Investment Banker Jobs in Copiague, NY

The Investor Relations Associate will work collaboratively to support the IR team with the creation of marketing materials. Responsibilities are inclusive of the following: Responsibilities: Act as day-to-day point of contact for contact requests and relationship development Client support inclusive of drafting responses, consultant inquiries and the creation of client presentations Timely creation of marketing requests such as Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs) and Requests for Information (RFIs) Work cross-functionally amongst various internal teams including Fund Administration, Operations, Investments, Legal, and Compliance Assist in meeting execution Requirements: Bachelor's Degree 4+ years of experience within the asset management industry, a year or two of private equity experience highly preferred Ability to work collaboratively, strong communication skills, both verbal and written Proficiency with Microsoft Office (Excel, PowerPoint, and Word)

Our client seeks an investor relations associate to support the firm's fundraising objectives. Responsibilities include: Develop understanding of firm's global products, firm policies, and procedures Participate in investor meetings and calls; proactively assist with advance meeting prep and subsequent follow-up. Manage periodic requests for clients, including completion of quarterly, annual, and ad hoc DDQs, RFPs, and other deliverables. Work closely with portfolio specialist and global team members to prepare client materials. Help to identify and highlight prospects through industry publications, word of mouth, cap intro. Maintain updated prospect lists, pipeline and opportunities in CRM and assist in follow-ups and next steps. JOB REQUIREMENTS: -At least 2 years of investor relations experience from another alternative asset manager -Previous experience in investment or private banking preferred -Undergraduate degree required -Strong attention to detail -Ability to manage multiple projects with a sense of urgency

A leading global institutional investment firm is looking to add a Investments Associate - Structured Products to its public markets team. The role focuses on the research, analysis, and active management of structured credit instruments within a long-only investment framework. Key Responsibilities: Conduct research, trading support, and portfolio monitoring across structured products, including Agency and Non-Agency RMBS/CMBS and ABS Analyze mortgage prepayment and credit data to identify trends and assess relative value Build or enhance models to forecast prepayment and default behavior (prior experience in modeling is a strong plus) Develop and communicate trade ideas to senior portfolio managers Produce regular market updates and insights for internal stakeholders, including senior leadership Qualifications: 3+ years of experience in structured products or related fixed income markets Solid understanding of Agency/Non-Agency MBS, CMBS, and ABS Strong quantitative skills with the ability to analyze cashflows and model complex structures Effective communicator with the ability to present ideas clearly and concisely Proficient in Excel; experience with modeling tools or programming (e.g. Python, R, SQL) is advantageous This is a unique opportunity to join a globally focused, fundamentals-driven investment team and work directly on structured product strategies in a dynamic and collaborative environment.

About the Firm: A leading private equity firm based in New York City, this firm specializes in investing in software and technology companies. With a hands-on approach and a focus on high-growth opportunities, they partner with innovative businesses to help accelerate their potential. The firm is seeking an Associate-level Technology Investor to join their team and contribute to their continued success in the tech sector. What the Role Involves: Conducting market research and sourcing investment opportunities within the software and technology sectors. Performing detailed financial analysis, valuation, and due diligence on potential investment targets. Assisting in the development of investment theses and strategic recommendations for internal decision-making. Participating in the structuring and execution of transactions, including deal negotiation and documentation. Supporting portfolio management by monitoring investments and working closely with portfolio companies to drive growth. Who They're Looking For: 1-3 years of experience in technology investing, private equity, or investment banking. Strong financial modeling and analytical capabilities. Knowledge of the software and technology landscape, with an interest in identifying emerging trends. Excellent communication and presentation skills. A Bachelor's degree in Finance, Economics, or a related field (advanced degrees are a plus).

