Investment Banker Jobs in Chatham, NJ

A $15 billion AUM hedge fund is looking for an Investor Relations Associate They're looking for someone whose done IR at a credit/fixed income fund, a credit middle office, or investment banking 1-3 Yrs Experience

This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn's transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm - 20 people strong and growing - has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential. Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation. On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation. We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability. We operate within the Specialization approach, with our agents focusing on specific territories and asset types - promoting collaboration and information sharing, while eliminating internal deal competition. Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Qualifications Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process) Must be comfortable with hands-on sales and marketing activities including extensive cold calling Market Analysis, Property Valuation, and Deal Negotiation skills Strong understanding of the commercial real estate industry Client Management and Relationship Building Financial Modeling and Analytical Skills Excellent verbal and written communication and negotiation skills Bachelor's degree in Real Estate, Finance, Business, or related field Experience in investment sales or commercial real estate industry Must be coachable and receptive to feedback Must be a team player with integrity Must have superb organization skills, proficient in Microsoft Office, Excel, PowerPoint and Outlook

Capital One Ventures (COV) is the strategic investment arm of Capital One. We seek to invest and partner with cutting-edge technology startups in order to bring Capital One the latest technology, applications and learnings from innovators and industry experts. We are uniquely positioned at the intersection of Capital One's business and tech organizations and the startup ecosystem. We continuously survey the market for opportunities that not only result in financial return but drive strategic impact and better experiences for Capital One customers. COV has team members across the country who work to identify new opportunities in enterprise tech, big data, cybersecurity, identity, payments, fintech and other sectors. Some of our investments include: Snowflake, Island, Glean, HiddenLayer, ThoughtSpot, Hopper, and Eightfold. About the team: As a member of the Venture Investing team at Capital One Ventures you will support strategy development, deal sourcing, transaction execution, portfolio monitoring, and relationship management for strategic venture investments that accelerate Capital One's commercial and operational priorities. You will focus on our direct investment strategy while supporting initiatives across the Ventures team. What you'll do: As a Technology Investing Associate, you will primarily focus on investments in sectors within enterprise technology, cyber security, data management, developer tools, AI/ML and cloud infrastructure that are relevant to Capital One. You'll be asked to handle a variety of responsibilities, including: Sourcing: Map and landscape companies and sectors to drive top-of-funnel outreach and relationship development that generates vetted new opportunities in target categories of technology. Execution: Manage due diligence, financial analysis, and target evaluation for transaction opportunities, including preparation of investment memos, oversight of legal negotiations, and management of deal execution processes. Business Development: Collaborate with Capital One to identify and scope opportunities and sectors of interest, including development and presentation of investment theses and opportunities pertaining to specific strategic areas of technology relevant to Capital One. Portfolio Monitoring: Engage proactively in strategic planning and portfolio development, including leading periodic data collection, contributing to portfolio reporting and artifacts, developing commercial opportunities with portfolio companies, and supporting ad hoc analyses related to portfolio management and compliance. Cultural Operations: Provide mentorship and partnership to team members across the Ventures organization and serve as a cultural ambassador for the team and Capital One. Basic Qualifications: Bachelor's degree or military experience At least 4 years of professional experience in finance, strategy or technology Preferred Qualifications: Bachelor's degree in Engineering, Computer Science or related technical field 5+ years of experience in venture capital, technology finance, technology product management, engineering, software development, technology corporate development, or technology strategy consulting Knowledge of startup technology finance from equity fundraising through monetization Knowledge of software development lifecycles and enterprise software sales and procurement Demonstrated ability to source, evaluate, and execute venture capital transactions Demonstrated ability to partner with engineers and enterprise software developers At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York, NY: $172,800 - $197,200 for Manager, Venture Investing Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade. ·Bachelor's degree in Finance, Economics, or a related field. ·Minimum 6 years in financial services (buy or sell side experience) working with equity products. ·Experience with financing, accounting principles and procedures as well as financial markets and instruments.

My client, a V30 law firm is seeking a Private Funds Associate (5th - 7th Year) to join their Investment Funds & Private Capital practice group. Candidates must have meaningful experience in the formation of funds focused on investment in private equity, real estate, credit and / or other illiquid asset classes, with a focus on advising clients on all aspects of fund formation, fund structuring, capital raising and related legal issues. Requirements Juris doctor from an accredited law school Experience working in a peer firm Licensed to practice in the state they're looking to be located in We have dedicated consultants who specialize in In-House and Private Practice opportunities on a full and part time basis. We form part of the Hydrogen group which has over 350 consultants globally and work across a variety of sectors. At Hydrogen we pride ourselves on building long term relationships with the candidates we work with, so even if you are not considering a move in the immediate future, please don't hesitate to get in contact to discuss how to plan for the future. If you are interested in exploring your opportunities internationally, we are able to assist you. If you believe this opportunity pertains to you, please feel free to message me directly on LinkedIn or email me at mahamimtiaz@hydrogengroup,com

We are partnered with a global trading house building a metals trading platform. We are seeking a highly driven and commercially minded Base Metals Trader to join their growing team in New York. The ideal candidate will have proven experience trading concentrates and/or refined metals (Copper, Zinc, Lead, Aluminium, etc.) on a global basis, with strong exposure to the Americas market. You will be responsible for origination, P&L generation, logistics coordination, and maintaining strategic relationships with miners, smelters, industrial end users, and other counterparties. Key Responsibilities Structure and execute physical base metal transactions (concentrates and/or refined) Build and maintain commercial relationships with producers, smelters, refiners, and end users Identify arbitrage and regional trading opportunities across North America, Latin America, and global markets Work closely with internal teams to manage logistics, shipping, documentation, and financing as part of the full trading lifecycle Work cross-functionally with risk, operations, and finance to ensure seamless execution Monitor market trends, supply/demand dynamics, and pricing to inform trading strategies Drive P&L growth through origination and optimization of the trade book Maintain awareness of regulatory and compliance standards in physical trade flows Requirements Minimum 8-10+ years experience in base metals trading (refined and/or concentrates) Demonstrated track record of commercial performance and P&L contribution Deep network of contacts across Americas and/or global metals markets Solid understanding of international trade logistics, Incoterms, and contract structuring Experience handling documentation and negotiation of off-take, spot, or long-term agreements Entrepreneurial mindset with ability to scale a book or build a desk from the ground up Experience at a trading house highly desirable Language skills a plus but not required

Financial Sales Representative Compensation: Commission-Only | $100,000 - $200,000+ annually Location: Full-Time, In-Person| Financial District, NYC Blueline Capital Group is seeking highly motivated, driven individuals to join our expanding sales team. This is a fast-paced, performance-based opportunity for professionals looking to earn six figures or more within their first year. Please note: This is a commission-only, in-office position. About Blueline Capital Group Blueline Capital Group is a dynamic financial services firm providing working capital solutions to businesses across all industries-from growing startups to publicly traded companies. We specialize in: Merchant Cash Advances Small Business Loans Lines of Credit Term Loans Equipment Financing Auto Financing What We Offer Uncapped earning potential A modern office in the Financial District Performance-based bonuses A collaborative, high-energy team environment Opportunities for career advancement and professional development Responsibilities Prospect and engage with business owners to offer tailored financial solutions Follow up with interested leads and communicate the value of partnering with Blueline Capital Close deals and manage relationships using our CRM platform Meet and exceed weekly, monthly, and quarterly sales targets Maintain a strong pipeline and proactive approach to business development Qualifications Entrepreneurial mindset with a strong desire to succeed financially Quick learner and strategic thinker Excellent communication and time management skills Highly organized, self-motivated, and detail-oriented Ability to thrive in a fast-paced, competitive environment Schedule Full-time Monday to Friday In-person, 8-hour shifts If you're ambitious, sales-oriented, and ready to be part of a growing team, we encourage you to apply. We look forward to connecting with candidates who are serious about building a long-term career in financial services.

Senior Quantitative Trader (NY, NY) for Tower Research Capital LLC to dvlp complex & nimble code used to grow our bus. & increase the efficiency of the global fin'l mkts. Reqs Bachelor's deg in Comp Sci, Comp Engg or rltd field of study, & 1 yr of exp as Quantitative Trader, Researcher or Strategist involving Algorithmic Trading & Quantitative Finance. Exp specified must incl 1 yr of exp w/ each of the following: back-testing, simulation, & statistical techniques incl auto-regression, auto-correlation & Principal Component Analysis; data-mining & data analysis, incl dealing w/ a large amount of data & tick data; Computational math, statistical learning, inference & optimization; Python & C++; & machine learning utilizing mathematical principle. Telecommuting permitted up to 2 days/wk. Salary: $150,000 to $200,000/yr. To apply send resume to Tower HR at ************************ & indicate job # 8647705. JobiqoTJN. Keywords: Quantitative Trader, Location: New York, NY - 10060RequiredPreferredJob Industries Other

A leading credit-focused asset manager is seeking an Investment Professional to join its CLO Investment Team. The firm manages over $10 billion in assets across institutional, high-net-worth, and retail clients, with a focus on income-oriented credit investments in niche and inefficient markets. Role & Responsibilities: Evaluating CLO investment opportunities in mainly primary markets Developing and executing investment and trading strategies across various funds and separate accounts. Conducting due diligence on CLO managers, assessing investment processes and performance. Managing relationships with dealers, collateral managers, and service providers. Assisting with month-end valuation processes for funds and separate accounts. Collaborating with client solutions and investor relations teams to prepare marketing materials. Tracking and maintaining secondary BWICs, offer sheets, and market activity, working closely with analytics and internal teams. Monitoring existing CLO positions, assigning internal ratings, and making recommendations on hold, buy, or sell strategies based on market conditions. Participating in Investment Committee meetings and advising on strategic transactions across investment verticals. Qualifications: The ideal candidate will have: 2+ years of experience Primary CLO Structuring. Strong knowledge of CLO documentation. Proficiency in Intex and CLO cash flow modeling in Excel. Experience in CLO trading at a sell-side dealer or buy-side firm. Strong presentation skills with the ability to communicate findings effectively. Programming skills (a plus). High attention to detail and ability to work well within a small, collaborative team.

Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in its Healthcare, Technology, FIG, and Industrials coverage groups. Interns will be able to work on projects across different products within their industry coverage group, such as Mergers & Acquisitions, Equity Capital Markets, and Debt Capital Markets. Throughout the program, interns have the opportunity to work on pitches, live deals, and other long-term projects supporting our client-calling efforts, having exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Performing valuation and building complex financial models Analyzing detailed corporate, industry, and financial information Creating client presentations, pitches, and bake-offs Conducting due diligence Preparing marketing memoranda and other written materials Participating in the execution of financing and M&A transactions Our internship program features a training program conducted by Pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Depending on performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Student pursuing a bachelor's degree with an anticipated graduation date between December 2026 and June 2027 Knowledge of finance and a strong interest in investment banking Previous internships in financial services or a related field preferred Strong analytical, critical thinking, problem-solving, and quantitative skills Outstanding academic record Ability to work in a team environment but also thrive in an entrepreneurial culture High ethical and professional standards Outstanding communication, interpersonal, and presentation skills Self-starters who display initiative, drive, motivation, and leadership Hourly $35.00 - $45.00 hourly

Exciting opportunity to an established and growing bank as a private banker. This role will work with HNW/UHNW individuals. Strong opportunities for career growth and competitive compensation: Responsibilities: Building and maintaining strong relationships with high-net-worth clients Providing deposit and cash management services Grow deposits and loans Overseeing credit and lending services Networking and prospecting to identify potential high-net-worth clients Developing and implementing strategies to attract new business Various related duties Skills and Qualifications: Bachelors degree 5+ years of experience Strong knowledge of banking products Excellent communication

We are working with a global asset manager looking for an Investor Relations Associate to support marketing, aid product development, and assist in fundraising efforts for their Private Credit and Asset-Based Credit teams! Key Responsibilities Respond to investor inquiries and provide timely information. Conduct competitive market analysis on other funds. Support product development and new fund launches. Coordinate investor meetings and presentations. Prepare investor reports and analyze feedback. Collaborate with internal teams for accurate communications. Assist in marketing efforts and preparation of materials. Support due diligence process for new investors. Qualifications: Bachelor's degree in finance or related field required. 3+ years of experience in investor relations/ investment banking/ or buyside roles Strong communication and organizational skills.

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Analyst/Associate to join its PCA team in Dallas or New York to focus on “Real Assets” private markets advisory The group is focused on executing GP-led secondary transactions across the private markets (e.g. infrastructure, energy and real estate). GP-led secondary transaction mandates include single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $52B in 2022, representing a 30% CAGR. Approximately half of GP-led secondary transaction volume consists of single-asset continuation vehicles, where a single portfolio company is recapitalized. LP-led secondary transaction mandates include portfolio, single fund and co-investment secondary sale advisory, buy-side advisory, fund valuation and analytics and fund- and portfolio-level financing Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP and LP clients. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. 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. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Our client is seeking an experienced and detail-oriented Client Advisor to take primary day-to-day responsibility for managing the investment activity of one of the anchor family clients. This role will involve actively monitoring and coordinating all aspects of the client's investment portfolio, tax strategy, liquidity planning, and investment-related administration. While initially the candidate will focus exclusively on one anchor family, the expectation is that over time each of the Client Advisors will become familiar with all anchor families in order to provide team collaboration and best practices across the client base. JOB REQUIREMENTS: -At least 5 years of experience working for a wealth management firm, multi-family office, single family office, or other financial services firm advising UHNW families with sophisticated, complex investment portfolios. -Undergraduate degree required; preference for candidates with advanced degree or relevant professional certifications (CFA, CFP etc) -Experience monitoring and/or coordinating multi-asset portfolio management, private investments, and alternative assets. -Experience coordinating with investment managers, legal teams, tax advisors, and fund administrators. -Familiarity with investment-related entity structures, including trusts, LLCs, and private partnerships. -Exposure to investment documentation, fund agreements, and financial structuring.

