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Senior Investment Analyst
Private Client Financial Advisor - Newark, NJ
Citizens 2.9
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.
$105k-250k yearly Auto-Apply 14h ago
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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. 4d ago
Alt Investments Fund Controller Associate: NAVs, Reporting
Jpmorgan Chase & Co 4.8
Finance consultant job in New York, NY
A leading financial services firm is looking for an Alternative Investment Fund Controller to oversee accounting, reporting, and financial statements for alternative investment products. Key responsibilities include reviewing NAVs, ensuring regulatory compliance, and collaborating with various internal teams. The ideal candidate will have over 4 years of private equity or hedge fund accounting experience, possess a relevant Bachelor's degree, and exhibit strong analytical and interpersonal skills to navigate a dynamic work setting.
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$89k-127k yearly est. 3d 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. 14h 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. 4d 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. 5d 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 3d ago
Financial Analyst, Commercial Asset Management
Mitsui Fudosan America 3.9
Finance consultant job in New York, NY
MFA is currently searching for a Financial Analyst to work in the Asset Management Department in our New York office. The primary function of this position is to provide analytical support to asset managers who oversee commercial properties in New York and Washington, DC. The position will report to the Director, Asset Management.
Responsibilities
Financial Modeling: Prepare and maintain property cash flow models in Argus Enterprise to support budgeting, valuation and investment decision making. Prepare and maintain investment models in Excel to calculate investment returns and cash flow waterfalls.
Budgeting: Participate in the annual budgeting process. Review materials prepared by operating partners and property managers. Prepare summary schedules. Help prepare asset management plans for presentation to senior management.
Leasing: Gather and analyze market data to understand each property's position in the market. Support asset managers to ensure properties are competitively priced relative to their competitive set. Prepare net effective rent calculations to evaluate leasing proposals.
Valuation: Gather and organize materials used to support property valuations. Interface with third-party appraisers and brokers, respond to questions.
Lender Reporting: Assist with requests related to lender reporting, such as preparing cash flow projections to ensure compliance with DSCR and LTV covenants.
Argus Administration: Manage Argus user access, organize property models and scenarios; oversee annual software renewals.
Tax Certiorari: Gather information for tax certiorari attorneys to assist with real estate tax appeals.
Property Inspections and market tours: Periodically accompany asset managers on site visits to develop relationships with the property management & leasing teams, evaluate the condition of the property, housekeeping and grounds and tour competitive assets.
Dispositions: Assist asset managers with dispositions. Gather and organize property information; help prepare materials for pitchbooks and deal rooms; help evaluate purchase offers.
Attend industry events to learn about innovative technologies, market trends, etc.
Process Improvement: Identify areas for improvement in processes that involve data collection, manipulation, report automation and analysis across various asset management platforms (NavigatorCRE, Prophia, Chatham Debt Manager, and emerging AI tools).
Qualifications
One to three years' experience working for a commercial real estate company, institutional real estate investor or financial institution, focused on commercial real estate.
Ability to read and understand key real estate agreements, including leases, management and leasing agreements, and partnership agreements.
Strong analytical skills. The ability to gather, organize and clearly summarize information.
Bachelor's degree in real estate, business administration, finance, accounting, economics from an accredited institution.
Experience with multi-tenant office buildings.
Strong proficiency with Microsoft Excel and Argus Enterprise.
Familiarity with data visualization tools including Power BI and Tableau.
Ability to communicate clearly and concisely both orally and in writing.
Independent and self-motivated, but able to function well in a collaborative, collegial environment.
Well organized with attention to detail.
Solid employment references.
Willingness and ability to travel, as necessary.
$80k-116k yearly est. 3d ago
Industrial Real Estate Asset Management Analyst
Keller Augusta
Finance consultant job in New York, NY
Our client, a private real estate investment firm, is seeking a highly motivated and qualified candidate to join its real estate team with a focus on asset management. The firm has a successful and long-standing track record, specializing in core-plus real estate investments strategically located in attractive markets across the United States. Our client has $11.4 billion of assets under management as of June 30, 2025, with the largest component being United States real estate. Since its inception in 1996, their global real estate investments have totaled approximately $28 billion across over 1,500 properties. In 2025, the firm's real estate team placed at number 42 on the PERE 100 list, one of the most prominent rankings of real estate equity investment managers in the industry.
Position Overview:
The successful hire will be based out of the New York office and interface with internal asset managers, operating partners, management companies, banks, lenders, and the internal accounting team; executing both real estate analysis and reporting. Analysts are expected to assume integral roles on deal teams and are intimately involved with the leasing and dispositions of investments and regularly attend client calls, internal meetings, and site visits. Main responsibilities to include:
Asset Management:
Model projected performance of assets/portfolios (heavy use of Microsoft Excel and Argus Software).
Evaluate new lease proposals in coordination with asset managers.
Assist with annual budgeting process in coordination with operating partners/management companies.
Prepare disposition models and draft memos for individual assets and full portfolio liquidation strategies.
Participate in weekly leasing calls with property managers and operating partners.
Perform market analyses for target markets and asset types.
Coordinate onboarding process of new operating partners and assets.
Regularly attend client calls, internal meetings, and site visits.
Review lender reporting packages and covenant calculations.
Coordinate funding requests with lenders and operators.
Assist in the preparation of year-end asset review reports and forward-looking business plans.
Leverage AI-enabled tools and prompt frameworks to enhance financial analysis, portfolio reporting, and asset-level insights, improving efficiency and decision-making across the investment lifecycle.
Other duties may be assigned.
Reporting /Oversight:
Review monthly financial reports with operating partners and property management companies.
Prepare internal performance reports.
Assist in the preparation of semi-annual investor reporting and asset valuations.
Other duties may be assigned.
Required Skills:
Bachelor's degree required in finance, accounting, economics; emphasis in real estate preferred
Candidates must have a minimum of 1 year of related real estate experience.
Strong interpersonal/communication skills; ability to develop and ask questions
Well-developed written and oral communication skills
A strong sense of drive and ambition with potential to grow into roles of greater responsibility
Ability to work well with internal and external partners and clients
Desired Skills:
Ability to use financial and valuation software including Argus
Strong sense of accountability
Strong work ethic and sense of initiative
Strong ability to multi-task
$71k-107k yearly est. 2d ago
Boutique Client Advisor (Ultra-Luxury Division)
Abel Richard
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.
$83k-155k yearly est. 3d 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 14h ago
Senior Financial Analyst | $120k+
Feldspar & Flint LLC
Finance consultant job in Bergenfield, NJ
Feldspar & Flint LLC is a NYC metro area Recruiting & Staffing firm that specializes in operational strategy across core business functions.
Our client is seeking a Senior Financial Analyst to support the financial planning, analysis, and reporting functions within a Healthcare organization. This role will partner closely with leadership and cross-functional teams to deliver accurate financial insights, support decision-making, and clearly communicate complex financial concepts.
Key Responsibilities
Analyze financial performance and trends to support budgeting, forecasting, and business planning
Prepare and present financial analyses and reporting materials for leadership
Build and maintain financial models to support pricing, cost analysis, and strategic initiatives
Support month-end and ad hoc financial reporting requirements
Collaborate with internal stakeholders to translate financial data into actionable insights
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
Minimum of 3 years of relevant finance or accounting experience (corporate finance, pricing, FP&A, or similar; sales or financial services experience excluded)
Advanced Excel skills, including INDEX/MATCH, SUMIF, XLOOKUP, and similar functions
Strong proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Excellent analytical, financial, and presentation skills
Preferred Qualifications
Experience in healthcare, health plans, or a regulated industry
Advanced skills in tools such as Power BI, SQL, or Python
Experience building financial models from the ground up
Exposure to full P&L ownership
Experience reviewing or supporting contract negotiations
$74k-102k yearly est. 3d ago
Associate, Investment Banking - ESOP
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:
The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling.
Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure.
The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout.
We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity.
What You'll Do:
Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments
Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates
Attend client meetings and present complex deal aspects directly to company shareholders and Board members
Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions
Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc.
Conduct due diligence sessions with clients
Conduct quantitative, economic, and industry research
Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors
Become SME of ESOP transaction ecosystem and feasibility
Play key leadership role in all aspects of the transaction process
What You Bring:
At least 2 years of experience in an investment banking environment with advanced technical skills
ESOP experience and familiarity preferred but not required
Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required
Ability to build diverse financial models from scratch required
Experience working the end-to-end deal execution lifecycle
Prior debt structuring and underwriting experience preferred but not required
Bachelor's degree required (Finance, Math, or Economics preferred but not required)
Advanced proficiency in Excel, PowerPoint, and Word
Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment
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. 4d 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 1d ago
Investment Banking Associate - REGAL
Jefferies Financial Group Inc. 4.8
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
#LI-DNI
$175k-200k yearly Auto-Apply 40d ago
Senior Investment Operations Analyst, Customer Support
Ridgeline 4.1
Finance consultant job in New York, NY
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
* Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
* Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
* Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
* Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
* Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
* Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
* Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
* Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
* Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
* Bachelor's degree in Finance, Economics, Accounting, or a related field.
* 3-5 years of experience in investment operations or a related middle/back-office function.
* Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
* Strong attention to detail with a commitment to accuracy and timeliness.
* Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
* Excellent written and verbal communication skills for working with customers and internal teams.
* Proficiency with Google Apps or MS Office, especially spreadsheets.
* Curiosity about new technologies, including AI-driven tools, and willingness to learn.
* Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
* Experience with enterprise SaaS or fintech platforms.
* Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
* Exposure to APIs, AWS, or other cloud-based architectures.
* CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers."
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Hybrid
$41k-49k yearly est. Auto-Apply 11d ago
Private Client Financial Advisor - Elizabeth, NJ
Citizens 2.9
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)
#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 14h 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. 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.
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
How much does a finance consultant earn in Rahway, NJ?
The average finance consultant in Rahway, NJ earns between $64,000 and $127,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.