Investor Relations Associate
Finance consultant job in New York, 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.
Debt Finance Associate
Finance consultant job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
Business Analyst/Financial Analyst
Finance consultant job in Jersey City, NJ
Required Pay Scale: $60-65hr W2
***Due to client requirements this role is only open to USC or GC candidates***
Summary
Responsible for all inputs into Finance for Corporate Forecasts - staffing plans, attrition factor, contract accruals, balancing to targets
Develop a financial forecast and ensure Technology managers execute within 1%
Coordinates monthly and quarterly forecasting process and reporting in partnership with Finance, managers, and Portfolio Delivery Leads
Monitors and tracks Org Health metrics and facilitates monthly prep routines to ensure managers are actively addressing exceptions
Tracking of joiners/leavers and maintain staffing plans
Follow-up with managers on progress with hiring; escalate barriers/issues to BSM
Track and report Corporate Forecast variance drivers
Monitor capacity and forecast allocations and ensure accurate/complete
Bulk capacity changes for planned ramps
Partner with Portfolio Governance/Financial team to monitor changes in PCM dollars between forecasts and work with BSM to assess impacts to staffing plans
Help facilitate resource requisition requests
Conducts ad-hoc analysis and reporting on a range of topics (e.g., finance, personnel, cost to serve, etc.), as needed
Required Skills
Strong analytical, financial management and organizational skills with a focus on attention to detail; background in financial reporting - Base and/or Initiative
Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input and when to act independently
Excellent written & verbal communication skills and executive presence
Advanced/Expert MS Office skills, especially Excel and PowerPoint
Extremely organized/excellent time management skills
Ability to think strategically across the organization to identify opportunities to improve overall performance efficiency
Experience with tools such as PMMT, PCM, WMP and SafeNet
Thinks and acts with Operational Excellence in everything they do; relentlessly pursues and drives work to improve processes and technology that will make Bank of America the best place to work
Desired Skills
Prior experience in finance or business support, exposure to corporate forecasting, headcount reporting, variance analysis and knowledge of project management
About Matlen Silver
Experience Matters. Let your experience be driven by our experience. For more than 40years, Matlen Silver has delivered solutions for complex talent and technology
needs to Fortune 500 companies and industry leaders. Led by hard work, honesty,
and a trusted team of experts, we can say that Matlen Silver technology has
created a solutions experience and legacy of success that is the difference in
the way the world works.
Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions
without regard to race, color, religion, gender, national origin, age, sexual
orientation, veteran status, the presence of a non-job-related medical
condition or disability, or any other legally protected status.
If you are a person with a disability needing assistance with the application orat any point in the hiring process, please contact us at email and/or phone at ********************* // ************
Senior Analyst, Investment Team
Finance consultant job in New York, NY
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.
Private Client Financial Advisor - Newark, NJ
Finance consultant job in Newark, NJ
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
#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.
Auto-ApplyContract BA/PM with Financial Reconciliations Experience
Finance consultant job in Iselin, NJ
MUST be local to Iselin NJ and Available to Travel to NYC, Hybrid Schedule, at least 3 days onsite
MUST HAVE Qualifications:
7+ years of experience as senior BA / PM.
Prior experience in Banking / Financial industry a MUST
Solid understanding and experience of financial reconciliations.
Preferred - Prior experience on Designing, configuring & automation of Financial Reports / Reconciliations, using industry accepted tools, like PowerBI, Qlik, Tableau, Intellimatch, Proactive, Duco, etc.
Experience/knowledge of different financial instruments, including FI, Equities, ETDs & OTC derivatives.
Understanding of life cycle of financial trades, including FI, EQ, Derivatives, FX. Knowledge of trades clearing and settlement.
Experience on Swift messages, primarily Swift payments, and Cash management messages. Experience in swift' trades & confirmations.
Experience working on MQ, NDM, sftp.
Experience in Data analysis, including creating complex SQL queries to extract data from DB. Experience in MySQL, PLSQL, Oracle.
Must be able to work on multiple complex projects, involving multiple business and IT teams, located across the globe, to identify requirements, and perform gap analysis.
Able to create variety of project documents - project plans, FRD/BRD, process flows etc.
Experience in Jira, confluence, Service Now, MS office.
Able to Identify, document and remediate gaps in processes and ensure the alignment of IT department with internal guidelines and industry best practices.
Must have worked with different business teams, including Finance, OPS, Compliance.
Able to manage a project end to end.
Senior Financial Analyst
Finance consultant job in New York, NY
As a Senior Analyst, you'll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You'll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts.
Key Responsibilities
Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions.
Process and review partner distributions, deductions, and tax adjustments with precision and timeliness.
Update payroll systems for new and existing partners, including benefits and direct deposit details.
Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions.
Handle special income arrangements, partner status changes, and FTE adjustments.
Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers.
Collaborate with global finance managers to resolve discrepancies and maintain accurate records.
Respond promptly to partner inquiries and provide clear, detailed explanations.
Identify and implement process improvements to enhance efficiency and accuracy.
Support profit distribution analysis and reporting across multiple teams.
What We're Looking For
Bachelor's degree in Finance or Accounting; advanced knowledge of partnership finance preferred.
5+ years of experience in finance within a global law firm or professional services environment.
Strong understanding of partner compensation processes and best practices.
Advanced Excel skills, including complex formulas and data manipulation.
Ability to manage multiple priorities under tight deadlines with minimal supervision.
Excellent communication and relationship-building skills.
Detail-oriented, organized, and proactive in problem-solving.
Willingness to work overtime when necessary.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Senior Financial Analyst
Finance consultant job in New York, NY
Job Title: Senior Financial Analyst
Schedule: M-F 9a-5p
Duration: 6 Months with possible extension
Pay Range: $35 - $38/Hour
Job Description & Requirements:
5 yrs related work exp (required).
Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required).
Heavy customer service skills.
Able to multi-task and prioritize.
Someone who works independently with ongoing training.
Understands contracts and the importance of completing tasks within time allotted.
Education:
Bachelors (required).
Degree or major in Accounting/Finance (preferred).
“Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”
Tableau Data & Financial Analyst (Only US CITIZEN)
Finance consultant job in Jersey City, NJ
Mandatory Requirements:
• Domain Experience: Telecom
• Industry Experience: Finance domain
• Strong leadership skills
• 5-8 years of experience
• Proactive and dynamic, able to understand required reports, run them, and present findings to the Verizon leadership team
Role Overview:
This position is a combination of Data Analyst and Financial Analyst. Strong skills in Excel, Tableau, and Smartsheet are key, with solid experience in both financial and operational reporting.
Responsibilities:
• Develop and maintain data infrastructure
• Gather data from multiple sources, maintain datasets, and ensure data integrity (Proficiency in nSAP/1ERP is advantageous)
• Perform data analysis and management reporting
• Identify, analyze, and interpret trends using advanced Excel/Tableau/Smartsheet features
• Conduct financial and operational performance analysis
• Produce reports for performance tracking, budgeting, planning, and forecasting
• Create impactful data visualizations using Excel, Tableau, and/or Smartsheet
• Collaborate with stakeholders and present findings clearly
• Support process improvements and streamline reporting workflows
Financial Advisor
Finance consultant job in Morristown, NJ
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Principal Cybersecurity Risk Analyst
Finance consultant job in Newark, NJ
A healthcare organization in New Jersey is seeking a new Principal Cybersecurity Risk Analyst (PCSA) to lead project and technology-based risk assessments within the environment, lead technical and nontechnical third party risk assessments, and recommend mitigating action or controls.
Responsibilities:
Lead third party vendor risk, project risk, or technology risk assessments.
Lead ongoing security assessments to validate appropriate controls are in place
Provide Information Security consulting and subject matter expertise on third party service contracts and/or Sourcing arrangements and internally to junior analysts.
Lead the development and improvement of security processes, assist in metrics development, both within the technology and business organizations
Lead cross-functional teams to serve as the facilitator between the Information Cyber Security Office and the broader organization
Collaborate with internal ICSO teams to utilize expertise to identify evolving security threats and provide in-depth understanding of "if, how, and when" they should be addressed
Lead the evaluation and assessment of supplier criticality and review changes in scale and scope of services contracted with supplier for material impact.
Actively promote commitment to Information Security, Enterprise Risk Management and Audit initiatives, as well as its culture of compliance
Qualifications:
5+ years of experience in Risk Management with advanced understanding of Third-Party Risk Management
High School Diploma / GED
Third party, technology, and project risk assessment experience
Experience with Governance, Risk, and Compliance tools
Experience in Risk Management with advanced understanding of Third-Party Risk Management
Solid understanding of IT security concepts with an emphasis on Security and Risk Assessment.
Solid knowledge of IT and computer systems.
Familiarity with HIPAA security rules and National Institute of Standards and Technology (NIST) standards
familiarity with Vendor Risk Management
Strong analytical thinking skills
Excellent interpersonal skills and the ability to work effectively with others as a team
Desired Skills:
Associate's and/or Bachelor's Degree
Familiarity with ServiceNow tool
Investment Analyst
Finance consultant job in New York, NY
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.
Revenue Analyst
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.
CLIENT ADVISOR ANTONIO MARRAS
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.
Boutique Client Advisor (Ultra-Luxury Division)
Finance consultant job in New York, NY
About Us
"To Be Distinguishable, One Must Push The Limits Of Creativity.”
Abel Richard is an ultra-luxury Maison redefining modern refinement. Located in the heart of New York City, Abel Richard specializes in rare, limited-edition creations that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter.
Position Overview
The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury.
The ideal candidate brings a refined understanding of the New York luxury landscape and deep experience serving UHNW collectors, global tastemakers, and private clients. They will embody the Maison's spirit through poised presentation, impeccable service, and an intuitive ability to build lasting, meaningful relationships.
In this role, you will connect with an elite clientele drawn to Madison Avenue, SoHo, and the international art and fashion scene, representing Abel Richard as both a storyteller and a trusted advisor.
Key Responsibilities
Represent Abel Richard with discretion, artistry, and elegance in all client interactions.
Curate personalized, world-class experiences that reflect the Maison's craftsmanship and creative heritage.
Build, nurture, and expand long-term relationships with UHNW clients, collectors, and global clientele.
Partner with management to support private appointments, bespoke commissions, trunk shows, and exclusive events.
Utilize CRM tools to strengthen relationships, ensure consistent follow-up, and deliver superior after-sales care.
Leverage New York's cultural calendar-fashion weeks, art fairs, and private gatherings-to develop new relationships and elevate the brand's presence.
Requirements
Minimum 5 years of experience in ultra-luxury retail, ideally within high jewelry, fine watches, or heritage leather maisons.
Established client book within the New York or global luxury market, with strong relationships among collectors and connoisseurs.
Impeccable personal presentation, refined communication, and exceptional discretion.
Deep understanding of UHNW client expectations, luxury service culture, and cross-cultural etiquette.
Multilingual fluency preferred (Mandarin, French, Arabic, or Spanish).
Proficient in CRM systems, clienteling, and long-term relationship management.
Compensation & Privileges
Earning Potential: (hourly + commission)
Structure: Hourly compensation with competitive draw vs. commission
Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
Senior Investment Banking Financial Analyst
Finance consultant job in New York, NY
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.
Investment Banking Associate - IB Healthcare
Finance consultant job in New York, NY
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
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Auto-ApplyPGIM Fixed Income - Corporate Actions Analyst, FI Operations
Finance consultant job in Newark, NJ
Job Classification:
Investment Management - Investment Operations
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
The Global Trade Services group is seeking a Senior Corporate Actions Analyst to join their growing team. The Corporate Actions Analyst is responsible for supporting Fixed Income Corporate Actions activity. Primary responsibilities include coordination with custodian banks to ensure receipt of corporate action events, soliciting corporate action elections from portfolio managers, preparing broadcast notifications of election decisions, tracking and monitoring pending corporate actions, and processing events in the applicable trading system, coordinating with securities lending counterparties related to corporate actions on loan, dividend monitoring and collection.
What you can expect
Review and develop departmental policies, guidelines and procedures as they relate to corporate actions.
Enhance efficiencies, mitigate risks and increase controls.
Effectively partner with portfolio managers, counterparties, vendors, legal department, credit research, pricing, compliance, transfer agents, issuers and custodian banks.
Function as the "technical" expert in their assigned area.
Occasionally serve as member of a project team.
Day-to-day resolution of complex problems, and the execution of complex transactions.
Communicate with custodians to resolve issues and improve service levels.
Have extensive knowledge of the product/asset class involved in corporate actions, and securities lending.
Anticipate issues that may adversely affect Operations and propose possible solutions.
Cultivate internal and external relationships to ensure proper service levels are achieved.
Keep abreast of industry initiatives and market trends that can impact the business model and/or offer opportunities to improve processes.
What you will bring
Bachelor's degree in Economics, Finance or Business preferred, but not required.
2-5 years of Corporate Actions experience is preferred, but not required.
2-5 years of Investment Operations experience is required.
Strong knowledge of fixed income products, investment strategies and standard market practices.
PC skills with strong knowledge of Excel and Bloomberg.
Extremely detail oriented, ability to organize, prioritize tasks and work in a deadline focused environment.
Enjoys a fast-paced, high-intensity environment.
Strong written and verbal communication skills.
This role will follow a hybrid model schedule (few days from Newark office and few days remote)
Dependent upon the business, flexible work schedules are necessary to provide operational coverage to our business partners from 7:00 a.m. to 8:00 p.m.
PGIM follows the NYSE holiday schedule. This position also requires over-time during peak periods
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
About PGIM Fixed Income
PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.
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What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyPrivate Client Financial Advisor - Elizabeth, NJ
Finance consultant job in Elizabeth, NJ
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)
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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.
Auto-ApplyInvestment Banking Associate - REGAL
Finance consultant job in New York, NY
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia.
POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office.
PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models
Analyzing business plans and participating in due diligence sessions
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements
Leading drafting sessions
Preparing and managing the delivery of internal deal memos
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
REQUIRED BACKGROUND:
Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate
Past experience working in a Real Estate Group or with Real Estate sector clients
Strong technical, written and verbal communication skills
Familiarity with investment banking modeling concepts
Ability to manage a variety of transactions and projects simultaneously
Ability to coordinate and direct workflow of analysts on multiple projects simultaneously
Resourceful self-starter, able to work autonomously and as team player
Currently live in New York City or Charlotte or willing to relocate to either
Salary Range: $175,000-$200,000
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