Finance Planner Jobs in New Rochelle, NY

About My Client: My client is a dynamic and growing investment bank, where they specialize in middle market transactions across multiple sectors. Their team is dedicated to providing top-notch advisory services and delivering exceptional results for their clients. Position Overview: My client is seeking a highly motivated and experienced Senior Associate or Vice President to join their MedTech team. This role offers a unique opportunity to work closely with senior bankers on deal origination, providing valuable experience and career growth. Key Responsibilities: Lead and support the execution of M&A transactions, including due diligence, financial modeling, and valuation. Develop and maintain relationships with clients, potential buyers, and other stakeholders. Assist in the origination of new business opportunities within the healthcare sector, specifically Medtech. Provide strategic advice and insights to clients in the MedTech industry. Collaborate with team members to ensure successful deal execution and client satisfaction. Requirements: Proven experience in middle market investment banking. Strong background in healthcare investment banking. Successfully closed 5+ M&A deals. Excellent analytical, financial modeling, and valuation skills. Strong communication and interpersonal skills. Ability to work effectively in a fast-paced and dynamic environment. Why Join The Team: Gain invaluable experience in deal origination and execution, enhancing your professional expertise and positioning yourself for success in the competitive investment banking landscape. Collaborate with an experienced and committed team in the MedTech sector, boasting over 35 years of combined healthcare investment banking expertise. Competitive compensation package with a base salary of $225,000 - $250,000 plus a discretionary bonus. Opportunity for career growth and advancement within the firm. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Access to professional development programs and continuous learning opportunities. Employee wellness programs and initiatives to support work-life balance. My client is seeking talented and motivated investment banking professional with a passion for healthcare. If you are looking to join a dynamic work environment, where you can make an immediate impact, don't hesitate to apply. Please submit application that includes your most updated resume.

J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for three decades. JGC's investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded and absolute integrity is required. POSITION OVERVIEW Our Healthcare team is seeking an Analyst who will support the research efforts of one of our Healthcare Portfolio Managers. The ideal candidate will have robust professional experience building financial models for primarily commercial-stage therapeutics companies, collecting and analyzing data relating to the healthcare/pharmaceutical industry and a demonstrated passion for equity investing. The Analyst will report directly to the PM and will have the opportunity to learn the tools necessary to succeed as an investor in this space. The Analyst will also work closely with other investment professionals on the team and within the broader organization, upholding the firm's culture of collaboration across teams. The successful candidate can expect a great deal of responsibility, exposure and ownership from day-one and will play a key role in the investment process from start to finish. The successful Analyst will have the opportunity to take on as much responsibility as is desired and, with demonstrated strong performance, will have the opportunity for professional development and advancement within the firm. RESPONSIBILITIES: Conduct company and industry fundamental research to develop a deep understanding of key business and industry drivers. This includes, but is not limited to: monitor and summarize daily / weekly news, build and maintain infrastructure for tracking catalysts, drug launches and drug sales, prepare for and participate in sell-side / doctor events, conferences, calls, etc. Create, maintain, and update market/company financial models to drive investment decisions, including earnings previews and reviews for stocks under coverage. Stay apprised of emerging business trends and capital markets activity. Interact and maintain positive relationships with company management and other industry participants to grow a meaningful network of business contacts. Clearly and effectively communicate / articulate ideas to colleagues. QUALIFICATIONS & EXPERIENCE: A strong academic record from a competitive institution - Bachelor's Degree required. Minimum 1.5+ years of relevant professional experience - preference for investment banking, private equity, equity research or equivalent experience including direct experience in the Healthcare sector. Professional experience with accounting and financial modeling. Demonstrated passion for the equity markets, investing and analyzing companies. Python programming experience preferred. COMPETENCIES: To perform the job successfully, an individual should excel in the following areas: Research / Problem Solving- the individual displays strong technical, organizational and problem solving abilities. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, asks intelligent questions and maintains confidentiality. Quality control- the individual consistently demonstrates accuracy, thoroughness, monitors work to ensure quality and possesses a strong attention to detail and a drive for results reflecting an ownership mentality. Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance. Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates and partners with others at the firm. The individual possesses the highest standards of integrity, honesty and mutual consideration. Planning/organizing- the individual possesses impressive organizational skills, prioritizes and plans work activities and uses time efficiently. Written communication- the individual demonstrates superior writing / drafting skills, presents information clearly and concisely and is able to read and interpret written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City's Pay Transparency Law, the currently anticipated base salary range for this role is $150,000 to $200,000, which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual's experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

We are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored. Qualifications Assist financial advisor with daily activities, including maintaining calendars Interact with clients in person and over the phone Prepare and review new account paperwork Facilitate and resolve client service requests Advanced knowledge of Microsoft office Handle confidential and/or sensitive information responsibly Required At least two (2) years of financial services/insurance experience Excellent oral and written communication skills Able to practice active listening and communicate in a direct manner Strong attention to detail with the ability to work in fast paced environment Preferred · Social media management experience · Experience with Advisor 360 software This is a hybrid position. Must be able to commute to New York City.

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm. For other roles please visit: jobs.lead-advisor.com. Abbreviated Description: We are helping a wealth management firm in Stamford hire an investment professional to focus on the client experience, trading, onboarding and other functions. Qualifications: Bachelors Degree Active Series 7 and 66 3 years of investment service and operations experience. This role is 4 days in office.

Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3 -years of customer facing investment banking or buy-side analyst experience w i th significant involvement in sales/origination role . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities. Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. *Two already hired.

Job Title: Associate, Industrials Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Industrials Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers Associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 3 years minimum of experience as an investment banking analyst MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent healthcare industry experience Preferred Qualifications: Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Demonstrated interest in healthcare / medical field through professional and/or academic experience Series 63 and 79 certified Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

GROUP DESCRIPTION: Jefferies Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Broker-Dealers, Exchanges, Financial Technology, Insurance, Specialty Finance and Depository Institutions. With the recent additions of some of the most highly regarded bankers in the sector, our team is poised for rapid growth and high performance. POSITION: The Financial Institutions Group is actively looking for experienced Associates to join our team in New York to work across Specialty Finance and Banks/Depositories coverage. PRIMARY RESPONSIBILITIES: As an Associate on the FIG team you will rapidly assume significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of private and public clients within the Insurance Coverage vertical. These responsibilities will include the following: Assisting and leading the execution of M&A and advisory transactions, as well as equity and debt financings Preparing and delivering client presentations Analyzing business plans and valuing companies using a variety of methodologies Drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Participating in due diligence and drafting sessions Preparing the delivery of internal deal memos These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors and Vice Presidents, collaborating to develop and execute solutions to meet client needs. REQUIRED BACKGROUND: 3+ years of investment banking experience; FIG industry experience is strongly preferred Strong technical, written and verbal communication skills Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting 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 an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital, family and social status, sexual orientation, gender identity or expression, genetic information, religion, trade union membership or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all applicable federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Water Asset Management (WAM) seeks listed equities analyst to cover regulated water utilities. WAM is a leading global water industry investment firm with a ~ 2-decade long track record of strong outperformance in global water equities, long only, and climate change long short. Candidates must have excellent financial modeling skills, solid stock market instincts, and a clear, direct and efficient communication and presentation style. CFA's preferred and regulated utilities experience a plus. The ideal candidate is a hardworking, high achiever with 5+ years of investment analysis experience. Please send resumes to: ********************** Water Asset Management (WAM): WAM provides global water equities investment management to a wide range of clients including endowments, foundations, family offices, pension funds, wealth funds, and ultra and high net worth individuals. Our success is driven by our single-minded and relentless focus on sourcing, analyzing, and executing on the best water industry investments in the world to generate market beating returns for our investors with positive measurable impact. WAM's culture is grounded on seeking continuous improvement, transparency, a flat organization, and a combination of leadership and autonomy to drive personal and professional growth. Water is the essential resource and its dwindling supply is defining this century much as plentiful oil defined the last. The intensification of drought and flood are indisputable and WAM invests exclusively in the companies and assets whose primary businesses grow their sales, earnings, dividends, and asset values by ensuring water quality and supply. WAM, and our equity analysts, are known for their deep-water industry domain expertise and a unique understanding of the economics and intricacies of those companies that make up the global water industry as they deliver the solutions for our most essential resource. These includes companies such as investor owned water and waste water utility service providers with their distinctive regulatory regimes, companies that provide all the products and services for industrial water and waste water treatment, desalination companies, as well those companies that provides the products and services which treat water to improve water quality, deliver water reliably, measure water consumption, improve efficiency, and monitor water quality including technologies that provide water data gathering, monitoring and analytics. ************************* How you will fulfill your potential: You will become a water industry subject matter expert on all things related to what works and what does not when delivering reliable water supply and maintaining high water quality. Your analytical approach and style of communication will become more sequenced, prioritized, clear and efficient. Primary responsibility will be for following and analyzing a list of global water company equities. For each company in your coverage universe you will be responsible for building and maintaining accurate financial models, conducting resourceful and innovative fundamental research, and engage in daily portfolio meetings to present, with lively discussion, investment ideas and portfolio construction, including both risk and reward, and highlighting key factors and trigger elements necessary to meet a company's investment objectives. Ideal Analyst Candidate Qualifications: • Proven equity analysis experience • Driven by passion, performance, and purpose • Demonstrated ability to work cooperatively and collaboratively while seeking to exceed expectations • Excellent writing and communication skills • Outstanding and innovative analytical and problem-solving skills • Strong attention to detail • Demonstrated a high degree of personal accountability, going above and beyond, to deliver with quality • Commitment to excellence with highest integrity • Resourceful, self-starter, and self-motivated • Deep interest in financial markets and good investment sense and financial instincts • Ability to work effectively in fast paced environment and think clearly under pressure

Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with candidates matching the below specification requirement: Minimum 1-2 years experience in Healthcare Investment Banking; Strong, previous M&A transaction experience; Authorized to work in the U.S. without sponsorship of work visa; Ideal candidate should have an outstanding academic track record from a recognized US college or university; Major in finance, accounting, economics, and mathematics preferred. Tier-1 modelling and Excel skills including strong accounting skills; Strong written and oral presentation skills; Ability to work independently in a fast-paced environment; Strong work ethic, attention to detail, and a passion for excellence.

Summary of Responsibilities: Join a growing and successful investment banking team as part of a leading global bank. The US Investment Banking & Finance (IB&F) team of BBVA is a fast paced, high value-added team of professionals covering key areas in banking including Corporate Lending, Loan Syndicate & Sales, Project Finance, Real Estate Finance, Fund Finance, Debt Advisory, Capital Solutions, ESG Advisory, Cleantech Advisory, and Securitization. The teams help clients raise capital, optimize their capital structures, fund growth, and transition to a greener, low carbon future. The IB&F team in the US has become a leader in areas including renewable project finance, green financing, data center finance, and energy transition advice. As an analyst on one of the IB&F teams, you will work directly with senior team members in preparing detailed financial analyses, marketing material, and recommendations to help our clients succeed. You will also be an integral part of executing the solutions we present to clients, from preparing term sheets, creating lender presentations, negotiating legal documentation, and executing the internal loan closing process. Analysts on our advisory teams will need to quickly learn about new financial concepts, cutting edge technologies, macro themes, and regulatory changes, staying in front of trends relevant to our clients. In these roles, analysts will need to develop and manage complex financial models and be able to create highly professional pitchbooks to clearly present our solutions to clients. The analyst will also need to be able to understand financial reports, macroeconomic concepts, and accounting concepts including how cash flow is generated based on balance sheet and income statements. A high level of technical competence is a must for this role. The successful candidate would be placed within one of the IB&F teams below, but will have the opportunity to gain exposure to all of the teams over time. Investment Banking & Finance teams: Corporate Lending - Debt capital and acquisition financing for large US and global companies operating in the US and Latin America. Manages a large portfolio of Revolving Credit Facilities, Term Loans, and Bridge Loans to a blue-chip client base in a number of industry sectors - TMT, Consumer, Healthcare, Industrial, Infrastructure, and Institutional Fund Finance - Capital Call facilities used by asset managers to finance Limited Partner equity calls in order to optimize the fund returns for the sponsor Project Finance - Financing renewables projects in the US & Canada, including solar, wind, offshore wind, in addition to energy transition projects like LNG facilities, cleantech projects including battery storage, renewable natural gas, EV battery plants, and infrastructure/TMT including mass transit, fiber-optic networks, and social infrastructure Real Estate Finance - Non-recourse asset financing of data centers, student housing, logistics, multi-family, and life sciences, as well as providing capital to REITs Loan Syndicate & Sales - Structuring, Arranging, Underwriting, and Distribution of loans to the bank and institutional market in both primary and secondary markets - use of a variety of financial tools to distribute risk including non-payment insurance Debt Advisory - Advising corporate clients in a product agnostic manner on capital structure optimization, debt capacity, ratings advice, acquisition financing, and capital allocation Capital Solutions - Advising banks and insurance companies on regulatory capital optimization, debt issuance, liability management ESG & Low Carbon Advisory - Advising clients on energy transition strategies including technical expertise on emerging technologies and the measurement of progress through industry specific key performance indicators Cleantech & Offshore Advisory - Advising sponsors on the development, ownership structure, and capital structure of renewable and cleantech projects, including tax equity placement and transfer, equity and JV structures, and PF advisory Securitization - Warehouse lending of portfolios of financial assets including trade receivables, auto loans/leases, and equipment loans/leases and the term out through the Asset Backed Securitization (ABS) market Portfolio Monitoring - Managing the loan portfolio for the full life cycle of the facilities, including amendments and waivers. Agency services on loans where BBVA is the lead bank. Portfolio analytics and early warning monitoring. Specialized monitoring of the covenants, borrowing bases, and collateral for the structured finance loans in the portfolio List Major/Essential Job Duties: Preparation of marketing materials for client pitches and idea generation, including pitchbook template updates Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings Portfolio management and information reporting on in process transactions and closed deals, including interaction with finance on fee recognition Loan approval, closing, and booking for transactions booked in NY using internal processes and systems, working with various teams to book transactions Level of Complexity and Risk Involved: Moderately complex responsibilities, with a critical component being the preparation of client pitch books, marketing documents, and involvement in deal execution and loan booking. Scope of Duties: Interaction with other teams within the BBVA Group Maintenance of internal reports and their distribution to the appropriate areas Market updates and data management Understanding and development of financial modeling (3 statement models with a focus on cash flow and debt capacity), financial statement analysis Oral and written presentations for client marketing and internal purposes Client meeting participation when practical Preparation and monitoring of the loan closing process Loan booking on the Bank's loan servicing tool Identification and use of research and tools Participation in due diligence meetings Skills, knowledge, and abilities/Competencies: Degree in Economics, Accounting, Finance or related field Fluent in English. Working Knowledge of Spanish is a plus Excellent communication and presentation skills Attention to detail is critical Strong organizational skills to manage deadlines in a fast-paced environment Ability to work in a team environment and under tight deadlines Financial modeling and knowledge of financial statements Proficient in ALL Microsoft Office Tools - strong Excel and PowerPoint capabilities a must All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $80,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

A New York City-based investment bank is seeking an experienced Investment Banking Senior Analyst with at least one year of full-time work specifically with exposure to M&A deals within Software, SaaS, Cybersecurity, Digital Infrastructure and Tech related firms. The bank works on mergers & acquisitions, private placements and IPOs amongst other transaction advisory exposure. They are seeking a candidate with at least 18 months of full-time investment banking experience within a US based firm. Ideal candidate will come from a software focused firm like Drakestar Partners, Vista Equity Partners, Vaquero Capital, Peak Technology, Arcadia Capital or a similar middle-market, tech focused bank. Only candidates with at least one year of full-time investment banking experience within the United States will be considered. Must be willing to relocate to NYC and report to the office full-time.

Title / Role M&A Analyst Company M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms. Experience The position requires sound financial modeling skills, sophisticated PowerPoint ability, along with a basic understanding of the M&A advisory process. We are flexible with the extent of work experience ranging from related internship exposure to more experienced analysts, as we have commensurate opportunities for the right candidate. Accelerated advancement for direct experience advising private markets investment firms. Key Responsibilities • The Analyst will support Associates on M&A advisory projects in all respects • Develop PowerPoint pitch presentations • Negotiate NDA's and Engagement letters • Manage information requests • Track target lists and create target profiles • Prepare CIM presentations • Produce client / target valuation models • Preparing process letters • Scheduling and attending management meetings • Running financial operating model calls with clients and counter-parties • Preparing transaction models: accretion/dilution; IRR; NPV; yield; payback metrics • Facilitate and respond to counter-party Q&A • Create bid analysis summaries • Prepare term sheets • Coordinate due diligence • Infrastructure support: The analyst will maintain comparable deal databases; public company statics, company profile updates, industry research and analytical support. Mindset This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the foundational presentations and analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals. Culture We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.

Vestra Advisors, a boutique investment bank specializing in the construction ecosystem, is seeking a dynamic and experienced Investment Banking Analyst or Associate to join our growing team. This is a unique opportunity to play a pivotal role in a fast-growing firm that is redefining financial advisory excellence within the construction sector. Job Summary As an M&A Analyst or Associate, you will work directly with Senior Partners, gaining significant exposure to clients and high-impact transactions. You'll leverage hands-on training, personalized mentorship, and immersive learning opportunities to refine your skills in M&A execution, financial analysis, and capital raising strategies. Joining Vestra at this stage in its growth presents a rare opportunity to contribute meaningfully to an agile, scaling platform and help build a brand that aspires to be the most trusted advisor in the construction ecosystem. We offer an entrepreneurial, team-oriented environment with a clear path for upward mobility-equipping you to develop into a senior-level client executive capable of originating and executing transactions. Job Responsibilities Transaction Execution: Manage key deal processes, including due diligence, financial modeling, document preparation, and negotiation while collaborating with clients and advisors (legal, accounting, etc.). Financial Analysis: Develop and maintain complex financial models, conduct valuation exercises, and deliver detailed analyses critical to deal success. Client Engagement: Collaborate with the Vestra team to identify and pursue new business opportunities with existing and prospective clients. Presentation Development: Draft high-quality materials, including pitch decks, Board presentations, management presentations, and memorandums, to support M&A transactions and strategic discussions. Market Insight: Stay up to date on industry trends, client dynamics, and market developments within the construction ecosystem to strengthen execution capabilities. Required Qualifications, Capabilities, And Skills Experience: 1-4+ years of experience in a front-office investment banking role, with strong execution capabilities. Technical Expertise: Proficiency in accounting, finance, and financial modeling, with a deep understanding of the M&A process. Education: Bachelor's degree in Accounting, Finance, Economics, or a related field. Analytical Ability: Exceptional quantitative and problem-solving skills, with an ability to manage complex, multi-step transactions. Communication: Strong interpersonal skills to effectively engage senior professionals, clients, and cross-functional stakeholders. Self-Motivated: A proactive, results-driven approach with the ability to work independently and thrive in a fast-paced environment. About Us Founded in 2023 by a team of industry veterans with 60+ years of collective experience, Vestra has quickly established itself as a leading advisor within the construction ecosystem. Since inception, Vestra has executed some of the largest, most complex, and industry-defining transactions across the sector. Vestra has four coverage focus areas: Homebuilding, Building Products, Construction Technology and Residential Services. This is a ground-floor opportunity to join a rapidly scaling boutique investment bank. At Vestra, your contributions will directly shape our growth, offering unparalleled professional development and significant exposure to transformational deals. Interested? E-mail *********************** for more information.

