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<h3>Job Description</h3>
Financial Analyst – Acquisitions Team – Real Estate
 
Join a dynamic and fully integrated real estate investment firm with a proven track record of success in the NYC market. This private equity real estate firm has over 20 years of strong performance and more than $2 billion in equity invested. With a focus on multifamily and residential apartment communities, the firm operates as a true owner-operator—managing acquisitions, property operations, construction, maintenance, and dispositions entirely in-house.
 
It’s a unique opportunity to be part of a fully integrated team involved in every stage of the investment process. This role is fully onsite, based in their Midtown office.
 
Responsibilities:
<ul>
<li>Support the underwriting of multifamily real estate opportunities across select target markets</li>
<li>Build and maintain financial models with key assumptions (rent growth, expenses, returns)</li>
<li>Research market trends, employment drivers, new supply, and rent comps</li>
<li>Review due diligence materials, including rent rolls, financials, taxes, and debt quotes</li>
<li>Contribute to the creation of investment presentations used for both internal strategy meetings and communication with funding partners</li>
<li>Maintain oversight of active acquisition opportunities, updating internal systems and tracking key market insights</li>
</ul>
 
Requirements:
<ul>
<li>Bachelor degree in Finance, Accounting, Real Estate, or a related field</li>
<li>2 years of experience with analyzing data, real estate a plus.</li>
<li>Understanding of multifamily investment analysis and core valuation metrics</li>
<li>Experience utilizing software, preferably CoStar</li>
<li>Strong attention to detail</li>
<li>Excellent written and verbal communication skills</li>
<li>Proficiency in Microsoft Excel &amp; Word</li>
</ul>
 
Salary: $100,000 - $120,000
 
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
 
Please send your resume for immediate consideration to: <a href="mailto:acook@adviceny.com" target="_blank">acook@adviceny.com</a>
 
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!
 
Advice Personnel
 *Celebrating over 35 years as one of the premier search/staffing firms serving the New York metropolitan area*

Financial Analyst - Acquisitions Team - Real Estate

<h3>Job Description</h3>
Job Title: Sr. Analyst - I*
Location: Santa Monica, CA
Duration: 9+ Months
 
Description:
We are seeking a skilled Benchling ELN Engineer to join our team. The ideal candidate will have experience in implementing and configuring Benchling's Electronic Lab Notebook (ELN) platform to support our research and development activities. The candidate should have a strong background in software development and a deep understanding of scientific workflows in Translational Medicine and Discovery Research.
 
Responsibilities:
- Collaborate with key stakeholders to understand business requirements and objectives for the ELN platform
- Analyze current business processes and workflows to identify opportunities for improvement and automation through the use of ELN technology
- Configure Benchling ELN to meet user and functional requirements
- Develop custom workflows and integrations to enhance the functionality of the ELN platform
- Develop dashboards and custom label reports leveraging Bartender
- Perform development testing &amp; troubleshooting
- Draft technical documentation
- Deliver technical build according to sprint sessions &amp; assess work effort
- Monitor system performance and troubleshoot any issues that arise, ensuring the smooth operation of the ELN platform
 
Qualifications:
- Bachelor's degree in Computer Science, Engineering, or a related field
- 3+ years of experience implementing and configuring Benchling ELN
- Strong understanding of laboratory operations and scientific workflows
- Strong programming skills in languages such as Python, JavaScript, or Java
- Experience development dashboards &amp; custom reports leveraging Bartender
- Experience with Zebra printers &amp; barcoding technologies
- Experience working in a scientific research environment
- Solid understanding of development best practices including SDLC
- Experience with computer system validation

Senior Research And Development Engineer

<h3>Job Description</h3>
Position Description 
 
The Vice President of Investor Relations (VP of IR) is a key leadership team member responsible for developing and leading a robust investor relations and corporate communications function that enhances shareholder value and strengthens Titan’s reputation in the capital markets. This role is the primary bridge between the company’s executive leadership and the investment community, including current and prospective institutional investors, equity analysts, debt holders, credit agencies, and Titan Cement International stakeholders.
 
The VP of IR will lead the articulation of the company’s business model, growth strategy, financial performance, and ESG commitments, ensuring alignment and transparency across all communications. The role will also take ownership of external corporate messaging, media engagement, and reputation management, playing a critical role in shaping Titan America's public profile in the U.S. and contributing to the group-level investor strategy for Titan Cement International.
 
Reporting to the CFO, this role may be based in Boca Raton, Florida, or Norfolk, Virginia. 
 
Key Responsibilities
Investor Relations Strategy &amp; Capital Markets Engagement
<ul>
<li>Lead the design and execution of a comprehensive investor relations program that supports fair valuation and enhances the company’s credibility with the investment community.</li>
<li>Act as a trusted advisor to the CFO and CEO on investor sentiment, shareholder activism risk, capital allocation strategy, and peer positioning.</li>
<li>Serve as the primary point of contact for investors and analysts, responding to inquiries, cultivating relationships, and proactively communicating company developments.</li>
<li>Prepare and oversee all investor-facing materials including:</li>
<li>Quarterly earnings announcements, scripts, call logistics, and Q&amp;A preparation</li>
<li>Investor decks, fact sheets, and supplemental disclosures</li>
<li>ESG and sustainability performance reporting (in coordination with Titan Cement International)</li>
<li>Coordinate with Titan Cement International’s investor relations team to ensure consistency and accuracy of disclosures and messaging across markets.</li>
</ul>
Market Intelligence &amp; Financial Storytelling
<ul>
<li>Monitor market trends, industry developments, sell-side analyst models, and competitive benchmarks to provide insights to senior management and shape IR strategy.</li>
<li>Synthesize operational and financial results into a clear, compelling narrative for external audiences.</li>
<li>Analyze shareholder composition, trading activity, and valuation metrics to inform targeting strategies and investor engagement.</li>
<li>Partner with the finance team to model earnings forecasts, KPIs, and scenario analyses that support investor communications.</li>
</ul>
Corporate Communications &amp; Public Messaging
<ul>
<li>Develop and implement an integrated corporate communications strategy that supports Titan America’s business objectives, brand identity, and stakeholder engagement.</li>
<li>Manage relationships with media outlets, journalists, trade press, and external PR advisors to proactively shape coverage of Titan America.</li>
<li>Lead the development of speeches, media statements, op-eds, and press releases for key announcements, crises, or thought leadership.</li>
<li>Act as company spokesperson when appropriate, representing Titan in public forums, panel discussions, and industry conferences.</li>
</ul>
ESG &amp; Sustainability Communications
<ul>
<li>Work closely with ESG, operations, and technical teams to ensure transparent reporting and storytelling around Titan America’s decarbonization roadmap, circular economy practices, and sustainability goals.</li>
<li>Support alignment with Titan Cement International’s sustainability disclosures (e.g., CDP, TCFD, GRI) and drive stakeholder understanding of the company's environmental and social commitments.</li>
</ul>
Executive Support &amp; Internal Alignment
<ul>
<li>Brief and coach executive leadership and board members on investor perceptions, analyst expectations, and capital market conditions.</li>
<li>Provide detailed feedback from investors to inform strategic planning, financial reporting, and messaging priorities.</li>
<li>Collaborate across functions—Finance, Legal, Strategy, Operations, HR, and Sustainability—to ensure messaging accuracy and regulatory compliance.</li>
<li>Lead and mentor a high-performing team to build internal capability in IR, communications, and stakeholder engagement.</li>
</ul>
Qualifications &amp; Experience
<ul>
<li>Bachelor’s degree in Finance, Accounting, Economics, Communications, or related field. MBA or CFA preferred.</li>
<li>Minimum 12 years of experience in investor relations, equity research, investment banking, or corporate finance, ideally within the building materials, construction, manufacturing, or industrial sectors.</li>
<li>Strong understanding of GAAP and IFRS accounting standards, valuation methodologies, and capital markets.</li>
<li>Demonstrated ability to translate complex financial and operational data into strategic messaging for external stakeholders.</li>
<li>Exceptional written, verbal, and interpersonal communication skills.</li>
<li>Prior experience with ESG reporting, shareholder activism, M&amp;A communications, and media relations is highly desirable.</li>
<li>Strategic thinker with strong business acumen, leadership presence, and executive credibility.</li>
<li>Willingness to travel periodically for investor meetings, site visits, and corporate events.</li>
</ul>
 
Please visit <a href="http://www.titanamerica.com" target="_blank">www.titanamerica.com</a> for more information on Titan America LLC.

Vice President of Investor Relations

<h3>Job Description</h3>
Job Description
Founded in 1985, ATS is a company with a presence in the United States, Mexico and the United Kingdom. We are professionals in Industrial Maintenance and we make factories run better.
Fundada en 1985, ATS es una empresa con presencia en los Estados Unidos, México y el Reino Unido. Somos profesionales en mantenimiento industrial y hacemos que las fábricas funcionen mejor.
Principal Duties / Responsibilities:
<ul>
<li>Promotes and adheres to the ATS safety culture.</li>
<li>Ensures compliance with regulatory requirements and ATS policies and procedures.</li>
<li>Partners with internal/external customer for engineered solutions to improve reliability and throughput.</li>
<li>Identifies opportunities for Capital Expenditures for equipment replacement (develops and communicates ROI).</li>
<li>Highly knowledgeable in operating systems, critical elements, and best practices to enable a precision reliability culture.</li>
<li>Knowledgeable application of common precision tools and practices.</li>
<li>Partners with peers to perform reliability centered maintenance and deliverables (equipment specific maintenance plan -ESMP).</li>
<li>Actively collaborates with maintenance team on the use of predictive, preventative, and precision maintenance technologies and strategies designed to identify or control risks prior to failure and ensure optimum maintenance execution. </li>
<li>Partners with peers to perform failure mode &amp; effects analysis.</li>
<li>Understands Work Execution Management (WEM) &amp; improvements identified through reliability strategy session performance.</li>
<li>Performs ATS Root Cause, Bad Actor, and Fault Tree Analysis.</li>
<li>Communicates with leadership on alignment of ATS/Customer KPIs.</li>
</ul>
Knowledge, Skills, Abilities (KSAs), &amp; Competencies: 
Essential KSAs: 
<ul>
<li>Bachelor's degree in engineering (ABET accredited) or equivalent experience (ex. heavy industrial maintenance, reliability, or operations experience).</li>
<li>Minimum of one year of reliability experience.</li>
<li>Demonstrates ability to use reliability tool sets.</li>
<li>Experience in Performance of RCA.</li>
<li>Involvement with RCM &amp; FMEA.</li>
<li>Master Level Proficiency in Predictive Technology.</li>
<li>Vibration I Certification.</li>
<li>Machine Health Monitoring Intermediate Proficiency.</li>
<li>Experience with Work Execution Management.</li>
<li>Technical understanding of electrical or mechanical components, tools, and designs.</li>
<li>Partners with peers to complete a failure mode effects analysis, cause and effect diagrams, root cause failure analysis, life-cycle costing, and risk analysis.</li>
<li>Ability to research and apply new equipment technology / trends.</li>
<li>Robust problem solving, mathematical, analytical, and decision-making skills.</li>
<li>Proficiency with computers, maintenance systems, and applications, including Microsoft Office.</li>
<li>Intermediate verbal communication, facilitation, and presentation skills.</li>
<li>Strong reporting and technical writing capability. </li>
<li>Ability to build and maintain positive, professional relationships.</li>
</ul>
Desirable KSAs
<ul>
<li>Desire to develop into a leadership role</li>
<li>Experience with data trend analysis, vibration analysis, motor current analysis, oil analysis, lubrication and hydraulic testing, laser alignment, nondestructive testing, infrared thermography, ultrasound technology, acoustic reliability technology, Weibull analysis, and Six Sigma or Lean Manufacturing methodologies</li>
<li>Knowledge of various government regulations such as, Current Good Manufacturing Practice (cGMP), National Electrical Testing Association (NETA), Environmental Protection Agency (EPA), and Occupational Safety and Health Administration (OSHA)</li>
<li>Demonstrated Leadership skills and experience leading cross functional teams</li>
<li>Infrared I Certification</li>
<li>Ultrasound I Certification</li>
<li>Maintenance Lubrication Analyst I Certification</li>
<li>CMRP/ARP/CRP/CRL Certification</li>
<li>Green Belt certification</li>
<li>STS certification</li>
</ul>
Competencies: 
<ul>
<li>Drive &amp; Motivation</li>
<li>Interpersonal Skills</li>
<li>Task Management</li>
<li>Strategic Skills</li>
<li>Customer Focus</li>
<li>Self-awareness</li>
<li>Management &amp; Leadership</li>
</ul>
Physical Demands and Working Conditions: 
While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to sit. The employee must occasionally lift and/or move more than 50 pounds. The employee is regularly required to use close vision and color vision. The employee is occasionally exposed to outside weather conditions and risk of electrical shock. Work is typically performed in a factory environment and is usually very loud. In the factory environment, the employee may be exposed to hazardous materials and/or greasy or slippery factory floors.
ATS is committed to providing equal employment opportunities in all aspects of employment to all applicants and employees without regard to age, color, race, religion, national origin, disability, veteran status, genetic information, or other legally protected status. Review the privacy policy here.
ATS se compromete a brindar igualdad de oportunidades de empleo en todos los aspectos del empleo a todos los solicitantes y empleados, independientemente de su edad, color, raza, religión, sexo (incluido el embarazo, identidad de género y orientación sexual), origen nacional, discapacidad, estatus de veterano, información genética u otro estatus legalmente protegido. Revisión de la política de privacidad aquí here.

