We are seeking a highly detail-oriented and proactive Portfolio Management Product Support to join our Corporate team. In this role, you will support day-to-day margin processes across multiple regions (APAC, EU, US), collaborating closely with internal teams such as Market Risk, Credit Risk, and Client Services. The ideal candidate will bring a strong analytical background, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities:
Conduct daily margin checkouts across APAC, EU, and US regions.
Collaborate with Market Risk, Credit Risk and Business teams to ensure margin requirements are accurate and escalate discrepancies as needed.
Monitor and support data entry and analysis within the firm's margin system (Advent Syncova).
Act as a primary contact for Prime Services, Market Risk, Credit Risk, and other internal stakeholders.
Execute overrides provided by Risk Management in the Syncova Margin System for both Synthetic and Cash Prime Brokerage accounts.
Engage with Client Service Representatives and clients to support margin-related inquiries and requests.
Provide ad-hoc reporting and data output as requested by various internal teams.
Assist in the onboarding process for new clients, including system testing and support.
Escalate and prioritize issues to the appropriate teams to ensure timely resolution.
Qualifications & Skills:
Extremely detail-oriented with strong analytical capabilities.
Solid experience with SQL; able to code business logic using stored procedures, functions, and triggers.
Proven ability to manage multiple requests and tasks within a collaborative team environment.
Excellent follow-up and organizational skills.
Strong sense of urgency and ability to act decisively.
Exceptional knowledge retention and the ability to learn quickly in a dynamic setting.
Preferred Experience:
Previous experience in a Prime Brokerage, Margin Operations, or Risk Management support role.
Familiarity with Advent Syncova or similar margin systems.
Primary Location Full Time Salary Range of $100,000 - $120,000.
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$100k-120k yearly Auto-Apply 60d+ ago
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Equity Research Associate - Biotechnology
Jefferies 4.8
New York, NY job
Responsibilities:
Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Building and maintaining financial models
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
Proficiency in written/verbal communication
1+ year's experience in biopharmaceuticals equity research
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, team player
Primary Location Full Time Salary Range of $135,000 - $165,000.
$135k-165k yearly Auto-Apply 54d ago
LionTree - 2027 US Advisory Summer Analyst - NY
Liontree 4.0
New York, NY job
LionTree is a differentiated global investment and merchant banking firm focused on companies in the technology, media, telecom and consumer-related industries. LionTree was founded in 2012 and has offices in New York, San Francisco, and London to serve a global client base. LionTree has built a successful track record by leveraging its unique insights and relationships to assist clients across its integrated product set: Investment Banking Advisory, Public Markets / IPO Advisory and Merchant Banking Investments.
Since our formation, LionTree has advised on over $850bn of deal volume across over 300+ transactions. LionTree represents clients ranging from large-cap leaders to emerging growth companies. Select notable transactions include: advising Naver on its $1.2bn acquisition of Poshmark, Take-Two Interactive on its $12.7bn acquisition of Zynga, The Athletic on its sale to the New York Times, MGM Studios on its $8.5bn sale to Amazon, WarnerMedia (AT&T) and Discovery's ~$140bn merger, Viacom on its $47bn merger with CBS, Pandora on its $3.5bn sale to SiriusXM, and Charter on its $78.7bn acquisition of Time Warner Cable.
Program Description:
LionTree offers a 11-week summer analyst program for rising seniors. As a summer analyst, you will be fully immersed in the day-to-day activities of our New York office. The program is designed to provide a realistic view of our full-time Investment Banking Analyst Program. Upon completion of the program, Summer Analysts have the opportunity to receive full-time Analyst offers for a post-graduation start date.
As a summer analyst, you will:
Obtain a strong foundation in financial analysis through training from LionTree professionals as well as third-party providers
Have the opportunity to work on live client assignments alongside LionTree deal teams
Present financial and strategic analysis to the firm's leadership during your final project
Attend orientation and firm events where you will learn about LionTree and the industry while meeting members of the firm globally
Gain access to an invaluable peer network of interns, as well as senior firm leaders and other peers through an assigned mentorship team
$88k-136k yearly est. Auto-Apply 27d ago
Investment Banking Vice President - Business Services
Jefferies Financial Group Inc. 4.8
New York, NY job
Group Description:
Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors, including Automotive, Building Products, Business Services, Chemicals, Diversified Industrials, Electrical Equipment, Engineering & Construction, Industrial and Environmental Services, Machinery, Steel and Metals, Paper and Packaging, Aviation, Transportation and Logistics.
Position:
The Global Industrials Group is actively looking for an experienced Vice President for our New York office. As a Vice President in the Investment Banking team covering Business Services, you will lead transaction execution, manage client relationships, and provide strategic advisory across a diverse and dynamic set of service-based industries. These sub-verticals include both blue- and white-collar segments, such as HR & Professional Services, Business Process Outsourcing, Education Services, Commercial & Residential Services and Environmental, Infrastructure & Sustainability Services. The role will provide an opportunity to work across all investment banking products, including M&A Advisory, Debt Financings and Equity Financings.
Primary Responsibilities:
As a Vice President in the group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients across Business Services. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations;
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models;
Analyzing business plans and participating in due diligence sessions;
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s;
Leading drafting sessions;
Preparing and managing the delivery of internal deal memos.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. VPs in the Global Industrials Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
Minimum Requirements:
· Bachelor's degree from an accredited college or university AND 5+ years of Investment Banking experience in Business Services or a sector coverage group OR MBA degree (or equivalent graduate degree) from an accredited college or university AND 3-4 years of Investment Banking experience in Business Services or a sector coverage group
· Financial modeling coursework, training, or experience
· Live in New York or willing to relocate
Base Salary: $275,000
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$275k yearly Auto-Apply 60d+ ago
Technical Account Manager
Cantor Fitzgerald 4.8
New York, NY job
As part of the Integration team, the Candidate will be responsible for supporting external clients with the development and rollout of company's proprietary APIs and financial products globally. The Candidate will work closely with customers & vendors and internal sales & development teams to coordinate e-trading and STP integration projects and development. The Candidate will also be expected to work/interface with multiple lines of business and geographies.
This is not a development position; instead, it requires someone with a breadth of technical, business and support skills mainly in the Fixed Income area. Excellent communication and first-class customer and business facing skills are essential. Flexible working hours may be required.
Duties and responsibilities:
Provide technical and development support to external investment banking clients and software vendors utilizing company's proprietary binary APIs & FIX for market data, order entry and STP in various financial products.
Partner and support Sales on pre and post-engagements with clients for potential integration projects for e-trading.
Liaise with internal development to intelligently build enhancements to integration solutions based on client and business feedback.
Work with external software vendors that have integrated with our systems, or vice versa.
Co-ordinate the release of new APIs and enhancements with external clients.
Follow up with technical leads at banks provided by Sales team.
Accompany Sales teams to client demos and calls, advise and participate in technical discussions regarding functionality, features, connectivity, development and test efforts.
Test enhancements & new releases, demonstrate to Sales, and coordinate its rollout with Sales, clients, and internal implementation and support teams
Identify and manage client integration issues. Provide 3
rd
level of support for production issues relating to API usage.
Document procedures and training internal support teams
Experience required:
5+ years of client facing experience.
5+ years of binary and FIX protocol experience.
Financial industry / Capital market experience, specifically in futures markets.
Exposure to third-party trading software and connectivity vendors.
Experience with VeriFIX or similar software for testing and certification.
Development experience with Java or C++ is recommended.
Familiarity with Linux/ Unix.
Familiarity with networking protocols such as TCP/IP / UDP.
Skills:
Ability to prioritise, take full ownership and responsibility of various tasks without losing attention to detail.
Excellent communication & interpersonal skills. Ability to work alone and as part of a team, and under pressure.
Self-starter, flexible and adaptable. Proactive and enthusiastic attitude to their work
The expected base salary for this position ranges from $120,000 to $175,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
$120k-175k yearly Auto-Apply 60d+ ago
Associate - Market Risk Analyst
Cantor Fitzgerald 4.8
New York, NY job
This position offers the opportunity to work closely with trading desks and senior risk managers, contributing to the firm's ability to identify, assess, and mitigate market risk. The ideal candidate will have experience with Risk Metrics, Bloomberg, and Fidessa combined with a solid foundation in risk management principles and financial markets. They will also have strong technical expertise in SQL.
What We're Looking For
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related discipline.
2-5 years of experience in market risk management, with emphasis on equities and FX.
Strong programming skills, particularly in SQL, for data analysis and reporting.
Solid understanding of market risk concepts such as VaR, stress testing, Greeks, and liquidity risk.
Familiarity with financial instruments including equities, ADRs, FX spot/forwards/swaps.
Direct experience with Risk Metrics, Bloomberg, and Fidessa is strongly preferred.
Excellent communication skills and the ability to collaborate effectively across teams.
Adaptability to thrive in a fast-paced environment while managing multiple priorities.
What You'll Do
Monitor and analyze real-time and end-of-day market risk exposures across domestic and international equities in principal and market making activity.
Build, enhance, and maintain SQL-based tools and queries to support risk analytics and reporting.
Partner with traders and senior risk managers to develop and implement effective risk mitigation strategies.
Prepare clear and concise reports on market risk metrics, presenting insights to key stakeholders.
Ensure adherence to internal risk policies and regulatory standards.
Support the continuous improvement of risk management frameworks, processes, and systems.
$99k-142k yearly est. Auto-Apply 60d+ ago
Assistant, Property
Cantor Fitzgerald 4.8
Rutherford, NJ job
Provide assistance to a team of Property Managers in all administrative aspects of property management administration and reporting. Lead member and first (telephone) response for tenant/customer service requests serving a portfolio of investment and corporate properties. Compile, and assist in the preparation of, various monthly (and other periodic) property operational, administrative and financial reports. Administrative duties require broad experience, skill and knowledge of organization policies and practices for a specific group or individual. Analysis and determination of information requests and follow-up. May directly assist in budget preparation and control activities.
ESSENTIAL DUTIES:
Ensure financial controls and business processes are in place relative to processing, monitoring, analyzing and reporting all expenditures. Where lacking, assist in developing programs to support the business needs.
Coordinate with Property Managers in property-related documents administration - memoranda, letters, monthly reports, proposals, and other projects from draft using company software packages such as spreadsheets, word processing and graphics. Create transcription from Dictaphone. Ensure timeliness and accuracy of documents.
Coordinate tenant service requests pertaining to property operations and administration. Maintain a professional image to internal and external callers. Delegate calls to property service technicians and follow up with tenant and/or property manager as required.
Compile information, prepare and update reports or process other documents as required: Lease Abstracts, Vendor Insurance Certificates, Vendor Service Agreements, Vendor Invoices and Service Records, Property Emergency Call Lists, Tenant Contact Lists, etc.
Develop and maintain property filing & tracking systems for reports and documents identified above.
Assist Property Managers in the annual budget preparation and development.
Administer and print various property accounting reports (as produced by the company's accounting software) for Property Manager review or compilation in the property monthly (or other periodic) reports - Accounts Receivable, Check Register, Variance Report, General Ledger, Rent Roll, etc.
Administer vendor, RE Tax and other property invoices. Date stamp, code/process for Property Manager review/approval and enter into the accounting system.
Organization and scheduling of meetings. Prepare/organize items in relation to meetings, including but not limited to, site reservation, preparation of necessary materials, interaction with attendees, etc.
Assist Property Managers in the monthly billing, periodic tenant billing adjustments (PTAR's) and subsequent collections of monthly tenant rent and other tenant receivables.
Oversee copying, faxing and mail distribution within designated area. Monitor and order general office supplies as needed. Ensure assigned office equipment is adequately maintained and secure. Contact and coordinate with vendors to service or repair equipment.
May perform other duties as assigned.
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's Degree or High School Diploma/General Education Degree (GED) and a Minimum 3-4 years previous related experience preferably in a Real Estate Background.
Proficient in MS Word, MS Excel, E-Mail.
Working knowledge of Internet and Internet Searching Techniques.
Ability to work independently with minimal supervision.
Flexibility to handle changing priorities and projects.
Ability to prioritize workload with an attention to detail and willingness to complete projects in a timely and efficient manner.
Strong proofreading and editing skills.
Strong business vocabulary, grammar, and effective communication skills.
Discretion regarding personnel and industry-related matters.
Excellent interpersonal skills.
Attention to detail.
Broker or salesman license as required for property management in the state/s where business is transacted.
Minimum of 8 years' experience in property operations.
Knowledge in all aspects of business including leasing and construction management.
Must have been responsible for a portfolio of three or more projects with direct reports.
Valid real estate license in States that require it.
May perform other duties as assigned
BENEFITS AND PERKS:
Industry leading Parental Leave Policy (up to 16 weeks)
Generous healthcare
Bright Horizons back-up care program
Generous paid time off
Education reimbursement
Referral Program
Opportunities to network and connect.
Salary: $40000 - $45000 annually
The expected base salary for this position ranges from $40000 to $45000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law
$40k-45k yearly Auto-Apply 28d ago
Investment Banking Associate- Healthcare
Jefferies Financial Group Inc. 4.8
New York, NY job
Investment Banking Associate - Healthcare Services and Technology GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Associate to join our Healthcare Services and Technology team. The ideal candidate will be a first- or second-year Associate supporting senior bankers in executing transactions and developing client relationships across the healthcare services and technology sectors.
PRIMARY RESPONSIBILITIES:
* Support execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization, and strategic advisory transactions
* Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
* Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
* Analyze detailed corporate and financial information, as well as conduct due diligence
* Build financial operating models and valuation models
* Conduct industry and product research
* Collaborate with senior bankers and cross-functional teams across the firm
* Attend and participate in client meetings and contribute to building and maintaining client relationships.
* Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS:
* Bachelor's degree from an accredited institution
* 3+ years of healthcare investment banking experience, ideally in Healthcare Services, Healthcare Technology, Medical Technology, or a M&A group
* Detail-oriented with exceptional critical thinking and problem-solving abilities
* Ability to manage a variety of transactions and projects simultaneously
* Resourceful self-starter; able to work autonomously and a team player
* Excellent interpersonal skills
* Strong technical, written and verbal communication skills
* Currently based in New York, or willing to relocate
Salary Range of $150,000-$225,000
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$150k-225k yearly Auto-Apply 22d ago
Equity Research Associate - Biotechnology
Jefferies Financial Group Inc. 4.8
New York, NY job
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies. Responsibilities will include: * Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
* Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
* Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
* Delving into intellectual property and following patent litigation concerning pharmaceuticals
* Building and maintaining financial models and powerpoint decks
* Conceiving and executing on differentiated project ideas
* Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
* 1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
* Science background required; MD or PhD preferred
* Motivated to rise in the sell-side industry in the long-term
* Hard-working, attention to detail, team player
* Sharp analytical skills in dissecting preclinical and clinical data
* Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
* High proficiency in written/verbal communication
* Can type >120 words per minute
* Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
* Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 22d ago
Investment Banking Associate, Healthcare (Biotech and Specialty Pharma)
Jefferies Financial Group Inc. 4.8
New York, NY job
GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia.
POSITION:
The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team.
PRIMARY RESPONSIBILITIES:
* Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions
* Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses
* Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
* Analyze detailed corporate and financial information, as well as conduct due diligence
* Build financial operating models and valuation models
* Conduct industry and product research
* These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS / DESIRED EXPERIENCE
* Bachelor's degree from an accredited college or university
* Currently living in New York or willing to relocate
* 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team
* Detail-oriented with exceptional critical thinking and problem-solving abilities
* Ability to manage a variety of transactions and projects simultaneously
* Resourceful self-starter; able to work autonomously and a team player
* Excellent interpersonal skills
* Strong technical, written and verbal communication skills
Primary Location Full Time Salary Range of $150,000 - $225,000
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$150k-225k yearly Auto-Apply 22d ago
Equity Research Associate - Biotechnology
Jefferies Financial Group Inc. 4.8
New York, NY job
Responsibilities: * Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders * Building and maintaining financial models * Writing research reports for initiations of coverage, analysis of data, and industry/company news
* Conceiving and executing on differentiated project ideas
* Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
* Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
* Proficiency in written/verbal communication
* 1-3 years prior work experience in biopharma equity research, healthcare consulting, biopharma industry, or a related role is a plus
* Experience building financial models using excel a required on-the-job skill; prior experience is a plus
* Motivated, hard-working, team player
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 22d ago
Investment Banking Associate - IB Healthcare
Jefferies Financial Group Inc. 4.8
New York, NY job
Investment Banking Associate - Life Sciences (BioPharma) GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Associate to join our Life Sciences team, with a focus on the Biotechnology and Pharmaceutical sectors. The ideal candidate will be a first- or second-year Associate with prior healthcare investment banking experience in Biopharma or related sectors.
