor events, including analyst days, non‑deal roadshows, and conference participation
• Partner with internal teams on long‑range planning, ESG communications, and strategic initiatives
• Opportunity to build and develop an IR team as the function expands

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred
• 10+ years of relevant experience in Investor Relations
• Strong understanding of financial statements, valuation methodologies, and capital markets
• Exceptional communication and executive‑level presentation skills
• Experience supporting or leading IR functions within a public‑company environment
• Proven ability to manage projects, influence senior leadership, and meet tight deadlines
• High level of professionalism, strategic thinking, and business maturity

Benefits

• Competitive base salary + performance bonus
• Comprehensive medical, dental, and vision insurance
• 401(k) with company match
• Equity or long‑term incentive package
• Generous PTO and paid company holidays
• Hybrid flexibility in a modern corporate environment
• Professional development and future growth opportunities

Equal Opportunity Employer Statement

We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate based on race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. All employment decisions are based on qualifications, merit, and business needs.

SCI, the Leader in Real Estate Executive Search®, is proud to partner with one of the largest multifamily developers in the Las Vegas region to recruit a Senior Associate specializing in Affordable Housing. Our client has been developing apartments for the last 30 years and features over ten thousand units of market rate and affordable housing.

This role is a critical part of the development team, responsible for underwriting new LIHTC developments, supporting transaction closings, and monitoring projects throughout construction and lease-up. Reporting to the Director, the Senior Associate will gain exposure to the full lifecycle of affordable housing development—from land acquisition through stabilization.

Key Responsibilities

Financial Analysis & Underwriting

• Build and maintain robust pro forma financial models for LIHTC developments, incorporating debt, equity, layered financing, and tax credit structures.
• Underwrite acquisition and development opportunities, evaluating feasibility, operating assumptions, and financial sustainability.
• Perform sensitivity analyses and scenario modeling to assess risk, credit pricing, and investor returns.
• Prepare financial packages and analytics to support negotiations with lenders, equity providers, and other capital partners.

Advanced LIHTC Responsibilities

• Model Year 15 outcomes including exit strategies, partnership buyouts, and asset disposition alternatives.
• Calculate credit delivery schedules, timing adjusters, and equity contributions tied to construction benchmarks and placed-in-service deadlines.
• Assist in analyzing and documenting 25% test compliance for bond-financed transactions.
• Support preparation and submission of IRS Form 8609s, ensuring accuracy in eligible basis and final cost certifications.
• Track construction loan paydowns and monitor equity installment schedules aligned with project milestones.
• Assist in permanent loan conversion processes, coordinating with lenders, attorneys, and internal teams.

Transaction Structuring & Due Diligence

• Prepare and review due diligence materials including forecasts, budgets, and financial analyses for investors and lenders.
• Review and provide comments on legal documents associated with transactions.
• Compare current deals to historical projects to inform underwriting and deal structuring.
• Collaborate with legal, accounting, and compliance teams to ensure accurate documentation and program compliance.

Development Support

• Partner with senior leaders across acquisition, financing, construction, lease-up, and stabilization phases.
• Track project performance against budgets, schedules, and funding requirements.
• Prepare presentations and reports for investment committees, lenders, and housing finance agencies.

Market & Policy Analysis

• Conduct market research to support site selection, rent assumptions, and competitive positioning.
• Stay current on LIHTC regulations, IRS compliance, state housing finance agency programs, and HUD policy changes.
• Monitor trends affecting tax credit pricing, interest rates, and affordable housing demand.

Key Requirements

• Experience in affordable housing development, financial analysis, or LIHTC-focused real estate finance.
• Bachelor’s degree in finance, business, real estate, urban planning, or a related field preferred (not required).
• Strong Excel skills with the ability to build and interpret complex financial models independently.
• Excellent analytical, organizational, communication, and time-management skills.
• Self-starter with the ability to manage multiple projects and deadlines in a fast-paced environment.

Purpose:

The Associate, Investor Relations and Strategy will work with the Investor Relations team to provide effective and timely support to the Company’s management team, internal team members and investors. This position reports to the Vice President of Investor Relations

Principal Job Duties:

• Coordinate and develop materials for industry and analyst conferences as well as in-house meetings, including the production of Company presentations utilizing PowerPoint and Excel
• Draft and publish press releases (Business Wire) and internal communications
• Complete ad-hoc data and research projects related to company strategy for senior management
• Assist with the design and content creation for the Annual Report.
• Aggregate, summarize and distribute analyst research, estimates and peer performance metrics to senior management
• Create investor profile reports and track detailed analyst and investor meeting information in the IR database
• Monitor, summarize and distribute media articles featuring the company and sector to senior management
• Assist with data tracking, analysis and reporting related to Corporate Responsibility initiatives
• Coordinate Corporate Responsibility projects across functional areas (investor relations, operations, accounting, legal and people operations)
• Assist with the creation and publication of the Company’s annual Corporate Responsibility report
• Assist with IR website content development
• Other responsibilities as assigned

Experience and Qualifications:

• Bachelor’s degree, or equivalent work experience, in business, finance, communications or other general business field
• 3-7 years of experience in investor relations, investment banking or equity research
• Strong written and verbal communication skills
• Strong attention to detail
• Proficient in Microsoft Office Suite (strong PowerPoint and Excel skills are highly valued)
• Experience using S&P GMI platform, FactSet, CapIQ, PowerBI
• Experience with the Business Wire platform
• Corporate Responsibility experience (nice to have, but not required):
• Measurabl, EnergyStar and Conservice platforms
• Familiarity with GRESB, CDP, and local state and municipality energy benchmark reporting
• Knowledge of Corporate Responsibility / ESG initiatives in the REIT space

Benefits

• Medical/vision/dental for employee only plans with up to $1,200 funding towards HSA
• 401(K) with employer match
• Employee Assistance Program
• A positive work culture of high integrity team members
• Opportunities for career development and training
• A healthy work life balance including quarterly wellness days

Compensation: $80,000 - $95,000

NSA OP, LP is an equal opportunity employer. Employment and promotional decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information or status as a covered veteran or any other basis of discrimination prohibited by applicable local, state, or federal law. No question in our application process is used for the process of limiting or excluding any applicant's consideration for employment on such grounds.

The above statements are intended to describe the general nature and level of work for the position. They are not to be construed as an exhaustive list of all the responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All job descriptions are subject to change. Job functions and/or responsibilities can be amended at any time at the management’s discretion.

Visa sponsorship is not currently available. Only permanent residents and US citizens will be considered.

Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.

Key responsibilities include, but are not limited to:

• Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
• Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
• Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
• Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
• Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
• Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
• Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.

The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role. 

Additional specific qualifications include:

• 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
• Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
• Strong judgment and professionalism in working with senior executives and representing the firm externally.
• Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.

We offer a competitive compensation & benefits package:

• Competitive base salary and annual performance bonus.
• Flexible work environment.
• Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
• Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
• $200/month technology expense reimbursement.

While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.

Position Overview:

The IR Reporting Analyst will support Prescott Group’s investor relations and reporting functions, focusing on compiling, analyzing, and presenting financial and operational data for investors. This individual will play a key role in ensuring the accuracy, clarity, and timeliness of investor communications, reports, and performance metrics, serving as a bridge between accounting, asset management, and leadership teams.

Responsibilities:

• Prepare and distribute quarterly and annual investor reports, including financial statements, performance metrics, and portfolio updates.
• Collaborate with accounting, asset management, and acquisitions teams to ensure data integrity and consistency across reports.
• Maintain and update investor data within internal databases and CRM systems.
• Assist in the preparation of presentations and investor communications for meetings, webinars, and marketing initiatives.
• Respond to investor inquiries by providing accurate and timely information, ensuring a high level of professionalism and responsiveness.
• Monitor key performance indicators across portfolios and assist in preparing ad hoc analyses for management and investors.
• Support the standardization and automation of reporting processes to improve efficiency and reduce errors.
• Ensure compliance with internal controls, policies, and relevant reporting standards.
• Assist in preparing due diligence materials for new fund offerings, capital raises, and investor onboarding.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of experience in investor relations, financial reporting, fund administration, or private equity real estate.
• Strong proficiency in Microsoft Excel, PowerPoint, and database management tools; experience with CRM systems (e.g., Juniper Square) a plus.
• Exceptional attention to detail and strong analytical skills, with the ability to distill complex data into clear, concise insights.
• Excellent written and verbal communication skills, capable of producing investor-ready materials.
• Comfort operating in a fast-paced, team-oriented environment with shifting priorities and deadlines.
• High degree of professionalism and ability to engage effectively with senior leadership and external stakeholders.
• Experience with automation or data visualization tools preferred (e.g., Power BI, Tableau).

About Us

Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $7.6 billion in revenue for 2024, Clayco specializes in the "art and science of building," providing fast track, efficient solutions for industrial, commercial, institutional, and residential related building projects.

About CRG

CRG is a privately held real estate development and investment firm with deep expertise in industrial, office, student housing, land, and data center assets. Since 1993, we’ve developed over 220 million square feet across 12,500 acres, representing more than $14 billion in value. The firm serves clients and investors from headquarters in Chicago and St. Louis, and regional offices in Seattle, Los Angeles, Phoenix, Philadelphia, and Atlanta. CRG manages $2.3 billion in real estate assets across institutional joint ventures and four fund vehicles with over $500 million in AUM. As part of Clayco, a nationally recognized, vertically integrated real estate and construction enterprise, CRG combines the strength and scale of an industry leader with the agility of an entrepreneurial platform.

The Role We Want You For

The Associate / Senior Associate – Capital Markets supports CRG’s regional offices, Capital Markets team, and senior leadership through financial analysis of new development opportunities, active projects, and the broader CRG development platform. The role will focus primarily on CRG’s industrial platform, with potential exposure over time to data centers, residential/student housing, and other asset classes.

Key responsibilities include underwriting development opportunities using Excel-based pro forma models, supporting the disposition process for completed projects, assisting with Investment Committee materials, and preparing monthly reporting packages for investors and lenders. The role also contributes to internal reporting and analysis related to CRG’s development pipeline and overall portfolio performance.

The ideal candidate will demonstrate strong financial modeling capabilities, exceptional attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Success in this role requires sound judgment, intellectual curiosity, and a willingness to contribute thoughtful questions, insights, and recommendations.

The Specifics of the Role

• Lead underwriting for new development opportunities; prepare excel-based financial models including in-depth financial and sensitivity analysis, valuations, and investor return modeling.
• Assist with raising joint venture equity and construction loans to capitalize new projects; prepare marketing materials, aid in capital partner diligence, and closing.
• Support regional development teams in preparing Investment Committee submissions.
• Prepare external reports on project progress for joint venture partners.
• Help administer joint ventures and construction loans by facilitating capital partner approvals for key project decisions and milestones.
• Assist in responding to lease RFPs and modeling potential leases’ impact on returns.
• Help drive the successful execution of dispositions; work with brokers to assemble marketing materials, assist with buyer diligence, closing, and calculation of distribution waterfalls.
• Help drive business insights and optimal decision making via asset, portfolio, and fund-level reporting, analytics, and dashboards
• Conduct market research for covered markets, including benchmarking and competitive supply analysis. This position is expected to develop first-hand expertise of market dynamics, competing projects, and overall activity in assigned markets in order to underwrite and value development projects.
• Assist with weekly Investment Committee process; assemble and distribute weekly packages, assist with meeting minutes.
• Support Financial Planning & Analysis with updated pro formas and other key project information for various internal reporting deliverables.
• Assist Fund Management and Investor Relations with quarterly and ad hoc reporting for investors in CRG-sponsored funds.

Requirements

• 4+ years of experience in real estate development, acquisitions, portfolio management, brokerage, or lending; industrial experience is a plus by not required.
• Must understand complex pro forma cash flows and valuation models. Experience with joint venture equity structures and waterfall mods is a plus but not required.
• Proven financial analysis and valuation capability (NPV, IRR, lease comparison, ROI, DCF Modeling, Payback, etc.) with highly advanced Excel modeling skills, including the accurate underwriting and modeling of large ground-up developments. Additional data aggregation and analysis skills (such as portfolio rollups and sensitivities) are a plus.
• Desire to learn and become well-versed in the market dynamics and fundamentals of covered regions.
• General understanding of the development process and key due diligence items (title, survey, environmental, zoning, entitlements).
• Intellectual curiosity, process-improvement mindset, and ability to learn, implement, and leverage AI-driven solutions and non-Excel based software / systems where appropriate.
• “How can I help”, team-oriented mentality.

Some Things You Should Know

• This position is based in Chicago, IL.
• We work on creative, complex, award-winning, high-profile jobs across the United States.
• The pace is fast!

Why Join Clayco and CRG?

• Join a mission-driven, entrepreneurial team backed by Clayco’s national platform.
• Gain visibility and impact at the highest levels of leadership.
• Be a part of landmark real estate projects across the U.S.
• Work in an innovative culture that values speed, integrity, and excellence.
• 2025 Best Places to Work – St. Louis Business Journal, Los Angeles Business Journal, and Phoenix Business Journal. 2025 ENR Midwest – Midwest Contractor (#1).
• 2025 ENR Top 100 Design-Build Firms – Design-Build Contractor (Top 5).
• 2025 ENR Top 100 Green Contractors – Green Contractor (Top 3).
• 2025 ENR Top 25 Data Center Builders – Data Center Contractor (Top 3).
• RE Journals: 2023 Developer of the Year.
• RE Journals: #1 Midwest Developer (2020 & 2021), Top 4 Midwest Developer (2022–2024).
• : Industrial Influencer (2021, 2022 & 2024).
• : Multifamily Influencer (2023 & 2024).
• Crain’s Chicago Business, NAIOP, , Student Housing Business, , Connect CRE, RE Journals: Award-winning leadership and rising stars across multiple disciplines.

Benefits

• Discretionary Annual Bonus: Subject to company and individual performance.
• Comprehensive Benefits Package Including: Medical, dental and vision plans, 401k, generous PTO and paid company holidays, employee assistance program, flexible spending accounts, life insurance, disability coverage, learning & development programs and more!

Compensation

• The salary range for this position considers a wide range of factors in making compensation decisions including but not limited to: Education, qualifications, skills, training, experience, certifications, internal equity, and location. It is not typical for an individual to be hired at or near the top of the range for the role and compensation decisions are dependent on the facts and circumstances of each case. The Clayco Nationwide salary range for this position is approximately $125,000 - $150,000 +/- annually (not adjusted for location).

Job Title: Senior Investment Sales Analyst

Location: Milwaukee

Team: Investment Sales/Capital Markets

Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers

Date: 2/5/2026

About the Company

Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

Job Summary

The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.

Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.

Essential Job Duties and Responsibilities

Financial Analysis & Valuation

• Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
• Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
• Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
• Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
• Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.

Market Research & Data Management

• Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
• Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
• Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
• Track macroeconomic and capital markets trends relevant to institutional CRE and translate insights into actionable guidance for brokers and clients.
• Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.

Deal Execution & Transaction Support

• Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
• Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
• Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
• Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
• Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.

Business Development

• Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
• Support new business proposals, RFP responses, and customized client deliverables.
• Assist with CRM pipeline management, mandate tracking, and relationship analytics.
• Support planning and execution of client events and investor outreach initiatives by preparing materials, lists, and follow‑up tracking in partnership with the Transaction Coordinator.
• Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.

Required Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
• 3-6 years of experience in commercial real estate underwriting, investment sales, capital markets, investment banking, appraisal, private equity, or a related analytical role.
• Advanced proficiency in Excel, including complex financial modeling; strong working knowledge of Microsoft Word and PowerPoint with the ability to produce polished, client‑ready materials.
• Strong understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
• Proven ability to independently manage multiple underwriting assignments and deadlines with a high level of accuracy and judgment.
• Excellent written and verbal communication skills, including the ability to simplify complex analyses.
• Comfortable operating in a dynamic, entrepreneurial environment.

Preferred Qualifications

• Prior experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
• Demonstrated experience producing institutional-quality offering memoranda and BOVs.
• amiliarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
• ARGUS Enterprise experience strongly preferred.
• Knowledge of the Midwest commercial real estate markets and regional investor dynamics.

Compensation & Benefits

• Competitive salary, commensurate with experience
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Performance-based bonus structure
• Professional development and industry education support
• Collaborative, entrepreneurial team environment

At Foundry, we serve our clients and partners best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community. Don’t just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared – it’s contagious.

Our Development and Investments Team works together to source and execute investment opportunities with the insight of true local knowledge. We are currently seeking a Deal Principal, Seniors Housing to join our Development and Investments (“D&I”) team. This is an excellent opportunity for a seasoned real estate investment and development professional possessing strong financial skills, business development acumen and leadership to work with the Development & Investment team in sourcing, capitalizing, and executing real estate development opportunities in Senior Living. Our existing Healthcare real estate and operating platform combines in-depth sector knowledge and operating expertise in the Seniors Housing real estate. Additionally, Foundry has 440+ commercial real estate associates and 4,800 + healthcare associates and represents some of the best-known names in Real Estate. Our senior living management company encompasses 68 communities in 15 states. We manage approximately 5,500 senior living units for some of the most sophisticated equity partners in the space. We are expanding the size of our portfolio of managed communities through both acquisitions and development to address the needs of the aging population, a trend expected to continue for several decades.

Location preference: Orlando, FL; Boca Raton, FL; Atlanta, GA; Raleigh, NC; Charlotte, NC; Nashville, TN; Dallas, TX

Travel: Up to 50%

Essential Job Functions:

Collaborate with local Foundry partners to source development opportunities that align with Foundry’s Healthcare investment platform objectives and guidelines. Commanding development and market knowledge expertise is required to generate targeted investment return opportunities. Must be able to lead a development process from site selection through completion.

Source new development opportunities:

• Responsible for identification and gaining control of new senior living development locations in consult with the operations team and local market Deal Principal.
• Collaborate with teams and individuals across our markets to source development opportunities meeting our investment objectives.
• Key relationships include the local Foundry team, the investment sales community, brokers and third parties, among others within our senior living vertical.
• Develop relationships and regularly communicate with local development participants (investors, operators, general contractors, architects, lenders, engineers, appraisers, etc.) to maintain knowledge of opportunities and market conditions.
• Creates and implements project business plan, securing sites, hiring A&E team, project execution, including hiring of management teams, determining project operating budgets, overseeing other team members’ negotiations, communicating with investment committees etc.
• Interact with capital partners on day-to-day communications regarding project process.

Oversee the underwriting and capitalization process, including:

• Work with “Deal Hub” to prepare an analysis and review of offering materials, operating statements, development budgets, equity, and debt term sheets.
• Acquisition and analysis of key property and market information from deal leads, landowners, brokers, property managers.
• Oversee development of advanced financial models and analysis.
• Oversee preparation of investment committee memos, equity/debt packages, presentations and reports for investors and lenders.

Other Responsibilities include:

• Perform market research for capital market conditions, submarkets, and potential development sites. Based on the research, recommend and implement assumptions for models as well as prepare periodic presentations.
• Manage the underwriting, due diligence and closing process including review of third-party reports, property/tenant information, JV and debt documentation, and closing statements.
• Develop relationships with potential capital partners, lenders, brokers, property managers, etc. to source and capitalize investment opportunities.
• Participate in local municipality meetings for zoning and site plan approvals.

Education and Experience Requested:

• Must have an Undergraduate or Graduate degree in Finance or Real Estate with 10+ years of relevant senior living development experience; master’s degree preferred.
• Ability to source development opportunities.
• Demonstrated knowledge of broader senior living healthcare asset class required, including emerging trends, with additional market knowledge of the Southeastern & Mid Atlantic US preferred.
• Excellent business development, interpersonal, and oral/written communication skills with a proven track record.
• Established ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
• Demonstrated ability in conducting data analysis and real estate financial modeling, including complex debt and equity partnership structures.
• Advanced proficiency in analytical writing– proven ability to effectively communicate and present well-reasoned, data-supported thoughts and ideas to a variety of audiences.
• Strong research, writing, analytical and problem-solving skills.
• Effective time manager– demonstrated track record ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
• Extremely high energy, fast-paced and driven to succeed.
• Keen ability to work efficiently autonomously or as a member of a team.

Foundry Commercial is an Equal Opportunity Employer

Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

ABOUT JENNER & BLOCK

Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer.

COMPANY OVERVIEW

Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer.

POSITION SUMMARY

As part of the Talent and Career Strategy team, the Senior Paralegal provides advanced legal support throughout all phases of complex litigation and investigations while overseeing and directing the work of junior and midlevel paralegals. This role combines high-level case management responsibilities with team leadership, workflow coordination, and quality oversight. The Senior Paralegal will also play a critical role in fact development, evidence preservation, regulatory response, and risk mitigation. The Senior Paralegal operates with a high degree of autonomy, manages multiple matters at once, and serves as a key liaison between attorneys, clients, courts, and external vendors.

This position demands exceptional organizational skills, attention to detail, strong analytical abilities, and proficiency in litigation support technologies.Extensive knowledge of court procedures, discovery processes, legal cite checking, and trial preparation is required, as the Senior Paralegal will serve as a subject matter resource to ensure compliance with court rules and internal procedures while helping to drive operational efficiency across matters.

ESSENTIAL JOB FUNCTIONS

Litigation, Investigation, & Case Management Responsibilities

• Assist attorneys in all stages of large, complex litigation matters from inception through post-trial, including attending and supporting depositions, hearings, trials, and arbitrations.
• Apply advanced knowledge of federal and state procedural rules and electronic filing requirements; implement and maintain case calendaring and docketing systems, ensure accuracy of key dates, and provide guidance on court-related procedural questions.
• Prepare templates and draft pleadings, motions, discovery requests and responses, and related legal documents; assist with proofreading, legal cite-checking, Bluebook compliance, and case law retrieval.
• Organize and maintain electronic case files in accordance with firm protocols; manage high volumes of documents, including client and third-party communications, client collections, productions, deposition materials, exhibits, and trial materials.
• Assist attorneys with document collection, Relativity database setup, and management, including document production.
• Perform complex data analysis, tracking, and discovery management within Relativity, including document review and database searches.
• Prepare, organize, and manage exhibits and trial materials, including pleadings, witness preparation materials, trial notebooks, deposition designations, demonstratives, and digital courtroom presentations (e.g., Trial Director, OnCue).
• Assist attorneys with internal investigations, regulatory inquiries, and compliance reviews.
• Assist attorneys with preparing materials for witness interviews, including pulling documents from Relativity and organizing materials into binders for witness interviews.

Leadership & Training Responsibilities

• Supervise, mentor, and train junior and midlevel paralegals assigned to your matters.
• Review documents and filings of other teams members for accuracy and compliance.
• Assist with paralegal onboarding, training, and performance feedback.
• Identify stretch assignments for more junior members of the team to build advanced litigation or investigative skills.
• Provide guidance, training, and mentorship to junior paralegals, including instruction on firm litigation procedures and best practices.

QUALIFICATIONS AND REQUIREMENTS

• Minimum 10 years of experience as a litigation paralegal in an AmLaw 100 or specialized litigation firm, with demonstrated leadership and mentorship skills appropriate for a senior-level role.
• Expert knowledge of Federal and relevant State procedural rules and electronic filing requirements, with strong familiarity with Federal and State court rules, case management systems, and e-filing databases.
• Experience drafting pleadings, and discovery requests and responses, with proficiency in legal cite-checking and Bluebook standards.
• Working knowledge of docketing applications (e.g., CompuLaw, PACER), litigation support and transcript management tools (e.g., TextMap, CaseMap, Opus2, NetDocuments), and document review/e-discovery platforms (e.g., Relativity).
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint), legal research platforms (e.g. LexisNexis, Westlaw), and document management/PDF tools (e.g. Kofax, Adobe Acrobat).
• Excellent organizational, prioritization, and multitasking skills with strong attention to detail; ability to maintain confidentiality and exercise sound judgment in a fast-paced environment.
• Strong verbal and written communication skills.
• Availability to work overtime, travel, and handle after-hours filings and deliverables as needed.
• This is a hybrid role requiring in-office presence at least four days per week (Monday–Thursday).

Disclaimer

Additional Duties

This job description is intended to provide a general overview of the primary duties and responsibilities for the position. It is not an exhaustive list of all tasks or responsibilities that may be assigned. The role may include additional duties, specialized projects, and other tasks as required. The firm reserves the right to modify or adjust the responsibilities to meet business needs.

Physical Requirements

Candidates must be able to meet the physical demands of the position, including the ability to commute to the office as required on designated in-office days based on the position. The firm is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) for qualified individuals with disabilities.

EEO Statement

Jenner & Block LLP is an equal opportunity employer. Recruitment and employment decisions are not made on the basis of an individual's race, color, creed, religion, national origin, ancestry, citizenship status, age, non-disqualifying physical or mental disability or medical condition, genetic information, sexual orientation, sex, gender identity and/or expression, pregnancy, childbirth, breastfeeding or related medical conditions, arrest record, matriculation, personal appearance, political affiliation, marital, parental, veteran, military, or order of protection status, or any other protected status or that of their relatives, friends, or associates.

Jenner & Block is proud to offer a competitive total rewards package, including comprehensive health & well-being benefits and 401k profit sharing. The anticipated pay range for this role in San Francisco is:

• 6 – 10 years: $125,000 - $150,000
• 11 – 20 years: $135,000 - $165,000
• 20+ Years: $145,000 - $175,000

The actual offered rate for this position will be determined based on several factors, including qualifications and experience, geographic location, education, external market data, and consideration of internal equity.

This position is required to be fully in-person at our headquarters in Carmel, Indiana.

Overview

We are seeking a highly motivated and versatile Senior SEO Specialist & Copywriter to join our marketing team. This position is focused on driving brand visibility, digital reach, and engagement through strategic, high-impact content.

You will own the company’s SEO strategy to acquire qualified leads for both BAM Capital and BAM Management. In addition to SEO content, you will produce formal financial communications and conversion-driven marketing copy to strengthen BAM Capital’s digital presence and support investor acquisition and retention.

We are seeking a performance-oriented communicator to elevate The BAM Companies’ digital voice. The ideal candidate blends exceptional writing and editing skills with years of hands-on SEO expertise, independently managing our content lifecycle across corporate and property websites while adapting our message for diverse audiences.

Key Responsibilities

Search Engine Optimization (SEO) Strategy & Execution

• Sole SEO Management: Act as the company's dedicated SEO content expert, driving organic growth (traffic and leads) across BAM Capital for accredited investors and property websites for residents.
• Keyword Research: Independently identify and analyze high-value, relevant keywords using industry-standard tools.
• Content Strategy: Develop and maintain a comprehensive content calendar based on keyword opportunity, search intent, and business goals.
• Article Production: Write, edit, and optimize detailed SEO articles that rank highly, drive organic traffic, and convert readers.
• Performance Reporting: Track, analyze, and report on key SEO metrics (e.g., traffic, keyword rankings, conversion rate) to demonstrate ROI and inform future strategy.
• Generative Engine Optimization: Stay up to date with and implement best practices to rank in AI search results.

Corporate & Financial Communications

• Professional Offering Memorandums (OMs) & Asset Supplementals: Draft and meticulously edit complex, professional financial and corporate documents, ensuring accuracy, clarity, and compliance to regulatory standards (as applicable).
• Quarterly Performance Reports: Develop clear, concise, and compelling reports for external audiences that summarize company performance and strategic outlook.
• Award Nominations: Research, write, and submit persuasive applications for industry award nominations.
• Executive Communications: Draft high-impact social media posts and professional communications for the CEO and other executives, including market insights and thought leadership pieces.

Marketing & Sales Content

• Website Copy & Brochures: Write and optimize engaging, clear copy for the corporate and property websites and marketing brochures. Keep websites up to date with frequent content reviews.
• Product Content: Create concise, informative product one-pagers and sales enablement materials for BAM Capital.
• Marketing Emails: Develop compelling email marketing copy for various campaigns (e.g., nurture, announcement, informative).
• Advertisements: Work with the internal PPC Specialist and Lead Generation Manager to develop high-converting copy for multi-channel advertising campaigns. Craft compelling headlines and calls-to-action that resonate with accredited investors, drive traffic to landing pages, and continuously A/B testing ad copy.
• Additional Content: Produce blog posts, guides, and articles that position The BAM Companies and BAM Capital as thought leaders

Required Qualifications

• Bachelor's degree in Marketing, Communications, Journalism, English, or a related field.
• Minimum of 5 years of professional content writing experience, with a portfolio demonstrating a wide range of content types.
• Demonstrated experience writing complex corporate or financial documents (e.g., quarterly reports, white papers, offering materials).
• Minimum of 3 years of proven, hands-on expertise in SEO content strategy, including proficiency with major SEO tools (e.g., Semrush, Ahrefs, Moz, Google Search Console).
• Exceptional written and verbal communication skills, with a mastery of AP and MLA grammar, style, and professional tone.
• A meticulous editor and proofreader with attention to detail skills.
• Ability to manage multiple projects simultaneously, meet tight deadlines, and work independently with minimal supervision.
• This role requires learning our industry in depth to successfully produce the required content.

Preferred Qualifications

• Experience in a regulated industry (e.g., finance, real estate, healthcare).
• Experience writing for a high-net-worth, business, financial, or luxury audience.
• Familiarity with content management systems (CMS) like WordPress.

Come join Connecticut Innovations (CI) as a Senior Associate/Associate primarily supporting our Technology Fund with opportunities to support other CI Venture Funds!

Connecticut Innovations (CI)

As Connecticut's strategic venture capital arm and one of the most active investors on the eastern seaboard, CI has a portfolio of 220+ companies across various industries, with strengths in life sciences, technology and climate tech. CI meets with hundreds of companies every year, identifying the most promising early-stage companies looking to grow in the state. Every year, CI invests in 20+ new companies, in addition to providing follow-on capital to existing portfolio companies. CI also invests as a Limited Partner in outside venture funds based in CT (17 in the past 6 years).

• CI has invested $700+ million in innovative startups since 1995
• CI’s leveraging power is 10X, or $7+ billion

CI announced it invested $45.8 million in 67 companies and venture funds throughout the fiscal year ending June 30, 2025. CI’s investments also helped to attract an additional $653 million in outside capital into its portfolio companies. The fiscal year generated $43.2 million in proceeds, which will allow CI to invest in more early-stage companies in the future.

Our culture is vibrant, diverse, collaborative, and inclusive. We embrace perspective and have mission alignment on our impact to Connecticut’s innovation ecosystem. We host or participate in over 20 ecosystem events per year, and our headquarters at The District in New Haven is a catalyst for partnership and an innovation ecosystem community hub.

Connecticut Technology Fund

Our Technology Fund has provided more than $140 million to date to Connecticut’s promising high-tech companies (140+), with a focus on FinTech, InsurTech, SaaS and PaaS early-stage companies. We have realized over $135 million in proceeds from our investments in this Fund. We have also attracted companies to Connecticut from both coasts and as far away as Europe!

Venture Capital (VC) Senior Associate/Associate

All Venture Team members play a pivotal role as part of the investment due diligence process and post-investment, as part of scaling the portfolio company. As an organization, we embrace diversity of thought, listen with an open mind, think big and concretely, and invest with the mission in mind.

A VC Senior Associate/Associate helps execute our investment strategy by researching promising technology markets. They also participate in all phases of the investment process including due diligence, meetings with management, focused company and industry research, financial modeling, writing investment recommendations, and supporting CI portfolio companies as board observers.

We are currently seeking a VC Senior Associate/Associate to join our Technology Fund Venture Team for a period of 2 to 3 years (with opportunities to extend beyond 3 years) and help develop and manage an active high-tech portfolio. Candidates should be self-starting, curious, flexible and have knowledge of financial statements, business plans and other financial and legal documents.

Qualifications

• Bachelor’s degree in computer science or the equivalent
• MBA or master’s degree
• Work or internship experience in market research, management consulting, venture capital or investment management
• Work experience operating in a high-growth, early-stage FinTech, InsurTech, SaaS and PaaS company preferred
• Experience as a Founder preferred, but not required

Responsibilities

• Representing CI at industry events, source investment prospects, develop relationships with potential co-investors
• Screening and analysis of potential investments
• Conducting due diligence and competitive analysis
• Financial modeling and valuation analysis, collaborating with and supporting other members of the CI Venture team.
• Preparing reports and proposals regarding potential investments and portfolio companies
• Drafting term sheets
• Reviewing legal documents related to financings and other matters
• Presenting investments for approval to CI advisory committees and committees of the CI Board of Directors
• Assisting in identifying strategic, marketing and partnering opportunities for portfolio companies
• Participate in meetings and calls related to due diligence, industry research, and investment negotiations

Skills & Competencies

• A seeker and learner mentality, with a passion for and knowledge of the deep-tech technologies
• High personal passion for a fast-developing innovation ecosystem
• Detailed, action-oriented person who takes initiative to follow-up on items.
• Project management and organization skills to solicit and follow up on meetings.
• Communicate comfortably with a wide range of stakeholders.
• Ability to synthesize data into a compelling story.
• Sufficient understanding/comfort of technology to recognize the business opportunities it unlocks

This role will work at CI’s headquarters in New Haven, CT (District | Coworking Space) on a hybrid schedule (Mondays and Wednesdays onsite). Having a Connecticut residency is required for this role.

Connecticut Innovations offers a competitive starting salary, with additional bonus opportunities based on team and individual investment performance, generous paid time off, and a culture that encourages work-life balance.

Connecticut Innovations is an equal opportunity/affirmative action employer. We welcome all candidates to apply regardless of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or status as a protected veteran.

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• CFP® designation, CFA® designation required (may consider 24 month condition of employment)
• Bachelor’s Degree required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA 66 license required (may consider a 120-day COE)
• Active and valid FINRA 9/10 required (may consider a 120-day COE)
• Five plus years’ experience in the financial services industry
• Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance