Vice President, Financial Instruments & Technology Kroll, LLCVice President, Financial Instruments & TechnologyNew York, NYFull timeMinimum 4 years of relevant work experience, which includes constructing and reviewing valuation models and other financial models including: DCF & market approaches, and other structured investment and whole loan models (Fewer years of relevant experience will be considered for candidates with higher academic qualifications, such as a PhD or a second Master's degree). Kroll's Financial Instruments and Technology practice is a leading valuation and advisory solutions provider for range of clientele, which includes asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, and investment firms.
Associate, Portfolio Valuation And Fund Advisory Services - Multiple Locations Houlihan LokeyAssociate, Portfolio Valuation And Fund Advisory Services - Multiple LocationsDallas, TX$100,000–$160,000 / yearYour primary activities will include valuing debt, equity and structured securities; presenting analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients and to fiduciaries; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with client personnel; assisting with sales and marketing initiatives; and directing the efforts of financial analysts. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Analyst/Associate, Board Advisory & Opinions - Atlanta Houlihan LokeyAnalyst/Associate, Board Advisory & Opinions - AtlantaAtlanta, Georgia$100,000–$170,000 / yearFinancial Analysts support engagements and new business development by: Analyzing and explaining historical and projected financial information; Performing business and financial due diligence; Conducting industry and sub-sector research; Valuing companies, businesses and securities; Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities); Assisting with the preparation of board/special committee presentations supporting advice and opinions; Participating in pitches and business development initiatives; and. Associates support engagements and new business development by: Analyzing and explaining historical and projected financial information; Performing business and financial due diligence; Valuing companies, businesses, and securities; Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities); Preparing board/special committee presentations supporting advice and opinions; Helping pitch engagements and participating in business development initiatives; and.
Vice President, Transaction Advisory Services (Fdd) - Multiple Locations Houlihan LokeyVice President, Transaction Advisory Services (Fdd) - Multiple LocationsHouston, TX$160,000–$210,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses.
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations Houlihan LokeyAssociate, Portfolio Valuation and Fund Advisory Services – Multiple LocationsAtlanta, Georgia$100,000–$160,000 / yearYour primary activities will include valuing debt, equity and structured securities; presenting analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients and to fiduciaries; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with client personnel; assisting with sales and marketing initiatives; and directing the efforts of financial analysts. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Vice President, Transaction Advisory Services (FDD) - Multiple Locations Houlihan LokeyVice President, Transaction Advisory Services (FDD) - Multiple LocationsAtlanta, New York$160,000–$210,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses.
Financial Advisory Associate Armory Group, LLCFinancial Advisory AssociateChicago, ILWhile we regularly work with healthy or growing companies, what makes us relatively unique from other middle market investment banks is our reputation as one of the pre-eminent financial advisors for middle-market companies navigating complex situations or facing unique financial challenges, including raising rescue or turnaround capital for those operating in cyclical industries, undergoing turnaround or experiencing one-time events impacting performance. As a result of our work, we have been recognized with many national “deal of the year” awards from top industry organizations including M&A Advisor, with the 2021, 2022, 2024 and 2025 Turnaround Refinancing of the Year in the $100 million to $1 billion category and 2022 Boutique Investment Bank of the Year.
Managing Director, Compliance Advisory Matrix GlobalManaging Director, Compliance AdvisoryRemoteWith deep expertise across both the private and public sectors—spanning Finance, Telecom, Healthcare, Hi‑Tech, Education, Defense, and Security —Matrix serves a strong customer base in Israel alongside a continuously expanding global client portfolio. The successful candidate will bring deep subject‑matter expertise, a proven track record of leading large‑scale, complex programs, and established executive relationships within the financial services industry.
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.
Vice President, Board Advisory & Opinions, Energy & Infrastructure - Houston Houlihan LokeyVice President, Board Advisory & Opinions, Energy & Infrastructure - HoustonHouston, Texas$180,000–$200,000 / yearVice Presidents support engagements and new business development by: Acting as a project manager on multiple simultaneous client projects; Analyzing and explaining historical and projected financial information; Performing business and financial due diligence; Valuing companies, businesses and securities; Directing our Associates and Financial Analysts in the construction of complex financial models, financial analyses and client presentations; Preparing board/special committee presentations supporting advice and opinions in close collaboration with our Corporate Finance team and other industry experts across the firm; Helping pitch engagements and participating in business development initiatives; Advising financial sponsors on conflict transactions, including continuation vehicles and cross-fund transactions; Playing a key role in continuing to build our Energy & Infrastructure Financial and Valuation Advisory coverage team; and. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Business Services Investment Banking, Associate, NY, Global Advisory Rothschild & Co SCABusiness Services Investment Banking, Associate, NY, Global AdvisoryNew York, NY$175,000–$200,000 / 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. Execute live deals in and across multiple verticals and sub-industries within Business Services which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory.
Internal Audit & Risk Advisory Senior Consultant - Insurance Baker Tilly Advisory Group, LPInternal Audit & Risk Advisory Senior Consultant - InsuranceMinneapolis, MinnesotaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Fiscal Operations Advisory - User Fees - Manager Baker Tilly Advisory Group, LPFiscal Operations Advisory - User Fees - ManagerChicago, IllinoisBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager, Accounting Advisory Services KPMG International CooperativeManager, Accounting Advisory ServicesNew York, NY$131,005–$251,965 / yearAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings and other acquisition filings for both domestic and cross-border transactions. Give transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.
Tax & Bookkeeping Specialist (Advisory Firm) Tax Brilliance AdvisorsTax & Bookkeeping Specialist (Advisory Firm)Hamilton Township, NJRemoteTax Brilliance is a premium tax strategy and advisory firm helping business owners and high-income individuals legally reduce their tax liability and build long-term wealth. This role is responsible for maintaining accurate books, preparing and organizing tax data, and ensuring our advisory team has clean, reliable financial information to work from.
NewManager, Advisory Leadership Team Focus Partners WealthManager, Advisory Leadership TeamWest Hartford, Connecticut$145,000–$165,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Manager - Business Advisory Solutions (52008) Citrin Cooperman & Company LLPManager - Business Advisory Solutions (52008)Braintree, MAWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client management.
Capital Markets Accounting Advisory Director RSMCapital Markets Accounting Advisory DirectorHouston, TexasIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Global Advisory Business Application Support Analyst, NY Rothschild & Co SCAGlobal Advisory Business Application Support Analyst, NYNew York, NY$70,000–$85,000 / yearBeyond reactive support, the role is a CRM subject-matter expert - guiding users on workflows and best practice, driving adoption through onboarding and ad hoc training, and identifying recurring issues to improve data quality, documentation, and service delivery. o Serve as the primary regional point of contact for the newly rolled out DealCloud CRM and related Global Advisory business application platforms, guiding users through core workflows and resolving issues to keep records accurate and complete.
Director, Advisory Leadership Team Focus Partners WealthDirector, Advisory Leadership TeamChicago, IllinoisBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences.