Account Manager, WM Advisory Northern TrustAccount Manager, WM AdvisoryNew York, NY$77,625–$128,225 / yearAssists Relationship Advisors, in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Director, Trustee & Advisory Board Relations (Stewardship) New York University School of MedicineDirector, Trustee & Advisory Board Relations (Stewardship)New York, NY$121,792.22–$178,870 / yearThis role leads NYU Langone Healths engagement with the Board of Trustees, ensuring effective governance, seamless meeting execution, and a high-touch experience for our highest-level volunteers. This position manages the Assistant Manager of Trustee Administration, and works closely with senior leadership, Trustees, advisory board members, and internal partners.
Vice President - Private Capital Advisory - Real Assets Lazard IncVice President - Private Capital Advisory - Real AssetsNew York, NY$250,000–$275,000 / yearVPs will work in tandem with Associates and Analysts during the preparation of a transaction (i.e., drafting marketing materials such as a Private Placement Memorandum, preparing track record analyses, preparing the Virtual Data Room, etc.) and during the marketing and due diligence phases of the transaction (i.e., tracking investor outreach, facilitating and answering due diligence questions from potential investors, roadshow coordination, and other responsibilities as part of managing the transaction process). We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Global Capital Markets Credit Advisory Associate - New York Morgan StanleyGlobal Capital Markets Credit Advisory Associate - New YorkNew York, New York$150,000–$225,000 / yearSuch advice to fortune 500 and mid cap clients as well as private equity sponsors on optimal capital structures include debt capacity associated with M&A, LBO and other corporate finance strategic decisions, liquidity analysis, loss given default and recovery analysis and general rating advisory methodologies, as well as best positioning clients for credit rating defense and paths for rating upgrades. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
Advisory | Accounting | Audit | Tax | Payroll Itc WorldwideAdvisory | Accounting | Audit | Tax | PayrollNewark, New JerseyUnderstand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.
Financial Analyst, Financial Planning & Analysis Sophos LtdFinancial Analyst, Financial Planning & AnalysisNYRemote$78,000–$130,000 / yearSophos goes to market with a global partner ecosystem, including Managed Service Providers (MSPs), Managed Security Service Providers (MSSPs), resellers and distributors, marketplace integrations, and cyber risk partners, giving organizations the flexibility to choose trusted relationships when securing their business. Sophos offers industry-leading managed detection and response (MDR) alongside a comprehensive portfolio of cybersecurity technologies - including endpoint, network, email, and cloud security, extended detection and response (XDR), identity threat detection and response (ITDR), and next-gen SIEM.
Real Estate Valuation Analyst, Advisory Altus Group LimitedReal Estate Valuation Analyst, AdvisoryNew York, NY$45,000–$75,000 / yearAs our new Analyst, you will gain exposure to institutional-grade commercial real estate portfolios while supporting valuation consulting, appraisal review, appraisal management, financial due diligence, and investment managed services initiatives. You will contribute to valuation consulting, appraisal review, appraisal management, financial due diligence, and investment managed services assignments tied to institutional-grade commercial real estate portfolios across a variety of asset classes.
Global Advisory, Industrials, Associate, NY Rothschild & Co SCAGlobal Advisory, Industrials, Associate, NYNew York, NY$175,000–$225,000 / yearEducation and Qualifications Graduate of a top tier Business School or Analyst promote Demonstrated excellence in academic coursework Experience, Skills and Competencies Required The ideal candidate will have 3+ years of professional work experience with a minimum of 1-2 years within a top tier corporate finance adviser/investment bank with prior M&A execution experience Exceptional analytical, quantitative and communication skills Strong level of creativity and intellectual curiosity Strong interpersonal skills and ability to express ideas with impact Ability to work in a demanding environment while multi-tasking on time-sensitive projects Ability to analyze financial statements and related data to assess historical financial performance and determine the future outlook for client companies and prospects Strong financial modeling skills required; ability to build detailed, fully integrated financial models and financial projections in order to analyze the impact of proposed transaction options on the capital structure and cash flows Well organized and detail oriented with proven ability to work within tight time frames Team player, capable of working on cross-border deal teams. Our clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include automotive & mobility, building products & distribution, business services, engineered capital goods, industrial technology and logistics.
Healthcare Investment Banking, Vice President, NY, Global Advisory Rothschild & Co SCAHealthcare Investment Banking, Vice President, NY, Global AdvisoryNew York, NY$250,000–$275,000 / yearWe have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. Given the global nature of our firm and broad reach of our M&A practice, this role will involve working collaboratively with colleagues in the North American industry coverage teams and other colleagues globally on international / cross-border projects.