PRIMARY RESPONSIBILITIES:
* Support execution of equity and debt financings, sell-side and buy-side M&A, restructuring and recapitalization, and strategic advisory transactions
* Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
* Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
* Analyze detailed corporate and financial information, as well as conduct due diligence
* Build financial operating models and valuation models
* Conduct industry and product research
* Collaborate with senior bankers and cross-functional teams across the firm
* Attend and participate in client meetings and contribute to building and maintaining client relationships.
* Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
* Bachelor's degree from an accredited institution
* 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors
* Detail-oriented with exceptional critical thinking and problem-solving abilities
* Ability to manage a variety of transactions and projects simultaneously
* Resourceful self-starter; able to work autonomously and a team player
* Excellent interpersonal skills
* Strong technical, written and verbal communication skills
* Currently based in New York, or willing to relocate
REQUIREMENTS:
* Bachelor's degree from an accredited institution
* 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors
* Detail-oriented with exceptional critical thinking and problem-solving abilities
* Ability to manage a variety of transactions and projects simultaneously
* Resourceful self-starter; able to work autonomously and a team player
* Excellent interpersonal skills
* Strong technical, written and verbal communication skills
* Currently based in New York, or willing to relocate
Salary Range of $150,000-$225,000
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$150k-225k yearly Auto-Apply 22d ago
Equity Research Associate - Cyber Software
Jefferies Financial Group Inc. 4.8
New York, NY job
Jefferies is seeking an associate for its Software Equity Research team. The candidate will support the senior analyst in delivering extensive company and industry research, constructing detailed company and industry models, and marketing written research recommendations to clients and institutional salespeople.
Responsibilities will include:
* Creation and maintenance of detailed company and industry models
* Producing in-depth written research on individual companies and sector-wide trends
* Development of relationships with industry contacts and company management teams
* Communication of stock views and industry themes to institutional investors, salespeople, and other internal constituencies within Jefferies
Key qualifications:
* Highly detail-oriented, intellectually curious, and willing to work long hours
* Passion for stocks, the market, and analyzing businesses
* Excellent written communication skills
* Self-motivated problem-solver
* Fluency in accounting and financial statement analysis
* At least two years of equity research experience, Software preferred
* Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 22d ago
Internship - Investment Banking Analyst, Equity Private Capital Markets (New York, Summer 2027)
Robert W. Baird & Co.Orporated 4.7
New York, NY job
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird.
Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.
Drive Growth Through Innovative Private Capital Solutions
Join Baird's Equity Private Capital Markets team - part of our Capital Solutions Group - and gain hands-on experience shaping financing strategies for private companies. You'll work on minority equity, equity-linked securities, PIPEs and secondary liquidity solutions while supporting growth initiatives, acquisitions and strategic partnerships. With access to a global network of investors, you'll help create competitive processes that optimize pricing, terms and certainty - building skills that set you apart in the evolving private markets. Learn more.
Summer 2027 Analyst Internship Program
Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment.
Located in our New York office, interns must be flexible to work full-time during the summer. Significant hours are required.
What You'll Do
Support the Equity Private Capital Markets team by providing analytical support across capital raises, sale of minority stakes and other financial advisory services
Work with your team to prepare company valuations, build financial models, track investor dialogue and create marketing materials
Contribute to business development efforts through research, analysis and preparation for client meetings and pitches
Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
What You'll Gain
Contribute to every stage of a transaction, from conducting research, to investor outreach, and facilitating due diligence
Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives
Take on meaningful responsibility and contribute to conversations with investors and corporate clients around the world
Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
What It Takes
Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028
A candidate energized by learning, teamwork and real responsibility
Proven academic record and a passion for finance (a finance degree is helpful, but not required)
Drive, resilience and a strong work ethic
Ability to work independently and thrive in a collaborative setting
Strong mathematical, writing and verbal skills; relevant software proficiency
Compensation and Benefits:
Base Salary: $110,000 (pro-rated for summer program)
Interested? Complete the Suited Assessment and Apply Today
As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment.
For questions and additional information, contact:
Baird Global Investment Banking Recruiting
************************
Visit our U.S. Internship Program page for FAQs. Learn more about our platform at *************************************
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and
review frequently asked questions
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$110k yearly Auto-Apply 10d ago
Equity Research Associate - Software/AI
Jefferies Financial Group Inc. 4.8
New York, NY job
Responsibilities will include: * Working underneath one or both publishing analysts to cover specific Software/AI subsectors. * Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
* Building and maintaining financial models and industry-oriented databases
* Closely monitoring industry news and trends
* Writing research reports for initiations of coverage, analysis of data, and industry/company news
* Conceiving and executing on differentiated project ideas
* Interfacing with company management teams, internal sales and trading personnel, and institutional investors
* Maintaining relationships with industry contacts
* Executing corporate access events including company non-deal roadshows and property tours (some travel may be required)
* Coordinating global Software/AI research product
Summary of Qualifications:
We are looking for a candidate who has strong written and oral communication skills, can work independently without much direction and likes to take on significant responsibility. The ideal candidate will have a bachelor's degree in a relevant field (i.e. finance, economics, business administration, etc.).
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 22d ago
Investment Banking Associate - REGAL
Jefferies Financial Group Inc. 4.8
New York, NY job
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging ("REGAL") Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia.
POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office.
PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following:
* Preparing and participating in the delivery of client presentations
* Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models
* Analyzing business plans and participating in due diligence sessions
* Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements
* Leading drafting sessions
* Preparing and managing the delivery of internal deal memos
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
REQUIRED BACKGROUND:
* Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate
* Past experience working in a Real Estate Group or with Real Estate sector clients
* Strong technical, written and verbal communication skills
* Familiarity with investment banking modeling concepts
* Ability to manage a variety of transactions and projects simultaneously
* Ability to coordinate and direct workflow of analysts on multiple projects simultaneously
* Resourceful self-starter, able to work autonomously and as team player
* Currently live in New York City or Charlotte or willing to relocate to either
Salary Range: $175,000-$200,000
#LI-DNI
$175k-200k yearly Auto-Apply 22d ago
Equity Research Associate - Software
Jefferies 4.8
New York, NY job
The Jefferies Software group is looking for an Associate to support the senior members of the team and the Senior Analyst. The ideal candidate will have 2+ years of relevant work experience (Research, IB, etc.), a strong work ethic, a high level of natural curiosity, and a desire to learn and development their analytical skills.
Responsibilities:
Work with Team Leaders to help support Senior Analyst's coverage of 20+ companies.
Conduct due diligence on the Software sector.
Monitor important macro and sector-specific developments that might impact companies under coverage.
Build and maintain detailed financial models for covered and uncovered companies.
Write research reports on covered companies and the Software sector.
Source and utilize third-party data to drive data-based conclusions.
Attend meetings with senior management, industry conferences, and company-specific conferences.
Work with the entire team to help manage Senior Analyst's calendar.
Required Background/Skills:
The ability to ask for and accept coaching to accelerate development
Interest in and ability to work long hours as required
Strong writing and communication skills
Strong financial modeling skills
High proficiency in PowerPoint presentations
Strong attention to detail
The ability to organize, manage, and prioritize time well
Strong project management skills
Minimum Requirements:
2-3 years of combined experience in Equity Research or Investment Banking
A CPA or progress toward CFA preferred, but not required
An understanding of technology, specifically Software, preferably an understanding of enterprise technology
Deep familiarity and experience with Microsoft Office (Word, Excel, PowerPoint)
Ability to work in the New York office five days a week
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 30d ago
Internship - Investment Banking Analyst, Debt Advisory, New York and Chicago (Summer 2027)
Robert W. Baird & Co.Orporated 4.7
New York, NY job
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird.
Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.
Driving Results Through Creative Debt Strategies
Join Baird's Debt Advisory team - part of our Capital Solutions Group - and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more.
Summer 2027 Analyst Internship Program
Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment.
Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required.
What You'll Do
Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings
Work with your team to perform credit analysis, build financial models and create marketing materials
Contribute to business development efforts through research, analysis and preparation for client meetings and pitches
Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
What You'll Gain
Contribute to every stage of a transaction, from conducting research to facilitating due diligence
Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives
Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
What It Takes
Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028
A candidate energized by learning, teamwork and real responsibility
Proven academic record and a passion for finance (a finance degree is helpful, but not required)
Drive, resilience and a strong work ethic
Ability to work independently and thrive in a collaborative setting
Strong mathematical, writing and verbal skills; relevant software proficiency
Compensation and Benefits:
Base Salary: $110,000 (pro-rated for summer program)
Interested? Complete the Suited Assessment and Apply Today
As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment.
For questions and additional information, contact:
Baird Global Investment Banking Recruiting
************************
Visit our U.S. Internship Program page for FAQs. Learn more about our platform at *************************************
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and
review frequently asked questions
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$110k yearly Auto-Apply 10d ago
Equity Research Associate - Biotechnology
Jefferies 4.8
New York, NY job
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies.
Responsibilities will include:
Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
Delving into intellectual property and following patent litigation concerning pharmaceuticals
Building and maintaining financial models and powerpoint decks
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
Science background required; MD or PhD preferred
Motivated to rise in the sell-side industry in the long-term
Hard-working, attention to detail, team player
Sharp analytical skills in dissecting preclinical and clinical data
Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
High proficiency in written/verbal communication
Can type >120 words per minute
Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 60d+ ago
Internship - Investment Banking Analyst, GP Solutions (New York, Summer 2027)
Robert W. Baird & Co.Orporated 4.7
New York, NY job
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird.
Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.
Join a Team Leading Momentum in GP-Led Solutions
Since launching in late 2022, Baird's Global GP Solutions Group has quickly set itself apart by delivering outstanding results and expanding its advisory footprint at an exceptional pace. This opportunity will provide exposure to one of the fastest-growing areas in private markets through the lens of a market leading platform. Learn more.
Summer 2027 Analyst Internship Program
Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment.
Located in our New York office, interns must be flexible to work full-time during the summer. Significant hours are required.
What You'll Do
Assist in the preparation of financial models, company marketing materials and client presentations
Manage investors throughout the capital raise process including by helping to facilitate their diligence
Perform research and various analyses in support of thematic publications and new business generation
Gain exposure to live GP-led transaction deal activity
Work closely with mid-level and senior management to support execution of GP-led secondary transactions for key financial sponsor relationships
Hone your skills by working closely with sponsor clients, secondary investors and Baird's sector and product teams on a variety of GP-led transactions
Learn analytical skills through broad exposure to both junior and senior bankers, that will prepare you for a full-time career in investment banking
What You'll Gain
Contribute to every stage of a transaction, from conducting research to facilitating due diligence
Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives
Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
What It Takes
Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028
A candidate energized by learning, teamwork and real responsibility
Proven academic record and a passion for finance (a finance degree is helpful, but not required)
Drive, resilience and a strong work ethic
Ability to work independently and thrive in a collaborative setting
Strong mathematical, writing and verbal skills; relevant software proficiency
Compensation and Benefits:
Base Salary: $110,000 (pro-rated for summer program)
Interested? Complete the Suited Assessment and Apply Today
As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment.
For questions and additional information, contact:
Baird Global Investment Banking Recruiting
************************
Visit our U.S. Internship Program page for FAQs. Learn more about our platform at *************************************
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and
review frequently asked questions
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.