Job Title: Client Investment Associate Our client is an East Coast-based fintech company, specializing in cutting-edge cash management technology designed for institutional Registered Investment Advisor (RIA) clients. With over 800 clients and a strong focus on growth, they are looking to expand their team to ensure provision of top-notch support to clients as they continue scaling. Job Summary: The Client Investment Associate will play a key role in managing client accounts. In this position, you will serve as the primary point of contact for the firm's clients, handling inbound calls, emails, service tickets, and ensuring a seamless experience. You will also work closely with the Product and Engineering teams, providing direct client feedback to help continuously improve firm offerings. This role requires strong communication skills, attention to detail, and a passion for delivering exceptional client service. Key Responsibilities: Serve as the main point of contact for institutional RIA clients, providing assistance via inbound calls, emails, and service tickets Manage and resolve client inquiries and service issues promptly and professionally Collaborate with internal teams (Product, Engineering, etc.) to share client feedback and insights for product improvements Track and maintain detailed records of client interactions and issues Ensure client satisfaction by providing timely and accurate solutions Assist with onboarding new clients and provide ongoing support as needed Maintain a deep understanding of the company's products and services to best serve clients Qualifications: Bachelor's degree or equivalent work experience Minimum of 3 years of experience in a client service or customer support role, ideally within fintech, finance, or a related field Series 7 license required Strong communication skills, both verbal and written Ability to manage multiple client interactions and prioritize effectively Detail-oriented with excellent problem-solving abilities Comfortable working in a fast-paced, growth-oriented environment Compensation: Base Salary: $75,000 - $80,000 Hybrid work schedule: 3 days a week in-office, 2 days remote Benefits: Competitive benefits package including health, dental, and vision insurance, 401(k), and more

Quantitative Researcher/Quantitative Trader The company I'm thrilled to be working with a highly successful and growing hedge fund as they look to onboard fresh talent. While the firm has traditional footings, their systematic presence is growing rapidly, and they're looking for Quantitative Researchers and Traders to join the team in Manhattan. What you will get Competitive benefits. Collegiate working culture. In-office presence in midtown Manhattan. $150,000 basic salary + 20-30% PnL splits. What you will do Manage a systematic book throughout the entire life cycle. Work alongside fellow traders and the head of desk to optimize existing strategies, and generate new ones. Signal and alpha generation. What you will need At least 3 years of experience in a quant research or quant trading role within U.S. or global equities. Provable track record with a 2+ Sharpe. Excellent communication skills and ability to communicate to senior stakeholders. A right to work in the USA, existing H1B/E2/similar visa holders are welcome to apply. Find out more If you would like to have a confidential conversation and find out more about this opportunity, or similar roles in Financial technology, then get in touch with Celia Dodds at Harrington Starr - ************** or *******************************, click on the apply button below or connect via LinkedIn.

Northwestern Mutual has been helping families and businesses experience financial security for over 160 years. With a focus on both insurance and investments, Northwestern Mutual aims to provide personalized, holistic financial solutions. The company manages billions in assets and provides a variety of financial services to millions of clients. Northwestern Mutual believes in the strength of diversity and is committed to shaping the future of financial security. Role Description This is a full-time on-site role for a Financial Sales Representative with a top-rated training and mentor program. The Financial Sales Representative will be responsible for providing financial solutions to clients in the New York City Metropolitan Area. Qualifications Communication and Customer Service skills Sales skills Grit and fortitude to build something of significance for yourself Strong problem-solving abilities Ability to build and maintain relationships Experience in the financial industry is a plus, but not required History of leadership or success in working as a team

Why You Should Consider This Opportunity: You're well connected with Commercial & Industrial clients (manufacturing, warehousing, logistics, wholesale/distribution), Professionals services in the Queens, NY market You prospect companies 3-25 million in revenue size, with your average loan size anywhere from 500k-5 million (sweet spot 1+ million) You want to work on a strong team where you get autonomy to build relationships and have end to end ownership (own your business) You want flexibility on how your day is structured Job Overview The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities (geographic focus Queens) designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans. Requirements Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Has COIs and deep connectivity in Brooklyn Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.

Investment Banking Associate, Energy - New YorkNew York, United States of America Primary Location: New York, NY, Madison Ave Corp Salary: $131,250 - $225,000/year