• Originate institutional borrow demand across collateralized lending, trading and hedging strategies, structured credit, and liquidity products — from prime brokerages, trading firms, and asset-backed lending partners. • Build the borrower pipeline across three segments: (1) unique-market-access counterparties (e.g. RWAs); (2) committed-supply-at-scale borrowers (market makers, OTC desks, trading desks); (3) KYC-gated counterparties (regulated borrowers who cannot legally use open pools). • Structure and close term sheets — negotiate rate, term, size, and collateral; coordinate KYC, gating, and onboarding through to close. • Maintain the book you originate. Long-term relationship maintenance, renewal, and expansion are owned by Capital Markets. • Operationalize and document the first on-chain borrow products (starting with our current pilot) so the process is repeatable as deal volume grows, and manage inbound interest as we execute more deals. • Work cross-functionally with Credit Risk, Strategy & Growth, Product, and Engineering on operational integration • Contribute to credit terms guidance (what we offer, minimum rate, maximum term) set with Credit Risk.

• Managing and monitoring grants management administration for a portfolio of programs • Tracking the status of projects • Maintaining historical records • Managing timelines • Ensuring programs meet proposal conditions and expectations • Maintaining the grants database and ensuring all necessary information is accurate, up to date and readily available to partners and staff • Reviewing partner proposals each half-year and partner reporting each quarter, providing clear and concise feedback to the Water Program Manager for partner revisions • Scheduling and facilitating meetings, drafting reflective meeting minutes and team presentations, and monitoring action items from both team and partner meetings • Processing reports and managing the grant agreement process including drafting, reviewing for accuracy, finalizing, and ensuring timeliness and compliance with charity: water requirements • Writing and reviewing program-related copy for the fundraising team to use in external communications • Relaying the status of proposals and grants to other charity: water departments that utilize the data for reporting purposes • Assisting with travel arrangements for the Programs team including but not limited to managing travel agendas, flights, visas, and maintaining updated country information affecting travel • Managing a variety of administrative tasks needed by the Water Programs Manager and Portfolio Manager • Working collaboratively with each charity: water department to make sure their involvement in our water programs is maximized and efficient • Demonstrating a mastery of charity: water's systems, processes, administrative needs, and record-keeping at the associate level role

• Enters new applications and completes underwriting analysis. • Quotes and binds accounts in accordance with their Letter of authority. • Enters Monthly self-audit reports. • Handles cancellations & reinstatements. • Handles inquiries and requests from both agents and policyholders. • Issues policy endorsements as needed. • Performs other duties and projects as assigned.

• Shadow and co-teach courses with more experienced Instructors, progressively taking on greater delivery responsibility as proficiency develops. • Support the delivery of training to customers, partners, and employees under the guidance of Senior Instructors. • Assist in assessing individual and group training needs for assigned courses. • Gather and consolidate post-session feedback to support continuous improvement of training content and delivery. • Build working relationships with learners and stakeholders by providing reliable, professional support. • Actively build knowledge of BeyondTrust software product lines and underlying technical concepts. • Proactively use other knowledge channels such as KB articles, Teams chats, and technical documentation. • Learn and apply team processes, instructional tools, and delivery platforms (e.g., Zoom, Teams, LMS). • Seek coaching and feedback from Senior Instructors to accelerate skill development.