852 Results for

Investment Consultant Jobs in Cooper, NY

Jobs

New York, NY10 days ago

$131,997–$131,997 Per Year
Full-time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

New York, NY13 days ago

occupation: working in fin'l services or prof'l consulting firm; engaging w/clients to identify & anlyz strategic issues, & dvlpg hypotheses & frameworks for industry problems incl cost optimization, mrkt penetration, organic growth, & M&A. Utilize expert knowledge in wealth mgmt, incl but not limited to fin'l planning, goals-based planning, investment mgmt, products, practice mgmt, operations, tech & overall mrkt trends.

Huntington Station, NY9 days ago

$49,686–$78,078 Per Year

p>BRIEF POSITION SUMMARY:

Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). KPS role is required to build key customer relationships, identify business opportunities within Public Sector Vertical, negotiates and closes business deals and maintain extensive knowledge of current market conditions.

New York, NY30+ days ago

$52,000–$63,500 Per Year

Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.

NJ30+ days ago

p>Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf.

New York, NY30+ days ago

$88,000–$176,000 Per Year

This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

NY30+ days ago

$102,000–$228,000 Per Year

In this role, youll make an impact in the following ways:

Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.

NY30+ days ago

$162,000–$324,000 Per Year

p>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

16 days ago

Remote

$85,700–$114,400 Per Year

p>This role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices.

Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory.

NJ30 days ago

$37,000–$61,750 Per Year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

New York, NY30+ days ago

$125,000–$215,000 Per Year

Their contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live".

Inclusion, Diversity, and Social Responsibility: We truly believe our employees diverse backgrounds, experience and perspective 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.

New York, NY20 days ago

$73–$87 Per Hour

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The Opportunity

Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.

The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills.

NY27 days ago

$99,800–$131,000 Per Year

You'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.

NY30+ days ago

$109,300–$182,100 Per Year

p>Capital Markets, Institutional Broker-Dealer, Investment Banking, FOREX, Derivatives and CFTC compliance and operational risk oversight experience preferred Proven track record in risk assessment and control oversight (including significant experience in identifying regulatory compliance and operational risks, control issues, implementing corrective actions and best practices).

Analyze and stay current on rules and regulations applicable to the use and sale of Capital Markets, Commercial Banking, Institutional Broker-Dealer, Investment Banking, FOREX, and Derivatives products and services Evaluate and provide guidance with other stakeholders on new and evolving business products and services from a fiduciary and regulatory compliance risk perspective.

NY21 days ago

$128,000–$252,500 Per Year

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

Stamford, CT23 days ago

$118,700–$218,600 Per Year

Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

NY23 days ago

$119,000–$218,300 Per Year

p>As a Senior Consultant, you will have opportunities to:

Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring).
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

NY30+ days ago

$175,000–$200,000 Per Year

p>Getting Voya IM's best capabilities in front of consultants, moving such capabilities through the various stages of the manager research process at each consulting firm, gaining positive ratings for inclusion in consultant-influenced searches and, critically, securing investor allocations are key to how the chosen professional will be measured and compensated.

In addition to a deep and broad set of substantive professional business relationships, this individual will need to have extensive knowledge of the investment business and related investment products, as well as an understanding of how to address the distinct needs of investment consultants and their clients.

NY26 days ago

$160,000–$190,000 Per Year

The Alternatives team, as part of AXIS's Investments team, manages a diversified portfolio of external fund investments and co-investments across private equity, private credit, real assets, and other alternative strategies. We foster an ethical, entrepreneurial, disciplined, and inclusive culture that prioritizes outstanding client service, intelligent risk-taking, and long-term value creation for our shareholders.

NY30+ days ago

$150,155–$240,248 Per Year

li>You have 25 years of experience in credit research, investment banking, buyside/sell-side research or a related field (experience covering emerging markets and/or investment grade corporate credit is preferred).

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capitals annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

New!

New York, NY6 days ago

$1,000–$10,000

We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets.

Initio Sphere is onboarding Strategic Investment Scouts to identify, originate, and introduce qualified investment opportunities to our investor and fund manager network.

New!

New York, NY6 days ago

$1,000–$10,000

We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals.

New!

New York, NY6 days ago

$1,000–$10,000

p>This role is ideal for professionals already well-connected to deal flow, including operators, brokers, intermediaries, advisors, and networked professionals.

Initio Sphere is onboarding Investment Opportunity Scouts to identify, originate, and introduce qualified investment opportunities to our network of investors and fund managers.

New York, NY13 days ago

$1,000–$10,000

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading investments, scaling operational functions, or executing complex capital transactions. Investment Operations Mentors are a key tier of our ecosystem—providing high-touch operational and strategic guidance to fund managers, deal sponsors, and analysts while benefiting from earning opportunities and enhanced credibility across our network.

New York, NY13 days ago

$1,000–$10,000

Ideal candidates are professionals already close to deal flow or with access to unique market intelligence, including operators, brokers, intermediaries, advisors, and research-focused professionals. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets.

New!

New York, NY6 days ago

$1,000–$10,000

We connect fund managers, investors, and operators with curated deal flow, institutional-grade analyst support, and execution infrastructure across private markets. Initio Sphere is built for professionals who want real exposure, real upside, and a verifiable deal track record inside a serious capital network.

New York, NY13 days ago

$1,000–$10,000

We connect fund managers, investors, and operators with a consistent pipeline of high-quality, pre-qualified investment opportunities, supported by analyst resources and institutional infrastructure across the private markets. Initio Sphere is onboarding Investment Pipeline Analysts to identify, qualify, and advance investment opportunities through the front end of the private markets deal pipeline.

New York, NY13 days ago

$200–$500

Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.

NY30+ days ago

$90,000–$120,000 Per Year

Company Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.

New!

New York, NY3 days ago

p>More specifically, you will collaborate with and help support deal team members on aspects of new platform investments, add-on investments, divestitures and related financings, including but not limited to the following:

Taking a role in processing new investment opportunities, ranging from market assessment, to competitive positioning, to initial underwriting and deal structuring;
Working on diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors;
Building robust flexible financial models to support deal underwriting and deal structuring efforts;
Performing ad-hoc analysis to support transaction negotiations; and. Successful candidates will have:
- 2 - 3 years of investment banking or private equity investing experience or 3 - 5 years of experience at industry companies or consultants in target GIP sectors (energy, transportation, digital, and/or water and waste);
- Bachelor's degree with strong GPA from a leading university;
- Passion for investing, particularly in infrastructure;
- Previous experience and interest in the power, renewables, utilities and energy sector is a plus.

NY30+ days ago

$125,000–$175,000 Per Year

The position requires advanced financial modeling expertise to deliver actionable insights that guide valuations and deal structuring, along with deep knowledge of the biotech and life sciences industry to provide sector-specific insights. Key responsibilities include: leading transaction execution across equity and debt financings, M&A advisory, recapitalizations, and restructurings, serving as the central coordinator among clients, internal teams, and external advisors.

New!

New York, NY6 days ago

$200–$500

Senior Investment Advisors are a critical tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and elevated credibility across the network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of executing capital transactions or leading investment initiatives.

New!

New York, NY6 days ago

$200–$500

p>Investment Guidance Specialists are a critical tier of our ecosystem—providing high-touch strategic and operational guidance to sponsors, funds, and investors while benefiting from earning opportunities and enhanced credibility across the network.

Once approved, Investment Guidance Specialists:

Advise fund managers and deal sponsors on investment strategy, fund formation, capital raising, and operational planning.

New!

New York, NY6 days ago

$200–$500

p>Fund & Investment Mentors are a critical advisory tier—providing strategic guidance and mentorship to sponsors, funds, and investors, while benefiting from earning opportunities and enhanced credibility within the ecosystem.

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading capital transactions, scaling funds, or advising investment strategies.

New!

New York, NY6 days ago

$200–$500

p>The Investment Advisory Council is a premier tier of our ecosystem, providing strategic, high-level guidance to sponsors, funds, and investors while enabling members to monetize their expertise and build verified credibility across the network.

Initio Sphere is inviting experienced private capital professionals to join the Investment Advisory Council, offering strategic guidance on fund formation, capital deployment, portfolio oversight, and investment execution.

New!

New York, NY6 days ago

$200–$500

p>Private Capital Mentors are a vital tier of our ecosystem—providing strategic, high-touch mentorship to sponsors, funds, and investors while earning opportunities and enhancing credibility across the network.

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.

New!

New York, NY6 days ago

$1,000–$10,000

p>This role is ideal for professionals with strong relationship management, networking, and capital-introduction experience, including intermediaries, advisors, operators, and consultants.

Initio Sphere is onboarding Investment Connectivity Analysts to facilitate connections between investors, capital partners, and live investment opportunities.

New York, NY30+ days ago

$140,000–$200,000 Per Year

Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO spaceEnsure the smooth functioning of administrative and operational activities, including those involving trading and reportingPartner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assetsIn collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertiseKnowledge and skills:6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity. Responsibilities:Build and manage multi-asset class investment models for OCIO's UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasksWork closely with Technology and cross-functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements.

New York City, NY24 days ago

$100,000–$125,000 Per Year

Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

portfolio management responsibilities, our team also leads the execution of strategic transactions,

including take-private acquisitions, capital markets transactions, and strategic sale of asset portfolios.

NY30+ days ago

$175,000–$265,000 Per Year

Our 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 whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

NY30+ days ago

$170,000–$190,000 Per Year

p>Requirements & Qualifications: Must have 3+ years of Investment Banking or Equity Research experience An undergraduate degree in finance or economics Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Proficiency in Excel and PowerPoint Familiarity with Capital IQ, Pitchbook, and Bloomberg Ability to work well in teams Excellent analytical, modeling, and interpersonal skills Solid work ethic and superior attention to detail CFA is highly preferred. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

New Jersey, NJ30+ days ago

p>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices.

• Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).

Stamford, CT30+ days ago

$120,000–$202,500 Per Year

Ensure portfolios are managed in line with stated investment objectives, risk guidelines, benchmarks, client‑specific constraints, and applicable regulatory requirements, including 40 Act and RIC guidelines where relevant. Strong written, verbal, and presentation communication skills, with the ability to clearly articulate portfolio positioning, performance drivers, and investment rationale to internal stakeholders, clients, and consultants.

NY30+ days ago

$120,000–$210,000 Per Year

p>As a Senior National Account Manager, you will:

Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives).
Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.

New York, New York30+ days ago

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Investment Consultant Jobs in Cooper, NY

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Investment Consultant Jobs in Cooper, NY

Financial software Consultant Quantifi Inc.

Principal Consultant The Capital Markets Company

Sls Consultant, Public Sector Key Account MSC

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