Vibrant Capital Partners Founded in 2006, Vibrant Capital Partners is a specialized alternative credit asset manager based in New York. The firm manages approximately $6.0bn of AUM and specializes in structured credit, CLO, and HY credit investing including CLO management. The firm predominantly serves global institutional and family office clients. The firm is majority owned by partners and employees. Vibrant is headquartered in New York and has an international office in Abu Dhabi. Responsibilities: Vibrant Capital Partners is seeking to add an associate with ~2 years of relevant experience within the Investor Relations Group. The candidate will support investor relations activities as well as over time lead client services, performance analytics, and reporting efforts across the firm, with the goal of providing best-in-class client services. Main responsibilities include · Conduct monthly and quarterly investor reporting; update consultant and other third-party databases regularly · Update marketing materials regularly or on an ad hoc basis; over time, contribute to content generation including creating thought leadership materials and positioning marketing messaging for different audience groups · Maintain files that track fund performance / AUM information as well as other operational data on a monthly basis; calculate performance analytics and perform benchmarking and peer analyses · Respond to client inquiries, DDQs, and RFPs in a timely fashion · Maintain CRM / Salesforce and support Business Development with sales and prospecting including preparation of call/meeting notes and timely follow-ups · Conduct market, product, and prospect research; work on ad hoc strategic projects closely with investment teams and senior management · Collaborate frequently with other departments including investment teams, investment operations, accounting, compliance, and technology on all the above responsibilities; work closely with technology to automate and maintain analytical and reporting tools / systems Qualifications: · ~2 years of relevant experience in an analytical / reporting / client service / performance analytics role preferably at an investment bank or asset manager; new graduates with relevant internship experiences in these fields can also be considered · Understanding of finance and fixed income concepts; familiarity with CLOs / securitized products / leveraged finance / credit derivatives is a plus · Strong quantitative and analytical skills · Strong writing and communication skills · Diligent, self-motivated, intellectually curious, detail-oriented individual with a client-first mindset, a strong sense of integrity, and the ability to take ownership over time and to develop creative solutions · Ability to multi-task and stay organized while working on multiple projects under deadlines · Proficiency with Microsoft Office applications, especially Excel and PowerPoint; experience with VBA, or other programing languages, and data visualization tools is a plus · Familiarity with Salesforce or other CRM tools preferred · Bachelor's degree, preferably in finance, economics, mathematics, or engineering · CFA, CIPM, or CAIA is a plus

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

Overview: A global alternative asset management firm is seeking a meticulous and innovative professional to join its Investor Relations team in London. The ideal candidate will collaborate with various internal teams and have the chance to influence key business decisions. The role emphasizes building and maintaining relationships with clients and prospects, promoting the firm's diverse investment solutions, and contributing to a supportive and inclusive work environment. Key Responsibilities: Support relationship managers in nurturing client and prospect relationships, providing timely responses to inquiries, and updating them on firm and strategy updates. Contribute to long-term projects by designing and maintaining processes related to product development and client prospecting. Gain in-depth knowledge of the firm's investment strategies, financial markets, and client needs to enhance communication and relationship management. Qualifications: A bachelor's degree, along with a strong academic background and 2-4 years of experience in financial markets, is required. Strong project management skills, the ability to balance short-term tasks with long-term objectives, and effective teamwork are essential. Prior experience in business development or client relations is advantageous. This role is suited to individuals who are ambitious, eager to develop professionally, and excel in a dynamic and team-oriented setting.

The Investor Relations Associate will work collaboratively to support the IR team with the creation of marketing materials. Responsibilities are inclusive of the following: Responsibilities: Act as day-to-day point of contact for contact requests and relationship development Client support inclusive of drafting responses, consultant inquiries and the creation of client presentations Timely creation of marketing requests such as Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs) and Requests for Information (RFIs) Work cross-functionally amongst various internal teams including Fund Administration, Operations, Investments, Legal, and Compliance Assist in meeting execution Requirements: Bachelor's Degree 4+ years of experience within the asset management industry, a year or two of private equity experience highly preferred Ability to work collaboratively, strong communication skills, both verbal and written Proficiency with Microsoft Office (Excel, PowerPoint, and Word)

Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum. This position is for a role in our New York or Boston office. Role Description: The Associate will be an integral member of Evolution Credit Partners and will be responsible for supporting the various strategies across the Firm. This person will be exposed to a broad range of structured credit, direct lending, working capital finance, and other opportunistic credit investment opportunities across various sectors. Partnering with a deal originator, they will be responsible for the fundamental credit analysis of investments made on behalf of Evolution Credit Partners with a deep emphasis on bottoms-up credit analysis and credit markets. The Associate will also be responsible for undertaking additional responsibilities across investing, business development, investor relations, and other strategic activities to support the entrepreneurial nature of the Firm and its growing credit platform. Evolution Credit Partners is seeking an experienced associate that has worked in financial services, has training at an investment bank or similar environment with a comprehensive foundational skills training program. The ideal candidate has a strong desire to work across the Firm and its various business lines in an entrepreneurial manner, possesses a deep interest in and understanding of the credit markets, and will be able to contribute immediately to expanding the team's analytical investment capabilities. The role will entail the following: Conduct independent fundamental credit analysis, due diligence and approval of new investments Calibrate financing needs and structures for prospective borrowers Undertake financial modeling of investment opportunities Analyze comparable credits Provide comprehensive market reviews and insight across the credit markets Interact with management teams, industry sources, and other investment professionals Develop and advance business relationships, including with potential investments and existing and potential investors Work to source new investment opportunities in an entrepreneurial environment Lead specific aspects of the business development process including industry/market research, deal origination and qualification, and relationship building across key strategies for the Firm Provide portfolio reports and presentations for internal and external use Complete other ad hoc analysis and tasks as needed Adhere to investment processes and operational standards of Evolution Credit Partners Skills, Experience and Education: 2-4 years of experience in investment banking, private credit, and/or other relevant fields Excellent credit skills demonstrated through prior relevant experience such as trading desk analyst or other credit research analyst roles Deep understanding of the broader financial and specifically credit markets Demonstrated initiative with high level of motivation Enthusiastic team player and flexible in approach with ability to work independently Strong interpersonal skills for interactions with investors, investment targets, and other key third parties Open-minded thought processes with an ability to dynamically adapt to coverage of different investment strategies Excellent written communication skills Outstanding academic background from top-tier university

At Bonside, we are defining the future of brick-and-mortar businesses. Service-powered storefronts anchor our cities and towns, bringing life, vibrancy, and sustenance to our communities. In 2021, we launched the Repeatable Revenue Agreement (RRA), a transparent asset class that provides growth capital to these businesses without dilution or guarantees. Our financing leverages the unique strengths of physical businesses, helping operators lay the bricks of growth hyper-strategically. Who we are Ambitious: Crafting a future where brick-and-mortar growth runs on Bonside Curious: Building in uncharted territory with a "leave no stone unturned" mentality Collaborative: Valuing team discussion and respectful discourse to reach clarity Backed by the best: Supported by leading investors in finance, technology and brick-and-mortar The Opportunity We're seeking a sharp, detail-oriented Investment Associate to play a critical role in our underwriting and investment process. You'll be responsible for leading financial diligence, presenting investment recommendations to our committee, and serving as a key relationship bridge between Bonside and potential portfolio companies. This role offers a unique combination of analytical rigor and client-facing responsibility in an innovative alternative investment space. Responsibilities Financial Analysis & Diligence Transform complex company financials into Bonside's standardized format Clean and rationalize financial data, including expense recategorization and cash flow analysis Interpret business performance metrics and identify key trends Develop sophisticated risk assessments and determine clear paths to investment approval Present comprehensive investment cases to our Investment Committee Company Relationship Management Serve as the primary point of contact between Bonside's investment team and businesses Guide businesses through our onboarding and systems integration processes Conduct professional follow-up calls and information requests Represent Bonside's values and vision throughout the diligence process Build trust with operators through clear communication and genuine understanding Strategic Investment Process Development Leverage existing portfolio data to create benchmarks for evaluating new opportunities Provide iterative feedback on scoring methodologies and qualification criteria Identify patterns across successful investments to refine our approach Collaborate with the broader team to continuously improve our investment framework Balance analytical rigor with business development sensitivity Qualifications 5-7 years of experience in finance (investment banking, private equity, or private credit) Strong financial modeling and analysis skills Exceptional attention to detail with the ability to identify anomalies in complex datasets Outstanding written and verbal communication abilities Experience interacting directly with management teams or clients Ability to translate complex financial concepts into accessible insights Bachelor's degree required, finance or business degree preferred Genuine interest in brick-and-mortar businesses and alternative financing models If you're passionate about redefining how brick-and-mortar businesses access growth capital and want to play a key role in building a new investment category, we'd love to connect.

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

🚀 Job Opportunity: Investment Associate - Infrastructure Private Equity (NYC) A leading infrastructure investment firm specializing in structured minority investments is seeking an Investment Associate for its NYC team. This role focuses on flexible capital solutions in core+ infrastructure assets through preferred equity, co-investments, and joint ventures. 🔍 Key Responsibilities: Deal Execution: Evaluate and execute 20M-200M minority investments in renewables, infrastructure, and utilities. Financial Modeling: Build DCF/LBO models for brownfield assets with sponsor partnerships. Due Diligence: Lead commercial/financial DD, focusing on downside protection and upside triggers. Portfolio Support: Monitor assets and collaborate with management teams on strategic initiatives. ✅ Ideal Candidate: 2-5 years in infrastructure M&A (IB) or infrastructure PE/credit (sell-side preferred). Advanced modeling skills (DCF, LBO, accretion/dilution) and familiarity with infrastructure cash flows. Sector Knowledge: Experience in energy, transport, or digital infrastructure. Soft Skills: Ability to work in a lean team and articulate investment theses concisely. 🌟 Why Apply? Niche Strategy: Hybrid of passive LP investing and active asset oversight. Deal Ownership: Lead components of transactions earlier than at mega-funds. Sector Resilience: Invest in inflation-linked, long-duration assets. 📧 How to Apply: Option 1: Apply directly via LinkedIn. Option 2: Email your updated resume to: 📩 *******************************

