What is the Position? Evercore is seeking to hire an Executive Assistant for its Human Capital Group (HCG). This individual will support the Co-Head and the Managing Director (MD) of HCG, as well as support several of the teams Managing Directors and Directors. The ideal candidate is a highly motivated, proactive, and detail-oriented individual with a strong work ethic. This role requires the ability to work in a fast-paced environment with a focus on client-service, problem solving, and proactively resolving issues. The global HCG team consists of approximately 65 members and supports a premier global independent investment banking advisory firm of approximately 2,400 employees.
Primary Responsibilities: Responsibilities include, but are not limited to the following:
* Extensive calendar management: proactively prioritizing a constantly evolving schedule to keep the Co-Head and MD on track as well as monitoring the Managing Directors and Directors calendars
* Anticipate and resolve potential scheduling / logistical conflicts with an appropriate sense of urgency and professionalism
* Act as gatekeeper for the Co-Head and MD; diligently screen phone calls and internal / external inquires as necessary to maximize time of managers
* Handle confidential materials for the HCG team with the utmost degree of care, integrity, and discretion
* Excellent communication skills and ability to develop strong working rapport with employees at all levels of the firm
* Ability to liaise frequently with other departments within the firm to coordinate conference calls and meetings, as well as troubleshoot daily issues for the HCG team
* Prepare and process expense reports utilizing Workday
* Handle domestic and international travel arrangements
* Provide additional administrative support including copying, filing, scanning, printing, preparing materials for internal meetings, setting up video conferences, booking conference rooms, ordering food/drinks, etc.
* Participate in various ad-hoc projects and perform other duties as assigned
Minimum Qualifications (required):
* 8+ years of experience
* Punctual, organized, and extremely detail-oriented
* Excellent analytical, time-management, and organizational skills; flexibility and ability to manage several priorities/projects in a very fast-paced environment
* Superior communication and interpersonal skills - both written and oral
* Strong team player with positive attitude and willingness to assist with all assigned duties
* Proficiency in Microsoft Office (especially Office, Excel, PowerPoint and Word)
* This position requires valid United States work authorization and is not eligible for visa sponsorship
Preferred Qualifications:
* Sensitivity to confidential matters
* Familiar with operating as part of a global team
* Sound judgment - knowing when to escalate an issue combined with a willingness to be flexible and pragmatic when appropriate
* Independent and strategic thinker
Hours: 9:00am - 6:00pm (with flexibility to start earlier/work later as needed) - 4 days in-office, Friday remote (unless in-office presence necessary)
Expected Base Salary Range: $85,000 - $110,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$85k-110k yearly 39d ago
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Experienced Administrative Assistant - Private Funds Group
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
What is the Position? Evercore seeks to hire an experienced administrative assistant for its Private Funds Group in New York, NY. Group Description: Evercore's Private Funds Group (PFG) provides comprehensive, global advisory, and capital raising services to select private fund sponsors. PFG's clients include general partners pursuing a wide spectrum of alternative investment strategies and asset classes, including buyout, growth equity, private credit, infrastructure, energy and power, and real assets. PFG advises and executes on all aspects of the fundraising process, including competitive positioning and market assessment, preparation of marketing materials, investor introductions, and capital closings.
Primary Responsibilities: The primary responsibilities will include, but are not limited to, the following:
* Cover calendar management and Project Management professionals in the New York Office (Associate to Managing Director)
* Monthly reconciliation of Vice President and Managing Director expenses
* Organizing / booking travel across the group
* Providing administrative assistance, such as answering emails, printing and shipping materials on the Project Management Team's behalf
* Liaising with internal and external parties on various projects and tasks, including complex scheduling requests
* Organize and plan client & internal events, including cocktail parties, happy hours, dinners, lunches, etc.
Specific Qualifications:
* 5+ years of experience in an administrative role
* Mastery of Outlook, Teams, zoom; Proficiency in Word, Excel, Power Point; aptitude to learn new software and systems
* Must have experience with Calendar Management on outlook
* Critical thinking and problem-solving skills, a "can do" attitude
* Strong time-management skills and the ability to organize and coordinate multiple projects at once
* Superb written and verbal communication skills
* Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge
* Candidate will be able to demonstrate a high level of initiative and self-motivation and must be able to work independently, across a variety of responsibilities, and at a fast pace
Expected Base Salary Range: $80,000 - $90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$80k-90k yearly 60d+ ago
External Reporting Associate
Jefferies Financial Group Inc. 4.8
New York, NY job
Reports to VP in External Reporting
Exposure to senior members of Jefferies, including the Chief Accounting Officer and the Global Controller, and will interact closely with the Jefferies Accounting Policy Group
Support the identification and implementation of opportunities to automate workflows and streamline financial statement disclosures
Interact with Product Control, Treasury and Risk functions to communicate disclosure requirements, review submissions and resolve discrepancies in a timely fashion
Prepare financial statements and footnote disclosures for certain standalone audited subsidiaries
Coordinate with external auditors for assigned reporting areas
Monitor financial reporting developments, including drafting of new disclosures as necessary
Research competitor filings to benchmark and further develop Jefferies external disclosures
Review XBRL tagging
Ensure compliance with SEC and GAAP reporting requirements and SOX controls
Other responsibilities and ad-hoc projects as assigned
Skills & Experience:
2+ years of relevant experience required
Bachelor's degree in accounting
Certified Public Accountant (CPA) preferred
Strong accounting and analytical skills
Strong written and verbal communication skills
Ability to work effectively with teams across the organization as well as act as an effective liaison with external subsidiaries
Strong Excel skills required (pivot tables, vlookups, etc.)
Workiva experience preferred
Primary Location New York Full Time Salary Range of $70,000-$95,000.
#LI-MB1
$70k-95k yearly Auto-Apply 49d ago
Equity Research Associate - Biotechnology
Jefferies 4.8
New York, NY job
Responsibilities:
Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Building and maintaining financial models
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
Proficiency in written/verbal communication
1+ year's experience in biopharmaceuticals equity research
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, team player
Primary Location Full Time Salary Range of $135,000 - $165,000.
$135k-165k yearly Auto-Apply 60d+ ago
Head of Corporate Campus Recruiting
Jefferies 4.8
New York, NY job
The Global Campus Recruiting team is currently seeking a Recruiting Lead, Americas to lead our campus recruiting efforts in the U.S. for our Corporate Division. This encompasses all related efforts including full life cycle of recruiting and other strategic programs to ensure a well-rounded candidate pipeline and internship experience. The Corporate Division encompasses campus programs for Information Technology, Risk Management, Controllers, Operations, Marketing, Human Resources and Compliance.
This individual will also provide back-up support to our Global Markets campus recruiting efforts. The role is based in New York, with flexibility to work from home 1-2 days per week.
Key Responsibilities
Work with key business stakeholders to design, manage, and execute a data-driven campus recruiting strategy for all full-time graduate Analysts, summer interns, off-cycle interns, and other program hires across Corporate
Responsible for full management of our summer intern and campus Analyst and Associate programs for Corporate:
Seek CFO approval for all costs and headcount related to campus hires and programs
Co-lead orientation and training program for Corporate interns and campus Analysts and Associates
Manage summer to full-time assessment and conversion process
Performance management responsibilities for campus program hires, which includes 90-day check-ins, as well as mid-year and year-end performance reviews
Provide Data-Driven Strategy/Data Analytics
Review the effectiveness of the campus program at the end of each season and provide key findings/recommendations
Track and analyze long-term campus program performance and retention for strategic planning
Provide data/metrics to profile successful and unsuccessful candidates
Ensure that costs/budget are adhered to in all aspects of campus recruiting
Act as the key back-up contact for a similar function for the Global Markets Divisions
Support, manage, guide, and develop one direct report on the campus recruiting team and offer guidance and mentorship to other junior members across campus recruiting
Maintain relationships with university careers services, student societies and clubs, and Jefferies Employee Resource Groups to effectively plan and execute campus recruiting events
Regularly run campus recruiting events and interview Superdays at target universities
Attend networking roundtables when appropriate, to keep abreast of industry developments/competitor activity and share best practices with team/stakeholders to continually refine our approach
Skill and Experience
10+ years of campus recruiting experience within financial services
5+ years of experience supporting corporate functions, especially IT
Proactive communication skills
Ability to build and manage key stakeholder relationships
Flexibility in approach with a demonstrated ability to manage workloads in a fast-paced environment
Demonstrated organizational and management skills
High attention to detail
Experience with Applicant Tracking Systems (Oleeo preferred) and HRIS systems
Competent with Microsoft Office (including Word, Excel, PowerPoint)
Primary Location Full Time Salary Range of $145,000 - $165,000.
#LI-MB1
$145k-165k yearly Auto-Apply 21d ago
Assurance Intern- Summer 2027
Rsm 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.
Examples of the candidate's responsibilities include:
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
Developing an understanding of the RSM audit approach and tools
Assessing risks and evaluating the client's internal control structure
Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
Drafting financial statements under prescribed formats
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $36 - $43 per hour
$36-43 hourly Auto-Apply 7d ago
Director - Risk Consulting Global Banks
Rsm 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice. Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities.
As a member of our Risk Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement.
Our Global Banking Risk Consulting practice works with leading banking institutions who depend upon effective risk management, internal audit, and governance over their business processes to achieve their business objectives, comply with evolving regulatory demands, and meet the needs of internal and external stakeholders. Our Directors assist clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
As a Director in the Global Banking consulting practice, you will work with a variety of complex global banking organizations as they continue to transform their risk management and assurance capabilities to be aligned to the key risks and strategies of their organization. You will work closely with clients to develop strong and collaborative working relationships, built on a deep understanding of their businesses, their challenges, risks, and strategy.
Key Responsibilities
Technical Experience
Advanced understanding of general controls concepts and their application in differentiated client environments, specifically within complex global banking organizations.
Global banking industry experience with interpreting policies, procedures, and controls of our clients' business applications, networks, operating systems, and other components of their technology infrastructure, and ability to effectively articulate professional observations and practical prior banking experience with RSM team members and client stakeholders.
Experience in consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and opportunities.
Advanced ability to independently assess and provide practical guidance on the appropriateness of internal controls, assessing their design and operational effectiveness, determining risk exposures and developing remediation plans, determining technical and business impact of identified security and control issues, and providing remediation guidance to clients.
Reviewing the documentation, evaluation, and testing of application controls, particularly automated controls on a wide range of externally developed and in house developed software applications across a variety of client business processes.
Advanced understanding of the use of key reports, data transmissions, input/output data controls, and data lineage in business operations.
Ability to interpret and articulate technical findings and recommendations to a broad range of senior management stakeholders.
Proficiency in understanding and articulating emerging trends within the global banking sector (e.g. machine learning/automation, use of data and analytics, etc.).
Client Experience
Leverage understanding of global banking industry trends to think critically about complex challenges and propose dynamic solutions.
Identify current and relevant global banking industry thought leadership to share with the client.
Own management level relationships and interact with executive level stakeholders. Drive collaboration with external stakeholders.
Lead risk assessment management interviews and collaborate in the development and execution of audit plans.
Perform review of client deliverables including process narratives/flowcharts, risks and control matrices, detailed testing of controls, and suggested remediation and process improvement opportunities.
Lead formal closing meetings with clients to share and confirm deliverables.
Maintain overall responsibility for project economics and manage expectations around billing, monitoring, and collections.
Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business.
Business Development
Actively participate in relevant industry associations and events to develop and/or maintain industry focus and relationships.
Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm.
Assist in writing, developing, and delivering thought leadership internally and externally.
Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets.
Contribute to pursuits through development of proposals and other materials.
Position Qualifications
Bachelor's or master's degree in business, accounting or related discipline
A minimum of eight (8) years of professional experience with risk management, external audit, internal audit, IT audit or other compliance related work serving large global banking institutions. Prior public accounting or professional services firm experience is preferred.
Experience leading project based work with milestones and workflow driven by objectives and defined timelines.
Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations.
Good understanding of relevant regulations and industry standards (e.g., FFIEC, SOX, COSO, COBIT) and best practices and methodologies to address these requirements.
Must possess a relevant professional certification including Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA ), Certified Information Systems Security Professionals (CISSP ); Certified Information Security Manager (CISM ) and/or Certified Information Privacy Professional (CIPP).
Must be able to interpret and convey technical information across various levels of technical aptitude, including senior management. This includes written and oral communications.
Strong interpersonal skills.
Effective written, verbal, and presentation skills, including interaction with members of client management.
Ability to travel to meet client needs and work collaboratively with others in-person or remotely.
Demonstrated success in high pressure scenarios.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $126,500 - $254,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$126.5k-254.7k yearly Auto-Apply 36d ago
Trader - Director
Deutsche Bank 4.9
Remote or Columbus, NY job
Job Title: Trader
Corporate Title: Director
You will join the Global Emerging Markets (GEM) financing franchise focused on originating, structuring and risk managing private credit transactions for Corporates in the region. You will act as Deal Captain, running all aspects of the credit underwriting and structuring process for new transactions. You will be responsible for the credit and legal due diligence across diverse sectors and jurisdictions. You will work with our coverage teams in Origination and Advisory (O&A), Institutional Client Group (ICG) and DCM to source and structure new transaction opportunities for our clients in LatAm. You will be expected to have an entrepreneurial spirit, building out the success and growth trajectory of the GEM financing business.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Collaborate with Coverage teams in the origination of new trades
Determine the optimal structure, pricing, and distribution strategy for new transactions
Manage the internal credit underwriting and approval process
Manage the due diligence process with clients and third parties (legal counsel, industry experts, third-party consultants, etc)
Negotiate credit documentation with clients and legal counsel
How You'll Lead
Client interaction in high profile transactions with leading Corporates in the region; product specialist collaborating with Coverage teams in the origination of transactions
Proactive and independent management of internal deal approval process with Credit, Legal and Compliance functions
Lead the effort with the syndication team on the distribution of transactions with international and regional banks, EM credit investors and other credit market participants
Skills You'll Need
Credit analysis and corporate finance proficiency
Structuring and documentation expertise
Due diligence proficiency
Experience negotiating credit structures and terms with clients
Skills That Will Help You Excel
Excellent communication skills, both written and spoken (English and Spanish or Portuguese)
Collaboration and teamwork skills are necessary
Self-starter, entrepreneurial spirit with ability to work in a dynamic environment
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $225K to $485K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
$119k-205k yearly est. Auto-Apply 60d+ ago
Investment Banking Vice President - Business Services
Jefferies Financial Group Inc. 4.8
New York, NY job
Group Description:
Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors, including Automotive, Building Products, Business Services, Chemicals, Diversified Industrials, Electrical Equipment, Engineering & Construction, Industrial and Environmental Services, Machinery, Steel and Metals, Paper and Packaging, Aviation, Transportation and Logistics.
Position:
The Global Industrials Group is actively looking for an experienced Vice President for our New York office. As a Vice President in the Investment Banking team covering Business Services, you will lead transaction execution, manage client relationships, and provide strategic advisory across a diverse and dynamic set of service-based industries. These sub-verticals include both blue- and white-collar segments, such as HR & Professional Services, Business Process Outsourcing, Education Services, Commercial & Residential Services and Environmental, Infrastructure & Sustainability Services. The role will provide an opportunity to work across all investment banking products, including M&A Advisory, Debt Financings and Equity Financings.
Primary Responsibilities:
As a Vice President in the group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients across Business Services. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations;
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models;
Analyzing business plans and participating in due diligence sessions;
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s;
Leading drafting sessions;
Preparing and managing the delivery of internal deal memos.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. VPs in the Global Industrials Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
Minimum Requirements:
· Bachelor's degree from an accredited college or university AND 5+ years of Investment Banking experience in Business Services or a sector coverage group OR MBA degree (or equivalent graduate degree) from an accredited college or university AND 3-4 years of Investment Banking experience in Business Services or a sector coverage group
· Financial modeling coursework, training, or experience
· Live in New York or willing to relocate
Base Salary: $275,000
#LI-DNI
$275k yearly Auto-Apply 60d+ ago
Data Integrity (SR AS)
Guggenheim Investments 4.2
New York, NY job
Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Data Integrity team. The Senior Associate will be part of a team which is responsible for the creation and stewardship of security data and analytics calculations for all of Guggenheim Investments. The role provides a unique opportunity to join a dynamic, evolving, and fast paced team and will involve being a subject matter expert working directly with Trading Desks, Portfolio Management, Compliance, Client Service and other Operations groups to ensure securities are set up timely and accurately in the trading systems and their data is maintained accurately.
As part of a team of experts on security level data for Guggenheim, the Senior Associate will respond to a range of inquiries from stakeholders across the firm while getting exposure to equities, Corporate Bonds, Munis, Gov't & Agency Bonds, ABS, RMBS, CMBS, Private Placements, and derivatives such as Swaps, Options and FX.
The Data Integrity Senior Associate position is within the Operations department based in the Chicago and New York office.ResponsibilitiesKey Responsibilities
Monitor security data flow across various investment management software systems to ensure consistent and accurate information is used across the firm
Daily assessment of the Data Integrity Group's suite of quality control reports including security terms and conditions checks, security issuer validation, asset class sector checks, and security ticker checks
Analyze and source data from various vendors including Bloomberg, Reuters, MSCI, and others
Perform daily ESG (Environmental, Social, Governance) ratings reviews and updates
Update and review fixed income cash flows, ensuring that the resulting bond analytics are within expectations of the portfolio desk and trading desks
Perform daily credit rating and NAIC designation reviews and updates
Update and recalculate principal and income projections based on security accruals, factors, and coupons
Consult with management and IT on how to develop continued incremental improvement and increased efficiencies across Operations and produce monthly data metrics
Timely response to inquiries affecting both the risk management system and the accounting system
Assist in training junior team members
Oversee and lead team projects and firm initiatives
QualificationsBasic Qualifications
Undergraduate degree, preferably in Finance or Business-related fields
5+ years of relevant work experience (asset management and/or middle office experience)
Strong analytical skills and experience with data analysis
Strong understanding of fixed income securities
High attention to detail, organizational skills, and ability to manage multiple inquiries under tight deadlines
Ability to lead projects to completion and troubleshoot/resolve complex issues
High proficiency in Excel, and knowledge/use of the Microsoft Office suite
Preferred Qualifications
Completion of the CFA Level 1 exam is a plus, but not required
Experience using Blackrock Aladdin, Wall Street Office
Thorough deep knowledge and understanding of fixed income securities, with emphasis on Bank Loans
Ability to work in a team to create processes and influence change
Demonstrated commitment to teamwork and client service
Effective project management and communication skills
Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative
Salary Range
Annual base salary between
$105,000.00-$115,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
$105k-115k yearly Auto-Apply 49d ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
* One year of professional experience
* Strong academic record
* An excellent, team-based attitude
* Strong work ethic and high energy level
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically PowerPoint and Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$70k-90k yearly 12d ago
Real Estate Accounting Manager - Outsourced Solutions
RSM 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM's Accounting and Finance Consulting (AFC) practice is looking for skilled professionals to join us at the Manager level. RSM's AFC practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few.
This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities. In addition, you will have the ability to learn and efficiently use our best-in-class cloud-based technology stack. FS+ Managers will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.
We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include:
* Ability to manage, coach, and motivate a team
* Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
* Superior ability to prioritize and focus in a dynamic, multi-tasking environment
* Willingness to learn and work with emerging technology solutions such as OCR(Optical Character Recognition), AI(Artificial Intelligence) and Accounting BOTS
* Professional presentation and great communication skills as contact with clients will be extensive
* Interest in personal/professional development and advancement
* Dedication to lifelong learning, including staying abreast of best practices in financial management
* Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser
* Solid Excel skills (create tables, use formulas, pivot tables)
Responsibilities:
* Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
* Work in client technology environments as well as within the FS+ tech stack
* Participate in client design sessions to analyze requirements and redesign business processes in connection with FAO best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
* Lead, manage and coach client services representatives, associates, senior associates and supervisors
* Review client's monthly financial statements including month over month variance analysis and / or actual to budget analysis
* Analyze and interpret financial information for client management and provide actionable insight and decision support
* Continuously identify opportunities to enhance the clients' monthly operations and make suggestions for process improvements
* Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
* Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
* Establish engagement budgets
* Direct initial assessments, implementations and onboarding of new FAO clients
* Write service agreements and statements of work
* Participate in meetings with new client prospects and in the proposal process
Qualifications
* A minimum of a Bachelor's degree
* CPA is highly preferred
* Experience performing and reviewing property-level accounting and finance functions required
* Experience working with property managers to resolve accounting issues, address concerns, and explain variances required
* Expertise in Real Estate technology systems is required (i.e., Yardi, MRI, RealPage, Appfolio, etc.)
* Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
* Progressive experience in accounting and financial management in a real estate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO.
* Strong technical financial accounting (GAAP, NCREIF, FMV, etc.) knowledge
* Strong management accounting and operational finance knowledge
* Excellent communication skills across all level of an organization and functional areas (i.e., property managers, accounting staff, management, investors, etc.)
* Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
* Proven leadership, management and coaching skills
* Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
* Experience with automated accounting systems (i.e., Yardi, MRI, RealPage, Appfolio, Intacct, NetSuite, Blackline, Bill.com, Tallie)
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $88,900 - $168,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$88.9k-168.3k yearly Easy Apply 40d ago
2027 Strategic Advisory: Mergers & Acquisitions Summer Analyst Program - New York Generalist
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
Evercore seeks to hire Investment Banking Summer Analysts for the 2027 New York Generalist Summer Analyst Program. Program Description: The Evercore Summer Analyst Program is a 10-week program designed to provide highly motivated undergraduates with a representative experience in strategic advisory and mergers and acquisitions. The Program seeks intelligent, mature individuals with the desire and flexibility to work in a boutique environment and learn on the job. In addition, Summer Analysts must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard. Evercore provides a robust internal training program to get Summer Analysts ready to hit the desk and add value quickly.
As part of the Program, Summer Analysts will work on a variety of assignments including: mergers and acquisitions advisory projects, restructurings, recapitalizations, divestitures, partnerships and joint ventures. As part of the team assigned to these projects, individuals will be responsible for a variety of tasks including: preparing for and attending client meetings, financial modeling, resolving complex accounting issues, industry analysis, due diligence and new business development. Summer Analysts typically work as part of small teams and have close contact with client contacts as well as partners within the Firm.
Evercore offers highly qualified Summer Analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, along with exposure to blue-chip clients, and the chance to be part of a rapidly growing, highly regarded firm.
