Chief Compliance Officer - To 125K - Milwaukee, WI - Job 3141

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

Thank you for considering the Senior Director, Client Success role with Moonbug Entertainment, an award-winning global entertainment company inspiring kids everywhere to laugh, learn and grow.  The company is behind some of the biggest kids’ entertainment brands in the world including CoComelon and Blippi. Moonbug believes every child should have access to our entertaining and enriching content, which is why our shows are available on more than 150 video platforms globally including Netflix, Disney+, BBC iPlayer and YouTube Kids. Moonbug is also a global leader in pre-school music and audio experiences, available on 100+ audio platforms globally. Moonbug brands extend far beyond the screen to include streaming music, toys, games, books, live events, and even theme park exhibits.   Moonbug is part of Candle Media, an independent, creator-friendly home for cutting-edge, high-quality, category-defining brands and franchises. By bringing together elite talent operating at the intersection of content, community, and commerce, it helps to position leading entertainment businesses for accelerated, sustainable growth in the current market and beyond. The Role Moonbug Entertainment is seeking a strategic and dynamic Senior Director of Client Success to lead our global client success function. In this role, you will oversee a high-performing team responsible for nurturing relationships with our key brand, platform, and licensing partners. Your leadership will ensure that we deliver world-class service, drive long-term value, and achieve outstanding results for our partners. This is a highly visible role that requires strong business acumen, a passion for storytelling and entertainment, and a proven ability to grow relationships within the digital media space. Responsibilities Lead, mentor, and develop a global team of client success managers, providing clear direction, performance management, and coaching. Define team KPIs and establish a culture of accountability, collaboration, and continuous improvement. Serve as a senior strategic partner to high-value clients, building trusted relationships and ensuring alignment on mutual goals. Drive client satisfaction, retention, and renewal by proactively identifying needs, challenges, and opportunities. Collaborate with sales to identify and pursue upsell and cross-sell opportunities, contributing to overall revenue growth. Partner closely with internal teams (Sales, Marketing, Creative, Legal, Product, and Production) to align on client strategies, campaign delivery, and operational success. Champion the voice of the client across the organization, ensuring their feedback informs business decisions and product roadmaps. Refine and scale best-in-class client onboarding, engagement, and reporting processes. Oversee the implementation and optimization of CRM tools and dashboards to track client health, deliverables, and performance. Monitor client KPIs and satisfaction metrics, providing insights and strategic recommendations to internal stakeholders and executive leadership. Requirements 10+ years of experience in client success, account management, or partner development within digital media, entertainment, or tech 5+ years of people leadership experience, with a track record of managing and scaling high-performing teams Proven success managing complex, global client relationships and delivering consistent growth and value Strong interpersonal and communication skills with the ability to influence stakeholders at all levels Analytical mindset with experience using data to inform strategy and optimize performance Expertise with CRM tools (e.g., Salesforce) and client lifecycle management platforms A deep understanding of the digital media landscape and children’s content is a strong plus BA/BS degree required; MBA or advanced degree preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) 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 and more!

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

The Position Our Massachusetts-based bank client is seeking to fill a Hybrid Remote Sr. C&I Credit Analyst role in the Boston, MA area. The position is responsible for obtaining loan request information from commercial lenders or borrowers to analyze credit information, financial statements, and other related information pertaining to the loan. The opportunity has a generous salary of up to $100K plus a bonus and a benefits package including 100% medical premiums paid by the bank and up to 8% 401K match. (This is a hybrid remote position – must live in the Boston, MA area). Sr. C&I Credit Analyst responsibilities include: Supporting the commercial lending functions in managing existing loan relationships and pursuing new loan opportunities primarily by analyzing financial information and identifying credit risks. Analyzing and monitoring the creditworthiness of the Bank’s customers. Assisting commercial loan officers in addressing customer inquiries and servicing requests. Assisting the commercial lenders by interacting with select existing and new customers of the commercial lending team with new loan requests and maintenance of existing customers. Analyzing financial statements, tax returns and bank references to evaluate the financial condition of individuals and businesses applying for credit with the bank. Preparing various written loan reports including loan presentations, annual reviews, credit file comments, and classified asset reports as needed in accordance with the Bank’s loan policy and procedures Recommending credit facilities and structures within the established bank guidelines. Researching background documentation and review personal and business financial statements and tax returns. Reviewing loan files to ensure the completeness of the file and that all collateral has been secured properly. Updating collateral values, as needed on delinquent loans. Requesting and obtaining financial statements on existing borrowers. Preparing, monitoring, and maintaining credit files for the Bank’s commercial loan customers. Performing additional duties as requested, needed, or assigned. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in Accounting/Finance or related area. Five or more years of Commercial and Industrial Lending credit experience with loan exposures ranging from $500K to $35MM. Extensive knowledge of commercial real estate lending practices and related areas. Extensive knowledge of financial institution policies and procedures. Strong knowledge of department support structures, resources, and personnel. SBA underwriting experience preferred. Formal Credit Training preferred. Benefits The opportunity has a generous salary of up to $100K plus a bonus and a benefits package including 100% medical premiums paid by the bank and up to 8% 401K match. (This is a hybrid remote position – must live in the Boston, MA area).

The Company At Spartan Investment Group our mission is to improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.  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 owners of self-storage. We are members of the Inc. 5000 fastest-growing private companies in America and in 2023 we were #13 in Denver Business Journals list of top places to work.  Mission  As the Director of Asset Management at Spartan, you will be located at our corporate headquarters in Golden, Colorado. The primary mission of this role is to oversee the flow of critical data and information across the organization to optimize asset performance. You will drive key operational decisions, ensure the company’s assets align with strategic goals, foster a culture of accuracy, performance, cross-functional collaboration to maximize investment potential and returns to investors. The perfect candidate will be ambitious and have lofty developmental goals both personally and professionally.  Requirements Outcomes Enhanced Asset Performance and Financial Returns: Achieve a targeted increase in NOI (Net Operating Income) across the portfolio by aligning asset management strategies with corporate objectives and challenging underlying assumptions.  Optimized Capital Structure and Liquidity: Implement effective capital structuring and liquidity management strategies, ensuring a balanced approach that supports both short-term operational needs and long-term growth opportunities.  Actionable Intelligence for Strategic Decision-Making: Develop and deploy advanced, real-time business intelligence tools that provide key insights for executives, leading to more accurate, data-driven decision-making and improved overall organizational performance.  Seamless Transaction Oversight and Execution: Ensure that all acquisition, disposition, and capital market transactions are conducted with high levels of accuracy, risk mitigation, and alignment with strategic goals, leading to a successful transition of acquired assets and minimal operational disruption.  Cultural and Operational Excellence in Decision-Making: Foster a culture of accuracy and consensus-driven decision-making, breaking down functional silos, and ensuring operational success through cross-functional collaboration and continuous process improvement.  Proactive Risk and Compliance Management: Establish a proactive risk management framework that identifies and mitigates risks related to assets, transactions, and debt, ensuring adherence to loan covenants and corporate policies while protecting organizational assets and reputation.  Competencies Strategic Thinking: Ability to align high-level corporate strategies with operational execution.  Leadership: Proven ability to lead cross-functional teams and build consensus.  Communication Skills: Ability to articulate thoughts and express ideas effectively and clearly present complex data to executive leadership.  Financial Acumen: Advanced knowledge of financial modeling, underwriting, performance tracking, financial reporting, and business intelligence tools. Exceptional analytical, organizational, and communication skills.  Data-Driven: Focus on data accuracy and performance metrics to drive decision-making.  Autonomy: Someone who is a self-learner, quickly grasps information and takes ownership of their position. Ability to show initiative and creativity with a drive to learn and execute in a macro-managed environment fostered by mentorship.  Qualifications  Education: Bachelor’s degree in finance, real estate, business administration, or a related field (MBA preferred).  Experience: 10 to 15+ years in real estate asset management or related fields, ideally in self-storage or CRE.  Industry Knowledge: Extensive knowledge of the self-storage, CRE, debt, equity, and investment sectors.  Benefits Competitive Full Time Base Salary: $150k – $175K annually. 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.

Company Overview: At Wider Circle, we connect neighbors for better health.  Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health.  We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform.  We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes.  The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions.  They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach.  As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed.  Join us in our battle against healthcare inequity.   Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation  As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.