Finance advisor jobs in Oyster Bay, NY

Looking for the next step! Investor Services Coordinator is a detail-oriented and self-motivated individual who assists with the day-to-day operations of the team, which is charged with managing all communications to our investors. This client-facing role primarily focuses on reviewing and routing a large number of inbound email requests; assisting with tracking those requests to completion, and the proper maintenance of our contact management system. Responsibilities Email Management. Own and monitor their vertical's email inbox; Monitor and route inbound mail and email and help as needed to ensure timely and accurate response to requests. Contact Management System. Ownership of and responsibility for maintaining our contacts database of 10,000+ contacts, updating database information per investor requests following compliance rules for data changes and documentation. Investor Reporting Portal User Assistance. Provide user support to our investors for our investor reporting portal, including on how to log in and navigate our websites, and granting access for new users. Investor Communication Distribution. Post all investor communications to the investor reporting portal and send appropriate notifications. Collection of Investor Documentation and Data. Ensure all documentation is complete and accurate records are maintained for tax and compliance purposes. Qualifications Bachelor's Degree required. Required Skills Accuracy and Dependability: Detail-oriented, quality-conscious, and the ability to focus and multi-task in a fast-paced environment. Deliver results in a dependable, timely and accurate manner. Excellent interpersonal, oral, and written communication skills. Ability to work with all levels of management and employees in an open team environment. Technologically savvy with a strong command of Office products especially Excel. Experience using Investran and/or SalesForce is a plus. Preferred Skills Experience using Investran and/or SalesForce is a plus.

Plainview, NY About the Role Looking for a chance to work with a team that's all about clear communication and keeping investors in the loop? In this role, you'll help put together presentations, keep our info up-to-date, and make sure everyone has what they need to make smart decisions. This is an excellent opportunity to join a large, growing company that can offer a true career path with professional development and upward mobility. This is a hybrid role, 3 days a week in the office, so they need local candidates. Salary range is $70-80K plus bonus and a very robust benefits package. What You'll Do Put together slides and materials for investor meetings Double-check that all company info (inside and out) is accurate and current. Dive into financial numbers, compare the company to others in the industry, and spot trends that matter. Help write up reports and board materials that tell our story. Keep an eye on what big investors are doing and share the highlights. Pitch in with budget planning and help track how we're doing versus our forecasts. Lend a hand with annual reports and materials for shareholder meetings. Draft company news and press releases. Jump in on other projects as they come up. What They're Looking For Bachelor's degree (required). 1-2 years working in finance, accounting, or investor relations-bonus points if you've worked with public companies or have a CPA. Experience in real estate or equity research is a plus. You're a pro with Excel and PowerPoint. Great at writing, speaking, and connecting with people. Super organized, detail-oriented, and able to juggle deadlines. You care about getting things right and can explain complex stuff in a simple way. If you would like to be considered for this or any other position posted by LHH, please email your resume to ******************* or you can visit our web site at *********** . “Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://***********/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements”

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)

Company: Pantzer Properties Job Title: Senior Analyst - Investment Team - Base Salary Range $100,000/yr. to $150,000/yr. - Plus an additional discretionary annual bonus, base salary range does not include this. Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds. Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record. Acquisitions Responsibilities: Underwrite and assist in the overall financial analysis of potential acquisition opportunities. Prepare cash flow models that will be utilized to value real estate investments, including equity and debt. Evaluate financing scenarios and provide support for acquisition financing. Prepare investment memoranda for recommended acquisition opportunities. Assist in transaction due diligence by collecting, reviewing, and summarizing property reports as well as other due diligence documents. Assist with transaction closings. Provide research support utilizing internal and external resources. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research. Asset Management Responsibilities: Support team with all aspects of monitoring the performance of a multifamily investment portfolio. Assist in the implementation of property business plans, the preparation of asset valuations and annual budgets. Prepare hold/sell/refi analysis. Verify the accuracy of property operating statements and provide actual to-budget variance analysis. Facilitate information flow between property management, accounting, and acquisition teams. Implement, oversee, and monitor turnaround strategies for any underperforming assets. Create presentation materials and communications sent to investors and executive management. Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies. Participate in the disposition process and assist with due diligence through closing. Establishment and maintenance of project files and databases. Assist with analysis related to investor deliverables and reporting. Application Requirements: 1-2 Years of investment/advisory work experience, preference given to previous employment at a principal real estate firm, brokerage, or investment bank. Strong financial modeling skills (candidates should expect a test). We're looking for pre-MBA candidates. MBA's will not be considered. Strong analytical, interpersonal, writing, and research skills. Excellent organizational and communication skills. Self-motivated, resourceful, and proactive. Ability to work independently, effectively prioritize, and multi-task under pressure. Understanding of the private equity business model and real estate industry. Familiarity with East Coast markets is a plus. Multifamily asset-class experience is a plus.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (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 Financial Advisor 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.

