Senior Real Estate Investment Accountant JobotSenior Real Estate Investment AccountantNew York, NY$115,000–$130,000 / yearA US subsidiary of one of the largest real estate companies in the world, a multi billion global institution developing ground up multifamily, office, life science, industrial, and mixed use assets across the country. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Key Inventory Manager – Investment Management Reed Smith USKey Inventory Manager – Investment ManagementNew York, New York$140,000–$160,000Full timeActing as the primary owner of the practice group's book of business, this position exercises significant independent judgment and discretion in establishing billing priorities, determining billable amounts and timing, and authorizing write-offs, with the objective of optimizing revenue realization, cash flow, and partner efficiency. The role supports and collaborates with other Key Inventory Managers and Revenue Accounting Operations personnel to maintain an optimal revenue cycle and serves as a pivotal point of accountability for a large, complex portfolio of Investment Management matters.
Investment Management Counsel JobotInvestment Management CounselNew York, NY$300,000–$475,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.
NewInvestment Funds Associate Attorney (Multi Office) Gables Search GroupInvestment Funds Associate Attorney (Multi Office)Hackensack, NJ$300,000–$520,000 / yearThis is an exceptional opportunity for a senior-level attorney to work on complex, high-value fund formation and structuring matters for a diverse client base that includes private equity sponsors, hedge fund managers, credit funds, and other alternative investment vehicles. HYBRID Our client, a national AmLaw 200 firm , is seeking a seasoned Investment Funds Attorney to join its sophisticated Investment Management & Funds practice across multiple U.S. offices.
NewInvestment Banker – Mergers & Acquisitions Initio CapitalInvestment Banker – Mergers & AcquisitionsNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career to mid-level M&A investment banking roles. This job description represents a sample Investment Banker – Mergers & Acquisitions position commonly found through the Career Launch AI Talent Network .
NewInvestment Banker Initio CapitalInvestment BankerNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with investment banking and transaction-focused roles. Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer).
NewSenior Investment Banker Initio CapitalSenior Investment BankerNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with experienced investment banking professionals. This job description represents a sample Senior Investment Banker position commonly found through the Career Launch AI Talent Network .
NewJunior Investment Banker Initio CapitalJunior Investment BankerNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career investment banking roles. This job description represents a sample Junior Investment Banker position commonly found through the Career Launch AI Talent Network .
NewPrincipal Investment Banker Initio CapitalPrincipal Investment BankerNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with senior investment banking roles focused on mergers and acquisitions, capital markets activity, and strategic advisory. This job description represents a sample Principal Investment Banker position commonly found through the Career Launch AI Talent Network .
Investment Banker [Multiple Positions Available] JPMorgan Chase & CoInvestment Banker [Multiple Positions Available]New York, NYQUALIFICATIONS: Minimum education and experience required: Bachelor''s degree in Business Administration, Finance, Business, or a related field plus four (4) years of experience in the job offered or as Investment Banker, Investment Banking, Global Advisory, M&A Strategy, or related occupation. The employer will alternatively accept a Master''s degree in Business Administration, Finance, Business, or a related field plus two (2) years of experience in the job offered or as Investment Banker, Investment Banking, Global Advisory, M&A Strategy, or related occupation.
Investment Banker - M&A Associate Deutsche Bank AGInvestment Banker - M&A AssociateNY$250,000–$275,000 / yearOur offering consists of comprehensive financial advisory and capital raising services - including Mergers & Acquisitions (M&A), restructuring and shareholder activism and takeover defense, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Ability to perform detailed financial modeling and valuation analyses on public and private companies (including but not limited to - DCF, comparables analysis, precedent transactions, merger analysis, LBO and other valuation analyses).
Investment Banker - Equity Capital Markets (ECM) UBS Group AGInvestment Banker - Equity Capital Markets (ECM)New York, NYideally you have 3+ years' experience working within in Equity Capital Markets or investment banking (with a Bachelors degree) or 1+ year experience working within in Equity Capital Markets or investment banking (with a MBA) • familiarity with financial and valuation analysis and utilizing financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg, etc. The Equity Capital Markets team is specifically responsible for sourcing and executing equity transactions, including Initial Public Offerings (IPOs), follow-on offerings, SPACs, block trades, equity-linked offerings, and private placements on behalf of UBS corporate and financial sponsor clients.
NewInvestment Banker Career Launch AIInvestment BankerNew York, NY$150,000–$200,000Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.
Vice President Lead Investment Banker (#002469) Wells Fargo & CoVice President Lead Investment Banker (#002469)New York, NY$185,000–$300,000 / yearSpecific skills required: Five (5) years of front office or credit experience at a major firm with a focus in finance; · Experience with deal origination and credit underwriting; · Direct client interaction experience, including experience leading relevant transaction elements and interaction with senior decision makers; · Leadership experience or experience training others in a relevant professional capacity; · Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN Northland SecuritiesNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Investment Banker, Real Estate, Lodging, & Leisure UBS Group AGInvestment Banker, Real Estate, Lodging, & LeisureNYable to develop creative solutions to meet client needs and identify cross-product opportunities, UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. You'll play an important role in advising clients on a range of market and strategic matters, including understanding their obligations as a listed company, enhancing value for and growing the shareholder base, raising capital amongst others.
Vice President Investment Banking - Data Centers Wells Fargo BankVice President Investment Banking - Data CentersNew York, New YorkThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN Northland SecuritiesNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Senior Associate, Investments Brookfield CorpSenior Associate, InvestmentsNYCandidate Profile • Bachelors degree • 4-7 years of experience in investment banking, M&A, real estate investing, and/or private equity • Exceptional analytical, financial modeling and valuation skills • Attention to detail and ability to learn quickly • Excellent interpersonal and communication skills • Self-directed and motivated with ability to work independently and as part of a team • Reliable, diligent, and hard working with capability to thrive in a high-energy, fast-moving environment • Proficiency in full suite of Microsoft Office products (Excel, PowerPoint, and Word) • Outstanding communication skills, both written and verbal • Leadership capabilities and a business builder • Unquestionable ethics and integrity. The Senior Associate will focus on corporate and platform-level real estate investments across asset classes and across the risk spectrum for Brookfields long-term private funds, private perpetual strategies, and perpetual capital vehicle.
Investment Banking Senior Analyst | Financial Services Houlihan Lokey FrankfurtInvestment Banking Senior Analyst | Financial ServicesNew York, NY$110,000–$130,000 / yearAs part of our team, you will: • Prepare, analyze, and explain historical and projected financial information • Coordinate and perform business due diligence and execute M&A transactions • Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed • Perform valuation and ad hoc financial analyses • Assist in the marketing and execution of existing engagements • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors • Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members. • Excellent verbal and written communication skills • Strong financial and computer skills (Excel, Word and PowerPoint) • Excellent public speaking and presentation skills • Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously • Extensive operational financial modeling and valuation experience • Hands-on M&A sell side experience.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Investment Banking Sr. Analyst / Associate– Debt Private Placements Oppenheimer & Co. Inc.Investment Banking Sr. Analyst / Associate– Debt Private PlacementsNew York, NY$130,000–$180,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
NewInvestment Banking Healthcare Life Sciences Senior Analyst Oppenheimer & Co. Inc.Investment Banking Healthcare Life Sciences Senior AnalystNew York, NY$115,000–$130,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking Healthcare M&A Associate Oppenheimer & Co. Inc.Investment Banking Healthcare M&A AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking Associate – Global Fund Placement & Advisory Oppenheimer & Co. Inc.Investment Banking Associate – Global Fund Placement & AdvisoryNew York, NY$150,000–$170,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics.
Investment Banking Associate - Consumer and Retail Oppenheimer & Co. Inc.Investment Banking Associate - Consumer and RetailNew York, NY$170,000–$190,000 / yearWith 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking Debt Advisory & Restructuring Associate Oppenheimer & Co. Inc.Investment Banking Debt Advisory & Restructuring AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, 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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
NewInvestment Guidance Specialist Initio CapitalInvestment Guidance SpecialistNew York, NY$1,000–$10,000Investment Guidance Specialists 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. Ideal candidates are experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of advising on or closing capital transactions.
Investment Banker - Mergers & Acquisitions (Middle Market) Healthcare - Vice President JPMorgan Chase Bank, N.A.Investment Banker - Mergers & Acquisitions (Middle Market) Healthcare - Vice PresidentNew York, NYFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our 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.
Investment Banker - Leveraged Finance (Media & Communications) - Vice President JPMorgan Chase Bank, N.A.Investment Banker - Leveraged Finance (Media & Communications) - Vice PresidentNew 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banker - Financial Institutions - Banks & Depositories - VP Citigroup IncInvestment Banker - Financial Institutions - Banks & Depositories - VPNY$250,000–$275,000 / yearThe Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering.
Investment Banker - ECM - F.I.G. - Director Citigroup IncInvestment Banker - ECM - F.I.G. - DirectorNY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Investment Banker - Financial Institutions - Insurance - VP Citigroup IncInvestment Banker - Financial Institutions - Insurance - VPNY$250,000–$275,000 / yearQualifications: • 6-10 years of experience • Experience in the Financial Services industry, specifically within Banking • Degree in Finance or closely related areas of Business Administration • MBA or Masters Degree in Business preferred • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes • Consistently demonstrates clear and concise written and verbal communication skills • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products • Series 79 and 63 within 90 days of joining. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Investment Banker - Financial Institutions - Banks & Depositories - Director Citigroup IncInvestment Banker - Financial Institutions - Banks & Depositories - DirectorNY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Investment Banking Associate | Financial Services Houlihan Lokey Europe GmbHInvestment Banking Associate | Financial ServicesNew York, NY$175,000–$225,000 / yearAs a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Investment Banking and Capital Markets - Banker - Consumer and Business Services - Associate - Vice President Deutsche Bank AGInvestment Banking and Capital Markets - Banker - Consumer and Business Services - Associate - Vice PresidentNY$150,000–$275,000 / yearProven experience providing quantitative and analytical support for M&A and capital markets transactions, IPOs, equity follow-ons, SPACs, investment grade, and leveraged finance debt offerings in the Consumer Retail and Business Services space Experience supporting Senior Bankers across all stages of a transaction lifecycle, including pitching and bake-off, preparing marketing materials and financial models, and deal execution Background in sector coverage or M&A Bachelors degree, advanced degree preferred Series 79, 63, and SIE licensing preferred. You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model allowing for in-office work from home flexibility Generous vacation, personal, and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs.
Investment Banking VP - Midstream (Oil & Gas) Truist Financial CorpInvestment Banking VP - Midstream (Oil & Gas)New York, NYSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
Associate, Investment Banking, US Municipal Finance Royal Bank of CanadaAssociate, Investment Banking, US Municipal FinanceNew York, New YorkThis particular position is within the Municipal Finance Student Loan Group, which provides a complete range of investment banking and advisory services for a client base that includes higher education institutions and state-based lending authorities that issue municipal and asset-backed student loan bonds. We are seeking a highly motivated Municipal Finance Associate to provide analytical, research and transactional support to investment bankers in all departmental work activities relating to the structuring and issuance of municipal bonds through negotiated, competitive sale or via private placement.
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersNew York, NY$90,000–$150,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Investment Banking Associate - Equity Capital Markets (ECM) Wells Fargo & CoInvestment Banking Associate - Equity Capital Markets (ECM)New York, NY$175,000–$200,000 / yearA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
NewAssociate, Investment Banking - Equity Capital Markets Wells Fargo BankAssociate, Investment Banking - Equity Capital MarketsNew York, New YorkA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Investment Banking - Vice President, Mergers & Acquisitions ( M&A) PKFOD CareersInvestment Banking - Vice President, Mergers & Acquisitions ( M&A)New York, New YorkWith roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family and founder-owned companies with revenue between $15 million and $350 million.
Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A) PKFOD CareersInvestment Banking Analyst/Associate, Mergers & Acquisitions (M&A)New York, New YorkWith roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million.
NewSenior Investment Advisor Initio CapitalSenior Investment AdvisorNew York, NY$200–$500Senior Investment Advisors are a top-tier segment of our ecosystem—providing strategic, high-impact 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, senior fund executives, or consultants with a proven record of leading or advising on private market transactions.
Investment Strategy Advisor Initio CapitalInvestment Strategy AdvisorNew York, NY$200–$500Investment 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 the network. Initio Sphere is onboarding Investment Strategy Advisors to deliver strategic investment guidance, operational insights, and capital-market expertise to fund managers, investors, and deal sponsors.
Investment Advisory Council Member Initio CapitalInvestment Advisory Council MemberNew York, NY$200–$500The 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.
Investment Mentor (Private Capital) Initio CapitalInvestment Mentor (Private Capital)New York, NY$200–$500Private 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.
Investment Operations Mentor Initio CapitalInvestment Operations MentorNew York, NY$200–$500Investment Operations Mentors are a critical tier of our ecosystem—providing strategic and operational guidance to sponsors, funds, and investors, while mentoring analysts and scouts, and benefiting from direct earning opportunities and enhanced credibility across the network. Initio Sphere is onboarding Investment Operations Mentors to deliver hands-on operational, strategic, and capital-market guidance to fund managers, investors, and deal sponsors.
Fund & Investment Mentor Initio CapitalFund & Investment MentorNew York, NY$200–$500This 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 . 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.