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The Family Office Associate is a key member of a small, dynamic team supporting the financial, administrative, and operational needs of a Family Office located in Santa Cruz County, CA. This role requires strong organizational, financial, and interpersonal skills, along with the ability to manage a wide range of responsibilities, from day-to-day support and reporting to special projects and property coordination. In this role, you will work closely with the Head of Family Office and Principals, bringing a blend of technical expertise and operational agility. The ideal candidate is highly driven, detail-oriented and entrepreneurial, comfortable operating in a fast-paced, service-oriented environment.
Financial & Accounting Management
- Maintain general ledger and oversee all accounting processes including accounts. payable/receivable, cash flow tracking, expense reporting, month-end reconciliations across personal, investment and entity accounts.
- Prepare and analyze financial statements and cash flow projections, including ad hoc financial summaries.
- Organize financial records, receipts, and documentation for reporting and audit readiness.
- Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements.
Vendor, Operations & Property Oversight
- Oversee vendor contracts, payments, and relationships across household, investment, and professional services.
- Assist with management of residential and commercial properties, including budgets, repairs, insurance, and compliance.
- Assist in preparing presentations and reports for family members, advisors, and external stakeholders.
- Assist with project management across investments, renovations, events, or philanthropic initiatives.
Administrative & Generalist Duties
- Manage day-to-day operations of the family office.
- Maintain and update key documents and secure digital records and files.
- Provide support for special projects, family events, travel logistics, or concierge-level personal assistance for family members.
- Manage office technology systems, providing mid-level IT support.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Minimum 5+ years of experience in investment operations, accounting, or financial data management, preferably in a family office, investment firm, or private wealth management setting.
- Strong proficiency in Microsoft Excel and ability to learn various software.
- Knowledge of basic accounting principles and financial reconciliation.
- High attention to detail with exceptional accuracy in handling financial data and transaction processing.
- Strong written and verbal communication skills to liaise with internal teams and external partners
- Ability to handle confidential information with the highest level of professionalism and discretion
- Ability to wear multiple hats in a small, dynamic environment, assisting wherever needed.
- Has a proven “can do”, “make it happen” attitude.
To apply for this position, please go to our website ( ) and download the fillable application along with a resume and cover letter to:
OFFICE OF HAWAIIAN AFFAIRS
560 N. Nimitz Highway, Suite 200
Honolulu, Hawai‘i 96817
Attention: Human Resources
Or via email:
Office of Hawaiian Affairs (OHA) employees must be permanent Hawaii residents. Out-of-state applicants who are offered employment with OHA will need to relocate to Hawaii and establish permanent residency.
Closing Date: March 18, 2026 at 4:30pm HST
Salary: $126,984 to $155,928 per year. Starting salary may be between the minimum and maximum salary range provided, based on qualifications.
The Director, Office of Human Resources (“Director”) is responsible for managing the day-to-day activities of the Office of Human Resources (“HR”) including recruiting, developing, and retaining a high-performing workforce. The Director is also responsible for the development and maintenance of enterprise-wide systems and solutions that address organizational workforce issues and comply with applicable laws and regulations.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES (a more detailed description can be found on our website)
1. Strategic and Programmatic Management
2. Talent Management
3. Performance Management
4. Compensation and Benefits
5. Employee Relations
6. Safety and Health Compliance
7. Human Resources Records & Information Management
8. Fully supports in action, language, behavior and performance the priorities, decisions, and directives of the Chief Administrator.
9. Regular attendance on a daily basis is required for this position.
OTHER DUTIES/RESPONSIBILITIES
Performs other duties as assigned by the Chief Administrator in accordance with the agency’s governance framework.
MINIMUM QUALIFICATIONS
Education, Training and/or Experience
1. Education: Graduation from an accredited four (4) year college or university with a bachelor’s degree in business administration, human resources management, or related field.
• An HR certification (SHRM-CP, SHRM-SCP, PHR or SPHR) is highly desirable.
• A Juris Doctor (JD) degree from an accredited law school, with substantial coursework or practice experience in employment or labor law, workplace investigations, or organizational risk and compliance, is considered highly relevant preparation for this role. Admission to practice law is not required but may be considered favorably where accompanied by relevant HR leadership experience, including employment-related legal counsel to executive leadership or public-sector organizations.
2. Technical Work Experience: Ten (10) years of technical experience as an HR generalist OR ten (10) years of technical experience as an HR specialist whose focus was on at least two (2) of the following functional areas:
• Recruitment and Hiring
• Compensation
• Benefits
• HR Management
• EEO Regulations
• Labor Regulations
• Training and Organization Development
• Compliance and Risk Management
Technical experience should include responsibility for managing complex, sensitive, and high-risk employment matters and regularly advising executive leadership, managers, and/or divisions on employment law compliance, personnel strategy, and organizational risk.
Experience may include substantial employment or labor law practice, or in-house counsel–level advisory work, provided it demonstrates deep applied knowledge of HR systems, workforce management, regulatory compliance, employee relations, investigations, and policy development within a public, governmental, or comparably regulated environment.
Technical experience should reflect work that routinely encompasses difficult and complex personnel situations, and addresses organizational challenges with trusted, solutions-oriented counsel. Experience must include responsibility for:
• furnishing strategic advisory services to leadership regarding talent programs and workforce planning;
• developing, interpreting, and revising personnel policies and procedures;
• ensuring compliance with employment laws and regulatory requirements;
• analyzing proposed labor-related legislation and regulatory developments; and
• researching and implementing emerging HR best practices to strengthen organizational effectiveness.
A graduate degree in business administration, personnel and industrial relations, HR management, public administration, law, or related fields may substitute for two (2) years of technical work experience.
3. Supervisory Experience: Five (5) years of leadership or supervisory experience directing professional staff or leading complex organizational initiatives related to personnel management, labor relations, employment law advisory services, or human capital operations. Leadership experience may include supervising HR professionals, attorneys, investigators, or multidisciplinary teams responsible for employee relations, compliance, investigations, or organizational advisory functions on complex and sensitive HR-related matters; establishing timelines and priorities; and providing training, coaching, and performance management.
Supervisory experience must demonstrate the ability to guide staff through complex and sensitive employment matters (i.e., investigations, claims management, and compliance oversight); exercise sound judgment in high-risk or confidential situations; provide clear, balanced recommendations to executive leadership; and align workforce practices with organizational priorities and governance requirements.
Possession of the required number of years of experience will not, in itself, be accepted as proof of qualification. The candidate experience must be of such scope, complexity, and level of responsibility as to conclusively demonstrate the ability to perform the Essential Functions of this role, including the provision of high-level strategic counsel and sound judgment in complex personnel and governance environments.
Knowledge, Skills and Abilities
1. Must have working knowledge of:
• Public and private sector trends, standards, and practices in HR management
• Pertinent public and private sector labor and employment laws, rules, and regulations
• Human resource analytics and business metrics
• Strategic planning and organizational development
• Contracting, including contract implementation, contract management and budgeting, as well as contract performance evaluation and reporting
• Functions and organizations of State
2. Must have demonstrated skills or ability to:
• HR management, including talent acquisition, talent development, performance management, total rewards systems, employee relations, recordkeeping, legal compliance, and HR information systems
• Complaint investigation and resolution, as well as general problem solving
• HR-related research and analysis
• Team building, leadership coaching, employee morale-building, counseling and correction
• Facilitating collaboration among peers, and between subordinates and their supervisors
• Planning, budgeting, project management, and reporting
• Written and oral communication, including presentations and trainings
• Dealing tactfully and effectively with outside consultants, external agencies and their representatives, and with the general public
• Emergency management and crisis response
An Equal Opportunity Employer
About the Company
Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies.
About the Role
- Source and evaluate venture capital, LBO, and other opportunistic private equity funds
- Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research
- Research target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managers
- Play a significant role in market mapping, creation, and management of manager target lists
- Cultivate and maintain relationships with managers
- Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies
- Assist in private equity portfolio forecasting
- Assist in ongoing manager monitoring and portfolio administration.
- Read and report on manager correspondence
- Support the review process for amendments
- Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings
Qualifications
- Minimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund.
- Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently.
- Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.
- Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.
- Marked interest in private equity and investment management.
- Superior written and oral communication skills.
- Experience in project management and coordination.
Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Private Wealth Paralegal
The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters.
Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Client billable hour requirement: 1,550 hours annually
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Oversee all aspects of trusts and estates in probate.
- Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate.
- Collect and distribute estate/decedent's assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts.
- Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files.
- Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding.
- Prepare for federal audit or state gift/estate tax audits.
- Research and investigate any requests, problems or issues, and resolve with appropriate parties.
- Prepare initial drafts of client correspondence and memos.
- Responsible for client contact and communication to clients.
- Perform file organization and maintenance.
- Maintain up-to-date time reports to ensure accurate client billing.
Supervisory Responsibilities
- On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm's policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process.
Knowledge, Skills And Abilities
- Bachelor's degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus.
- Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West's Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable.
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties.
- Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‐mail, or verbally.
- Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
- Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position's responsibilities.
- Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions.
- Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
- Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
- Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
- Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
- Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
- Work occasionally requires more than 37.5 hours to perform the essential duties of the position.
- Ability and availability to travel to other firm locations when required.
For our Los Angeles and Washington D.C. Offices, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.
Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Private Credit Paralegal
The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.
Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).
- Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
- Organize and proofread all documentation.
- Prepare, review and file UCC financing statements, releases, and amendments.
- Perform UCC and other lien searches.
- Perform duties/tasks associated with private credit transactional closings.
- Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
- Coordinate and assist with documentation for closing and post-closing requirements.
- Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
- Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
- Maintain up-to-date time reports to ensure accurate client billing.
Supervisory Responsibilities
- This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.
Knowledge, Skills And Abilities
- Bachelor’s degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
- Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
- Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally.
- Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
- Dependable team player with the ability to act independently and make decisions within scope of the position’s responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
- Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
- Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
- Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
- Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
- Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
- Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.
For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.
Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
About the Company
Our client is a distinguished Global Single-Family Office with over $10 billion in assets under management and a proven 25+ year track record of delivering exceptional long-term investment results. With deep sector expertise and a disciplined approach, the firm manages a diversified portfolio across private equity, venture capital, real estate, and alternative investments, combining institutional-grade rigor with the entrepreneurial agility to seize high-conviction opportunities. The organization operates with a high-caliber lean team, supported by substantial institutional infrastructure and capital resources. With ambitious growth plans for its U.S. platform, the firm offers a dynamic environment where talent can shape the investment strategy and drive portfolio outcomes.
Role Summary
The Senior Legal Counsel will be a core member of the U.S. investment platform, providing hands-on legal support across the full lifecycle of private equity and alternative investment transactions, as well as day-to-day corporate, governance, regulatory, and operational matters. The role works closely with senior leadership, investment professionals, and external advisors, and requires strong commercial judgment, decisiveness, and comfort operating in a lean, fast-moving environment.
This position is well-suited for a transaction-oriented legal professional with meaningful private equity deal experience who is seeking a long-term, growth-oriented in-house role with broad responsibility and autonomy. The Senior Legal Counsel is expected to independently own matters, balance legal risk with business objectives, and act as a pragmatic business partner to the U.S. investment and operating teams.
Key Responsibilities
- Serve as the primary legal partner for the U.S. platform, providing hands-on legal support across the full lifecycle of private equity and alternative investments, including structuring, execution, M&A transactions, and ongoing portfolio management
- Act as a corporate generalist supporting the day-to-day legal needs of the family office and its operating and investment entities
- Operate as an embedded business partner, driving legal matters to resolution, exercising sound commercial judgment, and providing clear, practical recommendations
- Draft, review, and negotiate a broad range of agreements, including investment, shareholder, operating, financing, commercial, and service agreements
- Support acquisitions, dispositions, co-investments, joint ventures, strategic partnerships, and other complex transactions across multiple sectors
- Advise on corporate governance matters, entity structuring, and compliance matters for a U.S.-based organization operating across multiple states and internationally
- Provide legal guidance across a diverse portfolio of industries; experience with sectors such as gaming, oil & gas, manufacturing, software, technology, and real estate is viewed as a plus
- Manage and coordinate external counsel, including leading transaction workflows, overseeing deliverables, and ensuring cost-effective, high-quality legal execution
- Advise senior leadership on regulatory, compliance, and risk management matters relevant to a family office, private equity, and operating company environment
- Balance legal risk with commercial objectives by delivering practical, solutions-oriented advice in a fast-moving, entrepreneurial environment
- Where applicable, support the development and mentoring of legal or cross-functional team members and contribute to building scalable legal processes
- Remain flexible and open to travel as required in support of transactions and portfolio companies
Skills & Attributes
- Broad legal skillset with the ability to operate across complex transactions, corporate governance, regulatory considerations, and day-to-day operational matters
- Strong commercial judgment and business acumen, with the ability to assess risk, identify practical solutions, and provide clear recommendations that enable efficient decision making
- Transaction-oriented mindset, with comfort taking ownership of matters and driving them to resolution in a fast-paced, evolving environment
- Ability to operate autonomously, while partnering closely with senior leadership, investment professionals, and external advisors
- High level of discretion, integrity, and professionalism, with sound judgment in handling sensitive and confidential matters
- Excellent negotiating, drafting, and communication skills, with the ability to distill complex legal issues for non-legal stakeholders
- Comfortable operating in a lean, high-performance, multi-sector environment with competing priorities and time-sensitive demands
- Strong organizational skills and the ability to manage multiple complex matters simultaneously without sacrificing quality or judgment
- Collaborative mindset with the credibility and confidence to engage effectively across investment and operating teams
Qualifications & Experience
- J.D. from an accredited law school
- Approximately 5–10 years of legal experience, with a strong preference for private equity–focused transactional and M&A experience
- Background in a leading law firm and/or in-house environment
- Demonstrated experience supporting complex M&A and private investment transactions, including structuring, negotiation, and execution
- Experience operating as a corporate generalist, handling a broad range of legal matters across transactions, governance, regulatory, and commercial areas
- Exposure to multi-state U.S. operations and cross-border or international transactions
- Ability to operate independently in a lean environment, exercising sound judgment and ownership over matters from initiation through resolution
- Prior experience working closely with investment professionals, senior executives, or principals in a fast-paced, high-accountability setting
- Management or mentorship experience is a plus, but not required
- Licensed to practice in New York, Delaware, and/or Massachusetts is preferred.
Location
- Onsite role located in Boston, MA
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
- Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
- Produce reports, which include key metrics, financial results, and variance analysis.
- Assist in identifying opportunities for performance improvement across the organization.
- Assist in analyzing M&A opportunities and evaluate new lines of business.
- Develop models that help with decision-making.
- Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
- Recent graduate with an interest in financial operations and management
- Highly proficient Excel modeling capabilities
- Partial VBA experience
- Excellent academic credentials
- Successful candidates must possess US employment authorization to work.
- Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
Liebert Cassidy Whitmore (LCW), a premier labor and employment law firm with over 120 attorneys and 5 California offices, is seeking a dedicated attorney for its San Diego office to join our labor and employment practice, focusing on private educational institutions. The ideal candidate should be passionate about this area of law and have proven experience working with private educational schools in California.
For 45 years, LCW attorneys have been trusted advisors to public agencies, educational institutions, and nonprofits, clients whose work strengthens communities across the state.
This role offers a flexible hybrid working schedule, allowing for a balance of remote work and in-office presence, which supports both professional growth and work-life balance.
Key Responsibilities
- In this role, you will provide legal services to private and independent schools on various matters, including, drafting and reviewing enrollment agreements and employment contracts
- Preparing waivers, and creating employee and student/parent policies and handbooks
- Conducting employee and student investigations and advising on disciplinary matters
- Handling tuition disputes, terminations, and severance agreements
- Advising on wage and hour compliance, leave policies, privacy issues, and mandated reporting requirements
Qualifications
- Active license to practice law in the State of California
- A minimum of 3 years of experience in employment law
- Experience working with private educational institutions or nonprofits in areas such as employment, student matters, governance, or business and facilities issues is highly desirable
For more information about our firm and the exciting career opportunities we offer, please visit our website at .
Equal Employment Opportunity (EEO) Statement
Liebert Cassidy Whitmore is an equal opportunity employer. Employment decisions are based on merit and business needs, and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, veteran status, or any other protected status.
Fair Chance Act Compliance
Liebert Cassidy Whitmore will consider qualified applicants with criminal histories in a manner consistent with the California Fair Chance Act and the Los Angeles Fair Chance Initiative for Hiring Ordinance.
Work Environment and Physical Requirements
This position operates in an office environment, requiring the ability to sit for extended periods and work on a computer. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Remote working/work at home options are available for this role.
OBJECTIVE: Classic Home is a reputable furniture company specializing in private-label brands. With a focus on quality craftsmanship and innovative design, we strive to provide exceptional furniture solutions to our customers. As a Private Label Account Specialist, you will play a key role in expanding our private label business and strengthening our client partnerships.
ESSENTIAL JOB RESPONSIBILITIES
· Manage a portfolio of furniture private label accounts, serving as the main point of contact and building strong relationships with clients.
· Collaborate with cross-functional teams, including product development, design, manufacturing, and logistics, to ensure successful execution of private label projects.
· Follow up customers supply chain process for direct container shipping from overseas direct to customers.
· Daily communication and follow up with overseas vendors/Suppliers. Able to direct design concepts and spec information, analyze required information/details before disseminating to the suppliers.
· Coordinate production timeline requirements with sense of urgency, diligence, and attention to detail.
· Assist with entering, auditing, and analyzing new and existing product data information including costing, pricing, dimensions, materials, parts, and supplier information in various internal systems.
· Conduct regular meetings with clients to understand their furniture needs, provide product recommendations, and present new design concepts.
· Work closely with clients to develop customized private label furniture collections, considering their brand identity, target market, and pricing requirements.
· Monitor industry trends, competitor activities, and market demand to identify opportunities for new product development and differentiation.
· Negotiate pricing, contracts, and terms with clients, ensuring profitability and customer satisfaction.
· Track and analyze sales data, generate reports, and provide insights and recommendations to clients and internal stakeholders.
· Navigate, monitor, and complete task requirements in account Portal and maintain customer vendor guidelines.
· Stay updated on industry regulations, certifications, and compliance requirements related to furniture manufacturing, labeling and maintain customer vendor guidelines to ensure the company is compliant.
· Works closely with inventory management.
· Works closely with QC team overseas to address quality issues with suppliers.
· Attending trade shows, industry events, and client visits to represent the company and promote private label offerings if necessary.
· Follows all CH Company policies, rules, and regulations, including Safety.
· Perform other job-related duties as assigned by company and /or Supervisor.
· Provide training for new employees as needed.
REQUIRED SKILLS AND COMPETENCIES
· Bachelor's degree in business, marketing, interior design, or a related field.
· Proven experience in account management or sales within the furniture industry.
· Strong knowledge of furniture design, materials, and manufacturing processes.
· Have a clear understanding of the supply chain process for direct container shipping from overseas direct to customers.
· Excellent interpersonal and communication skills, with the ability to effectively engage with clients and internal teams.
· Ability to manage multiple accounts and projects simultaneously while maintaining attention to detail.
· Ability to understand client needs and translate them into successful private label furniture collections.
· Strong negotiation and problem-solving abilities, with a focus on driving sales and revenue growth.
· Proficient in using e-commerce platforms, order management systems, and Microsoft Office Suite. (Excel pivots, v-look up, Word, PowerPoint, Outlook); strong data entry skills
· Basic knowledge of project management within the home décor industry a plus.
· Excellent attention to detail and organizational skills and critical thinking abilities
· Strong communication skills in both verbal and written.
· Ability to multi-task several priorities and possess solid time management skills.
· Prepare purchasing documents and other tasks if necessary.
WORKING CONDITIONS
- Normal office environment
- Ability to work sitting down with some walking up and down the stairs.
Compensation:
$50k-$65k/year open to negotiation.
About Us
Our private label brands play a critical role in differentiating our assortment, strengthening customer loyalty, and driving profitable growth. As we continue to evolve and expand our portfolio, we are seeking a strategic and results-driven Director of Private Label to lead the vision, development, and performance of our private label business.
This role is central to how we bring customer-focused products to market, balancing brand integrity, quality, cost, and speed while supporting the company’s long-term merchandising and financial objectives.
Your Impact
As the Director of Private Label, you will own the end-to-end strategy and execution of our private label portfolio. From defining brand architecture and identifying growth opportunities to overseeing product development, sourcing, and financial performance, you will shape how our private brands compete and win in the marketplace.
You will partner closely with Category Management/Merchandising, Marketing, Operations, and Supply Chain to deliver high-quality products that meet customer expectations, strengthen brand equity, and drive sustainable, profitable growth.
What You’ll Do
- Lead Private Label Strategy & Growth: Develop and execute long-term private label strategies that achieve sales, margin, and market share goals, including brand architecture, portfolio optimization, and category expansion.
- Own Product Development & Lifecycle Management: Lead the full product lifecycle from concept through launch and ongoing optimization, ensuring products meet customer needs, quality standards, compliance requirements, and brand guidelines.
- Drive Strategic Sourcing & Supplier Partnerships
- Oversee supplier identification, negotiation, qualification, and ongoing relationship management to ensure quality, cost efficiency, scalability, and reliable delivery.
- Build & Evolve Brand Positioning: Partner with Marketing to support private brand identities through packaging strategies, brand guidelines, and targeted marketing initiatives.
- Own Financial Performance: Manage private label P&L performance, including margin optimization, pricing strategies, cost management, and profitability growth.
- Leverage Market & Consumer Insights: Monitor consumer trends, market dynamics, and competitive activity to identify innovation opportunities, manage risk, and inform strategic decisions.
- Lead Cross-Functional Execution: Influence and align cross-functional teams—including Category Management/Merchandising, Supply Chain, Marketing, Operations, and Visual Merchandising—to ensure seamless execution and accountability.
- Measure, Analyze & Optimize Performance: Analyze sales, inventory, and margin performance; implement data-driven adjustments to assortment, pricing, sourcing, and inventory strategies to maximize results.
- Ensure Compliance & Brand Governance: Ensure all private label products comply with regulatory requirements, quality standards, and internal brand governance guidelines.
What You Bring
- Bachelor’s degree in Business, Marketing, Merchandising, or a related field required.
- 7+ years of experience in private label development, brand management, or product management, preferably in retail or consumer goods.
- Proven success leading private label strategies, sourcing initiatives, and portfolio growth.
- Strong financial acumen with experience managing P&L, margins, and performance metrics.
- Excellent analytical, strategic thinking, and problem-solving skills.
- Demonstrated ability to influence cross-functional teams and senior leaders without direct authority.
- Strong understanding of retail dynamics, consumer behavior, and competitive landscapes.
- Proficiency in Microsoft Office Suite.
- Ability to manage multiple initiatives in a fast-paced, deadline-driven environment.
- Exceptional written and verbal communication skills.
Why You’ll Love It Here
- Lead a high-impact function that differentiates our brand and drives customer loyalty.
- Shape the future of private label strategy and product innovation.
- Collaborate with senior leaders and cross-functional partners across the organization.
- Make a measurable impact on profitability, brand strength, and customer experience.
- Competitive compensation, comprehensive benefits, and opportunities for professional growth.
Ready to Build Brands That Customers Love?
If you’re a strategic brand leader with a passion for product, performance, and customer experience, we’d love to hear from you.
Apply today and help shape a private label portfolio that drives differentiation and long-term success.
Tenet Healthcare is actively seeking a full-time OB/GYN physician to join a well-established, patient-focused private practice in Glendale, Arizona. With over 20 years of trusted service to the local community, this group offers a collaborative, supportive environment designed to promote clinical excellence and a healthy work-life balance.
This is an excellent opportunity for a compassionate physician who is looking to grow their career while making a meaningful impact in one of Arizona’s most vibrant cities.
Opportunity Highlights
- Full-time private practice position
- Office Hours: Monday–Friday, 8:00 AM–4:30 PM
- Call:
- 1 weekday per week
- 1 weekend in 5
- Post-call day off provided
- Practice mix:
- 60% outpatient
- 40% inpatient (deliveries & procedures)
- Clinic volume: Approx. 25 patients/day
- Advanced Equipment: Top-tier ultrasound machines and in-office imaging resources
- Full office support, including schedulers, MAs, and access to GYN Oncology, MFM, and APPs
Candidate Requirements
- MD or DO degree
- Board Certified or Board Eligible in OB/GYN
- Arizona medical license or eligible to obtain licensure
About the Facility
You will practice at Abrazo Arrowhead Campus, one of the region’s leading destinations for women’s and neonatal care:
- 3,500+ deliveries per year
- 21-bed NICU
- Reputation for quality maternity and women’s services
- Home to the future Phoenix Children’s Hospital – Arrowhead Campus, which will include:
- 24 inpatient beds, 6 operating rooms, 30 emergency bays
- 45,000 sq. ft. medical office building for multi-specialty care
- Plans to expand with 24 additional inpatient beds as demand grows
Why Glendale, Arizona?
Glendale, part of the greater Phoenix metropolitan area, offers the perfect blend of urban amenities and natural beauty. With year-round sunshine, a low cost of living, and endless opportunities for recreation, Glendale is an ideal place to live, work, and thrive.
Enjoy:
- Excellent schools (public and private options)
- Scenic hiking trails, championship golf, and outdoor adventures
- Professional sports, world-class dining, and cultural events
- A welcoming, family-friendly community
- One of the top 10 physician-friendly states in the nation
Apply Today
If you're a dedicated OB/GYN looking to join a dynamic practice in a high-growth area, we invite you to apply and learn more about this exciting opportunity in Glendale, AZ.
Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status.
Location: Dallas
A highly regarded, strategically focused, mid-sized global law firm (700 lawyers) is actively seeking established Private M&A and Private Equity partners to support targeted growth in Dallas and New York.
The firm operates at the intersection of financial services, private capital, and investment management, and is executing a disciplined five-year growth plan centered on expanding its strongest practices in its existing offices.
This is not a merger-driven growth story. The firm is intentionally scaling from a position of strength and profitability.
The Opportunity
The platform is particularly well-suited to partners with a meaningful sponsor-side or private company M&A practice who are looking for:
- A more collaborative, entrepreneurial culture
- Meaningful cross-selling opportunities across funds, private credit, investment management, tax, regulatory, and private wealth
- Strong specialist support embedded directly within Corporate
Unlike many peer firms, the Corporate group includes embedded specialists (e.g., tax, employment, benefits) who work exclusively on transactional matters, ensuring responsiveness and market-informed negotiation support. This structure has proven to be a competitive advantage in deal execution and client service.
The firm also provides proprietary market data and financial services survey insights that partners actively use as business development tools to open doors with sponsors and portfolio companies.
Ideal Candidate Profile
- $3M+ portable book of business (day-one portability expected)
- Strong private equity or private company M&A focus
- Sponsor relationships highly valued
- Demonstrated business development track record
- Collaborative, team-oriented mindset
Group acquisitions are also considered.
Why This Firm
- 700-lawyer global firm with strong brand in financial services and funds
- Targeted growth strategy
- Deep private capital ecosystem
- Embedded deal-specialist model
- Entrepreneurial but highly collaborative culture
- Strong Dallas momentum
- Competitive economics at partner level
Interested? In which case, please apply and we will reach out to discuss this in more detail.
Group is looking for a family medicine physician for its West Covina office.
About the Opportunity Group is 15+ providers Group has offices in West Covina, Covina, El Monte, La Puente, and Rialto Monday
- Friday practice with 9 AM to 5 PM office hours Strictly outpatient practice See 20 to 25 patients per day Contract position with base remuneration and stipend for benefits About West Covina, California The City of West Covina (population 110,000) encompasses 16 square miles and is located in the San Gabriel Valley, approximately 20 miles east of downtown Los Angeles.
The City?s residents enjoy pleasurable year-round weather that has made the region famous.
The City is a regional center for retail, healthcare services, and corporate offices.
West Covina is a well-planned, urban community with several accessible and well-designed parks and recreational facilities.
The City offers excellent educational opportunities for residents, including 20 public and private elementary schools, three middle schools, and two high schools.
GB-9 ?
- as a partner, help shape business decisionsLess bureaucracy
- decisions are made faster than a corporate hospital systemQualifications:Board Certified in Vascular SurgeryFellowship training in Vascular Surgery requiredStrong clinical, interpersonal, and communication skillsA team-oriented mindset and commitment to high-quality careCompensation & Benefits:Competitive base salary with productivity bonus potentialComprehensive benefits packageOpportunity for partnership trackSupportive and collegial work environment in a highly desirable metro areaLocation:Enjoy year-round sunshine, outdoor adventures, and the amenities of a dynamic metro area.
Phoenix offers a fantastic lifestyle with excellent schools, affordable living, and a booming healthcare market.Ready to Learn More?If you're looking for a long-term opportunity in a progressive, team-oriented private practice, wed love to connect.Job send your CV to or reach out today to Vicky Rinehart at to learn more.
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.
This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.
Ideal Work Style
- Collaborative and team-oriented
- Self-directed and highly motivated
- Intellectually curious and solutions-focused
- Comfortable managing multiple complex transactions under tight deadlines with minimal oversight
Key Responsibilities
- Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
- Independently manage all aspects oftransaction closings and fundings, including:
- Preparing purchaser information
- Completing complex subscription agreements for multiple investor types
- Facilitating and managing KYC diligence
- Coordinating execution and funding logistics
- Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
- Draft and negotiate a wide range of legal documents, including:
- Confidentiality agreements
- Purchase and sale agreements governing secondary trades of private placements
- Bond powers and certificates
- Side letters with fund general partners
- Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
- Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
- Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.
Qualifications
Required
- Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
- Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
- Strong working knowledge of:
- NAIC requirements and risk-based capital considerations
- Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
- General corporate law principles, applied in a practical, business-focused manner
- Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
- Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
- Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.
Preferred
- Experience with:
- NAIC ratings processes
- Cross-border tax implications and related filings
- Foreign currency swapped private placements
- Secondary trades
- Regulation U and Sections 13/16 reporting requirements
- Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.
The estimated base pay range for this job is:
$73,700.00 - $136,800.00Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
Job
myDermRecruiter is actively recruiting for a Board Certified/Board Eligible Dermatologist to join our client's private practice in Gregg County, Texas. This is a premier opportunity with a physician owned and led practice, that has experienced no turnover. Group has a long-standing, well-established patient base, where provider would be busy from Day 1! Partnership track available! Practice offers full service dermatological care for patients, with a strong focus on the customer experience and encouraging patients to be active participants in their care.
Additional highlights include:
* MUST be both a Board-Certified/Board-Eligible Dermatologist
* Seeking 80% medical dermatology and 20% cosmetics
* Flexible schedule, open to Part-Time or Full-Time, three to five (3-5) days/week
* Newly constructed, 14,000 SF office setting with modern finishes and full, independent on-site lab
* Provider would see 35 patients/day
* Exceptionally well-trained support staff
* Competitive base salary, guaranteed first year
* Full benefits package
Beautiful community that offers top notch, private and public schools, lakefront living, rolling hills and landscape unlike any other area throughout the state of Texas.
