Junior Private Markets Research Associate

Our Corporate Finance group is seeking an experienced professional for the role of Portfolio Manager - Corporate Finance & Structured Investor Solutions. The Portfolio Manager will be responsible for underwriting and managing a portfolio of leveraged finance (cash flow) loans and investor facilities (such as NAV, Secondaries, and Participations). This role requires a high level of financial analysis skills, underwriting, and financial modeling. Experience with corporate finance and syndicated lending is preferred. WHAT YOU’LL DO AT CELTIC BANK Lead the credit analysis and underwriting process of leveraged finance loans, including due diligence, risk evaluation, and deal structuring for cash flow-based loan opportunities. The candidate will be responsible for preparing credit approval requests. Manage a portfolio of leveraged finance loans, ensuring optimal performance and risk management. This will include monitoring reporting requirements and compliance with covenants, identifying trends and reporting any potential credit deterioration. Collaborate with partners in operations (documentation/closing and servicing) to ensure consistency with the approved terms & conditions – acts as the first level escalation for issues with documentation/closing and servicing. Maintain strong relationships with clients and stakeholders, providing excellent customer service and resolving any issues in a timely manner. Collaborate with internal teams to streamline processes and improve portfolio performance. Stay updated with market trends and regulatory changes to ensure the portfolio's alignment with industry standards and compliance. Requirements WHAT YOU’LL NEED TO DO IT Bachelor's degree in Finance, Economics, or a related field. An MBA or equivalent is preferred. Demonstrated experience underwriting leverage finance cash flow-based loan structures. Strong understanding of financial statements, accounting principles, and credit analysis. Completion of a formal credit training program is preferred. Minimum of 3 years of relevant experience in banking, specifically in underwriting and portfolio management of leveraged finance loans. Title may be Associate, AVP, or VP, commensurate with experience. Strong knowledge of financial analysis, risk management, and loan structuring. Excellent leadership and team management skills. Strong communication and interpersonal skills. Proficiency in financial modeling and related software. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Pay: $23.00 - $25.00 per hour Job description: Temporary Accounts Payable Administrator Santa Maria, CA | Full-Time | $23–$25 per hour We are seeking a Temporary Accounts Payable Administrator to support a tire company in Santa Maria. This role is full-time, Monday through Friday, 7:30 AM to 4:00 PM. The ideal candidate will have prior accounts payable experience and strong administrative skills. Responsibilities: Process vendor invoices, purchase orders, and payments accurately and in a timely manner Reconcile statements and resolve discrepancies with vendors Maintain organized financial records and filing systems Assist with general administrative tasks as needed Collaborate with office staff and management to support daily operations Requirements: Previous accounts payable experience required Strong attention to detail and accuracy Proficiency with computers, accounting software, and Microsoft Office (Excel, Outlook, Word) Ability to work independently and manage deadlines Professional communication and organizational skills Schedule and Pay: Monday to Friday, 7:30 AM – 4:00 PM $23–$25 per hour (depending on experience) Temporary position (duration to be determined) Job Types: Full-time, Temporary Work Location: In person

As a Summer M&A Analyst, you will gain first-hand exposure to the fast-paced world of middle-market mergers and acquisitions. The program provides a rigorous and immersive experience, designed to mirror the responsibilities of a full-time Analyst. Summer Analysts are actively involved in live deal execution across multiple industries. Responsibilities include building detailed financial models, performing valuation analyses, preparing confidential information memoranda (CIMs), drafting management presentations, and conducting company, industry, and buyer/seller research. Analysts also support due diligence efforts, data room management, and direct communication with clients, investors, and counterparties. The internship is structured to offer end-to-end transaction experience, from early-stage pitch development to final negotiations and closings. You will collaborate closely with Analysts, Associates, and senior bankers, gaining practical insight into how strategic and financial buyers evaluate investment opportunities and how transactions are executed in real time. In addition to technical training, Summer Analysts develop critical soft skills by participating in client calls, management meetings, and deal team discussions. The role provides a strong foundation for a career in investment banking, private equity, or corporate development, while offering a unique opportunity to contribute directly to high-impact M&A transactions. Requirements Must be a rising college senior or entering the final year of a graduate program Full-time, in-office commitment required; the program runs Monday through Friday, June 1 – July 31 Strong academic performance in finance, accounting, economics, business, or related fields Solid understanding of corporate finance, valuation methods, and financial statement analysis Proficiency in Microsoft Excel and PowerPoint; prior experience with financial modeling preferred Excellent research, analytical, and quantitative skills Strong written and verbal communication abilities Demonstrated ability to manage multiple projects in a fast-paced environment High attention to detail and commitment to accuracy Team-oriented mindset with strong interpersonal skills Prior internship or relevant work experience in finance, consulting, or related field is a plus Benefits Hands-On Deal Exposure – Direct involvement in live M&A transactions, giving interns practical skills that extend beyond the classroom. Mentorship and Training – Guidance from experienced investment bankers through structured training sessions, one-on-one coaching, and regular feedback. Professional Development – Opportunities to build technical skills in financial modeling, valuation, and strategic analysis. Networking Opportunities – Exposure to senior bankers, clients, and industry professionals that can help shape future career paths. Career Advancement – Strong performers may be considered for full-time Analyst or Associate opportunities upon graduation. Competitive Stipend – Participants receive a stipend for the duration of the internship, providing financial support while gaining valuable experience.

Are you interested in a career in tax preparation? Can you talk to anyone and make people feel welcome? We are seeking motivated individuals to join our team of tax professionals. No experience is necessary, we will train you*! JOIN FOR OPEN HOUSE ON OCT 7th. Why Join Us? - Liberty Tax is a great place for a flexible career, or even better as a long-term home. We offer continual training for skill development, and a place you can give back to your community. - We are CTEC-certified to offer the 60-hour course required to become a licensed tax preparer in California. - You can enroll in our *Tuition-Free* tax course and get started right away. If we teach you, we guarantee you an interview with our hiring team. Experienced preparers are always welcome. - We are flexible. Classes are held twice a week, covering everything you need to know to become a certified, paid tax preparer. What You’ll Gain: - Comprehensive training from experienced professionals. - Support in obtaining your CTEC certification and PTIN. - Hands-on experience with tax preparation. - The opportunity to start a rewarding career in a growing industry. Requirements: - High school diploma or equivalent. - Strong attention to detail and a willingness to learn. - Availability to attend our 60-hour course, held three times a week. - Interest in tax preparation and customer service. -Sales and/or retail experience a plus. -Bilingual skills are a plus. Details: Tuition: FREE Books: $0 Hybrid Class: 2 days in person, and 1 day from home each week. Classes begin October 16th, and will be held every T, W, and Th until 11/25. Thursday class will be completed remotely from home. Location: 219 Jackson Street Hayward, CA 94544 (Morning Class) Class will be held Tuesday & Wednesday. 2 classes each week. Thursday is study from home. LIBERTY TAX SERVICE-HAYWARD 219 JACKSON ST HAYWARD CA 94544 510-885-1040 LIBERTY TAX SERVICE-SAN LEANDRO 16396 E.14TH STREET SAN LEANDRO, CA 94578 510-481-2040 If you're ready to jumpstart your career as a tax preparer, apply today! We are excited to help you on your journey to becoming a certified professional. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees will apply but may be eligible for reimbursement post-employment. *Liberty Tax is approved by the California Tax Education Council to offer qualifying and continuing education courses that count as credit towards the annual requirements imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees may still apply. *Start your career with us! Apply now.

Are you a creative financial problem-solver who can think critically under pressure? Do you have experience supporting ARPA or similar government programs? Ripple Effect is looking for a highly skilled and dedicated Business Financial Analyst with at least 6 years of programmatic financial operations experience to support our client’s mission. This role is integral to ensuring the financial health of ARPA-H's innovative health research programs. The Business Finance Analyst will analyze and prepare the organization’s budget and analyze financial data, policies, and procedures to ensure compliance, identify risks, and support financial planning.  If this position sounds of interest, there’s a place for you here at Ripple Effect! We offer a diverse and engaging work environment, with a multitude of incentives and flexible work options that work for you and your lifestyle.  General Information  Job Code: PRO-FN-04T  Location: Ripple Effect Headquarters – Rockville, MD  Employee Type: Exempt, Full-Time Regular   (Ask our recruiters about flexible work arrangements)  Telework: Partial or Full Time  Travel Required: Ad hoc to local client site  Clearance: Public Trust Citizenship: N/A Number of Openings: 3 Salary Range: $96,534.00 - $111,014.00 per year (how we pay and promote)  Responsibilities  Support programmatic, financial, and administrative support to ARPA-H's PHO programs, including but not limited to: financial tracking, data entry and recordkeeping, analysis and reporting, budget preparation, and management of project-specific budgets. Monitor and report on variances, implementing corrective actions as needed to ensure financial sustainability. Reviews the quality of budget and financial data to identify data quality issues, identify data gaps, ensure compliance with financial policies and reconcile budget balances.  Contribute to the development and implementation of recommendations to conform with budgetary policies and achieve financial objectives.   Compiles budget and other financial data in the preparation of budgets, forecasts, and other financial reports and analyses to develop meaningful and useful reports for stakeholders both on a periodic and ad-hoc basis.  Develops briefing materials for senior executives by utilizing financial modeling and data analytic tools to analyze data and produce financial summaries.  Contributes to solicitation preparation and management, tracking of deliverables and milestones, maintaining schedule and calendar, meeting support, preparation of correspondence, and maintaining files. Support relationship management with client, senior executives, and both internal and external stakeholders (e.g., other departments, consultants, vendors, etc.). Provides recommendations on technical approaches to accomplish project objectives for complex or large programs including meeting cadence, budgeting or financial approaches, project timelines, resource needs, communication strategies, and data management. May contribute to selection or implementation of technologies that support financial and budgeting activities, developing automated forecasting and reporting tools to increase productivity.  Requirements Minimum Education and Experience  Bachelor's degree in Accounting, Finance, Business or related field, Masters degree preferred  6 years of relevant experience Basic Requirements  Previous experience supporting a Government Research agency (ARPA-H, DARPA, ONR, R&E, AFRL, etc.) in government program financial and administrative support.   Advanced knowledge of financial modeling and data analytic tools, as well as relevant systems for financial, accounting, property management, reporting, and other related systems.  Strong knowledge of financial principles, practices, and federal regulations.  Demonstrated knowledge of organizational policies and regulations that may impact budgeting and financial compliance. Experience in developing, organizing, forecasting, and maintaining financial budgets and tracking technical and financial milestones.  Experience in creating and coordinating budget and acquisition funding documents and has knowledge/competence in analysis is required.  Advanced experience with Microsoft Excel and familiarity with other MS Office products. Excellent organizational and communication skills, strong attention to detail, and the ability to handle a wide variety of tasks, including briefing support and general administration.  To be successful at Ripple Effect, you must be able to pay attention to details, clearly communicate, work independently, and have an eagerness to learn. Learn more about what makes Ripple so great check out our capabilities.   Skills That Set You Apart  Master's degree or professional certification (e.g., CPA, CFA) Proven experience as a Business Finance Analyst or similar role within a government or research-focused organization.  Demonstrated experience in organizing and facilitating small meetings.  Can operate well in a group dynamic, think creatively and critically, and has a fundamental understanding of government budgeting and a fundamental understanding of government contracting.  Can produce work products that are accurate in presentation, context, and can remain focused in in stressful and fluctuating situations.  If you don’t have all of the skills above, don’t be discouraged—no resume paints a complete picture of a person. There’s a good chance you’re more wonderful than you think, so please apply!  About Ripple Effect  Ripple Effect is an award-winning women-owned small business providing professional consulting and exceptional talent for federal, private, and non-profit clients. We deliver multi-disciplinary solutions across Communications & Outreach, Research & Evaluation, Program Management & Policy, Digital Transformation, and Technical & Scientific Support solutions with a focus on science, research, and healthcare domains.  Hiring Process | Life at Ripple   Benefits Ripple Effect rewards our employees for their contributions to our mission in many ways, from competitive pay and exceptional benefits to a range of work/life programs based on your employment classification and personalized preferences.  -----------------------------------------------------------------------  Ripple Effect is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of to race, color, religion, sex, national origin, age (40 or older), disability, or genetic information. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation during the hiring process, please let us know by contacting our HR department at HR@rippleeffect.com or your recruiter. Eligibility for employment will be verified using E-verify. 

📍 Work From Anywhere | Flexible Schedule | Commission-Based Joss Boss Consulting is expanding our team of Virtual Tax Preparers for the upcoming tax season! Whether you are experienced or brand new to the industry, we provide the training, tools, and support you need to succeed. What You’ll Do: Assist clients with preparing and filing individual tax returns Communicate with clients virtually (phone, email, video chat) Review documents for accuracy and compliance Provide excellent customer service and build client relationships What We Offer: 💻 100% remote – work from home or anywhere with Wi-Fi 📚 Training provided (no prior experience required) 💵 Commission-based pay (unlimited earning potential) ✅ Support with PTIN/EFIN applications 📈 Growth opportunities to build and manage your own team Qualifications: Strong communication skills Basic computer skills (uploading documents, using tax software, etc.) Ability to work independently and meet deadlines Previous tax prep or sales experience a plus (not required) Compensation: Commission-based (details discussed during onboarding) Weekly direct deposit 📌 How to Apply: Complete the application here ➡️ https://forms.gle/WmdtTQGurEyHT8Vy7