Investor Relations Associate
Investment Banker Job 27 miles from Lake Grove
Client Job Description
Firm: 40B+ Hedge Fund
Hybrid: 3 days in the office
Base: 120-165k + bonus (pending background/experience)
Experience: 5-10 years
Sr. Investor Services/ Investor Operations Associate
Role and Responsibilities
Specific responsibilities include:
• Becoming a subject matter expert on the firm's investor base and needs
• Onboarding of new investors
• Daily interaction with the Business Development and Investor Relations team for any client requests/ needs
• Ownership of the capital activity (subscriptions and redemptions) along with necessary transfers that apply
• Coordinate and manage investor documentation
• Review reconciliation of capital activity
• Participate in new fund launches
• Creating and maintaining internal reporting for both internal and external stakeholders
• Assist with any process improvement, and cross-department projects to enhance customer service and efficiency
• Manage the internal CRM portal/ database
• Train new hires
Skills and Requirements
• 5- 10 years of relevant experience at an alternative investment firm (preferred) or fund administrator
• Strong written and verbal communication skills
• Bachelor's Degree with exemplary grades
• Strong work ethic and can-do attitude
• Ability to work in the U.S. with no restrictions (no VISA/ H1B sponsorships)
Senior Investor Relations Associate
Investment Banker Job 27 miles from Lake Grove
a privately held alternative asset manager, PE and Credit fund with over $10 billion in AUM is looking for a senior investor relations professional.
RESPONSIBILITIESINCLUDE:
Manage investor information and maintain meeting/investor briefs and call notes
Formulate responses and complete ongoing LP inquiries.
o Compile timely and accurate client deliverables including DDQs, RFPs and various ad-hoc investor requests.
Produce materials for LPs including quarterly reports, marketing presentations, performance updates
In preparation for fundraising, assist in drafting fundraising materials including PPM, marketing presentation, due diligence questionnaires, etc.
Develop and maintain excellent relationships with the internal BDCM team as well as existing and prospective LPs.
REQUIREMENTS:
4+ years of relevant experience.
Self-motivated individual with meticulous attention to detail, positive attitude, and a pro-active approach to work.
Excellent communication and presentation skills (both written and verbal).
Investment Associate
Investment Banker Job 27 miles from Lake Grove
Our client is an alternative asset manager that provides financing to corporations, individuals, lawyers, law firms and other parties to support litigation worldwide. They are looking for a 2021-2023 graduate working in investment banking, private equity or private credit to join their investment team. The position is 4 days a week in Stamford.
Responsibilities
The position of Quantitative Investment Associate supports the investment team, in all aspects of analysis, research, deal execution and portfolio management, with a primary focus on rigorous financial structuring analysis. Responsibilities include:
Produce relevant quantitative analysis and build and maintain proprietary datasets to assess potential investments and to supplement the qualitative and legal due diligence process across existing and new investments, using both financial and legal research tools
Create and maintain quantitative financial models for individual investments including cash flow models, probability-weighted models, and proceeds waterfall models
Communicate results from modeling and quantitative analysis to the broader team
Qualifications
2-3 years of total work experience in a complex finance role, particularly on the quantitative side (i.e., Investment Banking, Leveraged Finance, Restructuring, Private Equity, Hedge Fund, etc.)
Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics related discipline, industry qualifications such as CFA certification preferred
Strong interest in the litigation finance field as a rising financial asset class
Advanced financial modeling skills and proven proficiency in Microsoft Excel; VBA proficiency is also a plus
Detailed knowledge of financial securities including alternative investments
Entry Level Financial Representative
Investment Banker Job 29 miles from Lake Grove
Looking to get off to a fast start in the Financial Industry post-graduation? Join our team in Garden City, Long Island!
We are looking for individuals who are recent college graduates looking to begin their careers with extensive support and training. You do not need to have a background in finance to get started. Because we provide award-winning training and development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through NM's National Training Program
“Financial Planning Academy”
and partner with industry experts until you're ready to do it on your own.
You are in business for yourself but not by yourself!
Financial Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes.
By joining our team, you will get started in a challenging, yet lucrative and rewarding career.
How do you get paid?
This is a commission based career. However, we understand that it may take some time to get your practice off the ground which is why we provide “startup” compensation in the first year to help you transition into the business, and higher commissions for the first three years. With Northwestern Mutual, you control your earning potential. What you put in, is what you get out. To give you an idea, our Financial Advisors in the first year average between $90-100k and advisors 5+ years in the business earn on average $624k.
What do we provide for you?
Sponsorship of Licensing/Credentialing; Life Accident and Health License, SIE, Series 6 or 7 and Series 63, CFP and more!
