19 Results for

Investment Jobs in Lindenhurst, NY

Jobs

Purchase, NY30+ days ago

$230,000–$368,000 Per Year

o evaluating business cases, including go-to-market plans for synergies and integration plan and costing o valuation against comparable transactions and utilizing discounted cash flow methodologies o structuring of complex transactions leveraging appropriate internal tax, legal regional and external resources o Lead acquisition/investment discussions at executive meetings o Understanding and being able to articulate tradeoffs between value creation and risk under circumstances of ambiguity o Lead creation of M&A deliverables such as presentations to senior executives and Board of Directors, deal closing approvals, etc. Role: • Play a leading role in overseeing M&A and investment activities globally • Structure and execute acquisitions, divestiture, equity investments and Joint Ventures across the organization globally • Lead all aspects of a robust M&A process including: o organizing, coordinating and leading cross-functional due diligence teams to assess risks and opportunities o coordinating external financial advisors and investment bankers o leading discussions/negotiations with the acquisition target around price, contract terms, etc.

Stamford, CT30+ days ago

$190,000–$335,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Greenwich, Connecticut28 days ago

Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.

Stamford, CT30+ days ago

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

Stamford, CT30+ days ago

Remote

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.

Stamford, CT30+ days ago

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Life Insurance License preferred Must be willing to obtain licensing within 14-21 days if not currently licensed .

Riverside, CT30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Elmsford, NY30+ days ago

Full-time

Responsibilities:Assist the Capital Markets team in underwriting and modeling cash flow projections for new acquisitions, dispositions, recapitalizations, and refinancings utilizing Argus and Microsoft Excel . The Acquisitions & Capital Markets Analyst plays an active role with many facets of the acquisitions process including underwriting, modeling, and analysis for all real estate transactions.

White Plains, NY14 days ago

$67,000–$80,000 Per Year

The Analyst will be a member of the Capital Markets Derivative Operations team, supporting daily confirmations processes for Capital Markets derivative trading business as well as provide support for the derivative business conducted by group companies in New York, London, and Hong Kong. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

White Plains, NY30+ days ago

$67,000–$80,000 Per Year

Software Systems / Programming Languages: OBS, Montran, SAA, Fedwire, BONY-BDC, AccessEdge, JPMRepo Edge, Citidirect for Securities, DTCC RTTM and CFM, MS Office (MS Word, MS Excel, MS PowerPoint), SharePoint. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Stamford, Connecticut30+ days ago

The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career. The firm’s purpose is to raise institutional capital for investment managers across a full range of alternative strategies – private equity, real assets, real estate and hedge funds/liquid products.

Tarrytown, NY23 days ago

Remote

$65–$70 Per Hour

This is a role where you will be partnering closely with Accounting, Tax, and Treasury to deliver budgets, monthly/quarterly reporting, guidance materials, variance analysis, and ad hoc leadership analyses, with a focus on improving forecasting processes and controls. Manage and own key corporate finance deliverables, including Board presentations, annual budget, monthly finance packages, quarterly earnings, and financial guidance materials.

Stamford, CT19 days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.

Stamford, CT19 days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance).

New!

Queens, NY5 days ago

long-term capital gains, and alternatives to selling (redirecting contributions); Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; Document test cases clearly with verified calculations, policy citations, and correct answers. Ideally, contributors will have: Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs.

Farmingdale, New York14 days ago

We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance.

New!

Stamford, CTToday

$200,000–$240,000 Per Year

As a senior fixed income analyst,you'll conduct deep research analysis on an asset class, execute purchases and sales, and support the research efforts and portfolio construction of a portfolio manager. In this role, you'll work closely with portfolio managers on security research and valuation, while following market and security developments.

Stamford, Connecticut27 days ago

Full-time

Our leading brands include the iconic Goulds Pumps (with more than 175 years of history), Anhydro, APV, Bornemann, Bran+Luebbe, C’treat, Engineered Valves, Gerstenberg Schröder, Habonim, Johnson Pump, Lightnin, Philadelphia, Plenty, PRO Cast, Rheinhütte, Seital Separation, Stelzer, Svanehøj, Tigerholm, Uutechnic, VIDAR, Waukesha Cherry-Burrell. Through operational execution, innovation, and disciplined capital deployment, including strategic acquisitions such as SPX FLOW, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life.

Remote CT, Connecticut30+ days ago

Remote

$120,000–$125,000 Per Year

Overview: Regional Consultants must successfully partner and collaborate with Sales Managers, Regional Directors, and Associate Regional Directors in covering strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, money funds and DCIO business at all broker dealers and RIAs. Responsibilities: The Regional Consultants priority will be to drive sales of Allspring’s mutual funds, separately managed accounts, exchange traded funds, money funds and DCIO business at all broker dealers and select smaller RIAs within their segmented clients within the integrated distribution channel.

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Investment Jobs in Lindenhurst, NY

Vice President, Mergers and Acquisitions (Minority Investment) MasterCard

Tax Managing Director, Alternative Investments bdo consulting

Investment Accounting Manager Berkley

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Entry-Level Financial Investment Planner (Remote) Traction Forge Financial

Financial Services & Investment Professional Traction Forge Financial

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.

Analyst, Acquisitions & Capital Markets DLC Management Corp.

Confirmations Drafting Analyst SMBC

Securities Analyst SMBC

2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford Stifel

Senior Manager, Corporate Finance Joulé

Client Services Analyst (CLO/ABL Modeler) Valitana LLC

Client Services Analyst Valitana LLC

Senior Portfolio Manager - Freelance AI Trainer Mindrift

Financial Operations Analysts Spark Recruiting

Senior Fixed Income Analyst Progressive Casualty Insurance Company

Director, Investor Relations ITT Inc. - English US

Regional Consultant - New York / Connecticut Allspring Global Investments Holdings, LLC

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