Vista Equity Partners Management, LLC job in Washington, DC or remote
A leading educational advisory firm in Washington D.C. seeks a Senior Director for Research and Strategic Advisory Services, focusing on Administrative Effectiveness. The role involves overseeing research teams, delivering actionable insights, and collaborating with university executives. Candidates should possess strong analytical skills, a deep understanding of the education sector, and experience in consulting. This position offers competitive pay and comprehensive benefits.
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$105k-141k yearly est. 5d ago
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Core Business Operations Senior Consultant, Value Creation
Vista Equity Partners 4.4
Remote Vista Equity Partners job
We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows-particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista's Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista's Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value).
This role is based in Austin, TX or remote locations and is available for an immediate start.
Responsibilities
As a Senior Consultant on the team, you will:
* Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista's CBO best practices.
* Support Vista's investment teams in conducting business diligence.
* Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities.
* Evaluate and implement deal desk policies in Salesforce or other CRM systems.
* Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies.
* Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables.
* Contribute to continuous improvement of Vista's value creation methodologies and best practices.
Qualifications
* 4-6 years of professional experience in management consulting or B2B SaaS environments-ideally in RevOps, LegalOps, or L2C-related operations.
* Experience with commercial due diligence a plus (but not required).
* Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed.
* Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies.
* Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities.
* Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders.
* Business acumen and familiarity with B2B SaaS lead to cash and back-office processes.
* High emotional intelligence, adaptability, and intellectual curiosity.
* Experience with Salesforce or CLM tools strongly preferred.
* Familiarity with AI tools (e.g., ChatGPT, Claude).
* Willingness to travel up to 25% of time.
The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista's private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
$130k-150k yearly 30d ago
Senior Executive Assistant
Atlas Advisors, LLC 3.8
New York, NY job
Job DescriptionSupport the Mission of the U.S. International Development Finance Corporation (DFC) Atlas Advisors, LLC (ATLAS) is seeking a Senior Executive Administrative Assistant to provide executive level administrative support to senior leadership at the U.S. International Development Finance Corporation (DFC) in New York City. This role supports high visibility and mission critical operations and requires a professional who can operate independently, exercise sound judgment, and serve as a trusted partner to executive leadership in a fast-paced environment.
**This position is contingent on contract award**
Position Overview
The Senior Executive Administrative Assistant provides direct support to senior leadership and executive offices. This position manages complex administrative workflows, ensures coordination across stakeholders, and supports high priority leadership actions, correspondence, and scheduling. The position may oversee or guide the work of less senior staff and may be responsible for ensuring administrative continuity across a designated office or function.
Key Responsibilities
Organize and prioritize a high incoming flow of work for DFC senior leaders and or their offices
Respond to and schedule requests for meetings, invitations, and participation in events
Greet and escort guests at DFC NYC and other DFC office locations
Maintain a control and follow up system for incoming workload and correspondence
Draft and proofread correspondence, reports, and other documents
Serve as a primary point of contact for the executive office and ensure communications are routed, tracked, and handled appropriatel
Assist with travel coordination and voucher processing as needed
Maintain records and databases, including tracking projects and deadlines
Provide guidance or oversight to less senior administrative staff and support continuity of executive office processes when assigned
Process internal ethics clearances for speaker participation at events or widely attended gatherings
Qualifications
Required
U.S. Citizen
Must be eligible to obtain and maintain a Public Trust clearance.
MA/MS degree required in Business Administration, Public Administration, Management, Organizational Leadership, International Relations, Communications, or a related field.
Minimum of 7 or more years of experience providing executive level administrative support in one or more of the following environments:
Federal government
State or local government
Corporate executive offices
Nonprofit or comparable professional settings
Demonstrated experience supporting senior leadership and managing high visibility executive office operations
Strong written and verbal communication skills, including experience drafting and editing professional correspondence
Proven ability to perform all functional duties independently and manage competing priorities in a fast-paced environment
Desired
Advanced proficiency with Microsoft Office Suite and scheduling platforms
Bilingual proficiency in English and Spanish or English and Portuguese
Compensation & Benefits
Competitive salary commensurate with experience.
401(k) retirement plan.
Full medical care benefits package.
Training and professional development.
Company-provided life insurance.
Short-term & long-term disability.
Paid time off.
$104k-167k yearly est. 12d ago
Assurance Intern- Winter 2027
RSM 4.4
New York job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.
Examples of the candidate's responsibilities include:
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
Developing an understanding of the RSM audit approach and tools
Assessing risks and evaluating the client's internal control structure
Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
Drafting financial statements under prescribed formats
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $36 - $43 per hour
$36-43 hourly Auto-Apply 7d ago
Associate, Private Equity Compliance
Vista Equity Partners 4.4
Vista Equity Partners job in New York, NY
Vista Equity Partners ("Vista") is seeking to hire a Compliance Analyst or Associate (subject to experience) to support Vista's Private Equity Compliance program. This individual will proactively assist in identifying and containing compliance risk, foster a business-oriented compliance function, and help the organization embrace compliance.
Successful candidates will possess a high level of personal accountability, a strong work ethic, strong organizational skills, and the ability to work as a part of a team or individually with limited supervision. This is a highly visible and impactful role that will require excellent communication skills and a professional demeanor.
This role is for an immediate start and based in New York, NY or San Francisco, CA.
Responsibilities
* Conduct ongoing internal testing to assess the effectiveness of Vista's policies and procedures, identify potential enhancements, and help ensure adherence to regulatory requirements.
* Coordinate with external compliance consultants on periodic reviews; assist with document requests and participate in interviews with key business partners to provide accurate and thoughtful responses.
* Support the Compliance Team in preparing and filing required regulatory filings, including Form ADV, Form 13F, Form PF, CFTC filings, etc., as well as assist with proxy voting oversight.
* Partner with Vista's investor relations and marketing teams to review and approve marketing materials and social media communications to ensure compliance with the SEC's Marketing Rule.
* Assist with SEC examinations and regulatory inquiries, including document collection, coordination across internal teams, and drafting responses.
* Conduct independent research and analysis on compliance and regulatory developments relevant to private fund advisers.
* Perform other ad hoc projects and initiatives to support the broader Compliance Team.
Qualifications
* Bachelor's Degree
* 3-4 years of experience in a compliance or related role at a registered investment adviser or broker dealer preferred.
* Ability to work in a fast-paced and dynamic environment with changing
* Strong organizational, analytical, written, and verbal communication
* Excellent interpersonal skills and client service
* Excellent time management, organization, and prioritization Ability to work as a part of a team or individually with limited supervision is highly essential.
* Working knowledge of compliance testing, SEC Rule 206(4)-7, and SEC and FINRA marketing rules is also highly desired.
The pay range for this role is expected to be between $110,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$110k-150k yearly 30d ago
Director, Head of Security Operations
Vista Equity Partners 4.4
Vista Equity Partners job in New York, NY
The Head of Security Operations is a senior leadership role responsible for overseeing and directing the security operations of our organization. This includes managing the day-to-day execution of our cybersecurity countermeasures to ensure the safety and security of our people, digital assets, and technology.
Responsibilities
Strategic Oversight & Leadership:
* Develop and implement comprehensive security strategies, aligning with organizational objectives, legislative requirements, and industry best practices as outlined by the CISO.
* Manage the security operations team to successful outcomes.
* Actively participate as a member of the security leadership team and collaborate with other SLT members on initiatives and projects.
* Measure the comprehensiveness, effectiveness and growth of security operations domains, create CISO dashboards indicating trends, propose changes, projects or other initiatives to enhance these programs.
Collaboration: Build and maintain effective relationships with stakeholders, including:
* Security leadership team
* IT and technology teams
* Business leaders and executives
Security Operations Management: Lead and manage a team of security professionals, including employees and vendors, to build and execute day-to-day Security Operations including:
* Asset Management - Discover, inventory and classify all information assets (devices, networks, users, applications and data) so that we are able to appropriately protect and monitor our environment.
* Threat Management- Ingest and develop cyber threat information in order to strengthen our defenses, while working with trusted partners to better prevent, detect and respond to cyber incidents effectively, and to assist our partners to do the same.
* Data Protection - Identify, organize and protect Vista data at rest, in motion, and in use. Safeguard Vista data through consistent policy enforcement and control optimization.
* Platform Protection - Ensure Vista's platforms are managed consistent with Vista's risk and threat landscape to protect their Confidentiality, Integrity, and Availability. Ensure the SOC has the ability to respond to identified compromises quickly and thoroughly.
* Identity and Access Management - Ensure that only the right individuals have access to the right resources under the right circumstances and for the right reasons. Develop mechanisms to detect and respond to identities with overly permissive access rights.
* Secure Culture - Empower end users to be cyber "sentries;" always on alert, knowledgeable of cyber threats, and proactive in reporting suspicious activity to the security team. Make the "security mindset" the default.
* Security monitoring and response - Determine when an event is a security incident that requires investigation or action to minimize impact to the business for any cyber security related Drive continuous monitoring, rapid triage, and effective incident response to minimize business disruption.
Training and Development:
* Stay up-to-date with emerging threats and technologies; and implement changes to security operations and strategies as needed.
* Ensure security team members possess the necessary skills and knowledge to perform their duties effectively. Coach and mentor appropriately.
* Develop and implement training programs and goals for security staff allowing for upskilling and cross training within the team.
Budget and Resource Management:
* Oversee the security operations budget, monitor expenses, and ensure efficient allocation of resources.
Qualifications
* Minimum of 10 years of experience in cybersecurity, including 4+ years managing security operations teams (including operations functions outside of SOC).
* Bachelor's degree in computer science, Information Technology, Cybersecurity, or a related field, or equivalent experience.
* Significant experience in managing information security operations or incident response activities in a complex, fast-paced organization.
* Ability to pivot from manager role to hands-on tasks as situations require it.
* Excellent leadership and communication skills.
* Certifications such as CISSP, CISM, or ISSMP a plus.
* Ability to build effective relationships and collaborate with diverse stakeholders.
* A positive attitude and a passion for solving problems.
* Ability to work at a fast-pace and think creatively.3
* Ability to lead and pivot quickly in a dynamic, high-pressure environment.
* Broad knowledge of security technologies and trends
* Ability to apply technical concepts to problem solving.
* Proficiency with scripting and automation.
The annualized base pay range for this role is expected to be between $215,000 - $245,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. The focus of Vista's Value Creation Team is to accelerate the corporate maturity of its companies - building software businesses that excel in product superiority and operational efficiency. Their collective counsel and resources allow companies to unlock opportunity, scale their business and grow sustainably to deliver value to all stakeholders. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$215k-245k yearly 30d ago
Sales Director - Fintech Enterprise
Fintech Recruiters 4.2
Remote or New York, NY job
Our client is fully regulated crypto start up that provides transactional services, business accounts, and platform APIs to banks and e-commerce businesses building solutions using programmable money. You will be a part of a team whose mission is to create a global economy where people and businesses everywhere can more freely connect and transact with each other with new technologies for digital money.
They are looking for a Sales Director with experience working with small and large Fintech enterprise clients. As a Sales Director,
YOU WILL:
Lead large scale enterprise deals in the financial services and banking markets
Own the full sales cycle from lead generation to a closed deal and successful onboarding
Hire and motivate a driven, efficient sales team
Build and maintain KPIs and sales quotas for the team
Build realistic sales forecasts
Identify opportunities to upsell and cross sell
Create sales content, blogs, whitepapers, and presentations
YOU BRING:
Professional sales experience with large enterprise financial services and banking markets and clients
Track record of closing multi-million dollar deals
Rolodex of important key players in the space
Track record of building and motivating a sales team and growing revenue exponentially
Experience with the payments technology
Familiarity with blockchain technology
Strong understanding of digital assets - cryptocurrencies, tokens
Efficient and effective communicator, public presenter, and team player
Experience with public speaking and media relations
Extremely organized, fast-paced, "hunter" attitude
Benefits
Competitive salary
Stock options
Medical, dental, vision, disability and life insurance
401k
Remote working
Flexible time off
Great team mates and challenging projects
$168k-258k yearly est. 60d+ ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore Inc. 4.9
New York, NY job
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
* One year of professional experience
* Strong academic record
* An excellent, team-based attitude
* Strong work ethic and high energy level
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically PowerPoint and Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$70k-90k yearly 13d ago
Experienced Analyst - Strategic, Defense, and Shareholder Advisory
Evercore Inc. 4.9
New York, NY job
Primary Responsibilities: The Analyst will provide value add analysis and research as part of the Strategic, Defense, and Shareholder Advisory team within the Advisory business. In this role, the Analyst will create client presentations regarding hostile activity, proxy fights, shareholder activism, and corporate governance. The Analyst will work on live activism and raid defense situations, as well as create materials for use in client presentations, internal meetings, and marketing initiatives. The Analyst will work in a team environment within Evercore's Strategic, Defense, and Shareholder Advisory practice.
Responsibilities include, but are not limited to the following:
* Create materials related to shareholder activism, hostile activity, shareholder engagement and corporate governance for use in client presentations, internal meetings and marketing initiatives
* Support live engagements, including proxy fights and raid defense situations, contested M&A and special committee assignments
* Perform research and analysis to identify company's potential vulnerabilities to activist shareholders or potential acquirors
* Monitor relevant trends and regulatory developments
* Collaborate closely with senior bankers and other internal teams on strategic mandates
Specific Qualifications:
* Graduate of Class of 2024 through Class of 2025
* Relentless work ethic and high energy level
* An excellent, team-based atttiude
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Intellectual curiosity and an interest in finance
Expected Base Salary Range: $120,000-$140,000.
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$120k-140k yearly 22d ago
2027 Summer Analyst Program: Global Technology - New York
Evercore Inc. 4.9
New York, NY job
2027 Summer Analyst Program: Global Technology, New York, NY Evercore seeks to hire a Global Technology Summer Analyst for the 2027 Summer Analyst Program. Program Description: The Evercore Summer Analyst Program is a 10-week program designed to provide highly motivated undergraduates with a representative experience in Global Technology, specifically Data Analytics, Application Development, or Cybersecurity. The Program seeks intelligent, mature individuals with the desire and flexibility to work in a fast-paced environment and develop new skills through hands-on experience. In addition, Summer Analysts must demonstrate the ability to work on several projects concurrently and demonstrate a strong commitment to learning and delivering high-quality work. This role includes training, mentorship, and project work, often in areas like software engineering, cybersecurity, artificial intelligence, or data analytics, using modern tools to support global operations.
We're seeking a highly motivated Summer Analyst to join a growing team that supports high-stakes decision-making across the firm. In this role, you'll help design, develop and implement tech-based solutions that streamline how deal teams evaluate opportunities, assess markets, and act on insights-enhancing both firmwide strategy and group-level execution. Core responsibilities may include research & analysis, application and software development and integration efforts, testing, documentation, and validation of applications, and permission standardization.
Working in small, focused teams, you'll take ownership of impactful workstreams while collaborating with peers and receiving guidance from senior stakeholders. This is a hands-on role at the intersection of banking, technology, and applied analytics-ideal for someone who enjoys using code and quantitative methods to solve complex problems and build tools that support high-impact decisions.
Specific Qualifications:
The ideal candidate is a detail-oriented problem solver with strong technical fundamentals and a desire to learn and grow. Candidates should be pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028. We welcome applicants from all majors and look for individuals who demonstrate:
* A strong academic record complemented by broad and diverse interests
* Quantitative and analytical strengths paired with clear and effective communication skills
* An enthusiastic, outgoing, and achievement-oriented mindset with a strong work ethic
* Intellectual curiosity, including an interest in core machine learning and AI concepts and their application to real-world financial data
* Interest in financial services and motivation to apply technical skills to practical business challenges
* Strong organizational abilities and the capacity to manage multiple projects with guidance
* Familiarity with SQL, Excel, Python, VS Code, GitHub, or LLMs - helpful but not required
* Exposure to or interest in Technology, Finance, or Banking - a plus but not required
Application Instructions for Students:
* Applications open January 1, 2026
* To be considered for the internship, please submit your application by February 1, 2026
* Applications are reviewed and interviews will occur on a rolling basis
* Applications should be submitted here: evercore.com/careers
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $115,000 - $115,000
$115k-115k yearly 20d ago
Portfolio Delivery Leader
Rsm 4.4
Remote job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Portfolio Delivery Leader
The Portfolio Delivery Leader is accountable for collaborative design, driving alignment, and successful delivery of a prioritized portfolio roadmap. This role builds and maintains strong, trust-based relationships with key business stakeholders, ensuring that technology investments are aligned with strategic objectives and delivers measurable value.
Acting as a strategic partner to the business digital leader, the Portfolio Delivery Leader ensures the right teams, capabilities, and processes are in place to enable high impact, high-quality solutions. In partnership with Digital Leaders, this role champions an integrated, collaborative delivery model that strengthens business engagement, accelerates decision-making, and enhances transparency across the portfolio.
This position provides leadership and oversight for solution delivery leveraging advanced technologies including ensuring teams consistently apply AI and recent technology design best practices, standards, and methodologies. The Portfolio Delivery Leader is accountable for team performance, delivery excellence, and continuous improvement, fostering an environment of shared ownership, high quality outcomes, and operational efficiency.
ESSENTIAL DUTIES:
Cultivate strong, trust-based relationships with stakeholders to collaboratively shape portfolio roadmaps, prioritize initiatives based on business value, and ensure transparent visibility into delivery progress and effectiveness
Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining world-class custom solutions that seamlessly integrate with internal and external systems. Apply deep business knowledge of assigned lines of business, across lines of business or functional groups to ensure alignment with strategic goals. Drive accountability among leaders to identify and execute opportunities for streamlining delivery workflows through AI, automation, and modern delivery tools. Lead in-house and 3rd party teams on the synthesis of Cloud and hybrid platform offerings into first class solutions for RSM with a consistent focus on delivering high value, high quality solutions that are reliable and will scale to the growing needs of RSM and relevant practice
Establish and oversee processes that enable teams to deliver high-value solutions reliably and collaboratively for RSM business and digital solutions teams. Standardize Agile and SAFe practices across all teams, while fostering leadership collaboration with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity. Champion continuous improvement by driving enhancements in Agile and SAFe practices to optimize delivery efficiency and team performance.
Oversee the execution of advanced products, AI and cloud platform development, governance processes, and manage expectations with stakeholders while continuing to advance the partnership with our business leaders through the priority focus of solving business problems. Identify leading practices around platform Security, Data Integrity, Service Quality, Scalability, Privacy, Risk Mitigation, Disaster Recovery, Control and Monitoring.
Lead high performing teams ensure best practices; standards and policies are adhered to during the execution process. Lead process optimization efforts and provide regular performance
QUALIFICATIONS:
EDUCATION/CERTIFICATIONS
Bachelor of Science or equivalent experience in Software Engineering/Cloud/technology leadership role - Required
Master of Science - Preferred
TECHNICAL/SOFT SKILLS
Solid understanding of Microsoft Azure cloud architecture and administration
Experience building on premise, off-premise and hybrid solutions
Experience building business solutions with a strong understanding of business processes required
Strong conceptual, analytic, and expert problem-solving skills
An understanding of current development technologies
Strong leadership skills with experience managing Agile SAFe development teams to deliver complex business solutions
Motivated to work in a new and growing environment
Strong mentoring and training skills
Excellent communication, collaboration, and influence skills and conveys an approachable demeanor
EXPERIENCE
5 years' experience leading matrixed delivery teams, building strategic roadmaps and providing effective business alignment
Solution Development and Governance required
10 years' experience building enterprise-class on-premise, off-premise and hybrid solutions required
5 years' experience developing and maintaining policies, procedures, standards, and guidelines required
Strong business knowledge in Audit, Tax, Consulting and/or internal functions of the firm required
Strong experience in Agile SAFe
Knowledge and experience with Application Lifecycle Management with Microsoft Team Foundation Server
Experience presenting to C-level executive and Board of Director levels
Proficiency in performing and reporting risk, business impact
Knowledge of experience in developing and documenting cloud architecture and plans, including strategic, tactical and project plans.
Knowledge and experience leading teams focused on Azure cloud and related cloud technologies
Ability to determine when Customization, Development, or additional commercial products are required
Hands on experience with large scale implementation(s) of Azure in an enterprise environment required, specifically around:
Deploying applications for scale in Azure cloud
Monitoring and support of Azure
Disaster Recovery
Performance tuning and optimization
LEADERSHIP SKILLS
Strong leadership skills and the ability to work effectively with business managers, IT engineering and IT operations staff
Ability to influence without authority
Ability to build strong relationships across lines of business, functional areas, and outside vendors
Excellent verbal, written and interpersonal communication skills, including the ability to communicate effectively across the entire organization
Ability to be a leader and SME of Cloud technologies for project and application development teams, management, and business personnel
Ability to drive delivery, motivate team as well as provide input into achieving realistic timelines, roadmaps, and goals
Strong leader: takes ownership, leads by example, creates, and motivates high-performing teams
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $215,800 - $381,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$125k-179k yearly est. Auto-Apply 2d ago
Software Engineers, Bitcoin Startup
Fintech Recruiters 4.2
New York job
Our client is disrupting an industry with innovative products and services for the financial markets. This team is made of up leaders with passion, technical chops and a drive to deliver and execute a vision to transform the financial services industry.
Join a team of great people who strive for excellence, are passionate about their craft, take full ownership for their work and projects, and believe in a transparent and collaborative culture with the goal of making the company successful.
If you're looking for a new challenge that requires innovative thinking and problem solving, and you want to be a part of a team that is transforming the world's financial markets to the betterment of society, look no further.
Our client's stack
Frontend - Typescript, ReactJS, React Native, Apollo, Redux, D3, SCSS, Immutable.js, Webpack
Backend - Golang, GraphQL, PostgreSQL, Redis
DevOps - Kubernetes, Docker, AWS, Terraform
You will:
Lead financial services client facing web application features, covering the entire product lines from inception to launch
Work across the entire stack using modern tech frameworks and tools; own execution
Collaborate across product, design, and engineering teams to rapidly iterate on the product
You bring:
At least 3-5 years of professional experience developing full stack web applications
Fluency in any of these: JavaScript, TypeScript, React/Angular, Node.JS, Golang, PostgreSQL
Experience in Git/GitHub and branching methodologies, code review tools, CI tools, etc.
Comfortable working full-stack
Solid engineering fundamentals and passion for high quality code
Product intuition, user empathy, ability to make sound UX decisions
Strong work ethic
Interest in cryptocurrency and blockchain
Bachelor's degree in Computer Science or Computer Engineering or related field
Nice to have:
Familiarity with developing enterprise web applications in the financial space (B2B)
Fluency in any of these: GraphQL, Apollo, Kubernetes Docker
Familiarity with blockchain and cryptocurrency space
Strong base salary, full benefits, excellent perks and great startup culture
$93k-132k yearly est. 60d+ ago
Temporary Senior Associate- AML Audit (Global Banks)
RSM 4.4
New York job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Temporary Senior Associate - AML Audit (Global Banks)
RSM's AML Audit Group is seeking a skilled Senior Associate to support AML audit engagements for a global banking client. This role sits within the Third Line of Defense and focuses on consent order remediation, issue validation, and regulator-ready audit execution. The ideal candidate brings hands-on AML audit experience, strong data analysis skills, and the ability to produce high-quality deliverables aligned with regulatory expectations.
Key Responsibilities
Support the execution of AML audits within the Third Line of Defense, including coverage of transaction monitoring, customer due diligence (CDD), sanctions screening, and AML governance frameworks.
Assist with audit activities tied to regulatory remediation and issue validation, ensuring corrective actions are tested and sustainable.
Perform data-driven testing: population validation, sample selection, and transactional data analysis.
Prepare clear and well-documented workpapers that support audit conclusions and regulatory expectations.
Collaborate with audit managers and team members, providing subject matter insights where appropriate.
Required Qualifications
3-6 years of Internal Audit experience with direct exposure to BSA/AML and sanctions at large banks or consulting firms.
Experience contributing to audits involving consent orders, MRAs/MRIAs, or other regulatory enforcement actions.
Strong data proficiency: SQL, ACL, Excel, Tableau, or similar tools for large dataset analysis.
CAMS certification (or equivalent) preferred.
Knowledge of U.S. and global AML regulatory frameworks: BSA, OFAC, FFIEC, and related guidance.
Strong written and verbal communication skills; ability to contribute to regulator-ready audit documentation.
Why This Role
This is an excellent opportunity for an AML audit professional at the Senior Associate level to deepen their Third Line experience, work on high-visibility regulatory remediation projects, and sharpen their data-driven audit skills while supporting one of the world's leading banking institutions
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $50 - $74 per hour
$50-74 hourly Auto-Apply 60d+ ago
Vice President, Marketing Operations
Vista Equity Partners 4.4
Vista Equity Partners job in New York, NY
Vista Equity Partners is seeking an experienced Marketing Operations Lead to build and oversee the firm's optimized marketing infrastructure. This individual will serve as the operational backbone of Vista's marketing organization - driving efficiency, consistency, and excellence across digital platforms, campaign execution, analytics, and reporting.
Overseeing a small team responsible for Vista's web properties, email and paid channels, the Marketing Operations lead will advance marketing performance. The ideal candidate is a business partner and clear communicator who excels at building programs, SOPs and relationships to manage the day-to-day rhythm of marketing operations. They will also be passionate about enabling scalable growth through modern marketing technology, automation, and emerging AI-driven tools.
Reporting to the SVP, Corporate Marketing and Events, this newly created role will stand up the Marketing Operations function, partnering closely with Vista's Corporate Marketing, Private Wealth Marketing, Private Wealth Solutions and CAPS teams, as well as data, IT, and external agency partners.
Responsibilities
Marketing Operations Function Leadership
* In support of marketing initiatives spanning Corporate, Private Wealth and Institutional Investor audiences, and in partnership with Marketing leadership, translate marketing strategy into operational plans.
* Ensure cross-functional alignment with Sales, Communications, IT, Product/IR, and Legal and Compliance teams.
* Implement and oversee project management rhythms, including planning cycles, status reporting, campaign calendars, and cross-team communication cadences.
* Participate in or lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Analytics & Performance Measurement
* Drive integrated measurement and reporting processes across Vista's marketing channels (web, paid media, email, social, events).
* Deliver dashboards, insights, and performance readouts that empower teams to make timely, data-driven decisions.
* Analyze funnel performance, attribution, audience behavior, and ROI to guide strategic decisions and optimize impact.
Campaign Operations
* Develop and manage the end-to-end campaign production process - from intake and prioritization to trafficking, QA, deployment, and performance reporting.
* Create clear templates, workflows, and SOPs to ensure consistent execution across teams and channels.
* Collaborate with channel owners (email, web, paid) to ensure consistent campaign tagging, QA, and measurement.
* Enable scalable personalization and segmentation through structured processes and data utilization.
Platform Administration & Vendor Management
* Partner with IT and Martech teams to ensure marketing systems (automation, CRM, analytics, and reporting) are functioning effectively and integrated with firmwide infrastructure.
* Oversee marketing technology platforms (CRM, email systems, website CMS, analytics tools, automation platforms) in partnership with Vista's Martech lead.
* Proven experience with content management platforms such as WP Engine, Marketo, Seismic, Canva, etc.
* Responsible for developing processes for content development, storage and delivery of content to the website, via email, etc.
* Evaluate and implement new tools that improve efficiency or insight.
* Train teams on best practices and ensure systems are used consistently.
Innovation & AI-Driven Optimization
* Evaluate and introduce AI-enabled tools and workflows that accelerate campaign development, improve insight generation, and enhance personalization.
* Stay informed on industry trends, emerging technologies, and best-in-class marketing operations practices.
Qualifications
* 12+ years of experience in marketing operations, analytics, or Martech management preferably building a similar function within asset management, alternative investments or wealth management.
* Proven expertise in building and managing marketing automation, CRM, analytics, and reporting systems.
* Strong understanding of data structures, integration frameworks, and marketing performance metrics.
* Experience overseeing vendor management, system governance, and process automation initiatives.
* Demonstrated ability to create and scale processes within complex, matrixed environments.
* Hands-on experience with tools such as Salesforce, Marketo, Cvent, Sprout Social, Zoom Webinar, SEM Rush, Vidyard, Seismic, Looker//Power BI, project management platforms (Wrike, Smartsheet, Jira) and workflow automation solutions (AI).
* Exceptional communication and stakeholder management skills.
The annualized base pay range for this role is expected to be between $175,000 - $275,000. Actual compensation will vary based on experience, expertise, and geographic location. Additional components include annual performance-based bonuses and a comprehensive benefits package.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista's private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 600+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
$175k-275k yearly 30d ago
TAS Senior -Financial Due Diligence - Healthcare
RSM 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients with a focus on the Healthcare industry. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
* Performs financial due diligence for clients who are acquiring and divesting businesses
* Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
* Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
* Uses various software tools as designated by the firm
* Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
* Excellent verbal and written communication skills
* Proficient with Microsoft Excel and Microsoft PowerPoint
* Ability to travel up to 10-15% locally and nationally
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Easy Apply 31d ago
Associate Director, AI & Engineering Ops
Vista Equity Partners 4.4
Remote Vista Equity Partners job
We are looking for an Associate Director to join Vista's Value Creation Team (VCT) in the Product and Technology (P&T) Practice, which serves as a trusted advisor to portfolio company leaders in product, technology and cybersecurity. As an Associate Director focused on AI & Engineering Operationsand working with engineering leaders across our enterprise software portfolio companies, you will:
* Work with VCT colleagues, investment team members, and portfolio company executives on value creation initiatives that drive AI & Engineering Operations transformation and adoption
* Define and implement AI & Engineering Operationsbest practices across the portfolio, including code generation tool deployment, AI-assisted QA strategies, and SDLC optimization with AI
* Lead portfolio companies through AI & Engineering Operations maturity assessments and create roadmaps for AI adoption across the entire development lifecycle
This role will give exposure to investment decision making, value creation and transformation and will help you gain practical experience scaling the world's premier software/technology businesses. Former members of this team have gone on to accelerate their careers in larger leadership roles within Vista and joined companies in the Vista portfolio as engineering leaders.
The role is based in San Francisco, CA, Austin, TX, or remote locations and is available for an immediate start. We support flexible ways of working, but believe the best collaboration happens at least partly in person. Some travel required.
Responsibilities
* Partner with portfolio company executives to develop AI & Engineering Operations strategies that accelerate development velocity and improve code quality through AI adoption
* Assess and implement AI-powered development tools across portfolio companies, including code generation platforms, establishing metrics for adoption rates, productivity gains, and ROI
* Build and maintain strategic relationships with leading AI tool vendors (GitHub Copilot, Claude Code, Cursor, Cognition, etc.) and model providers (Anthropic, OpenAI) to secure favorable terms and early access to new capabilities
* Develop deep expertise in AI code generation tools, including configuration best practices, rollout strategies, and methods for tracking effectiveness and developer satisfaction
* Design and implement engineering metrics programs using platforms like Jellyfish, LinearB and DX, establishing KPIs that matter, creating action plans when metrics indicate issues and creating mechanisms to measure AI engineering impact at scale
* Create scalable AI & Engineering Operations playbooks tailored to different organization sizes and maturity levels
* Identify and pilot emerging AI technologies across the SDLC including AI-assisted testing, documentation generation, code review automation, bug backlog remediation and predictive analytics for development
* Lead the portfolio's thought leadership in AI & Engineering Operations, staying ahead of trends and establishing Vista companies as early adopters of proven technologies
* Collaborate with portfolio company executives, investment teams and operating partners to develop and shape the value creation strategy to achieve the Investment Thesis
Qualifications
* Passion and curiosity for technology, software and data, as well as what makes successful technology companies and investors
* 7+ years of experience in engineering leadership, DevOps, or engineering operations roles, with at least 2 years focused on AI tool usage, adoption and implementation
* Hands-on experience implementing and measuring success of AI code generation tools at scale
* Deep understanding of engineering metrics platforms and ability to translate data into actionable insights
* Proven track record of successfully rolling out new engineering tools and processes across multiple teams or organizations
* Experience managing vendor relationships and evaluating emerging technology solutions
* Strong technical background with ability to understand and discuss architectural implications of AI tool adoption including usage of rules and instructions files
* Experience with change management and driving adoption of new technologies in engineering organizations
* Knowledge of compliance and security considerations for AI tool usage in enterprise environments
* Willingness to travel up to 25% of time
* Strong communication and project management skills
* Excellent analytical and problem-solving skills, both in individual and collaborative environments
* Ability to drive cross-functional analysis, integrating perspectives on technology, business and finance
* Ability to bring structure to large, complex questions with limited guidance
* Ability to multi-task, operate independently, and deliver on tight deadlines
* Preferred Computer Science or technology-related degree from a top undergraduate institution
The annualized base pay range for this role is expected to be between $160,000-215,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista's private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
$160k-215k yearly 4d ago
Experienced Secondaries Analyst - Private Credit
Evercore Inc. 4.9
New York, NY job
Group Description: Evercore's Private Capital Advisory (PCA) team is a leading global secondaries market advisor, focusing on providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives, advising limited partners on liquidity solutions for their private asset portfolios, and employing various forms of structured ABS technologies to create innovative capital and liquidity solutions for private markets issuers and investors.
What is the position? PCA is seeking to hire a highly motivated Analyst to join its team, with a focus on GP-led private credit transactions. The ideal candidate is intelligent and mature, has experience in investment banking or investing (ideally credit or secondary focused), the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. The ideal candidate must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard.
Specific Qualifications:
* 1-2 years of investment banking or investing experience (ideally restructuring or secondary focused, credit experience a plus)
* Bachelor's degree in Finance, Accounting, or a related discipline strongly preferred
* Proficiency in Microsoft Excel with strong financial modeling skills
* Superior analytical skills and demonstrated excellence in academic coursework
* Exceptional verbal and written communication skills, with the ability to present complex information clearly
* Strong interpersonal skills and ability to articulate ideas
* Demonstrated strong work ethic, self-motivation, and ability to thrive in a fast-paced, team-oriented environment
* Energetic, results-driven, and intellectually curious individual who takes initiative and ownership of responsibilities
Expected Base Salary Range: $120,000-$140,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$120k-140k yearly 42d ago
AI-First Orchestration Engineer
Vista Equity Partners 4.4
Remote Vista Equity Partners job
We are seeking an AI-First Orchestration Engineer to design, build, and scale intelligent workflows that connect people, data, and systems across our organization. This role sits at the intersection of workflow automation, AI integration, and multi-system orchestration - turning business strategies into high-impact, automated processes.
The ideal candidate thrives on translating complex, manual processes into seamless, AI-driven systems. You'll leverage orchestration tools like n8n, Power Automate, and LangChain to integrate CRMs, data sources, and communication channels - enabling our teams to work faster, smarter, and with more insight.
Responsibilities
What You'll Do
Build AI-First Workflows
* Automate multi-step processes across CRM, email, messaging platforms, and data systems
* Orchestrate LLM-powered agents for research, summarization, outreach, and follow-ups
* Implement Retrieval-Augmented Generation (RAG) pipelines to surface the right data at the right time
Integrate Data & Systems
* Connect APIs, webhooks, and automation tools to create a unified "system of insight"
* Maintain two-way integrations between CRM and external data providers
* Ensure data is enriched, clean, and continuously updated from trusted sources
Enable Persistent Intelligence
* Build AI memory for past interactions, key contacts, and organizational knowledge
* Configure triggers that prompt timely, relevant engagement based on live data signals
* Tune AI prompts and workflows for accuracy, brand tone, and business alignment
Rapidly Prototype & Deploy
* Partner with business leaders to identify high-friction workflows
* Deliver MVP automations quickly, test impact, and scale successful pilots into production systems
* Continuously refine orchestration logic to improve accuracy, speed, and user adoption
Qualifications
What We're Looking For:
Core Technical Skills
* Proficiency with n8n and/or Power Automate for workflow orchestration
* Familiarity with LangChain and LLM API integration (OpenAI, Claude, etc.)
* Basic to intermediate Python and SQL for data handling and transformation
* Experience with API integration (REST, GraphQL) and authentication (OAuth, API keys)
* Knowledge of vector databases (Pinecone, Chroma, Weaviate) for RAG workflows
* CRM integration experience (Salesforce preferred)
Experience
* 2-5 years in workflow automation, growth ops, sales ops, data engineering, or technical product roles
* Track record of designing and deploying automations that improve business efficiency
* Bonus: Experience in multi-channel orchestration (email, Slack, LinkedIn, SMS)
Soft Skills
* Curious, resourceful, and able to quickly learn new tools and APIs
* Strong communicator who can translate business needs into technical workflows
* Comfortable working in an iterative, high-speed environment with changing priorities
Why Join Us:
You'll be the architect of our AI-driven operating system - building the automations, integrations, and intelligent workflows that enable teams to operate at peak efficiency. This is a hands-on builder role with direct, visible impact on the way we work, collaborate, and engage.
The annualized base pay range for this role is expected to be between $90,000 - $170,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista's private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
$90k-170k yearly 14d ago
Contract Data Research & Visualization Specialist
General Catalyst 3.6
Remote job
This is a contract position requiring approximately 15 to 40 hours per week. Workload may vary week to week depending on project timelines. Contractors must be available during standard business hours (Pacific Time).
Who We Are
General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond. With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.
About The Role
We are seeking a Contract Data Research & Visualization Specialist to support our investment research team. This person will help us collect, analyze, and visualize data from a variety of online sources - including both automated and manual data retrieval. The ideal candidate has strong technical data skills, an analytical mindset, and a deep curiosity about markets and businesses.
Key Responsibilities
Design and implement web scraping pipelines to extract structured and unstructured data from websites, APIs, and public databases.
Conduct manual data collection and cleaning when automated solutions aren't feasible.
Build data dashboards and charts to visualize trends, key metrics, and insights for the investment team.
Apply data science techniques to identify patterns and relationships in large or complex datasets.
Work closely with investment professionals to support research questions, build datasets, and generate investment insights.
Document data sources, methodologies, and ensure accuracy and reproducibility of results.
Qualifications
3+ years full-time experience working with Python (e.g., BeautifulSoup, Selenium, Scrapy, Pandas, NumPy, Matplotlib, Plotly, etc.).
3+ years full-time experience with data visualization tools such as Tableau, Power BI, or Python-based dashboards (e.g., Dash, Streamlit).
Familiarity with web scraping best practices and respect for data privacy and compliance guidelines.
Strong analytical and problem-solving skills with high attention to detail.
Bachelor's degree in Computer Science, IT, Software Engineering or related field.
Comfortable with independent, remote work and proactive communication.
Prior experience in financial, economic, or investment research is a plus, but not required.
At General Catalyst, we believe the best ideas and the boldest outcomes come from people who bring different perspectives to the table. We know that outlier outcomes require us to think differently than everyone else. That's why we're committed to building teams that reflect a wide range of backgrounds, experiences and ways of thinking. Diverse perspectives are essential to our mission of responsible innovation and creating inclusive prosperity.
$69k-99k yearly est. Auto-Apply 60d+ ago
Payments Risk Intern
Coinbase 4.2
New York, NY job
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*This is a 12-week internship during summer 2026.*
Coinbase is looking for a highly motivated Fraud Risk Intern to support our Payments Risk Management team. You will play a critical role to help identify and prevent fraud on our critical payment rails. Working closely with risk professionals and product teams, your responsibilities will include ensuring that effective controls are in place while maintaining a strong user experience, monitoring and reporting risks, and contributing to thought leadership to prevent fraud.
*What you'll be doing (ie. job duties):*
* Work with internal stakeholders in Product, Data Science, and Engineering to develop and drive forward custom risk management strategies
* Write SQL and build dashboards to detect anomalous behavior, analyze risk trends, and support monitoring
* Synthesize data learnings into compelling stories and communicate them to Payments Risk leadership
* Partner with consumer product teams to improve the user journey without introducing incremental risk
* Proactively identify rules and controls in place that are ineffective, or that have high false positives
* Partner with Customer Experience and Risk Analytics team to implement learnings
* Document and improve processes and procedures
*What we look for in you (ie. job requirements):*
* Some proficiency (~1 years) SQL experience
* Strong communication skills, both written and verbal
* Excellent analytical and investigative skills, and strong curiosity to uncover trends
* Excellent time management and prioritization; enjoy operating in a dynamic and fast-paced environment
*Nice to haves:*
* Currently pursuing Bachelor's degree or above, preferably with a background in technology or finance
* Some proficiency (1+ years) in dashboarding tools (Tableau, Looker, etc.) preferred but not required
* Basic knowledge of the crypto economy, or a desire to learn
Job #: P73586
*Pay Transparency Notice:*Depending on your work location, the target hourly rate for this position can range as detailed below.
Hourly Rate:
$40-$40 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
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