Wealth Manager (McLean)

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. JOB DUTIES Serves as the primary point of contact for wealth management clients Assist in the creation, delivery, execution and management of complex financial plans Increases market share in their local market Maintains a positive attitude and willingness to adapt in a rapidly changing environment All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS CFP® • Series 65 (or equivalent) 7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients Ability to handle highly detailed work with a great degree of accuracy Bachelor’s degree, preferably in a related field such as finance, business or marketing PREFERRED EXPERIENCE / QUALIFICATIONS 10 or more years financial services experience to including direct sales with investment clients Graduate degree consisting of JD, MBA or CPA TECHNICAL SKILLS Proficiency in MS Word, Excel and PowerPoint Understanding of mobile operating systems such as Android or IOS Ability to adapt and integrate new technology quickly Salary Range: $150,000

Immigration Paralegal (Danbury)

Spanish-Speaking Immigration Paralegal Position Overview We are seeking a detail oriented and experienced Spanish-Speaking Immigration Paralegal to join our Immigration Department. The ideal candidate will have strong knowledge of immigration law and procedures, including removal defense matters, exceptional organizational skills, and the ability to manage a high-volume caseload in a fast-paced environment. Please note: This is an in person position in our DANBURY CT office Salary is based on experience Key Responsibilitie Prepare, assemble, and file a wide range of immigration petitions and applications, including Family-based petition Adjustment of Status application Naturalization application Asylum case VAWA petition U Visa application Employment-based immigration petition Removal Defense cases, including EOIR filings and court-related documentatio Draft immigration forms, cover letters, legal correspondence, motions, and supporting documentation for attorney review Communicate with clients in Spanish and English to gather required documentation and provide case updates Maintain accurate case files and ensure all deadlines are met Monitor case progress and prepare responses to Requests for Evidence (RFEs) Communicate with government agencies, including USCIS, NVC, EOIR, Immigration Courts, and other relevant entities Assist attorneys with case preparation, court filings, hearing preparation, and case strategy development . Qualifications Minimum of 2–3 years of immigration law experience required, including experience with Removal Defense case Fluency in both Spanish and English (written and verbal) Strong knowledge of USCIS forms, EOIR procedures, and immigration court processes Experience preparing filings for Immigration Court, motions, applications for relief, and supporting evidence packet Excellent organizational, time management, and communication skills Ability to manage multiple cases simultaneously while maintaining attention to detail Proficiency in Microsoft Office Suite; experience with immigration case management software is preferred Ability to work independently and collaboratively within a team environment Preferred Qualifications Experience handling removal defense, asylum, cancellation of removal, waivers, and other forms of relief before Immigration Court Familiarity with electronic filing systems, including ECAS and EOIR portals Strong client-service orientation and professional demeanor Join our team and help make a meaningful difference in the lives of individuals and families navigating the immigration process

Litigation Legal Assistant – Chatham, NJ (Chatham)

We are seeking a Legal Assistant to join our growing Chatham, New Jersey, office. Our successful and expanding practice focuses on the defense of catastrophic claims, trucking and transportation, professional malpractice matters, product liability and construction defect claims, dram shop liability, employment-related practices and alleged violations of federal and state discrimination laws. What sets us apart… This position offers opportunities to demonstrate leadership, establish systems and processes, and work with autonomy in a team-oriented environment. You will enjoy the casual atmosphere of a small office, but with all the benefits and resources of a large firm. What you’ll do… Support attorneys in their day-to-day practice Prepare various legal documents and communications Develop familiarity with case files to identify and track deadlines Ensure consistent document management processes for the team Serve as a point of contact and provide service to clients Coordinate workflow to/from the Production Center Establish and maintain effective working relationships with attorneys and team paralegal Ideal candidates have… At least two years of litigation experience in New York Strong technical skills including advanced Word Experience with document management systems Ability to organize and prioritize workload Track record of establishing workflow processes and procedures Willingness and ability to make suggestions to improve efficiency Strong attention to detail and accuracy Excellent communication skills and professional manner Equipment, Physical/Mental Demands, Working Conditions Personal computer and other office equipment such as telephone, typewriter, calculator, fax machine, duplicating machine, etc. Sitting for extended periods, standing, bending, stooping, and reaching. Occasional lifting up to 20 pounds. Manual dexterity sufficient to operate standard office machines. Range of hearing and vision sufficient to operate standard office machines and communicate with clients in person and via telephone. Able to deal with stress in a fast-paced work environment with multiple priorities. Make decisions and adapt to changing work situations. Grasp and apply new ideas and technologies. Communicate and successfully interact with various personalities at all organizational levels. Typical office setting, normally Monday through Friday business hours. Occasional overtime Burns White provides a generous, family-focused benefits package including: Medical (firm pays 70-90%), dental, and vision with Single to Family coverage levels Fully paid life, short-term disability, and long-term disability insurance Medical Flexible Spending Account and Health Savings Account 401(k) with 3% guaranteed/vested contribution plus additional profit-sharing contribution Free confidential counseling and support services for all family members Paid parental leave up to 12 weeks based on tenure 10 holidays plus 19-29 PTO days based on tenure Free or subsidized parking depending on location Pet insurance and Accident insurance Financial education services and Medicare insurance planning EOE

AAA Insurance Agency Owner – $20,000 Opening Bonus (Lake County)

About the Company - AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join our team! One of the Industry's BEST Compensation Packages Earning potential is unlimited through a 100% incentive-based compensation structure. Competitive new-business and renewal commission, complemented by bonus programs (see below) which help your business growth at all stages of your agency’s development. The more you invest in your success, the more you can earn! (Looking in the Joliet area and/or surrounding Counties: DuPage County Lake County Will County Kane County McHenry County Kendall County Cook County Will County WHAT WE OFFER: ✅ FULL ownership of your book of business — from Day 1 ✅ Residual income – build long-term wealth and get paid year after year! ✅ No Franchise Fees – keep more of your revenue from day one ✅ Exclusive AAA Brand Recognition – leverage one of the most trusted names ✅ $20,000 Agency Launch Bonus – paid once you open your AAA-branded office ✅ $20,000 Marketing Reimbursement Co-Op $5,000 per quarter to grow your business ✅ Agency Development Bonus (ADB) – quarterly during first 3 years! First 36 months – measured on a quarterly basis. Up to $150k bonus potential per month ✅ Agent Development Bonus Multiplier – earn extra bonuses as you grow your team ✅ Agency Growth Bonus (AGB) – Starts in year 3 (month 25). Up to 8% paid based on agency growth month over month ✅ Performance Recognition – be rewarded for hitting milestones and growing your business Pay range and compensation package Strong Support Throughout the Process - Start with a solid foundation: The EA model is designed to serve the needs of our members. There is much thought, data, and research that goes into our candidate selection, interview process, and agency location placement. We provide EAs with assistance on how to successfully launch and develop their agency into a sustainable and profitable business year over year. Step-by-step assistance: The core of your EA onboarding will be a detailed deployment plan providing guidance to ensure compliance with AAA protocols and standards. Comprehensive education: You will benefit from mixing in-person with virtual training, the program includes core business skills, sales, customer service, products and systems. Resources to help you grow and evolve: As your business grows, you’ll benefit from a myriad of resources to help you secure licensed staff, manage financials and cash flows, develop and modify a business plan, and access to a network of experienced EAs and other business experts. Your AAA recruiter can review specifics with you. Agency Owner Overview - This opportunity is for self-motivated, results-driven business people interested in building a profitable, multi-line insurance agency. You’ll bring business or industry-relevant experience, and need a level of capital to ensure your agency delivers the service AAA—and our members—expect. You’ll own and grow an insurance agency that serves new and prospective AAA Members. You’ll sell property and casualty, life insurance and AAA memberships along with other products, to a well-defined and loyal client base. Agency Owner Requirements: Property & Casualty and Life & Health Insurance Licensing, preferred not required: If you don’t have them, you must be willing to obtain at candidate's expense Review and completion of the Business Plan/Cash flow analysis (AAA provides assistance and guidance throughout this process) Learning & Development requirements will be (4 week 100% virtual training/live instructor class) AAA branded office - must be approved office space 75K proof of investable capital – (not a franchise fee-proof of funds available for investment into your own business-must be seasoned for 60 days) Must be able to pass background check-criminal history and credit/financial check Must have 2 licensed agents including yourself (3) Products include: AAA Membership - You’ll offer programs for autos, bicycles, RVs and motorcycles. People value their AAA Membership for access to our trusted roadside assistance, and for the more than 126,000 opportunities to save on dining, shopping, hotels, rental cars, travel events and auto care. Property and casualty insurance - You’ll sell Auto, Home, Renters, Umbrella, Flood, RV, Boat, Motorcycle, Specialty Vehicles and Commercial Lines. Because we always strive to do what’s right for our members, you’ll also have access to brokered products from multiple, national and regional A rated leading carriers to help you serve a wide variety of needs. (varies by state) Life Insurance - You’ll sell Term, Universal Life, Whole Life and Annuities. Founded in 1969 and affiliated with AAA, AAA Life Insurance Company has an A- rating (Excellent), which is the 4th highest ranking out of 16, by A.M. Best Company as of September 2016.

Sales Assistant (New York)

The Sales Assistant will support the team by managing day-to-day responsibilities that support the growth of our socks and hosiery business and help drive sales. This is an opportunity to work with major brands and notable retail accounts! Responsibilities: Assist sales team with customer or brand-related projects as needed Manage and submit all cross-department requests to ensure completion to standards. This includes but not limited to: tracking and communicating updates in customer master data, weekly ATS file and excess inventory availability, air table requests, order templates, PO submission etc. Track orders against customer projections and inventory Review weekly sales reports and updates in cross functional systems Maintain seasonal line assortment presentations and files Prepare for market appointments by creating calendar invites and arranging presentations and samples Manage samples received and send/organize samples as needed (track samples with Production team and send samples to retail accounts) Provide general administrative support as needed Qualifications: 1 year of wholesale experience preferred (internship experience included) Strong Excel skills (experience with PivotTables, VLOOKUPs, and SUMIFS highly recommended) Strong analytical skills; retail math reporting / selling analysis Experience with off-price wholesale businesses is a plus SAP experience is a plus Attentive to sales teams needs, organized and detail-oriented Ability to multi-task (prioritizing projects based on timelines / due dates) Positive attitude and strong work ethic; team player with strong communication skills Ability to work in a fast-paced environment Annual salary range starting at $55,000 The disclosed salary range is commensurate with experience and does not reflect the total compensation package. Our associates have access to other valuable benefits that our Human Resources team is happy to share with candidates during the interview process.

Account Manager - Pricing Specialist (Palm Beach County)

We are seeking an experienced Account Manager - Pricing Specialist to support and manage key corporate accounts for a growing logistics and freight forwarding organization. This role will serve as a primary point of contact for assigned customers while also taking ownership of complex freight pricing, quotations, carrier negotiations, and customized transportation solutions. The ideal candidate will have hands-on experience pricing multimodal freight shipments involving multiple carriers and transportation providers . This includes coordinating rates across different stages of a shipment, such as pickup, transfer, air or ocean transportation, destination clearance, and final delivery. This is a permanent, onsite position based in Lake Worth, FL , offering a Monday-Friday, 9:00 AM-5:00 PM schedule. Essential Responsibilities Serve as the primary point of contact for assigned corporate accounts and act as an escalation resource for customer service and operational issues. Manage customer requests for special projects, expedited shipments, and customized freight solutions. Develop and provide accurate ad hoc pricing and freight quotations for complex, multimodal shipments with minimal supervision. Build complete freight rates by coordinating pricing across multiple carriers, transportation providers, freight partners, and global agents. Obtain, evaluate, and negotiate rates and capacity with carriers and transportation partners. Coordinate with Operations, Customer Service, and account leadership to ensure customer requirements are met and shipments move successfully. Provide customers with guidance regarding freight processes, transit requirements, routing, and transportation solutions. Monitor shipment and service issues and coordinate timely resolutions while maintaining strong customer communication. Support key customer projects and events through relationship management and occasional onsite customer visits. Maintain strong relationships with customers, carriers, freight partners, and global agents. Provide pricing and transportation solutions for unique or time-sensitive freight requirements. Travel approximately 3-4 times per year to customer locations based on business needs. Provide limited after-hours support for designated accounts when urgent customer issues arise. Job Qualifications Previous experience in freight forwarding, logistics, transportation, or a related industry . Proven hands-on experience pricing multimodal freight shipments involving multiple carriers and transportation providers . Experience developing freight rates that combine multiple transportation legs, such as pickup, transfer, air or ocean transportation, destination clearance, and final delivery. Strong understanding of freight forwarding, transportation operations, and supply chain processes. Ability to independently develop complex freight rates and customized transportation solutions. Experience obtaining and negotiating rates with carriers, freight partners, agents, and other transportation providers. Strong understanding of freight pricing within a freight forwarding environment. Excellent customer service, communication, negotiation, and problem-solving skills. Ability to manage multiple customer requests and pricing projects while maintaining accuracy and meeting deadlines. Comfortable working independently with minimal supervision. Willingness to work onsite in Lake Worth, FL , Monday-Friday, 9:00 AM-5:00 PM. Willingness to travel approximately 3-4 times per year to customer locations.

