Payroll Specialist JobotPayroll SpecialistStamford, CT$80,000–$100,000 / 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. This role supports U.S. and Canadian payroll operations and works closely with payroll leadership to ensure accurate, timely, and compliant payroll processing across multiple jurisdictions.
Associate, Internal Product Specialists Goldman Sachs & Co. LLCAssociate, Internal Product SpecialistsNew York, NY$149,000–$156,000 / yearPrior work experience must include three (3) years with: designing and preparing pitch books, marketing materials and commentary relating to private equity funds and co-investments; creating data analyses and quantitative models to prepare detailed committee memos, synthesizing due diligence process and results, and presenting to investment, implementation operational and Board committees; analyzing macroeconomic trends and private equity funds and co-investment fund performance and closely integrating with investment teams to produce client commentary and quarterly letters; conducting research around business development trends or themes by geography and client type, as well as conducting competitor analysis and market intelligence on private equity managers; private funds and alternative investments, specifically, private equity, and knowledge of the investment management industry; and conducting market research and data analytics using Preqin and Pitchbook. Preparation of custom presentations and quarterly and annual investor letters for prospective and existing clients, creating and incorporating data analyses related to investment performance, fund strategy, portfolio exposures, concentrations and diversification.
Diagnostics Technical Specialist Zoetis IncDiagnostics Technical SpecialistFlorham Park, NJFull timeAny unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. The Diagnostics Technical Specialist (DTS) provides onsite support to veterinary clinics, laboratory research, and veterinary academic settings and are responsible for the overall business health and customer satisfaction of their assigned territories.
NewInfrastructure Investments Specialist Career Launch AIInfrastructure Investments SpecialistNew York, NY$140,000–$185,000The Infrastructure Investments Specialist supports investment teams by analyzing infrastructure investment opportunities, monitoring portfolio performance, and assisting with project execution and reporting. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in infrastructure investing, project finance, and portfolio management.
NewSecondary Investments Specialist Career Launch AISecondary Investments SpecialistNew York, NY$140,000–$185,000The role requires strong analytical skills, market knowledge, and transaction experience to support the firm’s investment team in acquiring interests in existing funds or portfolios from current investors. Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degrees or CFA a plus.
NewOpportunistic Investments Specialist Career Launch AIOpportunistic Investments SpecialistNew York, NY$140,000–$185,000The Opportunistic Investments Specialist supports investment teams by analyzing, executing, and monitoring flexible, event-driven investment opportunities across multiple asset classes. This position involves close collaboration with portfolio managers, deal teams, risk management, and operations to ensure efficient execution and robust monitoring of opportunistic investments.
NewCo-Investment Specialist Career Launch AICo-Investment SpecialistNew York, NY$140,000–$185,000The role involves close collaboration with portfolio managers, investment committees, legal and compliance teams, and external partners to evaluate opportunities, execute transactions, and monitor co-investment performance. The Co-Investment Specialist supports investment and portfolio teams by analyzing, executing, and monitoring co-investment opportunities alongside primary fund investments.
Investment Specialist [Multiple Positions Available] JPMorgan Chase & CoInvestment Specialist [Multiple Positions Available]New York, NYSkills Required: This position requires experience with the following: Using Bloomberg Terminal to analyze and interpret market and portfolio data across markets; designing and implementing end-to-end, API driven Python workflows for quantitative fixed income analytics covering rates, spreads, yields, returns, and generating customized client presentations; utilizing end-to-end fixed income portfolio management including portfolio construction, risk budgeting, and the analysis of market dynamics for articulating Short-term Fixed Income Investment Strategies to institutional clients; performing return and risk attribution using Bloomberg to isolate, quantify, and explain the drivers of portfolio performance encompassing both returns and risk; fixed income, portfolio management, understanding, and a strong command of bond math and mechanics. QUALIFICATIONS: Minimum education and experience required: 3 or 4 - year Bachelor''s degree in Mathematics, Finance, Economics, Business Management, or related field of study plus 2 years of experience in the job offered or as Investment Specialist, Investment Analyst, Research Analyst, or related occupation.
NewSecondary Investments Specialist Initio CapitalSecondary Investments SpecialistNew York, NY$145,000–$185,000Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer). For more information on the Career Launch AI Talent Network , visit: https://initiocapital.com/assessment.
NewInvestment Insights Specialist Career Launch AIInvestment Insights SpecialistNew York, NY$140,000–$185,000Investment Insights Specialists support investment teams by providing data-driven insights, analyzing portfolio and fund performance, and producing reports that guide strategic decision-making. The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching.
Investment Operations Specialist Career Launch AIInvestment Operations SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset managers, hedge funds, private equity firms, investment advisors, fund administrators, or fintech platforms), asset class focus, and organizational structure. The role combines transaction processing, data oversight, and cross-functional coordination to support portfolio managers and traders while maintaining strong operational controls.
NewInvestment Performance Specialist Career Launch AIInvestment Performance SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, fixed income, real estate, alternatives), and investment strategy. These roles often involve close collaboration with portfolio managers, risk teams, operations, and finance to ensure accurate performance tracking, attribution, and reporting to internal and external stakeholders.
Alternative Investments Private Markets Technical Specialist Bank of America CorpAlternative Investments Private Markets Technical SpecialistNY$183,700–$330,800 / yearQualifications:12+ years of financial services product and/or sales experienceDirect experience and expertise in alternative investment products, specifically with Private Equity, Credit & Real EstateExtensive regional travel capability, 50-60%Hold or attain Series 7 and 66 licenses within 120 days of hireExceptional written and verbal communicationUndergraduate degree in Finance, Marketing or Business (MBA, CFA, CAIA preferred) or equivalent experienceInternal employees who are currently working from home are still eligible to apply. Responsible for driving distribution, advisor engagement, and client adoption of private equity, private credit, and real asset solutions, while supporting existing client assets and prospecting UHNW and institutional investors across Merrill and Bank of America Private Bank.
Asset Management - International Equities Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - International Equities Investment Specialist - Executive DirectorNew York, NYFull timeYou will collaborate with portfolio managers, client advisors, and many internal teams, including RFP, Marketing, Product Strategy, and Account Management, to promote business growth and deliver superior client service. 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.
Asset Management - Equity Investment Specialist - Associate JPMorgan Chase Bank, N.A.Asset Management - Equity Investment Specialist - AssociateNew 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.
NewInvestment Execution Specialist Initio CapitalInvestment Execution SpecialistNew York, NY$145,000–$185,000Investment Execution Specialists support the execution of strategic investments and transactions, including mergers and acquisitions (M&A), minority investments, and partnership transactions. These roles focus on coordinating diligence, financial analysis, and deal execution workflows, and often involve close collaboration with investment teams, finance, legal, operations, and senior leadership.
Investment Pipeline Specialist Initio CapitalInvestment Pipeline SpecialistNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals.
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.
Asset Management - Private Credit Investment Specialist - Vice President JPMorgan Chase Bank, N.A.Asset Management - Private Credit Investment Specialist - 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.
Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President JPMorgan Chase Bank, N.A.Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice PresidentNew York, NYFull timeCollaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends . Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements .
NewInvestment Governance Specialist Career Launch AIInvestment Governance SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset manager, hedge fund, private equity firm, fund administrator, or alternative investment platform), fund structure, asset class focus, and regulatory jurisdiction. Actual openings may vary based on employer type (asset manager, institutional investor, private capital firm, pension fund, endowment, or multi-asset investment platform), investment strategies, and regulatory environment.
Asset Management - MAS Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - MAS Investment Specialist - Executive DirectorNew York, NYFull timeExpertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred . Reporting to the Head of U.S. Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients.
Asset Management -Investment Specialist, Private Markets - Managing Director JPMorgan Chase Bank, N.A.Asset Management -Investment Specialist, Private Markets - Managing DirectorNew York, NYFull timeMorgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with significant growth opportunities in the U.S. market. You will partner with direct investment team investment specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy.
NewInvestment Origination Specialist Career Launch AIInvestment Origination SpecialistNew York, NY$140,000–$185,000This role involves close collaboration with portfolio managers, investment analysts, business development teams, and legal/compliance functions to ensure smooth execution of investment opportunities. The Investment Origination Specialist supports investment teams by identifying, evaluating, and structuring new investment opportunities across private and public markets.
NewInvestment Support Specialist Career Launch AIInvestment Support SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, credit), and investment strategies. The role requires strong analytical and organizational skills, attention to detail, and the ability to manage multiple investment workflows simultaneously.
NewInvestment Optimization Specialist Career Launch AIInvestment Optimization SpecialistNew York, NY$140,000–$185,000Investment Optimization Specialists work closely with portfolio managers, investment teams, and operations teams to enhance portfolio performance and optimize the allocation of capital across investment strategies. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on enhancing investment performance, improving portfolio efficiency, and optimizing capital deployment.
NewInvestment Advisory Specialist Career Launch AIInvestment Advisory SpecialistNew York, NY$140,000–$185,000Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.
NewInvestment Strategy Specialist Career Launch AIInvestment Strategy SpecialistNew York, NY$140,000–$185,000It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on investment research, portfolio strategy, asset allocation, and long-term capital planning . Investment Strategy Specialists support investment leadership and portfolio teams by analyzing markets, developing investment frameworks, and contributing to portfolio construction and asset allocation decisions .
U.S. Private Bank - Associate - Investment Specialist (GIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Associate - Investment Specialist (GIO)New 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.
U.S. Private Bank - Investment Specialist - Vice President/Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President/Executive DirectorNew 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.
U.S. Private Bank - Investment Specialist - Associate (GIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Associate (GIO)New 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.
International Private Bank- Investment Specialist- Executive Director JPMorgan Chase Bank, N.A.International Private Bank- Investment Specialist- Executive DirectorNew 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. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Real Estate Wealth Management Investment Specialist - Executive DirectorNew York, NYFull timeNew York,NY $200,000.00 - $350,000.00 / year; Los Angeles,CA $200,000.00 - $350,000.00 / year; Chicago,IL $200,000.00 - $350,000.00 / year; San Francisco,CA $200,000.00 - $350,000.00 / year . Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
Alternative Investments Product Specialist - Mid-Atlantic & Northeast Capital Integration Systems LLCAlternative Investments Product Specialist - Mid-Atlantic & NortheastNew York City, NY$150,000–$200,000 / 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 their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Mid-Atlantic and Northeast markets as well as supporting product and distribution teams with fund manager coverage and client engagement.
NewSpecialist, Investment and Trade Client Services Franklin Resources IncSpecialist, Investment and Trade Client ServicesNew York, NY$95,700–$112,600 / yearDevelop and implement new initiatives and assist with process re-engineering projects for all corporate action related initiatives including internal technology improvements as well as implementing external custodian-based solutions. To thrive in the Investment and Trade Client Services team, you can successfully juggle multiple priorities and are invigorated to work in a deadline driven environment.
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.
Wealth Management, Senior Alternative Investment Specialist - New York, Managing Director JPMorgan Chase Bank, N.A.Wealth Management, Senior Alternative Investment Specialist - New York, Managing DirectorNew York, NYFull timeThe team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai Responsibilities will include: 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.
Senior Specialist - Solutions & ALM, Investments AXA SASenior Specialist - Solutions & ALM, InvestmentsNew York, NY$107,600–$161,400 / yearBy combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business property, casualty, professional, financial lines and specialty. Monitor global markets and cross-asset opportunities to provide insights and optimize portfolio positioning through derivatives strategies Work closely within team and brokers contributing towards analysis implementation and monitoring of various derivative trades.
Asset Management, Multi-Asset Solutions Investment Specialist, Vice President JPMorgan Chase Bank, N.A.Asset Management, Multi-Asset Solutions Investment Specialist, Vice PresidentNew York, NYFull timePresent market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars. As an Investment Specialist - Vice President in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client-facing, analytical, and reporting work.
Public Platforms Solutions Specialist - Investment Management - Vice President Morgan StanleyPublic Platforms Solutions Specialist - Investment Management - Vice PresidentNY$110,000–$225,000 / yearDUTIES AND RESPONSIBILITIES: • Define and drive the service strategy for the public investment platform • General support of the Public Platform team, which may include project management or strategic solutioning for Public Markets business needs • Serve as key escalation point for service issues for the public investment platform • Manage issues and priorities for internal stakeholders across investment teams, Trading, Operations, and Technology • Liaise with platform vendor to manage issues resolution, enhancement requests, development roadmaps and continuous product/platform education • Head governance forums to promote communication and alignment across internal cross-functional support areas • Participate in hiring and managing a team to bolster the overall support function, including platform administration (entitlements, governance, invoicing etc.) • Manage internal user training processes and remediation of issues • Assess existing platform issues to advise on gaps; provide insights and ideas to improve service approach based on experience and industry best practices. Knowledge/Skills: • Experience in a client support function for portfolio analytics software and/or trading systems; specific experience with BlackRock Aladdin preferred • Enthusiasm for improving client experience, with a penchant for problem-solving and an "owner" mindset • Familiarity of Accounting, Middle Office Operations, and/or Trading workflows • Demonstrated ability to prioritize issues and serve stakeholders' needs proactively • Prior managerial/professional leadership experience preferred (e.g.
Investment Screening Specialist Initio CapitalInvestment Screening SpecialistNew York, NY$50–$200We support fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, investment screening talent, investor relations, networking, training, and job placement into a single platform. Former investment banking, private equity, venture capital, asset management, or senior consulting professionals with 5+ years of transaction or investment selection experience.
Lead Institutional Investment Operations Specialist - Tax Operations Wells Fargo & CoLead Institutional Investment Operations Specialist - Tax OperationsNY$120,000–$196,000 / 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 Management Specialist Bank of America CorpInvestment Management SpecialistNY$55,000–$96,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.
Investment Product Specialist [Multiple Positions Available] JPMorgan Chase Bank, N.A.Investment Product Specialist [Multiple Positions Available]New York, NYFull timeQUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics or related field of study plus 7 years (84 months) of experience in the job offered or as Investment Product Specialist, Equity Strategist, Cross Asset Analyst, Equity Strategy Analyst, or related occupation. 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.
NewETF Capital Markets Specialist - Officer, State Street Investment Management State Street CorpETF Capital Markets Specialist - Officer, State Street Investment ManagementNew York, NY$75,000–$123,750 / yearFurthermore, this role will support our business development efforts with market makers, broker dealers, and exchanges in seeking broader support for our ETF franchise from a liquidity provision perspective, particularly with top tier firms providing Lead Market Making and Agency AP services to the marketplace. Key Responsibilities: Manage relationships and communications with lead market makers, authorized participants, liquidity providers, and data partners to optimize SPDR ETF trading outcomes.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistNew York, NYFull timeChase 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. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Asset Management - Investment Platform Specialist - Morgan Institutional - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Investment Platform Specialist - Morgan Institutional - Executive DirectorNew York, NYFull timeThe platform offers our clients access to JPMorgan Asset Management's (JPMAM) best in class digital tools, allowing them to analyze their investment portfolios, view deep analytics on their risk exposures, review performance, initiate cash flows into and out of their entitled positions, and gain valuable insights from JPMAM market strategists and investment professionals. Job summary: As an Investment Platform Specialist (Morgan Money) Executive Director on the Asset Management Morgan Money team you will become an expert in in the platform working with internal partners on delivering on strategic goals.
Investment Banking Specialist - M&A Focus MercorInvestment Banking Specialist - M&A FocusNew York, New YorkRemote$1,750–$2,150Annotate, label, and validate data across investment banking use cases like financial statement analysis and capital structure optimization. Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring.
NewAlternative Investments Internal Consultant - RRB T. Rowe PriceAlternative Investments Internal Consultant - RRBNew York, NY$108,000–$184,000 / yearQualifications Required: Bachelor’s degree, 2+ years of sales experience FINRA Series 7 (63/65 or 66) Preferred: Ideal candidate has previous experience selling within intermediary markets Understanding of the consultative sales process Passion for capital markets and alternative investments Skilled at developing deep, trusting internal and external relationships Strong data analysis skills Aptitude with Excel and Salesforce Ability to work collaboratively in a driven, team-based environment, juggling and prioritizing responsibilities across multiple cohorts and personalities High attention to detail Strong consultative, client service, and relationship building skills Strong interpersonal skills and ability to flex to the client Flexibility and the ability to grow and change within an evolving organization Proven results using a consultative sales process Sophisticated presentation and communication skills FINRA Requirements FINRA licenses are required and will be supported for this role. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States.
Senior Associate or Vice President Investment Banking Technology and Infrastructure The Harrison Rush GroupSenior Associate or Vice President Investment Banking Technology and InfrastructureNew York, NY$225,000–$275,000 / yearThe team focuses exclusively on clients utilizing technology to accelerate the transformation of core infrastructure systems—including energy, transportation, food, water, and waste—to be lower carbon, more efficient, and digitally networked. With over 120 dedicated professionals across major financial hubs globally (including New York, San Francisco, London, Zurich, Paris, Tokyo, Hong Kong, Singapore, and Sydney), we work seamlessly on our clients' behalf.