• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors. • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group. • Collect, codify, and disseminate best practices related to financial planning production. • Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service. • Proactively modify internal systems to support and enhance the financial planning experience. • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring. • Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients. • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery. • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization. • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

• Manage all aspects of a client engagement including: • Preparing and reviewing detailed reports and performing complex analyses related to cash flows, quality of earnings and assets, working capital, potential liabilities and risks, and the impact of findings on purchase price considerations • Advising clients on how to maximize opportunities and mitigate risks in mergers and acquisitions, including providing recommendations related to deal structure alternatives • Reviewing work prepared by engagement team members and providing clear, constructive feedback • Adhere to the highest degree of professional standards and strict client confidentiality • Manage and contribute to multiple engagements of varying size and complexity, providing due diligence and consulting services to business owners, private equity groups, search funds, and family offices • Support business development efforts by building and maintaining relationships with current and prospective clients, identifying market opportunities, and effectively communicating Boulay’s value proposition • Train, mentor, and coach less experienced staff • Contribute to the continued development and use of best practices within the Transaction Group, including policies, processes, and tools

Role Description The Asset-Backed Finance Associate will play a key role in supporting the origination, structuring, underwriting, and execution of secured lending transactions across a range of asset classes and client types - including financial sponsors, asset managers, and specialty finance companies. - Assist in the structuring, execution and ongoing monitoring of a wide variety of secured financing transactions. - Prepare transaction materials including term sheets, credit memos, and client presentations. - Coordinate due diligence efforts and internal deal approval processes in line with bank policies and regulatory requirements. - Conduct detailed credit and collateral analysis for proposed transactions across asset types. - Build and maintain financial and cash flow models to assess transaction structure, advance rates, coverage metrics, and risk-return profiles. - Contribute to internal risk reviews and credit committee discussions. - Partner with internal teams to ensure seamless execution and risk oversight. - Support ongoing portfolio monitoring, reporting, and covenant compliance for existing facilities. - Ensure adherence to the bank's credit and regulatory standards throughout the deal lifecycle. Qualifications - 3-5 years of experience at a financial institution in portfolio management and/or loan underwriting, preferably within Lender Finance, or other Structured Finance sectors. - Demonstrated expertise in structured credit underwriting and execution of new business transactions. - Demonstrated ability to manage transactions on a daily, weekly, monthly basis post close. - Proven ability to prioritize work effectively, drive execution of junior level deliverables, meet deadlines, and achieve goals in a fast-paced, dynamic environment. - Excellent verbal, written, and interpersonal communication skills, including the ability to clearly explain complex concepts. - Ability and willingness to travel up to 25% of the time. Requirements - Lead post-closing portfolio and client management, including regular borrower communication, monitoring of collateral and financial performance, covenant compliance tracking, and review/processing of borrowing base submissions and advance requests. - Collaborate with deal teams, credit, and legal to execute amendments and waivers, including coordinating updated diligence, preparing modification memos, and managing changes to legal documentation. - Identify, track, and analyze key performance indicators (KPIs) across similar transactions in the portfolio to support trend analysis, risk identification, and portfolio reporting. - Review monthly and quarterly borrower reporting packages, including financial statements, collateral files, loan tapes, and regulatory reporting, ensuring accuracy and completeness. - Perform ongoing risk assessments by evaluating portfolio performance, concentration risk, collateral quality, and borrower liquidity/capitalization. - Manage recurring credit processes, such as annual reviews, internal risk rating updates, covenant resets, and facility renewals. Benefits - 3+ Years Required; 5+ Years Preferred. - University (Degree) Preferred. - Physical Requirements: Sedentary Work. Career Level 7IC Additional Qualifications - Collaborate with deal team members to assist in structuring, underwriting, documenting, closing and management of loans. - Spread, review, and prepare written analyses of financial statements for borrowers, managers, and guarantors. - Develop cash flow and break-even models; evaluate underlying collateral values; review personal and business credit reports; and assess other relevant factors to support timely and accurate credit decisions. - Review and interpret credit agreements and other legal documents. - Serve as a primary point of contact for clients and internal partners by providing loan status updates, asking follow-up diligence questions, and requesting required documentation to complete initial and ongoing underwriting. Posting End Date: 5/11/26

- Support annual budgeting, quarterly forecasting, and long-range planning processes - Build and maintain financial models covering revenue, customer acquisition, LTV/CAC, margin, and cash flow - Produce monthly management reporting packs with clear variance analysis - Partner with marketing and product teams to evaluate ROI on campaigns and promotions - Track KPIs across acquisition, retention, and monetisation metrics - Support board and shareholder reporting materials - Assist in financial due diligence and integration planning - Develop standalone and consolidated financial models for the new brand - Support migration into Yellow’s financial systems and reporting frameworks - Establish KPI tracking, performance dashboards, and cost allocation models - Work cross-functionally to ensure operational and financial alignment during launch - Monitor performance against business case assumptions post-integration - Conduct scenario modelling and stress testing via Looker Studio & Tableau - Support capital allocation decisions and investment analysis - Identify process improvements within finance and reporting functions