<p>Our client, a New York City-based family investment office, is seeking a Senior Investment Associate to join their growing team. This office invests across both private and public markets through direct investments, co-investments, and fund allocations with exposure to a broad spectrum of asset classes. The portfolio spans early-stage startups through post-IPO companies, all supported by a dynamic, high-performing, and entrepreneurial culture.</p><p><br></p><p>The Senior Investment Associate, Underwriter, plays a pivotal role in maintaining the team’s high standards of underwriting, comprehensive financial diligence, and rigorous investment decision-making. This position ensures that all analyses and executions are high-quality, consistent, and robustly defensible across direct deals, co-investments, and fund opportunities.</p><p><br></p><p>Key Responsibilities:</p><p>· Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities</p><p>· Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth</p><p>· Conduct downside, sensitivity, and scenario analyses; proactively identify and communicate aggressive or unsupported assumptions</p><p>· Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items</p><p><br></p><p><br></p>
<p>Our client, a growing and well-established mortgage lender, is expanding their team and seeking experienced Mortgage Underwriters and Loan Processors to support continued loan volume and operational growth. These roles play a critical part in ensuring timely, accurate, and compliant loan decisions and closings.</p><p><br></p><p><strong>Mortgage Underwriter – Responsibilities</strong></p><ul><li>Review and analyze residential mortgage loan files for creditworthiness, risk, and compliance</li><li>Underwrite loans in accordance with agency, investor, and internal guidelines (FNMA, FHLMC, FHA, VA, USDA as applicable)</li><li>Evaluate income, assets, credit, collateral, and title documentation</li><li>Issue clear, accurate underwriting decisions and conditions</li><li>Communicate effectively with loan processors, loan officers, and management</li><li>Ensure adherence to regulatory and compliance requirements</li></ul><p><strong>Loan Processor – Responsibilities</strong></p><ul><li>Process residential mortgage loans from application through closing</li><li>Collect, review, and verify borrower documentation</li><li>Order and track third-party services (appraisals, title, insurance, VOEs, etc.)</li><li>Clear underwriting conditions and prepare files for closing</li><li>Maintain consistent communication with borrowers, loan officers, and underwriters</li><li>Ensure files are complete, accurate, and compliant</li></ul><p><br></p>
<p>We are looking for a dedicated Operations Advisor to join our client's team in the Greater Philadelphia area. In this Operations Advisor role, you will take the lead in ensuring operational excellence across surety accounts, delivering high-quality service and fostering collaboration between clients, underwriters, and internal teams. This position offers an opportunity to contribute to strategic initiatives while supervising and mentoring bond operations staff.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee quality assurance processes across multiple surety accounts to ensure compliance, accuracy, and efficiency.</li><li>Guide and develop bond operations team members, establishing leadership practices prior to assuming direct supervisory responsibilities.</li><li>Partner with Account Managers to coordinate client programs, placements, renewals, and new business opportunities.</li><li>Facilitate seamless communication between clients and underwriters to secure approvals and timely issuance of bonds.</li><li>Manage operational workflows, including issuance, endorsements, renewals, cancellations, invoicing, and record-keeping.</li><li>Provide regular updates on client programs and market developments to internal teams through clear written and verbal communication.</li><li>Collaborate with operations team members to cross-train on new programs and business processes.</li><li>Maintain a high level of productivity, attention to detail, and effective prioritization in managing responsibilities.</li></ul>
<p>Our client, a respected law firm with a strong Public Finance practice, is seeking an experienced <strong>Public Finance Paralegal</strong> to support a team of attorneys on complex municipal finance and bond transactions. This role is ideal for a detail-oriented, proactive paralegal who thrives in a fast-paced transactional environment and enjoys taking ownership of deals from start to finish.</p><p><br></p><p>Interested candidates that have Finance experience with major law firms should reach out directly to Kevin Ross with Robert Half in Philadelphia for immediate consideration and submission. </p><p><br></p><p>This role is hybrid in office 3 days at first and can move down to 2 days a week in office once acclimated. </p><p><br></p>
