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EquiLend jobs in New York, NY - 547 jobs

  • Corporate Communications Manager

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for a Corporate Communications Manager to join us in our New York office. As part of our global Marketing team, you'll own and shape how we define, articulate, and evolve EquiLend's corporate narrative internally and externally. This is a highly visible role with responsibility for setting our communications strategy, advising senior leaders, and ensuring consistency, clarity, and credibility across all external and internal communications. You'll work closely with colleagues across marketing, product, sales, and senior leadership to define and deliver messaging that supports EquiLend's strategic priorities. From executive positioning and corporate announcements to media engagement and social channels, your work will help position us as a confident, trusted voice across the financial services and fintech landscape. What you'll do Own and evolve EquiLend's corporate communications strategy, defining clear narrative frameworks that align messaging across press, executive communications, social media, and internal channels. Lead the development of corporate announcements and press materials, managing media outreach and building strong relationships with journalists and industry analysts. Act as a trusted communications partner to senior leaders, shaping executive messaging, thought leadership, LinkedIn content, and speaking points. Ensure consistency of tone, voice, and positioning across all external and internal touchpoints, working closely with marketing, product, sales, and leadership teams. Oversee corporate social media as a strategic channel, managing content planning, publishing cadence, and performance analysis to reinforce EquiLend's narrative and thought leadership. Support internal communications efforts in partnership with HR and leadership to keep employees informed, aligned, and engaged. Monitor industry trends, competitor positioning, and market developments to inform messaging, positioning, and communications priorities. What we're looking for 8+ years of experience owning corporate communications in a commercial environment, ideally within financial services, fintech, or B2B technology. Demonstrated experience setting and owning a corporate communications strategy. Strong written and verbal communication skills, with the ability to translate complex topics into clear, credible messaging for different audiences. Proven experience drafting executive communications, corporate announcements, press materials, and thought leadership content. Experience managing corporate social media channels as part of a broader communications strategy, using insights and analytics to inform decisions. Confidence working directly with senior stakeholders and advising on messaging, positioning, and tone. Strong collaboration skills and the ability to work effectively across functions and priorities. Familiarity with CMS platforms, analytics tools, and social scheduling tools such as Hootsuite or Sprout. Understanding of the securities finance industry is a plus. Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend. Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Compensation: The annual base salary range for this role is $125,000- $155,000, plus a performance-based annual bonus. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity, and market factors. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $125k-155k yearly Auto-Apply 14h ago
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  • Account Manager, Enterprise SaaS

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for an Account Manager to join us in New York. As part of our commercial organisation, you will help expand our footprint across global financial institutions by generating new revenue, deepening multi-product adoption, and leading impactful commercial engagements across our enterprise client base. You will work closely with some of the world's largest and most sophisticated financial institutions. This role has meaningful impact on our business by strengthening long-term commercial partnerships, uncovering new opportunities across complex buying centres, and guiding strategic conversations that influence how clients use our products and data solutions. This opportunity is ideal for a commercially driven seller with strong domain understanding across trading, market data, and post-trade workflows, who can navigate multi-stakeholder environments and has a proven record of disciplined, quota-carrying enterprise sales. What you'll do Manage and grow a portfolio of high-value enterprise clients while originating new revenue streams across business lines, regions, and functional stakeholder groups. Lead complex, multi-product sales cycles from initial engagement through to commercial execution, collaborating closely with product, client services, legal, and senior leadership teams. Build trusted relationships with senior and C-suite leaders by positioning us as a long-term strategic partner and influencing multi-year commercial roadmaps. Drive growth through structured cross-sell and upsell motions supported by rigorous account planning and value-led conversations. Maintain disciplined pipeline management and accurate forecasting, ensuring CRM data is kept current and supporting commercial governance processes. Conduct executive-level business reviews that connect client goals with our product strategy and value creation. Represent us at industry events and client forums to elevate our visibility and generate new commercial opportunities. Ensure compliance with regulatory requirements, completing relevant FINRA certifications (SIE, S7, S63, S24) within 12 months if not already held. What we're looking for 8+ years of experience in enterprise account management, strategic sales, or commercial revenue roles within financial services or fintech; experience in Securities Finance is highly desirable. Proven track record of quota-carrying success, including the origination and closing of new opportunities within large global financial institutions. Experience selling enterprise SaaS, workflow, data, or trading-related solutions to senior stakeholders in regulated markets. Strong executive presence with the ability to lead senior-level discussions, influence buying groups, and establish credibility in complex environments. Demonstrated experience navigating long, consultative, multi-product sales cycles alongside cross-functional internal teams. Strong commercial judgement with the ability to articulate value, structure pricing, and negotiate enterprise agreements. High levels of ownership, motivation, and adaptability within growth-stage or evolving commercial organisations. Financial literacy and disciplined forecasting skills supported by structured account planning and revenue tracking. Experience working effectively within global, matrixed teams. Ability to provide professional references that clearly demonstrate past commercial impact. Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend, ensuring you have ample time to rest and recharge. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Company sponsored FINRA SIE, S7 and S63 licensing within one year (if required). The base salary range for this role is $160,000 - $180,000. Total on-target earnings (OTE), depending on performance against sales quota, are expected to range from $260,000 - $300,000 and are uncapped. Final offer details may vary based on factors such as the scope and responsibilities of the role, the candidate's experience and training, and internal equity considerations. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $100k-142k yearly est. Auto-Apply 60d+ ago
  • Vice President, Credit Risk Review

    BNY Mellon 4.4company rating

    New York, NY job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President to join our Credit Risk Review team. This role is located in New York City In this role, you'll make an impact in the following ways: Help deliver CRR's mandate. As an independent assurance function within our 2nd Line of Defense, Credit Risk Review (CRR) provides assessment and assurance on the quality of BNY's credit exposures, quality of credit evaluation and approval, accuracy of credit ratings, and the degree of adherence to BNY's credit risk policies, standards, procedures and risk appetite. Help exercise CRR's authority. CRR holds override authority on Credit decisions including risk ratings, and the authority to raise issues and track their remediation to completion. CRR also provides assurance to external examiners and regulatory authorities whether our credit assessment process complies with regulatory guidelines. Lead and participate in comprehensive credit risk reviews of various lending portfolios to provide an independent assessment of the Bank's quality of credit exposure and the degree of adherence to risk policies, procedures and guidelines. Perform detailed independent credit analysis which includes financial statement analysis, ratio analysis and cash flow analysis on the borrowers within the lending portfolio under review. Ensure that individual credits are appropriately underwritten, properly risk rated and adhere to the Company's risk policy. Ensure an appropriate assessment of credit risk through early identification of issues, problems and exceptions regarding credit, as well as industry and geographic risk assessments to support early detection of credit and/or portfolio deterioration. Lead or participate in opening meetings, closing meetings and communicates any issues to the Head of Credit Risk Review, senior management and the credit risk team of the lending portfolio under review. Keep current with federal and state regulations/guidelines pertaining to the lending function that may impact the Company's lending portfolio. Participates in CRR continuous monitoring, regulatory requests and other independent third- party requests, any other projects assigned by CRR management. Demonstrate leadership through project management and execution, analytical sharpness and intellectual curiosity, training of less experienced peers. To be successful in this role, we're seeking the following: Bachelor's degree in accounting or finance or other related field; MBA, CPA, CFA or related certifications preferred. 7-10 years relevant experience in credit risk review, credit risk or a relevant specialty. Credit officer experience and track-record of holding material individual credit authority is preferred. Experience in a major financial institution is preferred, primarily in the US, but international experience may also add value. Completion of a credit training program preferred. Additional core skill requirements include in depth credit analysis and knowledge of various lending portfolios. Thorough knowledge of various lending products. Specific areas of technical expertise preferred are: (1) Private Banking lending products and practices, (2) real estate lending, (3) financial institutions and (4) counterparty credit risk. Confidence, strong negotiation, oral and written communication skills. Pragmatic and commercial approach. Ability to work collaboratively and productively with various internal and external stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $165,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.
    $83k-165k yearly 1d ago
  • Equity Research Associate - Biotechnology

    Jefferies 4.8company rating

    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 60d+ ago
  • Investment Banking Associate - IB Healthcare

    Jefferies 4.8company rating

    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 #LI-DNI
    $150k-225k yearly Auto-Apply 60d+ ago
  • Investment Banking Vice President, Energy - New York

    Santander Us 4.0company rating

    New York, NY job

    **It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** As an Investment Banking Vice President you will develop strong relationships with clients as you work across the full spectrum of investment banking products including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Essential Functions/Responsibility Statements: Lead transactions including mergers and acquisitions, initial public offerings, other equity capital markets activity, high yield debt issuance, and other debt issuance in the Energy services sector. Analyze detailed corporate and financial information and conduct detailed due diligence. Perform financial modeling and analysis related to the valuation of companies including discounted cash flow, transaction comparables, public market comparables, leveraged buyout analysis, and public market overviews. Create pitch books and ideas to present to the clients on potential acquisitions, divestitures, and capital structure alternatives. Train analysts and associates. Lead day-to-day client dialogue, idea generation, and transaction execution. Build relationships with key decision-makers at companies in the Energy industry globally. Prospect new clients and develop client outreach skills. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree, or equivalent degree and/or equivalent work experience, in Finance, Business, or a related field. Master's degree or MBA (Preferred). Work Experience: Experience in Energy Investment Banking (6+ years with Bachelor's degree, 3+ years with MBA). Skills and Abilities: Prior work experience in an Investment Banking front office role, ideally in Energy Investment Banking. Experience in training junior bankers. Exceptional written and verbal communication skills. Very strong quantitative and analytical skills (including Excel modelling and valuation work). Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Ability to manage projects independently and assume a high level of responsibility. Ability to interact with clients. Ability to assess and mitigate reputational, operational and credit risk. Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This is not a contract for employment and either you or the employer may terminate at any time for any reason. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $206,250.00 USD Maximum: $275,000.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
    $206.3k-275k yearly 60d+ ago
  • Corporate Counsel

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. Team Overview This is an exciting opportunity to join our Legal team in New York as a Corporate Counsel, where you'll play a pivotal role in supporting EquiLend's dynamic and evolving global operations. Our Legal function is a trusted partner to the business, ensuring the organization operates with integrity, efficiency, and a forward-thinking legal strategy. This is an exciting opportunity to join a collaborative legal team to work on a broad range of complex and sensitive legal and business issues to give real-time analysis and practical advice. You may at times be under significant time pressure and must be able to manage multiple priorities across many parts of the organization, such as Sales, Product, Finance, and other internal stakeholders. Role Responsibilities Serve as legal counsel for a wide range of commercial and corporate legal matters with an emphasis on sales contract review and support. Draft, review, and negotiate commercial contracts, including complex financial and SaaS/data technology-related agreements. Support emerging technologies and associated legal considerations, including Gen AI and data innovations. Advise on global data privacy compliance, employment law matters, and corporate governance initiatives. Help implement legal operations improvements and knowledge management practices. Act as a global partner within a global Legal and Compliance team to the wider global Sales, Product, Finance and other internal groups, aligning with colleagues in UK/EU and Asia to deliver consistent, high-quality legal support. Required Skills 3+ years of relevant experience in a law firm and/or in-house legal department, ideally with experience in SaaS/data/technology, fintech, or financial services. Qualified attorney with active license to practice law in New York or eligible for in-house counsel registration. Demonstrates strong contract drafting and negotiation skills, with a clear ability to translate business needs into practical legal solutions. Shows good knowledge of intellectual property, data privacy, employment law, and corporate governance. Excellent communication and collaboration skills; able to partner effectively with business leaders and cross-functional stakeholders. Comfortable working autonomously but collaboratively, making decisions in a fast-paced, global environment. Displays sound judgment, integrity, and a proactive approach to problem solving. Role Location Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend. Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Compensation: The annual base salary range for this role is $120,000 - $140,000, plus a performance-based annual bonus. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity, and market factors. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $120k-140k yearly Auto-Apply 6d ago
  • Senior Product Specialist

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for a Senior Product Specialist to join us in New York. Our Trading Apps Solutions team supports global securities finance trading across workflows including bilateral lending, cleared and anonymous markets, TRS automation, and integrated lifecycle tools. In this role, you will help us maintain market leadership in the U.S. by representing regional client needs, shaping our global product roadmap, and applying demonstrated securities finance experience and strong workflow fluency, combined with product judgement and technical understanding, across securities finance workflows You will play an important part in strengthening regional coverage, expanding knowledge sharing across teams, and supporting scalable growth for our Americas client base. This position is well suited for someone who combines technical understanding with strong client engagement and a passion for building effective trading solutions. This role is best suited for candidates who combine product ownership, securities finance domain grounding, and technical fluency, and who have operated across multiple systems or initiatives. What you'll do Drive regional engagement for Trading Apps Solutions by focusing on U.S. market priorities, strategic client alignment, and timely response to regional demand. Operate effectively across multiple systems, vendors, and workflows, adapting quickly to new problem spaces while maintaining securities finance domain grounding. Develop and maintain a deep understanding of platform architecture, trading workflows, and solution components, including integration with all our products. Engage directly with priority Americas clients to gather requirements, validate workflows, and convert market needs into actionable product initiatives. Translate business needs into clear product specifications, functional requirements, and roadmap proposals aligned to global delivery objectives. Partner with global product leadership to co-develop a unified roadmap, ensuring regional priorities are incorporated and communicated. Evaluate complex securities finance workflows, identifying enhancements, automation opportunities, and integration requirements across our trading and post-trade ecosystem. Provide subject matter expertise during design, development, refinement, and release cycles, ensuring accuracy and alignment with trading and regulatory requirements. Support backlog development and delivery planning through detailed product input, business context, and prioritization guidance. Collaborate with Engineering, QA, and UX teams to validate product solutions through review cycles, user acceptance testing, and regression evaluation. Build and maintain strong cross-functional relationships across Product, Engineering, and Client Relationship Management teams. Provide structured product communication, including client updates, internal documentation, workflow outlines, and release readiness materials. Contribute to governance processes related to product planning, client prioritization, and cross-team alignment. Monitor U.S. regulatory and market developments related to securities lending, repo, collateral, and reporting obligations to ensure product compliance and differentiation. Act as an escalation point for high-priority client inquiries, complex workflow discussions, and strategic initiatives. Serve as a key contributor to the long-term strategy for Trading Apps Solutions, supporting our integrated trading, post-trade, and platform roadmap. What we're looking for 8+ years experience in product management or business analysis within securities finance or closely adjacent capital markets environments, with evidence of growth across multiple platforms, workflows, or initiatives. Demonstrated experience across one or more core securities finance areas (e.g. securities lending, repo, collateral, margin, prime brokerage, or post-trade workflows), with the ability to quickly extend across adjacent workflow Strong understanding of trading workflows including lifecycle events, exception management, and front-to-back integration. Demonstrated experience engaging directly with institutional clients, interpreting workflow needs, and shaping product direction. Strong understanding of the securities finance vendor competitive landscape. Proven capability to develop detailed product requirements, functional specifications, and roadmap documentation for complex trading solutions. Strong analytical and problem-solving skills with the ability to deconstruct and translate complex workflows into structured product deliverables. Experience partnering with Engineering and QA teams across iterative delivery cycles. Excellent verbal and written communication skills, especially in client and stakeholder settings. Strong understanding of relevant regulatory frameworks affecting securities finance such as 10c-1a, SFTR, CSDR, and T+1 considerations. Ability to operate at both strategic and execution levels, balancing long-term direction with day-to-day delivery. Experience representing regional or functional ownership within a global product organisation is preferred. Bachelor's degree required; advanced degree or relevant certifications preferred. Strong understanding of modern platform architectures (cloud-native systems, APIs, integrations), with the ability to partner effectively with engineering teams. Experience with microservices architecture and integration patterns. Knowledge of message queuing technologies for distributed systems. Familiarity with API design, development, and integration Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend. Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Compensation: The annual base salary range for this role is $150,000- $170,000, plus an annual performance based bonus. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity, and interview performance. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $150k-170k yearly Auto-Apply 1d ago
  • Sales Executive, Data Sales

    Equilend 4.4company rating

    Equilend job in New York, NY

    Job Description About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for a Sales Executive, Data Sales to join us in New York. Our Data and Analytics Solutions team plays a key role in expanding our commercial footprint and strengthening the value we deliver to our clients through market-leading data products. This role will help drive our growth in North America by identifying new revenue opportunities, establishing trusted relationships with senior stakeholders, and supporting the evolution of our data offerings. In this position, you will focus on acquiring new data-focused clients and expanding adoption of our data and analytics solutions across both buy-side and sell-side institutions. Your work will contribute directly to our broader commercial objectives by increasing data sales performance, identifying strategic growth opportunities, and streamlining our sales processes to accelerate contracting. While your priority will be data-focused products, the role may expand to include additional solutions as business needs evolve. What you'll do Develop and execute structured sales strategies to acquire new clients for both buy-side and sell-side data products. Identify prospect opportunities across relevant industries while conducting targeted outreach and market analysis to prioritise high value leads. Lead engagement with senior decision makers and C-suite stakeholders to understand business needs and articulate the value of our data offerings. Manage the full sales lifecycle including opportunity development, pipeline management, commercial contract negotiation and coordinated handover to Account Management and Client Success teams. Partner with the Data Product team to align commercial activity with product capabilities, client requirements and market developments. Coordinate cross functional teams to streamline the commercial contracting process and reduce sales cycle duration. Deliver tailored product presentations and solution demonstrations to prospective clients, ensuring clear communication of technical, commercial and operational considerations. Maintain accurate sales records and reporting using CRM tools and associated sales platforms while producing reliable revenue forecasts. Monitor competitive activity and market trends to refine sales approaches and support commercial strategy discussions. Represent us at industry events and external forums to build credibility, expand networks and identify new business development opportunities. Ensure compliance with applicable regulatory requirements, including mandatory completion of FINRA SIE, S7 and S63 licensing within one year. What we're looking for 5+ years of relevant commercial sales experience with demonstrable success in data or data product sales. Strong understanding of data commercialization models, data licensing considerations and value articulation for data based products. Proven ability to manage complex sales cycles, negotiate commercial contracts and engage senior level stakeholders. Experience developing sales strategies supported by market intelligence and competitor analysis. Proficiency with CRM systems and sales enablement tools, including Salesforce, Outreach and LinkedIn Sales Navigator. Strong analytical skills with the ability to interpret market data and use insights to inform sales tactics. Interest in the capital markets and our client trading strategies aligns well with the sales mission. Excellent communication and presentation skills with the ability to convey technical and analytical concepts clearly. Self directed, commercially focused approach to generating new opportunities and progressing pipeline. Prior experience selling into financial services or adjacent industries beneficial but not required. FINRA SIE, S7 and S63 preferred, with mandatory completion within one year of hire. Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend, ensure you have ample time to rest and recharge. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Career Development: Company sponsored FINRA SIE, S7 and S63 licensing within one year (if required). Compensation Range: The annual total OTE for this position is $200,000 - $230,000, comprising of base salary and variable performance related pay. Exact compensation may vary based on skills, experience and interview performance. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $74k-110k yearly est. 5d ago
  • Investment Banking Vice President - Business Services

    Jefferies Financial Group Inc. 4.8company rating

    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 #LI-DNI
    $275k yearly Auto-Apply 60d+ ago
  • Head of Marketing

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role This position will be responsible for leading our marketing function with a core focus on demand generation, product marketing and go to market execution. The role ensures that EquiLend's solutions across Trading, Post Trade, Data and Analytics, RegTech and Spire are positioned effectively for a specialised and concentrated client base within the global securities finance ecosystem. The position provides strategic and hands on leadership across demand generation, product marketing, content, events, communications and design. The Head of Marketing manages a global team and ensures tight alignment with Sales and Product, defines scalable go to market approaches for a niche B2B environment and delivers measurable commercial impact through pipeline generation and product adoption. Success in the role requires both leadership of a multidisciplinary team and direct personal execution. What you'll do Lead the development of the marketing strategy with particular focus on demand generation, product marketing and go to market planning for a specialised financial technology client base Oversee product positioning, messaging and value propositions across EquiLend's portfolio, ensuring clarity, accuracy and consistency with Product and Sales Deliver targeted marketing campaigns across products and geographies that drive qualified commercial opportunities and support revenue growth across new and existing clients Define and maintain measurable frameworks for pipeline creation, campaign performance and marketing sourced or influenced demand Establish and govern go to market plans for new products, enhancements and strategic initiatives, ensuring structured alignment with Sales, Product and senior leadership Lead a multidisciplinary marketing team across functions including demand generation, product marketing, events, content and design, ensuring coordinated execution and quality of output Partner closely with Product teams to ensure deep understanding of the technology, workflows and industry use cases across Trading, Post Trade, RegTech, Data and Analytics and Spire Strengthen collaboration with Sales and Account Management to support client targeting, account based approaches and market penetration strategies Revamp the brand aesthetic and ensure modern brand and style designs that are consistent with our brand posture and voice in the industry. Oversee content development across formats such as product collateral, thought leadership, sales enablement materials and digital assets Maintain responsibility for corporate communications, ensuring accurate, timely and consistent internal and external messaging Oversee EquiLend's participation in key industry events and conferences in partnership with the events function, ensuring alignment with commercial objectives rather than brand centric goals Prioritise marketing investments and vendor relationships to support a lean operating model, ensuring efficient and data driven allocation of resources Ensure the marketing function maintains high standards of accuracy, compliance and brand consistency across all materials Represent Marketing within cross functional forums related to product reviews, sales planning and executive level discussions where required What we need 10+ years relevant marketing experience within B2B technology or financial services, including substantial experience in demand generation and product marketing Demonstrated ability to operate effectively within a specialised market with a limited but highly sophisticated customer base Proven track record of building and executing go to market strategies that drive measurable commercial outcomes Strong understanding of product marketing principles with experience translating complex technical or workflow driven products into clear value propositions for targeted audiences Experience leading lean, multidisciplinary marketing teams with the ability to balance strategic oversight and hands on execution Demonstrated ability to partner with Product, Sales and senior stakeholders to support commercial planning, product launches and account based approaches Strong analytical skills with the ability to interpret data, optimise campaigns and measure marketing contribution to pipeline Experience producing high quality content, communications and sales enablement materials Knowledge of event strategy and execution within a niche B2B environment Strong organisational, decision making and prioritisation skills with the ability to manage concurrent workstreams in a fast paced environment Ability to operate effectively within a lean team structure with emphasis on adaptability, ownership and practical execution Role Location and Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend. Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Compensation: The annual base salary range for this role is $200,000- $220,000 with an additional performance based annual bonus on top of base pay. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity and market factors. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $200k-220k yearly Auto-Apply 6d ago
  • Equity Research Associate - Biotechnology

    Jefferies 4.8company rating

    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
  • Investment Banking Analyst - Secondary Advisory

    Jefferies 4.8company rating

    New York, NY job

    Jefferies Secondary Advisory The Private Capital Advisory (“PCA”) team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts 90+ dedicated secondary advisory professionals worldwide based in San Francisco, New York, Dallas, Chicago and London Advised on $100B+ of secondary transaction value since 2022, including $50B+ in volume across 80+ GP-led transactions Description Jefferies is seeking an experienced Analyst to join its GP-Led Secondaries Advisory team in New York The group is focused on executing GP-led transactions across the private markets (e.g., private equity, private credit, infrastructure, and real estate). GP-led secondary transaction mandates include single- and multi-asset continuation funds, tender offers, structured preferred equity solutions, and NAV loans, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors. Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP clients. The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Assist in the creation of detailed transaction and pitch materials Contribute to the development of financial models and valuation analyses for private equity-backed companies Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry, sector, and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background Minimum of 1 year of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) and a team-first mentality Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) #LI-DNI
    $74k-102k yearly est. Auto-Apply 6d ago
  • Sales Executive, Data Sales

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for a Sales Executive, Data Sales to join us in New York. Our Data and Analytics Solutions team plays a key role in expanding our commercial footprint and strengthening the value we deliver to our clients through market-leading data products. This role will help drive our growth in North America by identifying new revenue opportunities, establishing trusted relationships with senior stakeholders, and supporting the evolution of our data offerings. In this position, you will focus on acquiring new data-focused clients and expanding adoption of our data and analytics solutions across both buy-side and sell-side institutions. Your work will contribute directly to our broader commercial objectives by increasing data sales performance, identifying strategic growth opportunities, and streamlining our sales processes to accelerate contracting. While your priority will be data-focused products, the role may expand to include additional solutions as business needs evolve. What you'll do Develop and execute structured sales strategies to acquire new clients for both buy-side and sell-side data products. Identify prospect opportunities across relevant industries while conducting targeted outreach and market analysis to prioritise high value leads. Lead engagement with senior decision makers and C-suite stakeholders to understand business needs and articulate the value of our data offerings. Manage the full sales lifecycle including opportunity development, pipeline management, commercial contract negotiation and coordinated handover to Account Management and Client Success teams. Partner with the Data Product team to align commercial activity with product capabilities, client requirements and market developments. Coordinate cross functional teams to streamline the commercial contracting process and reduce sales cycle duration. Deliver tailored product presentations and solution demonstrations to prospective clients, ensuring clear communication of technical, commercial and operational considerations. Maintain accurate sales records and reporting using CRM tools and associated sales platforms while producing reliable revenue forecasts. Monitor competitive activity and market trends to refine sales approaches and support commercial strategy discussions. Represent us at industry events and external forums to build credibility, expand networks and identify new business development opportunities. Ensure compliance with applicable regulatory requirements, including mandatory completion of FINRA SIE, S7 and S63 licensing within one year. What we're looking for 5+ years of relevant commercial sales experience with demonstrable success in data or data product sales. Strong understanding of data commercialization models, data licensing considerations and value articulation for data based products. Proven ability to manage complex sales cycles, negotiate commercial contracts and engage senior level stakeholders. Experience developing sales strategies supported by market intelligence and competitor analysis. Proficiency with CRM systems and sales enablement tools, including Salesforce, Outreach and LinkedIn Sales Navigator. Strong analytical skills with the ability to interpret market data and use insights to inform sales tactics. Interest in the capital markets and our client trading strategies aligns well with the sales mission. Excellent communication and presentation skills with the ability to convey technical and analytical concepts clearly. Self directed, commercially focused approach to generating new opportunities and progressing pipeline. Prior experience selling into financial services or adjacent industries beneficial but not required. FINRA SIE, S7 and S63 preferred, with mandatory completion within one year of hire. Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend, ensure you have ample time to rest and recharge. Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. Career Development: Company sponsored FINRA SIE, S7 and S63 licensing within one year (if required). Compensation Range: The annual total OTE for this position is $200,000 - $230,000, comprising of base salary and variable performance related pay. Exact compensation may vary based on skills, experience and interview performance. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $74k-110k yearly est. Auto-Apply 6d ago
  • Vice President, Regulatory Oversight Management

    BNY Mellon 4.4company rating

    New York, NY job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Vice President, Regulatory Oversight Management to join our Global Holdings Reporting team. This role is located in NYC. In this role, you'll make an impact in the following ways: Responsible for supporting the identification and preparation of Substantial Shareholder disclosures and various regulatory reports on a global basis; including requisite data analysis, aggregation and quality control. Coordinates with Regulatory SMEs in implementing and effectively operationalizing requirements driven by Regulator / legislative updates. Prepares/Oversees a variety of securities related risk management reports for Senior Management including ad hoc and monthly reporting. Performs and oversees data management, quality control and investigative research in support of regulatory reporting. Communicates with internal and external parties, domestically and internationally, on data enhancement and reconciliation. Drives continuous improvement, coordinating with the technology team on automation/enhancement of various processes and reports. Ability to leverage AI to streamline and modernize workflows. Leads and supports projects and ensures they are completed timely and accurately. Oversees and makes recommendations on necessary procedural/control changes. Serves as a point of escalation for complex reporting matters; coordinates timely responses and maintains strong stakeholder confidence. Provides guidance, coaching and leadership support to team members and contributes to the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-8 years of total work experience preferred. Proficient with MS Excel required and programming knowledge a plus. Knowledge of the Financial Services Industry required. Strong collaborative skills are preferred to work in this collegial team environment. Strong communication skills, problem-solving and basic project management abilities required. Prior operational and regulatory experience a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $125,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $68k-125k yearly 1d ago
  • Equity Research Associate - Cyber Software

    Jefferies 4.8company rating

    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 (and the occasional Sunday) 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 60d+ ago
  • Head of Marketing

    Equilend 4.4company rating

    Equilend job in New York, NY

    About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role This position will be responsible for leading our marketing function with a core focus on demand generation, product marketing and go to market execution. The role ensures that EquiLend's solutions across Trading, Post Trade, Data and Analytics, RegTech and Spire are positioned effectively for a specialised and concentrated client base within the global securities finance ecosystem. The position provides strategic and hands on leadership across demand generation, product marketing, content, events, communications and design. The Head of Marketing manages a global team and ensures tight alignment with Sales and Product, defines scalable go to market approaches for a niche B2B environment and delivers measurable commercial impact through pipeline generation and product adoption. Success in the role requires both leadership of a multidisciplinary team and direct personal execution. What you'll do * Lead the development of the marketing strategy with particular focus on demand generation, product marketing and go to market planning for a specialised financial technology client base * Oversee product positioning, messaging and value propositions across EquiLend's portfolio, ensuring clarity, accuracy and consistency with Product and Sales * Deliver targeted marketing campaigns across products and geographies that drive qualified commercial opportunities and support revenue growth across new and existing clients * Define and maintain measurable frameworks for pipeline creation, campaign performance and marketing sourced or influenced demand * Establish and govern go to market plans for new products, enhancements and strategic initiatives, ensuring structured alignment with Sales, Product and senior leadership * Lead a multidisciplinary marketing team across functions including demand generation, product marketing, events, content and design, ensuring coordinated execution and quality of output * Partner closely with Product teams to ensure deep understanding of the technology, workflows and industry use cases across Trading, Post Trade, RegTech, Data and Analytics and Spire * Strengthen collaboration with Sales and Account Management to support client targeting, account based approaches and market penetration strategies * Revamp the brand aesthetic and ensure modern brand and style designs that are consistent with our brand posture and voice in the industry. * Oversee content development across formats such as product collateral, thought leadership, sales enablement materials and digital assets * Maintain responsibility for corporate communications, ensuring accurate, timely and consistent internal and external messaging * Oversee EquiLend's participation in key industry events and conferences in partnership with the events function, ensuring alignment with commercial objectives rather than brand centric goals * Prioritise marketing investments and vendor relationships to support a lean operating model, ensuring efficient and data driven allocation of resources * Ensure the marketing function maintains high standards of accuracy, compliance and brand consistency across all materials * Represent Marketing within cross functional forums related to product reviews, sales planning and executive level discussions where required What we need * 10+ years relevant marketing experience within B2B technology or financial services, including substantial experience in demand generation and product marketing * Demonstrated ability to operate effectively within a specialised market with a limited but highly sophisticated customer base * Proven track record of building and executing go to market strategies that drive measurable commercial outcomes * Strong understanding of product marketing principles with experience translating complex technical or workflow driven products into clear value propositions for targeted audiences * Experience leading lean, multidisciplinary marketing teams with the ability to balance strategic oversight and hands on execution * Demonstrated ability to partner with Product, Sales and senior stakeholders to support commercial planning, product launches and account based approaches * Strong analytical skills with the ability to interpret data, optimise campaigns and measure marketing contribution to pipeline * Experience producing high quality content, communications and sales enablement materials * Knowledge of event strategy and execution within a niche B2B environment * Strong organisational, decision making and prioritisation skills with the ability to manage concurrent workstreams in a fast paced environment * Ability to operate effectively within a lean team structure with emphasis on adaptability, ownership and practical execution Role Location and Benefits * Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year. * Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend. * Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success. * Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day. * 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. * Compensation: The annual base salary range for this role is $200,000- $220,000 with an additional performance based annual bonus on top of base pay. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity and market factors. Diversity & Inclusion At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we're here to support you. #LI-Hybrid
    $200k-220k yearly Auto-Apply 60d+ ago
  • Investment Banking Associate - REGAL

    Jefferies Financial Group Inc. 4.8company rating

    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 50d ago
  • Equity Research Associate - Software

    Jefferies 4.8company rating

    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 58d ago
  • Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA)

    Jefferies Financial Group Inc. 4.8company rating

    New York, NY job

    Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
    $74k-102k yearly est. Auto-Apply 42d ago

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