· Our client is a leading investment firm with over $20B AUM. They seek to hire an Investment Associate focused on private credit and special situations investing. Responsibilities · Participate directly in investment process through direct exposure to senior leadership · Evaluating potential transactions through detailed research and analysis · Conducting due diligence and assisting in the entire process from deal origination to management · Preparing Investment Committee materials · Performing industry sector deep dives in conjunction with industry specialist teams · Lead & support robust corporate models and stress testing · Work with cross functional teams (investment teams, capital markets, finance, risk) to support day-to-day fund/portfolio level decisions Qualifications · 1-5 years of total work experience within an investment bank or investment firm with strong credit knowledge · Experience using Bloomberg beneficial · Strong quantitative skills, modeling with proficiency with Excel · Bachelor's degree from a top-tier institution · Demonstrated professional and academic achievement · Energetic, self-motivated, self-starter who thrives on challenge in a dynamic environment

Summary of Responsibilities: A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Intern will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests Coordinate transaction closings, including management of all documentation and follow-up Prepare for client meetings, including presentation materials, background information and call plans Research and evaluate potential new client relationships Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America Participate in Credit Committees jointly with Relationship Managers Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc Coordinate internal procedures with the Credit, Operational and Legal departments Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts Ensure integrity of domestic/global profitability information gathering for internal team reporting Maintain the Customer Relationship Management system for pipeline and profitability reporting Level of Complexity and Risk Involved: The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables Additional expectations within the scope of the Intern role: Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail) Successful interaction with the various product groups and colleagues Effective communication skills Develop solid knowledge of corporate banking products and services Strong work ethic and high degree of proactiveness Skills, knowledge, and abilities/Competencies: Technical Skills : Bachelor's degree Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s). Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. 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 is $90,000.00. 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.

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

About Us: We are a well-funded and rapidly growing hedge fund headquartered in NYC, with offices in London Hong Kong and Singapore, specializing in quantitative trading strategies. Our team consists of world-class researchers, technologists, traders/portfolio managers dedicated to developing cutting-edge models and executing high-performance trading strategies across multiple asset classes, with a primary focus on Equities and cross-asset Futures trading. Job Description: We are seeking a highly skilled and motivated Quantitative Traders/Portfolio Managers seeking the best technology platform, capital, IP freedom and competitive profit share. We are considering a range of candidates, from highly tracked PMs to SubPMs/Sr quants with own strategies, the set up (silo mode or collaborating/getting support from quantitative researchers and developers) will depend on one's experience/seniority. Key Responsibilities: Develop and implement algorithmic trading strategies across Equities or cross-asset Futures markets. Optimize and enhance existing trading algorithms to improve performance and scalability. Monitor and analyze trading performance, identifying areas for improvement. Ensure execution efficiency and manage trading risks effectively. Stay up-to-date with market trends, regulatory changes, and technological advancements. Collaborate with technology team to enhance trading infrastructure and execution systems. Qualifications & Requirements: Experience developing and trading own high or mid-frequency strategies. Bachelor's, Master's, or PhD in a quantitative field such as Mathematics, Computer Science, Engineering, Finance, or a related discipline. 4+ years of experience in algorithmic trading, either high-frequency or mid-frequency (Intraday to weeks average positions holding). Strong quantitative and statistical modeling skills. Experience with market microstructure, execution algorithms, and order book dynamics. Strong understanding of risk management techniques and portfolio optimization. Ability to work in a fast-paced, high-pressure environment with strong decision-making skills. Preferred Qualifications: Trading track record Knowledge of machine learning and data-driven trading strategies. Hands-on programming, Python, C++/C#, etc. What We Offer: Highly competitive compensation, including base salary, performance-based bonus/Pnl cut. A dynamic, collaborative, supportive work environment with top-tier talent. Truly cutting-edge technology and research tools. Comprehensive benefits package. Option of working in NYC, London, Singapore, HK or remotely. If you are passionate about algorithmic trading, we encourage you to apply and be part of our growing success. How to Apply: Please submit your resume and a cover letter detailing your experience and interest in the role. We're are ultra-discreet and honor confidential inquiries.

Lead Advisor, LLC is a wealth management consulting and search firm. We are helping mulitple firms in Stamford hire an investment associate. The roles for our clients will work in a practice helping Senior Advisors and Clients with investment operations and service needs. Depending on the opportunity this could include: Investment Client Onboarding Placing Trades Money Movement and Distributions Creating investment proposals Rebalancing and Tax Loss Harvesting. Other work to support wealth management firms's operations and service Requirements: Bachelors Series 7 license 2+ years of investment/financial services experience $65,000 to $85,000 depending on experience. Most opportunities are 4 days in office, 1 day remote.

*ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS* An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals. Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Obtain your Life, Accident & Health License from the state of CT Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, accident, health) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 160 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored 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 Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) YOUR SKILLS · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people LOCATION Stamford, CT United States (Westport + Fairfield roles available too) Work Authorization · US work authorization is required

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience