Internal Investment Consultant - BNY Investments The Bank of New York Mellon CorpInternal Investment Consultant - BNY InvestmentsNew York, NY$52,000–$63,500 / yearThrough 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.
NewPrivate Wealth Management Investment Consultant Morgan StanleyPrivate Wealth Management Investment ConsultantMorristown, NJ$68,000–$120,000 / yearOur 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 what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team's clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantNew York, NY$88,000–$176,000 / yearThis 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.
Senior Associate Investment Solutions Consultant New York Life Insurance CoSenior Associate Investment Solutions ConsultantRemote$85,700–$114,400 / yearp>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.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantNY$162,000–$324,000 / yearp>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.
Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Quantitative Product ConsultantNY$99,800–$131,000 / yearYou'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.
Senior Analyst, Alternative Investments Axis Capital HoldingsSenior Analyst, Alternative InvestmentsNew York, NY$160,000–$200,000 / yearThe 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.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingNY$90,000–$120,000 / yearCompany 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.
Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
Asset Management -Investment Specialist, Private Markets - Managing Director JPMorgan Chase Bank, N.A.Asset Management -Investment Specialist, Private Markets - Managing DirectorNew York, NYFull timeMorgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with significant growth opportunities in the U.S. market. You will partner with direct investment team investment specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy.
SVP Consultant Relations Voya Financial IncSVP Consultant RelationsNY$175,000–$200,000 / yearp>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.
Vice President, Consultant Relations Cohen & Steers IncVice President, Consultant RelationsNY$200,000–$225,000 / yearMinimum Requirements: Bachelors degree from an accredited college 10+ years of related institutional asset management experience with direct experience in covering investment consultants Proven track record of success in actively marketing the institutional consultant community to drive new strategy approvals and assets Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire CFA, CAIA or other professional qualifications preferred Willingness and able to travel Ability to translate complex investment concepts for consultant audiences Excellent relationship management & communication skills Highly collaborative with the ability to influence across investment and other internal teams Able to prioritize and multi-task in deadline driven environment Deep understanding of the institutional asset management business Strong knowledge of consultant research and ratings processes Knowledge of broader investment market, with preference to real estate and real assets Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. The role is focused on driving the firm's visibility, growing consultant research ratings, engaging with senior field consultants, OCIO and other firm influencers to ultimately raise capital through this critical institutional channel.
VP, Sr. Financial Consultant Millburn, NJ The Charles Schwab CorpVP, Sr. Financial Consultant Millburn, NJMillburn, NJOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
VP, Consultant Relations, Jefferies Asset Management Jefferies Financial Group IncVP, Consultant Relations, Jefferies Asset ManagementNY$175,000–$200,000 / yearHe/she will lead presentations to prospective investors independently and/or with senior JefAM distribution team members, in the U.S. With a thorough understanding of the marketplace and competitive landscape, he/she will effectively advocate for the firm articulating JefAM's market position, competitive advantages, and value proposition to existing and prospective investors. A minimum of 7 years of relevant experience and 10-15 years of overall industry experience is required, including much of that experience in an outward-facing role initiating relationships and raising capital from institutional investors with an established investment management firm that has meaningful exposure to alternative asset classes.
Vice President, Wealth Management DCIO/Retirement Consultant - West Region Cohen & Steers IncVice President, Wealth Management DCIO/Retirement Consultant - West RegionNY$160,000–$170,000 / yearli>In conjunction with Retirement leadership, National Accounts and Wealth Management sales teams, coordinate activities with, plan advisors, recordkeepers and key distribution partners to support activities designed to increase use of Cohen & Steers investment products and asset classes in defined contribution plans. The Consultant will be the primary point of contact for the financial advisors at RIAs and broker-dealers in their territories, providing detailed product information, managing the process to respond to any requests for information about CNS products, and providing strategic information including investment trends, CNS thought leadership, and other items identified as important to the analysts.
Financial Consultant Popular IncFinancial ConsultantNew York, NY$62,400–$64,350 / yearIn this position, you will: • Evaluate customers relative to financial needs, current holdings, and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. • Pro-actively seek information from prospects and clients to understand possible changing situations, needs, and desired benefits and evaluate product or service alternatives.
Deal Origination Consultant Initio CapitalDeal Origination ConsultantNew York, NY$1,000–$10,000p>Initio Sphere is onboarding Deal Origination Consultants to identify, originate, and introduce high-quality investment opportunities to our investor and fund manager network. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantHackensack, NJ$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Consultant - Stamford, CT FidelityFinancial Consultant - Stamford, CTStamford, ConnecticutSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Greenwich, CT FidelityFinancial Consultant - Greenwich, CTGreenwich, ConnecticutRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Roslyn, NY FidelityFinancial Consultant - Roslyn, NYRoslyn, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Wall Street, NY FidelityFinancial Consultant - Wall Street, NYPlainview, New YorkRemotep/>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)NJServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Financial Consultant Flagstar Bank NAFinancial ConsultantSayreville, NJIndirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
Director, Consultant Relations Invesco LtdDirector, Consultant RelationsNY$200,000–$225,000 / yearThe role: Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance GroupFinancial Consultant, Personal Lines FP&A - RemoteNJRemote$129,825–$144,250 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
Managing Director, Institutional Business Development & Consultant Relations Virtus Investment Partners IncManaging Director, Institutional Business Development & Consultant RelationsNY$200,000–$225,000 / yearAs part of Virtus's multi‑boutique asset management platform, the team represents a broad suite of differentiated investment strategies across equities, fixed income, alternatives, and outcome‑oriented solutions, working closely with affiliated investment managers to deliver specialized capabilities aligned to client needs. Partner with Institutional Sales leadership to execute a strategic plan for institutional AUM growth driven primarily through consultants and other key Centers of Influence (COIs), including trustees and plan staff, while selectively supporting direct institutional opportunities when they arise outside consultant‑led processes.
Financial Consultant I MetLife IncFinancial Consultant INY$55,000–$75,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n nn n n n n n n n n n nn n n nn n Financial Consultant I - United States, Financial Consultant I - 16899 - MetLifen n nnnn nnn n n n nn nn n n Skip to content nnnn
Director, Relationship Management - Consultant Relations S&P Global IncDirector, Relationship Management - Consultant RelationsNew York, NY$120,000–$240,000 / yearPartner cross-functionally and collaborate broadly with institutional sales teams (Asset Owner, DC, Asset Manager), Product Management, Index Investment Strategy, Client Services, and Marketing to align themes, messaging, and execution for investment consultants. What We're Looking For: Basic Required Qualifications: An S&P Global employee at this level would typically have 12-15+ years of experience in institutional relationship management, business development, or client leadership within asset management, index/data providers, or related financial services, with a proven track record of measurable commercial impact.
Institutional Business Development Professional Brown Brothers Harriman & CoInstitutional Business Development ProfessionalNew York, NY$110,000–$160,000 / yearQualifications: 10+ years of institutional sales success across fixed income and equity solutions with a variety of product vehicles (SMA + CIT + 40-Act Registered Fund); Equally facile developing new client relationships across the direct institutional channels, as well as through their investment consultants; A business owner mentality, who possesses an entrepreneurial drive, competitive spirit and passion to build an institutional practice; Thrives in a highly collaborative, client-centric, boutique environment; Proven and recurring achievement in exceeding sales goals through market cycles, across asset classes and investment solutions, and within institutional and consultant channels; Keen understanding of, and has driven sales success within, institutional defined benefit, insurance and not-for-profit channels, and with their consultants; Credibly, thoughtfully and personally committed to the BBH investment philosophy and style; Ability to foster strong internal partnerships with BBH investment teams, relationship managers, sales colleagues and marketing support. Able to work with people of all levels; Hungry and eager to develop new business, asks the right questions and pursues the win; Confident, but humble, in collaborative interactions with team members and clients; Has ability to work effectively independently; a nimble self-starter who relishes in 'rolling up their sleeves' and who is accustomed to limited resources; Is an articulate communicator who comfortably interacts with clients, prospects and consultants; Willingness and ability to travel frequently; Bachelor's degree required; advanced degree and/or a CFA designation preferred.
Vice President, Private Credit-Manager Research Nomura Holdings IncVice President, Private Credit-Manager ResearchNY$200,000–$250,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). • Continuously evaluate existing portfolio exposures (across fund investments and co-investments) by tracking key exposures, risk factors, and having regular dialogue with fund managers and industry participants.
Trust Accountant The Salvation Army USATrust AccountantWest Nyack, NYInvestments• Perform daily, monthly, quarterly, and/or annual preparation/reconciliations of key reports, including but not limited to portfolio reconciliation, investment earnings reallocation, rate of return analysis, investment and rollforward schedules, investment consultant performance analysis and investment manager fee calculations. We are the largest non-governmental provider of social services in America and every year, we help over 30 million Americans overcome poverty, homelessness, addiction, economic hardships, loneliness, and exploitation through a wide range of programs and services.
Wealth Advisor (Morristown, NJ) Mercer AdvisorsWealth Advisor (Morristown, NJ)Morristown, New JerseyAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Fund Advisory Associate Career Launch AIFund Advisory AssociateNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset manager, private equity firm, hedge fund, fund-of-funds, investment consultant, or advisory firm), fund strategy (public markets, private markets, alternatives), and client segment (institutional, family office, endowment, or high-net-worth). Fund Advisory Associates support senior advisors, portfolio managers, and investment committees by conducting fund research, performance analysis, and portfolio monitoring across a range of investment strategies.
Associate, Private Credit-Portfolio Management & Manager Research Nomura Holdings IncAssociate, Private Credit-Portfolio Management & Manager ResearchNew York, NY$150,000–$200,000 / yearActively contributing content/reporting for the production of investment materials and communications to clients (e.g., marketing decks, roadshows, blogs, etc); • Preparing presentations, analyses and appendices to be used in meetings internally and externally with clients and advisors; • Performing ad hoc and special projects as needed. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking).
Director of Client Development - Global Family Office (GFO) Northern Trust CorpDirector of Client Development - Global Family Office (GFO)NY$137,400–$240,400 / yearAssumes responsibility for leading, end to end, the sales process (identification, profiling/discovery, product positioning/differentiation, closing and onboarding) • Researches prospects comprehensive financial profile and assesses requisite product solutions. Establishes a productive referral source network to include key external advisors, Northern Trust partners and regional offices, and across Northern's existing GFO regional clients.
Regional Marketing & Channel, Associate/Senior Associate Brookfield CorpRegional Marketing & Channel, Associate/Senior AssociateNY$115,000–$140,000 / yearThis is a highly visible role, ideal for a candidate with strong project management skills, cross-functional experience, and the ability to translate complex investment concepts into clear, compelling marketing initiatives. Brookfield is one of the world's largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy.
2027 Business Development Summer Analyst AQR Capital Management LLC2027 Business Development Summer AnalystGreenwich, CTThe team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Learning is the cornerstone of our culture and plays an active role in the internship experience - through daily collaboration and interaction with employees at all levels, in workshops and classes, and most significantly by working on projects that matter to the many clients we serve.
National Plan Level Events - Senior Financial Consulting Director and Process Owner Teachers Insurance and Annuity Association of America (TIAA)National Plan Level Events - Senior Financial Consulting Director and Process OwnerNY$131,200–$233,600 / yearp>_____. The Financial Consulting Director role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services.
NewNew Accounts Analyst City National BankNew Accounts AnalystNew York, NYRemote$24.46–$36.69 / hourli>Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors. Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes.
Associate, Private Credit - Manager Research Nomura Holdings IncAssociate, Private Credit - Manager ResearchNY$150,000–$200,000 / yearAdditional products/strategies will be developed in other private markets such as real estate, infrastructure, private equity or venture capital (e.g., potentially including non-traded REIT/BDCs, open/closed-end private funds or similar structures). Responsibilities include but are not limited to: Work closely with Manager Research team members to review and evaluate prospective investment partnerships; conduct due diligence; and maintain an internal database of prospective investment partnerships across market subsectors.
NewInstitutional Executive Assistant First Eagle InvestmentsInstitutional Executive AssistantNew York, NY$95,000–$110,000 / yearThis individual will have the opportunity to not only learn about the institutional investment management business broadly and the efforts that go into a successful institutional sales and client service organization but will also be a contributor to the team's success. Manage travel arrangements such as arranging flights, hotels, car rentals and car services to ensure smooth travel for team members .
Senior Manager Project Development Metropolitan Transportation AuthoritySenior Manager Project DevelopmentNY$107,269–$134,087 / yearThe Senior Manager will provide direct day-to-day support to departmental leadership on a variety of interdisciplinary and cross-cutting initiatives focused on improving capital project delivery, advancing strategic agency priorities, enhancing operational efficiency, strengthening business processes, modernizing project data management and reporting, and supporting effective coordination across departments and operating agencies. This position serves as a key strategic and operational partner to departmental leadership and is responsible for ensuring effective communication, coordination, and execution of initiatives across multiple functional groups within Construction & Development and MTA operating agencies, including New York City Transit, Long Island Rail Road, Metro-North Railroad, MTA Bus Company, and MTA Bridges and Tunnels.
2027 Asset Management Client Summer Analyst Program JPMorgan Chase Bank, N.A.2027 Asset Management Client Summer Analyst ProgramNew York, NYFull timeLikewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.). Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research, and assist in strategic planning to help clients meet their investment objectives.
Investor Relations Analyst Hayfin Capital ManagementInvestor Relations AnalystNew York, NYReporting to and supporting our PSG coverage professionals, you will own the operational and analytical work that underpins effective LP and consultant engagement - keeping the team exceptionally well-prepared, relationship data accurate and current, and market intelligence sharp. Support coverage professionals across LP and consultant relationships: handling pre- and post-meeting logistics, follow-up tracking, and briefing notes covering relationship history, investment context, and recent activity.
Portfolio Specialist – Client Strategy Morgan StanleyPortfolio Specialist – Client StrategyNew York, New YorkOur 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 what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Portfolio Specialist - Client Strategy Morgan StanleyPortfolio Specialist - Client StrategyNY$140,000–$200,000 / yearOur 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 what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Affluent Market Senior Financial Advisor M&T Bank CorpAffluent Market Senior Financial AdvisorParsippany, NJli>If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients. Deliver a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts.
Principal [Multiple Positions Available] KKR & Co IncPrincipal [Multiple Positions Available]NY$185,000–$215,000 / yearThis position requires 3 years of experience with: Producing deep-dive health care industry research, including assessing market size and growth, competitive dynamics, regulatory and reimbursement environments, provider unit economics, and clinical and operational metrics; conducting analyses on key health care segments, including provider services, health care IT, pharmaceutical services, life science tools, and medical products, and applying this knowledge to inform investment theses and evaluate trends, opportunities, and risks; assisting senior investment professionals in the structuring, negotiation, and closing of multiple health care buyout transactions across transaction types, including majority and minority investments involving payout waterfalls and complex return profiles, including analyzing purchase agreements, organizing fund flows, and supporting the structuring of management incentive plans; assisting in and supporting value-creation efforts in a portfolio of health care private equity investments and collaborating effectively with management teams of portfolio companies; developing relationships with health care-focused investment bankers and consultants; and preparing analytical and presentation materials for use by senior investment professionals in presentations to investment committees, boards, and potential investors on potential and completed transactions. This position requires 3 years of experience with: Evaluating potential investment opportunities and monetization opportunities, and developing and evaluating key financial and return metrics, including Revenue / EBITDA growth, cash flow generation, entry and exit multiples, Internal Rate of Return (IRR), and Multiple on Invested Capital (MOIC); performing financial modeling and quantitative analysis to identify drivers of profitability and equity value creation; and evaluating and modeling impacts of macroeconomic trends, including inflation, interest rates, and labor-market tightness, and their effects on health care business models.