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Private Client Financial Advisor - Brooklyn, NY
Citizens 2.9
Finance advisor job in New York, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 3d ago
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Boutique Client Advisor (Ultra-Luxury Division)
Abel Richard
Finance advisor job in New York, NY
About Us
"To Be Distinguishable, One Must Push The Limits Of Creativity.”
Abel Richard is an ultra-luxury Maison redefining modern refinement. Located in the heart of New York City, Abel Richard specializes in rare, limited-edition creations that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter.
Position Overview
The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury.
The ideal candidate brings a refined understanding of the New York luxury landscape and deep experience serving UHNW collectors, global tastemakers, and private clients. They will embody the Maison's spirit through poised presentation, impeccable service, and an intuitive ability to build lasting, meaningful relationships.
In this role, you will connect with an elite clientele drawn to Madison Avenue, SoHo, and the international art and fashion scene, representing Abel Richard as both a storyteller and a trusted advisor.
Key Responsibilities
Represent Abel Richard with discretion, artistry, and elegance in all client interactions.
Curate personalized, world-class experiences that reflect the Maison's craftsmanship and creative heritage.
Build, nurture, and expand long-term relationships with UHNW clients, collectors, and global clientele.
Partner with management to support private appointments, bespoke commissions, trunk shows, and exclusive events.
Utilize CRM tools to strengthen relationships, ensure consistent follow-up, and deliver superior after-sales care.
Leverage New York's cultural calendar-fashion weeks, art fairs, and private gatherings-to develop new relationships and elevate the brand's presence.
Requirements
Minimum 5 years of experience in ultra-luxury retail, ideally within high jewelry, fine watches, or heritage leather maisons.
Established client book within the New York or global luxury market, with strong relationships among collectors and connoisseurs.
Impeccable personal presentation, refined communication, and exceptional discretion.
Deep understanding of UHNW client expectations, luxury service culture, and cross-cultural etiquette.
Multilingual fluency preferred (Mandarin, French, Arabic, or Spanish).
Proficient in CRM systems, clienteling, and long-term relationship management.
Compensation & Privileges
Earning Potential: (hourly + commission)
Structure: Hourly compensation with competitive draw vs. commission
Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
$83k-155k yearly est. 1d ago
Corporate Development & Investment Associate - Natural Resources
Aurex Group
Finance advisor job in New York, NY
Aurex Group is partnered with a Tier 1 Global Energy Company looking to hire an Investment Associate to join their natural resources team.
This role will have broad energy investment exposure across all natural resources including oil, gas, power, renewables, metals, as well as broad vertical deal experience across up, mid, and downstream transactions. This role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team.
About the Role
Candidate's must possess both a strong technical skillset and commercial acumen.
Financial due diligence and analysis looking at deals across North America.
Support negotiations and execute agreements.
Heavy emphasis on creating and reviewing financial models, so strong modelling skills (DCF, etc) are a must.
Ideal candidates will have meaningful M&A experience within an investment bank, energy corporate, investment fund or similar within the energy sector.
Any vertical will be considered - O&G, Upstream, Midstream, Power, Renewables, Metals/Mining - provided the candidate is open to a broad role.
Candidates should come with experience within investment banking, private equity, or similar corporate development background within an Energy/Natural Resources company.
Qualifications
At least 1-5 years of M&A/investment experience
Accredited degree in Finance, Economics, or similar/relevant area
Strong analytical and modeling skills (DCF, etc)
Creative problem-solving ability
Attention to detail
Ability to multitask various projects effectively in a dynamic, fast-paced environment
Strong fundamental understanding of finance and valuation principles
Demonstrated ability and experience developing and managing complex financial models
Commercial acumen
If you believe this opportunity is right for you, please send your CV by using the Apply Now button below.
$95k-163k yearly est. 3d ago
Financial Consultant - Investment Services
Flushing Financial Corporation 4.3
Finance advisor job in New York, NY
Posted Tuesday, November 4, 2025 at 5:00 AM
Flushing Bank - Financial Consultant - Investment Services
Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
We are seeking a motivated & ambitious Financial Consultant to join our team!
The Financial Consultant strives to understand their client's goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives.
Strong communication skills and the ability to operate in a team setting are a must.
Requirements:
NASD Licenses (ex: series 7, 63 and 65 or 66)
New York State Insurance License
High School Diploma/G.E.D- Bachelors Degree preferred
NASD/FINRA background record check - Satisfactory
2 or more years of Banking or Brokerage industry experience preferred
Must be able to adapt to working in multiple locations
Position Overview:
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management.
Responsibilities:
Develop sales leads through prospecting and branch interaction
Coach and mentor branch staff on sales techniques
Profile customers and prospects and assess their financial needs
Make suitable recommendations
Expand customer and industry relationships through networking events and opportunities
#J-18808-Ljbffr
$83k-112k yearly est. 4d ago
Investment Analyst
ATR International 4.6
Finance advisor job in New York, NY
The primary responsibility is reconciling stock and cash discrepancies arising from corporate action event proceeds that were not automatically processed within the system. The role requires strict adherence to established procedures to resolve system exceptions efficiently and accurately. This role requires focus, accuracy, and the ability to work within a structured framework while managing multiple tasks effectively
Key Responsibilities
· Monitor system queues for failed incoming SWIFT (MT565) and faxed client corporate action election instructions, and process them correctly to the next step in the workflow.
· Monitor queues for failed outgoing SWIFT (MT567) messages to local sub-custodians or markets, investigate basic issues, fix errors as per procedures, and reprocess messages before deadlines.
· Perform basic checks on corporate action event setups in internal systems and confirm eligibility prior to event deadlines.
· Review corporate action announcements, mainly Cash Dividend and Interest events from US DTC, and update or align event details in internal systems as instructed.
· Escalate any mismatches or issues to senior team members and work with internal teams, DTC, or vendors as required.
· Reconcile eligible positions and cash between Client and local sub-custodians for corporate actions using MT564 (REPE/RMDR) messages or other information.
· Process and reconcile incoming MT566 or DTC CACO payment messages for corporate action entitlements.
· Assist with reconciliation of Nostro cash accounts and internal payables/receivables, and raise any breaks (including stock breaks from corporate actions) for investigation within defined SLA timelines.
· Follow standard operating procedures (SOPs), meet daily cut-offs, and maintain accurate records of all processing completed.
Required Skills:
· Proficiency in Microsoft Excel, including basic functionalities such as lookups, formulas, and keyboard shortcuts.
· Strong ability to read and execute detailed operating procedures.
· A quick learner with the capability to understand various processing applications and payment systems
Preferred Experience:
· Prior experience in Banking Custody operation business, particularly in Corporate Action operations.
· Familiarity with cash and stock transaction processing for corporate action events, particularly for Mandatory Income events for western hemisphere markets mainly US & Canada.
· Understanding of SWIFT messages especially MT566 and/or DTC CANO and CACO messages, , is highly advantageous.
Benefits
Full-time employees (working an average of 30 hours or more) are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, a 401(k) retirement savings plan with employer match (available after 1 year of employment), commuter benefits, employee discount and referral programs, and life and supplemental income insurance. Paid sick leave is provided in accordance with applicable state and local laws.
Compensation
Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience, as well as the benefits package you select.
Work Authorization
ATR International, Inc. cannot sponsor work visas (H-1B, F-1 STEM OPT with I-983, or similar). Candidates must have valid U.S. work authorization.
ATR International, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Pay Range: $29.90-36.31/hr
$29.9-36.3 hourly 4d ago
Financial Advisor
Equitable Advisors
Finance advisor job in Morristown, NJ
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable FinancialAdvisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable FinancialAdvisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$32.4k yearly 23h ago
Senior Acquisition Analyst
Cityview 3.9
Finance advisor job in New York, NY
Cityview is a vertically integrated real estate investment management firm focused on complex multifamily value-add and development opportunities in high-growth markets.
We are currently executing a strategic expansion into the East Coast markets and are seeking an investment professional to join the New York office to assist in investment acquisitions and capital formation.
Role Description:
This position offers the opportunity to combine high-velocity deal execution with strategic capital formation. The successful candidate will report directly to the Head of East Coast Acquisitions, operating in a high-autonomy environment that demands commercial judgment, quantitative excellence, and attention to detail.
Investment Acquisitions (70%)
Deal Execution: Drive the full transaction lifecycle for East Coast multifamily investments. Responsibilities include thesis generation, rigorous underwriting, due diligence management, and closing execution.
