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Business Analyst II, Financial Planning & Analysis, Shopbop
Amazon 4.7
Finance consultant job in New York, NY
Shopbop is seeking an experienced Business Analyst to drive strategic financial planning and business optimization initiatives across the organization. This role will focus on developing financial models, conducting business performance analysis, and providing data-driven insights to support key business decisions. The successful candidate will be instrumental in building and maintaining sophisticated financial models that drive strategic planning, budgeting, and forecasting processes. They will work closely with multiple business units and cross-functional partners to optimize revenue opportunities, manage costs, and identify areas for business improvement. The role requires someone who can translate complex financial analyses into actionable insights for stakeholders across the organization.
Key job responsibilities
- Develop and maintain financial models to support business planning, forecasting, and strategic initiatives
- Create and analyze monthly, quarterly, and annual financial reports to track business performance and identify trends
- Partner with business leaders to develop revenue forecasts and expense budgets
- Build and maintain dashboards to monitor key business metrics and KPIs
- Conduct variance analysis and provide insights on business performance against plans
- Support strategic initiatives through financial modeling, scenario analysis, and ROI assessment
- Perform market analysis and competitive benchmarking to identify business opportunities
- Analyze customer behavior and revenue trends to support growth strategies
- Develop and automate reporting solutions to improve efficiency and data accuracy
- Partner with cross-functional teams to drive process improvements and operational efficiency
- Support business cases for new initiatives with comprehensive financial analysis
Basic Qualifications
- 3+ years of tax, finance or a related analytical field experience
- 5+ years of Excel (including VBA, pivot tables, array functions, power pivots, etc.) and data visualization tools such as Tableau experience
- 3+ years of business or financial analysis experience
- Bachelor's degree or equivalent
- Experience defining requirements and using data and metrics to draw business insights
- Experience with Excel
- Experience with SQL
- Experience making business recommendations and influencing stakeholders
- Strong understanding of financial statements and accounting principles
- Excellent written and verbal communication skills
Preferred Qualifications
- Experience in IBM Cognos TM1/Planning Analytics work including system configuration, model building and developing reports or dashboards with TM1
- Experience using data visualization tools
- Experience in stakeholder management, dealing with multiple stakeholders at varied levels of the organization
- Experience using Oracle, or experience in solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits)
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $66,900/year in our lowest geographic market up to $143,100/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.
$66.9k-143.1k yearly 2d ago
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Investment Banking Associate
Alantra Partners Sa
Finance consultant job in New York, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
$130k-180k yearly 2d ago
Private Client Financial Advisor - Bronx, NY
Citizens 2.9
Finance consultant job in New York, NY
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.
$105k-250k yearly Auto-Apply 2d ago
Strategic Finance Executive for Academic Healthcare
ACG Cares
Finance consultant job in Newark, NJ
A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school.
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$83k-157k yearly est. 3d ago
Analyst, Investment Banking
Alvarez & Marsal 4.8
Finance consultant job in New York, NY
Analyst, Alvarez & Marsal Investment Banking
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As an Analyst in the Investment Banking group, you will gain experience in restructurings, M&A, and financial advisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.
How you will contribute
Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research
Qualifications
Minimum of 1 year of investment banking at a financial analyst level REQUIRED (2 years are preferred)
An understanding or experience in distress/restructuring or M&A
Bachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5
Demonstrated quantitative, analytic and modeling skills
Highly developed written and oral communication skills
Knowledge of capital markets and investment banking products
Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)
Understanding/experience with credit analysis is a plus
Strong interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and attention to detail
High level of integrity
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $115,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-HH1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$115k-125k yearly 2d ago
U.S. Associate - Financial Services
Lek 4.2
Finance consultant job in New York, NY
Boston, Chicago, New York, San Francisco
U.S. Associate - Financial Services
L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 2d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance consultant job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 4d ago
Quantitative Analyst - Risk Research, Analysis, and Measurement
Capital Group 4.4
Finance consultant job in New York, NY
The Risk Research, Analysis, and Measurement team (RAM) provides independent quantitative investment risk measurement and analysis at Capital Group, globally and across asset classes. RAM plays a pivotal role in supporting investment results and risk management processes and shaping the use of risk analytics at Capital Group.
"I can shape the future of risk analytics at Capital Group as a Quantitative Analyst"
As a member of the Quantitative Research and Analytics group (QRA) at Capital Group (CG), you'll conduct rigorous peer-reviewed, quantitative research and analysis. As an Analyst in RAM, you will work in a highly collaborative team to drive our investment risk research, strengthen our risk assessment framework, enhance scenario analysis capabilities, and provide actionable risk insights that empower investment leaders. You'll act as a leader within the QRA team and share in the responsibility for developing the QRA organization and guiding others within the team.
In this role you will:
Drive Risk Research & Analysis - Develop and enhance risk methodologies and frameworks, monitoring processes, and portfolio risk assessments across equity, fixed income, and multi-asset strategies.
Deliver Actionable Insights - Conduct quantitative and qualitative analyses to inform investment risk decisions, proactively identifying new ways to evaluate risk.
Influence Risk Oversight & Investment Process- Work closely with investors and investment governance bodies to understand and incorporate risk metrics and methodologies in the Capital System TM.
Drive Innovation & Collaboration - Partner with business management teams, client group, and technology teams to develop tools, frameworks, and strategic initiatives that advance risk capabilities.
Enhance Risk Transparency & Alignment - Represent Capital Group's risk practices in internal and external meetings, educate stakeholders on risk methodologies, and ensure alignment with industry standards.
Grow as a Leader - Act as a thought leader within RAM and the larger Quantitative Research & Analytics group (QRA), stay up to date with academic and industry research, mentor colleagues and drive organizational growth.
"I am the person Capital Group is looking for."
You have a minimum of 10 years relevant experience in investment risk research, analysis and modeling.
You hold an advanced degree (MFE, MSc, PhD) in Economics, Finance/Financial Engineering, Statistics, Mathematics or a related quantitative discipline.
You are an expert researcher with a track record of innovation around quantitative risk research, who is comfortable exploring unsolved questions and exploring in new directions with discipline of thought and clarity of purpose.
You have demonstrated strong risk modeling experience and empirical skills using investment risk analytical platforms (e.g. MSCI BarraOne, BlackRock Aladdin), statistical packages (e.g. R) and coding languages (e.g. Python).
You are a clear and strategic thinker who can anticipate emerging risks and translate complex analysis into clear, actionable recommendations.
You are a collaborative leader who thrives in agile cross-functional teams and can influence stakeholders at all levels.
You are a creative problem solver with a proactive approach, always looking for new ways to enhance risk analysis.
You are a strong and open communicator who can distill complex risk insights into compelling narratives for investment and oversight teams.
You will take time to invest in our culture and core values.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$114k-167k yearly est. 3d ago
Analyst, Investment Banking
Chatham Financial 4.8
Finance consultant job in New York, NY
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.
The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.
In this role you will:
Support the execution of live transactions and client mandates
Prepare presentation materials for clients and prospects
Research various industries, companies and market trends
Analyze financial statements and corporate SEC filings
Manage internal proprietary databases to support internal and client decision making
Assist in executing transactions, including due diligence and coordinating with external parties and client teams
Other duties and projects as assigned
Your impact:
In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.
Contributors to your success:
Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and
Strong interpersonal, verbal, and written communication skills
Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
Superior analytical and technical capabilities
Advanced proficiency in Microsoft Excel and PowerPoint
Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
Previous experience in credit or financial statement analysis
The ability to work with large amounts of data and understand causal relationships
Willingness to obtain, or have obtained, FINRA registration (Series 79)
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com.
Chatham Financial is an equal opportunity employer.
$90k-128k yearly est. 4d ago
Senior Budget Analyst
Ascendo 4.3
Finance consultant job in New York, NY
We are seeking a Senior Budget Analyst to play a key role in managing budgets for programs funded through the NYC Department of Homeless Services (DHS) this individual will be responsible for the full budget lifecycle- from creation to close-out. Responsibilities:
Develop, manage, and monitor annual program budgets across multiple DHS-funded sites.
Prepare detailed line-item budgets and justifications in accordance with DHS and City guidelines.
Provide budgetary analysis and recommendations to support leadership in strategic and operational decisions.
Track spending, analyze variances, and prepare budget modifications as needed.
Oversee budget submissions, renewals, and close-outs in a timely and accurate manner.
Maintain up-to-date records in the financial system and ensure proper version of all budget documents.
Serve as the primary liaison between the Finance Department, Program Management, and DHS representatives.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
Nonprofit experience is required.
3+ years of experience in budgeting, accounting, or financial analysis- preferably within NYC DHS or other City-funded programs.
Strong understanding of government contracts, fiscal management, and budget compliance.
Excellent analytical skills with the ability to interpret financial data and identify issues.
Strong communication and interpersonal skills.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Brian Keane
$53k-77k yearly est. 2d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
Finance consultant job in New York, NY
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
#J-18808-Ljbffr
$92k-145k yearly est. 3d ago
Senior Financial Analyst
Medasource 4.2
Finance consultant job in New York, NY
Responsible for leading financial analysis, reporting, forecasting, and monitoring the overall financial performance and effectiveness of a defined group of departments or major operational areas within the health system. The Senior Financial Analyst (SFA) will have a deep understanding of revenues, expenses, and accounting structures across the Clinical, Research, and Education Missions, as well as core departmental and corporate operations.
This role serves as a trusted financial partner to both Central Finance (primary) and Departmental Leadership, maintaining a very close working relationship with operational leaders, Department Administrators, faculty, and staff. The Senior Financial Analyst independently manages complex financial matters, provides strategic insight, and proactively identifies risks and opportunities. Success in this role relies on advanced technical expertise, strong communication skills, and the ability to influence decision-making at senior levels. This position reports directly to leadership within the FINCORE (Finance Core) team and may provide guidance to junior analysts.
General Responsibilities:
Monitor and lead monthly budget reviews, confirm accuracy, and conduct detailed variance and trend analysis of actual vs. budget and actual vs. prior periods, proactively communicating insights, risks, and recommendations to departmental and finance leadership.
Prepare and deliver comprehensive reporting packages, dashboards, and financial templates with advanced analysis for senior leadership and operational partners.
Lead the preparation of forecasts and multi-scenario projections to measure year-to-date activity against full-year budgets and support short- and long-term operational and strategic planning.
Provide strategic oversight of personnel allocations across accounts and advise leadership on workforce planning, funding alignment, and cost management.
Review, investigate, and resolve complex departmental financial transactions and accounting issues, including journal entries, ensuring compliance with general accounting standards and institutional policies.
Ensure compliant and optimal use of all funding sources, including philanthropy, and recommend and implement corrective actions to maintain balanced accounts and resolve funding overages.
Lead development of annual and multi-year departmental budgets, incorporating historical trends, operational drivers, and future projections.
Provide advanced ad-hoc financial analysis to support special projects, leadership initiatives, and cross-functional efforts.
Develop and maintain strong working relationships with corporate teams to address complex issues, improve processes, and enhance financial controls.
Contribute to an environment of effective financial reporting, strong time management and prioritization, regulatory compliance, and adoption of leading financial practices.
Other duties as assigned.
Specific Responsibilities:
Transactions:
Oversee and submit PeopleSoft HCM transactions related to eHires, salary allocation changes, promotions, leaves of absence, and terminations, ensuring appropriate budget availability and accurate chartstrings.
Review and approve PeopleSoft Financials transactions related to requisitions, PCard activity, and travel and expense reports, applying policy interpretation and judgment while verifying budget availability.
Submit and manage requests for new non-sponsored chartstrings as needed.
Submit and manage requests for Fund 53 extensions to Development.
Prepare, review, and submit eJVs and cost transfers to reallocate expenses as needed.
Prepare and submit supplemental compensation for affiliation and non-affiliation related work.
Track and validate the accuracy of supplemental compensation submissions based on established criteria.
Prepare and submit JOC requests for affiliation-related transactions.
Monthly Analysis and Reports:
Prepare monthly P&L reports with detailed commentary and insights and upload to Finance SharePoint.
Prepare and lead monthly updates and analysis for Recruitment Fund chartstrings.
Prepare monthly analysis of GME and 11-E accounts.
Prepare monthly analysis of non-sponsored chartstrings managed by faculty and Principal Investigators.
Prepare detailed monthly revenue analysis and identify trends and risks.
Audit, monitor, and schedule reports of departmental financial activities, including faculty expenditures, human subject payment activity, and funding allocation changes.
Prepare advanced salary worksheets and customized financial reports as needed.
Support the preparation and interpretation of clinical productivity reports and related financial analysis.
Salary Range:
$115,000 - $120,000
Minimum Qualifications:
Bachelor's degree in business, finance, accounting, or a related discipline with at least 5-7 years of progressively responsible financial analysis experience, or a combination of comparable education and experience.
Strong understanding of accounting principles, budgeting, forecasting, and financial reporting.
Advanced working knowledge of Microsoft Office software, especially Excel.
Excellent verbal and written communication skills, with the ability to partner effectively with senior leadership, faculty, and staff, and strong interpersonal and problem-solving skills.
Preferred Qualifications:
Experience with enterprise financial systems; PeopleSoft or Oracle preferred.
Experience supporting clinical, research, or academic environments.
Additional Requirements:
Ability to independently manage multiple priorities and complex deliverables on tight timelines.
Strong analytical skills, attention to detail, and sound judgment.
Demonstrated ability to proactively identify issues, develop solutions, and influence outcomes.
Strong interpersonal and communication skills and commitment to team success.
If you want, I can also:
Reduce this to a tighter internal posting version
Adjust seniority up or down (Analyst II vs Senior vs Lead)
Align language exactly to your internal leveling or comp bands
$115k-120k yearly 2d ago
Junior Financial Analyst
Vaco By Highspring
Finance consultant job in Trenton, NJ
Job Title: Junior Insurance Analyst (P&C) Compensation: $100,000-$110,000 base Experience Level: 2-3+ years Industry: Property & Casualty Insurance About the Role A growing insurance organization is seeking a Junior Insurance Analyst to join its growing finance and analytics function. This role sits on the Property & Casualty (P&C) side of the business and will partner closely with senior leadership to support financial planning & analysis (FP&A), reporting, and data-driven decision-making.
The team is currently navigating data challenges and is looking for a high-potential, detail-oriented analyst who is eager to grow, improve processes, and help lay the groundwork for a broader information process improvement initiative planned for 2026.
This is an excellent opportunity for a sharp, ambitious analyst who wants visibility, responsibility, and long-term growth within an insurance-focused environment.
Key Responsibilities
Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting
Partner with the management team to gather, validate, and analyze financial and operational data
Assist in identifying data gaps, inconsistencies, and inefficiencies across reporting processes
Build and maintain Excel-based models, reports, and analysis to support business decisions
Contribute to ongoing efforts to improve data quality and information flow in preparation for future system and process enhancements
Provide ad hoc analysis and insights related to P&C performance
Qualifications
2-3+ years of experience in insurance, financial analysis, FP&A, or a related analytical role
Property & Casualty (P&C) insurance experience is required
Strong Excel skills (pivot tables, formulas, financial modeling)
Demonstrated tenure and retention (ideally at least 2 years with one employer)
Comfortable working with imperfect or evolving data
Highly motivated, proactive, and eager to take on increased responsibility
Strong communication skills and ability to work cross-functionally with leadership
What They're Looking For
A sharp analyst with strong fundamentals
Someone ambitious who wants to grow with the organization
A candidate excited to help improve data and information processes ahead of a larger 2026 initiative
$100k-110k yearly 4d ago
Revenue Analyst
Breckenridge Pharmaceutical
Finance consultant job in Berkeley Heights, NJ
About the Company
Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world.
About the Role
We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials.
Responsibilities
Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts.
Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc.
Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks.
Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting.
Perform gross-to-net sales variance analysis and identify key drivers and trends.
Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity.
Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics.
Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc).
Qualifications
Bachelor's degree in Accounting or Finance
Required Skills
2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN.
Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred).
Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau).
Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights.
Strong communication skills (written and verbal); able to present findings to non-finance stakeholders.
Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment.
Pay range and compensation package
At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location:
Flexible approach to how we work
Health benefits and time-off programs
Competitive compensation packages
The anticipated annual salary for this role is $75,000 - 90,000.
Equal Opportunity Statement
Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$75k-90k yearly 4d ago
Associate, Investment Banking - Industrials
Stout 4.2
Finance consultant job in New York, NY
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-48k yearly est. 3d ago
CLIENT ADVISOR ANTONIO MARRAS
Oniverse
Finance consultant job in New York, NY
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.
$22-30 hourly 5d ago
Analyst - Private Equity Investments
Stepstone Group 3.4
Finance consultant job in New York, NY
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position overview:
The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices).
Essential job functions:
Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries
Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
Analyze PPMs, financial statements, and investment returns
Conduct reference calls as a part of manager and asset due diligence
Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
Preparation of due diligence materials and Investment Committee memos
Present recommendations to the investment team and the Firm's Investment Committee
Monitor the performance of the Firm's existing investments
Education and/or work experience requirements:
One to three years of investment banking, consulting, and/or private equity experience
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field
Required knowledge, skills, and abilities:
Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities
Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement
Self-starter, with strong ability to think creatively and conduct research to find solutions
Ability to communicate and present ideas effectively, both verbally and in writing
Capable of multi-tasking with strong attention to detail
Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects
High proficiency in Microsoft Word, Power Point and Excel
Fluent (written and spoken) English
Pay Range - $105,000 - $112,500
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$105k-112.5k yearly Auto-Apply 60d ago
Investment Banking Associate | Municipal Finance
Jefferies Financial Group Inc. 4.8
Finance consultant job in New York, NY
GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance.
PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks.
Desired Skills and Experience
Strong past experience in the public finance industry
Desire to be actively involved in client coverage
Desire to lead transactions
Strong technical, written and verbal communication skills
Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities
Resourceful self-starter, able to work autonomously and as team player
Detail-oriented and organized
Excellent interpersonal skills
QUALIFICATIONS:
Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.)
Must have completed a four-year Bachelor's degree or equivalent program
Strong proficiency in Microsoft Excel, Word and PowerPoint
Demonstrate professionalism and client management skills
Primary Location Full Time Salary Range of $175,000 - $250,000
#LI-DNI
$175k-250k yearly Auto-Apply 60d+ ago
Senior Investment Banking Financial Analyst
TM Capital Corp 4.2
Finance consultant job in New York, NY
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
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.
How much does a finance consultant earn in New Brunswick, NJ?
The average finance consultant in New Brunswick, NJ earns between $64,000 and $127,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in New Brunswick, NJ