• Cultivate new client relationships and support business development initiatives. • Collaborate with clients to understand their financial goals and objectives. • Provide expert advice on investment strategies, tax planning, retirement planning, and more. • Design and monitor personalized investment portfolios. • Partner with product development and M&A teams to inform platform enhancements. • Contribute to advisor recruitment efforts.

• Work closely with Commercial Finance leadership on a wide range of projects that influence Groupon's strategy and financial outcomes • Build scalable solutions to complex problems, rooted in data and analytics • Build and oversee forecasting models for weekly, monthly, and annual planning processes • Manage the monthly accounting close review process, ensuring all entries are booked timely and accurately, and producing variance analysis vs. prior forecasts • Complete P&L ownership from top line revenue growth down through SG&A and operating income • Lead headcount planning and budgeting for business organization • Assist in vendor negotiations and contract reviews, ensuring market best terms are secured • Lead and prioritize cost reduction efforts through data-centric financial analysis, engaging with cross-functional teams to share best practices • Partner regularly with VP, SVP, CEO, etc. on both tactical and strategic projects

• Provides management with an analysis and insight of financial results through leading financial analysis, budgeting, and forecasting. • Performs analytics related to the profit and loss statement (P&L), forecasts, budgets, and key performance indicators. • Leads and executes annual budgeting process, including partnership with key executive and management constituents. • Partners closely with the business to gather information, synthesize inputs, and create value added analysis. • Develops, manages, and leads internal reporting framework, including execution of monthly forecasts and annual budget process. • Contributes to externally presented analytics including quarterly earnings materials. • Drives the improved integration of reporting and data, forecasting, and analytics across line of businesses.

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel. • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions. • Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groups. • Manages a large territory and works closely with all levels of the sales organization • Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios • Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable • Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients • Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns. • Supports strategic initiatives and projects on behalf of Alternatives Product Team • Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders • Coordinates and collaborates with other Investment Specialists, as appropriate • Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning • Produces expected sales results and activity levels as defined by manager • Maintains an accurate and current log of all activities and opportunities in Salesforce CRM • Represents MIM/JHI at conferences, events, and meetings in a professional manner