Jordan Company jobs - 350 jobs

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Associate, Client Advisory San Francisco, California Your Role The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to: Working closely with a subset of the firm's Client Advisors and clients to support the advisory process Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests Financial planning and forward modeling of client balance sheets Strategizing the best portfolio implementation given a client's fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance Having strategic conversations around client engagement with Client Advisors - not just delivering on a request Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet About You Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.) Have experience serving and working with clients Genuinely like helping people Pay attention to the details and produce accurate work product Are hungry to learn; Love taking on challenges and finding creative solutions Are resilient and don't get flustered easily Can communicate effectively with a broad range of stakeholders Are discreet in handling sensitive and confidential information Work well as part of a team Are skilled with Microsoft Office Travel as necessary (estimated 20-30%) when safe to do so Strongly preferred: Business, economics, or finance major CFA, MBA, and/or other graduate degree or certification Aptitude for learning new technologies Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development and Mindfulness Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire seeks a Data Analyst to be responsible for ensuring the accuracy, integrity, and efficiency of financial data across the Finance systems. This role involves managing data flows, performing reconciliations, supporting system enhancements, and providing actionable insights. The Data Analyst will also be the administrator for critical finance systems including NetSuite, a proprietary data mart, a vendor and contract management system and Concur expense and travel. Key Responsibilities * Data Management & Integrity * Maintain and validate financial data in finance systems (e.g., Power BI/Datamart, Netsuite). * Perform regular data quality checks and reconciliations between source systems and reporting tools. * Ensure compliance with internal controls and audit requirements. * System Maintenance & Support * Monitor data integrations between finance systems and upstream/downstream applications. * Troubleshoot data issues and coordinate with IT/vendors/Finance for resolution. * Support system upgrades, patches, and configuration changes. * Act as the administrator for finance systems including user access, system configurations, optimizing use of the systems, and continual enhancement of automation / AI tools. * Reporting & Analysis * Develop and maintain dashboards and reports for Finance and other stakeholders firmwide. * Analyze trends, variances, and anomalies in financial data. * Provide insights to improve forecasting, budgeting, and revenue analysis. * Process Improvement * Identify opportunities to automate data processes and improve efficiency. * Document workflows, data dictionaries, and system procedures. * Stakeholder Collaboration * Work closely with Finance and IT teams to ensure accurate data flow. * Assist in user training and support for finance system functionalities. Qualifications * Bachelor's degree in Finance, Accounting, Data Analytics, or related field. * Strong proficiency in SQL, Excel, and BI tools (Power BI, Tableau). * Experience with finance systems (ERP, EPM tools like Netsuite, Concur). * Understanding of financial statements and accounting principles. * Excellent analytical and problem-solving skills. * Ability to manage multiple priorities and meet deadlines. Additional Information * This position will work on a hybrid model out of our Santa Monica, New York, Denver or London offices * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $85,000 - $140,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************.

Apollo Insurance Solutions Group is seeking a Transitions Associate. This is an exciting opportunity for a business associate with financial services industry experience to work in a fast-paced environment that provides opportunity for learning and growth. The Transitions Associate acts as a liaison between many internal and external stakeholders to support business operations. An ideal candidate will demonstrate meticulous attention to detail, strong analytical skills, effective time management, excellent written and verbal communication abilities, and a high degree of adaptability. Position Responsibilities: * Maintain and operate the firm's portfolio onboarding workflow in POint: the firm's proprietary source for portfolio reference data. * Create, maintain, and close portfolios in the firm's order management, accounting, and analytics platforms, including State Street's ePAM/PAM+M (Accounting), Aladdin (Portfolio Toolkit/Explore), and think Folio (Markit OMS); validate hierarchy placement and downstream linkages per control procedures. * Coordinate legal entity, portfolio tree, and client view placement in Aladdin based on inputs from Client Service, Allocations, and Third‑Party Cash Management; document and evidence changes for audit (SOC1/SOX). * Manage communication of portfolio setup and changes to business partners to anticipate and mitigate downstream impacts across the organization. * Interface with accounting teams on general ledger mapping and chart‑of‑accounts alignment during month‑end close and onboarding, including PAM/PAM+M account structures. * Execute and track onboarding events and data change requests; monitor status, collect sign‑offs, attach evidence, and close events to controls standards. * Contribute to control environment and audit readiness: maintain procedures, provide evidence for audits, participate in issue response, and close remediation items. * Partner with product/engineering to propose and test process and system enhancements (e.g., workflow, data quality checks, automation); provide structured feedback and UAT sign‑off. * Coordinate 3rd party, client, and cedent onboarding across internal and external stakeholders and applications (Investment Teams, Client Relationship/Support, Compliance, Investment Accounting, Legal, Trade Support, Technology & Data Office; custodians/administrators). Qualifications & Experience Requirements: * Bachelor's degree in finance, Accounting, Business, Economics or equivalent work experience * Five years of industry experience in an asset management, broker/dealer, or custodian account administration setting * Prior Middle Office or Operations experience strongly preferred, including transitions/account setup and portfolio reference data stewardship * Familiarity with a broad range of investment products (corporate bonds, treasuries, FX, private assets/alternatives, and derivatives) * Hands‑on experience with systems supporting portfolio management, accounting, and custody operations; experience with PAM/PAM+M, Aladdin and/or think Folio a strong plus * Experience coordinating and delivering projects across functional areas; comfort working with engineering/product on change requests, UAT, and rollout (Jira exposure a plus) * Strong organizational skills with the ability to independently drive multiple parallel onboarding events to completion under tight deadlines * Positive team player who is comfortable with ambiguity and proactive about clarifying requirements and risks * Technology skills: Intermediate to Advanced Excel; SQL or Python for data validation and control checks a plus * Excellent attention to detail, documentation discipline (procedures, evidence), and audit readiness mindset (SOC1/SOX) * Strong written and verbal communication skills; able to tailor updates for clients and various business stakeholders * Demonstrated ability to prioritize, escalate appropriately, and independently manage competing priorities About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30th, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit *************** Our Purpose & Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. * A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: * Outperform expectations * Challenge Convention * Champion Opportunity * Lead responsibly * Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Pay Range $115,000 - $125,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

FULL-TIME Part-time The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized education to deliver premium programming and consultation for clients in person. ESSENTIAL DUTIES & RESPONSIBILTIES Service and Train Clients * Design and deliver comprehensive fitness programs based on clients' goals that include appropriate exercise selections, programs that include varied fitness offerings, general nutrition guidelines and teaching a fitness lifestyle. * Inform clients of fitness tools available to assist them in achieving their goals. * Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up discussions and track progress. * Demonstrate safe and proper exercise techniques to clients. * Arrive on time, prepared and enthusiastic while being attentive for every training appointment and or group session. * Meet minimum productivity expectations servicing clients and group sessions. * Increase member group training sessions and attendance through strong teaching skills and ability to connect with and motivate others with a wide variety of fitness levels. Service Members and Administration * Assist in member service activities such as fitness seminars, training days, and deliver a positive fitness experience to members and guests through complimentary fitness assessments. * Build and generate a strong fitness business through new client acquisition and retention. * Effective onboarding of new members and clients by providing professional recommendations to help acclimate to a fitness lifestyle. * Coach members on proper use of equipment and exercise techniques. * Start and finish sessions as scheduled. * Handle member concerns or direct to appropriate club management. * Deliver on the Service Promise of Clean, Friendly and Well-Maintained Club by racking weights, team cleans and assisting with maintaining a clean and organized club. * Create, maintain, and regularly update progress for each personal training client, following company guidelines. * Schedule personal training sessions, other appointments and administration of time four weeks in advance using company systems. ORGANIZATION RELATIONSHIPS Reports to the General Manager and will interact with all levels of club staff. QUALIFICATIONS Knowledge, Skills & Abilities * Understand principles of physical fitness and proper exercise technique. * Ability to communicate clearly and concisely, both verbally and in writing. * Ability to adjust and operate fitness equipment. * Ability to perform a variety of exercise routines. * Demonstrate excellent customer services skills. Minimum Educational Level/Certifications * High School Diploma or GED required. * Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator Certifications (AED) received through in person training required. * Degree in a related field or current certification through at least one nationally accredited industry associations. * Specialized fitness credentials preferred or equivalent work experience or education in specialized function. Minimum Work Experience and Qualifications * 1+ years of experience as a Personal Trainer or Fitness Coach. * Holistic fitness program design and consultation experience preferred, but not required. Physical Demands/ Environmental Conditions * Must be able to lift 50 lbs. * Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, jumping, kicking, and prolonged standing and walking. Working Environment * While performing the duties of this job the team member is regularly exposed to moving mechanical parts. * The noise level in the environment is occasionally loud. * Extended workdays are a frequent occurrence, as are weekends and holidays as needed to support the business. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Fitness Coaches at 24 Hour Fitness earn a competitive hourly base rate with the opportunity to increase their income through session premium pay for each training session delivered. Coaches can further maximize their earnings with commission on eligible fitness sales, creating a unique opportunity to be rewarded not only for their coaching impact but also for helping members reach their goals. This blended compensation structure provides stability while also recognizing and rewarding performance and results. Pay Range: $25.90 - $41.44/hour in-session. 18.50/hour non-session. FUNCTIONAL GROUP Fitness

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking a highly motivated Quantitative Research & Analytics Intern to join our Risk Management team for Summer 2026. This role offers hands-on experience supporting the research, development, and maintenance of risk analytics and investment systems, with exposure to real-world applications in portfolio construction, asset allocation, and risk management. Interns will work under the guidance of senior team members and collaborate with investment professionals across the firm. The application deadline is January 23, 2026. What You'll Do: * Assist with the design, development, and testing of portfolio construction and risk analytics systems by supporting data analysis and model implementation. * Support quantitative research on asset allocation, stock selection, and investment strategy evaluation, contributing to ongoing projects and initiatives. * Aid in analyzing and processing large and complex data sets using statistical tools, Excel, Python, or other relevant technologies. * Help in updating and maintaining systems and processes for monitoring risk data and generating risk management reports. * Participate in routine and ad hoc reporting activities, including the compilation, review, and communication of results. * Support the team in risk management processes across various alternative investment strategies. * Contribute to project-based work on quantitative models and data infrastructure alongside experienced researchers. * Assist with documentation and analysis required for internal and external presentations. Qualifications * Working toward a Master of Financial Engineering or a related quantitative field (graduation between 12/2026 and 6/2027). * Prior coursework or experience in one or more programming languages (such as Python, R, SQL) and strong proficiency in Excel; VBA experience is a plus. * Solid academic background with a demonstrated interest in finance, quantitative analysis, and investments. * Desire to develop practical skills in risk management, portfolio analytics, quantitative research, and data science. * Experience working with data management, visualization, or research projects preferred. * Highly motivated, analytical, detail-oriented, and able to collaborate effectively on team-based projects. * Excellent verbal and written communication skills. * Willingness to learn and take on new challenges in a fast-paced, dynamic environment. Additional Information * This position will work on a hybrid model out of our Santa Monica office * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25-$30/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description For Summer 2026, Wilshire seeks highly motivated undergraduate interns to join our Investment Consulting and Client Solutions team. You'll work closely with institutional investors, senior leaders, and internal groups to support ongoing investment projects, help prepare client reports and presentations, and contribute to investment education materials. The application deadline is January 23, 2026. What You'll Do: * Support senior consultants in preparing materials on asset allocation, manager research, and investment structure. * Assist with performance measurement audits and client deliverables. * Draft and refine presentations for client board and committee meetings. * Collaborate with various teams on the preparation of research, white papers, and market outlook summaries. * Communicate directly with clients and respond to client inquiries with professionalism and attention to detail. Qualifications * Working toward a bachelor's or master's degree with graduation between 12/2026 and 6/2027. * All majors welcome; strong interest in finance or investments preferred. * Prior internship or professional client service experience strongly desired. * Exceptional communication and interpersonal skills. * Analytical mindset with ability to handle both quantitative and qualitative tasks. * Proficiency in Microsoft Office (Word, PowerPoint, Excel); Copilot or other AI experience a plus. * Highly organized with excellent attention to detail and time management skills. * Collaborative, self-starter, and eager to learn. Additional Information * This position will work on a hybrid model out of our Santa Monica office. * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Jordan Park provides integrated investment and financial advice to a select community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve optimal outcomes. Our mission is to enhance lives and legacies. Jordan Park's Client Advisory Team is dedicated to delivering an exceptional and differentiated client experience. By seamlessly integrating investment management, financial planning, and tailored advice, the team addresses the full spectrum of clients' financial needs-including portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other critical aspects of wealth management. Responsibilities include, but are not limited to: Serve as trusted and dedicated advisor to ultra-high-net-worth individuals, their families, and other advisors to deliver personalized wealth management solutions Conduct in-depth, client-centered financial planning analyses to collaboratively address estate planning, wealth transfer, and tax planning, always seeking to provide clarity and peace of mind across the client balance sheet Proactively monitor client portfolios and investment performance, engaging in open dialogue to ensure reporting and strategies remain aligned with clients' unique objectives Build and nurture relationships with external intermediaries to grow our community and enhance the client experience Uphold the highest standards of fiduciary responsibility and regulatory compliance, always placing clients' interests at the center of every decision and action Cultivate a client-centric and service-driven experience by proactively engaging clients and their other advisors with tailored insights, anticipating and addressing emerging needs, and equipping clients with the knowledge, resources, and confidence required to make empowered, well-informed decisions Train and mentor internal coverage teams by fostering a culture of empathy, teamwork, and operational excellence, encouraging open communication and shared problem-solving in service of clients This role might be right for you if you: Genuinely like helping people Pay attention to the details and produce accurate work product Are hungry to learn Love taking on challenges and finding creative solutions Continue searching until you find the right answer Are resilient and don't get flustered easily Can communicate effectively with a broad range of stakeholders Are discreet in handling sensitive and confidential information Work well as part of a team Have experience serving and working with clients Hold a bachelor's degree 10+ years' work experience ideally in financial services (e.g., investment banking, private wealth management, etc.) Are skilled with Microsoft Office Preferred but not required: CFA, CFP, MBA, and/or other graduate degree or certification Business, economics, or finance major Aptitude for learning new technologies Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $175,000-$200,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development and Mindfulness Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Primary Responsibilities: At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You'll partner with junior and senior level professionals on a range of projects across the team. Investment Reporting & Analysis & Process Improvement * Assist in preparing and maintaining investment reports for internal and external clients, ensuring accuracy and timeliness. * Analyze investment data and support reconciliations and variance analysis for client portfolios. * Help identify and resolve reporting and/or data discrepancies while contributing to continuous improvement of operational processes. * Collaborate with internal teams to support reporting enhancement requests and maintain data integrity. * Develop and refine customized client reporting packages that meet client and business requirements. * Participate in special projects that enhance the Client Solutions team's reporting and service capabilities. * Contribute to process optimization efforts by identifying and implementing efficiency improvements across Enterprise-wide initiatives. * Represent the Client Solutions team's needs in cross-functional initiatives and system enhancements. Client Service & Relationship Management * Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution by navigating and collaborating with several internal teams across the Insurance Solutions Group. * Engage with our Client Service teams and ISG Operational teams to enhance service efficiency. * Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner. * Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions. * Work directly with the internal stakeholders to complete new report requests. Follow through with stakeholders to ensure that their business needs were met by addressing all client requirements. * Effectively collaborate and communicate with other internal team members to meet client deadlines. Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. This role will be based in El Segundo, California. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. Our Purpose and Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. * A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As" One Apollo" We: * Outperform expectations * Challenge convention * Champion opportunity * Lead responsibly * Drive collaboration We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together. Qualifications & Experience * Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Engineering, or a related field (Class of 2027) * Strong attention to detail and analytical mindset. * Eagerness to learn and contribute in a collaborative team environment. * Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment * Proficiency in Microsoft Excel; familiarity with financial concepts is a plus. * Excellent communication skills-both written and verbal. Pay Range $85,000-$100,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Senior Associate, Product Manager San Francisco, California We are looking for an exceptional Senior Associate, Product Manager in our San Francisco office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. The Senior Associate, Product Manager role will report directly to the Chief Technology Officer (CTO) and will be responsible for the design and delivery of feature sets for our internal advisor technology platform. Your Role This is an active role that requires, but is not limited to: Conducting requirements discovery Designing workflows, feature sets and tools Writing functional specifications, training documents and procedures Facilitating vendor integrations Creating excellent user experiences As a Senior Associate, you will also: Help drive the strategic direction of our platforms Design and conduct prioritization processes Coordinate cross-team stakeholder engagement An extensive Salesforce CRM deployment is a core part of our platform, and you must have experience in designing CRM experiences or workflows for the wealth management or finance industry. Other pieces of our tech stack include our data platform, business intelligence tooling, and cloud applications. About You Optimistic, energetic and a good communicator Enjoy working in a fast-paced environment where you can improve products & workflows that are critical to our firm's operations Strong understanding of the RIA and wealth management industry Have an entrepreneurial mindset, combining strategic thinking with the technical knowledge needed to design and build robust, flexible systems Proven track record of success that others can attest to Qualifications Degree in a related field such as business, finance, computer science, or engineering 3+ years of experience designing for RIA or wealth management platforms 2+ years of experience designing workflows or process within the Salesforce ecosystem Proven ability to manage multiple initiatives simultaneously Experience owning backlogs, prioritization processes and scrums Additional Desirable Qualities and Experience Experience with data platforms that include data feed & integration Experience with analytics and the business intelligence ecosystem Interest in AI: i.e., thoughtful consideration of the emerging AI landscape and how it affects building product Familiarity with financial custodians such as Fidelity & Schwab Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $125,000 - $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking a motivated and detail-oriented intern to join our Alternatives Operations Fund Accounting team for Summer 2026. This opportunity is highly collaborative and will give you exposure across various areas of the firm. We are looking for passionate candidates with excellent academic backgrounds and a high willingness to learn. The application deadline is January 23, 2026. What You'll Do: * Support the team in monitoring and maintaining fund cash balances and daily cash activity; help identify and escalate discrepancies to senior staff. * Assist team members in preparing daily cash analysis, cash position, and forecast reports. * Help with the preparation of financial statements and monthly bank reconciliations, under guidance from experienced staff. * Aid in reviewing underlying investment holdings including cost, fair market value, capital calls, distributions, and unrealized gains/losses for completeness and accuracy as directed by the team. * Assist with tracking capital calls and distributions from underlying investments, helping to ensure accurate and timely recordkeeping. * Help post transactions to the general ledger and maintain supporting documentation as requested. * Work with team members to ensure proper accounting treatment is applied to transactions. * Respond to internal administrative queries alongside senior staff and help maintain accurate contact information for investors and investments. * Provide support during the quarterly client reporting process, audit preparation, mailings, and other fund administration tasks including data entry, scanning, and filing documents. * Contribute to ad hoc reporting and analysis needs. Qualifications * Working toward a BA/BS degree in Accounting, Finance, Economics, or a related major, with expected graduation between 12/2026 and 6/2027. * Excellent academic background with strong quantitative/analytical abilities. * Previous internship or relevant coursework in accounting, investment operations, or private equity preferred. * Proficiency with Excel and MS Office; familiarity with fund accounting systems a plus. * Exceptional attention to detail and excellent organizational skills. * Strong written and verbal communication skills. * Collaborative, reliable team player who is self-motivated and demonstrates high integrity and professionalism. * Willingness to learn with a positive, open-minded approach. Additional Information * This position will work on a hybrid model out of our Santa Monica office * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Associate / Senior Associate, Client Service San Francisco, California Your Role We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include: Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments Participate in working with custodian service teams to facilitate client activity Assisting experienced team members as a liaison with client's other trusted advisors such as accountants, attorneys, lenders and insurance advisors Creating and maintaining client and partner data n Salesforce and other systems Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures Assisting with managing cash positions, money movements, and private banking services for clients as needed About You Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office Bachelor's degree preferred Possess a service-oriented mindset and are motivated to help others Are well-organized and deadline-driven Are proactive and possess strong follow-up and organizational skills Pay attention to the details and are accurate without losing sight of the big picture Manage multiple priorities simultaneously Enjoy collaborative environments and communicate effectively with a broad range of stakeholders Enjoy solving problems - if you don't know the answer, you'll dig until you find it Love taking on challenges and finding creative solutions Doesn't get flustered easily Are discreet in handling sensitive and confidential information Work well independently and as part of a team Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Residential Mortgage Loan Servicing Associate Director will manage the loan closing and servicing processes for a portfolio of Residential Transitional Loans ("RTLs"), and Single-Family Rental ("SFR") loans in addition to other loan structures. This hands-on role requires experience with residential mortgages, asset management processes, and technical infrastructure maintenance. The successful candidate will have experience partnering with various internal teams for example, Front Office Originators, Engineering, and Client Services to design, implement, and optimize servicing workflows, data pipelines, and internal systems. The role requires fluency with technical infrastructure, data management, and reporting tools, in addition to advanced proficiency in Excel and knowledge with commercial contracts, mortgage loan documents, term sheets, and agreements. The Associate Director will lead an established team, support the Head of RML Servicing in designing business processes, drive automation and efficiency in operations, and contribute to the professional development of junior team members. This position reports directly to the Head of RML Servicing. Primary Responsibilities * Establish and maintain a comprehensive servicing oversight process to monitor performance, compliance, and data accuracy across all servicing activities. * Manage third-party servicers, ensuring operational accuracy, compliance with servicing standards, and timely delivery of critical reporting to support decision-making. * Oversee day-to-day servicing needs, delivering data analysis, project execution, risk management, and operational solutions aligned with strategic goals. * Lead and develop junior team members through mentorship and skills training. * Collaborate with Accounting, Operations, and Back-Office teams to set up new investments, ensure accurate reporting, and streamline cross-functional workflows. * Partner with various teams as mentioned above to design, implement, and maintain scalable internal processes, and reporting infrastructure. * Assist in the closing of residential mortgage loans and manage loan draw funding requests, ensuring accurate documentation and timely execution. * Complete special projects as assigned by management. Qualifications & Experience * A bachelor's degree in business or equivalent work experience is required * Minimum of 5-7 years relevant work experience * Excellent Microsoft Office skills * Excellent written and verbal communication skills * Self-starter who needs minimal direction * Ability to manage multiple projects simultaneously * Experience with think Folio order management and portfolio modeling system a major plus * Able to establish and maintain effective working relationships across departments * Both general and front-line knowledge of real estate finance, investments, accounting, and insurance principles OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Pay Range $140,000 - $205,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success. Job Title: Cash Posting Specialist Company: The Wilshire Group Location: Remote/On-Site When Needed, Rancho San Bernardo Hourly Rate: $30.00 Job Type: Contract 6+ months (Part-time 15-20 hours per week) & (Full-time 30-40 hours per week, no health benefits) with the possibility of being hired on Full-Time. About The Wilshire Group: The Wilshire Group is a leading healthcare consulting firm specializing in revenue cycle management, operational efficiency, and strategic advisory services. We partner with healthcare organizations nationwide to optimize financial performance and enhance patient care. With a team of seasoned experts, The Wilshire Group delivers tailored solutions that address the unique challenges of each client, ensuring sustainable improvements and measurable results. Job Description: The Wilshire Group is seeking an experienced Cash Posting Manager Specialist to join our team remotely. In this role, you will be responsible for overseeing and managing the cash posting processes within healthcare systems, ensuring accurate and timely posting of payments, adjustments, and denials. Your expertise in Epic systems will be critical in optimizing cash flow and maintaining the financial integrity of our client's revenue cycles. Under the direction of the Patient Financial Services Supervisor, the PFS Cash Posting Specialist is responsible for accurately collecting patient payments and accurately posting cash and credit deposits by deposit date into the facility's EHR system. PRIMARY FUNCTIONS: 1. Daily balancing of the cash drawer and conducting daily cash reconciliation 2. Research all insurance payments for any discrepancies according to the facility contracts. 3. Responsible for the medical facility's daily bank deposit, inputting payments, and adjusting data onto patient accounts. 4. Processing electronic remittances 5. Posting all miscellaneous cash receipts corresponding to the general ledger accounts. 6. Assist in daily report tracking of all outside vendors to ensure correct posting of all charges and adjustments. 7. Complete the daily credit balance report to ensure concurrent correction of credit balances. 8. Greets and acknowledges each customer. 9. Assist customers with queries. 10. Processes payments and provides receipts for each completed transaction. 11. Post all payments and adjustments to the specified patient encounters in accordance with the current cash posting policy and procedure. 12. Reviews scan documentation to identify contractual amounts, denials, or payment adjustments that require posting to patients' accounts. 13. Must have experience working/posting PLBs Benefits: Competitive hourly rate of $30.00 per hour. Part-Time 15-20 hours per week & Full-Time 30-40 hours per week Flexible remote/hybrid work environment, offering work-life balance. Opportunity to work with a leading healthcare consulting firm and contribute to impactful projects. Continuous learning and professional development opportunities. What Makes San Diego Great: warm climate, outdoor activities, excellent food culture, and proximity to both urban amenities and coastal recreation. Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Analyst, Asset Transfers San Francisco, California We are looking for an exceptional Analyst in our San Francisco, CA office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. Your Role As an Asset Transfers Analyst, you will play a supportive role in the operations for multiple family office clients. You will work closely with external custodians and with our internal Client Service team to assist with day-to-day money movements (e.g., wire transfers, checks, journals, ACH transfers). Additional responsibilities include supporting Client Service in managing private banking needs, custodian authorizations, recurring payments and vendor verification. Diligence and accuracy are key in this role as you will be handling high volumes of transactions and will serve as the last line of defense against fraud. Requirements and Qualifications Bachelor's degree with relevant coursework Prior RIA, family office, or financial services experience preferred Ability to work in a fast-paced environment executing day-to-day money movements (e.g., wire, checks, journals, and ACH transfers) for family office clients Partner with internal business partners to manage family office client private banking needs including, coordination and execution of custodian authorizations, establishing recuring payments, and vendor verification Assist and support a future Treasury Management System (TMS) implementation Strong ability to navigate complex infrastructures and processes Ability to identify high risk activities and promptly escalate Strong focus on control and risk mitigation Investigate payment discrepancies and proactively identify potential missing invoices and payments About You Have a positive attitude Are comfortable in a fast-paced environment with multiple tasks and projects at hand Can multitask and prioritize needs Have excellent time management and strong organizational skills Are self-directed and able to work without a lot of supervision Have a strong work ethic and ability to work well with other team members Are highly detail-oriented, accurate and self-motivated Enjoy solving problems Love taking on challenges and finding creative solutions Can communicate effectively with a broad range of stakeholders Are discreet in handling sensitive and confidential information Work well both independently and as part of a team Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $80,000 - $90,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

FULL-TIME Part-time The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized education to deliver premium programming and consultation for clients in person. ESSENTIAL DUTIES & RESPONSIBILTIES Service and Train Clients * Design and deliver comprehensive fitness programs based on clients' goals that include appropriate exercise selections, programs that include varied fitness offerings, general nutrition guidelines and teaching a fitness lifestyle. * Inform clients of fitness tools available to assist them in achieving their goals. * Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up discussions and track progress. * Demonstrate safe and proper exercise techniques to clients. * Arrive on time, prepared and enthusiastic while being attentive for every training appointment and or group session. * Meet minimum productivity expectations servicing clients and group sessions. * Increase member group training sessions and attendance through strong teaching skills and ability to connect with and motivate others with a wide variety of fitness levels. Service Members and Administration * Assist in member service activities such as fitness seminars, training days, and deliver a positive fitness experience to members and guests through complimentary fitness assessments. * Build and generate a strong fitness business through new client acquisition and retention. * Effective onboarding of new members and clients by providing professional recommendations to help acclimate to a fitness lifestyle. * Coach members on proper use of equipment and exercise techniques. * Start and finish sessions as scheduled. * Handle member concerns or direct to appropriate club management. * Deliver on the Service Promise of Clean, Friendly and Well-Maintained Club by racking weights, team cleans and assisting with maintaining a clean and organized club. * Create, maintain, and regularly update progress for each personal training client, following company guidelines. * Schedule personal training sessions, other appointments and administration of time four weeks in advance using company systems. ORGANIZATION RELATIONSHIPS Reports to the General Manager and will interact with all levels of club staff. QUALIFICATIONS Knowledge, Skills & Abilities * Understand principles of physical fitness and proper exercise technique. * Ability to communicate clearly and concisely, both verbally and in writing. * Ability to adjust and operate fitness equipment. * Ability to perform a variety of exercise routines. * Demonstrate excellent customer services skills. Minimum Educational Level/Certifications * High School Diploma or GED required. * Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator Certifications (AED) received through in person training required. * Degree in a related field or current certification through at least one nationally accredited industry associations. * Specialized fitness credentials preferred or equivalent work experience or education in specialized function. Minimum Work Experience and Qualifications * 1+ years of experience as a Personal Trainer or Fitness Coach. * Holistic fitness program design and consultation experience preferred, but not required. Physical Demands/ Environmental Conditions * Must be able to lift 50 lbs. * Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, jumping, kicking, and prolonged standing and walking. Working Environment * While performing the duties of this job the team member is regularly exposed to moving mechanical parts. * The noise level in the environment is occasionally loud. * Extended workdays are a frequent occurrence, as are weekends and holidays as needed to support the business. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Fitness Coaches at 24 Hour Fitness earn a competitive hourly base rate with the opportunity to increase their income through session premium pay for each training session delivered. Coaches can further maximize their earnings with commission on eligible fitness sales, creating a unique opportunity to be rewarded not only for their coaching impact but also for helping members reach their goals. This blended compensation structure provides stability while also recognizing and rewarding performance and results. Pay Range: $24.50 - $39.20/hour in-session. 17.50/hour non-session. FUNCTIONAL GROUP Fitness

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes. The application deadline is January 23, 2026. What You'll Do: * Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes. * Aid in maintaining research databases and ensuring data accuracy. * Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions. * Support senior analysts and portfolio managers in analyzing investment opportunities and trends. * Prepare summary presentations and research materials for internal and external use. Qualifications * Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027). * Previous internship or academic research experience in finance, investment banking, or consulting a plus. * Exceptional analytical and problem-solving skills (quantitative and qualitative). * High proficiency in Microsoft Excel and Office Suite. * Strong written and verbal communication skills. * Detail-oriented, organized, and able to manage multiple priorities efficiently. * Proactive and able to work both independently and collaboratively. Additional Information * This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid

FULL-TIME Part-time The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized education to deliver premium programming and consultation for clients in person. ESSENTIAL DUTIES & RESPONSIBILTIES Service and Train Clients * Design and deliver comprehensive fitness programs based on clients' goals that include appropriate exercise selections, programs that include varied fitness offerings, general nutrition guidelines and teaching a fitness lifestyle. * Inform clients of fitness tools available to assist them in achieving their goals. * Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up discussions and track progress. * Demonstrate safe and proper exercise techniques to clients. * Arrive on time, prepared and enthusiastic while being attentive for every training appointment and or group session. * Meet minimum productivity expectations servicing clients and group sessions. * Increase member group training sessions and attendance through strong teaching skills and ability to connect with and motivate others with a wide variety of fitness levels. Service Members and Administration * Assist in member service activities such as fitness seminars, training days, and deliver a positive fitness experience to members and guests through complimentary fitness assessments. * Build and generate a strong fitness business through new client acquisition and retention. * Effective onboarding of new members and clients by providing professional recommendations to help acclimate to a fitness lifestyle. * Coach members on proper use of equipment and exercise techniques. * Start and finish sessions as scheduled. * Handle member concerns or direct to appropriate club management. * Deliver on the Service Promise of Clean, Friendly and Well-Maintained Club by racking weights, team cleans and assisting with maintaining a clean and organized club. * Create, maintain, and regularly update progress for each personal training client, following company guidelines. * Schedule personal training sessions, other appointments and administration of time four weeks in advance using company systems. ORGANIZATION RELATIONSHIPS Reports to the General Manager and will interact with all levels of club staff. QUALIFICATIONS Knowledge, Skills & Abilities * Understand principles of physical fitness and proper exercise technique. * Ability to communicate clearly and concisely, both verbally and in writing. * Ability to adjust and operate fitness equipment. * Ability to perform a variety of exercise routines. * Demonstrate excellent customer services skills. Minimum Educational Level/Certifications * High School Diploma or GED required. * Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator Certifications (AED) received through in person training required. * Degree in a related field or current certification through at least one nationally accredited industry associations. * Specialized fitness credentials preferred or equivalent work experience or education in specialized function. Minimum Work Experience and Qualifications * 1+ years of experience as a Personal Trainer or Fitness Coach. * Holistic fitness program design and consultation experience preferred, but not required. Physical Demands/ Environmental Conditions * Must be able to lift 50 lbs. * Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, jumping, kicking, and prolonged standing and walking. Working Environment * While performing the duties of this job the team member is regularly exposed to moving mechanical parts. * The noise level in the environment is occasionally loud. * Extended workdays are a frequent occurrence, as are weekends and holidays as needed to support the business. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Fitness Coaches at 24 Hour Fitness earn a competitive hourly base rate with the opportunity to increase their income through session premium pay for each training session delivered. Coaches can further maximize their earnings with commission on eligible fitness sales, creating a unique opportunity to be rewarded not only for their coaching impact but also for helping members reach their goals. This blended compensation structure provides stability while also recognizing and rewarding performance and results. Pay Range: $28.70 - $45.92/hour in-session. 20.50/hour non-session. FUNCTIONAL GROUP Fitness

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm's functional areas (e.g., Client Advisory, Investment Team, etc.). What You'll Do As a Financial Analyst, you'll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include: Generating client investment reports and curating client balance sheets Financial planning and forward modeling of client balance sheets Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios Participating in day-to-day operational management of the portfolio Tracking capital account balances and transactions using third party data aggregation systems Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests Reviewing and preparing administrative documentation Creating and maintaining client files in firm CRM and other systems About You Hold a bachelor's degree or will hold one upon your hiring date Have between 0- and 3-years' work experience Have strong Excel, PowerPoint, Word, and Outlook Have experience serving and working with clients Can communicate effectively with a broad range of stakeholders Are detail-oriented with a strong sense of accuracy and accountability Seek to understand how the smallest details fit into the “big picture” of our service to clients Are discreet in handling sensitive and confidential information Love taking on challenges and finding creative solutions; continue searching until you find the right answer Work well independently and as part of a team Genuinely like helping people Are hungry to learn Are resilient, resourceful, and adaptable in the face of challenges Considered but not required: Business, economics, or finance major Aptitude for learning new technologies Previous financial services experience Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development and Mindfulness Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

FULL-TIME Part-time The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized education to deliver premium programming and consultation for clients in person. ESSENTIAL DUTIES & RESPONSIBILTIES Service and Train Clients * Design and deliver comprehensive fitness programs based on clients' goals that include appropriate exercise selections, programs that include varied fitness offerings, general nutrition guidelines and teaching a fitness lifestyle. * Inform clients of fitness tools available to assist them in achieving their goals. * Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up discussions and track progress. * Demonstrate safe and proper exercise techniques to clients. * Arrive on time, prepared and enthusiastic while being attentive for every training appointment and or group session. * Meet minimum productivity expectations servicing clients and group sessions. * Increase member group training sessions and attendance through strong teaching skills and ability to connect with and motivate others with a wide variety of fitness levels. Service Members and Administration * Assist in member service activities such as fitness seminars, training days, and deliver a positive fitness experience to members and guests through complimentary fitness assessments. * Build and generate a strong fitness business through new client acquisition and retention. * Effective onboarding of new members and clients by providing professional recommendations to help acclimate to a fitness lifestyle. * Coach members on proper use of equipment and exercise techniques. * Start and finish sessions as scheduled. * Handle member concerns or direct to appropriate club management. * Deliver on the Service Promise of Clean, Friendly and Well-Maintained Club by racking weights, team cleans and assisting with maintaining a clean and organized club. * Create, maintain, and regularly update progress for each personal training client, following company guidelines. * Schedule personal training sessions, other appointments and administration of time four weeks in advance using company systems. ORGANIZATION RELATIONSHIPS Reports to the General Manager and will interact with all levels of club staff. QUALIFICATIONS Knowledge, Skills & Abilities * Understand principles of physical fitness and proper exercise technique. * Ability to communicate clearly and concisely, both verbally and in writing. * Ability to adjust and operate fitness equipment. * Ability to perform a variety of exercise routines. * Demonstrate excellent customer services skills. Minimum Educational Level/Certifications * High School Diploma or GED required. * Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator Certifications (AED) received through in person training required. * Degree in a related field or current certification through at least one nationally accredited industry associations. * Specialized fitness credentials preferred or equivalent work experience or education in specialized function. Minimum Work Experience and Qualifications * 1+ years of experience as a Personal Trainer or Fitness Coach. * Holistic fitness program design and consultation experience preferred, but not required. Physical Demands/ Environmental Conditions * Must be able to lift 50 lbs. * Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, jumping, kicking, and prolonged standing and walking. Working Environment * While performing the duties of this job the team member is regularly exposed to moving mechanical parts. * The noise level in the environment is occasionally loud. * Extended workdays are a frequent occurrence, as are weekends and holidays as needed to support the business. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Fitness Coaches at 24 Hour Fitness earn a competitive hourly base rate with the opportunity to increase their income through session premium pay for each training session delivered. Coaches can further maximize their earnings with commission on eligible fitness sales, creating a unique opportunity to be rewarded not only for their coaching impact but also for helping members reach their goals. This blended compensation structure provides stability while also recognizing and rewarding performance and results. Pay Range: $24.50 - $39.20/hour in-session. 17.50/hour non-session. FUNCTIONAL GROUP Fitness