Analyst, Investment Banking - Private Capital Advisory (GP-Led Secondaries) Moelis & CoAnalyst, Investment Banking - Private Capital Advisory (GP-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Sr. Client Associate, Latin America Private Banking & Wealth Management Brown Brothers Harriman & CoSr. Client Associate, Latin America Private Banking & Wealth ManagementNew York, NY$100,000–$120,000 / yearRisk Management & Administration: Exercise sound, professional judgment on behalf of clients, while avoiding risks to the firm and demonstrating 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, and completing documentation and written records of meetings and discussions. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Private Equity Product Strategies Associate KKR & Co IncPrivate Equity Product Strategies AssociateNew York, NY$120,000–$175,000 / yearThe Private Equity Product Strategies team, which is part of KKR's Global Client Solutions (KCS) team, works exclusively with the firm's Private Equity platform to provide ongoing LP support including raising, marketing and structuring funds, as well as maintaining an ongoing dialogue with investors. Other ad-hoc tasks for the KCS Product Strategy team include creating quarterly presentations, consistently updating marketing materials, and drafting letters to communicate complex and nuanced topics to a wide range of audiences.
Associate, Investment Banking - Private Capital Advisory (LP-Led Secondaries) Moelis & CoAssociate, Investment Banking - Private Capital Advisory (LP-Led Secondaries)New York, NY$175,000–$225,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Perform portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; prepare marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Product Associate, Global Private Banking Chief Data Office (CDO) JPMorgan Chase & CoProduct Associate, Global Private Banking Chief Data Office (CDO)Jersey City, NJYou contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. As a Product Associate in Global Private Banking Chief Data Office (CDO) group, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
Business Development Director- Private Equity EisnerAmperBusiness Development Director- Private EquityIselin, NJRemoteOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. This individual will be responsible for cultivating strategic relationships with PE firms and their portfolio companies, identifying opportunities to deliver EisnerAmper's full suite of accounting, tax, and consulting services.
Private Banking Branch Manager Patriot BankPrivate Banking Branch ManagerStamford, CTPerform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information as needed. Participate in local community, civic and business organizations to establish the bank's presence, generating new business and cultivate referrals.
Relationship Manager - Private Banking Flagstar Bank NARelationship Manager - Private BankingNew York, NY$100,000–$125,000 / yearReviews various reports including check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports; investigate & approve when needed. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
Credit Analyst II - Private Banking Flagstar Bank NACredit Analyst II - Private BankingHicksville, NY$58,176–$95,799 / yearAnalysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills. This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. 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.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Analyst, Investment Banking - Private Capital Advisory (Lp-Led Secondaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Lp-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Analyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase Bank, N.A.Product Designer, Advisor Experience - Private Bank Digital, Senior AssociateNew York, NYFull timeIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Associate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries)New York, NY$175,000–$225,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Perform portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; prepare marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
2027 Investment Banking Analyst I Private Capital Advisory New York, NY Raymond James & Associates2027 Investment Banking Analyst I Private Capital Advisory New York, NYNew York, New York$70,000–$105,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Private Banking Lending & Portfolio Manager Wilmington TrustPrivate Banking Lending & Portfolio ManagerNew York, New YorkBachelor’s degree and a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience. Manage three distinct functions supporting Private Banking activities, including client-facing support for the Custom Credit Advisors and Associates, SBL (Securities-Based Lending) Specialists and Portfolio management.
Global Banking and Markets - Private, Fund Finance Capital Markets, Analyst/Associate - New York The Goldman Sachs Group IncGlobal Banking and Markets - Private, Fund Finance Capital Markets, Analyst/Associate - New YorkNew York, NY$150,000–$225,000 / yearThe Fund Finance Capital Markets team specifically works on capital markets transactions, including CFOs, rated feeders, GP financings, GP Stakes financings and other fund finance transactions syndicated to the market. The Global Fund Finance business within the Capital Solutions Group in Global Banking & Markets provides financing and capital markets solutions across the private markets ecosystem.
HNW Lending Product Support Associate Morgan StanleyHNW Lending Product Support AssociatePurchase, NY$58,000–$115,000 / yearMorgan Stanley Wealth Management ("MSWM") is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 17,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work. 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.
Deposit Product- Associate Morgan StanleyDeposit Product- AssociateNew York, NY$58,000–$115,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management clients. 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.