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Investment Jobs in Yorktown, NY

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. The 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.

About This Role:.

4 days ago

Hackensack, New York

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If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

30 days ago

Hackensack, NJ
  • $92,140–$108,400 / year

p>Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

30+ days ago

NJ
  • $238,765–$280,900 / year

This role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.

30+ days ago
New

Hackensack, NJ
  • $81,345–$95,700 / year

p>Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

4 days ago

Greenwich, Connecticut

Company Details:

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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.

30+ days ago

Greenwich, CT

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Please review the following job description:

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.

30+ days ago
New

Ridgewood, New Jersey

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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. The 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.

About This Role:.

4 days ago
Morgan Stanley logo

Purchase, New York

Our 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. The ideal candidate will excel in managing multiple products, collaborating with cross-functional teams, developing strong relationships with Financial Advisors, and delivering innovative solutions that meet clients’ investment needs.

30+ days ago

Hackensack, NJ
  • $104,550–$123,000 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.

29 days ago
New

Ridgewood, New Jersey

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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. The 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.

About This Role:.

4 days ago
New

Paramus, New Jersey

li>Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.

3 days ago

Stamford, CT

Advise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations, as well as the technology that supports professional trading. We are seeking an Associate General Counsel with a background in investment and trading to help lead our continued growth through sound legal guidance, industry insight, and close collaboration with management and cross-functional teams.

12 days ago

Clifton, NJ
  • $70,000–$122,500 / year

Deliver high quality service delivery to clients across all Regions/Service functions, working closely with Senior management in your department & other client Service Teams. During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

22 days ago
New

Clifton, New Jersey

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home..

  • During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

    • 4 days ago
    Day Pitney LLP logo

    CT

    p>• 3-6 years of demonstrated investment management and private fund formation experience • Excellent technical, professional, and client service skills • Strong written and verbal communication skills • Team-oriented with an emphasis on collaboration • Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs • Bar admission in good standing in the jurisdiction you plan to practice. This position can reside in any of Day Pitneys offices including Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, or Washington D.C.

    We are seeking candidates with strong experience in the areas of investment management and private funds, including investment adviser regulatory matters and formation of open and closed-end private funds.

    30+ days ago

    Stamford, CT
    • $120,000–$217,500 / year

    p>You will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps.

    As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.

    30+ days ago
    PepsiCo Inc logo

    Purchase, NY
    • $110,700–$185,250 / year

    The Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.

    30+ days ago

    Englewood Cliffs, NJ

    This role requires strong technical accounting expertise, experience working with international subsidiaries, and the ability to partner with external accounting firms to ensure accurate and compliant group financial reporting.

    We are seeking a seasoned Accounting Manager with approximately 10 years of hands-on accounting experience to oversee global financial close, consolidation review, and performance analysis for its investment operations.

    30+ days ago
    New

    Ridgewood, New Jersey

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    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. The 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.

    About This Role:.

    4 days ago
    Morgan Stanley logo

    Purchase, New York

    The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our 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.

    30+ days ago
    Morgan Stanley logo

    Purchase, New York

    As an expert and trusted resource within the AI Sales team, the AI Sales Associate will act as a contact on the internal sales desk for the respective sales territory and assist in the coordination of all sales efforts for the MSWM Alternative Investments platform, including: hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds and other Alternative Investment strategies. Our 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.

    30+ days ago
    Morgan Stanley logo

    Purchase, New York

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    MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $290B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. Our 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.

    30+ days ago
    Morgan Stanley logo

    Purchase, New York

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    Job Description

    Morgan Stanley Wealth Management Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal coverage for Morgan Stanley Wealth Management's Alternative Investments and Private Markets businesses. Our 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.

    30+ days ago

    Ramsey, NJ

    Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

    30+ days ago

    NY

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

    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.

    30+ days ago

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