Role Description The Resource Management Coordinator plays a key role in supporting effective deployment, utilization and tracking resources across projects and departments. This role collaborates closely with project managers, Finance, HR and other stakeholders to ensure optimal staffing, efficient bench management, and accurate resource tracking. The RM Coordinator will also support reporting, documentation, and facilitating coordination across teams to ensure smooth project operations and governance. Key Responsibilities - Coordinate staffing requests and support timely deployment and re-deployment of resources across projects and departments. - Track employee availability, bench status, upcoming roll-offs, and support bench management for optimal allocation. - Maintain and update internal resource allocation tools, dashboards, and trackers including RM MIS reports. - Support regular reporting activities such as utilization reports, risk logs, capacity planning and resource status update. - Collaborate with project managers and cross-functional teams to gather project updates and maintain resource plans, contracts and billing. - Schedule and coordinate stakeholder meetings, deployment discussions, and governance sessions. - Validate and track timesheets, SOWs, and other project-related documentation. - Maintain centralized project documentation including project charters, meeting minutes (MoMs), and RACI charts. Qualifications - Bachelor’s degree in business administration, Engineering, Computer Science, or a related field. - 3–5 years of experience in coordination, resource management, PMO support, or similar roles. - Strong communication and stakeholder coordination skills. - High attention to detail with strong focus on data accuracy and reporting. - Proficiency in Microsoft Excel or Google Sheets, along with experience in MIS reporting and Power BI dashboards. - Demonstrated ability to work efficiently while managing multiple priorities and deadlines. - Exposure to resource management or staffing tools is an added advantage. - Collaborative mindset with strong organizational skills. Benefits - Opportunity to work on diverse projects and interact with cross-functional teams. - Continuous learning opportunities and mentorship for career growth in Project Management and PMO functions. - Exposure to structured project governance and global delivery frameworks.

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.