ORIX USA jobs in New York, NY - 364 jobs

ORIX USA's Structuring Group, a structured credit and equity investment platform, is seeking to hire a Senior Associate for their New York office. The Senior Associate will take a central role in structuring, pricing, negotiation, and financing of transactions, with a focus on transaction modelling, pricing accounting, legal and rating agency aspects. The Senior Associate will work with deal teams in a fast-paced and entrepreneurial environment, have interaction with the senior members of the firm and its portfolio companies, as well as, with investment banks, legal and accounting firms, rating agencies and potential investment targets. The position presents an exciting opportunity to work in a fast paced, transactional, and multi-disciplinary environment working on all aspects of transaction execution. Essential Duties & Responsibilities Evaluate potential investment opportunities within targeted industries, with a particular focus on structured credit transactions Perform detailed cash-flow modelling, including for accounting, rating agency, tax and securitization purposes Participate in the legal due diligence of transaction documentation Prepare internal investment approval memos and presentations Interface with internal/external tax, accounting, legal, risk and support teams Independently/proactively present ideas, transaction opportunities and structuring recommendations Other projects and duties as assigned Contacts This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors. Education, Skills & Experience Required Bachelor's degree from accredited university in STEM subject or finance, economics, or related field Minimum 3+ years of investment banking, private equity, or investment management experience Experience with insurance company investment strategies a plus Strong accounting/financial modeling and analytical skills supported by a high proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational, communication, writing, presentation, and interpersonal skills Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team Ability/willingness to travel when required Preferred GAAP financial reporting experience/understanding Rating agency methodology and securitization techniques Knowledge of operating BBG terminal and INTEX Experience in reviewing complex legal documentation Annual base salary gross: $150,000 - $180,000 (NY only). The base salary range represents the estimated low and high end of the ORIX USA's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Morgan Stanley Senior Executive Assistant Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Job Responsibilities: Support multiple Senior Executives for Administrative needs Telephone coverage, answer phones, take accurate messages, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues Heavy client interaction with high-level executives; act as liaison with clients and their assistants Maintain executive calendar as needed; schedule meetings, conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues Coordinate all related conference room needs, including any catering, audio/videoconference set up, with Receptionist Coordinate client dinners & outings, as needed Arrange all aspects of travel, keeping executives' travel profile up-to-date, manage approvals for any travel, arrange flights, hotels, rental car and sedan service, currency exchange using agency and online services, international data on corporate mobile Prepare all itineraries Coordinate expense reimbursement, with the FID Expense team, on a timely basis Process Invoices for Vendors, Conferences, Sponsorships, Client dinners and Charity events Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind Maintain filing system, correspondence, documents and personal files for Managers Navigate Firm's resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services Send and retrieve faxes Open and distribute Managers' mail, sort and prioritize; arrange messenger and overnight package services Train new hires and temporary workers, on phones and all office routines/policy/procedures Provide backup support for colleagues during vacation/sick days, and assist their managers as needed, with phone coverage and other office needs Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area Handle personal work as directed Required Skills and Personal Attributes: Excellent communication, writing, judgment, and problem-solving skills Strong attention to detail as well as solid organization/time management skills Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues Able to work in a fast-paced environment and handle multiple tasks concurrently Flexible to supporting multiple Senior Executives, that may change over time Other Requirements: College Degree Preferred or Relative Corporate Experience preferred (5+ Years of Experience) Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts Other applications helpful include Excel, PowerPoint, internet and research tools Solid typing skills (60+ wpm) Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements Reports to: Office Manger Hours: 7:30 AM - 6:00 PM WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities - Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve - Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated - Develop challenger model methodologies for the official production models - Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred - Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred - Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred - Prior experience with developing or validating models is a plus - Strong written and verbal communication, critical thinking, problem solving and team collaboration skills - Familiarity with coding languages (Python preferred) - Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks Background on the Position The role will reside within the Firm Risk Management's Risk Analytics area. Risk Analytics develops market risk analytics, credit risk analytics and scenario analytics models providing quantitative analysis on the Firm's risk exposures. By developing mathematical and statistical models, Risk Analytics calculates the risks associated with specified sets of financial positions and day-to-day operations. Risk Analytics COO Team covers a broad array of areas for the department, including planning, budget/resource management, model advisory & support, recruiting, project management, management of Regulatory/Internal Audit /Model Risk Management deliverables, governance, controls, policies & procedures, training and talent development. Primary Responsibilities > Provide project management support on a variety of initiatives > Track various regulatory, audit and model related deliverables > Understand the models and approaches used and provide advisory support or challenge to the model developers > Lead or present at meetings; prepare relevant meeting materials as well as presentations on models and associated processes working with the model developers > Support organizational, infrastructure/technology initiatives in coordination with other teams > Develop and maintain model policies and procedures Qualifications > Bachelor's degree required > Minimum of two years of experience at financial institution or consulting firm in a technical project management or coding capacity > Strong analytical skills, logical ability with a proven record of attention to detail > Advanced knowledge of MS Excel, PowerPoint and Word > Ability to build strong working relationships with key business partners > Self-motivator and team player who brings a can-do approach > Strong interpersonal and communication skills, written and verbal Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. This role is hybrid and currently requires in office attendance 3 days/week. The in office requirement is subject to change at any time. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments: Institutional Securities Group (“ISG”), Global Wealth Management via Wealth Management (“WM”), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement and trust services. The US Banks - Morgan Stanley Private Bank, National Association (“MSPBNA”) and Morgan Stanley Bank, N.A. (“MSBNA”) - provide cash management and lending products and services to serve the needs of WM & ISG clients and seeks a Vice President (“VP”) as part of the US Banks First Line Risk team. The VP will report to the Head of the US Banks Regulatory and Audit Oversight and will be responsible for supporting the Regulatory and Audit Oversight program. The role will be based in New York, New York. This individual will be responsible for supporting the 1LOD regulatory risk and audit oversight programs. Regulatory Oversight and Support • Partner with Regulatory Relations and management to coordinate the exam process for the two US Banks. Complement the Regulatory Relations program without duplication • Ensure the Banks are adequately prepared for upcoming meetings and exams. • Manage the development, implementation and execution strategy of the 1LOD Risk regulatory examination process. • Collaborate with stakeholders to confirm comprehensive and consistent practices are followed to allow for successful execution of exams. • Ensure First Day Letter, inquires and requests are responded to in a timely manner by management. MRA Remediation • Ensure the Head of Business Risk is informed of regulatory matters. • Confirm thorough action plans are created to mitigate risk identified with owners and due dates. • Monitor remedial activity to ensure that issues and action plans are completed in a timely manner and meet the spirit and letter of regulatory expectations. • Manage tracking and deliverable status of issues and action plans to ensure deadlines are met. • Proactively work with management to prevent delays with remediation. • Confirm 1LOD testing is performed to demonstrate enhancements are working as designed and expected. Internal Audit Coordination • Support the relationship with Internal Audit, manage the affiliate agreement and confirm services provided are satisfactory. • Partner with Internal Audit to coordinate the Internal Audit process for two US Banks. • Manage the development, implementation and execution strategy of the internal audit oversight process. • Collaborate with stakeholders to confirm comprehensive and consistent practices are followed to allow for successful execution of internal audits. • Ensure audit requests and inquiries are responded to in a timely manner by management. Governance • Confirm adequate governance for regulatory and audit programs. • Prepare corporate governance risk reporting. • Ensure policies and procedures are comprehensive. Other duties as assigned Limited Travel Qualifications • 5+ years of professional experience in financial services with focus on regulatory compliance, regulatory relations at or interacting with U.S. financial regulators, or experience in audit or risk • Bachelor's Degree • Juris Doctorate a plus Skills Required: • Ability to work in a fast-paced, high-demand environment, both independently and as part of a team, under tight deadlines and with the ability to manage multiple priorities concurrently, efficiently and effectively. • Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities. • Strong interpersonal, verbal, and written communication skills; capable of making presentations to an internal audience, and interacting positively with senior management, colleagues and clients. • Strong project management and reporting skills. • Proficient with Microsoft PowerPoint and Excel. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Responsibilities: • Develops new prospects and interacts primarily by phone to increase sales of services. • Provides support to customers over the phone • Constant communication with outside businesses • Continuous lead follow up • Consistent communication and status updates with sales manager Knowledge, Skills and Abilities: • Superior closing skills • Entry Level with 1-3 years minimum sales experience • Experienced with Microsoft Office and Internet Explorer • Excellent phone skills • High level of ambition, integrity and respect for others • Strong sense of financial sales • Punctuality and strong work ethic Educational Requirements: • Requires an Associate's degree or its equivalent with at least 1-3 years of sales experience in the field or in a related area. Bachelor degree preferred.

Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests Conducting research on stocks / companies in order to evaluate risks and make trading decisions Daily risk management and hedging of the trading books, including close interaction with other traders and brokers Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Our New York office is looking for an Investment Banking Associate to join the Healthcare Group. The successful candidate will have the opportunity to work with clients across the healthcare industry on a wide range of complex transactions including strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will be expected to have advanced technical skills including expertise in all forms of modeling related to strategic advisory and capital markets transactions. The successful candidate will have the opportunity to work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team of high-performing industry professionals who will encourage you to take on meaningful responsibility on some of the most important transactions happening in the industry. Qualifications: - 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors - Experience in the healthcare industry is strongly preferred, but not required - Commercial instinct and ability to perform under pressure and tight deadlines - Expertise in reading and interpreting financial statements - Experience modeling related to all relevant transactions - Strong teambuilding skills - High level of motivation and commitment to working hard - Strong written and verbal communication skills - Bachelor's degree is required; an MBA, CA and/or CFA designation would be an asset - Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion. This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements. Primary Responsibilities As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting. Key responsibilities will include but will not be limited to the following: Executive Stakeholder Management Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology. Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities. Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling. People Leadership & Team Development Serve as a role model for analytical rigor, strategic thinking, a “get it done” attitude, and professional conduct. Lead and mentor junior team members by providing coaching, feedback, and growth opportunities. Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability. Change Execution & Implementation Oversee change management for high-impact transformation programs, ensuring successful adoption. Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures. Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment. Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes. Operational & Financial Management Track engagement economics, staffing, budgets and performance metrics. Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards. Contribute to annual planning, portfolio management, and continuous improvement of team processes. Skills Required: Proven ability to manage delivery/execution of a wide range of tasks and initiatives. Proven ability to manage multiple projects and priorities. Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders. Ability to lead and influence cross-functional teams where there is no direct reporting chain. Experience managing major organizational change programs, such as merger integrations or corporate restructure. Strong written and verbal communications skills. Ability to interact at all levels of the organization and tailor messages appropriately. Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management. Independent self-starter who can manage multiple activities to aggressive deadlines. Eagerness to learn the business and understand detailed technical requirements. Occasional travel may be required. Qualifications: A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles. A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers. Proven ability to lead large, complex projects and deliver measurable business impact. Exceptional executive communication skills and comfort interacting with senior leadership. Demonstrated ability to lead, coach, and develop consulting teams. Experience building or scaling an internal consulting, strategy, PMO or transformation function. Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm. Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management. BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred. The position will be based in New York City. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as a Director in WM Operations to be part of the CMCPR Risk Team which ensures that our operations run smoothly, compliantly, and efficiently by managing risk and maintaining control over various processes. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within the Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - The Risk and Control Specialist is responsible for a broad range of operational risk management tasks supporting functional process owners in Capital Markets, Core Processing & Risk. Trade Support (e.g., Fixed Income, Equity, Syndicate, Structured Product, Futures, FX, Precious Metals, Options, Crypto, 24/5 Trading model support), Clearance, Settlement (e.g., DTC, International, FED, Stock Leading, Fail management & Buy Ins.) Asset Transfers (e.g., ACAT, DRS, DWAC, Physicals) Corporate Actions (e.g., Mandatory, Voluntary, Income & Dividend) Control function (e.g., Balance & Control, Possession or Control) Operational Risk Management functions include ensuring desktop procedure and supervisory procedures exist, conducting reviews to assess completion and performance of operations tasks, reviewing compliance with firm policies and regulatory expectations, facilitating Risk Assessments (iNFR-A), control design, business continuity, entitlement management, analyzing and reviewing operational risk incident (ORI), conducting independent monitoring, manage internal audits and compliance reviews, and analyzing key risk metrics. Additionally, the Risk team leads the coordination of external audits (e.g., SOC1, 10-K, FICCA) and internal Compliance exams. Strong organizational skills and attention to detail are required to manage multiple collection points, audiences, and fluctuating deadlines. Responsibilities may also include conducting process walkthrough meetings with Operations, designing test scripts, conducting testing, reporting results, and compiling reporting for management. - Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes - Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues - Coordinate work, train and develop other team members where required, including task allocation, and project contribution. - Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels - Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team - Ability to operate independently across the majority of day-to-day responsibilities - Culture carrier across Operations, embracing the Firm's core values and acting as a role model - Collaboration and teamwork skills and experience, including strong interpersonal skills - Organizational skills, with strong attention to detail, and the ability to manage multiple deadlines - Strong communication skills, both oral and written, including experience with business process documentation, and preparing management reports using PowerPoint and Excel - Strong analytical skills, including root cause analysis - College degree (BS or BA) - Power BI and Alteryx are a plus - At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $99,000.00 and $133,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTION Strategy Align with and be a driving force of the business plan of VAS Have a long-term vision and self-motivation to be a steward of growth and change Marketing and Business Development Proactively and effectively contribute to the marketing and business development efforts of VAS Have a proven track record of past activities that produced financial results Account Management and Operational Excellence Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS Being technically strong in business valuation is a must Leadership and Teamwork Reflect the highest professionalism and business acumen in all interactions with clients and team members Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives Have prior experience successfully leading and being a team player of a group of business valuation professionals Financial Plans Meet and exceed financial targets set forth for the principal individually and for VAS Prior track record of generating and managing $1.5+ million in annual revenue For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Location: Baltimore, MD (4x per week in office) What you'll do in the role: Help identify risk and impact to relevant coverage area to prioritize areas of focus Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner Assist in managing multiple deliverables in line with team priorities Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers What you'll bring to the role: Understanding of business line and key regulations relevant to coverage area Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) Ability to identify and analyze multiple data sources to inform point of view Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly A commitment to practicing inclusive behaviors At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $108,000 and $154,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Lument Real Estate Capital provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate through its affiliated companies. Lument provides its clients, which include both tax-exempt and for-profit organizations, private equity backed firms, REITs, investors, and lenders, with a full suite of financing and strategic solutions. This includes mortgage banking, a variety of direct balance sheet lending options, private equity, investment banking and mergers and acquisitions. Purpose and Job Summary We are seeking a highly motivated and results-driven Business Development Manager. The ideal candidate will focus on identifying, developing, and pursuing new business relationships specifically aimed at bringing in third-party servicing opportunities. This Senior Director, Servicing Business Development role requires a blend of strategic thinking, market research, relationship-building skills, and sales acumen to expand our third-party service offerings and increase revenue streams. Essential Duties & Responsibilities * Partner with Chief Operating Officer & Head of Loan Servicing to execute upon a business development strategy tailored to the acquisition of third-party servicing opportunities * Negotiate and close new third party servicing opportunities, ensuring alignment with company strategic goals and growth objectives * Coordinate with cross-functional teams to ensure successful integration and implementation of third-party services for clients * Build and nurture long-term relationships with third-party service clients to foster trust and collaboration * Responsibility for P&L management. Ensuring we are winning business with profitability margins that, at a minimum, are not dilutive to Lument's overall profitability margins * Provide regular updates to senior leadership on business development activities, progress, and results. * Creation of Business Proposals * Creation of marketing materials/campaigns * Ability to lead coordination efforts with internal stakeholders: * Chief Operating Officer * Debt capital markets group * Loan Servicing & Asset Management leadership * Marketing Travel Requirements - up to 20% Education, Skills & Experience Required * Bachelor's degree preferred but not required * At least 10 years of experience in commercial real estate mortgage industry with a strong understanding of loan servicing * Excellent organizational, communication, presentation, and interpersonal skills * Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; * Ability to manage multiple assignments and transactions simultaneously * Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities * Established connections/relationships with debt capital providers Contacts This position has frequent contact with all levels of employees, management and executives. In addition, this role will interact with outside business partners, vendors, consultants, and other office visitors. Annual base salary gross: $180,000 - $200,000 (NY only). The base salary range represents the estimated low and high end of ORIX's salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Marketing Specialist focused on events to join our team in either our New York City, NY or Jericho, NY office location. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Marketing Events Specialist is responsible for planning, executing and managing the firm's in-person events, webinars, sponsorships and trade shows. This role collaborates closely with firm leadership, vendors, and the marketing team to deliver events that elevate the firm's brand, client engagement and business objectives. The ideal candidate is proactive, detail-oriented, and comfortable managing multiple events simultaneously, while ensuring exceptional event experience and clear event ROI. Responsibilities include, but are not limited to: Planning, coordinating and executing firm-hosted events, including venue research, logistics, vendor management, run-of-show, and onsite coordination Managing all event communications, including invitations, registration pages, reminders, and confirmations using the firm's marketing and CRM tools Managing event budgets, including vendor quotes, expense tracking, and reconciliation Collaborating internally with firm leaders, event participants and the marketing team to develop event objectives, messaging, materials and desired outcomes/results Coordinating event materials such as presentations, promotional items, signage, and handouts, ensuring all elements align with brand standards Planning execute and facilitate engaging webinars for clients and prospects, including working with internal teams to develop content aligned with the firm's brand and positioning, and ensuring smooth technical execution Managing the firm's participation in industry sponsorships and trade shows, ensuring all deliverables, deadlines and branding requirements are met Managing post-event follow-up, including thank-you emails, attendee and participant feedback; track and report on event ROI, analyzing event performance and leveraging insights to inform future event strategy Ensuring all event-related contacts, attendee lists, and follow-up activities are accurately captured in HubSpot to support growth, nurturing workflows, and reporting Maintaining and continuously improving event checklists, timelines, and SOPs to increase consistency and efficiency Regularly evaluating competitor and industry events to identify opportunities and provide recommendations; staying current with industry event trends, best practices, and technologies; recommending new formats to increase reach, engagement and impact Qualifications Bachelor's degree in Marketing, Communications, or related field 2-3+ years of experience in event planning within a professional services or corporate environment (experience in accounting, legal, consulting is strongly preferred) Strong project management skills with the ability to execute multiple events simultaneously and meet deadlines Experience with webinar platforms and virtual event coordination (On24 experience a plus) Excellent communication and collaboration skills Strong attention to detail, with a focus on delivering high-quality events and experiences Ability to work independently and adapt in a fast-paced environment Experience with HubSpot and WordPress Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back , we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $65,000 - $80,000

JOB SUMMARYAs a Senior Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients. Appropriately manage risk and ensure quality control procedures are being executed Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services Demonstrate technical knowledge effectively through written and verbal communication Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 6 - 8 years in relevant position Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation Preferred education and experience Master's degree in accounting, finance, economics, or a related field Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader in energy, metals, and agricultural product trading worldwide whose professional's trade in both physical and derivative commodity risk. Background Morgan Stanley's derivatives trading businesses operate in fast-moving global markets across asset classes. The First-Line Credit team partners directly with investment bankers, corporate derivatives marketers, traders, and structurers to evaluate counterparty and transactional credit risks, ensuring both strong business enablement and disciplined risk management. We are seeking a mid-level credit professional to support evaluation of new derivative transactions, develop balanced credit recommendations, and articulate views clearly to senior stakeholders. Primary Responsibilities: Transaction Evaluation & Credit Underwriting Evaluate new counterparty risk associated with derivative transactions across corporate counterparties, PE funds, and securitization structures. Develop clear, balanced, and well-supported written credit analyses assessing counterparty fundamentals, transaction structure, collateral/CSAs, exposure dynamics, stress outcomes, and key risks. Present and defend transaction recommendations to senior leaders within the business and Firm Risk Management. Participate in transaction discussions with trading, structuring, capital markets origination and sales to ensure a shared view of credit appetite, structural mitigants, and commercial considerations. Stakeholder Engagement Act as a first-line partner to the trading desk-ensuring efficient information flow, early identification of credit issues, and collaborative problem-solving. Build strong working relationships with second-line Credit Risk Management, Legal, Trading, and Operations to support smooth execution of transactions. Support senior team members in due diligence discussions with counterparties for new relationships or complex structures. Ongoing Portfolio Monitoring Maintain active oversight of assigned counterparty portfolio, including review of financial performance, industry trends, limit usage, and exposure changes. Identify emerging risks proactively and escalate as appropriate. Assist in preparing periodic portfolio reports summarizing ratings changes, excesses, and market impacts for senior management. Documentation & Reporting Prepare concise yet thorough credit memoranda, exposure summaries, and transaction approvals for internal committees. Contribute to ad hoc presentations for business leadership, Firm committees, and regulatory inquiries. Review trade requests for exposure profiles, tenor, documentation considerations (ISDA/CSA), and structural elements. Required Experience & Qualifications Bachelor's Degree required. 4-8 years of relevant experience in one or more of the following: Credit rating agency (corporates, financial institutions, or structured products) Leverage / Acquisition Finance team Secured lending team Bank credit risk management team Structuring or credit-intensive role within a bank's trading or capital markets division Strong analytical ability and comfort working with complex information under time pressure. Demonstrated ability to develop coherent credit views and communicate them clearly-both in writing and in discussions with senior stakeholders. Familiarity with traded products, ISDAs/CSAs, and exposure concepts preferred. Ability to work independently in a fast-paced trading-floor environment while managing multiple deliverables. Strong interpersonal skills and a collaborative mindset to partner effectively with front-office teams. Preferred Attributes Experience with derivatives exposure metrics, stress testing concepts, and transaction structuring. Experience presenting credit recommendations to committees or senior risk stakeholders. Comfort interacting with clients, counterparties, and internal teams across the Firm. Interest in market, sector, and counterparty-specific developments relevant to traded credit exposures. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between between $150,000 and $200,000 per year commencement of employment for Associate, and between $160,000 and $250,000 per year commencement of employment for Vice President. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ORIX's Portfolio Management team is seeking to hire an Associate Director for its New York office. The Portfolio Management team reports to the Head of Integrated Risk and Portfolio Management and is responsible for the ongoing portfolio management and monitoring of ORIX's investments across its Private Credit, Private Equity, and Real Estate businesses. Its key function is to identify credit migration and risk mitigation strategies in coordination with the business and the Risk Management team. The Associate Director's overall objective is to manage ORIX's portfolio exposure to Structured Credit, Asset Based Finance, and Fund Finance assets. The Associate Director will determine the appropriate investment risk ratings through the ongoing review of financial metrics, the completion of periodic reviews of business line reports, liquidity and valuation analysis, covenant review and testing, monitoring of industry news articles and other early warning alerts, quarterly investment reporting, and the preparation of Watch-List review. In this role, the Associate Director will work closely with the Originations and Underwriting teams to actively manage the dialogue with the underlying portfolio assets and assist in the evaluation of amendments and/or collateral modifications. In parallel, the Associate Director will also work with other members of the Portfolio Management team and other stakeholders on various strategic initiatives related to portfolio management, including enhancements to data quality, management and reporting, process improvements, credit research papers, and the development/review of policies and procedures. Essential Duties & Responsibilities Monitoring of Structured Credit, Asset Based Finance, and Fund Finance portfolio investments - analyze financial KPIs, underlying end markets, and sector trends; track financial performance and covenants against expectations; understand levers and negotiation tactics associated with credit documentation; prepare discussion materials for internal portfolio reviews, and present to senior management; Financial and credit analysis - review valuation analyses; assess asset values, collateralization and liquidity; recommend changes to risk ratings, credit reserves, and impairments; evaluate amendment and/or collateral modification requests; Monitor portfolio KPIs and communicate and co-ordinate risk mitigation strategies as risk(s) evolve; Prepare portfolio management presentations for senior management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity; Establish and leverage cross-business partnerships and network with key internal and external constituencies; Assist the Portfolio Management team on various projects, which may focus on, but are not limited to, data quality, monitoring process, or governance; and Other projects and duties as assigned. This is not a trading role. Contacts This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors. Education, Skills & Experience Required At least 3+ years of underwriting, portfolio management and/or credit review experience related to structured credit, asset based finance, or fund finance at an investment bank, large commercial bank or insurance company. Experience in structuring bespoke asset backed financing or fund finance a plus; Undergraduate degree in finance, accounting, economics, or related subject; completion or progress towards an MBA or CFA preferred; In-depth understanding of structured credit, including a strong understanding of legal documentation and traded CMBS, RMBS, CLO products; Completion of a formal credit training program is a plus; Strong accounting and financial modeling skills; Strong analytical skills; Superior analytical, organizational, and written and verbal skills; Excellent interpersonal skills and ability to work cross-functionally; Advanced knowledge of Excel. Strong PowerPoint and presentation skills; Ability to meet tight deadlines and manage multiple tasks at the same time; Motivated, self-starter, and team player; strong work ethic and positive attitude; and Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Annual base salary gross: $150,000 - $185,000 (NY only). The base salary range represents the estimated low and high end of the ORIX USA's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST. Primary Responsibilities - Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas. - Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution. - Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience - 3+ years of experience managing projects required - Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus - Have an undergraduate degree in Business, Finance, or other related fields - Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL - Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required - Ability to partner effectively with team members and with colleagues across the wider organization. - An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required. - Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships. - Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome. - Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership - PMP or Project Management certification is a plus - Experience with model validation or model governance is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JOB SUMMARYThe Senior Analyst will play a key role in working with senior leaders to grow the Valuation team and deliver superior client service. Senior Analysts work on a variety of assignments, including business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting. Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Mentor and train new staff in areas of expertise and responsibility Collect and organize relevant financial and operational data to support valuation models and assessments Coordinate various phases of engagement with management Respond timely and accurately to internal team and client requests Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 2 plus years years of relevant valuation experience is required Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus. Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models Strong analytical and problem-solving skills Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg Excellent written and verbal communication skills Experience working with diverse teams Preferred education and experience None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.