Aseptic Process Engineer

<h3>Job Description</h3>
SUMMARY 
Candidate is primarily responsible for ensuring company’s contracting and business credentials are properly applied for, distributed, maintained and documented. Responsibilities frequently cross over into the area of taxation, and the licensing discipline is administered within the Tax Department (providing opportunities to work in concert with staff tax accountants).
 
ESSENTIAL FUNCTIONS
<ul>
<li>Prepare applications, renewals, and payments for contractor/business licenses, registrations and permits, while partnering with other departments (as required) in the process. Maintain license repository enabling a transparent environment for company credentials. (In the event licenses or registrations are processed by other departments, Analyst will be responsible for receiving and retaining similar credentials within central repository.)</li>
</ul>
 
<ul>
<li>Monitor expiration dates of contractor/business licenses, registrations and permits to ensure necessary credentials remain current and active, and do not lapse. Provide assistance with strategies relating to hiring, replacing and assigning subject matter experts (qualifiers) to specific construction industry credentials. Research eligibility of candidates, and work with management to assess optimal ways to transition existing and future personnel. </li>
<li>Perform statutory and municipal research to ensure industry compliance and to fulfill optimal operating strategies for potential growth or expansion into other state and local markets.</li>
</ul>
 
<ul>
<li>Prepare and provide reports to management (as required) in relation to licensing metrics, including annual costs. Supply corporate documents to other departments such as Fleet, Marketing, DOT, Safety and HR. Support teams with applications and disclosures required for regulatory compliance. Research regulations for new or existing divisions and new trade or contracting work scopes. Develop routine status reports and present to management at periodic meetings. Contribute to (or develop) processes for continuous improvement. Support divisions with license applications and questions. Help to train divisions regarding license compliance processes and current license policy protocols.</li>
</ul>
 
<ul>
<li>Decision-Making Level and Scope – Job entails decisions regarding how tasks within the licensing scope should be prioritized and completed, and how compliance documentation will be optimally processed. Decisive action must be taken in order to successfully handle various work streams involving deadlines, while ensuring the integrity of content on applications and without compromising accuracy.</li>
</ul>
 
EDUCATION AND CERTIFICATIONS
<ul>
<li>Minimum Degree: Bachelor’s Degree (paralegal, accounting or tax, construction background a plus)</li>
<li>Course of study: Accounting, Tax, Legal, Contracting Operations </li>
</ul>
 
EXPERIENCE 
<ul>
<li>Minimum experience: Minimum 3-5 years of related experience</li>
<li>Preferred Industry Experience (Construction, Specialty Contracting, State Compliance, etc.): </li>
<li>Legal Age Requirements: At least 18 years of age</li>
</ul>
 
REQUIRED SKILLS
<ul>
<li>Excellent writing and oral communication skills.</li>
<li>Proficiency with Microsoft products (Word, Excel, PowerPoint, SharePoint) </li>
<li>Experience creating and working with spreadsheets, and pivot tables</li>
<li>Able to draft concise and clear correspondence to support applications and abate penalties</li>
<li>Detail oriented when reviewing and completing applications</li>
<li>Familiarity with state agency regulations</li>
<li>Strong research and organizational skills</li>
<li>Able to maintain confidentiality and adhere to high standards of integrity and ethics</li>
</ul>

Compliance Officer

<h3>Job Description</h3>
Position Overview: 
 
Veracity Engineering has an exciting opportunity for a Tech Support Analyst at the William J. Hughes Technical Center in Atlantic City, NJ. The successful candidate will research, implement and/or maintain security solutions. The schedule for the position is 4-days onsite and 3 days off from 7:00pm - 7:00am.
 
Essential Duties and Responsibilities:
 
Technical support varies widely. In ATS, technical support includes everything from modification of facilities, to testing sites, remediation of sites, and similar technician activity. In BAM, technical support includes graphical artist specialists. In CSD, technical support includes graphical design. For ES, technical support means technicians to support the engineering efforts. These may be testing technicians, installation technicians, support technicians, etc. In CSD, technical support is help desk, computer installation, copier support, telephone support, etc. In equipment maintenance, the technical support is an equipment repair technician and includes depot through field repairs.
 
<ul>
<li> (PRIMARY DUTY) Day-to-day operational system administration supports administer, monitor, and maintains a large-scale computer network and related software, hardware, and configurations</li>
<li>Providing technical and system administration support through troubleshooting, identifying and isolating issues, conducting root cause analysis, and implementing appropriate solutions to software and system issues as they occur</li>
<li>Responding to program-related issues, resolving problems, and stakeholder</li>
<li> Prepare technical documentation that accurately depicts the problem and/or solution and provides it to the system owner</li>
<li> Identifying and analyzing issues that affect the performance of the system, and working in close coordination with the development team and recommending solutions for the issues</li>
<li> Recommending and implementing system enhancements that will improve the performance and reliability of the system including installing, upgrading/patching, monitoring, problem resolution, and configuration management.</li>
<li> Analyzing and identifying discrepancies in the system, assessing the risks, and suggesting solutions while adhering to security standards</li>
<li> Resolving Linux system errors, crashes, and disk space problems</li>
<li>Communicating effectively at all levels of the organization, with internal and external customers, in written and oral format</li>
<li> Interacting with stakeholders, including providing advice and troubleshooting of issues</li>
<li> Available for on-call support</li>
<li> Performing disaster recovery operations and data backups</li>
<li> Serve as first level support for customers seeking technical assistance; respond to incoming calls and emails regarding service-related inquiries for TFMS &amp; DSP issues</li>
<li>Experience with C## and c++</li>
<li>Resolving Linux system errors and crashes, disk space problems, huge file system and full </li>
</ul>
disk errors; available for on-call support.
 
III. Requirements:
Education: 
<ul>
<li>Must have high school diploma.</li>
</ul>
Experience: 
<ul>
<li>5+ years of relevant experience.</li>
<li>Must have experience with Linux.</li>
<li>C++</li>
<li>C##</li>
</ul>
Skills: 
<ul>
<li>Excellent problem-solving and analytical skills.</li>
<li>Strong communication and teamwork abilities.</li>
</ul>

Technical Support Specialist

<h3>Job Description</h3>
JOB TITLE: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Broker Trainee/Research Analyst
DEPARTMENT: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Operations
REPORTS TO: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Head of Operations and People / Managing Partner
EMPLOYMENT STATUS:&nbsp;&nbsp;&nbsp;Full-time; Hourly 
 
JOB SUMMARY
Join ECR's dynamic team and embark on an exciting career journey as our Broker Trainee/Research Analyst. This pivotal role is not just about data analysis and management; it's your gateway to a successful future as a Commercial Real Estate Broker. We've meticulously designed this program to groom you into a highly skilled broker within 18-24 months, and your contributions will play a key role in our mission to deliver exceptional service to our clients and the Austin community. As a Broker Trainee/Research Analyst, you'll spearhead collecting, analyzing, and disseminating critical commercial real estate market insights while adeptly managing our Salesforce-based Customer Relationship Management (CRM) system. This is a rare and invaluable opportunity to become part of a closely-knit family of professionals who are dedicated to becoming a top-tier service provider in the thriving Central Texas market. Your journey towards becoming a successful Commercial Real Estate Broker begins here.
 
DESIRED QUALITIES IN AN APPLICANT
Our Broker Trainee Research Analyst should exhibit: 
1. Hunger for Client Success: A deep-seated motivation fueled by a passion for serving clients in commercial real estate brokerage. 
2. Analytical Excellence: A keen analytical mind that thrives on dissecting complex market data and drawing meaningful insights.
3. Detail-Oriented Prowess: A penchant for the finer points, ensuring nothing escapes your meticulous scrutiny.
4. Swift Agility: The ability to operate at a dynamic pace, seamlessly adapting to the ever-evolving real estate landscape.
5. Team Synergy: A team player who thrives in a collaborative environment, contributing to a culture of shared success.
6. Time-Management Wizardry: Exceptional time-management skills to juggle multiple tasks and priorities with finesse.
7. Organizational Virtuosity: A talent for maintaining order amidst complexity, ensuring everything is in its right place.
8. Research Acumen: Proficiency in research methodologies, turning data into actionable intelligence.
8. Communication Mastery: Effective communication skills to convey your insights and collaborate effectively with team members and clients.
9. Zeal for Growth: A fervent desire for continuous improvement fueled by a hunger for personal and professional development.
10. Versatile Adaptability: The versatility and flexibility to excel in an environment where the demands may vary, and challenges are met with enthusiasm.
If you possess these qualities and are committed to your journey towards becoming a successful commercial real estate broker, we invite you to be a part of our team. Your potential is our priority.
 
KEY RESPONSIBILITIES:
Salesforce CRM:
· Manage, execute, and track development of system
· Lead team training and create tutorials
· Develop informative reports and dashboards
· Liaise with Salesforce support team
· Enter data
Commercial Real Estate Research:
· Prepare quarterly market reports (office and industrial)
· Track and manage list of Austin’s commercial construction project pipeline
· Capture, analyze, and distribute market information
· Manage and develop transaction comparable database
· Support brokers’ research as needed
Operations and Marketing Support:
· Collect relevant news articles for marketing blast content
· Create broker tour packets as needed
· Assist with other projects as needed

QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Requirements listed below are representative of the knowledge, skill, and/or ability required.
Education &amp; Experience:
· Undergraduate degree required
· Strong interest in commercial real estate 
· No direct experience necessary
Software:
· Proficiency in Salesforce
· Proficiency in Microsoft Excel and Word
· Prior use of CoStar a plus, not required
· Prior use of Podio a plus, not required
Attributes:
· Positive attitude, the ability to communicate effectively with a team, willingness and drive to learn, team-oriented, dependable, organized, assertive, and resourceful.
Abilities:
· Work independently, efficiently, and meet tight deadlines
· Communicate proactively to ensure understanding of assignments and instructions
· Present research findings effectively
· Decisive reasoning to determine the best course of action during research projects

Broker Trainee/Research Analyst

<h3>Job Description</h3>
Senior Business Analyst
Location: Hybrid - Deerfield Beach, FL (3 days a week onsite)
Position Type: Contract (multi-year, open ended)
 
Responsibilities: 
<ul>
<li>Building User Stories according to the requirements and making sure that they meet the acceptance criteria</li>
<li>Organizing the Product Backlog based on the prioritization provided by the Product Owner</li>
<li>Serve as a business advisor whose primary role is to support the Product Owner by analyzing, facilitating dialogue, and getting the correct information to the product owner</li>
<li>Provide customers a high quality and consistent level of proactive and professional IT service, to maintain, enhance and implement technology solutions that enable business processes and operations</li>
<li>Work to create and maintain positive customer relationships that bolster open communication, reliability, trust, and service loyalty</li>
<li>Be accountable for managing and delivering support requests, enhancements, and projects for assigned Business Unit / Products. This includes the planning, troubleshooting, facilitation of problem solving, and conveying a variety of requests, incidents, and problems independently within multiple areas</li>
<li>Partner with external and internal customers and vendors to analyze business needs and work with teams on solutions</li>
<li>Cross-train to learn applications across the assigned Business Unit application portfolio</li>
<li>Learn the processes and tools needed to perform the role effectively</li>
<li>Serve as the conduit between the business partners and the technical team through triage, research, requirements, testing, and support</li>
<li>Work with technology teams, business teams, vendors, and subject matter experts to perform daily activities</li>
<li>Lead in identifying the business impact of system issues and facilitate communication as appropriate to stakeholders</li>
<li>Lead assigned initiatives. Communicate status, issues or risks to management and stakeholders</li>
<li>Perform on-call responsibilities including nights, holidays, and weekends</li>
<li>Elicit, understand, interpret, and represent functional and nonfunctional requirements to include business and stakeholder requirements, data and information requirements, data integration, metadata, data quality, service levels and performance</li>
<li>Plan and facilitate requirement gathering workshops using a variety of techniques such as Joint Application Design (JAD) sessions, interviewing, brainstorming, job shadowing, user stories</li>
<li>Document business, system processes and requirements</li>
<li>Engage and speak with senior management as appropriate</li>
<li>Create and facilitation of testing strategy, test plans and test scripts</li>
<li>Analyze, categorize, document, and validate requirements to the appropriate level of granularity so that technical teams can translate to system design</li>
<li>Work with quality assurance and business teams in defining the QA (Quality Assurance) strategy, test plans and use cases for QA activities</li>
<li>Convey planned and unplanned activities to appropriate parties as needed</li>
<li>Anticipate and understand the impact of changes in business objectives and its effect on project scope and the downstream impact.</li>
</ul>
 
Requirements:
<ul>
<li>Bachelor's degree in IT or related field</li>
<li>5+ years of work experience as a business analyst with working knowledge of multiple areas of Business Analysis (concepts, principles, and practices)</li>
<li>Understanding of software development lifecycle and models/methodologies</li>
<li>Prior experience in Agile environment is required</li>
<li>Knowledge of SQL is a plus</li>
<li>Experience on projects involving data analysis, data mapping, data integration and/or data warehousing is a plus</li>
<li>Knowledge of data profiling, cleansing and data conversion processes, techniques and/or tools is a plus</li>
<li>Understanding of data management principles, data modelling concepts and techniques</li>
<li>CBAP (Certified Business Analysis Professional) and/or CDMP or CBIP certification(s) is preferred</li>
<li>Analytical, problem-solving, and decision-making skills,leveraging both logic and creativity to interpret complex concepts and information</li>
<li>Ability to adjust approach to meet all types of customer communication styles, preferences, and management levels</li>
<li>Proficiency in translating technical verbiage and complex processes into business-friendly terms</li>
<li>Must have clear interpersonal, written, and verbal communication skills</li>
<li>Demonstrate ability to quickly build relationships within and between individuals and cross- functional teams and respond to customers in a compassionate manner</li>
<li>Be a self-starter, highly flexible and adaptable</li>
<li>Must be Highly organized with good time management and follow-up skills</li>
<li>Strong Facilitation and meeting management skills</li>
<li>Must have willingness to learn and proactively accept and manage change to accomplish positive outcomes</li>
</ul>

Senior IT Business Analyst

<h3>Job Description</h3>
EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a collaborative, organized and hardworking Deal Operations Analyst, who has a strong interest in the pre-IPO space. 
 
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 35,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.
 
WHAT YOU’LL DO
<ul>
<li>Manage deal process/execution, working cross-functionally with the Sales, Research, Legal, and Compliance teams to drive deals to a timely close</li>
<li>Communicate directly with clients, shareholders, and investors to collect all documents necessary for the transaction</li>
<li>Identify ways to automate and optimize the deal processes / business methods and partner with Product/Engineering to execute as it aligns with our workflow goals</li>
<li>Design and execute data analytics to improve our understanding of our Marketplace and assist with platform, product, and process decisions</li>
<li>Ad hoc projects as necessary</li>
</ul>
 
THE RIGHT STUFF
<ul>
<li>0-1 years’ work experience or recent graduate with internship experience</li>
<li>Previous internship experience in private placements, capital markets, FinTech marketplaces, internet-based investment firm, crowdfunding, or P2P lending</li>
<li>Passion for the world of finance, technology, and the pre-IPO space</li>
<li>Self-starter who is willing and excited to roll up their sleeves and learn</li>
<li>Strong attention to detail both in writing and with numbers (noticing and resolving balances that don’t reconcile or don’t make sense)</li>
<li>Systems thinker with the ability to quickly understand and map complex processes, identify risks in the process and root causes of issues that arise, and design &amp; implement controls and process improvements to make the our deal process more efficient and better controlled </li>
<li>Undergraduate degree</li>
</ul>
 
BONUS POINTS IF YOU HAVE 
<ul>
<li>Entrepreneurial spirit and interest in the world of venture capital</li>
<li>Experience with data analytics and modeling</li>
</ul>
 
SALARY 
$80,000 annually
 
EquityZen also offers stock options, full employee benefits (health, dental, vision), individual professional development and wellness budget, generous time off policies and more!
 
EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.

Deal Operations Analyst

<h3>Job Description</h3>
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. In order to make this a reality, we work tirelessly to make sure all the key trading features – like a comprehensive news cycle, real-time market data, and analytical tools -- completely free. At Webull, we pride ourselves on our consistent platform innovation and granular datasets that will drive our customers to make smarter financial decisions. 
 
About The Role &amp; Team 
 
We are looking for a talented financial services professional to join our Banking Operations team as a Banking Analyst. This team is the crossroads where all departments meet and as a Banking Associate you will play a pivotal part in middle office operations for our Canadian/international banking operations. Reporting to our Associate Director of Operations, this is an exciting opportunity to drive process improvements and optimize.
 
In This Role, You Will 
 
<ul>
<li>Serve as the first point of contact for banking-related issues in the Canadian Market and international business. </li>
<li>Provide support during non-standard working hours to address urgent issues as they arise. </li>
<li>Organize and coordinate vendor meetings, send agenda, and take meeting minutes.</li>
<li>Coordinate the vendor integration process and enhance the new user experience with current vendors, ensuring active involvement from initiation to completion.</li>
<li>Help draft reminders and disclosures for the UI page and test new updates on cash transfer/foreign exchange features in the app/desktop/website.</li>
<li>Investigate and resolve inquiries regarding incoming wire transactions, reversals, accurately posting them to customer accounts and adding/reducing buying power as necessary.</li>
<li>Review bank statements daily to facilitate the unfreezing of ACH/EFT banking links.</li>
<li>Confirm and support the verification processes for outgoing wires and check requests.</li>
<li>Contribute to the optimization of operational processes and workflows.</li>
<li>Take ownership of client issues by conducting thorough research and ensuring effective communication and resolution.</li>
<li>Diligently follow risk controls and escalation procedures during fraud investigations to minimize exposure to risk.</li>
</ul>
 
The Skills You Bring
<ul>
<li>Bachelor’s degree in Finance/Economics/Business management or related field.</li>
<li>Familiarity with cash transactions (such as EFT, e-transfer, Bill pay and wire transfers for Canada, ACH, wire, debit card for US and Exchange for other markets)</li>
<li>Familiar with Fraud techniques and resolution</li>
<li>Proven ability to work efficiently and accurately under pressure in a fast-paced, multitasking environment </li>
</ul>
 
What Makes You Stand Out
<ul>
<li>Prior experience in banking or financial services operations</li>
<li>You have your SIE or Series 7 License</li>
<li>You are a creative, fast-learner and exceptional attention to detail</li>
<li>Fluent in Mandarin </li>
</ul>
 
Why Webull?

At Webull, we’re more than just a company – we’re a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
 
We believe that taking care of our people is the key to success. That’s why we offer an exciting suite of benefits designed to support you and your loved ones:
 
<ul>
<li>Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!</li>
<li>Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.</li>
<li>Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.</li>
<li>Wellness &amp; Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.</li>
<li>Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.</li>
</ul>
 
 
At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $65,000–$80,000per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate’s skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations. 
 
This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We’re proud of the dynamic culture we’ve created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
 
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

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