Uncapped Income Potential
One-on-one coaching and mentorship
Flexibility of your schedule - you determine your own calendar.
Leadership Opportunities
Training and development to elevate your career and move into a Wealth Management Advisor role
Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Administrative Support
Why join Northwestern Mutual?
FORTUNE 500 Rank: No. 111
“World's Most Admired” Company in our Industry (FORTUNE Magazine, 2024)
Unsurpassed Financial Strength Rating amongst all major credit agencies
TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News)
Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
Recipient of the 2024 APEX Award from
Training
Magazine
Best Places to Work (Glassdoor, 2021)
America's Best Employers for Diversity (Forbes, 2023)
LOCAL candidates only. Must live in NYC area or already plan to be moving here.
Job Type: Full-time
Pay: $80,000.00 - $170,000.00 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Investment Banking Associate
Investment Banker Job 30 miles from Lake Grove
Seeking three
experienced
investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy.
Min. of 3
-years
of customer facing investment banking or buy-side analyst experience
w
i
th significant involvement in sales/origination role
. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities.
Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.
*Two already hired.
Personal Banker
Investment Banker Job 15 miles from Lake Grove
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.
Associate - Corporate Restructuring Financial Advisory
Investment Banker Job 30 miles from Lake Grove
Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED***
(100%)
CPA license REQUIRED
Compensation: $120,000 to $140,000 base salary
(commensurate with experience)
plus competitive bonus potential and benefits
ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT):
CPA (Certified Public Accountant) license REQUIRED
; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits.
Summary: The Firm is currently hiring Associates for the Greenwich, CT office.
In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries.
Responsibilities of Associate, Corporate Restructuring:
Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company
Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models
Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations
Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries
Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations
Qualifications for Associate, Corporate Restructuring:
CPA license REQUIRED
Education: strong academic record from a leading undergraduate / graduate program
Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably
Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal
Proficient with financial/data analytics
Familiarity with the US Bankruptcy code is a plus
Highly detail-oriented with strong organizational skills
Action-oriented
***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
Financial Services Representative
Investment Banker Job 31 miles from Lake Grove
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
Proprietary Equity Trader Position
Investment Banker Job 33 miles from Lake Grove
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
J.P. Morgan Wealth Management - Private Client Investment Associate
Investment Banker Job In Lake Grove, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Investment Associate
Investment Banker Job In Lake Grove, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Investor Relations Associate (USA)
Investment Banker Job 27 miles from Lake Grove
Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets.
As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors.
Responsibilities
* Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence.
* Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up.
* Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders.
* Build and maintain relationships with existing investors while helping identify and engage prospective investors.
* Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients.
* Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces
* Investigate changes in the investor landscape, and articulate how changes should inform our strategy.
* Prepare presentations and reports that articulate our fund's performance, strategy, and market insights.
* Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings.
* Conduct market research and competitor analysis to stay ahead of industry trends.
J.P. Morgan Wealth Management - Private Client Investment Associate
Investment Banker Job In Lake Grove, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
HF Independent Trader
Investment Banker Job 23 miles from Lake Grove
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
ERCOT Trader
Investment Banker Job 27 miles from Lake Grove
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis
: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution
: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management
: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development
: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration
: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization
: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement
: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
ERCOT Trader
Investment Banker Job 27 miles from Lake Grove
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
Quantitative Power Trader (Portfolio Manager)
Investment Banker Job 27 miles from Lake Grove
I am working with an 8 billion AUM hedge fund looking to bring on an experienced Systematic Power Trader & Portfolio Manager. The firm takes a fundamental approach to their research and strategy development with a Systematic & Quantitative execution. They are looking for someone with the following:
Responsibilities:
Manage a semi-systematic or systematic book focused on US Power markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP)
Research, optimize, and implement new strategies
Conduct Quantitative research across energy markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP)
Monitor and manage risk associated with trading activities
Work with quantitative researchers and analysts to best optimize execution of trades and signals
Requirements:
Minimum 5 years track record trading Energy markets including MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP
Exposure to Quantitative, Technical, and Fundamental research across energy markets
Hands on with Python for data
Bachelor's or Master's degree in Finance, Economics, Mathematics, Computer Science, Engineering, or a related field. PhD is a plus.
Compensation: Base salary of $200k to $350k + pnl split for qualified applican
ts
Intern - Commercial Banking - NY
Investment Banker Job 23 miles from Lake Grove
Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank.
* Learn about our treasury management process.
* Assist Retail and Lending with analysis of new market.
* Assist in identifying opportunities for sales in new market.
College Financial Representative
Investment Banker Job 24 miles from Lake Grove
*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
Personal Banker
Investment Banker Job 23 miles from Lake Grove
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.