Investment & Corporate Banking - Technology, Media & Telecommunications (Tmt), Associate Mizuho Financial groupInvestment & Corporate Banking - Technology, Media & Telecommunications (Tmt), AssociateNew York, NY$175,000–$225,000 / yearAbout the Role: Mizuho Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources.
Investment & Corporate Banking – Technology, Media & Telecommunications (TMT), Associate MizuhoInvestment & Corporate Banking – Technology, Media & Telecommunications (TMT), AssociateNew York, New York$175,000–$225,000 / yearMizuho Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources.
Sr. Merchant Business Advisor Keybank National AssociationSr. Merchant Business AdvisorTarrytown, NY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Deal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA or Bay Area) RSM US LLPDeal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA or Bay Area)New York, NY$181,900–$397,700 / yearThe Value Creation team partners with private equity funds and their portfolio companies to identify, quantify, and capture EBITDA improvement opportunities - driving enterprise value through revenue growth, cost optimization, operational performance, and post-close integration. Team members work collaboratively as one team with colleagues across Deal Services and Management Consulting and benefit from extensive exposure to senior investment professionals, company executives, and firm leadership.
Director, Cash Management & Payments Solutions (New York City, NY, US, 10281) The Bank of Nova ScotiaDirector, Cash Management & Payments Solutions (New York City, NY, US, 10281)New York City, NY$185,400–$310,600 / yearServe as a payments and cash management solutions subject matter expert with Treasury Management Officer (TMO) on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends; Offering technical and product related assistance and solutions to TMOs in pursuit of new clients and/or in support of expansion opportunities with existing clients; either on the phone or in-person sales presentations. Create an environment in which his/her team 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.
Analyst, Corporate Finance Advisory (New York City, NY, US, 10281) The Bank of Nova ScotiaAnalyst, Corporate Finance Advisory (New York City, NY, US, 10281)New York City, NY$120,000–$130,000 / yearGuided 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. Global Banking and Markets (GBM) is a leading Canadian capital markets and investment banking business with a growing platform in the US and Latin America, operating globally for over 100 years.
Director/Managing Director, Fund Banking (Fund Finance) StifelDirector/Managing Director, Fund Banking (Fund Finance)New York, New YorkFull timeWhat You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Deal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area) RSMDeal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area)New York, NY$181,900–$397,700 / yearThe Value Creation team partners with private equity funds and their portfolio companies to identify, quantify, and capture EBITDA improvement opportunities - driving enterprise value through revenue growth, cost optimization, operational performance, and post-close integration. Team members work collaboratively as one team with colleagues across Deal Services and Management Consulting and benefit from extensive exposure to senior investment professionals, company executives, and firm leadership.
Vice President - Industrials M&A Alantra Partners SAVice President - Industrials M&ANew York, NY$170,000–$195,000 / yearAlantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. In Alternative Asset Management, Alantra offers its client unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital).
Investment Banking Debt Advisory & Restructuring Associate Oppenheimer & Co. Inc.Investment Banking Debt Advisory & Restructuring AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking Associate - Consumer and Retail Oppenheimer & Co. Inc.Investment Banking Associate - Consumer and RetailNew York, NY$170,000–$190,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Senior Manager, Family Office AnchinSenior Manager, Family OfficeNew York, NY$165,000–$250,000 / yearThis role will be responsible for managing complex client relationships, overseeing the delivery of family office services, and leading multidisciplinary teams to provide integrated solutions across accounting, tax, reporting, wealth transfer, and business management matters. The Senior Manager, Family Office Services at Anchin will serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, and closely held businesses.
Sr. Merchant Business Advisor KeyCorpSr. Merchant Business AdvisorTarrytown, NY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client''s trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker''s assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Investment Banking Healthcare Life Sciences Senior Analyst Oppenheimer & Co. Inc.Investment Banking Healthcare Life Sciences Senior AnalystNew York, NY$115,000–$130,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking Healthcare M&A Associate Oppenheimer & Co. Inc.Investment Banking Healthcare M&A AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Director/Managing Director, Fund Banking (Fund Finance) Stifel Financial CorpDirector/Managing Director, Fund Banking (Fund Finance)New York, NYDirect experience in a business development role engaging with VC/PE funds Knowledge of structuring and managing Fund Finance credit facilities Knowledge of treasury management and depository needs of VC/PE firms and their fund administrators Exposure and pre-existing relationships within the VC/PE ecosystem Effective communication skills to properly interact with prospective clients, including senior partners at VC/PE firms Experience managing effective teams Strong team leadership skills with experience recruiting, coaching and developing talent pipeline Outgoing and confident personality with the ability to attend many in-person industry events within the VC/PE ecosystem. Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated "VC/PE").
Business Relationship Manager Senior - Deepening JPMorgan Chase & CoBusiness Relationship Manager Senior - DeepeningSaddle Brook, NJManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
NewBusiness Relationship Manager Senoir- Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senoir- Deepening - Vice PresidentNew Hyde Park, NYManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentNYManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
AI Strategist, Principal HebbiaAI Strategist, PrincipalNew York, NY$225,000–$300,000 / yearA senior professional with 10+ years of experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment research), professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing and leadership responsibilities. This is a senior, client-facing role suited for deeply experienced investment bankers, institutional investors, corporate lawyers, accountants, management consultants or corporate finance executives who can engage at the highest levels of the industry and translate complex business needs into transformative AI solutions.