Senior Wealth Investment Advisor Wilmington TrustSenior Wealth Investment AdvisorNew York, New YorkBachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Real Estate Investment Banking, Associate, NY, Global Advisory RothschildReal Estate Investment Banking, Associate, NY, Global AdvisoryNew York, NY$175,000–$225,000 / 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.
Alternative Investments Business Transformation Business Analyst, Officer State Street CorpAlternative Investments Business Transformation Business Analyst, OfficerClifton, NJ$60,000–$101,250 / yearWe truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Investment Banking Analyst-VP | NY, Chicago, Boston Zensho AgencyInvestment Banking Analyst-VP | NY, Chicago, BostonNew York City, New YorkWith a strong track record and a lean, senior-heavy structure, Associates here get meaningfully more deal exposure and client access than in a comparable role at a larger institution. You will operate as a primary processor of transactions and proposals, partnering directly with senior bankers and client executives from origination through to close.
Industrials Investment Banking, Associate, NY, Global Advisory RothschildIndustrials Investment Banking, Associate, NY, Global AdvisoryNew York, NY$175,000–$225,000 / yearOperating as an integral part of our expansive global industrials franchise, our North American industrials team of 35 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 25 deals valued at over $35bn over the last two and a half years alone. 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.
Investment & Corporate Banking - Latin America Finance - Portfolio Management, Analyst Mizuho Financial groupInvestment & Corporate Banking - Latin America Finance - Portfolio Management, AnalystNew York, NY$80,000–$95,000 / yearU.S. Investment & Corporate Banking Portfolio Management is 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.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
PGIM Private Credit, Investments Sr Director (New York) PGIM Global High Yield FundPGIM Private Credit, Investments Sr Director (New York)New York, NY$175,000–$200,000 / yearWhat you will do: Lead a team responsible for originating, underwriting, and managing senior debt (IG/BIG), direct lending, mezzanine, and structured equity investments in the Northeastern region of the U.S. Originate new senior debt and junior capital investment opportunities, typically ranging in size from $20-300+ million, across a broad range of industries and transaction types. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
Senior Manager, BTM Investments Hannon Armstrong Sustainable Infrastructure Capital, Inc.Senior Manager, BTM InvestmentsNew York, NY$165,000–$220,000 / yearThe Senior Manager will be expected to lead core execution workstreams, own and review financial modeling, contribute to client interactions and negotiations, prepare internal investment materials, support market and business development efforts, and help mentor junior team members. This role is intended for an experienced deal professional who can execute multiple transactions through the full deal cycle as a key member of the deal team, either independently on certain transactions or with Director oversight on more complex opportunities.
Investment Banking Analyst - Financial Institutions Oppenheimer Holdings IncInvestment Banking Analyst - Financial InstitutionsNew York, NY$100,000–$110,000 / yearQualifications: At least 2 years of experience in investment banking, primarily Financial Institutions related Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player Organized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. 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.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
Alternative Investments Business Transformation Specialist, Senior Associate State Street CorporationAlternative Investments Business Transformation Specialist, Senior AssociateClifton, NJ$52,000–$94,120 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. This role will work closely with Alternative Investments technology, various internal and external stakeholders in a varied and challenging role.
NewCTI - Funding & Investments Lead Analyst - SVP Citigroup Inc.CTI - Funding & Investments Lead Analyst - SVPNew York, NY$176,720–$265,080 / yearThe Funding and Investments Lead Analyst will support CTI and drive the production needs and lead various workstreams related to investment of Citi's major liquidity portfolios and raise long term debt and capital as well as the return of capital to shareholders through a share repurchase program, in coordination with the Treasury Funding and investments team. Responsibilities: Be a Lead Analyst to assist manage Investment Securities Portfolio of both HQLA and Non-HQLA securities including SSAs, MBS, US Treasuries, Non-$ Government Securities, Credit and assist manage the firm's Interest Rate to improve returns in accordance with the Non-Trading Market Risk Management (NTMR) limit framework.
Alternative Investments Sales Strategy Analyst Bank of America CorpAlternative Investments Sales Strategy AnalystNew York, NY$97,500–$134,700 / yearSkills:Analytical ThinkingCustomer and Client FocusFinancial Forecasting and ModelingFinancial ManagementRisk ManagementCausation AnalysisClient ManagementMarket AnalysisPresentation SkillsRelationship BuildingData ManagementProject ManagementResult OrientationInternal employees who are currently working from home are still eligible to apply. Required Qualifications:2-4+ years' experience in financial services;Knowledge and/or experience in alternative investmentsHold or attain Series 7 and 66 licenses within 120 days of hireAbility to work under pressure, meet deadlines and meet clearly defined measurements.
2027 Investment Banking Summer Analyst Capital Structure Advisory, New York, NY Raymond James Financial Inc2027 Investment Banking Summer Analyst Capital Structure Advisory, New York, NYNew York, NY$60,405.80–$105,000 / yearSummer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
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.
New2027 Investment Banking Analyst - Healthcare Services & IT Piper Sandler Companies2027 Investment Banking Analyst - Healthcare Services & ITNew York, NYOur analysts work closely with senior bankers to make a real impact on our clients' businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our 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.
Financial Strategy Group (FSG) - Investment Banking Analyst Citigroup IncFinancial Strategy Group (FSG) - Investment Banking AnalystNew York, NY$110,000–$135,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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. We are a global team of bankers that works across all sectors advising investment banking clients on capital structure, credit ratings, capital allocation, and financial policy.
Analyst, Investment Banking - Private Capital Advisory (GP-Led Secondaries) Moelis & CoAnalyst, Investment Banking - Private Capital Advisory (GP-Led Secondaries)New York, NY$110,000–$135,000 / 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: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Senior Developer I - Equities Investment Technology Neuberger BermanSenior Developer I - Equities Investment TechnologyNew York, NY$130,000–$170,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Familiarity with portfolio management workflows (e.g., idea generation, research management, PM workflows, portfolio construction, performance & attribution, risk, compliance) and how data flows across them.