Associate Advisor

The Company: At Spartan Investment Group, our mission is to Improve lives through our values. We do this by finding value-added and opportunistic investments that offer solid returns to our investors. We make our most significant contribution by providing an opportunity for our partners to grow and creating lasting wealth for everyone with whom we conduct business. We specifically focus on self-storage projects, capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest-growing real estate company in the US and joined the list of the top 100 self-storage owners. We are members of the Inc. 500 fastest-growing private companies in America for the last 5 years, and in 2023, we were nominated #11 in Denver Business Journal's list of top places to work. Mission: As the Acquisitions Analyst, your primary responsibility will be to support Spartan Investment Group’s Acquisitions department in evaluating new potential acquisitions. This role also serves an asset management function and involves collaborating with other departments to analyze and understand existing portfolio performance. This is a unique entry-level opportunity to join a growing, high-volume company with broad exposure to company operations. We are looking for an ambitious learner who wants to commit themselves to growth in a fast-paced environment. Requirements Outcomes:   Develop and Maintain Financial Models: Build and update acquisition, disposition, and supplemental financial models to support investment decisions.   Support Transaction Execution: Assist in all phases of the acquisition process, including underwriting, market research, due diligence, site tours, and closing activities.   Conduct Market and Asset-Level Research: Analyze macroeconomic trends, local market dynamics, and property-specific data to inform investment strategy.   Collaborate Cross-Functionally: Work with internal teams (e.g., Capital Markets, Investor Relations, Asset Management) to evaluate deals, secure financing, and monitor asset performance.   Prepare Investment Materials: Create and present investment memos, internal presentations, and pitch materials for use in Investment Committee meetings and with external stakeholders.   Track and Analyze Existing Investments: Reforecast and assess current assets to inform hold/sell recommendations and business plan adjustments.   Participate in Industry Engagement: Represent the firm at conferences and with industry stakeholders to support deal sourcing and relationship development.   Contribute to Due Diligence and Deal Closing: Travel to sites as needed and assist in reviewing financial statements, operational data, and other due diligence materials to support sound investment decisions.  Competencies:  Judgment/Autonomy – Confidence and ability to use contextual understanding of problems to make consequential decisions with minimal guidance  Attention to Detail – Produces precise and accurate work by thoroughly validating data, identifying discrepancies, and maintaining strong quality control standards.   Growth Mindset – Actively seeks opportunities for personal and professional development. Embraces feedback and is eager to expand responsibilities and capabilities over time.   Initiative & Ownership – Demonstrates a strong work ethic, motivation, and accountability. Manages time effectively across multiple projects while consistently meeting deadlines.   Communication & Collaboration – Articulates ideas clearly in both written and verbal formats. Offers constructive feedback and collaborates respectfully and effectively across teams.   Adaptability & Problem Solving – Navigates complexity with flexibility and resourcefulness. Thinks creatively to address challenges, especially when guidance or precedent is limited.   Professional Attitude – Maintains a positive, coachable, and solution-oriented demeanor, even when facing challenges or high-pressure situations.  Qualifications:  Bachelor’s Degree or higher in relevant field (Finance, Real Estate, etc.) preferred  0-3 years of relevant experience in commercial real estate investments and real estate financial modeling  Highest level of expertise in Microsoft Excel  Experience developing pro forma models is a plus  Travel requirements: 50%  Benefits Competitive Full Time Base Salary: $55k - $65k annually. Commission potential of $15k-$20k. Comprehensive benefits including 401k with company matching.  Access to company profit sharing.  Access to company carried interest program.  Wellness benefits include company paid health, vision, dental, short-term disability, and life insurance.  In house performance coaching.  Unlimited PTO.  Reimbursements for phone, transportation, and entertainment, and more through an innovative cafeteria benefits plan.

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure

XMSTART is looking to add experienced full-time Sr. Budget Analyst to our team, in Chantilly, VA. All positions are 100% Onsite. This program provides SAO with the experience, knowledge, skills, and talent to implement stable business services. Requirements Responsibilities: Support financial and budgetary activities for Special Access Programs (SAP) using NRO business practices and SAO-unique processes in compliance with DoD/NRO Budget Acquisition standards Create and track funding documents, RCAs, and external agency funding actions using the NRO execution tool Track commitment, obligation, and expenditure of funds throughout acquisition/appropriation lifecycle with execution tools and tailored SAP practices Generate monthly budget execution reviews and provide SAP and non-SAP level financial documentation Assist in development and coordination of annual SAP budgets for groups and/orACQ/MSA-coded efforts Create, update, and analyze SAP/MSA spend plans; recommend adjustments based on forecast plans Collaborate with Budget Officers for accurate financial reporting aligned with NRO business policies Review BLI requests in compliance with NRO policies including CLINs, Appropriations, ETs, and BOCs Support development of IPBS, CBJB, IPOM, and CJB submissions including multiple budget excursions Provide NRO budget execution support including funding actions, reconciliation, and issue resolution Provide ad hoc support to NRO/BPO inquiries and SAP reporting requirements Use innovative analysis techniques to perform complex trend analysis across financial data sources Evaluate SAO-level execution and ensure alignment with IC/DoD goals and available resources Prepare budget summaries, memoranda, issue papers, charts, and talking points for leadership Review presentations and briefings for action responses; lead cross-SAO budget meetings Consolidate SAO inputs for performance measure development and reporting Recommend improvements for databases, tools, procedures, and strategies for financial oversight Support and standardize NRO business processes for SAO budget reviews Maintain internal controls for monitoring lifecycle commitments and obligations Analyze cost performance reports and contract financial status reports Provide policy compliance guidance for cost accumulation (CAPCO) for all SAO funding actions Assist with NRO PMP Cost Tools for oversight reviews, ensuring accuracy and regulatory compliance Qualifications: Minimum 5 years’ experience in budget analysis, financial planning, or related roles within the IC or DoD environment Strong understanding of DoD/NRO budget and acquisition practices, including SAP financial processes Proficiency in financial systems, execution tools, and reporting platforms used by NRO Excellent analytical, organizational, and written communication skills Experience in preparing high-level financial reports, justifications, and executive presentations Desired/Preferred Qualifications: Familiarity with NRO financial databases and PMP Cost Tools Experience in SAP program financial execution and oversight Advanced knowledge of BLI, CLINs, BOCs, and related fiscal codes within NRO budgeting practices Education: Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field Security Clearance Requirements: Active TS/SCI clearance with CI Poly Reinvestigation date within 7 years if not an active NRO employee

The No-Fault (NF) Account Specialist is responsible for account management of applicable no-fault cases. The No-Fault Account Specialist will verify and secure authorizations as required by insurance carriers while making notification to adjusters to verify cases. In addition, No-Fault Account Specialist will be responsible for Account Receivable (AR) follow-up with the payers to bring accounts to claim resolution.  Pay Range: $25-27/hour, based on experience   Essential Functions:  Obtains all required authorizations for patients via internet and/or phone in a timely manner and at times with a sense of urgency;  Responds promptly to inquiries received from clinics either via telephone, email or tasking;  Keeps providers abreast of patient authorization status including approvals and denials;  Coordinates with clinic staff to resolve patient relationship issue as it relates to authorization management;  Contacts insurance companies and escalates issues when authorization approvals and claim payments are not timely and/or received;  Reviews work ques on a daily basis to ensure productivity standards on patient account follow up is maintained;  Assists in identifying denial trends for under and overpayments by insurance carriers and escalates as necessary;  Assists in providing resolution to unpaid, unresolved accounts with payers  Maintain working knowledge of HIPAA, OSHA, Risk Management and Compliance practices  Attends staff meetings and assigned training as required.  Requirements At least 2 years experience of medical billing, account receivable follow up experience required, with strong emphasis on denial management and third party policy;  Must have an understanding of clinic operations as it relates to patient registration, referrals, authorizations and cash collections;  Must possess strong leadership skills and strong attention to detail;  Must have an understanding of insurance payor reimbursement, authorization, collection practices and practice management systems;  Must have the ability to maintain the confidentiality of all records;  Must have the ability to manage multiple tasks and demands given while ensuring a high degree of accuracy and attention to detail;  Must have effective interpersonal and communication skills. Benefits Comprehensive Benefits: •  Unmatched paid time off that includes Vacation, Sick, and Personal days! •  401k Matching - It’s never too early to start thinking about retirement! •  Comprehensive health benefits (medical, dental, vision)

Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.  Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate.  In this role, the successful candidate will work under the SVP of Valuations.  Responsibilities: Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions. Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes Strong understanding of DCF, binomial, and option pricing modelling techniques. Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method. Perform market, industry, and economic research and analyses Review and summarize financial, corporate, and legal agreements and other documents Write narrative valuation reports and memorandums Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate Maintain active communication with supervisors throughout engagements and begin to develop client relationships Requirements Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus. Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg). 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm. Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc. Experience working with Capital IQ. Highly Proficient in Microsoft Office, especially Excel and Word Good understanding of the accounting standards related to financial instruments and valuations is a plus. Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment Excellent written, interpersonal, and presentation skills Python programming/coding is a plus Individuals on the path to obtaining the CFA qualification is a plus.   Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources

Bluecrest Residential (“Bluecrest”) is a privately owned real estate investment company headquartered in Newport Beach, CA. Bluecrest principals have owned and operated a multifamily portfolio totaling more than 16,000 units and in high-growth secondary markets. Bluecrest’s competitive advantage stems from its long-standing industry relationships and its fully integrated property management, asset management, and data analytics platform. Since 2018, Bluecrest principals have been investing preferred equity in multifamily assets on behalf of large institutional investors. In 2022, Bluecrest principals were the largest seller of multifamily in the US and has consistently delivered exceptional results, with deal level IRRs exceeding 30% annually since inception. Going forward, Bluecrest is looking to acquire high-quality multifamily assets across the Sunbelt and continue to invest preferred equity in multifamily development projects. Bluecrest is adding a Financial Analyst to support our multifamily investment team in Newport Beach, CA. The Financial Analyst will work on asset management primarily. They will provide support for overall operational performance and the financial metrics of an assigned portfolio of properties. The role involves overseeing analysis and implementing strategies and initiatives across the portfolio. It also includes assessing market and submarket data, evaluating property performance, and developing, communicating, and executing investment plans and strategies at the property level. The ideal candidate will be detail oriented, organized, and business writing skills. They will work directly with an experienced, close-knit team looking to rapidly scale our investment portfolio. The ideal candidate will have strong organizational and analytical skills and be an effective problem-solver. Responsibilities ·         Create and implement strategic business plans for each multifamily asset to enhance performance based on profitability, returns, reputation, and resident satisfaction.  ·         Identify opportunities for value creation through operational efficiencies, capital improvements, or best practices as part of the asset strategy.  ·         Gather, understand, and analyze market data to identify risks, trends, and opportunities for value creation. Examine industry standards, surveys, benchmarks, and economic trends.  ·         Continuously review financials and operating reports to track performance. Provide analysis and scenarios to support strategic decisions and assess performance.  ·         Create executive summaries and investment memorandums. ·         Work with closing team on completing checklist items. Skills/Software: ·         Advanced computer skills ·         Internet research ·         Microsoft Word and Excel ·         Adobe Acrobat Requirements Bachelor's Degree in Finance, Economics, Accounting, Business or related field. You have at one to three years of experience in multifamily real estate finance. You have at least one year of experience in Multifamily Real Estate. You have at least one year of experience as a Financial Analyst. You have advanced computer skills; including Word, Excel and Adobe Acrobat. You have excellent interpersonal and communication skills. You have excellent writing skills. Benefits Competitive Salary- The salary for this position will be determined based on the candidate's total relevant experience. Relevant experience would be 1-3 years underwriting multifamily acquisitions. We anticipate the salary range to be from $70,000 to $110,000. Performance Bonuses- Our corporate team participates in performance-based bonuses. This bonus package is an extensive part of the overall package. Paid Time Off- Unlimited DTO starting upon hire. Mentorship- Work with an experienced team of multifamily investment professionals. Holiday Pay- 10 full paid holiday. Paid Volunteer Hours- 8 hours of paid volunteer time you can use throughout the year. Housing Discounts- 25% off rent available for all employees off any unit. Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match Dental, Vision, STD, & LTD. Retirement Plan- 401K with a 25% company match up to 6%. Travel & Personal Discounts- Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount). Certification Reimbursement- Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more! Tech Forward & Transparent Culture- Innovative internal software to make your job easier! Cultural Appeal- We run on transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters! EOE