Quantitative Rigor: Construct and manipulate granular financial models (Excel) for complex deal structures, including ground-up development, value-add repositioning, and multi-tiered waterfall promotes.
Investment Committee: Synthesize deal metrics and market research into high-conviction Investment Committee memoranda; defend underwriting assumptions to Senior Leadership.
Market Intelligence: develop proprietary views on target submarkets through primary research, tracking supply/demand fundamentals to identify mispriced opportunities.
Strategic Capital Formation (30%)
Fund Analysis: Partner with the Capital Raising team to model fund-level returns and sensitivity analyses for current and future investment vehicles.
Strategic Fundraising Materials: Prepare institutional-grade presentation materials for potential and existing investors
Qualifications:
We are seeking a candidate with a proven track record of academic and professional excellence.
Experience: 2-3 years of experience at a top-tier Investment Bank (Real Estate coverage), Private Equity firm, or elite Real Estate Brokerage.
Technical Skills: Expertise in Excel and financial modeling is required. Candidates must demonstrate an ability to build complex models from scratch with zero error rate.
Education: Strong academic credentials from a top-tier university with a degree in Finance, Real Estate, Economics, or a related field.
Competencies:
Intellectual Honesty: A commitment to accurate, unbiased analysis.
Commercial Acumen: The ability to look beyond the spreadsheet to understand the business case.
Work Ethic: A high degree of self-motivation and the ability to perform under pressure in a deadline-driven environment.
The Opportunity:
Meritocracy: This is a lean, flat team structure where responsibility is awarded based on performance, not tenure.
Direct Exposure: You will work directly with senior dealmakers and have immediate exposure to the decision-making process of a discretionary fund.
Impact: As a founding member of the NYC office, you will play a material role in shaping the firm's East Coast portfolio strategy.
Physical Requirements and Working Conditions:
Works in an office environment and frequently sits for long periods of time.
Frequently speaks, reads, writes, and uses a computer keyboard and telephone.
Occasionally stands, walks, lifts, stoops, and bends.
EQUAL OPPORTUNITY EMPLOYER
Cityview is an equal opportunity employer to all, regardless of age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.
Acord (Association for Cooperative Operations Research and Development
Finance advisor job in New York, NY
An educational institution in New York seeks a Senior Financial Analyst to analyze data, develop financial models, and ensure accurate reporting. The ideal candidate will have a Bachelor's degree in Finance and 5+ years of experience in financial analysis and budgeting. Strong analytical skills, proficiency in financial software, and effective communication abilities are essential. The position is full-time, offering a salary commensurate with experience, and provides opportunities for professional growth within a supportive work culture.
#J-18808-Ljbffr
$53k-75k yearly est. 6d ago
Revenue Analyst
Breckenridge Pharmaceutical
Finance advisor job in Berkeley Heights, NJ
About the Company
Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world.
About the Role
We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials.
Responsibilities
Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts.
Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc.
Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks.
Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting.
Perform gross-to-net sales variance analysis and identify key drivers and trends.
Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity.
Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics.
Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc).
Qualifications
Bachelor's degree in Accounting or Finance
Required Skills
2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN.
Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred).
Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau).
Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights.
Strong communication skills (written and verbal); able to present findings to non-finance stakeholders.
Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment.
Pay range and compensation package
At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location:
Flexible approach to how we work
Health benefits and time-off programs
Competitive compensation packages
The anticipated annual salary for this role is $75,000 - 90,000.
Equal Opportunity Statement
Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$75k-90k yearly 3d ago
Analyst - Private Equity Investments
Stepstone Group 3.4
Finance advisor job in New York, NY
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position overview:
The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices).
Essential job functions:
Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries
Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
Analyze PPMs, financial statements, and investment returns
Conduct reference calls as a part of manager and asset due diligence
Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
Preparation of due diligence materials and Investment Committee memos
Present recommendations to the investment team and the Firm's Investment Committee
Monitor the performance of the Firm's existing investments
Education and/or work experience requirements:
One to three years of investment banking, consulting, and/or private equity experience
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field
Required knowledge, skills, and abilities:
Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities
Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement
Self-starter, with strong ability to think creatively and conduct research to find solutions
Ability to communicate and present ideas effectively, both verbally and in writing
Capable of multi-tasking with strong attention to detail
Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects
High proficiency in Microsoft Word, Power Point and Excel
Fluent (written and spoken) English
Pay Range - $105,000 - $112,500
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$105k-112.5k yearly Auto-Apply 50d ago
Senior Investment Banking Financial Analyst
TM Capital Corp 4.2
Finance advisor job in New York, NY
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
$89k-135k yearly est. 60d+ ago
Investment Banking Associate | Municipal Finance
Jefferies Financial Group Inc. 4.8
Finance advisor job in New York, NY
GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance.
PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks.
Desired Skills and Experience
Strong past experience in the public finance industry
Desire to be actively involved in client coverage
Desire to lead transactions
Strong technical, written and verbal communication skills
Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities
Resourceful self-starter, able to work autonomously and as team player
Detail-oriented and organized
Excellent interpersonal skills
QUALIFICATIONS:
Must have at least two years experience in a public finance banking role (or similar - e.g., financialadvisory firm, issuer, rating agency, etc.)
Must have completed a four-year Bachelor's degree or equivalent program
Strong proficiency in Microsoft Excel, Word and PowerPoint
Demonstrate professionalism and client management skills
Primary Location Full Time Salary Range of $175,000 - $250,000
#LI-DNI
This senior equity analyst position is a key member of the Healthcare Fund at Seligman Investments, part of Columbia Threadneedle Investments, an asset manager with over $654 billion in assets under management. This is a unique opportunity to join a growing fund with an entrepreneurial spirit integrated in a highly established and reputable investment firm/ platform. Our team has presence in New York, Menlo Park, Miami, and Boston.
Key Responsibilities
Healthcare sector coverage (not including biotech/ pharmaceuticals) reporting to the Healthcare Portfolio Manager.
Candidates should have depth of expertise in one or more: med tech, diagnostics, life science tools, diagnostics, or healthcare services with versatility and curiosity to generate ideas across healthcare sector.
Generate investment recommendations: thesis, risk-reward, supporting evidence, and catalysts.
Create and maintain detailed financial models, revenue builds, comp sheets.
Continually refine thesis and research processes.
Effectively communicate research and new developments on a regular basis.
Strong work ethic, highest integrity, drive for results, entrepreneurial spirit, intellectual curiosity and honesty contributing to a positive culture and team environment.
Required Qualifications
5+ years in healthcare equity research / sector coverage.
2+ years of experience as a buyside investment analyst covering healthcare.
Strong financial modeling, valuation, and analytical abilities.
Preferred Qualifications
Experience with private investments and derivatives.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $175,000 - $200,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset Management
Guggenheim Securities ("Guggenheim"), the Investment Banking division of Guggenheim Partners, is seeking an Associate to join its Structured Products Origination ("SPO") team. Structured Products is a core focus area at Guggenheim, and the firm is a market leader in providing its clients with a broad range of financing solutions using securitization technology applied to a variety of traditional and non-traditional asset classes, including franchise royalties, IP rights, digital infrastructure, oil & gas assets, PACE assessments, venture debt, tax liens and others.
Guggenheim ranks as the #1 underwriter of non-traditional asset-backed securities and has raised over $145 billion across 335+ transactions executed since 2014. Guggenheim and transactions we have led have routinely been selected for industry awards, including 2022 "Financial Deal of the Year" and 2020 "Financial Deal of the Year" by S&P Global Platts Global Energy Awards, 2022 "Esoteric ABS Deal of the Year" (Greenworks C-PACE 2021-1), 2021 "Esoteric ABS Bank of the Year", 2020 "Best Securitization Bank of the Year", 2019 "Most Innovative Securitization Bank of the Year", and 2018 "Esoteric ABS Bank of the Year", each by GlobalCapital.
Our Associates play an integral role in evolving and enhancing our client relationships and are active participants in client management and throughout the life of each transaction. Our Associates benefit tremendously from the experience and partnership they have with our senior bankers and we pride ourselves on the dedication we give to cultivating and developing our junior and mid-level bankers. We have a long-term view and support our bankers as they develop their managerial, marketing, sales, analytical, presentation, and communication skills throughout their careers.
Essential Job Functions
* Work directly with the group's senior professionals in all aspects of SPO transactions across a variety of asset classes, with a particular focus on non-traditional, new and emerging asset classes and issuers
* Perform portfolio and historical data analysis for various types of assets
* Prepare marketing presentations, term sheets and rating agency materials
* Develop securitization cash flow models for various types of assets and historical data analysis for various types of assets
* Tie out cash flow models and collateral characteristics with accountants and other parties
* Review and comment on transaction documentation
* Conduct market research and industry review projects for new asset classes
Preferred Qualifications
* Current position as an Associate or completion of an Analyst program in a securitization or related group at a major financial institution
* Experience with cash flow modeling of ABS, CLO or other types of securitized products required
* Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred
* Familiarity with legal documents a plus
* Detail-oriented, organized, with initiative and ability to multitask and work as part of a team
* Excellent written and verbal communication skills
* Resourcefulness, intellectual curiosity and enthusiasm
Basic Qualifications
* Requires a minimum of a Bachelor's degree
* IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience
* Core modeling and valuation experience in professional setting
* SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
* Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
* Annual base salary between $175,000 and $225,000.
* 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.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
$175k-225k yearly Auto-Apply 60d+ ago
2027 Capital Markets, Global Investment Banking Summer Analyst
Rbc Holding Co Ltd. 4.9
Finance advisor job in New York, NY
2027 Global Investment Banking Summer Analyst - New York
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
RBCCM U.S. Summer Analyst Program
Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client-facing business development initiatives.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' New York office recruits for the following industry and product groups:
Industries:
Communications, Media and Entertainment (CME)
Consumer and Retail
Financial Services (FIG)
Healthcare
Industrials
Power, Utilities, and Infrastructure
Real Estate
Technology
Product Groups:
Equity Capital Markets (ECM)
Debt Capital Markets (DCM)
Financial Sponsors
Leveraged Finance Capital Markets
Mergers and Acquisitions (M&A)
Global Private Capital
Project Finance
As a GIB Summer Analyst you will spend your time:
Developing and preserving complex financial models
Creating pitch books and other client materials
Generating and maintaining financial models and analysis
Conducting research to analyze market trends
Supporting live deals and major transactions
What do you need to succeed?
In selecting Summer Analysts, we look for the following:
Undergraduate students in their penultimate year of study at an accredited four-year college or university
Excellent written & verbal communication skills
Familiarity with computer applications such as MS Outlook, Word, and Excel
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Analyst)
An opportunity to network and discuss career opportunities through a number of social events
The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
· Drives RBC's high-performance culture
· Enables collective achievement of our strategic goals
· Generates sustainable shareholder returns and above market shareholder value
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK
City:
New York
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
CAPITAL MARKETS
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-11-03
Application Deadline:
2026-01-31
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
$110k yearly Auto-Apply 60d+ ago
2025 Investment Banking Summer Analyst Sophomore Program - New York
Mark 3.9
Finance advisor job in New York, NY
_ 24000LPK 2025 Investment Banking Summer Analyst Sophomore Program - New York Job Type : Internship Organization : Direction GeneralePrimary Location : United States-New York-New York Missions Projects include, but are not limited to: Support deal teams in pitching and executing transactions
Create & maintain financial analyses and models
Understand product and market dynamics through comparable and markets analysis
Conduct due diligence and research on various businesses and industries
Develop presentation materials for internal colleagues, clients, and investors
Profile
Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise.
Pursuing an undergraduate degree with a graduation date between December 2026 and June 2027.
Société Générale is looking for individuals who highly value:
Academic accomplishments
Interest in financial markets and analyzing various businesses and industries
Team spirit and collaboration
Adaptability, innovative thinking, energy, and enthusiasm
The opportunity to experience varied work environments
Commitment to building meaningful professional relationships in the financial sector
Intrigued by content and pitch development
Why Join Us _Business Insight _
$69k-116k yearly est. Auto-Apply 60d+ ago
Associate, Healthcare Investment Banking
Cantor Fitzgerald 4.8
Finance advisor job in New York, NY
Job Title: Associate, Healthcare Investment Banking
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.
Responsibilities:
The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients.
• Coordination of various processes, including capital raises and advisory transactions
• Preparation of offering memoranda, proposals and other written materials for meetings with clients
• Perform research and various analyses in support of new business generation
• Organize and participate in marketing and client meetings
• Leading and participating in drafting sessions for underwriting assignments
• Conducting industry and company-specific due diligence related to transactions
• Interact with corporate clients, private equity firms, venture capital firms and senior bankers
Qualifications:
• Bachelor's degree
• MBA or equivalent graduate degree in a financial discipline
• Current or recent experience in an investment banking role or equivalent position
• Current or recent healthcare industry experience
Preferred Qualifications:
• Outstanding academic record
• Exceptional communication skills, both verbal and written
• Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools
• Demonstrable commitment to and experience with working in teams
• Demonstrated interest in finance and financial markets
• Demonstrated interest in healthcare / medical field through professional and/or academic experience
• Series 63 and 79 certified
Educational Qualifications:
• Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst
• MBA or equivalent graduate degree in a financial discipline
Salary: $ 175,000 - $225,000
The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
JobID: 210673167 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $175,000.00-$225,000.00 We are seeking an experienced Associate to join our industry leading M&A Strategic Investors Group.
As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* 3 years prior work experience:
* in an investment banking front office role
* in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Bachelor's degree
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
$175k-225k yearly Auto-Apply 60d+ ago
Investment Banking Sr. Associate / Director - Healthcare Life Sciences
Oppenheimer & Co. Inc. 4.7
Finance advisor job in New York, NY
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Healthcare Life Sciences team is actively looking for an experienced Sr. Associate or VP/Director for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients.
Responsibilities:
Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives
Support new business (for both public and private clients) and marketing initiatives as appropriate
Lead day-to-day transaction execution under direction of Managing Directors
Lead pitch drafting as well as transaction marketing documents
Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions
Manage and execute on buyer interaction, transaction due diligence, etc.
Review and oversee development of financial models, valuation analyses, research
Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process
Review and oversee development of financial models, valuation analyses, research
Qualifications:
Bachelor's Degree required
4-6 years of investment banking, equity research or healthcare industry experience required
Science background with an MD, PhD or PharmD strongly preferred
Sales driven mentality with confident interpersonal skills to interact with clients and manage team members
Demonstrated aptitude for quantitative and qualitative analysis
Exceptional communication skills and executive presence, both verbal and written
Elevated attention to detail and consistency in work product
High degree of maturity, integrity, demonstrated leadership skills and work ethic
Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment
SIE, 79, 63 FINRA registrations required at time of hiring or shortly thereafter
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $160,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
$160k-200k yearly 6d ago
Associate, Investment Banking - Healthcare
TD Bank 4.5
Finance advisor job in New York, NY
Hours: 40 Line of Business: TD Securities Pay Detail: $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
We are currently seeking an experienced Associate to join our Healthcare Investment Banking practice in New York. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.
Depth & Scope:
* Works within a deal team under the overall direction of a senior team member
* Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
* Values private and public companies
* Performs complex financial and M&A modeling
* Prepares external client proposals and internal underwriting memos
* Prepares client presentations based upon the above
* Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
* Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
* Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well-informed decisions
* Develops and maintain contacts with market participants
* Works closely with/oversees junior colleagues to ensure accuracy
* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
* Maintains confidentiality of client information
* Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
* You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices.
Qualifications:
Candidates must have a strong background in investment banking underpinned by solid quantitative and analytical skills. He or she should be able to think creatively about a range of strategic issues confronting the firm's clients and have an exceptional grasp on accounting, valuation, finance, and business strategy. Specific qualifications include:
* Bachelors' degree from a leading university
* 2+ years working in investment banking with significant healthcare transaction experience - public market transactions a plus
* Ability to comfortably interact with senior bankers and clients in a professional setting
* Highly organized, detail oriented and proactive able to thrive in a team environment
* Exceptional written and verbal communication skills
* Strong intellectual curiosity
* High levels of ethics, integrity and judgment
* Series 79 and 63
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
How much does a finance advisor earn in Jersey City, NJ?
The average finance advisor in Jersey City, NJ earns between $52,000 and $162,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Jersey City, NJ
$92,000
What are the biggest employers of Finance Advisors in Jersey City, NJ?
The biggest employers of Finance Advisors in Jersey City, NJ are: