Investment Banker Jobs in Deer Park, NY

CaaS Capital Management is seeking a talented and driven systematic equity trader to join our dynamic equity and derivatives investment team. As a systematic equity trader, you will collaborate closely with our PMs and traders to uncover new alpha opportunities and enhance existing strategies. We are searching for candidates who possess a deep passion for the financial markets. Successful quant traders not only exhibit strong technical skills, but also possess an innate curiosity to continuously expand their knowledge and understand human behavior. Adaptability to the rapidly evolving world and industry is crucial, as we value individuals who actively seek out new skills and embrace the exploration of uncharted possibilities. Join our close-knit team of young and dedicated quants who thrive on solving complex problems. We maintain a fast project turnover rate, fostering seamless communication within the team. Upon joining us, you will experience direct daily engagement with our leadership, allowing you to quickly take ownership and responsibility for your ideas. From the initial stages of idea generation to the final trading process, you will be involved in the entire pipeline, ensuring a steep learning curve and providing you with comprehensive exposure to the industry. Our colleagues are genuinely sincere and willing to share their knowledge, and your performance evaluations will be based solely on the quality of your deliverables. Responsibilities: · Work closely with PMs to develop models and analytics that directly impact trading decisions · Create and maintain tools for analyzing and monitoring trading activities · Explore different data sources and analytics packages in developing investment strategies · Provide high level technical and investment analytics support to trading functions · Build infrastructures for automating and optimizing operational tasks Requirements: · 1-4 years of systematic equity trading experience · Bachelor, Master or Ph.D. degree in a quantitative field · Proficient in Python, SQL, UNIX/Linux and shell scripting · Exceptional communication skills · Great attention to detail

Our client is a leading Chinese quant hedge fund. They are seeking a highly skilled and motivated Equity Quantitative Trader to join their team in New York. The ideal candidate will have experience in systematic or algorithmic trading, a strong technical background, and the ability to communicate effectively in both Chinese and English. This role requires expertise in researching, developing, and optimizing trading algorithms while collaborating with cross-functional teams to enhance execution efficiency. The client is looking for someone with US equities market experience, other asset classes will not be considered. Responsibilities: Research, develop, and implement systematic trading algorithms across equities or futures markets. Maintain, monitor, and enhance existing trading environments to ensure smooth execution. Track, analyze, and optimize quantitative trading strategies, managing execution risk based on market microstructure. Develop and maintain tools for risk monitoring, profit & loss analysis, and position reporting. Collaborate with portfolio managers, researchers, developers, traders, and risk managers to refine and implement trading solutions. Stay updated on macro and micro market environments, providing market insights and adjusting trading strategies as needed. Qualifications: 3+ years of professional experience in electronic, systematic, or algorithmic trading within equities or futures markets. Bachelor's degree or higher in Computer Science, Mathematics, Statistics, Financial Engineering, or related fields from a top-tier university. Proficiency in at least one programming language such as Python or C++. Strong analytical and problem-solving skills, with the ability to operate in a fast-paced, high-pressure environment. Excellent communication and collaboration skills, with a team-oriented mindset. Fluent in both Chinese and English to facilitate effective global communication. Additional Preferred Experience: Experience in trade execution, quantitative research, risk management, operations, or IT. Deep knowledge and passion for financial markets, with a strong understanding of equities, futures, and other financial instruments. This is an excellent opportunity for a talented Quant Trader to join a dynamic and innovative team in a highly competitive trading environment. If you are eager to leverage your quantitative expertise and thrive in a global trading firm, we encourage you to apply!

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

Our client, a private equity fund in Stamford CT, is looking to add a Senior Associate to their Investor Relations team. This person will be responsible for RFP, DDQ, and general investor relations work across the firm.

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 dollars 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 that are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players that accel 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 Specifics 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 compromised of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Role/Responsibilities Develop a deep understanding of the Brooklyn market via research projects and collection of market data Input and organize data, coupled with relevant CRE software and systems training Generate new opportunities by prospecting, cold calling, and identifying new business Canvas specific neighborhoods in Brooklyn to photograph and get on the ground visibility of the asset types under your Specialization Become active in the commercial real estate community, attending networking and industry events Additional responsibilities as assigned by leadership team Qualifications Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process) Must be passionate about sales, marketing, and the Brooklyn real estate market Must be coachable and receptive to feedback Must be a team player with integrity Must be comfortable with hands-on sales and marketing activities including extensive cold calling Must have strong written and communication skills and a basic understanding of finance Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook Must possess excellent communication skills; written and spoken A bachelor's degree in real estate, marketing, business, or finance is helpful but not required

· 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: Investment Banking Summer Internship Programs in the Financial Institutions Group (FIG): Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in the Financial Institutions Group. They feature invaluable tools and training 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. Summer Interns will be able to work on projects across different FIG verticals and products, such as Mergers & Acquisitions Advisory, IPO Offerings, Debt Capital Markets, and more. Throughout the program, they will be staffed on pitches, live deals, and other long-term projects supporting our client-calling efforts. Whenever possible, summer interns are invited to travel to client meetings. In addition, exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Preparing a company overview, annotated stock price chart, and Wall Street analyst summary Learning how to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking at the cash, debt, and shares outstanding Conducting client due diligence Becoming familiar with the different valuation methods, including DCF and LBO analysis Preparing offering memoranda along with other written materials, including reports to senior management Midway through the summer, each intern is given constructive feedback on his or her performance and receives the support needed to ensure a solid understanding of the business and skills. Depending on each person's performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Summer intern candidates must be rising senior undergraduates, preferably with a major or concentration in finance Previous internships in a professional services or financial services industry Strong analytical and quantitative skills Strong critical thinking and problem-solving skills The ability to work in a team environment but also thrive in an entrepreneurial culture Outstanding interpersonal and presentation skills Self-starters who display initiative, drive, motivation, and leadership Salary: $85,000 Annualized

Madison Hunt is partnered with a first-time, diversified infrastructure private equity fund that has already achieved impressive fundraising success and made strategic investments. Led by industry veterans from top-tier mega-funds, the firm is on track to close its inaugural $1B+ fund by year-end. Their sector focus spans a wide range of areas, from energy transition to digital and critical infrastructure. The firm is now looking to expand its team with associates who are technical, entrepreneurial, and a strong cultural fit. This hire can sit in New York or Miami. Qualifications: 2-4 years of relevant experience in Investment Banking and/or Private Equity Experience in the energy transition, digital, or broader Infrastructure sectors is required Ability to work independently and manage multiple responsibilities effectively

Junior Quantitative Trader - HFT Market Making | Crypto A leading digital asset management firm with extensive capital and backing is seeking a Junior Quantitative Trader to join its highly successful systematic market-making crypto trading team in NYC. This role offers the opportunity to work closely with experienced traders, quants, and engineers in a fast-paced, low-latency environment. Key Responsibilities: Research, develop, and implement HFT market-making strategies in a low-latency C++ environment Optimize execution and risk management for crypto trading strategies Collaborate with researchers and engineers to enhance trading performance Qualifications: 1-2 years of experience developing and implementing HFT market-making strategies Strong proficiency in C++ and experience working in low-latency environments Prior crypto trading experience preferred Strong analytical and problem-solving skills Desired Skills and Experience Junior Quantitative Trader - HFT Market Making | Crypto Location: New York, NY A leading digital asset management firm with extensive capital and backing is seeking a Junior Quantitative Trader to join its highly successful systematic market-making crypto trading team in NYC. This role offers the opportunity to work closely with experienced traders, quants, and engineers in a fast-paced, low-latency environment. Key Responsibilities: - Research, develop, and implement HFT market-making strategies in a low-latency C++ environment - Optimize execution and risk management for crypto trading strategies - Collaborate with researchers and engineers to enhance trading performance Qualifications: - 1-2 years of experience developing and implementing HFT market-making strategies - Strong proficiency in C++ and experience working in low-latency environments - Prior crypto trading experience preferred - Strong analytical and problem-solving skills

Quantitative Trader - Digital Assets I'm delighted to partner with an elite boutique proprietary trading firm, looking to bring on Digital Assets Quantitative Traders and Portfolio Managers. The role The firm is interested in both employer/employee and SMA models, so you could work with them exclusively or non-exclusively depending on your preference You will be responsible for designing, deploying and optimizing systematic strategies within the digital assets trading space You will have access to the firm's technology, market data, and capital in order to execute profitable strategies The firm A tight-knit team of quantitatively minded individuals HFT capabilities and very strong complementary infrastructure Offices in NYC About you 2+ year track record in 100% systematic digital assets trading Transferable IP; Sharpe ratio 4+ preferred Great capacity for producing continued results If you're interested in having a conversation about this role, please apply directly or reach out to me at *******************************

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.

*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

Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

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.

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.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.