Finance planner jobs in New York, NY - 3,078 jobs

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

MFA is currently searching for a Financial Analyst to work in the Asset Management Department in our New York office. The primary function of this position is to provide analytical support to asset managers who oversee commercial properties in New York and Washington, DC. The position will report to the Director, Asset Management. Responsibilities Financial Modeling: Prepare and maintain property cash flow models in Argus Enterprise to support budgeting, valuation and investment decision making. Prepare and maintain investment models in Excel to calculate investment returns and cash flow waterfalls. Budgeting: Participate in the annual budgeting process. Review materials prepared by operating partners and property managers. Prepare summary schedules. Help prepare asset management plans for presentation to senior management. Leasing: Gather and analyze market data to understand each property's position in the market. Support asset managers to ensure properties are competitively priced relative to their competitive set. Prepare net effective rent calculations to evaluate leasing proposals. Valuation: Gather and organize materials used to support property valuations. Interface with third-party appraisers and brokers, respond to questions. Lender Reporting: Assist with requests related to lender reporting, such as preparing cash flow projections to ensure compliance with DSCR and LTV covenants. Argus Administration: Manage Argus user access, organize property models and scenarios; oversee annual software renewals. Tax Certiorari: Gather information for tax certiorari attorneys to assist with real estate tax appeals. Property Inspections and market tours: Periodically accompany asset managers on site visits to develop relationships with the property management & leasing teams, evaluate the condition of the property, housekeeping and grounds and tour competitive assets. Dispositions: Assist asset managers with dispositions. Gather and organize property information; help prepare materials for pitchbooks and deal rooms; help evaluate purchase offers. Attend industry events to learn about innovative technologies, market trends, etc. Process Improvement: Identify areas for improvement in processes that involve data collection, manipulation, report automation and analysis across various asset management platforms (NavigatorCRE, Prophia, Chatham Debt Manager, and emerging AI tools). Qualifications One to three years' experience working for a commercial real estate company, institutional real estate investor or financial institution, focused on commercial real estate. Ability to read and understand key real estate agreements, including leases, management and leasing agreements, and partnership agreements. Strong analytical skills. The ability to gather, organize and clearly summarize information. Bachelor's degree in real estate, business administration, finance, accounting, economics from an accredited institution. Experience with multi-tenant office buildings. Strong proficiency with Microsoft Excel and Argus Enterprise. Familiarity with data visualization tools including Power BI and Tableau. Ability to communicate clearly and concisely both orally and in writing. Independent and self-motivated, but able to function well in a collaborative, collegial environment. Well organized with attention to detail. Solid employment references. Willingness and ability to travel, as necessary.

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes. The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one. In this role you will: Support the execution of live transactions and client mandates Prepare presentation materials for clients and prospects Research various industries, companies and market trends Analyze financial statements and corporate SEC filings Manage internal proprietary databases to support internal and client decision making Assist in executing transactions, including due diligence and coordinating with external parties and client teams Other duties and projects as assigned Your impact: In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets. Contributors to your success: Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and Strong interpersonal, verbal, and written communication skills Self-starter mentality with superior work ethic and the ability to learn new concepts quickly Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy Superior analytical and technical capabilities Advanced proficiency in Microsoft Excel and PowerPoint Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.) Previous experience in credit or financial statement analysis The ability to work with large amounts of data and understand causal relationships Willingness to obtain, or have obtained, FINRA registration (Series 79) About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com. Chatham Financial is an equal opportunity employer.

About Us "To Be Distinguishable, One Must Push The Limits Of Creativity.” Abel Richard is an ultra-luxury Maison redefining modern refinement. Located in the heart of New York City, Abel Richard specializes in rare, limited-edition creations that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. Position Overview The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate brings a refined understanding of the New York luxury landscape and deep experience serving UHNW collectors, global tastemakers, and private clients. They will embody the Maison's spirit through poised presentation, impeccable service, and an intuitive ability to build lasting, meaningful relationships. In this role, you will connect with an elite clientele drawn to Madison Avenue, SoHo, and the international art and fashion scene, representing Abel Richard as both a storyteller and a trusted advisor. Key Responsibilities Represent Abel Richard with discretion, artistry, and elegance in all client interactions. Curate personalized, world-class experiences that reflect the Maison's craftsmanship and creative heritage. Build, nurture, and expand long-term relationships with UHNW clients, collectors, and global clientele. Partner with management to support private appointments, bespoke commissions, trunk shows, and exclusive events. Utilize CRM tools to strengthen relationships, ensure consistent follow-up, and deliver superior after-sales care. Leverage New York's cultural calendar-fashion weeks, art fairs, and private gatherings-to develop new relationships and elevate the brand's presence. Requirements Minimum 5 years of experience in ultra-luxury retail, ideally within high jewelry, fine watches, or heritage leather maisons. Established client book within the New York or global luxury market, with strong relationships among collectors and connoisseurs. Impeccable personal presentation, refined communication, and exceptional discretion. Deep understanding of UHNW client expectations, luxury service culture, and cross-cultural etiquette. Multilingual fluency preferred (Mandarin, French, Arabic, or Spanish). Proficient in CRM systems, clienteling, and long-term relationship management. Compensation & Privileges Earning Potential: (hourly + commission) Structure: Hourly compensation with competitive draw vs. commission Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.

The Risk Research, Analysis, and Measurement team (RAM) provides independent quantitative investment risk measurement and analysis at Capital Group, globally and across asset classes. RAM plays a pivotal role in supporting investment results and risk management processes and shaping the use of risk analytics at Capital Group. "I can shape the future of risk analytics at Capital Group as a Quantitative Analyst" As a member of the Quantitative Research and Analytics group (QRA) at Capital Group (CG), you'll conduct rigorous peer-reviewed, quantitative research and analysis. As an Analyst in RAM, you will work in a highly collaborative team to drive our investment risk research, strengthen our risk assessment framework, enhance scenario analysis capabilities, and provide actionable risk insights that empower investment leaders. You'll act as a leader within the QRA team and share in the responsibility for developing the QRA organization and guiding others within the team. In this role you will: Drive Risk Research & Analysis - Develop and enhance risk methodologies and frameworks, monitoring processes, and portfolio risk assessments across equity, fixed income, and multi-asset strategies. Deliver Actionable Insights - Conduct quantitative and qualitative analyses to inform investment risk decisions, proactively identifying new ways to evaluate risk. Influence Risk Oversight & Investment Process- Work closely with investors and investment governance bodies to understand and incorporate risk metrics and methodologies in the Capital System TM. Drive Innovation & Collaboration - Partner with business management teams, client group, and technology teams to develop tools, frameworks, and strategic initiatives that advance risk capabilities. Enhance Risk Transparency & Alignment - Represent Capital Group's risk practices in internal and external meetings, educate stakeholders on risk methodologies, and ensure alignment with industry standards. Grow as a Leader - Act as a thought leader within RAM and the larger Quantitative Research & Analytics group (QRA), stay up to date with academic and industry research, mentor colleagues and drive organizational growth. "I am the person Capital Group is looking for." You have a minimum of 10 years relevant experience in investment risk research, analysis and modeling. You hold an advanced degree (MFE, MSc, PhD) in Economics, Finance/Financial Engineering, Statistics, Mathematics or a related quantitative discipline. You are an expert researcher with a track record of innovation around quantitative risk research, who is comfortable exploring unsolved questions and exploring in new directions with discipline of thought and clarity of purpose. You have demonstrated strong risk modeling experience and empirical skills using investment risk analytical platforms (e.g. MSCI BarraOne, BlackRock Aladdin), statistical packages (e.g. R) and coding languages (e.g. Python). You are a clear and strategic thinker who can anticipate emerging risks and translate complex analysis into clear, actionable recommendations. You are a collaborative leader who thrives in agile cross-functional teams and can influence stakeholders at all levels. You are a creative problem solver with a proactive approach, always looking for new ways to enhance risk analysis. You are a strong and open communicator who can distill complex risk insights into compelling narratives for investment and oversight teams. You will take time to invest in our culture and core values. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling. Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure. The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout. We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity. What You'll Do: Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates Attend client meetings and present complex deal aspects directly to company shareholders and Board members Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc. Conduct due diligence sessions with clients Conduct quantitative, economic, and industry research Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors Become SME of ESOP transaction ecosystem and feasibility Play key leadership role in all aspects of the transaction process What You Bring: At least 2 years of experience in an investment banking environment with advanced technical skills ESOP experience and familiarity preferred but not required Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required Ability to build diverse financial models from scratch required Experience working the end-to-end deal execution lifecycle Prior debt structuring and underwriting experience preferred but not required Bachelor's degree required (Finance, Math, or Economics preferred but not required) Advanced proficiency in Excel, PowerPoint, and Word Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.

ONIVERSE is looking for dynamic Client Advisors to join its first ANTONIO MARRAS store in the heart of New York City, NY! Job Title: Client Advisor Reports to: Store Director FLSA: Non-exempt Hourly Base Salary: $22-$30 USD plus monthly commissions About the brand: Antonio Marras started his journey in fashion in 1987 and launched his label in Milan in 1999. As a multidisciplinary artist working across fashion, cinema, literature and art, Antonio brings a unique and evolving narrative to the brand. His artistry is at the heart of everything we do, and we are strategically focused on highlighting this distinctive creative identity in every touchpoint, from product to store experience. Job Requirements: Ability to work a flexible schedule, including holidays and weekends Deliver luxury, one-on-one customer service as a Marras Brand Ambassador Meet and exceed personal and store sales goals Build and maintain strong client relationships using CRM tools Follow visual merchandising guidelines Contribute to stock management and product replenishment Passion for the luxury sector and through knowledge of products Share trends, styling ideas, and product knowledge with clients and other team members Proficiency in a second language is a plus Ability to lift more than 20 pounds and stand for long periods of time, bend, stretch, for a short distance engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) Store Cleanliness: at our stores, we take great pride in providing our customers with a clean and well-maintained shopping environment. This includes the cleanliness and organization of the store: including but not limited to the salesfloor, fitting rooms, cash desk area, and backroom areas. As a retail employee, you are expected to take the initiative of upkeeping the cleanliness in the store. Qualifications: Eligibility to work in the US for any Employer High School graduate or equivalent Minimum 2 years of experience in customer service and contemporary or luxury retail industry Excellent verbal, written communication and sales skills, with a strong customer service orientation Commitment, being self-motivated and goal oriented Impeccable presentation and the ability to thrive in a demanding environment Problem solving mindset Benefits Package: Base Salary, plus monthly commissions Medical Insurance Paid Time off and Paid Sick Time Paid Parental Leave*Must meet eligibility requirements 401(K) matching Pet Insurance Pre-Tax commuter benefits for transit and parking (Depending on City/State) Sign on Bonus Referral bonus Employee Discount, Free Uniform and much more! How we do it: • Open Minded • Pragmatic • Authentic • Passionate • Dynamic • Team Player Oniverse was founded in 1986 close to Verona, Italy with the aim to create a new way of selling hosiery and beachwear for women, men and children, through a franchising sales network. More than thirty years later, Oniverse boasts more than 5,600 shops throughout the world with different brands such as Calzedonia, Intimissimi, Falconeri and Tezenis. The success of Oniverse is the result of a number of factors: the huge range of products, the particular attention paid to fashion and the unbeatable quality-price ratio. These are some of the features that have enabled Oniverse to satisfy even its most demanding customers.

About the Company Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world. About the Role We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials. Responsibilities Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts. Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc. Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks. Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting. Perform gross-to-net sales variance analysis and identify key drivers and trends. Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity. Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics. Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc). Qualifications Bachelor's degree in Accounting or Finance Required Skills 2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN. Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred). Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau). Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights. Strong communication skills (written and verbal); able to present findings to non-finance stakeholders. Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment. Pay range and compensation package At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location: Flexible approach to how we work Health benefits and time-off programs Competitive compensation packages The anticipated annual salary for this role is $75,000 - 90,000. Equal Opportunity Statement Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment. Prior experience in employee benefits underwriting or analytics is preferred. The Job: Analyze client healthcare and benefits plan performance data Conduct plan modeling and forecasting to support client renewals and marketing Build and evaluate financial exhibits and benchmark reports for employer groups Assist in developing alternative funding strategies and plan design recommendations Prepare and present client-ready deliverables, including renewal strategies and market comparisons Collaborate with account managers, producers, and carrier partners to meet client needs The Company: National Scope: A top-tier brokerage platform with expansive market access and in-house expertise Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: * Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries * Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies * Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis * Analyze PPMs, financial statements, and investment returns * Conduct reference calls as a part of manager and asset due diligence * Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors * Preparation of due diligence materials and Investment Committee memos * Present recommendations to the investment team and the Firm's Investment Committee * Monitor the performance of the Firm's existing investments Education and/or work experience requirements: * One to three years of investment banking, consulting, and/or private equity experience * Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future * Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field Required knowledge, skills, and abilities: * Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities * Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement * Self-starter, with strong ability to think creatively and conduct research to find solutions * Ability to communicate and present ideas effectively, both verbally and in writing * Capable of multi-tasking with strong attention to detail * Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects * High proficiency in Microsoft Word, Power Point and Excel * Fluent (written and spoken) English Pay Range - $105,000 - $112,500 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance. PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Desired Skills and Experience * Strong past experience in the public finance industry * Desire to be actively involved in client coverage * Desire to lead transactions * Strong technical, written and verbal communication skills * Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities * Resourceful self-starter, able to work autonomously and as team player * Detail-oriented and organized * Excellent interpersonal skills QUALIFICATIONS: * Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.) * Must have completed a four-year Bachelor's degree or equivalent program * Strong proficiency in Microsoft Excel, Word and PowerPoint * Demonstrate professionalism and client management skills Primary Location Full Time Salary Range of $175,000 - $250,000 #LI-DNI

Guggenheim Securities ("Guggenheim"), the Investment Banking division of Guggenheim Partners, is seeking an Associate to join its Structured Products Origination ("SPO") team. Structured Products is a core focus area at Guggenheim, and the firm is a market leader in providing its clients with a broad range of financing solutions using securitization technology applied to a variety of traditional and non-traditional asset classes, including franchise royalties, IP rights, digital infrastructure, oil & gas assets, PACE assessments, venture debt, tax liens and others. Guggenheim ranks as the #1 underwriter of non-traditional asset-backed securities and has raised over $145 billion across 335+ transactions executed since 2014. Guggenheim and transactions we have led have routinely been selected for industry awards, including 2022 "Financial Deal of the Year" and 2020 "Financial Deal of the Year" by S&P Global Platts Global Energy Awards, 2022 "Esoteric ABS Deal of the Year" (Greenworks C-PACE 2021-1), 2021 "Esoteric ABS Bank of the Year", 2020 "Best Securitization Bank of the Year", 2019 "Most Innovative Securitization Bank of the Year", and 2018 "Esoteric ABS Bank of the Year", each by GlobalCapital. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants in client management and throughout the life of each transaction. Our Associates benefit tremendously from the experience and partnership they have with our senior bankers and we pride ourselves on the dedication we give to cultivating and developing our junior and mid-level bankers. We have a long-term view and support our bankers as they develop their managerial, marketing, sales, analytical, presentation, and communication skills throughout their careers. Essential Job Functions * Work directly with the group's senior professionals in all aspects of SPO transactions across a variety of asset classes, with a particular focus on non-traditional, new and emerging asset classes and issuers * Perform portfolio and historical data analysis for various types of assets * Prepare marketing presentations, term sheets and rating agency materials * Develop securitization cash flow models for various types of assets and historical data analysis for various types of assets * Tie out cash flow models and collateral characteristics with accountants and other parties * Review and comment on transaction documentation * Conduct market research and industry review projects for new asset classes Preferred Qualifications * Current position as an Associate or completion of an Analyst program in a securitization or related group at a major financial institution * Experience with cash flow modeling of ABS, CLO or other types of securitized products required * Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred * Familiarity with legal documents a plus * Detail-oriented, organized, with initiative and ability to multitask and work as part of a team * Excellent written and verbal communication skills * Resourcefulness, intellectual curiosity and enthusiasm Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $175,000 and $225,000. * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

2027 Global Investment Banking Summer Analyst - New York What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client-facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' New York office recruits for the following industry and product groups: Industries: Communications, Media and Entertainment (CME) Consumer and Retail Financial Services (FIG) Healthcare Industrials Power, Utilities, and Infrastructure Real Estate Technology Product Groups: Equity Capital Markets (ECM) Debt Capital Markets (DCM) Financial Sponsors Leveraged Finance Capital Markets Mergers and Acquisitions (M&A) Global Private Capital Project Finance As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-31 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

_ 24000LPK 2025 Investment Banking Summer Analyst Sophomore Program - New York Job Type : Internship Organization : Direction GeneralePrimary Location : United States-New York-New York Missions Projects include, but are not limited to: Support deal teams in pitching and executing transactions Create & maintain financial analyses and models Understand product and market dynamics through comparable and markets analysis Conduct due diligence and research on various businesses and industries Develop presentation materials for internal colleagues, clients, and investors Profile Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. Pursuing an undergraduate degree with a graduation date between December 2026 and June 2027. Société Générale is looking for individuals who highly value: Academic accomplishments Interest in financial markets and analyzing various businesses and industries Team spirit and collaboration Adaptability, innovative thinking, energy, and enthusiasm The opportunity to experience varied work environments Commitment to building meaningful professional relationships in the financial sector Intrigued by content and pitch development Why Join Us _Business Insight _

Job Title: Associate, Healthcare 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 Healthcare Investment Banking 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: • 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 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 Educational Qualifications: • Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst • MBA or equivalent graduate degree in a financial discipline 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.).

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Sr. Associate or VP/Director for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: * Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives * Support new business (for both public and private clients) and marketing initiatives as appropriate * Lead day-to-day transaction execution under direction of Managing Directors * Lead pitch drafting as well as transaction marketing documents * Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions * Manage and execute on buyer interaction, transaction due diligence, etc. * Review and oversee development of financial models, valuation analyses, research * Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process * Review and oversee development of financial models, valuation analyses, research Qualifications: * Bachelors Degree required * 4-6 years of investment banking, equity research or healthcare industry experience required * Science background with an MD, PhD or PharmD strongly preferred * Sales driven mentality with confident interpersonal skills to interact with clients and manage team members * Demonstrated aptitude for quantitative and qualitative analysis * Exceptional communication skills and executive presence, both verbal and written * Elevated attention to detail and consistency in work product * High degree of maturity, integrity, demonstrated leadership skills and work ethic * Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment * SIE, 79, 63 FINRA registrations required at time of hiring or shortly thereafter Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $160,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly. Responsibilities: Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company. Collaborate with key stakeholders across the company in the analytical process. Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling. Perform research, financial modeling, and analysis to inform business decisions. Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions. Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company. Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities. Qualifications: Strong proficiency with PowerPoint and Excel Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends Preferred Qualifications: A minimum of 2 years of strategy, analytical business development and/or financial experience preferred A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank Required Education: Bachelor's Degree #ESPNMedia The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Job Posting Segment: ESPN Strategy & Research Job Posting Primary Business: ESPN Strategy Primary Job Posting Category: Corporate Development Employment Type: Full time Primary City, State, Region, Postal Code: New York, NY, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-10-09

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 2+ years as an Investment Banking Associate strongly preferred Internship or prior work experience in financial services industry preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 10% to 30% #LI-MW1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$200,000-$200,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.