Finance Advisor jobs at Grandbridge Real Estate Capital

In-Office | Full-Time | Excellent Work/Life Balance Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA. If you are a CPA or CPA candidate with experience in public accounting and real estate management or development, this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact-all within a company that truly values balance and flexibility. Position Summary The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting. Key Responsibilities Tax Management Prepare and file federal, state, and local tax returns, including income, sales, and property taxes. Maintain accurate tax records and documentation to support audits and compliance reviews. Monitor changes in tax legislation and assess their impact on company operations and entities. Coordinate with external tax advisors and auditors to ensure timely and accurate filings. Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures. Assist in developing tax strategies to minimize risk and optimize financial performance. Financial Analysis & Reporting Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes. Prepare and analyze financial statements in accordance with GAAP. Reconcile bank accounts, credit card statements, and escrow accounts. Maintain fixed asset schedules and depreciation records. Assist in budgeting, forecasting, and variance analysis. Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance. Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property. Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects. Prepare executive-level financial summaries and reports to support strategic decision-making. Compliance & Controls Ensure adherence to GAAP, company policies, and internal control procedures. Support financial and tax audits and assist in implementing recommendations for process improvements. Assist in maintaining and documenting accounting policies and internal control procedures. Support system upgrades or implementations related to accounting, reporting, and tax compliance. Qualifications Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred. Tax experience in public accounting. 4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management. Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices. Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills. Excellent analytical, organizational, and communication skills. Ability to work independently, manage multiple priorities, and meet deadlines. At Palms, we have excellent benefits! Outstanding total compensation package includes: Career development Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA Excellent PTO Wellness day off and additional floating holiday Community service day off Housing discount $1,000/$1,500 contribution to Health Savings Account (HSA) 401k 4% match; historically 6% profit sharing, all immediately vested to you! Job Type: Full-time Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.

Company Profile BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution. Position Summary BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide. In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities. The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country. Responsibilities Underwriting & Analysis Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles. Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables. Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility. Transaction & Financing Support Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings. Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes. Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.). Assist with property inspections, market tours, and site visits as required. Research & Market Intelligence Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets. Monitor housing policy developments and affordable housing incentives in relevant jurisdictions. Internal Collaboration & Reporting Prepare investment memoranda and presentations for internal investment committees and external partners. Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio. Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses. Relationship Management Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics. Qualifications Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required. 2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience. Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models. Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately. High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment. Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations. A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability. Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus. Willingness to travel periodically for property tours, due diligence, and industry events. Why BLDG Partners? Work with a passionate team committed to delivering quality housing and positive community impact. Exposure to complex affordable and workforce housing transactions nationwide. Opportunities for professional growth in a dynamic, entrepreneurial firm. Competitive compensation and benefits.

Here's a revised version tailored for a Marketing Communications Manager role: Join Our Team as an Investment Solutions Advisor Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success. Why You'll Love This Role: 🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement. ⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities. 🚀 Career Growth - Access professional development programs and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and implement integrated marketing communication strategies across multiple channels. Create compelling content for websites, email campaigns, social media, and press releases. Collaborate with cross-functional teams to align messaging with business objectives. Manage brand voice, ensuring consistency across all marketing materials and communications. Oversee media relations, PR initiatives, and partnerships to enhance brand visibility. Analyze marketing campaign performance and optimize strategies for better engagement. What We're Looking For: Proven experience as a Marketing Communications Manager or in a similar role. Strong writing, editing, and storytelling skills. Proficiency in digital marketing tools, social media management, and content creation platforms. Ability to develop and execute successful communication campaigns. Excellent collaboration and project management skills. Experience in PR, media relations, and brand management is a plus. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Make an Impact? If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation. Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!

Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Heckman Financial in San Jose, CA is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. Minimum Requirements: A bachelor's degree in finance, business administration, or a related field is preferred Life & Health Insurance License and Series 65 required 2-3 years of experience in customer relationship management with a focus on client satisfaction Proven experience in investment management, asset management, or a related field is preferred Strong financial analysis skills with the ability to interpret complex data effectively Knowledge of corporate accounting principles and practices is advantageous Familiarity with securities law and regulations governing the financial industry is a plus Strong communication skills, both verbal and written, to convey information clearly to clients Ability to work collaboratively within a team environment while also being self-motivated This position requires that you possess the following skills: Strong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Self-directed initiative Process driven Strong follow-through Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Serve as the primary point of contact for clients, addressing inquiries and providing guidance on investment and asset management strategies Conduct thorough financial analyses to assess client portfolios and recommend appropriate adjustments. Manage cash flow and ensure effective cash management practices are followed Maintain up-to-date knowledge of securities law and compliance requirements to advise clients accurately Foster strong customer relationships through effective communication and personalized service Collaborate with internal teams to develop tailored wealth management solutions for clients Regularly meet with clients to provide account reviews Support financial sales initiatives by identifying opportunities for cross-selling additional services to existing clients. Salary: $75,000-$95,000/year based on experience Benefits: 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Vision insurance Commission pay Bonus opportunities Hours: Monday - Friday, 8am-5pm In office 4 days a week with 1 day WFH Ability to Commute: San Jose, CA 95113 (Required) Ability to Relocate: San Jose, CA 95113: Relocate before starting work (Required) Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Orlando, FL is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 5+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Salary: $100,000/year Benefits: Bonus Commission Hours: Hybrid work schedule, Monday-Friday, 8am-5pm Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis Analyze PPMs, financial statements, and investment returns Conduct reference calls as a part of manager and asset due diligence Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors Preparation of due diligence materials and Investment Committee memos Present recommendations to the investment team and the Firm's Investment Committee Monitor the performance of the Firm's existing investments Education and/or work experience requirements: One to three years of investment banking, consulting, and/or private equity experience Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field Required knowledge, skills, and abilities: Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement Self-starter, with strong ability to think creatively and conduct research to find solutions Ability to communicate and present ideas effectively, both verbally and in writing Capable of multi-tasking with strong attention to detail Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects High proficiency in Microsoft Word, Power Point and Excel Fluent (written and spoken) English Pay Range - $105,000 - $112,500 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis Analyze PPMs, financial statements, and investment returns Conduct reference calls as a part of manager and asset due diligence Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors Preparation of due diligence materials and Investment Committee memos Present recommendations to the investment team and the Firm's Investment Committee Monitor the performance of the Firm's existing investments Education and/or work experience requirements: One to three years of investment banking, consulting, and/or private equity experience Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field Required knowledge, skills, and abilities: Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement Self-starter, with strong ability to think creatively and conduct research to find solutions Ability to communicate and present ideas effectively, both verbally and in writing Capable of multi-tasking with strong attention to detail Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects High proficiency in Microsoft Word, Power Point and Excel Fluent (written and spoken) English Pay Range - $105,000 - $112,500 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Note: This role is designed for students completing their undergraduate degree who are seeking their first full-time position in Private Equity. This role is part of our full-time analyst program, First STEP, and offers comprehensive training for early-career professionals. Essential job functions: Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis Analyze PPMs, financial statements, and investment returns Conduct reference calls as a part of manager and asset due diligence Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors Preparation of due diligence materials and Investment Committee memos Present recommendations to the investment team and the Firm's Investment Committee Monitor the performance of the Firm's existing investments Education and/or work experience requirements: Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future Undergraduate student graduating anywhere from December 2025 through June 2026 GPA of 3.5 or higher Required knowledge, skills, and abilities: Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement Self-starter, with strong ability to think creatively and conduct research to find solutions Ability to communicate and present ideas effectively, both verbally and in writing Capable of multi-tasking with strong attention to detail Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects High proficiency in Microsoft Word, Power Point and Excel Fluent (written and spoken) English Salary: $105,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Note: This role is designed for students completing their undergraduate degree who are seeking their first full-time position in Private Equity. This role is part of our full-time analyst program, First STEP, and offers comprehensive training for early-career professionals. Essential job functions: * Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries * Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies * Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis * Analyze PPMs, financial statements, and investment returns * Conduct reference calls as a part of manager and asset due diligence * Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors * Preparation of due diligence materials and Investment Committee memos * Present recommendations to the investment team and the Firm's Investment Committee * Monitor the performance of the Firm's existing investments Education and/or work experience requirements: * Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future * Undergraduate student graduating anywhere from December 2025 through June 2026 * GPA of 3.5 or higher Required knowledge, skills, and abilities: * Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities * Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement * Self-starter, with strong ability to think creatively and conduct research to find solutions * Ability to communicate and present ideas effectively, both verbally and in writing * Capable of multi-tasking with strong attention to detail * Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects * High proficiency in Microsoft Word, Power Point and Excel * Fluent (written and spoken) English Salary: $105,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm, Durham Loyal Wealth Management in (Pembroke Pines, FL ) is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience 215 Licensed (Life, health & annuities) Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Salary: TBD Benefits: Health Insurance 401k Hours: Flexible Some seminar attendance Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Hours M-F: 9 am - 5 pm Seminars 3 per month Salary: TBD Benefits: Health Insurance 401(k) PTO Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience Excellent quantitative skills Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals Demonstrated interest in public sector/community service The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).

2027 Global Investment Banking Summer Analyst - San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Global Investment Banking Summer Associate - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years' work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

2027 Global Investment Banking Summer Analyst - New York What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client-facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' New York office recruits for the following industry and product groups: Industries: Communications, Media and Entertainment (CME) Consumer and Retail Financial Services (FIG) Healthcare Industrials Power, Utilities, and Infrastructure Real Estate Technology Product Groups: Equity Capital Markets (ECM) Debt Capital Markets (DCM) Financial Sponsors Leveraged Finance Capital Markets Mergers and Acquisitions (M&A) Global Private Capital Project Finance As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-31 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

2027 Global Investment Banking Summer Analyst - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' Houston office recruits for the Energy industry group. As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone