881 Results for

Financial Planning Jobs in Huntington, NY

Jobs

Private Markets Manager Due Diligence Analyst Rockefeller Capital Management

New York, New York

$100,000–$115,000 / year
Full time

Position: The Manager Due Diligence team is responsible for sourcing, evaluating, and monitoring investment managers and strategies across a broad range of asset classes and vehicles, including separately managed accounts, mutual funds, exchange-traded funds, interval and tender offer funds, and various semi-liquid and illiquid private funds. The Private Markets Due Diligence Analyst will provide comprehensive and objective assessments of funds focused on private investments, including conducting qualitative and quantitative analysis, developing market insights, and providing guidance to support the Firm’s advisors and clients.

11 days ago

Insurance Portfolio Optimization & Construction KKR & Co. Inc.

New York, NY

$110,000–$130,000 / year

KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. This role works at the intersection of quantitative finance and insurance, supporting portfolio construction for reinsurance blocks and retail insurance products while collaborating with actuarial, risk, and investment teams.

30+ days ago

Managing Director, Integrated Media Investment Crossmedia Inc

New York, New York

$195,000–$235,000 / year

As a champion of media investment, the Managing Director, Integrated Investment lead is responsible for a book of business as it relates to investments across Video/CTV, Local TV/Audio, OOH/Print, Display, Native, Social, Search, and Programmatic — managing multiple client sets simultaneously, deputizing for the Head of Investment where needed, and acting as the central point of contact for all Centers of Excellence (CoEs) within OneMarketplace. Reporting to the Head of Investment, this role serves as a key member of the Investment Leadership Team, providing strategic leadership across media investment, client partnerships, talent development, operational excellence, and agency-wide initiatives.

30+ days ago

Analyst- Consumer and Retail Investment Banking BGC Group Inc

New York, NY

$100,000–$125,000 / year

As an integral part of our team, the Investment Banking Analyst will support strategic advisory and capital markets transactions for Consumer & Retail clients. With a focus on long-term value creation, our private partnership model provides a dynamic and collaborative environment for professional growth and client exposure.

30+ days ago

Vice President, Investment Adviser Compliance (JD required) Ares Operations

New York, New York

$250,000–$300,000 / year

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Under the leadership of the Chief Compliance and Regulatory Officer, the Compliance and Regulatory functions are comprised of teams that operate collaboratively with a global focus, including Regulatory, which oversees global regulatory matters relating to the Investment Advisers Act of 1940, Investment Company Act of 1940 and other regulatory regimes.

11 days ago

25522-Director, Addressable Investment Enablement, Investment Operations Mediabrands Worldwide Inc

New York, NY

$150,000–$160,000 / year

Powered by the Omni marketing orchestration system, OMG connects best-in-class capabilities that enable our full-service media agencies OMD, PHD, Hearts & Science, Initiative, Mediahub, UM, and our specialty business unit agencies to deliver more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the more than 24,000 people serving the world's leading brands in OMG agencies around the globe. The Director will work closely with Agency Enablement leaders (supporting OMD, PHD, Hearts & Science, Initiative, Mediahub, and UM), Data Operations, Marketplace Strategy, and partner teams to create investment activation consistency across the portfolio.

11 days ago

Analyst - Private Equity, Fund Accounting / Princeton, NJ OR Wilmington, DE BlackRock

Princeton, New Jersey

We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. BlackRock and HPS have formed a new private financing solutions business unit (“PFS”) led by Scott Kapnick, Scot French, and Michael Patterson, creating an integrated franchise with approximately $370 billion in client assets, including $205 billion of private credit assets.

16 days ago

Senior Associate, Investment OMNUS OMnet

New York, New York

Through 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. Working at the intersection of media and finance, OMnet operates as a Strategic Business Unit (SBU) within Omnicom Media Group, specializing in principal-based media buying and investments.

30+ days ago

2026 Fall Virtual Sophomore Program: Investment Banking Bootcamp for 2028 Summer Analyst Opportunities Raymond James Financial Inc

New York, NY

$35,568–$105,000 / year

Successful Summer Analysts demonstrate strong analytical and problem-solving skills, attention to detail, intellectual curiosity, effective written and verbal communication, and the ability to manage multiple priorities in a fast-paced, team-oriented environment. During the internship, Summer Analysts gain hands-on transaction experience across financial products and advisory assignments that may include public and private debt and equity financings, mergers and acquisitions, and other strategic advisory engagements.

4 days ago

Analyst, Alternatives Manager Research Wilshire

New York, NY

$70,000–$78,000 / year

Today we are approximately 45 professionals in alternatives research working in four locations: Santa Monica (Western US), Pittsburgh (Eastern US), Amsterdam (Europe), and Hong Kong (Asia/Pacific). Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

30+ days ago

Analyst, Asset Management Real Estate Galvanize

New York, NY

$100,000–$125,000 / year

Collaborate with other members of the team, including the Sustainability and Science and Tech teams, to achieve overall objectives, including the successful implementation of the sustainability framework across the portfolio to achieve KPIs . Working closely with senior leadership, property managers, and external service providers, the Analyst will help execute investment business plans that integrate financial and sustainability objectives.

14 days ago

Associate, Corporate and Investment Banking Business Unit Risk and Control Mitsubishi UFJ Financial Group

New York, New York

This offers an excellent opportunity to develop a deep understanding of wholesale lending, investment banking, and transaction banking products while gaining exposure to enterprise-wide risk governance, regulatory change management, control effectiveness, and emerging risk monitoring. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.

23 days ago

US Credit Solutions Group (Private Credit/Direct Lending), Associate/Analyst KKR & Co. Inc.

New York, NY

$150,000–$175,000 / year

KKR's Credit Solutions team sits within the firm's Credit & Markets platform and combines principal credit investing with capital markets capabilities to deliver tailored financing solutions to upper middle market and large companies across a broad range of industries. The team manages $135Bn of assets under management within its private credit strategy and invests primarily in senior secured unitranche loans as well as flexibly across other parts of the capital structure, including junior capital, mezzanine, and preferred equity.

30+ days ago

Senior Analyst - Portfolio Management Clarion Partners

New York, New York

$95,000–$110,000 / year

Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio, including market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks.

18 days ago

Portfolio Accounting Support Analyst Daley and Associates

New York, NY

Remote

$90,000–$100,000 / year

The individual will support the portfolio accounting platform, troubleshoot operational and data-related issues, maintain security master data, and serve as a key resource for investment operations and trading teams. 3+ years of experience in investment operations, portfolio accounting, settlements, fund accounting, or a related investment management environment.

30+ days ago

Senior Business Analyst Schonfeld Strategic Advisors LLC

New York, NY

$150,000–$180,000 / year

Demonstrated program and business leadership experience with a track record of successfully driving large-scale initiatives and build consensus among senior cross-functional stakeholders with your excellent organizational, communication and project management skills. Our ideal candidate will bring strong knowledge of the asset management and investment lifecycle, combined with the analytical, communication and problem-solving skills to define future-state business solutions and influence senior stakeholders.

4 days ago

Investment Management Counsel Jobot

New York, NY

$300,000–$475,000 / year
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2 days ago

Investment Banking Associate M&A Media Prospect Rock Partners

New York, New York

$175,000–$225,000 / year

Bachelor'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.

30+ days ago

Investment Associate, US Municipal Finance, Community Investments, Renewables Royal Bank of Canada

New York, NY

$140,000–$150,000 / year

Perform due diligence of investment opportunities under the guidance of senior RETC personnel, including but not limited to KYC procedures, reviewing tax equity documents, attending site visits (as assigned), and analyzing the detailed third party reports typically associated with investments of this type (insurance reports, independent engineering studies, appraisals). Role ensures new deal structuring and pricing, business and credit approval of transactions, closing execution and ongoing financial modeling support post-closing of RBC's investments in and syndication of renewable energy tax credit transactions.

9 days ago

Senior Investment Accountant Kforce Inc.

Short Hills, NJ

$110,000–$120,000

This position will be responsible for analyzing and reconciling investment-related accounts, supporting the monthly close, preparing journal entries and financial reporting, and ensuring compliance with applicable GAAP and statutory accounting requirements. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

8 days ago

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Financial Planning Jobs in Huntington, NY

Private Markets Manager Due Diligence Analyst Rockefeller Capital Management

Insurance Portfolio Optimization & Construction KKR & Co. Inc.

Managing Director, Integrated Media Investment Crossmedia Inc

Analyst- Consumer and Retail Investment Banking BGC Group Inc

Vice President, Investment Adviser Compliance (JD required) Ares Operations

25522-Director, Addressable Investment Enablement, Investment Operations Mediabrands Worldwide Inc

Analyst - Private Equity, Fund Accounting / Princeton, NJ OR Wilmington, DE BlackRock

Senior Associate, Investment OMNUS OMnet

2026 Fall Virtual Sophomore Program: Investment Banking Bootcamp for 2028 Summer Analyst Opportunities Raymond James Financial Inc

Analyst, Alternatives Manager Research Wilshire

Analyst, Asset Management Real Estate Galvanize

Associate, Corporate and Investment Banking Business Unit Risk and Control Mitsubishi UFJ Financial Group

US Credit Solutions Group (Private Credit/Direct Lending), Associate/Analyst KKR & Co. Inc.

Senior Analyst - Portfolio Management Clarion Partners

Portfolio Accounting Support Analyst Daley and Associates

Senior Business Analyst Schonfeld Strategic Advisors LLC

Investment Management Counsel Jobot

Investment Banking Associate M&A Media Prospect Rock Partners

Investment Associate, US Municipal Finance, Community Investments, Renewables Royal Bank of Canada

Senior Investment Accountant Kforce Inc.

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