Private Client Financial Advisor - Poughkeepsie, NY
Citizens 2.9
Finance consultant job in Middletown, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#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 4d 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. 3d ago
Investment Analyst
Consult Energy Inc.
Finance consultant job in Stamford, CT
Investment Analyst / Associate (Solar & Infrastructure)
An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team.
This is a hands-on role supporting the acquisition and development of distributed generation solar projects.
You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets.
The role:
Financial modelling and investment analysis
Supporting project and portfolio acquisitions
Commercial and transaction support across PPAs, leases, and purchase agreements
Coordinating with engineering, legal, construction, and finance teams
Supporting incentive capture and regulatory processes
What we're looking for
Strong academic background with solid financial modelling skills
Experience or interest in infrastructure, energy, or real assets
Detail-oriented, organised, and comfortable handling multiple workstreams
Clear communicator with a proactive mindset
A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.
$82k-140k yearly est. 4d 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. 2d ago
Treasury Analyst
Atlantic Group 4.3
Finance consultant job in Stamford, CT
This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products.
Primary Responsibilities
Execute daily cash movements related to margin requirements and transaction settlements
Monitor cash balances and liquidity needs, including short-term forecasting and funding activity
Review margin activity, investigate differences, and coordinate resolution of discrepancies
Reconcile cash, trades, and positions across internal systems and third-party service providers
Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs
Assess currency exposures and support execution of foreign exchange activity as needed
Contribute to the maintenance and improvement of treasury tools, workflows, and controls
Prepare operational summaries and reporting for internal stakeholders
Support process improvement initiatives and respond to time-sensitive requests
Remain current on market practices, operational standards, and industry developments
Required Qualifications
Bachelor's degree in Finance, Business, or a related discipline
2-3 years of experience in treasury operations or cash management operations
General understanding of margining, collateral processes, and financing structures
Knowledge of cash management procedures and operational risk controls
Experience with electronic payments, wire processing, and banking platforms
Exposure to derivatives, foreign exchange, equities, and fixed income products
Strong attention to detail with the ability to manage multiple priorities under deadlines
Effective written and verbal communication skills
Advanced proficiency in Microsoft Excel and standard office applications
ID:
47596
$59k-80k yearly est. 2d ago
Regulatory Counsel, Investment Adviser (USA)
Trexquant 4.0
Finance consultant job in Stamford, CT
This role is critical in managing investor contractual relationships, guiding the company's understanding of regulatory frameworks and fostering a culture of integrity and ethical practices. You'll collaborate with other attorneys in a small team, senior leadership and cross-functional teams to proactively manage legal risk and guide the company's investment-related legal efforts.
Responsibilities:
* Manage maintain and advise on fund offering documents, navigate and manage ongoing side letters and agreements for separately managed accounts
* Advise on financial market and global trading regulatory obligations, including filings, cybersecurity requirements, and all manner of nuanced topics in the financial market space
* Support the company's compliance with SEC regulatory requirements and industry best practices by working closely with the company's Chief Compliance Officer and staff
* Provide guidance to Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks
* Monitor and interpret changes in securities laws, SEC regulations, and corporate governance trends.
* Manage legal efforts to establish counterparty agreements including global clearing and ISDA agreements.
* Assist with Fund board of director meetings and board governance matters.
* Support other attorneys on a variety of business and technology legal responsibilities.
* Support internal investigations and respond to regulatory inquiries as needed.
* Help develop and maintain internal policies and procedures related to securities law compliance.
$105k-183k yearly est. 60d+ ago
Senior Investment Analyst - Asset Based Finance (Hybrid/Newark, NJ)
PGIM 4.5
Finance consultant job in Newark, NJ
Job Classification:
Investment Management - Investments
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 Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group.
What you can expect
Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes.
Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set.
Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
Deliver and effectively communicate monthly and quarterly performance attribution analysis
Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools
Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk.
What you will bring
3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred
Strong demonstrated quantitative skills (project experience involving data analysis a plus)
Advanced knowledge of MS Excel
Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus
Tableau or other data visualization tool experience is preferred
Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct
Maintains high levels of productivity and self-direction
MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered
Excellent verbal and written communications skills
Embraces and encourages change and development
*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 salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
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.
$120k-125k yearly Auto-Apply 60d+ ago
Senior Investment Analyst
NYPA Home
Finance consultant job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
Support the management of all external relationships.
Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
Prepare documentation for all investment-related audit requests conducted internally or externally.
Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
Financial experience with exposure to accounting practices, long range planning, etc., preferred.
Experience with the development of financial models/tools to convey business impacts.
Excellent verbal and written communication skills.
Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
$98k-135k yearly 32d ago
Senior Investment Analyst
New York Power Authority 4.0
Finance consultant job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
* Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
* Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
* Support the management of all external relationships.
* Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
* Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
* Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
* Prepare documentation for all investment-related audit requests conducted internally or externally.
* Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
* Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
* Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
* Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
* Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
* Financial experience with exposure to accounting practices, long range planning, etc., preferred.
* Experience with the development of financial models/tools to convey business impacts.
* Excellent verbal and written communication skills.
* Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
* Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
* Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
* Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
* Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Financial, Investment, Banking, Equity, Bank, Finance
$98k-135k yearly 33d ago
Investment Banking Recruiter, Senior Associate
JPMC
Finance consultant job in Jersey City, NJ
We are seeking an experienced Associate to join our front office recruiting team.
As an Associate Recruiter in Commercial Investment Banking (CIB), you will play a key role in ensuring hiring managers are best positioned to attract, source and recruit top talent, both internally and externally. The primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs.
Job Responsibilities
Manage end-to-end talent acquisition process, create and implement talent acquisition strategies
Provide guidance to hiring managers on talent acquisition processes, controls and policies
Source and pipeline qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback and appropriately disposition all candidates
Evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable
Partner with senior management, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations
Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls
Required Qualifications, Capabilities, and Skills
Bachelor's degree required
3+ years of experience in full life cycle talent acquisition at a fast paced corporate environment or talent acquisition agency
Exceptional written and verbal communication skills
Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
Possess a controls mindset; understand employment laws and regulations
Experience planning and managing networking event or projects
Superior multitasking, project management and presentation skills coupled with business acumen
Prior experience handling sensitive/confidential information
Able to tell a story with data and metrics
Strong time management skills, and the ability to consistently prioritize and re-prioritize
Preferred Qualifications, Capabilities, and Skills
Finance sector recruitment experience
$87k-132k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Investment Bank Global Payments Summer Analyst Program
Senior Analyst - Investor Relations
ACCOUNTABLE TO: Senior Vice President - Investor Relations
Job Type: Full-time
About the Company:
The Federal Farm Credit Banks Funding Corporation (Funding Corporation) is a financial institution that issues debt securities to finance the loans, leases, and operations of the Farm Credit System (FCS), the network of borrower-owned lending institutions serving the U.S.'s rural communities and agriculture sector.
The Funding Corporation's services help to connect securities market investors with the System's vital mission: to facilitate the growth of farmers and rural communities, thereby strengthening the American agricultural system.
Why Work With Us:
At the Funding Corporation you have the ability to be part of something special, leveraging your knowledge and skills to support the people who help feed, fuel and clothe the world. The Farm Credit System supports rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow.
We offer a positive company culture where you will work alongside kind people in a collaborative environment and emphasis on maintaining work-life balance.
POSITION OBJECTIVES: Support Head of Investor Relations and department in efforts to build and maintain a diverse investor base for Farm Credit Debt securities. Contribute to development and execution of investor relations strategies and messaging. Assure database and Funding Corporation website integrity for efficient use in investor development.
PRINCIPAL RESPONSIBILITIES
Collaborate with the Senior Vice President to develop and execute an Investor Relations (IR) plan designed to strengthen existing relationships and build new relationships with institutional investors.
Utilize investor data to help drive IR strategy and assist with all aspects of planning, preparing and executing investor meetings, calls, conferences and
Support investor message development by monitoring, researching and reporting on industry trends.
Collaborate with finance, financial management and information systems teams to assure timely and accurate messaging.
Create investor profiles, verify reports and provide analysis to support investor marketing and targeting.
Maintain the investor memos and activity records (currently in Microsoft Dynamics 365).
Develop marketing material including investor presentations, website content, reports, etc. and maintain IR webpage content.
Collaborate with IR Database Administrator to assure data integrity.
Engage with individuals within the Farm Credit System.
Participate in select meetings, conferences and road shows.
Willingness to travel for investor meetings, industry events and conferences occasionally.
Other projects/research/analysis as assigned.
BACKGROUND & QUALIFICATIONS
Bachelor's degree in Finance, Business, Communications or related field.
2+ years of prior work experience in capital markets or comparable
Understanding of financial reports and other investor documentation and communication.
Strong interpersonal skills that will help to develop and maintain relationships with key
Strong written and verbal communication skills. Ability to synthesize information in a clear and concise manner.
Understanding of debt market, buy-side capital market.
Understanding of dealer groups and debt capital markets ecosystem.
Interest in U.S. Agriculture industry.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook, and Familiarity with CRM software.
Ability to multi-task and meet strict
Excellent attention to detail.
Additional Information:
Office location - 101 Hudson Street, Suite 3505, Jersey City, NJ
Hybrid Work Schedule: Onsite T/W/TH, Remote M/F
Compensation range: $80-95k (DOE)
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
The Funding Corporation is an Equal Opportunity Employer and does not discriminate based on race, color, religion, national origin, sex, age, marital status, disability, protected veteran status or any other status protected by federal, state or local law.
$80k-95k yearly 60d+ ago
Corporate Actions Analyst
Insight Global
Finance consultant job in Jersey City, NJ
The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance & Stock Loan Operations, for developing and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
2+ years of Corporate Actions processing
Strong knowledge and understanding of Asset servicing processing
Knowledge of all traded products of Capital Markets
Experience with systems and applications such as DTC, ADP/BPS, -Background in Settlement operations and handled dividends
$64k-96k yearly est. 60d+ ago
Analyst - Corporate Rewards
EXL Talent Acquisition Team
Finance consultant job in Jersey City, NJ
internal system error
qualifications are required
creating a test requisition
$64k-96k yearly est. Auto-Apply 60d+ ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance consultant job in Stamford, CT
Job Description
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. 13d ago
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 4d ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment 4.0
Finance consultant job in Stamford, CT
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
$81k-123k yearly est. Auto-Apply 60d+ ago
U.S. Private Bank - Investment Professional - Analyst
JPMC
Finance consultant job in Greenwich, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$68k-109k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Investment Bank Global Payments Summer Analyst Program
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
How much does a finance consultant earn in Ramapo, NY?
The average finance consultant in Ramapo, NY earns between $71,000 and $140,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Ramapo, NY
$100,000
What are the biggest employers of Finance Consultants in Ramapo, NY?
The biggest employers of Finance Consultants in Ramapo, NY are: