Role Description The Sr. Operations Analyst, Student Finance role is a high-impact, technology-enabled position responsible for driving end-to-end operational excellence across the Student Financial lifecycle, including Financial Aid Management, Billing and Receivables, and Payment and Cash Operations. This role operates as an embedded optimization leader within Student Finance, combining hands-on processing expertise (25%) and advanced analytics, systems optimization, and automation (75%). The role is accountable for designing, implementing, and scaling solutions that improve efficiency, system utilization, data accuracy, and student experience serving as the operational innovation engine that helps Student Finance become innovative, scalable, and expert. Responsibilities - Embedded Operations & Financial Systems Expertise: - Performs processing across Student Finance functions to maintain operational fluency and support priority workloads. - Serves as a cross-functional SME across Student Financial Aid, Billing, and Payment systems. - Executes and validates complex financial transactions, ensuring data integrity across systems. - Supports escalations and exception handling requiring deep system knowledge. - Systems Optimization & Automation Leadership: - Leads optimization of Student Financial systems and workflows. - Designs and implements automation solutions using Power Automate, or other automation and AI platforms, Power Query, and reporting tools. - Partners with IT to define system requirements and enhancements. - Drives improvements in audit, reconciliation, and compliance processes. - Eliminates manual work through automation and process redesign. - Partners with operational leaders to identify opportunities for AI-driven operational improvements. - Data, Reporting & Operational Intelligence: - Analyzes data across systems to identify trends and risks. - Develops KPI dashboards, operational scorecards, and performance monitoring frameworks that support management decision-making. - Supports capacity planning, workload forecasting, and scalability assessments across Student Finance operations. - Establishes data validation and monitoring frameworks. - Process Engineering & Continuous Improvement: - Maps and redesigns workflows, using visualization tools, to improve efficiency and scalability and maintains SOPs and process documentation utilizing best practices. - Applies design thinking, systems thinking, and data-driven methodologies to identify root causes and develop sustainable solutions. - Conducts process experiments, pilots, and proof-of-concepts to validate proposed operational improvements and emerging technologies. - Supports project planning, requirements gathering, user acceptance testing, implementation activities, and post-launch performance measurement. - Evaluates emerging technologies and industry best practices and recommends solutions that improve organizational effectiveness and student experience. - Drives measurable improvements in performance metrics. - Cross-Functional Integration & Execution: - Acts as a liaison between Student Finance, IT, and Operations teams. - Supports project execution and ensures successful implementation. - Contributes to training and change management efforts. - Facilitates workshops and discovery sessions to translate business needs into digital capabilities. Qualifications - Bachelor’s degree in Business, Finance, Information Systems, or related field. - 4–6+ years of experience in student finance operations or process optimization. - Experience with systems such as Banner, Salesforce, & ProSAM or other Financial Aid Management systems. - Experience with Federal Student Aid, 3rd party billing, and VA web-based applications. - Maintain access to federal systems, which requires no defaulted federal student loans. - Strong technical proficiency in Excel, Power Query, Power Automate, and Power BI or equivalent technologies. - Strong analytical, problem-solving, and communication skills. - Ability to manage multiple priorities and work independently. - Demonstrated ability to quickly learn and adapt to new technologies, systems, and tools in a fast-paced, evolving environment. Benefits - 401k with up to 6% company match - Tuition assistance and career development opportunities - Remote & hybrid opportunities - Comprehensive health coverage (medical, dental, vision, and mental health) - Generous paid time off, including parental leave and volunteer time - FSA/HSA options, disability & life insurance - Benefits vary based on employment status.

Title: Corporate Finance, Equity Operations - Analyst / Associate Location: Greenwich, Connecticut, United States About the Role iCapital is seeking a highly motivated and detail-oriented Equity Operations Analyst or Associate to join the Corporate Finance team. As operations continue to scale, this role offers direct exposure to the full equity administration lifecycle, from grant issuance and reconciliation through compliance, audit, and investor reporting - within a fast-moving, process-driven environment. The ideal candidate brings a strong execution mindset, a high degree of data discipline, and a genuine interest in equity compensation and financial operations. This role will work cross-functionally with the Finance, Human Resources, Legal, Payroll teams and external vendors, and will play a meaningful role in building the operational infrastructure that supports equity programs at scale. Responsibilities - Administer equity award issuances, modifications, and updates on the Equity Management System, ensuring accuracy across all transaction types - Execute grant issuance and vesting workflows with a focus on data integrity, timeliness, and compliance with plan documentation. - Perform rigorous data reconciliations between the Equity Management System and source records and investigate and resolve breaks proactively. - Maintain detailed monthly reconciliation logs and produce clear activity summaries for internal stakeholders. - Partner with Payroll to support federal, state, and local tax withholding calculations on equity events. - Drive year-end equity tax form reconciliations in coordination with Finance and Human Resources. - Own ongoing data quality monitoring and identify discrepancies early, escalate appropriately, and document resolution steps. - Prepare, organize, and deliver audit-ready documentation across multiple jurisdictions. - Own audit request trackers end-to-end such as intake, assignment, status monitoring, and on-time delivery - Maintain jurisdictional filing calendars and compliance trackers, proactively flagging upcoming deadlines to the team. - Compile and quality-check all inputs required for local regulatory filings before submission. - Build and maintain country process documentation to support consistency, scalability, and audit readiness. - Lead onboarding and documentation workflows for legal, tax, and operational vendors. - Manage the full invoice lifecycle like receipt, requisition creation, approval tracking, and payment confirmation. - Follow-up to resolve processing delays, flagging aging items to management before they become issues. - Coordinate the production and distribution of quarterly investor reporting packages, ensuring accuracy, completeness, and consistency. - Serve as the operational point of contact for year-end investor audit inquiries, managing timelines and deliverable quality. - Maintain organized, audit-ready filing systems for all investor-facing materials. - Own and continuously improve key operational trackers spanning equity activity, audit status, and vendor management. - Deliver concise, data-driven status updates and operational summaries to senior leadership on a regular cadence. - Identify gaps in existing tracking infrastructure and propose scalable solutions as volume grows. - Build and maintain operational dashboards that surface key metrics such as grants processed, open audit items, vendor payment status, and inquiry volumes. - Analyze turnaround times and completion rates to identify process bottlenecks and support continuous improvement initiatives. - Support ad hoc data pulls and reporting requests from Finance, Legal, and Human Resources leadership Qualifications - 0–4 years of experience in a finance, operations, accounting, equity compensation, or data-focused role within a financial services, fintech, asset management, or corporate finance environment - Bachelor’s degree in finance, accounting, economics, or a closely related field required - Exposure to equity compensation administration, financial reporting support, or audit and compliance processes is a strong plus - Experience working with equity management systems (Carta, Shareworks), HRIS platforms, or similar data and workflow tools is preferred - Prior experience in a role requiring cross-functional coordination across Finance, Legal, HR, and Payroll is highly valued - Familiar with regulatory filing environments and multi-jurisdictional compliance processes is a plus - Exceptional organizational skills and able to manage multiple equity trackers, compliance workflows, and deadlines simultaneously without loss of accuracy - High degree of data discipline and attention to detail and proven ability to work with structured datasets and reconcile information across systems - Strong technical proficiency in Microsoft Excel, including data modeling, pivot tables, and reconciliation workflows; comfort handling large operational datasets - Able to operate within a highly controlled environment with defined approval workflows, segregation of duties, and audit-ready documentation standards Benefits The base salary range for this role is $70,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Title: FX & Money Markets Sales Analyst (Bilingual Japanese/English Required) Location: New York United States Job Description: Job Level: Analyst Employment Type: Full Time Requisition ID: 7764 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $85,000.00 and $110,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Job Summary Reporting to the Treasury Customer Section Co-Chief, Global Markets and Treasury Department Americas Division-Marketing Group, the Sales Analyst provides support for marketing and customer support functions. Scope Within the Global Markets and Treasury Department Americas Division-Marketing Group, the Sales Analyst role is transaction oriented and typically has limited participation in strategic decision-making. Consults in both English and Japanese, with senior management on complex transactions and related issues. Role Objectives The job responsibilities are described herein: - Complies with all FRB, State and Federal regulations. - Service SMBC's FX and Money Market customers in North America, Japan and Latin America as needed. - Interact with customers to understand their needs and concerns and communicate feedback to desk; increase frequency and substance of client communications with the business (conference calls, in-person meetings). - Interact with other SMBC departments including Corporate Banking, Settlement and Operations, Tax, and Legal to ensure a high level of communication and collaboration in both English and Japanese. - Transact Money Market and FX transactions via phone, email, and e-platforms. - Support colleagues as needed. Qualifications and Skills - Work Experience: 0-2 years of relevant experience in Financial Services, Banking, Trading and Lending preferred - Education Preferred: BA / BS (or equivalent experience) Finance, Economics - Business fluency in the following language(s) is required: English, Japanese - Functional knowledge and understanding of U.S. regulatory requirements. - Knowledge of Foreign Exchange and Fixed Income products including technical analysis. - Knowledge of global economic releases, market movement, market flows and economic impact. - Strong interpersonal and communication skills to successfully work with customers, traders and colleagues in both English and Japanese. - Strong analytical and mathematical skills. - Strong attention to detail and appreciation of the need for follow-up. - Ability to multi-task in fast paced environment SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process.

Role Description Koniag IT Systems, LLC, a Koniag Government Services company, is seeking an experienced ICAM Service Desk Tier 2/3 Analyst to join a team supporting Identity, Credential, and Access Management (ICAM) solutions for our customer. The ideal candidate is a technically proficient and customer-focused professional with strong experience providing advanced technical support for enterprise ICAM services, managing service knowledge bases, and coordinating across multi-tiered support organizations in a federal government environment. This individual will play a critical role in delivering high-quality, SLA-driven support for ICAM services operating on NIPRNet, ensuring rapid and effective resolution of identity and access management issues for users and application owners across the enterprise. The ICAM Service Desk Tier 2/3 Analyst will provide advanced technical support for ICAM services, serving as a primary escalation point for complex identity and access management incidents, service requests, and problems that require in-depth technical expertise beyond Tier 1 resolution. This individual will work in close coordination with networking and cyber teams, the Service Desk, ICAM platform engineers, and Tier 4 technology vendors such as Okta and SailPoint to ensure timely and effective resolution of ICAM-related issues. The Tier 2/3 Analyst will also play an active role in knowledge management, service catalog maintenance, and SLA performance tracking to support continuous improvement of ICAM support operations. - Provide Tier 2 and Tier 3 advanced technical support to users, application owners, and administrators experiencing issues with ICAM services, including authentication failures, SSO errors, provisioning and deprovisioning issues, access control problems, MFA challenges, and identity lifecycle management anomalies. - Investigate, diagnose, and resolve complex ICAM incidents and service requests escalated from Tier 1 support, leveraging deep technical knowledge of Okta, SailPoint, and related identity infrastructure components. - Coordinate with networking and cyber teams to troubleshoot and resolve ICAM issues that involve network connectivity, DNS, firewall policies, PKI/certificate management, and Active Directory integrations. - Coordinate Tier 4 support activities with ICAM solution technology vendors, including Okta and SailPoint, managing vendor escalations, tracking resolution progress, and ensuring timely closure of vendor-supported issues. - Integrate with the client Service Desk for Tier 1 coordination, ensuring that appropriate contractor personnel are assigned to the correct resolver groups with the necessary access and permissions to perform support functions. - Establish, document, and adhere to Service Level Agreements (SLAs) for incident response and resolution, including defined metrics for Mean Time to Acknowledge (MTTA) and Mean Time to Repair (MTTR) aligned with government objectives. - Monitor, track, and report on SLA performance metrics, ensuring that Tier 2/3 support activities consistently meet or exceed established SLA targets and proactively identifying trends or systemic issues that may impact SLA compliance. - Actively manage, maintain, and expand the ICAM support knowledge base, creating, reviewing, and updating knowledge articles, troubleshooting guides, FAQs, and self-service resources to enable efficient issue resolution for users and application owners. - Maintain and update the ICAM service and capability catalog to accurately reflect all available ICAM services, both current and planned, including service descriptions, service level agreements, request procedures, and points of contact. - Develop and maintain standard operating procedures (SOPs), runbooks, and escalation procedures for common and complex ICAM support scenarios to ensure consistent, high-quality support delivery. - Perform root cause analysis on recurring or high-impact ICAM incidents, documenting findings and working with ICAM engineering teams to implement permanent fixes and preventive measures. - Monitor ICAM platform health and system alerts, proactively identifying and addressing potential issues within Okta, SailPoint, and related identity infrastructure before they impact end users. - Support the onboarding of new applications and identity sources to ICAM platforms, assisting application owners with integration questions, troubleshooting onboarding issues, and coordinating with integration engineering teams as needed. - Participate in change management processes, assessing the potential support impact of proposed changes to ICAM systems and contributing to change review and approval activities. - Generate and distribute regular support performance reports and dashboards to program leadership and government stakeholders, providing visibility into incident volumes, SLA performance, trending issues, and knowledge base utilization. - Support incident response activities related to ICAM systems, contributing to the investigation, containment, and remediation of identity-related security events. - Provide technical guidance and training to Tier 1 support personnel, expanding their knowledge of ICAM services and enabling more effective first-contact resolution. Qualifications - Bachelor's degree in Computer Science, Information Technology, Cybersecurity, or a related field from an accredited college or university; equivalent work experience may be considered in lieu of a degree. - 4+ years of experience providing technical support or system administration in an enterprise IT environment, with at least 2 years of experience supporting identity and access management systems or services. - Demonstrated experience providing Tier 2 or Tier 3 technical support in a large-scale, multi-tiered IT support organization. - Experience working in a federal government or Department of Defense (DoD) IT environment. Requirements - Active Secret Clearance required. Required Skills and Competencies - Exceptional communication skills in English – both written and oral – with the ability to communicate complex technical issues clearly and professionally to end users, application owners, technical peers, and government stakeholders at all levels. - Hands-on experience supporting and troubleshooting Okta platform issues, including SSO failures, MFA enrollment and authentication problems, Lifecycle Management errors, application integration issues, and Okta Workflow failures. - Hands-on experience supporting and troubleshooting SailPoint platform issues, including provisioning and deprovisioning failures, access certification problems, connector errors, and identity lifecycle management anomalies. - Strong understanding of identity federation protocols and standards, including SAML 2.0, OAuth 2.0, OpenID Connect (OIDC), and LDAP, and the ability to diagnose and resolve protocol-level integration issues. - Experience working within a tiered IT support model, including coordination with Tier 1 service desk teams, Tier 3/4 engineering teams, and external technology vendors. - Demonstrated experience developing and maintaining knowledge base articles, troubleshooting guides, SOPs, and runbooks in support of IT service management operations. - Experience with IT Service Management (ITSM) platforms such as ServiceNow, Remedy, or equivalent tools for incident management, service request fulfillment, and knowledge management. - Familiarity with SLA management concepts and experience tracking and reporting on MTTA, MTTR, and other service performance metrics. - Experience maintaining service catalogs, including documenting service descriptions, request procedures, and SLA commitments for IT services. - Strong analytical and problem-solving skills, with the ability to perform root cause analysis on complex, multi-system ICAM issues. - Knowledge of Active Directory (AD), Azure Active Directory (AAD/Entra ID), and LDAP directory services and their role in enterprise ICAM environments. - Familiarity with PKI, digital certificates, and smart card/PIV/CAC authentication and their integration with ICAM platforms in a federal environment. - Ability to monitor system health dashboards, review logs, and analyze audit trails within Okta, SailPoint, and related identity infrastructure. - Strong customer service orientation with the ability to manage user expectations, communicate issue status clearly, and deliver a positive support experience under pressure. Desired Skills and Competencies - Experience providing ICAM support in a Department of the Air Force (DAF), Department of Defense (DoD), or other federal agency environment. - Experience supporting NIPRNet operations and familiarity with DoD network security requirements and constraints. - Okta Certified Administrator or Okta Certified Professional certification. - SailPoint Certified Administrator or equivalent SailPoint certification. - ITIL Foundation certification or equivalent IT service management certification, with familiarity with ITIL incident, problem, and knowledge management processes. - Experience coordinating vendor escalations and managing Tier 4 support relationships with enterprise software vendors. - Knowledge of Zero Trust Architecture principles and their application to ICAM services and support operations. - Familiarity with federal ICAM frameworks and identity management standards, including FICAM, NIST SP 800-63, and relevant DoD identity management policies and directives. - Experience supporting MFA implementations, including hardware tokens, mobile authenticators, and PIV/CAC-based authentication in a federal environment. - CompTIA Security+ or equivalent DoD 8570/8140 compliant cybersecurity certification. - Experience with security monitoring and SIEM platforms for detecting and investigating identity-related security events. - Familiarity with continuous monitoring tools and their application to proactive ICAM platform health management. - Experience developing and delivering training materials and technical guidance for Tier 1 support personnel and end users. - Knowledge of cloud-hosted ICAM platform operations, including FedRAMP-authorized deployments on AWS GovCloud or Azure Government.