Certified Veterinary Technician (Hoboken)

Company Description Hoboken Vets Animal Clinic, established in 2019, is a modern small-animal practice specializing in Internal Medicine, Dentistry, Specialty Surgery, and Client Education. Located in the vibrant mile-square city of Hoboken, NJ, the clinic serves a diverse community of pet lovers, families, artists, and professionals. The team is committed to delivering high-quality veterinary care while continually improving technology and medical protocols. Hoboken Vets fosters a positive, collaborative environment and focuses on educating clients to support responsible, informed pet ownership. The clinic values compassionate service and takes pride in caring deeply about the health and wellbeing of every patient. Role Description The Certified Veterinary Technician role is a part-time to full-time, on-site position based at Hoboken Vets Animal Clinic in Hoboken, NJ. Day-to-day responsibilities include assisting veterinarians with examinations, diagnostics, and treatments, as well as performing routine nursing care such as handling, restraint, and monitoring of patients. The technician will support dental procedures and specialty surgeries, including preparing patients, maintaining sterile technique, and managing equipment. Additional duties include administering medications, performing laboratory tests, monitoring anesthesia and recovery, and maintaining accurate medical records. The role also involves educating clients on pet health, preventative care, and post-treatment instructions, while contributing to a clean, safe, and efficient clinical environment. Qualifications Demonstrated skills in Animal Care and Pet Care, including handling, restraint, and basic nursing care. Proficiency in Veterinary Technology, such as laboratory procedures, imaging support, and medical recordkeeping. Experience or training in Anesthesiology, including patient monitoring, anesthesia induction, and recovery support. Ability to provide clear, compassionate Client Education on preventive care, treatment plans, and home care instructions. Current certification or licensure as a Veterinary Technician (or eligibility to obtain) in the state of New Jersey. Strong communication and teamwork skills, with a commitment to inclusive, non-discriminatory patient and client care. Ability to work in a fast-paced clinical setting, prioritize tasks, and maintain attention to detail. Comfort with technology and practice-management software; experience in small-animal practice is preferred.

Senior AI Data Engineer (Princeton)

Hiring: Senior AI Data Engineer | Full-Time Location: Princeton, NJ / NYC, NY – Hybrid Experience: 10 Years ✅ Visa: Visa-independent candidates only We are looking for a Senior AI Data Engineer with strong hands-on experience in Data Engineering, AI/ML pipelines, Databricks, Spark, Python, and ML lifecycle management . Key Responsibilities • Design and build AI/ML data pipelines for model metadata, data lineage, and performance tracking • Build scalable data infrastructure using Databricks & Apache Spark • Develop MCP servers and enable AI data distribution through MCP • Build feature engineering and data preprocessing pipelines • Implement MLflow for experiment tracking, model versioning, and model registry • Develop AI agent discovery, classification, and inventory workflows • Design knowledge graphs for AI model relationships, dependencies, and data lineage • Build real-time pipelines for model monitoring, drift detection, and performance tracking • Implement AI-specific data quality, governance, security, and compliance frameworks • Collaborate closely with Data Scientists, ML Engineers, and Architects Required Skills ✅ 10 years of overall experience ✅ 5 years of hands-on Data Engineering experience ✅ 2 years working with AI/ML workloads ✅ Strong Python expertise ✅ Databricks, Apache Spark & distributed computing ✅ Strong understanding of ML lifecycle: training, deployment & monitoring ✅ Feature engineering and ML data pipelines ✅ MLflow / Model Registry / Experiment Tracking ✅ Strong SQL skills ✅ Experience with vector databases, embeddings & similarity search ✅ Understanding of data/model governance and AI security ⭐ Nice to Have • Generative AI / RAG / Fine-tuning • LangChain / HuggingFace • MCP experience • Azure ML / AWS SageMaker / Google Vertex AI • Neo4j / Amazon Neptune / Knowledge Graphs • AI explainability & interpretability • ML A/B testing frameworks • Databricks / AWS / Azure / GCP certifications • Open-source ML contributions or publications Interested candidates: Please DM me or share your updated resume. Hiring AIJobs DataEngineer AIDeveloper MachineLearning GenerativeAI GenAI Databricks ApacheSpark Python MLflow MCP RAG DataEngineering MachineLearningJobs NJJobs NYCJobs PrincetonJobs SAndPGlobal Altimetrik

Physical Therapist (Bronx)

Per-Diem Physical Therapist in Riverdale, Bronx NY(10463, 10471,) – Geriatric & Home-Based Rehabilitation Multiple open roles available across all five boroughs of New York City — Manhattan, Queens, Brooklyn, Bronx, and Staten Island — as well as New Jersey, including Hudson, Bergen, and Essex counties. OUTREACH Rehabilitation New York & New Jersey Metropolitan Area About OUTREACH Rehabilitation OUTREACH Rehabilitation is a growing multidisciplinary rehabilitation practice providing Physical Therapy, Occupational Therapy, and Speech-Language Pathology treatment throughout the New York and New Jersey metropolitan area. Our mission is to help older adults move better, feel better, and live better through high-quality, patient-centered rehabilitation care delivered directly in the home and community setting. OUTREACH bridges the gap between traditional outpatient rehabilitation and home health by delivering individualized treatment in patients’ homes, senior residences, assisted living communities, and office settings. We are seeking motivated, compassionate, and clinically driven Physical Therapists who are passionate about working with geriatric populations and value autonomy, flexibility, collaboration, and professional growth. Position Summary The Physical Therapist will evaluate and treat older adults in community-based settings, focusing on mobility, balance, fall prevention, functional independence, strength, endurance, and overall quality of life. Therapists work closely with patients, caregivers, physicians, and interdisciplinary rehabilitation team members to develop individualized plans of care that promote safe, functional, and meaningful outcomes. Key Responsibilities Perform comprehensive physical therapy evaluations and reassessments Develop and implement individualized treatment plans for geriatric patients Assess home environments for safety concerns and environmental barriers Perform balance, gait, and fall risk assessments Address musculoskeletal, neurological, cardiopulmonary, and functional impairments Provide gait training, transfer training, therapeutic exercise, and neuromuscular re-education Educate patients and caregivers on fall prevention, mobility strategies, adaptive equipment, and home exercise programs Recommend and train patients in the use of assistive devices and adaptive equipment Collaborate with physicians, caregivers, and interdisciplinary rehabilitation team members Complete timely and accurate electronic documentation in compliance with regulatory and company standards Qualifications Doctor of Physical Therapy (DPT) or Master’s Degree in Physical Therapy from an accredited program Active New York Physical Therapy License required Preferred Clinical Experience Geriatric rehabilitation Fall prevention and balance training Neurological rehabilitation Functional mobility training Home-based rehabilitation Chronic disease management Vestibular or cardiopulmonary rehabilitation experience is a plus Strong clinical reasoning, communication, and interpersonal skills Ability to work independently while remaining collaborative within a team environment Home care, home health, outpatient geriatrics, or community-based rehabilitation experience preferred Compensation & Benefits Competitive Compensation: Starting at $60 per Visit (Based on Medicare Units billed) 401(k) with profit sharing Paid Sick Leave Comprehensive onboarding, mentorship, and clinical support Collaborative and supportive team culture Why Join OUTREACH? At OUTREACH, we believe rehabilitation is most impactful when care is delivered where patients are most comfortable — in their own environments. Our therapists are empowered to build meaningful relationships with patients while practicing with autonomy, flexibility, and strong clinical support. We are building a culture focused on collaboration, growth, innovation, and compassionate care for older adults throughout the communities we serve. Equal Opportunity Employer OUTREACH Rehabilitation is an Equal Opportunity Employer committed to fostering a diverse, inclusive, and supportive workplace for all employees and patients.

Whatnot Customer Service & Operations Coordinator (Secaucus)

Whatnot Customer Service & Operations Coordinator Unique Designs, Inc. — Secaucus, NJ Salary: $40,000–$50,000 per year Unique Designs, Inc. is seeking an energetic, highly organized, and solutions-oriented Customer Service & Operations Coordinator to support our growing Whatnot live-selling business. This is a hands-on, in-office role for someone who can manage customer concerns quickly and professionally while keeping pace with a fast-moving livestream commerce environment. The ideal candidate is an excellent communicator with exceptionally strong written and spoken English, sound judgment, and the ability to manage several priorities at once without losing attention to detail. Key Responsibilities Serve as the primary point of contact for customer-service matters arising through the Whatnot platform. Respond to customer questions, order concerns, shipping issues, returns, cancellations, and post-sale requests promptly and professionally. Investigate issues thoroughly; coordinate with the livestream, fulfillment, inventory, sales, and management teams to reach timely resolutions. Monitor customer messages, feedback, ratings, and recurring concerns to identify service trends and opportunities for improvement. Maintain clear, accurate records of customer cases, actions taken, and final resolutions. Help ensure compliance with Whatnot policies, customer-service standards, and company procedures. Assist with operational support before, during, and after live shows as needed, including managing urgent customer issues in a high-volume setting. Escalate sensitive, high-value, or unresolved matters appropriately and provide recommended solutions. Contribute ideas that improve response times, customer satisfaction, and the overall buyer experience. Qualifications Strong written and verbal English communication skills are essential. Highly organized, dependable, and able to manage multiple tasks and deadlines simultaneously. A natural problem solver with good judgment, patience, and a customer-first mindset. Comfortable working in a fast-paced, live-commerce or e-commerce environment. Strong attention to detail, especially when handling orders, customer records, and product-related concerns. Proficient with email, messaging platforms, spreadsheets, and standard office software. Prior customer service, e-commerce, marketplace, retail, fulfillment, or livestream-commerce experience is preferred. Experience with Whatnot, TikTok Shop, eBay, Shopify, or a comparable online selling platform is a plus.

Business Intelligence Engineer (New York)

Junior BI & Analytics Engineer Location: New York, NY – Onsite Experience: 1–3 Years Industry: Private Equity / Asset Management / Investment Management Position Overview We are seeking a Junior BI & Analytics Engineer to join a growing data and analytics team within a leading investment management organization. This individual will help build and maintain business intelligence and analytics solutions that provide investment, portfolio, finance, and operational teams with better access to data and actionable insights. The ideal candidate has 1–3 years of experience within private equity, asset management, or a similar investment environment and hands-on experience with Power BI, Sigma Computing, SQL, and dbt . This is an excellent opportunity for an early-career data professional who understands financial and investment data and wants to develop deeper expertise across both BI and analytics engineering . Responsibilities Build, maintain, and enhance BI dashboards, reports, and analytics solutions using Power BI and Sigma Computing. Develop and maintain dbt models to transform raw data into clean, reliable, analytics-ready datasets. Write and optimize SQL queries for data transformation, reporting, and analysis. Partner with investment, portfolio management, finance, operations, and other business teams to understand reporting and analytics requirements. Translate business questions into intuitive dashboards, KPIs, and scalable data models. Work with data from multiple internal and external sources to support investment and portfolio reporting. Perform data validation, testing, and quality checks to ensure reporting accuracy and consistency. Help automate existing manual and Excel-based reporting processes. Support the development of scalable analytics and reporting solutions as the firm's data capabilities continue to grow. Assist senior members of the data team with ad hoc analysis and broader data initiatives. Qualifications 1–3 years of professional experience in business intelligence, analytics engineering, data analytics, or a related role. Prior experience within private equity, asset management, investment management, or a closely related financial services environment is required. Hands-on experience with Power BI and/or Sigma Computing . Hands-on experience with dbt , including building or maintaining data models and transformations. Strong working knowledge of SQL . Experience working with financial, investment, fund, portfolio, or performance-related data. Strong Excel skills and an understanding of how to transition manual reporting processes into scalable BI and data solutions. Ability to communicate effectively with both technical and non-technical stakeholders. Strong attention to detail, analytical thinking, and problem-solving skills. Preferred Qualifications Exposure to Snowflake or another modern cloud data warehouse. Experience with both Sigma and Power BI . Familiarity with private markets concepts such as funds, portfolios, investments, performance, valuations, capital activity, or AUM . Exposure to platforms such as iLevel, Anaplan, Databricks, or similar investment/data platforms . Basic Python experience is a plus. Ideal Profile The ideal candidate is an early-career BI / Analytics Engineer who has already worked within private equity or asset management and can bridge the gap between data and the business. They should be comfortable using SQL and dbt to model and transform data , then leveraging Sigma and Power BI to turn that data into dashboards and actionable insights for investment and business stakeholders.