Cohen & Steers jobs in New York, NY

Job Title: Associate, Client Reporting Department: Investment Administration Reports To: Associate Director, Client Reporting FLSA Code: Non-Exempt Estimated Salary: $75,000 - $82,000 The Associate, Client Reporting will support the execution and delivery of mandated institutional client and shareholder reporting, as well as the production of firm marketing materials such as factsheets. This role involves hands-on involvement in report creation, quality control, and distribution, with a focus on maintaining accuracy, consistency, and timeliness across all deliverables. The associate will work closely with internal teams including Fund Management, Sales, Product, Marketing, Relationship Management, Legal & Compliance, and IT to ensure reporting meets regulatory and client expectations. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: Reporting Execution and Delivery * Support the timely and accurate execution of mandated regulatory and contractual reporting for institutional clients and shareholders. * Assist in the preparation and distribution of customized client reports based on specific requirements or preferences. * Coordinate with internal teams to ensure data accuracy and completeness prior to distribution. * Maintain and update reporting templates and schedules to meet established deadlines and quality standards. * Ensure consistency and integrity across standardized, customized, and marketing-related reporting outputs, including fund factsheets. * Collaborate with Marketing and Product teams to incorporate updated data, disclosures, and messaging into recurring materials. * Support the execution of ad-hoc reporting requests and assist in maintaining version control for client-facing documents. * Monitor reporting workflows and escalate any issues that may impact delivery timelines or data integrity. Process Support & Reporting Operations * Maintain data integrity across all reporting outputs and ensure consistency with firm-wide standards. * Assist in the creation, verification, and distribution of standardized and customized reporting packages and marketing materials. * Review and update procedures to reflect current workflows and reporting requirements. * Support the onboarding of new accounts and funds by helping establish reporting deliverables and timelines. * Collaborate with team members to resolve reporting issues and ensure smooth execution of reporting cycles. Minimum Requirements: * Bachelor's degree in Finance, Business, Economics, or a related field preferred. * Minimum 1 year of professional work experience. * Strong attention to detail and commitment to data accuracy. * Proficiency in Microsoft Excel; familiarity with reporting tools or data visualization platforms is a plus. * Excellent communication, organizational, and time management skills. * Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. * Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. * Is able to abide by the firm's hybrid work arrangement policy in New York City office (4 days in-office/1 day remote). Beneficial Skills and Abilities * Experience in financial reporting, operations, or client service within asset management or financial services. * Familiarity with client reporting applications; experience with Vermilion Reporting Suite is a plus. * Understanding of global institutional client reporting and marketing materials, such as factsheets. * Strong grasp of investment products and financial securities information. * Knowledge of the mutual fund industry, broker/dealer structures, and investment advisor community. * Familiarity with investment management agreements and regulatory reporting standards. * Highly motivated self-starter with the ability to prioritize effectively and manage multiple tasks. * Strong analytical and problem-solving skills, with a commitment to continuous improvement. * Knowledge of Japanese client reporting and language is advantageous. Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential • Deep experience in a quantitative discipline • Programming skills and/or math background are required • Intelligence, creativity, and problem-solving skills • A self-starter, should have ability to work independently as well as thrive in a team environment

The Role: We are seeking exceptional C++ Technologists to join our team to further enhance and build within our trading infrastructure. What You'll Do: Write high-performance C++ code Enhance our next-generation trading platform Implement mission-critical trading infrastructure What You'll Bring: A minimum of 2 years of experience writing high-performance C++ Expertise in modern C++ (C++17/20, etc.) In-depth understanding of network programming and distributed computing Market Data Knowledsge Strong knowledge of Unix/Linux fundamentals Solid grasp of data structures and algorithms

Guggenheim Securities Guggenheim Securities is seeking an experienced and results-driven Senior Sales Professional with a long-standing focus on insurance companies to join us in New York. This role requires exceptional interpersonal skills, proven ability to thrive in a fast-paced environment, and deep financial market expertise. The candidate will be responsible for sourcing new institutional investors, managing comprehensive investor relationships, and driving revenue growth across our structured products platform, including our warehouse lending business. This position requires strong collaboration with our warehouse lending, trading, syndicate, origination, and operations groups to deliver best-in-class client service and execution. Essential Job Functions * Source and develop new institutional investor relationships across asset managers, insurance companies, pension funds, banks, hedge funds, and other buy-side institutions, with a particular focus on insurance companies * Manage and expand existing investor relationships, serving as primary point of contact for key accounts * Lead client coverage strategy, including regular investor meetings, roadshows, and relationship reviews * Develop and present sophisticated trade ideas and market insights to institutional clients * Stay informed on macroeconomic trends, interest rate movements, credit spreads, regulatory developments, and other factors impacting fixed income markets * Collaborate with trading desk to price and structure customized fixed income solutions * Work closely with syndicate team on new issue allocations and investor feedback * Mentor and develop junior sales analysts and associates * Identify and implement process enhancements to improve efficiency in client servicing * Maintain accurate pipeline tracking and documentation of investor interactions Preferred Qualifications * Proven track record of strong relationships with long-term institutional investors, principally insurance companies * Deep understanding of institutional investor needs, investment mandates, and decision-making processes * Excellent verbal and written communication skills; demonstrated ability to communicate complex investment concepts to diverse constituents * Strong executive presence and ability to build credibility with C-suite and senior investment professionals * Ability to work effectively leading teams while maintaining individual accountability in a fast-paced environment * Strategic thinking combined with tactical execution capabilities * Expert knowledge of securitized fixed income products and broader capital markets * Strong analytical and quantitative skills Basic Qualifications * Bachelor's Degree * 10+ years of experience in fixed income sales, capital markets, or distribution, with demonstrated success in investor relationship management, focused on insurance companies * FINRA Series 7 and Series 63 required * Advanced proficiency with Bloomberg Terminal, Excel, and other financial tools Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $250,000 and $300,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Guggenheim is seeking an exceptional candidate to join as a sell-side Equity Research Associate to help cover the Biotechnology sector. This person will be responsible for following the progress of public/private Biotechnology companies and will support the research team in its efforts to analyze companies and make stock recommendations to institutional investor clients. In addition to a background in the life sciences, the ideal candidate will have interest in equity research and financial modeling, specifically in the Biotechnology sectors with a focus on immunology. The position is located in New York. Essential Job Functions * Provide support to the Senior Analyst through fundamental analysis and investment research in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector * Analyze individual Biotechnology companies to build and update fully integrated financial and valuation models * Write comprehensive research reports and present findings; draft reports/notes on relevant investment themes, events and breaking news * Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence clinical data and industry trends, company management and strategies * Organize physician calls for investors and investor events * Update analyst marketing handout regularly * Interact with Firm's institutional sales force and investor clients * Respond to client and internal inquiries regarding research findings and directives Preferred Qualifications * PhD in life science field * Postdoc experience in the immunology area is a plus * Exceptional analytical, verbal, and written communication skills Basic Qualifications * Bachelor's degree required * Ability to search, understand and interpret scientific and medical publications and presentations Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $140,000 and $165,000. * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

New York Credit Funds Ref # 3653 Date published 17-Nov-2025 Capital Formation and Investor Relations Attorney New York, New York About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, permanent capital, and multi-manager investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About The Position We are seeking a lawyer to work hand-in-hand with our capital formation and investor relations team (the Fortress Client and Product Solutions Group, aka "CPSG"). The position will sit in the Fortress Legal and Compliance Department and will report to the Fortress Chief Compliance Officer. The successful candidate will work with CPSG and the Fortress Legal and Compliance Department on all aspects of fund marketing, investment and ongoing investor diligence, investor reporting, bespoke documents created at the request of prospects and investors, and other public facing communications, LP transfers, significant domestic and international regulatory compliance, and non-disclosure agreements. The individual will also work with various members of the front and back office in connection with all of the foregoing. The ideal candidate will have: * A law degree with at least 2-3 years of relevant experience. * Substantive experience in the alternative investment industry, including experience doing the type of work described above. * Excellent verbal and written communication skills and strong interpersonal skills. * Ability to effectively manage multiple priorities, often with competing demands and deadlines from senior leaders of the firm. * Self-motivation with the ability to work independently and as a team player. * Excellent organizational skills. * Meticulous attention to detail. * Strong work ethic and desire to excel in a dynamic and fast-paced work environment. The base salary range for this position is expected to be between $175,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 175,000

About this role Job Title: Senior Quality Assurance Specialist - VP We are seeking a detail-oriented and experienced Senior QA Specialist to lead testing and validation efforts across hardware, software, cloud (M365) and AI-integrated solutions. This role blends deep manual testing expertise with robust automation and AI testing capabilities, focusing on quality strategy, process improvement, and cross-functional collaboration. The ideal candidate will have strong analytical skills, a user-focused mindset (ensuring an optimal end-user experience), extensive knowledge of the M365 collaboration ecosystem (Teams, SharePoint Online, OneDrive), and the ability to guide QA best practices across teams and stakeholders. Key Responsibilities Lead end-to-end testing efforts: Lead manual testing efforts for new features, releases, and integrated systems, including those in the Microsoft 365 platform (Teams, SharePoint Online, OneDrive), to ensure a seamless and high-quality end-user experience. Test planning and design: Review and analyze business requirements, functional specifications, and user stories to design effective test cases. Ensure test plans provide full coverage and traceability to requirements. Test execution and documentation: Execute test plans and document results, ensuring traceability and comprehensive coverage of all features. Identify, log, and track defects using tools like Azure DevOps, and verify that fixes resolve the issues. Cross-team collaboration: Collaborate with developers, product managers, and business stakeholders to clarify requirements and maintain agreed-upon quality benchmarks. Partner with stakeholders across AI, Engineering, and Operations to align on quality goals, testing scope, and release readiness. Validate advanced features: Validate AI and automation features for usability, consistency, and fairness using defined test scenarios. Incorporate basic networking and security considerations into test scenarios to ensure robust performance and data protection. Automation and tools: Develop and maintain light automation scripts for regression and smoke testing. Leverage Azure DevOps and similar tools to integrate automated tests where appropriate. IT lab management: Establish and manage a QA lab environment with simulation capabilities to replicate integrated system configurations and user scenarios, enabling comprehensive testing of collaboration tools, AI features, and cross-platform functionality under various conditions. Agile participation: Participate in planning, QA reviews, and release readiness assessments. Provide timely feedback during recurring stand-ups and collaborate with the team to resolve testing blockers. Process improvement: Contribute to the development and refinement of QA processes, templates, and documentation. Advocate for continuous improvement in testing strategies, workflow efficiency, and product quality. Mentorship: Mentor junior QA team members and support training initiatives by sharing best practices, conducting peer reviews of test cases, and fostering a culture of quality. Compliance and standards: Ensure compliance with internal quality standards and external regulatory requirements, including adherence to security policies and data privacy regulations in all QA activities. Technical Skills Experience: 10+ years of experience in hardware/software QA, with a focus on manual testing and some test automation. Prior experience with enterprise productivity or collaboration platforms (M365 preferred) is highly desirable. Platform diversity: Must have experience testing across multiple platforms (web, mobile, and desktop) and operating systems (Windows, mac OS, iOS). Familiarity with cloud-based environments and cross-browser compatibility testing. QA methodology expertise: Strong understanding of QA methodologies, software development lifecycles, and testing processes. Ability to develop test strategies that align with agile development stages and business goals. Microsoft 365 knowledge: In-depth knowledge of the M365 environment and services - especially Teams, SharePoint Online, OneDrive and Copilot - and how to effectively test integrations and user workflows on these platforms. AI testing & automation: Hands-on experience validating AI/ML-driven features for accuracy and usability. Proficiency with test automation tools or scripting (for regression suites or smoke tests) to complement manual testing efforts. Tools proficiency: Proficiency with test management and defect-tracking tools. Experience using Azure DevOps (or similar ALM platforms) for managing test cases, bug tracking, and release workflows is a strong advantage. Networking & security basics: Basic understanding of networking principles and security best practices as they relate to QA. Able to incorporate considerations like access controls, encryption, and network performance into test planning and defect analysis. Documentation skills: Ability to interpret technical documentation and translate it into actionable test cases. Skilled at writing clear test plans, bug reports, and QA status updates for diverse audiences. Soft Skills User-centric mindset: Demonstrated user-focused mindset with a passion for ensuring an optimal end-user experience throughout the testing process. Attention to detail: Exceptional attention to detail and analytical thinking, with a talent for spotting edge cases and anomalies that others might miss. Communication: Excellent written and verbal communication skills. Able to document findings clearly and explain complex quality issues to both technical and non-technical stakeholders. [ Collaboration: Proven ability to work both independently and collaboratively within cross-functional teams. Comfortable coordinating with product managers, engineers, designers, and support teams to drive quality improvements. Presentation: Confidence in presenting test results, quality metrics, and recommendations to stakeholders at various levels (developers, management, business partners). Adaptability: Flexible and adaptable in dynamic, fast-paced environments. Capable of adjusting to shifting priorities and new testing challenges with a positive attitude. Organization: Strong organizational and time management skills with the ability to handle multiple priorities and deadlines simultaneously. Influence: Ability to build strong partnerships and positively influence quality outcomes across teams. Proactive in advocating for quality in all phases of the development cycle. Preferred Qualifications Industry experience: Experience in regulated industries (e.g., finance, healthcare) with compliance-driven testing requirements is a plus. Advanced AI testing: Exposure to AI/ML testing frameworks or ethical AI validation practices, including experience assessing AI features for bias, fairness, or regulatory compliance is a plus. QA lab experience: Prior experience in establishing or managing QA lab environments or simulation testbeds for complex integrated systems is highly beneficial. User Acceptance Testing: Background in UAT or business process validation, working closely with end-users or business stakeholders to ensure solutions meet real-world needs. Automation strategy: Experience contributing to test automation strategy or tool selection (e.g., evaluating frameworks, setting up test pipelines) is an advantage. Certifications: Relevant certifications are a plus but not required. Examples include Microsoft 365 Certified (fundamentals or expert levels), Azure certifications, or QA certifications (ISTQB, etc.) that demonstrate additional expertise and commitment to continual learning in the field. For New York, NY Only the salary range for this position is USD$147,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role Aladdin is BlackRock's central technology platform that connects the key functions of investment management into one integrated system. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and data to create a seamless investment process. By providing a common platform and consistent information, Aladdin helps organizations make informed decisions, manage risk effectively, and trade efficiently - ultimately driving better outcomes for investors and institutions worldwide. We bring a breadth of experience across regions, strategies, and asset classes. 30 Years of experience delivering solutions 1,100 Aladdin clients 5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organization supporting Aladdin users around the world. With a collaborative team of over 400 members, we… Provide outstanding client service to users, every time Solve complex problems by delivering innovative solutions Collaborate with others, knowing we achieve more together Learn every day, question assumptions, and embrace change Foster a fun, innovative, and inclusive team atmosphere About this role Our Aladdin Client Experience team strives to offer outstanding service. Product Experts have deep subject matter expertise within Trading and Compliance. The role focuses on resolving complex client inquiries, enhancing the knowledge and capability of the service desk team, and working closely with product teams to support ongoing development and release cycles. We are united through a common zeal for overcoming hurdles, consistently growing our understanding, and guaranteeing our clients feel supported and empowered at every stage. Key Responsibilities: Escalation ownership: Act as the escalation point for complex and technical client inquiries, ensuring timely and accurate resolution Cross functional collaboration: Partner with internal teams including Product and engineering teams to troubleshoot issues and provide client insights that inform product development and feature enhancements Release readiness: Prepare and upskill the service desk team for new product features and releases Critical incidents: Partner with Engineering & SRE on health monitoring and telemetry to resolve critical incidents quickly and prevent disruption of service Knowledge development: Build and maintain service desk knowledge through structured training initiatives, documentation and other resources. Be present with our clients: Engage directly with clients to support resolution of complex inquiries, and participate in client visits and forums to strengthen relationships, deepen market & product understanding and bring client feedback into the organisation Continuous improvement: Identify recurring issues and recommend solutions to improve client experience and service efficiency Be a student every day: We foster a culture of ongoing learning. Expand your insight into our clients, their organizations, and our product to consistently elevate our service quality. Team leadership & Development: Provide guidance, mentorship and support, fostering professional growth and ensuring high-quality client interactions. Required Experience: A working understanding of one of the following product areas: Performance attribution Portfolio Modeling, Analysis, and Reporting Credit and Market Data Cloud-Based Data Warehouse Vendor Reference Data Trading support, including FIX workflows Investment Compliance Post Trade Operations Experience resolving complex client or product issues in a support or service environment A consultative approach to understanding client needs and a passion for solving problems Excellent written and verbal communication skills, with the ability to navigate complex or sensitive situations, listen actively, and respond with empathy and professionalism. Eagerness to explore new technologies and adeptness in promptly implementing newfound knowledge Ability to work collaboratively across support, product and development teams Comfortable engaging with clients directly, including representing the service desk in meetings or onsite visits. Enthusiasm for learning in a fast-paced, evolving environment Additional Experience: Experience in the creation of automation tools and support tooling preferred but not Linux/Unix knowledge is preferred but not Experience with Python, Java, REACT, or any other relevant coding languages preferred but not Proven ability to lead and mentor team members, with past experience in leading all aspects of people (e.g., mentoring, providing performance feedback, coordinating workloads). For New York, NY Only the salary range for this position is USD$110,000.00 - USD$145,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Job Title: Associate, Corporate Paralegal Department: Legal Reports To: Vice President FLSA Code: Non-Exempt Estimated Salary: $85,000 - $100,000 Provide support to attorneys advising the Corporate business of Cohen & Steers, Inc., a NYSE-listed global asset management company. Primary responsibilities include assisting with regulatory filings and public disclosure, corporate governance matters, document management and recordkeeping, and related administrative matters for Cohen & Steers, Inc., Cohen & Steers Income Opportunities REIT, Inc., a non-traded REIT, and certain international operating affiliates. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: Direct participation and support of corporate attorneys with regard to: * Cohen & Steers' public company and reporting matters, including: * Board/committee meetings attendance and preparation; * Ongoing and direct interaction with board and members of management; * Preparation, drafting and review of SEC filings; * Preparation of forms under Section 16 of the Exchange Act and tracking stock ownership of officers and directors of Cohen & Steers, Inc.; * Corporate governance and compliance, including preparation of corporate reports and filings and correspondence with the NYSE; * Earnings releases, earnings conference calls and analysts calls; * Coordination of corporate press releases; and * Shareholder and stakeholder relations. * General corporate matters, including: * Employment and compensation matters; * Commercial and vendor contract review; * Potential corporate and strategic transactions and significant events; * Public company securities offerings and issuances; * Intellectual property matters; * Internal corporate reorganizations; * Corporate compliance policies; * Commercial leases and real estate; and * Routine litigation matters. Minimum Requirements: * 1 to 3 years relevant experience. * Bachelor's Degree. * Experience with Microsoft Office Suite and the ability to learn new databases/programs quickly. * Be careful and thorough, with particular attention to detail. * Be an intelligent, bright, conceptual thinker with strong analytical skills and the ability to quickly assess a situation and generate new insights and usable ideas. * Have an outstanding reputation for professional integrity. * Be an independent entrepreneurial self-starter with the ability to get things done, exercise independent judgment and the ability to multitask. * Have excellent drafting, communication and presentation skills. * Be a consensus builder and team player with the ability to collaborate within a team and to work well more broadly within a matrix organization. * Have the cultural skills and sensitivities to work effectively in a global organization, and be able to partner and communicate with colleagues and service providers in international locations. * Demonstrates inclusive behaviors in support of a culture that values diverse perspectives Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.

New York Credit Funds Ref # 3626 Date published 15-Sep-2025 About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. Overview Fortress recently launched its first Business Development Company (BDC) with over $700 million of investor capital and is looking to hire a new dedicated Corporate Finance Specialist. A BDC Corporate Finance Specialist is responsible for ensuring that Fortress Private Lending maintains optimal liquidity, risk management and capital allocation strategy to meet its financial obligations and support the success of the BDC. This role involves projection modeling, liquidity forecasting, capital structure and ROE analysis. This person will play a critical role in capital allocation decisions and implementing policies and strategies to maintain the BDC's financial stability. This role will report into the BDC's CFO and COO. Key Responsibilities * Build and maintain internal projection model for the BDC to estimate earnings and manage the liquidity, leverage and capital needs of the business. * Build liquidity and risk management models with daily/weekly balance sheet that incorporates fund liquidity sources/uses; incorporate stress testing for investor redemptions, changes in market conditions, covenant compliance and leverage. * Prepare various reports and summaries, including financial summaries, liquidity reports and ROE analysis, for senior management and BDC stakeholders. * Support the execution of BDC financing transactions, including rating agency processes, revolver amendment activities and unsecured bond offerings, through KPI analyses and preparation of presentation materials. * Manage credit facilities in collaboration with our Financing and Treasury teams, including monitoring of borrowing base and covenant compliance for the BDC's debt facilities. * Perform ad-hoc analysis to inform capital allocation decisions, such as debt offerings, distribution levels, opportunistic activities such as JVs, etc. Qualifications: * 5-10 years of experience in the financial services industry * Professional background working in a BDC and prior experience with projection and liquidity modeling is a must * Proven ability to construct and analyze comprehensive three-statement financial projection models, with a deep understanding of the interdependencies between income statement, balance sheet, and cash flow. * Working knowledge of the Investment Company Act of 1940 and its application to BDCs * Takes initiative and is solution-oriented in all interactions. * Strong problem-solving skills. * Excellent interpersonal skills, including oral and written communication. * Ability to effectively prioritize and manage daily, weekly, and monthly workloads. * Ability to multitask while staying focused. * Bachelor's degree from a top school The base salary range for this position is expected to be between $150,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 150,000

New York Client & Product Solutions Group Ref # 3646 Date published 07-Nov-2025 Private Credit Product Specialist - Private Wealth About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the position We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks. Key Responsibilities: * Product Expertise & Positioning * Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit. * Articulate investment philosophy, process, and performance to internal and external stakeholders. * Serve as the technical lead in client meetings, roadshows, and due diligence sessions. * Client Engagement & Capital Formation * Partner with sales and investor relations teams to support fundraising across private wealth channels. * Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms. * Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries. * Product Development & Structuring * Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc). * Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency). * Marketing & Content Creation * Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs. * Contribute to thought leadership and market commentary tailored to private wealth audiences. * Internal Collaboration * Act as a conduit between portfolio managers and distribution teams. * Participate in investment committee and deal pipeline meetings, as well as product strategy sessions. Qualifications: * 8-15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role. * Deep understanding of private credit markets and fund structures. * Demonstrated success supporting capital formation in private wealth channels. * Strong communication and presentation skills; ability to simplify complex investment concepts. * FINRA licenses (Series 7, 63, 24, or 66) preferred. * Bachelor's degree required; MBA or CFA a plus. Preferred Attributes: * Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets. * Entrepreneurial mindset with a collaborative approach. * Experience with onboarding products to private wealth platforms. * Familiarity with regulatory and operational nuances of private wealth distribution. * Ability to manage multiple stakeholders and deliver under tight timelines. The base salary range for this position is expected to be between $185,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 185,000

Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Data Integrity team. The Senior Associate will be part of a team which is responsible for the creation and stewardship of security data and analytics calculations for all of Guggenheim Investments. The role provides a unique opportunity to join a dynamic, evolving, and fast paced team and will involve being a subject matter expert working directly with Trading Desks, Portfolio Management, Compliance, Client Service and other Operations groups to ensure securities are set up timely and accurately in the trading systems and their data is maintained accurately. As part of a team of experts on security level data for Guggenheim, the Senior Associate will respond to a range of inquiries from stakeholders across the firm while getting exposure to equities, Corporate Bonds, Munis, Gov't & Agency Bonds, ABS, RMBS, CMBS, Private Placements, and derivatives such as Swaps, Options and FX. The Data Integrity Senior Associate position is within the Operations department based in the Chicago and New York office. Responsibilities Key Responsibilities * Primary contact for security and issuer set-up and review. * Manage security master data across the risk management system, the portfolio accounting system, the order management system, the option trading system, and the data warehouse. * Daily review and clean-up of the data integrity suite of reports, including but not limited to: factor and coupon validation, new bonds, missing issuers, security ticker check, SEDOL check. * Daily updates and recalculations of principal and income projections. * Monthly Security Master reconciliation between the risk management system and the portfolio accounting system. * Timely response to queries affecting both the risk management system and the accounting system. * Provide support for portfolio managers and sector specialists ensuring accurate data, including fixed income analytics, sectoring, and analyst assignments. * Update and review fixed income cash flows, ensuring that the resulting bond analytics are within reasonable expectations of the portfolio desk and trading group. * Produce monthly external reporting . Qualifications Basic Qualifications * Undergraduate degree, preferably in Finance or Business-related fields * 5+ years of relevant work experience (asset management and/or middle office experience) * Strong analytical skills and experience with data analysis * Strong understanding of fixed income securities * High attention to detail, organizational skills, and ability to manage multiple inquiries under tight deadlines * Ability to lead projects to completion and troubleshoot/resolve complex issues * High proficiency in Excel, and knowledge/use of the Microsoft Office suite Preferred Qualifications * Completion of the CFA Level 1 exam is a plus, but not required * Experience using Blackrock Aladdin, Wall Street Office * Thorough deep knowledge and understanding of fixed income securities, with emphasis on Bank Loans * Ability to work in a team to create processes and influence change * Demonstrated commitment to teamwork and client service * Effective project management and communication skills * Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Salary Range Annual base salary between $105,000.00-$115,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Job Title: Director, Project Manager Department: Information Technology Reports To: VP, Project Manager FLSA Code: Exempt Estimated Salary: $125,000 - $135,000 The Project Manager, Director is responsible for leading and coordinating IT projects across business units and third-party vendors. This role involves overseeing project planning, requirements gathering, execution, testing, and deployment to ensure successful delivery on time and within budget. The Project Manager serves as a key liaison between IT and business stakeholders, providing subject matter expertise and ensuring alignment with strategic objectives. Strong leadership, communication, and problem-solving skills are essential for success in this role. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Lead and manage IT projects by collaborating with business units, IT teams, and external vendors to define project scope, objectives, and deliverables. * Oversee and facilitate requirements gathering activities, including brainstorming sessions, interviews, focus groups, and workshops, ensuring clear documentation of business and technical needs. * Ensure project requirements align with business objectives and solution designs, providing detailed specifications for developers and stakeholders. * Prioritize and organize project requirements to focus efforts on critical business needs, using process modeling and solution function analysis. * Review and obtain approval from business stakeholders on documented requirements. * Evaluate IT solution designs to ensure they meet business requirements and project goals. * Develop and manage use cases and test scenarios, coordinating integration and user acceptance testing (UAT) with business users. * Capture and track meeting notes, ensuring action items are assigned and followed through to completion. * Maintain project timelines, monitor progress, and report on project status to senior management. * Utilize project management tools and document repositories for knowledge sharing and collaboration. * Update and create project status reports to ensure visibility on progress, risks, and key milestones. Key Skills: Technical Skills: * Project Management Methodologies: Agile, Waterfall, Scrum * Software Development Life Cycle (SDLC): Understanding of various stages and processes * Budget & Financial Management: Cost estimation, financial planning, and resource allocation * IT Systems & Software Knowledge: Experience with databases, security protocols, and application development * Tools & Technologies: Microsoft Office, DevOps, Smartsheet, and Visio * Risk Management: Identifying, assessing, and mitigating project risks Soft Skills: * Leadership & Team Management: Ability to lead cross-functional teams and manage stakeholders * Communication & Presentation: Clear and effective written and verbal communication skills * Problem-Solving & Analytical Thinking: Identifying issues and developing strategic solutions * Time Management & Multitasking: Handling multiple priorities effectively under tight deadlines * Negotiation & Conflict Resolution: Managing differing stakeholder expectations and project challenges Minimum Requirements: * 10+ years' experience in project management within the financial services industry, some experience in asset management is required. * Strong understanding of SDLC and business analysis methodologies. * Experience conducting cost/benefit analysis and developing business cases. * Proficiency in documentation techniques such as data flow diagrams, interviews, and walkthroughs. * Broad knowledge of IT systems, software development, databases, and security techniques. * Understanding of budget processes and financial management. * Exceptional problem-solving, organizational, and communication skills. * PMP, Scrum Master, or other relevant certifications are a plus. * Demonstrates inclusive behaviors in support of a culture that values diverse perspectives * Is able to abide by the firm's hybrid work arrangement policy in New York City office (4 days in-office/1 day remote) This role requires a proactive leader who can drive IT initiatives, facilitate cross-functional collaboration, and deliver high-impact solutions in a fast-paced environment. Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.

Guggenheim Investments is seeking a Municipal Credit Analyst. The Municipal Credit Analyst is responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments. This position is collaborative and may be cross-functional across credit sectors and portfolio management in response to market conditions. The employee is responsible for intermediating, aggregating, and disseminating market information to credit sector teams, portfolio managers, and senior investment professionals. The employee will report to the Senior Municipal Credit Analyst/Sector Lead. The target location for this role is in our New York City office. We will consider candidates in our Santa Monica, CA office as well. Responsibilities Key Responsibilities: * Lead evaluation of specialized and complex investments utilizing all available sources of information including governing documents, published research, financial reports, news, rating agency reports, and market information * Analyze new issue and secondary market taxable and tax-exempt municipal credits to create reports, analyses, and recommendations * Create and maintain analytical models and tools that enhance credit research (e.g. sector-wide credit metric comparable, macro stress testing) * In-depth work on the legal characteristics of security structure, such as mutability of cash flow waterfalls, enforceability of tax levies, legality of issuance authorization, substitutability of indentures * Monitor portfolio holdings and municipal sectors for credit changes and material news and events * Formulate and manage sector investment thesis and strategy and communicate firm-wide, incorporating the firm's macro views * Provide the team leader with ongoing information about market sentiment, liquidity, volatility, and other market information about the sector * Prioritize investment activities considering Portfolio needs, desk resources, and market risk/value. * Create and maintain desk tools that improve investment process and efficiency (e.g., secondary offerings, trade reports, bi-weekly meeting data, credit review log) * Create and institutionalize credit research reporting, credit memo templates, and ESG analysis framework * Author the municipal sector team's Quarterly Outlook thought leadership piece * Ensure adherence with firm policies and procedures with respect to investment underwriting, compliance, trading * Direct surveillance, research, and project activities in conjunction with the Team Leader * Develop project scope and set priorities for technology and research initiatives * Assist in the creation and maintenance of marketing materials Qualifications Preferred Qualifications * Advanced degree (MFE, MBA) or equivalent educational background are desirable * 10+ years of experience on the buy side * Strong credit, finance, economic, business, and technical skills * Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner * Team oriented individual with ability to work independently and work well with diverse groups in a market-paced environment Basic Qualifications * BA/BS in a quantitative discipline to include finance, business, economics or accounting * Minimum 6-9 years of experience in credit research and analysis (buy side) * CFA or progress toward CFA is required * Experience with industry standard tools and data products such as Bloomberg, BRS, Ipreo, TM3. * Strong credit, finance, economic, business, and technical skills * Advanced Excel skills are required. SQL, Python skills are desirable * Strong written and verbal communication skills * Strong commitment to performance and accuracy of work product Salary Range Annual base salary between $160,000.00-$175,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

New York Client & Product Solutions Group Ref # 3570 Date published 29-May-2025 Internal Sales Associate, Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. About the Position The New York office has an opening for a Sales Associate in the Client & Product Solutions Group for an internal sales team member focused on private wealth distribution. The Associate will support a regional sales director and manage various aspects of the internal sales function for current and prospective investors across wirehouse, regional/independent broker dealer and RIA relationships. This position offers significant growth and career advancement opportunities. The Private Wealth Solutions Sales Associate will * Support senior sales team members in their respective territories: scheduling meetings, coordinating roadshows, facilitate meeting follow up deliverables/investor due diligence requests, updating sales pipelines, CRM management etc. * Make proactive sales calls to existing and prospective investors to strengthen the firm's relationships and build brand awareness within private wealth channels * Source new leads and relationships from various public and private outlets * Field inbound operational, product and client service-related inquiries * Collaborate with other business functions across the Fortress Credit platform on ad hoc projects and initiatives * Monitor and summarize market/industry developments and the competitive landscape The ideal candidate will have: * Bachelor's degree with a strong academic record * At least 2-3 years of financial services sales experience * Broad understanding of capital markets and alternative investments (credit/real estate a strong plus) * Prior work experience in Private Wealth Management * Advanced proficiency in Microsoft Office: PowerPoint, Excel and Word * Experience working with a CRM database (e.g., Salesforce) * Excellent verbal and written communication skills and strong interpersonal skills * Ability to effectively manage multiple priorities * Self-motivation with the ability to work independently and as a team player * Excellent organizational skills * Meticulous attention to detail * Strong work ethic and desire to excel in a dynamic and fast-paced work environment * Series 7 & 63 preferred The base salary range for this position is expected to be between $100,000 and $150,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 150,000 Minimum Salary 100,000

Experienced Analyst - Investment Banking, Healthcare Services Guggenheim Securities * Guggenheim Securities ("GS") is seeking an experienced Analyst to join its Healthcare Services Investment Banking group located in New York. The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health. Our Analysts play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of transactions and beyond. Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Analyst candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career. Essential Job Functions * Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants * Assist in the design and development of complex financial models and valuation analysis * Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks * Perform client due diligence, prepare information memoranda and other transaction-related documentation * Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm * Conduct competitive research, including identifying sector and industry trends * Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership Preferred Qualifications * 1-2 years of investment banking or equivalent M&A experience * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities Basic Qualifications * Requires a minimum of a Bachelor's degree * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $110,000 and $130,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Partners Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim's professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs. To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To apply, please visit our website: About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

New York Client & Product Solutions Group Ref # 3645 Date published 07-Nov-2025 Fortress Private Wealth Solutions Channel Marketing Manager Department: Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the Position We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. This role will be responsible for developing and executing integrated marketing strategies that drive engagement, education, and adoption of alternative investment solutions among financial advisors at Wirehouses, Private Banks, IBDs, RIAs, and other private wealth channels. Key Responsibilities: * Channel Strategy Development: Design and implement targeted marketing strategies for distinct private wealth channels, including wirehouses, independent broker-dealers, RIAs, and private banks. * Campaign Execution: Lead the development and execution of multi-channel campaigns (email, webinars, events, digital, print) to promote alternative investment offerings and thought leadership. * Sales Enablement: Partner with distribution and product teams to create compelling sales tools, presentations, and educational content tailored to channel-specific needs. * Content Development: Collaborate with internal and external stakeholders to produce high-impact marketing materials, including pitch decks, brochures, videos, and white papers. * Event Marketing: Support planning and promotion of advisor-focused events, roadshows, and conferences to enhance brand visibility and deepen relationships. * Analytics & Optimization: Track and analyze campaign performance across channels; use insights to optimize future initiatives and improve ROI. * Compliance Collaboration: Work closely with legal and compliance teams to ensure all marketing materials meet regulatory standards. Qualifications: * Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus * 10+ years of experience in channel marketing, preferably within financial services or asset management * Deep understanding of private wealth distribution channels and alternative investments (private equity, private credit, real assets, hedge funds) * Proven ability to manage complex projects and cross-functional teams * Strong writing, communication, and presentation skills * Experience with CRM and marketing automation platforms (e.g., Saleforce) * Highly organized, detail-oriented, and results-driven The base salary range for this position is expected to be between $185,000 and $185,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 185,000 Minimum Salary 185,000

We are passionate about our business and our culture, and are seeking individuals with that same drive. & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: *************** A. Position Summary The AI Business Analyst Summer 2026 Intern will help design and deliver AI solutions that address business needs across the Firm. The role involves gathering and documenting requirements, supporting testing and deployment, and evaluating tools and workflows. The intern will work closely with the AI Business Analyst team in a collaborative environment to interface with bankers and key stakeholder groups. Establishing and maintaining good relationships through strong communication is crucial, as this role involves interacting with bankers, Compliance officers, Business Management professionals, vendors, and Information Technology personnel. A successful candidate should demonstrate the capacity to work independently on specific tasks and exhibit strong proficiency in the following areas: analytical thinking (the ability to analyze and logically organize information), organization, communication (both written and verbal), self-motivation, intellectual curiosity, and attention to detail. B. Essential Functions * Partner with bankers and stakeholders to understand business objectives and identify opportunities for AI and automation that enhance productivity and decision-making. * Elicit, document, and interpret requirements for AI-related projects; present findings and recommendations clearly to guide design and implementation. * Translate business needs into user stories and actionable deliverables that enable engineering and data science teams to build solutions. * Evaluate AI-related solutions to ensure they meet business needs and can scale effectively across the organization. * Collaborate with Business Management, Data Science, Engineering, and external vendors throughout the project lifecycle-from requirements and workflow design to testing, deployment, and ongoing support. C. Characteristics The AI Business Analyst Intern should be a creative, detail-oriented thinker with strong interpersonal and communication skills. They should be able to deliver quality work under time constraints and be comfortable working with multiple teams across the organization. The intern should possess the following knowledge and abilities: * Ability to translate business needs into structured, data-informed insights and technology solutions. * Strong analytical thinking, organization, and customer service orientation. * Sound judgment, intellectual curiosity, and adaptability in a fast-paced environment. * Interest in AI, data analysis, and financial technology applications. D. Skills * Excellent communication, organization, and documentation skills. * Basic knowledge of Business Analysis, Data Analytics, or Quality Assurance. * Ability to analyze business systems and processes to identify user needs and automation opportunities. * Familiarity with generative AI tools, large language models, or automation platforms. * Basic exposure to Python, SQL, and/or other data analytics tools preferred. * Familiarity with User Acceptance Testing. E. Education & Experience Candidates should be self-motivated with a strong desire to contribute to the department and company's success. Currently pursuing a Bachelor's degree in a related field. Complete the Suited assessment. Moelis has partnered with the screening platform Suited to help us better understand internship candidates. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates. Hourly Pay: USD $36.00 (NON-EXEMPT) We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Guggenheim Securities' Capital Structure Advisory Group is a leading advisor to companies, creditors, investors, shareholders, and other constituents, navigating complex financial situations and financial distress, including comprehensive balance sheet recapitalizations, liability management transactions facilitated via amendment, exchange and consent solicitation, chapter 11 restructurings, distressed financings and distressed M&A. Recent transactions include Lumen, MultiPlan (nka Claritev), Azul Brazilian Airlines, Rite Aid, Hawaiian Electric, Hertz, Family Dollar, and the FDIC regarding the resolutions of First Republic Bank and Silicon Valley Bank. Guggenheim Securities Investment Banking unit is seeking Summer Associates to join the Capital Structure Advisory Group. This program offers an unparalleled opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity and enthusiasm for learning are highly valued. We are seeking bright, highly motivated individuals with solid finance knowledge and technical ability coupled with strong interpersonal and communications skills. Essential Job Functions * Identifying, researching and analyzing liability management, restructuring, distressed M&A and financing opportunities. * Evaluating and developing capital structure solutions and strategic alternatives for clients. * Developing, maintaining and reviewing complex financial models and valuation analysis. * Performing client due diligence. * Preparing information memoranda and other transaction-related documentation. * Preparing and contributing to delivery of client presentations and supporting deal teams in developing and maintaining financial models. * Managing and developing junior resources. Preferred Qualifications * 2-5 years of work experience. * Core modeling and valuation experience. * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management. * Highly organized, with the initiative and ability to work with limited supervision. * Excellent analytical skills and attention to detail. * Strong written and oral communication skills. * Effective process management abilities. * Interest in working in New York long term. Basic Qualifications * No jobseeker will be considered if these basic qualifications are not met. * Must be: * On track to receive an MBA or JD from a top university. * Must be on track to graduate in either December 2026 or Spring 2027. Salary Details * A salary based on an annual rate of $175,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.