Svp, Centrally Managed Advisory Programs (Uma) LPL Financial ServicesSvp, Centrally Managed Advisory Programs (Uma)New York, NY$201,365–$335,677 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
New2027 Guggenheim Securities Investment Banking Summer Associate - New York Capital Structure Advisory (Restructuring) Guggenheim Partners LLC2027 Guggenheim Securities Investment Banking Summer Associate - New York Capital Structure Advisory (Restructuring)New York City, NYJob Description: Guggenheim Securities' Capital Structure Advisory Group is a leading advisor to companies, creditors, investors, shareholders, and other constituents, navigating complex financial situations and financial distress, including comprehensive balance sheet recapitalizations, liability management transactions facilitated via amendment, exchange and consent solicitation, chapter 11 restructurings, distressed financings and distressed M&A. Recent transactions include Lumen, MultiPlan (nka Claritev), Azul Brazilian Airlines, Rite Aid, Hawaiian Electric, Hertz, Family Dollar, and the FDIC regarding the resolutions of First Republic Bank and Silicon Valley Bank.
Associate, Investment Banking - Private Capital Advisory (LP-Led Secondaries) Moelis & CoAssociate, Investment Banking - Private Capital Advisory (LP-Led Secondaries)New York, NY$175,000–$225,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Perform portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; prepare marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
NewVice President - Chemicals Advisory Evercore IncVice President - Chemicals AdvisoryNew York, NYResponsibilities include, but are not limited to: Lead day-to-day execution of M&A and capital advisory transactions, including sellside and buyside M&A, activism and raid defense, divestitures, spin-offs, IPOs, equity and equity-linked capital raising, special committee engagements, debt and restructuring advisory, and the evaluation of strategic alternatives. Responsibilities for a Vice President include management and execution of live transactions, assistance with new business development, and fostering of client relationships, with a particular focus on managing analysts and associates, overseeing financial and valuation analysis, resolving complex financial and accounting issues, performing industry and competitive analysis, and preparing client presentation materials.
NewExperienced Analyst - Complex Situations M&A Advisory Evercore IncExperienced Analyst - Complex Situations M&A AdvisoryNew York, NY$120,000–$130,000 / yearThe team works on transactions across M&A, Capital Markets, and Corporate Finance, including (but not limited to): M&A: Spin-offs, Split-offs, Reverse Mergers, Carve-out M&A, Joint Ventures & Partnerships, Multi-stage Transactions & Transformations, and other uncommon M&A transactions. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure.
Director, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsDirector, Finance And Accounting Advisory ServicesGarden City, NY$168,800–$230,100 / yearArmanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.
Senior Manager, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsSenior Manager, Finance And Accounting Advisory ServicesGarden City, NY$140,000–$190,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.
Investment Banking Analyst II, Advisory - Digital Infrastructure Citizens Financial Group IncInvestment Banking Analyst II, Advisory - Digital InfrastructureNew York, NY$115,000–$120,000 / yearOur Analysts are based in the NYC Metro area and support Managing Directors, Directors, Vice Presidents and Associates as they develop and pitch/market new ideas to help corporate clients and financial sponsors achieve their financial and strategic objectives. 1+ years of direct experience with proven client interaction and Investment Banking, Leveraged Finance or Capital Markets experience; will look at strong accounting backgrounds (2-4 years) with Big 4 accounting firms.
Investment Banking Associate - Shareholder Engagement and Activism Advisory Jefferies Financial Group IncInvestment Banking Associate - Shareholder Engagement and Activism AdvisoryNew York, NY$175,000–$225,000 / yearOur Shareholder Engagement & Activism Advisory team advises corporate boards, management teams, and investors on matters involving shareholder relations, activism and hostile takeover preparedness and response, value creation initiatives, strategic transactions, and corporate governance. The Associate will play a critical role in advising public company clients on live activist campaigns, activist defense and hostile M&A preparedness programs, shareholder engagement strategies, investor sentiment analysis, strategic alternatives, governance matters and special situations.
Senior Analyst - Associate, Family Office Advisory (New York And San Francisco) ICONIQ CapitalSenior Analyst - Associate, Family Office Advisory (New York And San Francisco)New York, NY$110,000–$120,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Core Responsibilities for All Candidates: You will support clients across a wide range of family office, operational, and service needs, including: Acting as the point of contact for day-to-day client requests and ensuring a high touch, seamless experience.
Strategic Partnerships Lead, Accounting Advisory DualEntryStrategic Partnerships Lead, Accounting AdvisoryNew York City, New YorkCaelahn joined DualEntry to build the partnerships function from zero; inherited 323 partner conversations, defined our 4-channel taxonomy, and stood up the attribution and program infrastructure to activate and scale across all four channels in his first 8 weeks. You'll find leaders, colleagues who've competed at the highest levels of sport, performed on Broadway, trained with UFC champions and founded the country’s largest Python community - because that's what it takes to reinvent a $220B industry.