About the Firm Ospraie Management, LLC (“OMLLC”) is an investment adviser founded in 2004 by Dwight Anderson. The firm is focused on fundamental investing in basic industry and agricultural commodities as well as correlated equities and private real assets. The firm currently has three main strategies: a liquid hedge fund, a real assets private equity fund, and an agricultural technology venture capital fund. OMLLC has 20 employees and offices in New York, NY and Rye, NY. OMLLC's flagship hedge fund invests in agricultural, energy, softs, and metals-based commodity futures and options since its inception in 2009. OMLLC's real assets private equity fund invests in middle market companies in North America, South America, Europe, and Asia across real asset sectors including infrastructure, energy, agriculture, metals & mining, transportation, and related technologies. OMLLC's agricultural technology venture capital fund invests in early and mid-stage startups that provide solutions to help farmers "Do More With Less"-increasing profitability, improving quality-adjusted yield, and reducing environmental impact. About the Role Role: Private Equity Analyst (Real Assets) Firm: Ospraie Management, a New York based, basic industries and commodity asset manager founded in 2004 Location: New York City / Rye, NY; in office 3 - 4 days per week Qualifications: 1+ years of finance and modeling experience required Bachelors degree required Accounting experience is a plus Real Asset experience is a plus Technical, engineering, business, finance, and other similar degrees and experience are attractive Interested in candidates coming from industry Candidate must be highly proficient in Microsoft Excel and PowerPoint Strong communications skills Humble and hard working Responsibilities: This role is a great opportunity to work directly with Ospraie's senior investment team and portfolio companies Work closely with the investment team to manage and support existing portfolio companies Perform detailed financial modeling, create investment memos, conduct in depth industry analysis, and lead various project-based assignments Support new deals and transaction work Work closely with Ospraie's Director of Finance and portfolio companies for timely and streamlined investor reporting Compensation: Total annual salary is expected to be $90,000 - $110,000, and you will also be eligible for an annual bonus Benefits: health insurance, 401k, etc. Reporting Structure: Ospraie is a flat organization Will work closely with and be mentored by Ospraie's Senior Associates Will also work directly with Ospraie's senior investment team

Employer: Virtual single-family office based out of New York investing in public equities, alternatives, real estate and fixed income, and providing a range of services to an extended family. The family office was created after a liquidity event. The two brothers managed a successful business for decades, after which the family office was established. The family consists of 3 patriarchs/matriarch, 10 next generation adults (including married-ins) and their 9 children, ranging from toddlers to college age. Values-based family whose family mission is: • Support for Health and Welfare of All Family Members • Encourage and Support Education for All Family Members • Commitment to a Range of Individual Lifestyles - Making a Productive Contribution to Society • Commitment to Involvement in Community Service • Preservation, Growth and Transfer of Wealth • Governance and Succession Management In addition to the investment management, the family office provides other advisory and operational services to the family. Qualifications: Ideal candidate has strong quantitative, analytical and communication skills who enjoys reading and possess a high level of intellectual curiosity and works collaboratively with internal and external parties. Candidate must be systems literate and have ability to extract/manipulate data. Ability to work in a team environment that is virtual. Seeks opportunity, propose solutions, extremely hands on, and also effective independently. Responsibilities (included but not limited to): • Investment Strategy & Research (current and future) o Research Keeping up to date with the macroeconomics, financial markets, economy and news and update family office executives and family members accordingly Research investments held by the office, including underlying investments of any external managers Proactively generate new ideas and present to team for potential investment o Sourcing and due diligence for direct investments (public and private) Can include individual securities, ETFs, direct private deals, fund investments, real estate o Maintenance of an investment policy statement (IPS) Working in tandem with family board's desired investing goals and risk tolerance Development, implementation, and rebalancing of portfolio asset allocation • Reporting & Analytics o Aggregation and reporting of investment portfolio Develop performance reports of investments on a regular basis as directed by the board Benchmark performance against various indexes and company investment strategy Responsible for risk management and reporting together with CFO • Investment Management & Administration o Investment strategy execution (in-house or outsourced) Assist in manager or advisor selection Maintain and develop relationships with external Investment Managers, including regular meetings Foster relationships and liaison with: Investor Relations, Research Providers, Family members Oversee Investment Advisor on assets managed by RIA o Investment admin Complete documentation for new investments as well as ongoing requirements Attend investment conference and meetings Maintain reporting calendar of all portfolio holdings Coordinate with CFO on implications for investments on cash flow and taxes for different entity types (foundation, family partnership, individual holdings, trusts, etc) Diligence/researching/modeling real estate investments • Special Projects Manage & assist special projects as needed Roll up sleeves to do work across the task vertical (from investment administration/analysis, to execution and oversight) Tax loss harvesting strategies • Family & Office Support Reviews and suggestions for investments held personally by next gen family members Regular meetings with family office board, and individual family members on investments - review holdings, provide ratings and rationales Provide next gen with investment education directly and through third parties Education, Experience and Skill Requirements: • Minimum of 5 years of investment-oriented experiences with family offices or the financial services industry (PE, endowments, private banking, etc.) serving family offices • Statistical analysis abilities required • Knowledge in equities management and well versed in other asset classes (fixed income, private equity, venture capital and real estate) • Direct interface with portfolio managers • Able to work independently, take ownership of tasks and follow through w/ limited oversight • Must enjoy working on a small team, be a consummate team-player with excellent attention to detail and be able to clearly articulate and defend new ideas Location: • Occasional onsite meetings in NYC and Long Island • Preferred to be physically in the Greater NYC Area • Proficient in Microsoft Office Suite & Bloomberg • Graduation from an accredited university or college with a Bachelor's degree in economics, accounting, finance, business or related field and/or with MBA and/or CFA preferred (not required) Salary: Salary based on experience with competitive benefits package.

Our client is an alternative asset manager that provides financing to corporations, individuals, lawyers, law firms and other parties to support litigation worldwide. They are looking for a 2021-2023 graduate working in investment banking, private equity or private credit to join their investment team. The position is 4 days a week in Stamford. Responsibilities The position of Quantitative Investment Associate supports the investment team, in all aspects of analysis, research, deal execution and portfolio management, with a primary focus on rigorous financial structuring analysis. Responsibilities include: Produce relevant quantitative analysis and build and maintain proprietary datasets to assess potential investments and to supplement the qualitative and legal due diligence process across existing and new investments, using both financial and legal research tools Create and maintain quantitative financial models for individual investments including cash flow models, probability-weighted models, and proceeds waterfall models Communicate results from modeling and quantitative analysis to the broader team Qualifications 2-3 years of total work experience in a complex finance role, particularly on the quantitative side (i.e., Investment Banking, Leveraged Finance, Restructuring, Private Equity, Hedge Fund, etc.) Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics related discipline, industry qualifications such as CFA certification preferred Strong interest in the litigation finance field as a rising financial asset class Advanced financial modeling skills and proven proficiency in Microsoft Excel; VBA proficiency is also a plus Detailed knowledge of financial securities including alternative investments

Job Title: Senior FP&A / Corporate Finance Associate About the Firm: My client is a $2B+ private equity and asset management firm with a team of over 50 professionals with offices globally - the firm has been continuously growing and currently looking to hire an additional corporate finance associate / senior associate to join their team in Manhattan, *Top Notch Benefits: 5 weeks vacation, 100% free medical, 401k, etc. *Excellent collaborative company culture *Ability to grow with the firm as they continue to rapidly grow Role Summary: The Senior FP&A / Corporate Finance Associate, is a newly created position driven by growth. Reporting directly to the Head of Finance (who we placed). This role offers hands-on exposure to corporate finance operations within a thriving private equity firm. You'll play a pivotal role in supporting the Head of Finance with: Liquidity analysis. Budgeting and forecasting. Interfacing with senior management to drive strategic financial initiatives. This is a unique opportunity to step into a high-impact role with direct exposure to decision-making and key operations within corporate finance. Qualifications: 2 - 6 yrs FP&A or Corporate Development from an investment firm or financial services firm SQL, Python and/or Tableau 42351

I have partnered with a leading developer, owner & operator of solar, storage & charging infrastructure looking to add a SR Analyst to their Investment Team. Origination, negotiation, due diligence, and transaction process of project/portfolio acquisitions for an established owner and operator of distributed generation solar assets; origination includes both self-developed projects, late-stage development projects, and secondary/operating project/portfolio acquisitions. Establish, develop, and expand relationships with clients, customers, and channel partners. Identify, model, underwrite, and due diligence investment opportunities. Negotiate terms of all project and transaction documents including term sheets, purchase and sale agreements, tax equity partnership documents, power purchase agreements and site lease agreements. Coordinate with various teams of engineers, construction, legal and accounting during project development, construction, and closing. Secure and redeem local and state incentives in key solar markets. Navigate federal, state, local solar rules and regulations imposed by AHJ's, utilities, and other governing bodies.

Job Title: Associate, Financial Institutions Group (FIG) Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team-oriented, and have a real desire to make an impact. Responsibilities: The Financial Institutions Group (FIG) of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers Associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring, and executing a broad range of advisory assignments and financial transactions for our clients. Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 3 years minimum of experience as an investment banking analyst Bachelor's degree MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent Financial Institutions industry experience; banks and specialty finance experience is a plus Preferred Qualifications: Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Series 63 and 79 certified Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).