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Conducts financial and industry analysis of existing and prospective commercial borrowers. Performs underwriting, evaluates creditworthiness, cash flow, collateral, risk factors, and regulatory compliance, and prepares approval memoranda with recommendations. Supports loan origination and lending teams, maintains credit files, monitors financial updates, researches industries, and participates in customer meetings. Works increasingly independently while meeting quality and timeliness standards.

Supports high-net-worth securities-based and custom lending clients by managing loan originations, onboarding, modifications, underwriting coordination, collateral monitoring, margin call remediation, pricing requests, and client or advisor escalations. Builds and retains client and partner relationships, provides lending guidance, ensures regulatory and AML compliance, and collaborates with Credit Management, Market Risk, advisors, and wealth teams to grow loan balances and maintain client satisfaction.

Leads private and hedge fund operations, including capital activity, vendor and custodian relationships, regulatory reporting, fund launches and closures, valuation committee participation, process improvements, and team management. The role also oversees service-level agreements, fund board presentations, contract negotiations, and strategic initiatives supporting business growth and client service.

Conduct equity research on telecommunications, communications infrastructure, and communications software companies. Responsibilities include financial modeling and valuation, industry and company analysis, database development, report writing, market monitoring, client interaction, company meetings, and identifying investment opportunities and risks. The role supports senior analysts, develops industry themes, maintains company relationships, and contributes to client meetings and research products.

Develop and maintain project finance models, analyze project economics and financing proposals, support lender and financial closing processes, conduct due diligence and feasibility studies, evaluate M&A opportunities, and prepare financial reports and investment analyses. The role collaborates with development teams, lenders, investors, lawyers, and consultants while assessing renewable energy projects, capital structures, and regulatory impacts.

Leads Oscar’s corporate development and inorganic growth agenda, including market mapping, target sourcing, M&A, investments, divestitures, strategic partnerships, valuation, financial modeling, due diligence, negotiation, transaction execution, and integration planning. Partners with executives and operators on growth initiatives, capital allocation, market entry evaluations, synergy targets, post-close KPIs, and governance. Presents recommendations to senior leadership, C-suite executives, and the Board.

Provides outsourced CFO services to nonprofit clients, including financial policy, strategic planning, capital planning, risk management, budgeting, cash-flow forecasting, KPI analysis, financial administration, audit coordination, and board engagement. The role manages multiple client engagements, develops client relationships, oversees financial records and staff, and serves as a financial thought leader. It requires substantial accounting leadership experience, with hybrid work and client-site collaboration in New York.

Leads investor services operations, mentors team members, manages institutional client relationships, oversees investor capital activity and communications, ensures regulatory compliance, improves workflows, coordinates with internal departments, delivers training, supports due diligence meetings, and prepares management reports. The role requires substantial investor services experience, leadership capability, knowledge of fund structures and investment vehicles, and strong client communication skills.

Lead end-to-end underwriting and execution of complex alternative risk transfer transactions. Analyze risks, structures, and clients; design and negotiate bespoke insurance solutions; coordinate reviews across actuarial, legal, claims, finance, compliance, and underwriting teams; manage broker and client relationships; support marketing and product development; ensure profitability, governance, compliance, documentation, and post-bind monitoring.

Performs credit underwriting and portfolio management for sports-sector borrowers, including teams, leagues, and venues. Conducts due diligence, financial modeling, credit reviews, risk-rating assessments, transaction analysis, and monitoring for credit deterioration. Supports portfolio and relationship managers, prepares credit applications, presents watch-list credits, evaluates policy and regulatory compliance, and communicates with internal stakeholders and clients.

Supports General Partner Advisory investment banking transactions for private capital clients. Responsibilities include building financial models, preparing client deliverables such as confidential information memorandums, and conducting market research. The role provides exposure to mergers and acquisitions, capital raising, strategic consulting, and advisory services for private equity, credit, real estate, and infrastructure firms.