Finance advisor jobs in New York - 4,364 jobs

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

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.

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

Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) opening in Hauppauge, Long Island, NY. Manage and service an assigned High Net Worth (HNW) book of business. Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance. Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates; prepare and conduct client renewal reviews when needed; act as team player by supporting colleagues and providing back up support to other Account Managers as needed; strong problem solving abilities with the capacity of making independent decisions and developing solutions; Excellent oral and written communication skills; Ability to stay current in High Net Worth; Ability to learn and utilize the agency management system, carrier portals, MS Office applications ( Word, Excel, Outlook, Scribe): Must have ability to work under pressure and in a fast pace environment. Ideal candidate has working knowledge of AMS360 a plus; 3+ years of experience in High‐Net‐Worth personal lines; Property & Casualty Insurance License in good standing; MUST HAVE experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati & Berkley One as well as working with wholesale brokers on hard to place Excess & Surplus Lines business. Company Paid Health, Dental, Vision & Life Insurance, 401(K) with Full Match, Quarterly & Annual Agency Growth Bonus', Company paid AAA & (Optional) In‐house Gym Membership, Holiday, and Paid Time Off. Beautiful New Office and a Great Team to work with. Salary up to $120k DOE. (DC13035)

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.

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

Job Description: Client Advisors Reports To: Store Manager The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general. Responsibilities Sales Performance: Achieve and exceed sales and metric goals Utilize product knowledge and trends to provide relevant styling suggestions Actively engage with customers, building relationships to drive repeat business Maintain knowledge of store key performance metrics and work towards targets Collaborate with the management team to develop action plans and sales strategies Customer Service/Clienteling: Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers Assist customers by selecting appropriate styles based on their needs and preferences Use Product Knowledge to speak to the collection's vision and the product's quality Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up Proactively reach out to clients based on their preferences and past purchases Sales Floor/Operations: Maintain the visual presentation of the store, ensuring VM standards are met Assist in floor sets and replenishment of merchandise as needed Complete opening and closing duties Collaborate with the management team to oversee any additional operational tasks Other duties as assigned The A.L.C. Style Seven! - Key responsibilities of Stylists include: 1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion. 2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic. 3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve. 4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively. 5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses. 6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering. 7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact. Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices. Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms. Qualifications: · Previous experience in a retail role, preferably with a fashion luxury/contemporary brand · Strong sales, customer service, and communication skills · Basic computer skills in retail point of sales system, excel, and word · Organizational skills and an eye for detail · A positive, high energy, entrepreneurial spirit · A team player who is inspired by other's successes as well as your own · Able to work retail hours, including weekends and holidays The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate's relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

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

Internship Description Why Cascadia Capital? Why Middle-Market Banking? At Cascadia Capital, we believe the best careers are built where you can make an impact early. As one of the nation's leading independent middle-market investment banks, we sit at the center of innovation, partnering with founder-led businesses, private equity firms, and visionary businesses who are changing their industries. Middle-market banking is where real responsibility happens fast. Our analysts don't spend their summers observing; they build, analyze, present, and advise. You'll work on deals that move markets in sectors such as: Business Services Industrials Food, Beverage & Agriculture Healthcare Technology Consumer, Retail & Lifestyle What you'll do as a Summer Analyst: As a Summer Analyst, you will be a fully integrated member of the deal team and gain hands-on experience across the investment banking process. You will: Build & Analyze Develop and refine financial models that guide strategic decision-making Analyze company financials, comparable transactions, and valuation metrics Create & Communicate Build pitch books, client presentations, and more Translate complex quantitative analysis into compelling deal narratives Research & Strategize Conduct deep dives into industry trends, market dynamics, and competitive landscapes Help teams identify where clients can win and how Contribute to Live Transactions Work directly with Analysts, Associates, VPs, and Managing Directors Support M&A, capital raising, and strategic advisory engagements across industries This is real investment banking. Real work. Real impact. This is your chance to experience investment banking in its most dynamic form, high-impact work, with direct access to senior bankers, and the opportunity to see how deals come together. Who thrives here: We're looking for students who are smart, driven, curious, and never complacent. You don't need to know everything on day one but you must be excited to learn. Ideal candidates bring: High intellectual curiosity and a genuine interest in finance Strong analytical, writing, and research skills A collaborative mindset and positive attitude Leadership in academic, extracurricular, athletic, or work settings A meticulous attention to detail and ability to manage competing priorities The confidence to ask questions and the humility to take feedback If you're the type of person who leans into challenges and likes working in fast-moving environments, you'll thrive here. What you'll gain: Elite Training & Apprenticeship: Our program blends structured technical training with an apprenticeship model that allows you to learn directly from seasoned bankers Meaningful Work in High-Growth Cities: Opportunities available in Austin, Los Angeles, Menlo Park, Minneapolis and New York; each offering a vibrant business community and exceptional community to launch a career in investment banking A Path to Full-Time Employment: Summer Analysts will be considered for a full-time Analyst offer A Career Launchpad: Cascadia alumni go on to careers in private equity, strategy, venture capital, corporate development, and beyond, creating a powerful and tight-knit network Requirements: Strong GPA (3.5+ preferred) Undergraduate graduation date: Fall 2027 or Spring 2028 Demonstrated interest in finance or business; coursework in finance/accounting is helpful Authorization to work in the U.S. without sponsorship

Investment Banking Associate Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. We define this sector as the dynamic intersection of technology-driven solutions and financial services. FT Partners has recently been honored with the "Dealmaker of the Year" and "Investment Banking Firm of the Year" awards by The M&A Advisor. Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. FT Partners operates on a hybrid work model, with three days in the office and two days remote. Role Overview: As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts. In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development. Qualifications: Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory. FINRA Series 63 and 79 registration. Bachelor's degree with a minimum GPA of 3.5. Proven capability to lead and manage projects effectively. Exceptional organizational, execution, and time management skills, with keen attention to detail. Strong relationship management skills, with the ability to interact at all organizational levels. Excellent presentation skills, adaptable to both large and small group settings. Strategic thinker with robust analytical capabilities. Proven quantitative and technical expertise, proficient in Excel and PowerPoint. Entrepreneurial mindset, ready to tackle complex tasks and challenges. Strong work ethic, self-discipline, and motivation. U.S. work authorization required; FT Partners does not sponsor work visas. Communication Skills: Exceptional writing and verbal communication skills, with the ability to produce high-impact materials. Effective participation in both internal and external meetings. Maturity and professionalism in interactions with client executives. Team Player Attributes: Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust, and upholds ethical standards and firm values. Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills. Committed to the long-term development of self and others through coaching. Why Choose FT Partners? Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs and JP Morgan. Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades. Involvement in both billion-dollar transactions and early-stage, high-growth VC deals. Clear career progression and competitive compensation packages. Access to an unparalleled deal flow with a distinguished client base. Opportunities to engage with world-class executives in a high-growth sector. Established relationships with top financial sponsors. A close-knit, rapidly growing team environment. Selected Transactions Include Advising Divvy's $2.5 billion Sale to Bill.com GreenSky's $2.2 billion Sale to Goldman Sachs Forge's $2 billion Merger with Motive Capital Corp. Truebill's $1.3 billion Sale to Rocket Companies Revolut's $800 million Financing at a $33 billion Valuation SpotOn's $300 million Series F Financing at a $3.6 billion Valuation Upgrade's $280 million Series F Financing at a $6 billion Valuation CAIS' $225 million Series C Financing at a $1 billion+ Valuation Bilt's $200 million Financing at a $3.1 billion valuation Newfront's $200 million Financing at a $2.2 billion Valuation DailyPay's $75 million Financing at a $1.8 billion Valuation Cart.com's $60 million Series C Financing at $1.2 billion Valuation Acorn's Acquisition of GoHenry Inclusion and Equal Opportunity Employment: Financial Technology Partners 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 veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact *************************

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.

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. What you can expect Summer Interns in the Private Fund Group (“PFG”) participate in the broader Jefferies Investment Banking Summer Intern program, which represents a unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Interns are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise and work closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. Following an enriching orientation and training program, interns work on their day-to-day responsibilities with support from colleagues serving as both instructors and mentors. You'll engage with senior leaders, meet industry experts and participate in educational and social events with colleagues. We strongly encourage all our interns to make connections and grow their professional network. To help maximize your experience, interns receive formal performance reviews. In addition to performing analysis and research into funds offerings, investment managers and the markets they invest into, Interns are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Interns are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. PFG Interns responsibilities may include, but are not limited to: Providing advice to private equity and similar clients on fundraising strategy, structuring, timing, investor targeting and terms of offering Articulating complex marketing messages in a variety of mediums (written, verbally, in slide presentations, etc.) Preparing compelling fundraising offering and marketing materials, and related financial analyses Planning and administrating the investor due diligence process, including drafting responses to investor diligence questions, managing online data rooms Communicating with senior advisory and distribution team members around the world to track fundraising processes Completing a variety of analysis - economic, industry, competitive, etc. - necessary to execute fundraising processes What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies PFG Interns are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong emotional intelligence, communication ability and analytical skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. We hire Interns who have studied a variety of disciplines. WORK WITH US - Jefferies Private Fund Group (“PFG”) Located within the broader Jefferies Investment Banking platform, the PFG is a leading placement agent and alternative investment advisor that specializes in capital raising for private funds and direct financings. The PFG raises capital from investors worldwide, including public and private pension funds, sovereign wealth funds, endowments, foundations, banks, insurance companies, fund of funds, consultants and high-net-worth individuals and families. The team operates through dedicated, local, on-the-ground resources in New York, London, Hong Kong, Chicago, Dallas, Amsterdam, Frankfurt, Seoul, Tokyo and San Francisco. PFG advises on all strategies / fund types including: Private Equity Buyout Growth Equity Special Situations Distressed Debt Direct Lending Mezzanine First-Time Funds Secondary Funds Infrastructure Energy & Natural Resources Emerging Markets Direct Financings across sectors and strategies Our professionals provide high-touch advisory and execution services across all aspects of the fundraising process, playing an essential role in analyzing the competitive landscape, drafting compelling marketing materials, advising on fundraise strategy, investor outreach, co-investments and fund closings. ABOUT US At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $110,000 (pro-rated for the 10-week internship program).

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.

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.).

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

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: The Assoc Investment Banking is responsible for providing structure, marketing and execution activities supporting senior members of the team. May on a rotational basis provide transactional, statistical analysis and executional support to the team. Depth & Scope: * Works within a deal team under the overall direction of a senior officer * 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 * Assists with client negotiations and documentation * Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities * 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 * Develops and maintain contacts with market participants * Provides updates regarding institutional/retail demand and remaining TD liability for equity deals * 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 * 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 * 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. Education & Experience: * Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics * Series 7, 79 and 63 * 3+ Years of related experience Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. 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.

Summer analysts in William Blair's Financial Sponsors Group work with and support senior financial sponsor coverage bankers to develop, manage and institutionalize William Blair's relationships with many of the world's leading private equity firms. In partnership with financial sponsor, sector, and product bankers, summer analysts provide marketing and execution support throughout the entire client life cycle, including prospecting, pitching and transaction execution. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Financial Sponsors Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Develop an understanding of macro factors related to the private equity industry and relevant investment banking services Research, manage and disseminate information on private equity market trends and insight Create marketing and pitch materials, including annual relationship reviews, quarterly updates, deal flow discussions and sector-focused discussions Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade and cohort mapping Research companies and industries in targeting specific clients/industries and generate platform and add-on investment ideas Support pitches and active client engagements through financial (LBO) modeling, development of marketing materials and financial buyer coordination Manage financial buyer vetting process, including consolidating feedback from clients and William Blair bankers Formalize financial buyer presentation structure and develop talking points that can be leveraged by all of the FSG Proofread materials to ensure the accuracy of content and consistency with the William Blair brand standard Ensure all activities are following applicable rules, regulations, policies, and procedures Additional responsibilities as requested Here's what we're looking for Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered Intellectual curiosity and a passion for investment banking and financial sponsors Knowledge of Investment Banking concepts, services, and applicable regulations Project management and prioritization skills Strong analytical and quantitative skills Exceptional verbal and written communication skills Ability to work on multiple projects simultaneously Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in New York City Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

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.

The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly. Responsibilities: Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company. Collaborate with key stakeholders across the company in the analytical process. Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling. Perform research, financial modeling, and analysis to inform business decisions. Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions. Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company. Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities. Qualifications: Strong proficiency with PowerPoint and Excel Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends Preferred Qualifications: A minimum of 2 years of strategy, analytical business development and/or financial experience preferred A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank Required Education: Bachelor's Degree #ESPNMedia The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Job Posting Segment: ESPN Strategy & Research Job Posting Primary Business: ESPN Strategy Primary Job Posting Category: Corporate Development Employment Type: Full time Primary City, State, Region, Postal Code: New York, NY, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-10-09