For further information, please contact Kathleen Tait at , Ext. 170 or email your confidential CV to
myDermRecruiter is the Dermatology Recruitment Firm in the nation! Whether you are seeking your next career opportunity or need to add a provider to your practice, we can help! View Dermatology Jobs available nationwide at .
Contact:
Kathleen Tait
Dermatology Recruitment Consultant
myDermRecruiter
Office: , Ext. 170
Job
myDermRecruiter is actively recruiting for a Board Certified Dermatologist/Fellowship Trained Dermatopathologist to join our client's private practice in Gregg County, Texas. This is an excellent group - Physician owned, well respected, very busy and welcoming culture. Group is very team-oriented and treats staff like family. Practice offers full-service dermatological care, focused on an exceptional patient experience.
Additional highlights include:
* MUST be both a Board-Certified Dermatologist and Dermatopathology Fellowship Trained
* Seeking two (2) days/week general derm and remainder of week spent on DermPath
* Flexible schedule, open to Part-Time or Full-Time, three to five (3-5) days/week
* Newly constructed, 14,000 SF office setting with modern finishes and full, independent on-site lab
* Experienced support staff with three (3) expertly trained histotechs
* Competitive base salary, guarantee first year
* Full benefits package
Beautiful community that offers top notch, private and public schools, lakefront living, rolling hills and landscape unlike any other area in the state.
For further information, please contact Kathleen Tait at , Ext. 170 or email your confidential CV to
myDermRecruiter is the Dermatology Recruitment Firm in the nation! Whether you are seeking your next career opportunity or need to add a provider to your practice, we can help! View Dermatology Jobs available nationwide at .
Contact:
Kathleen Tait
Dermatology Recruitment Consultant
myDermRecruiter
Office: , Ext. 170
Duration: 06 months
Work location:Dallas, TX
Summary
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through client's BANK USA and GS International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
- Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
- Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
- Ability to develop and nurture relationships with senior business leaders within cross divisional a team
- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Bachelor's Degree
ABOUT US:
As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.
With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.
Find out more about life at Alter Domus at
Alter Domus is currently seeking a Fund Accountant to join our Private Equity Fund Services Team at our Salt Lake or Ogden, Utah office. This is a hybrid position where you will work 8x a month in the office, twice a week. You can be part of a unique culture, a place that teamwork is encouraged and hard work is rewarded. The Utah location is known for its innovation in fund services and recently developed a highly successful Asset Owner Solutions offering. We offer a wide range of opportunities for growth and provide the resources you need to progress in your career of choice.
JOB DESCRIPTION:
- Assist in the preparation of financial statements, investor statements, contribution/redemption confirmations, K-1s, capital calls, distributions, audited financials and other investor communications
- Enter daily and monthly deliverables by recording journal entries, wires, loan statements and posting/reconciling trades
- Client Interaction to enhance client relationships and a dedication to doing the job right and meeting client deadlines.
- Other duties as required
QUALIFICATIONS / REQUIREMENTS:
- Financial Management
- Technical Capacity
- Communication Proficiency
- Personal Effectiveness/Credibility
- Other Knowledge, Skills and Abilities
- Highly organized and proactive, with follow-through on commitments
- Personal and professional integrity
- Strong work ethic, responsiveness and passion for customer service and quality
- Excellent team player and good interpersonal skills
- Able to handle multiple tasks and prioritize accordingly
- Good oral and written communication skills
- Ability to work with team members and manager remotely
- Ability to follow instructions and receive feedback and review comments on work prepared
- Communicate with tax team members and managers any questions or issues that arise with client work
- Proficient in Microsoft Excel
YOUR PROFILE:
- Major in accounting (BA or MAcc) or finance
- Looking to pursue a career in accounting
- Experience in accounting is preferred, but not necessary
#LI-HYBRID
#LI-ES1
WHAT WE OFFER:
We are committed to supporting your development, advancing your career, and providing benefits that matter to you.
Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.
Our global benefits also include:
- Support for professional accreditations
- Flexible arrangements, generous holidays, plus an additional day off for your birthday!
- Continuous mentoring along your career progression
- Active sports, events and social committees across our offices
- 24/7 support available from our Employee Assistance Program
- The opportunity to invest in our growth and success through our Employee Share Plan
- Plus additional local benefits depending on your location
Equity in every sense of the word:
We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong.
We celebrate our differences, and recognise that our success relies on diverse perspectives and experiences, as we work towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work.
We are committed to ensuring a welcoming recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. Alter Domus is an Equal Opportuniy Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
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