Finance planner jobs in District of Columbia - 406 jobs

We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment. Responsibilities: Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections. Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review. Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated. Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration. Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates. Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership. Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc. Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives. Education and Experience: Bachelor's degree in Accounting, Finance, Economics, or a related discipline. 1-2+ years of relevant experience in FP&A, corporate finance, or accounting. Strong analytical and quantitative skills with the ability to interpret financial data clearly. Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis). Experience with or exposure to Yardi or similar reporting/ERP systems preferred. Real estate industry experience is a plus. Familiarity with financial reporting structures and budgeting systems preferred

Job ID 2025-13179 # of Openings 1 Category Finance Benefit Type Salaried High Fringe/Full-Time LMI seeks a Budget Analyst with public-sector experience to support a federal program management office in Washington, D.C. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate travel and trade. As part of our high-performing team, you will augment our vital work to provide "eyes and ears" technology to protect our nation. LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed. Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors-helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value. Responsibilities Supports budget formulation for the client's programs by compiling estimated costs in the required categories and creating alternative versions to fit specified scenarios Collaborates with program staff members to develop resource allocation plans (RAPs) and congressional justifications (CJs) Provides analysis and data to ensure that program budgets align with strategic and programmatic goals and adhere to fiscal guidance and DHS and federal government budget policy Creates purchase requisitions in SAP Maintains program and contractor cost baselines Develops, reviews, and implements project-level spend plans, and conduct recurring reviews of program resource utilization to identify issues that might affect the program's overall objectives Prepares periodic reports on the allocation, status, tracking, commitment, obligation, and expenditure of funds Prepares and process funding documents, identify program funding variances, recommend appropriate reprogramming actions or corrective actions, and report reconciled status of funds Qualifications Required: A Bachelor's or Master's degree in accounting, business, management, or a related discipline 3-10 years of financial management experience Experience working with financial management software and tools such as SAP and INVEST Ability to communicate clearly with a variety of stakeholders Ability to demonstrate initiative and effectively solve problems Strong communication skills, both oral and written A true team player who maintains a positive attitude in a dynamic environment Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications Preferred: Active U.S. Customs and Border Protection background investigation is a significant plus Previous work formulating or executing CBP budgets Relevant certification such as Certified Government Financial Manager (CGFM) Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint; skills in advanced Excel techniques including pivot tables, macros, and validation look-ups Target salary range: $90,000 - $140,000. Final compensation will be determined by a variety of factors including but not limited to your skills, experience, education, and/or certifications. The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances. LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Budget Analyst (Hybrid) $62,159.00 - $118,558.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. This position is located in Washington, DC with the Office of the Chief Financial Officer. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department. Duties include, but are not limited to: Validating the accuracy of budget requests, performing special analysis of specific budgetary programs and projects, providing recommendations and accurate budget projections. Coordinating with program managers and other financial personnel to obtain sufficient information to provide sustainable justification for requests. Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance. Providing continuous oversight of the program's expenditure of approved funds. Developing guidance and tools to increase department's ability to make proper budgetary formulations, execution determinations, and planning decisions. Assessing the impact of revised budget execution policy and timetables, and providing guidance to program management concerning status of funds and issues. Preparing budgetary documents, including tables, reports, letters and memoranda. Performs other related duties as assigned. Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters. For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4 th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit *************** The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance. The Advisor: Technology Innovation - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals. Reporting to the Senior Manager: Technology Innovation, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology. While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices. Responsibilities may vary and grow as the team matures and the role progresses. Responsibilities Essential Functions: Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice. Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on. Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions. Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers. Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs. Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions. Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions. Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment. Perform other duties as assigned or required to meet Firm goals and objectives. Align working hours as necessary to support global teams and business partners. Qualifications Education/Training/Certifications: JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered. 2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider. Professional Experience: Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred. Knowledge of the lifecycle of a Finance legal matter is strongly preferred. Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable. Experience in business analysis, solution design, consulting and/or client-facing roles. Demonstrated use of business requirements elicitation and documentation skills. Technical Skills: Required: Proficiency in Microsoft Office products. Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis). Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods. Preferred: Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end. Performance Traits: Ability to communicate technical concepts in clear, non-technical language to stakeholders. Strong customer service and problem solving mindset. Effective team player in diverse environments; thrives under pressure and meets shifting deadlines. Pragmatic, self-motivated, flexible and good team player. Self-starter with high initiative; detail-oriented, organized, and multitasking. Maintain confidentiality and discretion Physical Requirements: Light lifting; up to 20 lbs. Open to regional and/or global travel, as needed. The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1 The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1

Counter Threat Finance (CTF) Planner We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As a CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. What You'll Do * Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. * Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. * Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. * Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. * Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. * Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. * Assist in designing and developing a DoD CTF certification program to build long-term expertise. What We're Looking For * High School diploma plus 10 years specialized experience or a bachelor's degree plus 5 years specialized experience. * Active Top Secret/SCI clearance. * Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. * Proven experience applying financial and economic elements of national power to disrupt threat networks. * Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. * Strong knowledge of the DoD Joint Planning Process and interagency operations. * Expertise in applying financial/economic tools of national power to counter threat networks. * Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. Desired Skills * Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). * Graduate of a military Joint Planners course. * Background in certification, program support, or Intelligence Community operations. HIRING SALARY RANGE: $130K - $140K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.) Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Regulatory Practice is seeking a highly qualified associate candidate with at least 3 years of relevant asset management regulatory experience. Candidates should have strong working knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Private equity and hedge fund formation experience is also helpful. The group's investment funds attorneys provide legal, regulatory, and compliance advice to investment advisers, family offices, and other financial institutions around the globe, including in connection with operating and managing private equity funds, private credit funds, hedge funds, and real estate funds, and the structuring of complex corporate transactions involving investment advisers and investment funds. Investment funds regulatory attorneys regularly counsel clients in SEC examinations, investigations, and enforcement proceedings and work closely with the firm's white collar litigation department in connection with those matters. Investment funds attorneys also advise on Investment Company Act issues, including regulatory, status, and structuring issues. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $73,810.00 - $110,720.00 The Investment Analyst, Alternatives will support the Fund Manager, Alternatives, in managing proprietary alternative investment portfolios, including private equity, private credit, real estate, hedge funds, and other non-traditional asset classes. The Investment Analyst will assist in research, analysis, and due diligence of investment managers and strategies, as well as monitoring portfolio performance and preparing reports. This role is critical in providing analytical and operational support to ensure effective portfolio management and adherence to investment objectives. Essential Functions for this role include: Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers. Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments. Stay informed on market trends, economic developments, and alternative investment strategies. Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports. Participate in meetings and calls with investment managers; help compile notes and follow-up items. Track portfolio performance, cash flows, capital calls, and distributions. Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications. Maintain accurate records of investment activity and manager correspondence. Support the Fund Manager in implementing portfolio changes and rebalancing activities. Assist with special projects related to investment strategy, compliance, and operational improvements. Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters. Help maintain relationships with asset managers and external partners through timely communication and follow-up. Attend industry conferences and meetings as needed to support networking and research efforts, Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor's degree in business or a relevant field One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds. Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes. Ability to communicate complex investment concepts clearly and effectively to various stakeholders. Technical/Functional Skills (select required or preferred): Experience in one or more investment areas within the private market investing Experience with fostering relationships among institutional managers and investors Experience in quantitative and qualitative analysis and/or management of external managers Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements Ability to work independently as well as in a collaborative, team-oriented environment Excellent written, oral and interpersonal communication skills Experience and skill in understanding and evaluating sophisticated investment strategies Strong computer skills (Excel, Powerpoint, Word). Must possess highest ethical standards To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world. At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded. About the Position This position's work will involve providing medium- to long-term funding through direct loans and guaranties as a complement to private sector investments.to help solve critical world challenges and in doing so, advances U.S. foreign policy. The contractor shall report to a Managing Director and provide services as an officer working on the most complex, sensitive, or precedent-setting finance projects which are located in developing countries and markets. The position is responsible for carrying out initial screenings of new loan proposals, underwriting, and due diligence tasks in the loan origination process which includes in-depth financial analysis, preparing portions of the loan papers and memoranda associated with presenting proposed loans to credit approval committees, supporting the loan negotiations and development of appropriate covenants for finance agreements, processing disbursement requests, and preparing proper documentation of the loan files associated with the transition of projects to the monitoring group. This position is contingent on contract award. Responsibilities Conducts in-depth analyses of new loan proposals to determine their financial, technical, economic, legal, marketing, and political feasibility. Performs in depth analyses of the nature of the proposed business ventures; country related macroeconomic and microeconomic risks; risks related to project contractual obligations; the eligibility, financial standing and business background of the sponsor; and other related factors. Independently conducts in-depth financial analyses of new loan proposals to determine a proposed project's ability to maintain debt service and fully repay a loan based on a review of the documentation provided. Performs analyses utilizing available financial data including the financial statements provided by the project. Creates or modifies sponsor-provided financial projections to assess logical model construction and adequacy of business case assumptions for the proposed financing. Conducts sensitivity analyses to test project assumptions and key economic drivers. Summarizes clearly and concisely due diligence finding as part of credit packages and other documents and memoranda required in the government's approval process and presents loan credit proposals to committees to obtain approvals. Serves as point of contact for day-to-day advancement of transactions, including scheduling and attending calls; project management and planning; coordinating among the client, internal parties, external advisors and financing partners; and generally managing the multifaceted workstreams required to advance transactions to , financial close and disbursement. Oversees ancillary workstreams related to transactions including liaising with client, intradepartmental tasks and external Work with clients to complete forms, liaising with environmental and social teams, reviewing know-your-customer diligence results, and similar routine tasks that must be completed on all transactions. Responds to communications in a timely manner and conducts duties with Performs other related duties as assigned. Qualifications Minimum of a master's degree in international business/studies, international relations, finance, business, economics, political science, or a related field. Minimum of 3 years of experience in international finance, corporate finance or project finance, and investments within the last 7 years. Must be a US Citizen or Foreign National with the ability to obtain and maintain a Public Trust or higher-level clearance. Experience analyzing and structuring complex international finance capital market Experience creating, analyzing, auditing, and running sensitivities on financial models for debt finance in the project finance manner for projects located in developing markets Experience in investments and strategic engagement in developing Experience working on international investments or international financial transactions in a commercial bank, investment bank, international financial institution, or multilateral Experience conducting and reviewing project finance loan origination including financial analysis, economic or political risk analysis, and detailed credit analysis. Broad and comprehensive knowledge of international business Working with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines. Excellent English speaking, reading, and writing Demonstrated ability to produce written materials that are clear and Delivering customer service and resolving customer Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is "find a way or make a way" - that's how Dexis goes "all in." How will you? If you are passionate about this opportunity, apply now! Only those applicants who meet the above criteria will be contacted for interview. Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law. As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.

Job DescriptionDescriptionInvictus Capital Partners is seeking a high-performing Investment Analyst / Associate to join our investment team as part of a centralized analyst team supporting work across portfolio construction, securitization, capital markets, and fund management. This role sits at the center of how we evaluate risk, deploy capital, and communicate our strategies across residential whole loans, structured credit, and non-agency markets. We are looking for someone who is technically strong, intellectually curious, and energized by variety. The right candidate thrives in a fast-paced, high-accountability environment and is excited by the opportunity to work across teams, tackle complex analytical problems, and build a well-rounded foundation in residential credit and structured finance. This role is ideal for someone who can build a model in the morning, pressure-test an assumption in the afternoon, and help translate analytics into clear insights by the end of the day. You should bring intensity, curiosity, and the discipline to deliver accurate, thoughtful work on time. If you thrive in a culture built on teamwork and continuous improvement, you will excel here. Key Responsibilities Analyze loan-level, portfolio-level, and market data to support investment decisions across residential whole loans, structured credit, and non-agency securities. Build, maintain, and enhance financial models, quantitative tools, and data infrastructure used by multiple investment teams. Support portfolio construction, securitization, capital markets, and fund-level initiatives through project-based analytical work. Conduct cash-flow modeling, scenario analysis, and sensitivity testing to inform pricing, risk management, and strategic decisions. Assist with fund-level reporting, including performance metrics, liquidity analysis, and asset-level insights that support investor communications. Create clear, actionable materials-presentations, memos, dashboards, and reports-that translate complex analytics into decision-ready insights. Collaborate closely with senior investors, portfolio managers, capital markets, risk, technology, and operations teams. Support ad hoc analytical requests from senior leadership while managing multiple priorities with discipline and attention to detail. Skills, Knowledge and Expertise 1+ years of experience in structured finance, investment banking, asset-based credit, mortgage analytics, or a related analytical role. Strong technical foundation, including advanced Excel and SQL; experience with Python or similar analytical tools is a plus. Solid understanding of financial modeling, cash-flow analysis, and data-driven decision-making. Exposure to whole-loan analytics, securitization concepts, structured products (ABS/MBS/RMBS), or non-agency markets is strongly preferred. Ability to distill large, complex datasets into insights that inform investment and risk decisions. Clear, confident communication skills and comfort engaging with senior stakeholders. A mindset defined by ownership and follow-through-you move quickly, take accountability, and produce high-quality work. Strong cultural alignment: team-oriented, solutions-driven, detail-focused, and committed to continuous improvement. Key Competencies: Investment & Credit Analytics: Analyzes loan-level, portfolio-level, and market data to support capital deployment, pricing, and risk decisions across residential credit and structured products. Financial Modeling & Quantitative Skills: Builds and enhances cash-flow models, scenario analyses, and analytical tools that support portfolio construction, securitization, and fund management. Data Fluency & Insight Generation: Translates large, complex datasets into clear, decision-ready insights for senior investors and stakeholders. Cross-Functional Collaboration: Partners effectively with investment, capital markets, risk, technology, and operations teams to support firm-wide initiatives. Ownership & Execution Discipline: Manages multiple priorities with accountability, delivering accurate, high-quality analytical work in a fast-paced environment. How This Role Demonstrates Our Values: Integrity: Produces rigorous, transparent analysis that supports sound investment decisions and responsible risk management. Collaboration: Works seamlessly across teams to align analytics with investment strategy and execution. Excellence: Maintains high standards for modeling, analysis, and communication while continuously improving technical and analytical capabilities. Critical Curiosity: Questions assumptions, explores data deeply, and seeks better ways to evaluate risk, structure investments, and deploy capital. Benefits Invictus medical, dental and vision is covered at 100% for all tiers. We offer FSA's for healthcare, dependent care, transit and commuter costs. Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that. $80 per month cell phone reimbursement. 20 Days of PTO accrued at the beginning of the year, 10 company holidays plus sick time. Tuition Reimbursement

Job Description Title Wealth Advisor Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture. The Role We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: Financial planning and budgeting Holistic balance sheet advisement (including cash and debt) Asset allocation and investments Estate and tax planning Insurance analysis and review Charitable Strategy Responsible for growing business through business development and referral generation from clients Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients Demonstrate a genuine involvement in the local community Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: Team-oriented, relationship-driven advisor High integrity, honest, respectful individual Curious and coachable disposition Passionate about serving clients Strong ability to foster relationships both externally and internally Demonstrated strong work ethic Good communicator with superior written and oral communication skills High attention to detail and well organized Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives. High standards of professionalism while working with clients and team members Key Qualifications: Certified Financial Planner (CFP) designation - required Five years of relevant experience managing all facets of wealth management - required Bachelor's degree - required Experience serving physicians is preferred but not required Demonstrate strong, established client relationships Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

Job Description Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management Practice group Key responsibilities Candidate must have general experience both working in teams and in managing substantial components of transactions independently, along with specific experience representing domestic and international venture capital and private equity funds in structuring, formation and operation, as well as in various transactions such as financings, acquisitions and formation of alternative investment structures. Key Qualifications Minimum of 2 years of fund formation experience. Candidates must have fund formation experience in hedge and/or private equity. Secondaries transaction experience while not a requirement will be considered favorably and is a high growth area for this practice. Stellar academic credentials and comparable law firm experience are required. Apply now or contact us for more information

Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Department Investments Employment Type Full Time Location Washington, DC Workplace type Onsite Compensation $100,000 - $130,000 / year Reporting To Vice President Investments Key Responsibilities Skills, Knowledge and Expertise Benefits About Invictus Capital Partners Invictus Capital Partners, LP (“Invictus”), a leading investment firm, and its subsidiary Verus Residential Loanco, LLC (“Verus,” and together with Invictus, the “Companies”), manage and oversee investments in Non-Agency single family residential mortgage loans. Invictus is located in Washington, D.C. and has approximately 50 employees, and Verus is located in Minneapolis and has approximately 200 employees. The Companies have overseen the acquisition of over $38 billion of mortgage loans since their inception. In addition, Invictus manages over $19 billion in gross assets and has completed over 70 rated securitizations. Interested candidates can learn more about the Companies by visiting ****************** and ****************

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $73,810.00 - $110,720.00 The Investment Analyst, Alternatives will support the Fund Manager, Alternatives, in managing proprietary alternative investment portfolios, including private equity, private credit, real estate, hedge funds, and other non-traditional asset classes. The Investment Analyst will assist in research, analysis, and due diligence of investment managers and strategies, as well as monitoring portfolio performance and preparing reports. This role is critical in providing analytical and operational support to ensure effective portfolio management and adherence to investment objectives. Essential Functions for this role include: Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers. Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments. Stay informed on market trends, economic developments, and alternative investment strategies. Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports. Participate in meetings and calls with investment managers; help compile notes and follow-up items. Track portfolio performance, cash flows, capital calls, and distributions. Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications. Maintain accurate records of investment activity and manager correspondence. Support the Fund Manager in implementing portfolio changes and rebalancing activities. Assist with special projects related to investment strategy, compliance, and operational improvements. Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters. Help maintain relationships with asset managers and external partners through timely communication and follow-up. Attend industry conferences and meetings as needed to support networking and research efforts, Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor's degree in business or a relevant field One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds. Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes. Ability to communicate complex investment concepts clearly and effectively to various stakeholders. Technical/Functional Skills (select required or preferred): Experience in one or more investment areas within the private market investing Experience with fostering relationships among institutional managers and investors Experience in quantitative and qualitative analysis and/or management of external managers Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements Ability to work independently as well as in a collaborative, team-oriented environment Excellent written, oral and interpersonal communication skills Experience and skill in understanding and evaluating sophisticated investment strategies Strong computer skills (Excel, Powerpoint, Word). Must possess highest ethical standards To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Title Wealth Advisor Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture. The Role We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: Financial planning and budgeting Holistic balance sheet advisement (including cash and debt) Asset allocation and investments Estate and tax planning Insurance analysis and review Charitable Strategy Responsible for growing business through business development and referral generation from clients Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients Demonstrate a genuine involvement in the local community Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: Team-oriented, relationship-driven advisor High integrity, honest, respectful individual Curious and coachable disposition Passionate about serving clients Strong ability to foster relationships both externally and internally Demonstrated strong work ethic Good communicator with superior written and oral communication skills High attention to detail and well organized Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives. High standards of professionalism while working with clients and team members Key Qualifications: Certified Financial Planner (CFP) designation - required Five years of relevant experience managing all facets of wealth management - required Bachelor's degree - required Experience serving physicians is preferred but not required Demonstrate strong, established client relationships Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. As a Private Wealth Advisor, you will: * Leverage your unique background and experiences to build a business within Goldman Sachs * Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential * Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients * Provide exceptional client service while maintaining the highest ethical standard in execution * Curate a network of intermediaries to help best serve clients across complimentary services * Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network Required qualifications, skills and experience: * Record of academic and professional achievement * Four plus years of private wealth management, financial services, or related professional experience * Prior sales, fundraising, business development or investing experience preferred * Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) * Demonstrated strong connectivity within an established network * Entrepreneurial spirit coupled with a desire to work in a team-oriented environment * Exceptional client focus, business development, and relationship management skills * Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships * Creative approach to problem solving and developing innovative solutions for clients * Self-motivated and able to work in an autonomous, yet collaborative environment * Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this Washington DC, United States-based position is $75000 - $160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Washington, D.C. Pay Range: Washington, D.C.: $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.