NewInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentNew York, NY$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
NewVP Audit-Global Investment Banking BarclaysVP Audit-Global Investment BankingNew York, NYThey may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
NewInvestment Banking Healthcare, AVP BarclaysInvestment Banking Healthcare, AVPNew York, NYYou may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job specific technical skills. You will develop financial analysis/ modelling, industry research pieces in coordination with internal teams related to a financing or sale, ensuring fast and unparalleled customer service to our clients.
NewStructured Investments - Vice President / Senior Vice President iCapitalStructured Investments - Vice President / Senior Vice PresidentGreenwich, CT$170,000–$220,000 / yearThis individual will be responsible for assisting in developing and executing the firm’s strategy and solution in the structured investments market and developing relationships with new and existing partners active in the product category. The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States.
NewClient Relationship Manager, Structured Investments, Issuer Coverage - Vice President iCapitalClient Relationship Manager, Structured Investments, Issuer Coverage - Vice PresidentNew York, NY$170,000–$200,000 / yearSupport the management of relationships with iCapitals issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.
NewStructured Investments Product Manager - Associate / Assistant Vice President iCapitalStructured Investments Product Manager - Associate / Assistant Vice PresidentNew York, NY$100,000–$160,000 / yearEngage with wealth management firms, financial advisors, structured investments issuers, wholesalers, and internal stakeholders to identify market opportunities and propose innovative solutions to address unmet needs in the structured investments industry. This position owns key areas of the platform from conception through launch and iteration, including identifying unmet needs, defining requirements, and partnering with engineering and business stakeholders to execute across multiple initiatives.
NewVP, Investment Banker BofA Securities, Inc.VP, Investment BankerPECK SLIP, NYPrepare materials for clients & participate in client meetings during the course of investment banking deal origination & execution as well as conducting rigorous quantitative financial analysis & qualitative analysis, as well as workflows for clients. bank/bulge bracket investment banking transactions; Executing investment banking transactions & processes in a global firm environment, incl.
NewInvestment Bank M&A, AVP BarclaysInvestment Bank M&A, AVPNew York, NYConducting in-depth financial analysis, including modelling and valuation, to assess potential M&A opportunities, risks and mitigation action, alongside their impact on clients financial positions and alignment with the clients’ strategic objectives. . This role is ideal for professionals with a robust background in private equity and financial sponsor deal execution, offering the opportunity to leverage your knowledge in a dynamic, fast-paced environment while contributing to some of the most significant deals in the market.
NewStructured Investments Attorney - Assistant Vice President / Vice President iCapitalStructured Investments Attorney - Assistant Vice President / Vice PresidentNew York, NY$180,000–$220,000 / yearNegotiate complex agreements with counterparties, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s web-based structured investments and annuities platform. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
NewDirector - Investment Grade Credit Sales Stonex GroupDirector - Investment Grade Credit SalesNew York, NY$120,000–$250,000 / yearWith 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
NewInvestment Strategy, Private Markets - Vice President iCapitalInvestment Strategy, Private Markets - Vice PresidentNew York, NY$160,000–$200,000 / yearWorking alongside other investment strategists and private markets specialists, this role will help strengthen the teams collective research capabilities and thought leadership efforts as iCapitals private markets platform and client engagement activities continue to scale. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams.
Summer Investment Analyst - Investment Management Office Tulane UniversitySummer Investment Analyst - Investment Management OfficeWhite Plains, NYSummer Analysts are responsible for attending diligence meetings, compiling and analyzing data, assisting with investment memos, developing and maintaining databases, and recommending an investment to the team. Led by Chief Investment Officer Richard Chau, the 11-person team works collaboratively to identify the most attractive investment opportunities across the globe.
Investment Manager Selection Analyst- Hedge Fund Investment Due Diligence Bank of America CorpInvestment Manager Selection Analyst- Hedge Fund Investment Due DiligenceNew York, NY$118,700–$169,700 / yearContributes to the sourcing and initial due diligence of prospective Hedge Funds, including evaluating stated strategies, investment processes, risk controls, team capabilities, fund particulars (such as structure, fees, liquidity terms and other factors) and an array of quantitative measures. The Investment Manager Selection Analyst - Hedge Fund Investment Due Diligence will support the Chief Investment Office's Investment Manager Selection team in evaluating, monitoring, and reporting on hedge fund strategies across Bank of America's wealth management platforms.
Investment Banking - Strategic Investment Group, Infrastructure - Analyst JPMorgan Chase Bank, N.A.Investment Banking - Strategic Investment Group, Infrastructure - AnalystNew York, NYFull timeDrafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics. Job Description We are seeking a highly skilled and experienced Analyst to join our dynamic Strategic Investment Group team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Investment Banking - Small-Cap Investment Banking - Analyst JPMorgan Chase Bank, N.A.Investment Banking - Small-Cap Investment Banking - AnalystNew York, NYFull timeWe are seeking a highly skilled and experienced Analyst to join our dynamic Small Cap Investment Banking team, offering an exceptional opportunity to contribute to high-impact M&A transactions and drive growth within a leading financial institution. 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 & Corporate Banking - Investment Grade and Asset Backed Debt Syndicate Analyst Mizuho Financial Group IncInvestment & Corporate Banking - Investment Grade and Asset Backed Debt Syndicate AnalystNew York, NY$110,000–$130,000 / yearGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. Analyze issuance data, macroeconomic developments and other market trends to prepare insightful daily, weekly and quarterly materials for clients as well as senior level management.
2027 New York Life Investment Management - Investment Research & Analysis Internship New York Life Insurance Co2027 New York Life Investment Management - Investment Research & Analysis InternshipNew York, NYThroughout the summer, interns will participate in business overviews, networking opportunities, leadership presentations, training sessions, and collaborative intern programming while gaining firsthand exposure to the investments organization. Conduct financial analysis, including financial modeling and scenario analysis; surveil existing bond portfolio positions and prepare credit research updates using financial modeling, scenario analysis, and relevant databases.
NewInvestment Associate - Investment Consulting Willis Towers Watson PLCInvestment Associate - Investment ConsultingNew York, NY$90,000–$105,000 / 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). Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience.
VP, Investments - Brookfield Special Investments Brookfield Corp.VP, Investments - Brookfield Special InvestmentsNew York, NY$375,000–$425,000 / yearLeveraging our deep experience built over 25 years as a long-term owner and operator of world-class assets and businesses, the team is focused on acquiring high-quality businesses with barriers to entry and enhancing their cash flow capabilities by improving strategy and execution drawing on the insights and data from the wider Brookfield ecosystem. BSI represents a continuation of Brookfield's history as a value-added investor leveraging its owner-operator heritage, deep expertise in real assets (and adjacent sectors), and reputation for completing large-scale complex transactions.
MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / 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. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.