Finance Planner Jobs in Wayne, NJ

Our client is. a leading NEW YORK boutique, with offices globally. With exceptionally high calibre leadership this firm has been on a rapid growth trajectory, competing in the upper mid markets across a range of Industries including tech, healthcare, consumer and FIG They are looking for Senior Associates to join their thriving team. The culture is very strong and collaborative at all levels and performance driven. Everyone is given a ton of opportunity to prove themselves Pipeline is very strong and they recently won a number of pitches that will be launching in early 2025. The M&A market should only get stronger. They are looking for senior analysts (2 or more years M&A experience) or Senior Associates (5+ years experience) Unbelievable opportunity to join this incredible firm. Will look at Australians and UK residents looking to relocate as well as on the ground US residents. Please get in touch asap for a confidential discussion *****************************.au

Job Title: Alternative Investments & Structured Notes Specialist Bleakley Financial Group At Bleakley Financial Group, we are committed to empowering our financial advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us-our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as the Alternative Investments & Structured Notes Specialist. Position Overview: A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking a highly organized and detail-oriented Alternative Investments & Structured Notes Specialist to join our growing team. This position will play a crucial role in managing and streamlining operations related to alternative investment products, including private equity, hedge funds, private credit, and structured notes. The ideal candidate will have a strong understanding of investment operations, client service, and the complexities of alternative investments and structured notes. Key Responsibilities: Manage order entry processes for Alternative Investments and Structured Notes, ensuring accuracy and compliance with internal protocols and regulatory requirements. Coordinate and manage the operational lifecycle of Alternative Investment products and Structured Products, including subscription processing, capital calls, distributions, redemptions, and K-1s to ensure accurate processing. Assist in the reconciliation of investment transactions, ensuring that all positions and balances are accurately reflected in the firm's systems and custodians. Serve as a primary point of contact for internal teams regarding operations and order workflow for Alternative Investments and Structured Notes. Identify and recommend process improvements to enhance operational efficiency and client service delivery as well as streamline workflows. Create and maintain comprehensive documentation of investment procedures and protocols. Stay current and maintain knowledge of regulatory requirements and ensure compliance with industry standards. Secondary Concentrations: Assist in the due diligence process for new Alternative Investment opportunities and Structure Note offerings coordinating with internal counterparts, fund managers, external partners, and product providers to evaluate new offerings. Monitor and assess the performance of alternative investments and structured notes, providing insight and recommendations. Support the Alternative Investment & Structured Notes Manager in educating financial advisors on available alternative investment products and strategies. Assist in preparing and presenting product materials for advisor and client meetings, including performance data, market insights, and investment strategy overviews. Qualifications: Bachelor's degree in finance, Economics, Business Administration, or a related field; Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products. Experience with CAIS and Crystal Capital is a significant advantage. Proficient in investment research tools and CRM software. Excellent communication and interpersonal skills, with a client-centric approach. Strong analytical and problem-solving skills with exceptional attention to detail. Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. As the Alternative Investments team continues to expand, this role has the potential to evolve with increased responsibility and opportunities for career growth. Core Benefits: Competitive salary and bonus Comprehensive health, dental, and vision insurance Retirement savings plan with company contributions Opportunities for professional growth and development Support for work-life balance initiatives Why Join Us? Impact: Play a key role in supporting our financial advisors and contributing to the firm's success. Growth: Opportunity to develop professionally and take on additional responsibilities over time. Culture: Join a team that values collaboration, excellence, and a positive work environment. Right to Revise: This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

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.

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.).

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

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

Our client, an ~$80b Alternative Asset Manager, is looking to add a talented Private Equity Valuations professional to its growing team based out of the fund's Midtown Manhattan office. The role offers a great opportunity to help drive value on the Private Equity front with upward mobility onto a deal team earned on merit. The fund offers hybrid office structure and compensation is competitive. Responsibilities: - Collaborate with deal team/underwriting team on all investment needs and initiatives - Create and monitor financial models to track Portfolio Company performance - Prepare monthly and quarterly valuations and reviews for Committee(s) - Liaise with internal teams (Investor Relations, Treasury, Compliance, Legal, IT, etc.) as needed Prerequisites: - 1-4 years of experience in Alternative Asset Management, Public Accounting, Third-Party Valuations, or Investment Banking - Bachelor's degree in Finance, Accounting, Economics, or related field(s) - Experience with equity and/or debt valuations - Experience with DCF or 3-Statement modeling - Strong Advanced Excel skills - Strong work ethic and team player mindset

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

Title / Role Associate Company M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms globally. Experience 2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management sector. The position requires strong financial modeling skills, sophisticated PowerPoint ability, along with experience running sell-side and buy-side M&A advisory processes. There are accelerated responsibilities and advancement opportunities for candidates with direct experience advising private markets investment firms. Key Responsibilities · Lead a team of analysts to manage the development of analytical and evaluation material for M&A advisory projects in all respects · Develop 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 or financial operation model · Preparing process letters · Scheduling and attending management meetings · Running financial operating model calls · Preparing transaction model: accretion/dilution; IRR; NPV; yield; payback, etc. · Facilitate follow up Q&A · Create bid analysis summaries · Prepare term sheets · Coordinate due diligence · Infrastructure support: The Associate will also manage analysts to maintain comparable deal databases; public company statistics and other analytical support. Mindset This is a new firm led by highly experienced partners. The right candidate will have an interest in developing the key 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.

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.

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.

Our client, a financial services firm, seeks an experienced Director of Financial Representative Development. The successful individual will have prior experience in financial services and will have tenured experienced in the development of others in the industry. This position will be on-site five days a week. Job Description The responsibility of the Director of New Financial Representative Development is to effectively oversee the growth and development of a financial representative throughout the duration of their contract. This involves working with the Director of Training and the Chief Growth Officer to set the direction of development in the Network Office for the most "at risk" advisors. Responsibilities Strategize, manage and track office expectations Track activity, production, and commitment to the career of all new financial advisors Work closely with the Director of Training and Chief Growth Officer to align individual rep productivity with office goals Assess progress towards individual and firm-wide goals and make course corrections as needed throughout the year See outside direction (from other network offices) on best practices and stay in line with company expectations around production and retention Drive Life/New Client growth amongst all new reps Oversee new rep weekly case study curriculum, scheduling speakers and topics Oversee monthly sales learning series, scheduling speakers and giving presentations Active communication of goals and sales ideas to new reps, including keeping current with market conditions and changes in regulations Coordinate office initiatives and help drive sales contests Own reporting responsibilities tied to the growth and retention of new reps Create new systems to drive overall retention of reps to surpass 15%/year Identify reps with highest propensity of retention and coachability to provide additional resources Forge partnerships with Career Advisors to create joint work opportunities amongst new reps Provide quarterly updates on retention and key indicators of obstacles/successes Schedule and oversee all Quarterly Board of Review Ensure that all activity coaches are trained and provide opportunities for their development Provide feedback to Field Directors weekly on the progress of their reps Manage the Board of Review process to reflect on each representative's activity, production, and attitude, and hold the representative accountable to expectations Coordinate key individuals and generate reports in advance of each scheduled session Qualifications Bachelor's Degree or equivalent work experience Six + years of financial services industry experience and tenured experience in the development of others in the industry Superior meeting facilitation and presentation skills Experience coaching and providing feedback to peers Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations, using a results-focused approach Effective time management to address multiple priorities at multiple levels Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality Superior written and oral communication skills Committed to professional development (e.g. licensing, registration, designations) Salary: $100,000 to $110,000

Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client's needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

6-Month Contract with Potential Extension Hale International is thrilled to partner exclusively with a prominent healthcare client seeking to enhance and optimize their Workday Financial Reporting functionality. Live with Workday HCM and Financials since 2020, our client is eager to unlock the full potential of their reporting capabilities to drive better decision-making and operational efficiency. Key Responsibilities: Collaborate with stakeholders to assess current Workday Financial Reporting practices and identify areas for improvement. Lead the configuration and optimization of Workday Financial Reporting, ensuring alignment with the healthcare industry's best practices. Develop, refine, and implement Custom, Advanced, Matrix, and Composite financial reports and dashboards tailored to the client's needs. Provide expert support and training for end-users to maximize adoption and effective utilization of Workday Financial Reporting features. Troubleshoot reporting issues and ensure data accuracy and consistency. Stay updated on Workday Financial Reporting updates and innovations, proactively suggesting enhancements to improve functionality. Qualifications: Minimum of 4 years of hands-on experience with Workday Financial Reporting. Proven experience optimizing Workday Financial Reporting for healthcare or similarly complex industries. Expertise in building and Custom, Advanced, Matrix, and Composite Workday reports, ideally experience designing and building BIRT reports. Solid understanding of financial processes and data structures within Workday. Exceptional problem-solving skills, with a keen attention to detail and data integrity. Excellent communication skills, capable of engaging effectively with technical teams and business stakeholders alike. This contract role offers: A unique opportunity to influence and shape the financial reporting landscape of a major healthcare organization. The chance to work with a dedicated and forward-thinking team eager to achieve operational excellence. Valuable experience optimizing Workday Financial functionality in a dynamic and impactful sector. If you are a proactive and skilled Workday Financial Reporting Consultant eager to leverage your expertise to make a significant impact, we want to hear from you.

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.).

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company. GROUP DESCRIPTION: Jefferies Investment Banking Lat. Am. Coverage Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors in Latin America. POSITION: The Lat. Am. Coverage Group is actively looking for an experienced Analyst for our New York office. Many companies are headquartered in South and Central America, and multiple International companies have operations or are planning to start operations in Lat. Am., and the region is experiencing significant economic growth. The candidate will be working closely with the Head of the Lat. Am. Group and other Managing Directors with a focus on a region with significant M&A, equity and debt deal activity in various industries including Technology, Healthcare and Industrials. The candidate will also have the opportunity to learn how to be a calling officer and will ultimately have the ability to call on private and public companies over the next several years. PRIMARY RESPONSIBILITIES: Lead the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions. Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses. Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses. Analyze detailed corporate and financial information, as well as conduct due diligence. Develop client relationships through deal execution and pitching. Work on the execution of mandates for Lat. Am. clients in which language skills are critical. These responsibilities afford direct and active interaction with the senior executive management teams of our clients. REQUIRED: Native Spanish fluency Familiar with business and capital markets environment in Lat. Am. Undergraduate degree with 1-3 years of investment banking experience Familiarity with basic modeling and structuring for cross broader M&A transactions and structuring and execution process for debt and equity capital market offerings. Ability to work in multi-cultural and multi-lingual projects Currently living in New York, or willing to relocate. DESIRED EXPERIENCE SKILLS: Excellent financial modeling, financial statement analysis, and accounting skills / knowledge. Excellent written and verbal communication skills. Detail-oriented with exceptional critical thinking and problem-solving abilities. Ability to lead a variety of transactions and projects simultaneously. Resourceful self-starter; able to work autonomously. Demonstrated team player and leader. 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 supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. It is Jefferies' policy that all employees and visitors be fully vaccinated against COVID-19 in order to enter any Jefferies office or participate in any Jefferies or client event in person. Should an offer of employment be made, your acceptance of that offer means that you will comply with this policy.

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.

**Investment Banking Industrials Analyst - New York, NY** This client is an Investment Bank seeking a diligent and results-driven Investment Banking Analyst to join their industrials team in New York City. This is your chance to play an integral role within a prestigious investment banking sector where you will be at the heart of critical capital raises, mergers & acquisitions (M&A) transactions. As part of this position, responsibilities include: - Coordinating complex processes related to various financing strategies - Preparing detailed materials for high-stakes client meetings - Conducting thorough research and analyses across industrials sectors - Organizing influential marketing initiatives alongside participating actively during client engagements Furthermore, we expect that as an analyst you'll take charge by leading drafting sessions while meticulously conducting due diligence efforts-a key aspect ensuring exceptional service delivery. In terms of skills required for success in this demanding yet rewarding environment: * Analytical Acumen: Ability to dissect financial data and market trends with precision. * Communication Proficiency: Clear articulation both verbally and written; essential when preparing documents or engaging clients directly. * Organizational Prowess: Strong planning capabilities-coordinating schedules/meetings requires adept time management. You must have 1+ year of direct investment banking experience to apply.