• Develop and lead the enterprise applied research agenda aligned with organizational priorities. • Establish research priorities, methodologies, quality standards, and publication schedules. • Lead flagship initiatives including the State of Prosperity research portfolio. • Advise executive leadership on economic, demographic, and policy trends. • Direct quantitative and qualitative research on financial well-being, wealth-building, entrepreneurship, housing, tax opportunity, and family financial health. • Ensure methodological rigor using appropriate economic and mixed-methods research. • Evaluate policies, markets, and interventions using objective evidence. • Oversee production of reports, briefs, dashboards, and research publications. • Translate research findings into practical policy options and implementation strategies. • Assess feasibility, tradeoffs, and expected outcomes of proposed solutions. • Partner with Programs and Public Policy to ensure research informs organizational priorities. • Develop partnerships with universities, research institutions, and government agencies. • Support grant proposals by developing methodologies and technical narratives. • Represent Prosperity Now through presentations and publications. • Supervise, coach, and develop the Applied Research & Policy Associate and future Research Scientist. • Establish research standards and review work products. • Model collaborative leadership. • Participate in planning, goal setting, and performance management. • Perform other duties as assigned.

• Own strategic technology partner relationships end to end, driving mutual growth and platform expansion • Identify and build technical alliances with high market share partners that sharpen our competitive edge • Build go to market alliances that align directly with client needs and revenue goals • Manage the full partner lifecycle, from first outreach and business case development through integration launch and ongoing optimization • Partner closely with Product, Marketing, and Sales to keep partnership activity tied to the product roadmap and revenue targets • Represent CENTEGIX at industry events and with partners in the field • Own KPIs tied to partner pipeline generation, successful technical integration launches, and revenue impact attributable to partnerships

• Provides senior leadership on multiple client accounts or practice areas. • Responsible for strategic management. • Creates mission and works with management team to ensure a clear understanding of team mission and goals. • Works with management team to help identify skills that are needed for projects or work activities and match skill requirements with talent. • Develops performance standards for management team and measures success against performance standards. • Creates innovative business expansion and/or new services. • Responsible for lead proposal writing, contracting, client presentations, and pricing. • Establishes goals for business unit growth. • Stays abreast of industry trends and important pending legislation impacting business. • May maintain specialized technical skills in a disease state, hold expert medical knowledge on reimbursement strategies, and/or possesses functional knowledge. • Identifies and collaborates with internal and external resources and experts. • Develops succession plans for key management team members. • Recruits, trains and develops senior leaders. • Provides leadership to team and participates as facilitator for learning programs. • Manages budget to include P&L responsibility. • Approves purchases, contracting, expenses, and may manage vendor relationships. • Allocates human and financial resources as appropriate to ensure objectives are accomplished. • Searches and pursues revenue generation opportunities and effectively manages to ensure that new revenue is realized. • Trains managers on financial matters related to performing job responsibilities. • Overall responsibility for timeliness, accuracy, and completeness of all services. • Identifies areas for risk; fosters proactive, continued quality improvement. • Ensures and maintains highest integrity and honesty in all business activities. • Responsible for corporate culture to include embracing and fostering company values. • Supports company programs and initiatives; adheres to company policies and procedures. • Represents the company to associates and the public.

Role Description Cardinal Group Investments is currently seeking a Capital Markets Senior Director to join its investment team to help drive the capital raising initiatives for student housing and multi-family investments. This position will gain exposure to the private equity and real estate industries through developing strategy, analyzing capital markets and real estate trends, and interfacing with current and prospective investors. This role will be responsible for: - Developing and executing capital raising strategies. - Expanding institutional and private capital relationships. - Supporting the continued growth of Cardinal's investment platform through strategic capital raising initiatives. - Leading investor calls, building capital relationships, creating deliverables, and other investor relations related functions. The Capital Markets Senior Director will report directly to the SVP, Head of Capital Markets while working with a dynamic team of professionals who are dedicated to a culture of excellence. The ideal candidate will have: - Two or more years of acquisitions, development, or capital markets experience. - A passion for real estate, finance, and sales. - A strong understanding of finance and real estate investing principles. - A strong work ethic, attention to detail, desire to learn and grow, and superior verbal and written communication skills. The Senior Director will serve as a senior representative of Cardinal in the marketplace, building long-term relationships with institutional investors, family offices, private wealth platforms, and other strategic capital partners. The position offers the option to work from the firm’s Denver headquarters or remotely. The candidate must live in close proximity to a major airport to facilitate travel. Responsibilities - Lead investor calls, build capital relationships, and diversify Cardinal’s equity partnerships. - Capitalize acquisition and development pipeline opportunities. - Support acquisition, development, refinance and recapitalization debt procurement and transaction functions. - Negotiate joint venture term sheets and corresponding agreements. - Travel frequently to network and strengthen capital relationships, including market tours with equity and lender partners. - Attend conferences and networking events to represent Cardinal’s investment team. - Work closely with in-house and external legal counsels on JV document negotiations. - Assist market research team with investment materials to present externally, including pitch decks, acquisition and debt memos, market summaries, and company overviews. - Assist with the research and data compilation of partners’ requests, including industry research, statistics, and supporting documentation for investment committee approvals. - Distribute pipeline reports and deal status updates to capital partners. - Lead equity recapitalization opportunities, including preparing materials, working with capital partners, and supporting on transaction functions. - Participate in regular pipeline and investment committee meetings regarding potential acquisitions and developments with new and existing partners. - Perform return calculations and term comparisons to assist the company with identifying the preferred capital structure and terms. - Complete project management functions and acquisition/development support for transactions with new and existing capital partners. - Work closely with the Client Services team to distribute press releases and grow the company’s online brand presence. - Monitor fundraising activity, investor sentiment, and competitive market activity to refine capital raising strategies. - Analyze market and investment trends to help develop investment theses and create new product offerings. - Assist market research team with research papers and create strategy presentations for new and expanding investment strategies. - Collaborate with acquisitions, asset management, finance, and legal teams to develop investment strategies and effectively communicate investment opportunities to prospective capital partners. - Maintain a database of capital interest by sector and return profile in Salesforce. - Track private equity real estate capital raising initiatives and targets in Salesforce. - Update communication logs, investor tracking, and capital raising pipelines to ensure Salesforce accurately reflects the status of all initiatives. - Maintain accurate fundraising metrics and investor engagement reporting for senior leadership. - Maintain summary of debt portfolio and loan requirements. Qualifications - Five or more years’ experience in the real estate and/or finance industries; private equity experience preferred. - Two or more years’ experience in real estate acquisitions; student housing experience preferred. - Student housing and/or multifamily real estate experience. - Bachelor’s degree from an accredited university in Business, Real Estate, Finance, or Accounting. - Very strong written and oral communication skills. - A passion for sales and relationship building; understands the importance of delivering results and meeting timelines for external clients. - Solid understanding of finance and real estate investment principles. - Experience in underwriting, research, and transaction execution. - Strong analytical skills, including the ability to gather and analyze market data to project trends and form strategies. - Superior organizational skills and the ability to manage multiple tasks and competing priorities. - High level of proficiency with Microsoft Office (Excel, Word, and PowerPoint), and the ability to learn new software systems quickly. - Reliable, self-sufficient, results-oriented, and superior time management skills. - Available to travel as needed; this position will require 25-50% travel across the United States as needed to meet with investors and attend company meetings and trainings. - Ability to embody the Cardinal Culture and Cardinal’s Core Values every day. Benefits - Health, vision, dental, and pet insurance. - 401(k) retirement plan. - Student loan assistance. - Licensing and continuing education reimbursement. - Parental leave. - Housing allowances or gifts.