Specific Qualifications:
* Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028
* All majors encouraged to apply
* Strong academic record coupled with diverse interests
* Ability to think critically about a range of strategic issues impacting our clients
* Demonstrated knowledge in investment banking and global markets
* Quantitative and analytical talents combined with effective communication skills
* Enthusiastic, outgoing, and achievement-oriented character with a great work ethic
Application Instructions for Students:
* Applications open January 1, 2026
* To be considered for the internship, please submit your application by February 1, 2026
* Applications are reviewed and interviews will occur on a rolling basis
* Applications should be submitted here: evercore.com/careers
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $120,000 - $120,000
$120k-120k yearly 19d ago
VP, Angular Front-End Developer, IB Technology
Jefferies Financial Group Inc. 4.8
New York, NY job
We are seeking an experienced Angular Developer to join our front-end engineering team within the investment banking and global markets divisions. This role will focus on designing, developing, and evolving large-scale Angular applications that power critical trading, analytics, and AI platforms.
You'll work closely with UI/UX designers, product owners, and back-end engineers to deliver modern, high-performance web applications using the latest versions of Angular, TypeScript, RxJS, and supporting tooling.
We're looking for a developer who combines technical excellence with creativity and curiosity-someone who loves exploring new technologies, challenging assumptions, and driving best practices in an enterprise-scale environment.
Key Responsibilities
Design and develop complex, modular Angular applications using best practices for performance, maintainability, and testability.
Collaborate with architects to define application structure, state management, and integration patterns.
Leverage RxJS, Signals, Apollo GraphQL, Angular CDK, and modern build tooling (Nx, Vite, ESBuild) for scalable front-end architectures.
Partner with UX teams to deliver clean, accessible, and intuitive interfaces for high-volume, data-rich applications.
Contribute to code reviews, architectural discussions, and technical design sessions.
Continuously evaluate and adopt modern Angular ecosystem enhancements, including new language features, build optimizations, and design patterns.
Mentor junior developers and help shape a culture of learning, innovation, and craftsmanship.
Champion improvements in tooling, CI/CD pipelines, and front-end development standards across the organization.
Required Qualifications
7+ years of professional experience developing web applications using Angular (v19+ preferred).
Strong proficiency in TypeScript, RxJS, HTML5, CSS3 (or Tailwind/SCSS).
Proven experience in large enterprise or financial systems development.
Understanding of component-driven design, module boundaries, and state management.
Familiarity with REST and GraphQL APIs, authentication flows (OAuth2/OIDC), and secure coding practices.
Experience with unit and integration testing frameworks (e.g., Jest, PlayWright).
Ability to work collaboratively in agile, cross-functional teams.
Primary Location Full Time Salary Range of $175,000 - $200,000.
$175k-200k yearly Auto-Apply 55d ago
2027 Equities: Sales & Trading Summer Intern Program - New York
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
2027 Equities: Sales & Trading Summer Intern Program - New York (Undergraduate) Applications for our Equity Sales and Trading Internship in the New York Office are now open! Evercore ISI will hire equity sales and trading Summer Interns for the New York Office. Evercore ISI is the Street's premier independent research firm, ranking #1 on a weighted basis in US equity research by Institutional Investor in 2023. Our teams' coverage spans macro, policy, as well as deep industry expertise, including TMT, consumer, financials, healthcare, energy and cap goods.
Sales and Trading Summer Interns at Evercore ISI will rotate through both Sales and Trading positions. In Sales, summer interns will have the opportunity to work with the team on value-add projects, attend client meetings, and shadow senior sales people on the desk. In Trading, summer interns will rotate across different product areas: Cash, Electronic, Options & Program and work on specific projects for the desk. At the end of the summer, each intern will be required to complete an in-depth stock pitch.
What are the Specific Qualifications?
Candidates should be/have:
* Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028
* Relevant internship experience (preferred)
* Strong communications skills, both written and oral
* Strong interpersonal skills and ability to articulate ideas
Application Instructions for Students:
* Applications open January 1, 2026
* To be considered for the internship, please submit your application by February 1, 2026
* Applications are reviewed and interviews will occur on a rolling basis
* Applications should be submitted here: evercore.com/careers
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $115,000 - $115,000
$34k-50k yearly est. 19d ago
Manager, Strategic Finance and FP&A, Data Analytics
RSM 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Manager, Strategic Finance and FP&A - Advanced Data Analytics
RSM US is seeking an Advanced Data Analytics Manager to join our Strategic Finance and FP&A team. We advise clients on transactions, strategic planning, financial planning and analysis (FP&A), and capital structure optimization across various stages of a company's lifecycle through in-depth consulting and financial modeling.
The ideal candidate has 5-8+ years of experience in high-growth, fast-paced environments and brings a blend of financial acumen and advanced data and analytics skills. Experience in client-facing roles within consulting, public accounting, private equity, venture capital, or investment banking is preferred. This role is ideal for someone who thrives in building scalable analytics solutions from the ground up.
Responsibilities
* Build, optimize, and automate data models, data warehouses, and ETL processes to enhance accuracy, speed, and scalability of management reporting tools, budgeting and forecasting models, and KPI dashboards.
* Translate raw data into actionable insights for forecasting, budgeting, scenario planning, and performance tracking.
* Ensure strong data governance and compliance with quality standards while promoting analytics best practices.
* Identify and implement efficiencies in financial reporting and analytics workflows.
* Present insights clearly to clients, influencing strategic decisions with data-driven narratives.
* Lead analytics projects from design to implementation, ensuring timely delivery and high quality.
* Develop robust data architectures to support efficient storage, retrieval, and business intelligence reporting.
* Enhance reporting processes and data visualization through innovative solutions that drive actionable insights.
* Oversee the development and maintenance of scalable, reliable BI systems aligned with evolving business needs.
Qualifications
* Bachelor's degree in Finance, Economics, Statistics, Engineering, Data Science, Computer Science, or a related field (Master's a plus).
* 5-8+ years of experience in FP&A, strategic finance, business intelligence, or analytics, with a proven ability to turn data into strategic insights.
* Advanced proficiency in tools such as Power BI, Power Query, Excel, Alteryx, and Tableau (SQL, Python, and R experience a plus).
* Experience with cloud data platforms (e.g., Databricks, Snowflake).
* Strong analytical skills and ability to solve complex business problems in a financial context.
* Excellent communication and client presentation skills; collaborative team player.
* Entrepreneurial mindset with the ability to manage multiple priorities in a dynamic environment.
* Ability to balance strategic thinking with hands-on execution and attention to detail.
* Skilled at interpreting business requirements and translating them into analytical solutions.
* Demonstrated eagerness to learn new technologies and continuously improve problem-solving capabilities.
* Ownership of the full analytics engineering lifecycle-from data ingestion and transformation to surfacing insights in BI tools and advanced models.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $88,900 - $168,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$88.9k-168.3k yearly Easy Apply 60d+ ago
Experienced Analyst - Strategic, Defense, and Shareholder Advisory
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
Primary Responsibilities: The Analyst will provide value add analysis and research as part of the Strategic, Defense, and Shareholder Advisory team within the Advisory business. In this role, the Analyst will create client presentations regarding hostile activity, proxy fights, shareholder activism, and corporate governance. The Analyst will work on live activism and raid defense situations, as well as create materials for use in client presentations, internal meetings, and marketing initiatives. The Analyst will work in a team environment within Evercore's Strategic, Defense, and Shareholder Advisory practice.
Responsibilities include, but are not limited to the following:
* Create materials related to shareholder activism, hostile activity, shareholder engagement and corporate governance for use in client presentations, internal meetings and marketing initiatives
* Support live engagements, including proxy fights and raid defense situations, contested M&A and special committee assignments
* Perform research and analysis to identify company's potential vulnerabilities to activist shareholders or potential acquirors
* Monitor relevant trends and regulatory developments
* Collaborate closely with senior bankers and other internal teams on strategic mandates
Specific Qualifications:
* Graduate of Class of 2024 through Class of 2025
* Relentless work ethic and high energy level
* An excellent, team-based atttiude
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Intellectual curiosity and an interest in finance
Expected Base Salary Range: $120,000-$140,000.
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$120k-140k yearly 21d ago
Experienced Secondaries Analyst - Private Credit
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
Group Description: Evercore's Private Capital Advisory (PCA) team is a leading global secondaries market advisor, focusing on providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives, advising limited partners on liquidity solutions for their private asset portfolios, and employing various forms of structured ABS technologies to create innovative capital and liquidity solutions for private markets issuers and investors.
What is the position? PCA is seeking to hire a highly motivated Analyst to join its team, with a focus on GP-led private credit transactions. The ideal candidate is intelligent and mature, has experience in investment banking or investing (ideally credit or secondary focused), the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. The ideal candidate must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard.
Specific Qualifications:
* 1-2 years of investment banking or investing experience (ideally restructuring or secondary focused, credit experience a plus)
* Bachelor's degree in Finance, Accounting, or a related discipline strongly preferred
* Proficiency in Microsoft Excel with strong financial modeling skills
* Superior analytical skills and demonstrated excellence in academic coursework
* Exceptional verbal and written communication skills, with the ability to present complex information clearly
* Strong interpersonal skills and ability to articulate ideas
* Demonstrated strong work ethic, self-motivation, and ability to thrive in a fast-paced, team-oriented environment
* Energetic, results-driven, and intellectually curious individual who takes initiative and ownership of responsibilities
Expected Base Salary Range: $120,000-$140,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
What is the Position: Evercore seeks to hire a Research Associate to support the Senior Research Analyst equity research coverage of MedTech, Life Science Tools, and Diagnostics companies. This opportunity is located in New York, NY and we are looking for an immediate hire.
Primary Responsibilities: Evercore offers a high quality, collegial and collaborative environment, and a rapidly expanding research platform where exceptional contributors can look forward to longer-term career opportunities. Responsibilities include:
* Develop and update company-specific and industry financial models
* Perform financial and valuation analysis of MedTech, Life Science Tools, and Diagnostics companies
* Author industry and company-specific research reports
* Oversee data collection and monitor investor news services
* Other duties as necessary
Specific Qualifications: The ideal candidate is a highly motivated individual with a strong work ethic and should be comfortable working independently as well as in a fast-paced, team-oriented environment. Prior equity research or investment banking experience is preferred.
* Preferred background in equity research, investment banking, consulting or finance-related fields with 0-3 years of experience
* Exceptional analytical and modeling capabilities
* Excellent communication skills; the job entails significant writing and PowerPoint responsibilities
* Strong attention to detail and organizational skills
* Concrete understanding of / demonstrated interest in corporate finance & equity markets
* Industry exposure is a plus, but not required
* Desire to get your hands dirty to drive the success of a leading MedTech / Tools franchise
* Team player
Expected Base Salary Range: $100,000 - $175,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$100k-175k yearly 21d ago
2027 Private Capital Advisory & Fundraising: Private Capital Advisory Summer Analyst Program - New York
Evercore Inc. 4.9
Evercore Inc. job in New York, NY
Evercore's Private Capital Advisory ("PCA") group provides independent advice and execution services to leading private equity sponsors and institutional investors on a variety of strategic transactions across the private capital spectrum including (i) sponsor driven private equity fund recapitalizations, (ii) sales of portfolios of private assets, (iii) seeded capital raises, and (iv) management team spin-outs. PCA's clients include private equity sponsors, financial institutions, asset managers, pension funds, endowments, foundations, and family offices seeking to utilize the secondary private equity market. PCA focuses on a diverse range of asset types including buyout, venture, credit, real estate, energy, and infrastructure.
The Evercore Summer Analyst Program is a 10-week program designed to provide a highly motivated undergraduate with a representative experience of a PCA analyst. PCA is seeking intelligent, mature individuals with the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job.
Interested candidates will need to rank which vertical within PCA they would like to focus on. Please see the options below:
* GP Private Equity: This summer analyst will work with our general partner ("GP") team on providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives. A deal example can be found here.
* GP Private Credit: This summer analyst will work with our general partner ("GP") team on providing strategic advisory services to credit managers. A deal example can be found here.
* LP: This summer analyst will work with our limited partner ("LP") team on advising LPs on sales of portfolios of private assets. Our LP team works with a wide variety of LPs on liquidity solutions, including university endowments, foundations, public and corporate pensions, family offices and asset managers. A deal example can be found here.
* SCS: This summer analyst will work with our Structured Capital Solutions ("SCS") team on employing various forms of structured asset-backed security technologies to create innovative capital and liquidity solutions for private markets issuers and investors. Deal examples can be found here and here.
Evercore offers highly qualified summer analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, exposure to blue-chip clients, and the chance to be part of rapidly growing, highly regarded firm.
What are the Specific Qualifications?
* Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028
* Finance, Accounting or Economics major (preferred)
* Interested in pursuing a career in the secondaries industry
* Superior analytical skills and demonstrated excellence in academic coursework
* Strong interpersonal skills and a collaborative, loyal team player
* Strong communications skills, both written and oral
* A deep commitment to personal excellence with a proven track record of strong work ethic
* Approaches challenges with optimism, humility, and a focus on learning and growth
Application Instructions for Students:
* Applications open January 1, 2026
* To be considered for the internship, please submit your application by February 1, 2026
* Applications are reviewed and interviews will occur on a rolling basis
* Applications should be submitted here: evercore.com/careers
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $120,000 - $120,000
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Evercore may also be known as or be related to Evercore, Evercore Inc, Evercore Inc., Evercore Partners and Evercore Partners Inc.