Investment Banking Senior Associate Citigroup IncInvestment Banking Senior AssociateNew York, NY$200,000–$225,000 / yearFull span of experience must include: Analyzing historical financial statements to evaluate financial metrics including operating performance, profitability, working capital, and cash flow generation; Valuation methods including comparable companies, precedents, discounted cashflow and weighted average cost of capital (WACC) estimation; Assessing macroeconomic variables, industry trends, and research reports to evaluate market conditions, competitive dynamics, and company performance in Industrials and related sectors; Reviewing accounting policies and performing financial due diligence including evaluation of quality of earnings, normalized EBITDA, EBITDA adjustments, and non-recurring items for valuation and transaction purposes; Client relationship management and supporting transaction execution in connection with mergers and acquisitions and other strategic advisory assignments; and Equity and Capital Markets transactions including preparation of investor-facing and transaction-related materials and analysis for financing and execution processes. Requirements: Requires a Master's degree, or foreign equivalent, in Business Administration, Finance, Economics or related field and 3 years of experience as a Manager, Associate, Senior Associate or related position performing financial analysis and due diligence in connection with M&A, capital raising transactions, company and securities valuation for a financial services / professional services institution.
Investment Banking, Capital Markets Operations, Account Onboarding (Associate/Vice President) BTIG, LLCInvestment Banking, Capital Markets Operations, Account Onboarding (Associate/Vice President)New York, NY$170,000–$230,000 / yearThe position requires strong operational execution, attention to detail, and the ability to coordinate across internal stakeholders (Sales, Trading, Syndicate, Capital Markets, Legal, Compliance, Risk, Finance, Technology) and external clearing firms to ensure accounts are opened and maintained accurately, efficiently, and in accordance with firm policies and applicable regulatory requirements. This role is responsible for end-to-end onboarding and opening of DVP (Delivery versus Payment) and Cash-Custody accounts across multiple clearing firms, ongoing account maintenance, and broader administrative workflows that support Capital Markets coverage and governance.
New2027 Investment Banking Analyst (New York, NY) Oppenheimer & Co. Inc.2027 Investment Banking Analyst (New York, NY)New York, NYInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our top-ranked professionals provide in-depth industry knowledge and deliver creative, market-based solutions to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology.
Investment Banking Associate / VP - Financial Institutions Group (New York) Raymond James Financial IncInvestment Banking Associate / VP - Financial Institutions Group (New York)New York, NY$100,000–$200,000 / yearWorks at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
NewInvestment Banking Associate 1/2 Media M&A (Elite-Boutique) Prospect Rock PartnersInvestment Banking Associate 1/2 Media M&A (Elite-Boutique)New York, New YorkBachelor's degree and a minimum of 6 years of investment banking, corporate finance, and M&A experience with a top-tier investment bank, OR an MBA concentrating in Finance with current Associate (or equivalent) standing at a top-tier investment bank. Our client, an elite investment banking boutique, is a leading firm with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital.
NewInvestment Banking Associate 1/2 M&A (Elite-Boutique) Prospect Rock PartnersInvestment Banking Associate 1/2 M&A (Elite-Boutique)New York, New YorkBachelor's degree and a minimum of 6 years of investment banking, corporate finance, and M&A experience with a top-tier investment bank, OR an MBA concentrating in Finance with current Associate (or equivalent) standing at a top-tier investment bank. Our client, an elite investment banking boutique, is a leading firm with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital.
Investment Banking Healthcare M&A Associate Oppenheimer & Co. Inc.Investment Banking Healthcare M&A AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearWIS digital product managers mobilize cross-functional teams throughout the division to build digital capabilities for advisors across client channels and work closely with investment teams, salespeople, client servicing teams, operations, divisional product managers, UX designers, designers, tax, compliance, and legal. Become a subject matter expert on the end-to-end client experience relevant to your specific pillar coverage; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales teams, operations teams, and user interviews.
Associate, Investment Banking - Healthcare Services MoelisAssociate, Investment Banking - Healthcare ServicesNew York, NY$175,000–$225,000 / yearThe day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. Moelis' Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude.
Private Wealth Management Investment Consultant Morgan StanleyPrivate Wealth Management Investment ConsultantMorristown, New JerseyOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team’s clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans.
Investment Banking Analyst - Consumer The Toronto-Dominion BankInvestment Banking Analyst - ConsumerNew York, NY$110,000–$135,000 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
NewInvestment Banking Analyst 2/3 Technology M&A (Elite Boutique) Prospect Rock PartnersInvestment Banking Analyst 2/3 Technology M&A (Elite Boutique)New York, New York$110,000–$125,000 / yearInvestment & Corporate Banking Associates are directly involved in the design, origination, structuring, and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources.
2027 Summer Analyst - Investment Banking Rockefeller Capital Management2027 Summer Analyst - Investment BankingNew York, New YorkFull timeAs part of the Global Investment Banking team, the Analyst will have the opportunity to work on a variety of strategic advisory assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; direct investments; and, more broadly, evaluation of strategic alternatives. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.
NewSenior Associate, Investment IPG MediaBrandsSenior Associate, InvestmentNew York, NY$40,000–$75,000 / yearThrough its investments and strategic commercial partnerships with media, technology, and data providers, OMnet creates a private ecosystem of cost-effective, data-driven media solutions available exclusively to Omnicom clients. Support the Activation Manager as the primary buying lead for a given client roster, which includes but is not limited to, media plan development, research, strategy development, tracking revenue generation, and negotiating media.
Senior Vice President Supervision and Monitoring - Investment Solutions Citigroup IncSenior Vice President Supervision and Monitoring - Investment SolutionsNew York, NY$163,600–$245,400 / yearThis role will be responsible for driving the design and implementation of automated supervisory, regulatory driven frameworks across the wealth management platform, focusing on reducing manual processes through intelligent automation and aligning client disclosure/control holistically. Spearhead the creation of scalable suitability frameworks that integrate client goals and risk profiles with investment strategies, automating the suitability assessment and ensuring alignment with firm-wide policies for risk, concentration, and diversification.
Wealth - Investment Sales Senior Lead - Senior Vice President Citigroup IncWealth - Investment Sales Senior Lead - Senior Vice PresidentNew York, NY$176,720–$265,080 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty.
Investment Banking Vice President - Financial Services - Insurance Piper Sandler CompaniesInvestment Banking Vice President - Financial Services - InsuranceNew York, NYOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience.
Real Assets Investment Associate Infrastructure, Real Estate & Agriculture Madison-DavisReal Assets Investment Associate Infrastructure, Real Estate & AgricultureNew York, NY$110,000–$125,000 / yearThe role offers meaningful exposure across real estate, infrastructure, and agriculture strategies spanning portfolio monitoring and reporting, macroeconomic research, fund due diligence, and ESG initiative implementation within a collaborative, globally connected team environment with regular interaction with offices in London and Tokyo. This Associate-level opportunity sits within the Alternatives and Real Asset Investments team of a well-established global institutional investment manager, supporting a rapidly expanding real assets portfolio across the US and Europe.
NewInvestment Banking Analyst - Capital Markets, Financing - 2027 Capital OneInvestment Banking Analyst - Capital Markets, Financing - 2027New York, New YorkOur Capital Markets team is growing at a fast pace and includes a broad array of products and services, including but not limited to: Debt & Equity Capital Markets, Structured Products, Loan Syndications, Derivatives, and Mergers & Acquisitions, which include two leading Investment Banking platforms; TripleTree focused on healthcare and KippsDeSanto, Co. focused on aerospace, defense & government. Challenging team and individual projects, constant client interaction, broad product exposure, along with an immersion into multiple areas of Capital Markets and the Commercial Bank will help you grow your competencies and allow you to establish yourself as a leader in the organization and the broader financial services industry.
Technical Business Analyst Investments Data Platform Resource Logistics, Inc.Technical Business Analyst Investments Data PlatformHolmdel, NJThe ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions.