Alternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Senior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice President JPMorgan Chase & CoSenior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice PresidentJersey City, NJStrong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management, private banking, asset management, brokerage, or an investing platform. We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products.
Investment Banker, Real Estate, Lodging, & Leisure UBS Group AGInvestment Banker, Real Estate, Lodging, & LeisureNew York, NYYou'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. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Risk Management & Compliance - Technology Investment Governance Vice President JPMorgan Chase & CoRisk Management & Compliance - Technology Investment Governance Vice PresidentJersey City, NJAs a Vice President in the dynamic RM&C Digital Strategy & Enablement team within the Finance & Business Management organization, you will be a key player in a fast-paced, results-oriented environment, partnering with senior leaders across Risk Management and Compliance, Financial Planning and Analysis, and Corporate Technology. Partner with business leads on well-written annual investment details, developing and overseeing a process to review and approve new technology demand throughout the year, and partnering with each business lead to develop business cases during the annual budget.
Analyst- Global Securitization Banking - New York, NY (New York City, NY, US, 10281) The Bank of Nova ScotiaAnalyst- Global Securitization Banking - New York, NY (New York City, NY, US, 10281)New York City, NY$120,000–$130,000 / yearActively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Research Analyst (Western Asset) Franklin Resources IncResearch Analyst (Western Asset)New York, NY$150,000–$200,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Monitor daily portfolio cash balances, settlement activity, inflows/outflows, margin and collateral needs; escalate emerging liquidity risks to the Liquidity Desk and portfolio teams.
Associate, Investments (Energy) Brookfield CorpAssociate, Investments (Energy)New York, NY$150,000–$200,000 / yearBrookfield's Energy group is responsible for investments on behalf of our $20 billion flagship Brookfield Global Transition Fund (BGTF), Brookfield's publicly listed energy affiliate (BEP/BEPC), as well as energy-related investments across Brookfield's other strategies including our flagship Infrastructure fund (BIF), AI Infrastructure Fund (BAIIF), and Catalytic Transition Fund (CTF) among others. Our portfolio of sustainable solutions assets includes our investments in Westinghouse (a leading global nuclear services business) and a utility and independent power producer with operations in the Caribbean and Latin America, as well as both operating assets and a development pipeline of carbon capture and storage capacity, agricultural renewable natural gas and materials recycling.
Investment Banking Director - FIG, Insurance UBS Group AGInvestment Banking Director - FIG, InsuranceNew York, NYYou'll play an important role in advising clients on a range of market and strategic matters, including enhancing value for and growing the shareholder base, raising capital, and strategic advisory. Our team is responsible for growing market share cross the Insurance industry, foster strong relationships across the market, and collaborating with teams across UBS globally.
Deal And Order Management Systems Lead- Private Markets Investment Technology Neuberger BermanDeal And Order Management Systems Lead- Private Markets Investment TechnologyNew York, NY$150,000–$180,000 / yearThe successful candidate will lead the evaluation, selection, and implementation of the IBOR/OMS solution - whether a vendor platform, a build, or a hybrid approach - and will partner closely with portfolio management, operations, fund administration, and technology to ensure the platform supports the unique workflows of private markets, including capital calls, distributions, commitments, drawdowns, and bespoke deal structures. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Citi Wealth / Private Bank - Uhnw Investment Counselor Team Lead Citigroup Inc.Citi Wealth / Private Bank - Uhnw Investment Counselor Team LeadNew York, NY$250,000–$500,000 / yearFor those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution. They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
Senior Associate, Investments Aligned Climate Capital LLCSenior Associate, InvestmentsNew York, NY$140,000–$160,000 / yearASP is one of Aligned's core investment strategies which involves acquiring, financing, constructing, and operating middle market solar, energy storage, and other clean energy infrastructure projects in the United States. Support the day-to-day negotiations, execution, diligence, and ongoing management of key contracts and engagements relating to project acquisition, debt and tax equity placement, and all third-party stakeholders.
Director of Strategic Finance & Investment Strategy Mozilla CorpDirector of Strategic Finance & Investment StrategyNYRemote$217,000–$289,000 / yearMaster of Financial Modeling: Exceptional ability to build complex, scalable, and intuitive risk-adjusted financial models from scratch to evaluate partnerships, macro trends, and multi-year scenarios (ideally has utilized different AI tools in financial modeling). Executive Advisory: Act as a trusted financial advisor to senior leadership and business unit heads, distilling complex strategic data, financial models, and portfolio performance into concise, strategic narratives for board meetings and executive reviews.
Tax Director, IFRS - Investment Bank - NYC Michael Page InternationalTax Director, IFRS - Investment Bank - NYCNew York, New York$157,500–$175,000 / yearFull timeContact Rochelle Feldman Quote job ref JN-072026-7061544Job SummarySector: TaxSub Sector: Tax In HouseIndustry: Financial ServicesWhere: New YorkContract Type: PermanentConsultant name: Rochelle FeldmanJob Reference: JN-072026-7061544 Tax Director, IFRSThis large organization operates within the financial services industry, providing comprehensive solutions to its clients.
Director, Investment Banking Compliance Canadian Imperial Bank of CommerceDirector, Investment Banking ComplianceNew York, NY$150,000–$200,000 / yearSeries 7, 63 preferred (24 license a plus); Cross Functional Relationships: This job requires interaction with: Technology in order to continually evaluate and enhance systems to address specific regulatory requirements and surveillance reports to achieve optimal efficiency and ensure accurate criteria; Compliance Management to collaborate with potential regulatory issues and net new rule requirements; Infrastructure support groups (e.g., Finance and Operations) to collaborate on control issues; US Legal to seek interpretive guidance on technical regulatory requirements; and. Strong technical skills in Microsoft Excel, Powerpoint, Sharepoint, Word; Comprehensive understanding of US regulatory landscape, private side business activities relating to Investment Banking, Corporate Banking, and Debt Capital Markets; Excellent communication skills, with the ability to translate complex regulatory concepts into business-focused advice.
Mizuho | Greenhill - Investment Banking M&A Associate Mizuho Financial Group IncMizuho | Greenhill - Investment Banking M&A AssociateNew York, NY$175,000–$225,000 / yearFinancial modeling, valuation, comparable & relative value analyses and market-specific analysis including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination analyses model. Qualifications: Bachelor's degree and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier investment bank OR an MBA concentrating in Finance with post-MBA investment banking experience with a top tier investment bank.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerNew York, NY$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Banking Vice President | Healthcare Services Houlihan Lokey Europe GmbHInvestment Banking Vice President | Healthcare ServicesNew York, NYWith more than 100 investment bankers globally, Houlihan Lokey's Healthcare Group is among the largest dedicated healthcare investment banking groups in the U.S. The Healthcare Group is seeking to complement its team of professionals with a Vice President who will be immediately additive to the group. 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.
NewInbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorNY$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Research & Portfolio Management Engineer - Specialized Investments Group AQRResearch & Portfolio Management Engineer - Specialized Investments GroupGreenwich, CT$155,000–$185,000 / yearQRD is the front-office engineering group at AQR , consisting of quantitative engineers who design and build the platforms and systems that power our research and portfolio management workflows. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.
Business Group Manager - Citi Investment Management , Senior Vice President Citigroup IncBusiness Group Manager - Citi Investment Management , Senior Vice PresidentNew York, NY$176,720–$265,080 / yearCiti Investment Management ("CIM") is uniquely positioned within Citi Wealth's Investment Solutions group to offer global and regional-focused equity, fixed income and multi-asset class discretionary and advisory investment strategies with ability to customize according to clients' individual risk and return parameters, liquidity requirements, and other preferences. Additionally, this individual will act as a critical bridge and subject matter expert during a major transitional phase, supporting the migration of products, quantitative models, and capabilities to our partner platform Citi Portfolio Solutions powered by BlackRock ("CxB").