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential • Deep experience in a quantitative discipline • Programming skills and/or math background are required • Intelligence, creativity, and problem-solving skills • A self-starter, should have ability to work independently as well as thrive in a team environment

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.

ONIVERSE is looking for dynamic Client Advisors to join its first ANTONIO MARRAS store in the heart of New York City, NY! Job Title: Client Advisor Reports to: Store Director FLSA: Non-exempt Hourly Base Salary: $22-$30 USD plus monthly commissions About the brand: Antonio Marras started his journey in fashion in 1987 and launched his label in Milan in 1999. As a multidisciplinary artist working across fashion, cinema, literature and art, Antonio brings a unique and evolving narrative to the brand. His artistry is at the heart of everything we do, and we are strategically focused on highlighting this distinctive creative identity in every touchpoint, from product to store experience. Job Requirements: Ability to work a flexible schedule, including holidays and weekends Deliver luxury, one-on-one customer service as a Marras Brand Ambassador Meet and exceed personal and store sales goals Build and maintain strong client relationships using CRM tools Follow visual merchandising guidelines Contribute to stock management and product replenishment Passion for the luxury sector and through knowledge of products Share trends, styling ideas, and product knowledge with clients and other team members Proficiency in a second language is a plus Ability to lift more than 20 pounds and stand for long periods of time, bend, stretch, for a short distance engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) Store Cleanliness: at our stores, we take great pride in providing our customers with a clean and well-maintained shopping environment. This includes the cleanliness and organization of the store: including but not limited to the salesfloor, fitting rooms, cash desk area, and backroom areas. As a retail employee, you are expected to take the initiative of upkeeping the cleanliness in the store. Qualifications: Eligibility to work in the US for any Employer High School graduate or equivalent Minimum 2 years of experience in customer service and contemporary or luxury retail industry Excellent verbal, written communication and sales skills, with a strong customer service orientation Commitment, being self-motivated and goal oriented Impeccable presentation and the ability to thrive in a demanding environment Problem solving mindset Benefits Package: Base Salary, plus monthly commissions Medical Insurance Paid Time off and Paid Sick Time Paid Parental Leave*Must meet eligibility requirements 401(K) matching Pet Insurance Pre-Tax commuter benefits for transit and parking (Depending on City/State) Sign on Bonus Referral bonus Employee Discount, Free Uniform and much more! How we do it: • Open Minded • Pragmatic • Authentic • Passionate • Dynamic • Team Player Oniverse was founded in 1986 close to Verona, Italy with the aim to create a new way of selling hosiery and beachwear for women, men and children, through a franchising sales network. More than thirty years later, Oniverse boasts more than 5,600 shops throughout the world with different brands such as Calzedonia, Intimissimi, Falconeri and Tezenis. The success of Oniverse is the result of a number of factors: the huge range of products, the particular attention paid to fashion and the unbeatable quality-price ratio. These are some of the features that have enabled Oniverse to satisfy even its most demanding customers.

Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities. Job Responsibilities Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories. Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project. Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space. Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc. Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly. Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date. On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary. Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation. Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc. Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content. Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees. Provide assistance as necessary on internal and external outreach efforts. Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc. Required qualifications, capabilities, and skills 2+years of experience working in a museum, archive or related public history environment. Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required. Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc. Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces. Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets. Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks. Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm. Must work well individually and as part of a team, share information and support colleagues. Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously. Open to traveling for work. Physical Requirements:must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Marketing & Communications teams shape the firm's brand and protect and grow the firm's excellent reputation across the world. They deepen relationships with customers through shared passions with a best in class portfolio of partnerships globally. Through the use of data and analytics, they create and deliver marketing campaigns or servicing messages through our websites, mobile apps, and paid media channels based on what is best for the customer. #J-18808-Ljbffr

The Investment Analyst will work closely with the other members of the Family Office's investment team, as well as Accounting, Finance, and Family Services colleagues. The Investment Analyst will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office. This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required. Key Responsibilities: Responsible for maintaining and updating internal investment reporting files for all investment documentation received. Create, compile, and update performance metrics, presentations, investment reports, and transaction schedules for stakeholders. Work with third-party administrator and software providers to ensure accuracy of investment reporting. Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion. Conduct investment analysis, due diligence, and research on existing managers and market themes. Assist with monitoring existing fund investments, co-investments and manager relationships. Assist in the preparation of investment memoranda, investor letters, and portfolio updates. Participate in update calls with investment managers as requested. Prepare and monitor financial reports and statements requested by stakeholders. Participate in special projects and additional tasks as requested. Required Knowledge, Skills, and Abilities: Bachelor's degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus. Up to two (2) years' experience working in a financial services firm, investment manager or family office. Experience with a family office or with high-net-worth clients encouraged. General knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes. Evidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities. Demonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work. Demonstrates a professional and positive demeanor at all times. Detail orientated with superior organizational skills. Team player with the ability to collaborate with others while also able to work independently. Ability to work in a fast-paced, evolving environment and assist with other duties as assigned. Flexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy. Must be highly confidential, exercise absolute discretion, and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality Computer proficiency with Excel, PowerPoint and Bloomberg. Additional experience with investment reporting software (e.g., Addepar) is a plus Working Conditions: Work in an office environment. Exposure to travel conditions by automobile, airplane, or public transportation. Ability to work in New York City and travel as required. Salary Range: $85,000-$105,000 The physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not to be construed as an exhaustive statement of all supplemental duties, responsibilities, or nonessential requirements. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee.

FP&A Analyst Finance Full-Time (Hybrid) Norwalk, CT, US We're seeking a naturally curious FP&A Analyst who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made. FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting. You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes. PRIMARY RESPONSIBILITIES Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends Assist in analyzing results against budget and identifying potential risks or opportunities Work with teams across the business to provide regular and ad hoc forecasts Help produce quarterly royalty statements for external partners Provide analytical support to Marketing, including campaign and subscription performance analysis Work closely with Finance team members on management accounts and reporting Assist with marketing-related accruals Partner with the Data team to support the development of Power BI dashboards and reporting tools Assist in preparing annual budgets, reforecasts, and long-range planning models Help translate data into meaningful insights for business partners Provide support with brand partner proposals as needed Complete ad hoc analysis and reporting assignments EDUCATION 2-4 years of experience in FP&A, Finance, or another analytical role High School Diploma (required) EXPERIENCE & KNOWLEDGE Strong Excel skills (required) Experience with financial analysis or modeling (a plus, but not required) Strong numerical skills and comfort working with data Proven track record of work ownership Detail-oriented with accountability to deadlines QUALITIES Willingness to learn complex financial concepts Curious mindset and interest in understanding how numbers connect to business performance Self-motivated with eagerness to grow Well-organized and able to manage multiple tasks Strong communication skills and ability to work collaboratively across cross-functional teams Interest in wine is a bonus-not a requirement Team-oriented approach and willingness to learn from others BENEFITS Full-time employees receive a complete benefits package, including: 401(k) with employer match Medical, Dental, and Vision benefits Company-paid Life and Disability Insurance Flexible Time Off Employee wine discounts and special offers Company-paid WSET Certification Ongoing personal and professional development OUR COMPANY Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes - all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers Laithwaites and The Wall Street Journal - and we are passionate about consumer satisfaction. As the leading Third Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry. Our Company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.

Job Description 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.

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team. PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE Bachelor's degree from an accredited college or university Currently living in New York or willing to relocate 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Primary Location Full Time Salary Range of $150,000 - $225,000 #LI-DNI

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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 2+ years as an Investment Banking Associate strongly preferred Internship or prior work experience in financial services industry preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 10% to 30% #LI-MW1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$200,000-$200,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

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.

Investment Banking Associate - Life Sciences (BioPharma) GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia. POSITION: We are seeking an Investment Banking Associate to join our Life Sciences team, with a focus on the Biotechnology and Pharmaceutical sectors. The ideal candidate will be a first- or second-year Associate with prior healthcare investment banking experience in Biopharma or related sectors. PRIMARY RESPONSIBILITIES: Support execution of equity and debt financings, sell-side and buy-side M&A, restructuring and recapitalization, and strategic advisory transactions Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research Collaborate with senior bankers and cross-functional teams across the firm Attend and participate in client meetings and contribute to building and maintaining client relationships. Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. Bachelor's degree from an accredited institution 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Currently based in New York, or willing to relocate REQUIREMENTS: Bachelor's degree from an accredited institution 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Currently based in New York, or willing to relocate Salary Range of $150,000-$225,000 #LI-DNI

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program 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: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills 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 join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete 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. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Investment Banking Analyst - Healthcare Generalist GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia. POSITION: We are seeking an Investment Banking Analyst to join our Healthcare team as a Healthcare generalist, working across all subsectors including healthcare services, biotechnology, pharmaceuticals, medical technology, life science tools and diagnostics, healthcare technology, and pharma services and technology. The Analyst will support deal execution and client coverage efforts in a fast-paced, collaborative environment. PRIMARY RESPONSIBILITIES: Assist in the execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization and other strategic advisory transactions Build and maintain financial models including discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books, marketing materials and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Conduct industry, company and product research and support due diligence processes Participate in client meetings and contribute to relationship development Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS: Bachelor's degree from an accredited institution 1-2 years of healthcare banking experience preferred, or relevant experience such as transaction advisory, corporate finance or accounting Strong analytical and quantitative skills Excellent written and verbal communication abilities High attention to detail and ability to manage multiple projects simultaneously Resourceful self-starter; able to work autonomously and a team player Currently based in New York or willing to relocate Salary Range: $110,000-$125,000 #LI-DNI