Investment Banker Jobs in Madison, NJ

About the Company: This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the consumer products industry. The investment bank has approximately 80 professionals and has offices in midtown Manhattan and other senior team members located throughout the country. The firm's three Managing Partners each have approximately 30 years of investment banking and related Wall Street experience having been responsible for the origination, negotiation, structuring and closing of M&A transactions and equity and debt securities placements at the Firm. The firm's Managing Directors' former employers include Goldman Sachs, Morgan Stanley, Bank of America, JP Morgan, Bear Stearns and Deutsche Bank. The firm focuses on providing sell-side and buy-side M&A services and raising equity & debt capital primarily for privately owned and lightly traded publicly listed midsize companies across a variety of industries including consumer products, business services, technology, healthcare and industrial / manufacturing. The firm's clients are primarily U.S. based. The firm, which has been the recipient of numerous "deal of the year" awards over the years, has completed over 300 transactions with cumulative transaction values in excess of $3 billion. The firm has excess deal flow and is looking for seasoned bankers who can immediately help execute these deals as well as originate new ones. The firm's compensation structure is commissioned base and has an extremely high payout to its senior professionals who originate and / or execute client transactions while at the same time, providing significant resources to its team members and fostering a highly collaborative work environment. About the Role: The firm is seeking senior bankers with the following profile: Responsibilities: 10+ years experience as an investment banker (ideally with some of that time frame at other boutique firms); A track record of: (a) sourcing deals (including the ability to originate leads, distinguish compelling deals from also-ran transactions, market the firm to the potential client and manage the engagement letter negotiation process), (b) marketing deals (the candidate will have strong communication skills both oral and written and a willingness to personally contact potential counterparties for deals), and (c) completing transactions (the candidate will have strong execution skills including compiling marketing materials, structuring transactions, and negotiating transactions including bringing deals back on track when they run into the inevitable road blocks); Capable of effectively leading multiple day-to-day client relationships with the CEOs / business owners over long periods of time and multiple client engagements; Effective at marketing transactions to private equity, hedge funds, banks, strategic buyers, etc. (ideal candidate also has strong existing relationships with said parties but not mandatory) Self-motivated, personable (both with clients and colleagues) and enjoys networking; Strong work ethic Qualifications: Education details Required Skills: N/A Preferred Skills: N/A Pay range and compensation package: N/A Equal Opportunity Statement: Include a statement on commitment to diversity and inclusivity.

SMB Capital is excited to offer a Summer internship opportunity for college students who want a professional equities trading career after graduation. This position is available in-house, in either our New York City office (Midtown)or our Miami office (Downtown). Our internship is designed to introduce you to the fast-paced, opportunity-rich world of intraday equities trading and, in turn, for us to witness your strong work ethic, creative problem-solving, and passion for markets, trading, and coding. This internship is, first and foremost, for current US college students. It is an opportunity for students to be immersed in the culture of our NYC trading desk and to work through the same 8-week training module that we require of our graduate new hires. The internship is structured as an 8-week program with a target start date in early June. We are searching for students with a passion for the markets and trading, whether discretionary trading or quantitative trading / coding. This opportunity requires an unusual attention to detail, ability to work well under pressure, and multi-task. The internship is unpaid, though we are happy to work with your university to grant you credit for the internship. Top talent will be offered an opportunity to join our trading desk upon graduation. What is the career path for our graduate traders? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantitative trading, starting with simple alerting scripts in Python and moving onward to fully-fledged models for diverse trading environments. Then, the best traders, after two years, will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders and from access to Dr. Brett Steenbarger, a renowned trading psychologist who partners with our firm. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. Please view our website at ************** to learn more about us.

The Role: The Investment Associate will assist the deal captains to evaluate and execute new investments in media and entertainment and perform transaction related work streams, including financial analysis and cash flow modeling, detailed strategic business reviews, and in-depth industry research. What you will do: Investment Due Diligence and Underwriting: Perform comprehensive due diligence and underwriting analysis on new transactions, including asset acquisitions, growth investments, and structured finance deals. Develop and maintain complex financial models, including cash flow forecasting, sensitivity analyses, and scenario modeling for both traditional private equity and structured finance investments. Assess deal structures involving asset-backed and leveraging finance loan-type structures. Analyze credit quality, waterfall structures, and covenants for structured transactions. Transaction Execution: Assist with the preparation of detailed Investment Committee materials, including memos, presentations, and supporting analytics to justify investment rationale. Present findings and transaction insights to senior leadership, incorporating financial model outputs, valuation metrics, and risk factors. Collaborate with legal counsel to review and negotiate transaction documents, including structured finance agreements, credit agreements, and purchase agreements, to facilitate smooth transaction closings. Portfolio Monitoring and Management: Actively monitor portfolio performance post-close, ensuring adherence to business plans, financial covenants, and investor expectations. Support ongoing valuation efforts, including the analysis of complex capital structures and inputs for periodic financial reporting. Participate in audit, tax, and compliance processes, ensuring structured finance transactions align with regulatory and accounting standards. Evaluate portfolio exposure, liquidity risks, and repayment dynamics for investments involving leveraged assets. Financial and Strategic Analysis: Analyze capital structures and financing options for both new investments and existing portfolio companies, focusing on optimization of returns and risk mitigation. Develop insights into market trends (e.g., interest rate shifts, credit spreads, investor appetite) and assess their impact on potential and existing investments. Work closely with deal teams and senior management to refine investment strategies, including financing structures and exit opportunities. Market and Sector Research: Conduct industry and market research, with an emphasis on sectors relevant to esoteric deals in the streaming media, entertainment and sports sectors. Benchmark transaction terms and financial metrics against comparable market deals to support competitive deal execution. Collaboration and Communication: Collaborate cross-functionally with teams such as legal, accounting, and tax advisors to ensure thorough transaction execution. Actively engage with external partners, including investment banks, credit rating agencies, and financial advisors, to support structured deal sourcing and evaluation. Prepare materials and communicate key insights for internal and external stakeholders regarding investment performance and risk exposures. You: BA/BS/MS or MBA from a top-tier university 2-4 years of Investment Banking, private credit investing at a buy-side firm, or equivalent experience; or recent Business school graduate Current or prior structured finance, asset backed securities, and/or cashflow modelling experience a plus Excellent verbal and written communication skills Proficient in MS Excel and other business software Strong Quantitative and Analytical skills Ability to work and collaborate cross-functionally as a cohesive part of a team effort or as an individual contributor Excellent time management skills with an ability to handle multiple deliverables concurrently About HarbourView Equity Partners Headquartered in Newark, NJ, HarbourView Equity Partners is a multi-strategy, global investment firm focused on esoteric investment opportunities in the entertainment and media space. We focus on equity and equity related investment opportunities that are supported by several factors including long duration revenue streams, resilience to broad economic downturns, and iconic intellectual property that withstands the test of time. HarbourView is a long-term investor in content with an industrial platform built to protect, optimize and enhance the legacy of premium IP. At HarbourView, we believe creators deserve a seat at the table, creatively and economically, to own their narrative and maximize value for all. Our Values Integrity. We require equity, authenticity, and radical transparency from our people which creates a virtuous circle of trust and enables our best ideas to prevail. Intellectual Curiosity. We challenge ourselves to defy conventional wisdom, emboldened by the curiosity of an unvarnished eye, allowing us to see opportunities that others do not yet see. We are bold enough to lead and have a track record of being first. Impact. Our people show up authentically, as they are, from various professional and personal journeys to drive differentiated outcomes for ourselves, our community and our investors. We come together to with a purpose to drive impact with every dollar invested.

Interval Partners, LP - IR Associate Opportunity at a Multi-Billion-Dollar Hedge Fund Investor Relations Associate Reports To: Senior IR & Marketing Associate We seek an organized and detail-oriented Investor Relations Associate to support the firm's investor relations and compliance functions. In this role, you will manage investor reporting, ensure timely communication with investors, assist with day-to-day operational tasks, and oversee compliance functions. This position will have the opportunity to develop a strong foundation in investor reporting and regulatory compliance and gain in-depth knowledge of investor relations and hedge fund operations. The ideal candidate will have exceptional organizational skills, attention to detail, and the ability to prioritize effectively in a fast-paced environment. Key Responsibilities: Investor Reporting & Due Diligence: Manage the IR reporting schedule/lead sheet, ensuring timely delivery of performance estimates and other required reports as outlined by Investment Management Agreements (IMAs) Collaborate with the compliance team to complete investor due diligence questionnaires and participate in initial and ongoing operational due diligence (ODD) meetings Conduct annual investor new issue eligibility checks IMA Compliance & Monitoring: Ensure compliance with each client's IMA by tracking key reporting deadlines, communicating required reports, and managing related documentation for IMA obligations Investor Communication & Inquiries: Serve as a point of contact for investor inquiries related to reporting and compliance and monitor the IR inbox Dynamo (CRM) System Management: Master Dynamo's front-end and back-end for managing data, tracking communications, and streamlining reporting Upload capital balances and transactions, ensuring accurate records Conduct regular data integrity audits to ensure the accuracy and reliability of the system. Collaborate closely with the Senior IR Associate to develop Dynamo's functionality, leading initiatives to streamline reporting processes Capital Activity Coordination: Assist in managing capital activity processes by collaborating with the Senior IR Associate, fund administrator, and investors Contribute to the preparation of reports that track capital flows across the firm and strategies Document Management & Due Diligence Support: Review fund legal documents including IMAs, PPMs, and subscription docs Update organizational charts Maintain and organize up-to-date investor files, ensuring indexing and quick retrieval of documentation Assist in drafting and updating firm due diligence questionnaires and marketing materials IR/Marketing Communication Compliance: Ensure accurate logging, tracking, and storage of all IR and marketing communications in Dynamo Regulatory Reporting & Filings: Stay up to date on financial regulations affecting investor relations, including AML, KYC, and investor protection laws Support the preparation of regulatory filings and compliance reports related to investor relations activities Ensure CIMA/FINRA filings are paid accordingly Anti-Money Laundering (AML) & Compliance: Develop expertise in AML laws and conduct due diligence on investors, verifying identities and assessing risk Coordinate Investment Representation Letters, prepare AMLCO/MLRO Attestation Reports, and distribute AEOI Questionnaires (CRS/FATCA) for Board of Directors meetings Review and update AML and CRS policies, organize AML annual administrative calls and analyze Hedgeserv Red Flag Reports for potential risks Operational and Administrative Support: Provide scheduling support for IR meetings, coordinate travel logistics, and assist with general administrative tasks for the Head of Business Development & IR Prepare materials for investor meetings, assist with internal communications, support report preparation and distribution, and maintain organized files and documentation Manage and update the firm's Soft Dollar Index / List of Brokers Skills/Qualifications: Education: Bachelor's degree in Business, Finance, Marketing, Economics, or a related field (preferred). Experience: 0-3 years in Investor Relations, Marketing, Finance, or similar roles. Skills: Proficient in Microsoft Office (Excel, PowerPoint, Word); familiar with CRM systems. Communication: Strong written and verbal skills; able to engage effectively with investors and colleagues. Organization: Exceptional organizational skills, attention to detail, and ability to manage multiple tasks. Industry Interests: Eager to learn about hedge fund strategies and regulatory issues. Adaptability: Strong team player, with the ability to work independently and in-office full-time. After a period of demonstrated performance, there may be occasional flexibility to work remotely on Fridays during the summer.

The Investment Associate will have the opportunity to work on multifamily, office, and retail real estate equity and debt investments, primarily in New York City (and opportunistically, outside of New York City). The Associate will play a crucial role with respect to deal underwriting, due diligence, asset management / execution of business plans, capital markets transactions, and asset dispositions. The Associate will work closely with Vice Presidents and will benefit from regular engagement with Principals and other senior management team members. The Associate will be expected to perform rigorous, thoughtful, and accurate analyses to support a strong new investment pipeline and a multitude of asset-level operational and development initiatives. About Stellar Management Founded in 1985, Stellar Management is a New York City based real estate investment and management firm. With over 13,000 apartments, approximately 2 million square feet of office space, and 1.8 million square feet of retail space under the firm's corporate umbrella, Stellar is an active market player focused predominantly on New York City. Since its inception, Stellar has built a superior track record of owning and operating properties for a diverse array of residential, office and retail users. Stellar Management employs a direct, hands-on approach to value investing by marrying its best-in-class management operation with in-house construction and development teams. The vertical integration of ownership, development and management is a central tenet of the firm's investment philosophy and enables Stellar to quality control every step of the investment and execution process. The primary responsibilities of the Investment Associate are as follows: Developing transaction specific financial models and investment memorandums to review, screen, and present new real estate equity and debt investments, and to analyze complex JV / partnership waterfall structures and capital structure / budgeting scenarios Assist in all aspects of asset management, including: leasing, developing property budgets and formulating long-term asset strategies, including producing sensitivity analyses and other ad-hoc analyses for ongoing strategic initiatives and exit strategy planning / execution Assisting the investment team with executing transaction-related activities such as dispositions, major lease analyses, recapitalizations, and refinancing Review deal-level operating / financial performance, perform variance analysis and report on operating / capital project status The candidate must have the following: Undergraduate degree in finance, economics, accounting, mathematics, or related degree from a top-tier university, with a cumulative GPA of 3.5 or higher (this is a pre-MBA role, and MBA candidates or graduates will not be considered for this position) 1-3 years of experience in a highly analytical role, such as investment banking (real estate investment banking preferred), private equity, or real estate finance Outstanding Excel financial modeling and analytical skills, with an ability to easily create models from scratch. The candidate must also be proficient in PowerPoint and Word Experience with Argus Enterprise is preferred Excellent oral and written communication skills (specifically in the context of investment committee memorandums and presentations) Self-motivated, with quick responsiveness and a sense of urgency Keen attention to detail in an environment that will require the candidate to juggle multiple deadlines under minimal supervision A commitment to perform high-quality work, and to work long hours if necessary, in a collaborative environment on a growing team

JOHN LAING GROUP John Laing is a leading international investor in core infrastructure projects and businesses. We are a long-term and responsible investor with a strategy focused on developing and delivering core infrastructure in OECD countries. Our business is focused on two investment areas: Mid-market core Infrastructure: investing in low-risk mid-market infrastructure assets and businesses. PPP & Projects: developing and delivering PPP and other concession-based projects, as well as similar core infrastructure projects John Laing invests across the spectrum of development, under construction, and operational assets. We are sector agnostic, and invest across a broad range of sectors, including transportation, energy and utilities, energy transition, telecommunications and social infrastructure. John Laing has an experienced team of investors and asset managers operating across offices covering the UK & Europe, North America, Australia and Colombia. Our local presence and partner relationships enable us to better originate, execute, manage, and create a positive impact for our investments. Over its history, John Laing has invested in, and managed, over 150 assets globally. John Laing currently manages a diversified portfolio of over 30 investments with assets under management of approximately £2 billion. In its PPP & Projects business, John Laing partners with governments, local authorities and other highly rated institutions to develop and deliver core infrastructure projects that are sustainable for the long-term and which serve the needs of local communities. In its Mid-market core Infrastructure business, John Laing invests in developing and growing core infrastructure businesses and platforms which are asset intensive and provide essential or critical infrastructure. Previously listed on the London Stock Exchange and a member of the FTSE250, John Laing was taken private in 2021 by KKR's Diversified Core Infrastructure Fund (DCIF). Under DCIF ownership, John Laing operate sas a standalone business with its own team and capabilities. DCIF is an open-ended fund that was launched in 2020 and has raised US$6.9 billionto date. DCIF's investors include large pension funds, insurance companies and sovereign wealth funds. John Laing works closely with the KKR infrastructure team, benefiting from the access to capital, investment opportunities and transaction execution experience. THE ROLE AND OPPORTUNITY In this role, the Associate will work as part of the Investments team, contributing to the growth of the business by taking a leading transactional role in John Laing's during the bidding, financial close and valuation process. KEY RESPONSIBILITIES In this position at John Laing, the Associate will be able to: Take primary responsibility for financial modelling and investment analysis of investment opportunities Fully understanding the financial risks on the project and control the transfer of those risks, working with the commercial, financial and operational team to deliver viable investments Take contribute to various due diligence workstreams during a project bid or M&A transaction Contribute to the preparation of the necessary Investment Committee papers Contribute to the half year and year end valuation process, including: Detailed financial modelling for a portfolio of projects, review of macro assumptions and presentation of outputs to the Portfolio Review and Valuation Committee. Provide scenario analysis for the valuation and to support decision making. Contribute to updates of the valuation methodology and ensure compliance with internal valuation controls and processes. Collaborate and work closely with Asset Directors to provide financial and commercial input to track project performance, identify risks and opportunities, and assess potential impact on project value. Communicate with external auditors and independent valuers to satisfy reporting requirements. Liaise with Sponsors to understand and agree financial and commercial positions and ensure these are properly reflected in the financial model Contribute to negotiations with counterparties (including financing parties) and with co-investors Keep up to date with current market trends, including any established market practices and/or published guidance IDEAL EXPERIENCE AND COMPETENCIES Proven Financial Modelling skills Strong interpersonal skills - credible in dealing with end-user client, their legal team and other consortia partners Ability to work under pressure and to deadlines A hands-on and pragmatic approach / flexible Strong written communication - report writing skills as well as verbal communication skills Proven critical problem solving skills and the ability to implement the resultant solution Able to work independently and collaborate within and across globally distributed teams Commitment to ongoing learning and development Relevant degree or equivalent A financial, legal or construction related qualification is an advantage BENEFICIAL EXPERIENCE (not required) Outstanding Financial Modelling skills and 2 to 3 years' transactional experience, ideally with a financial institution Relevant experience - PPP and Energy experience highly desirable Experience of contributing to the negotiation of financing agreements and closure of long-term complex transactions CHARACTERISTICS AND LEADERSHIP CAPABILITIES A results-orientation, action bias, and a performance mindset will all be key. Effective communication skills. Focused, pragmatic with strong attention to detail. Pro-active, energetic, inclusive and the ability to build effective relationships with stakeholders. Intellectual curiosity. Values-driven behaviours, with high integrity and transparency. PERKS AND BENEFITS Private medical care Private dental care 401k contributions (Workplace pension) Charity related projects Women's Network Club Flexible working Training Wellbeing allowance Holiday Purchase Healthcare Savings Account (HSA) Flexible Savings/Spending Account (FSA) Group Life Assurance Group Income Protection Vision plan (Eyecare) And many more… This is an outstanding opportunity for a dynamic Associate to join John Laing Group and contribute to the growth and expansion of the business. MORE ABOUT US We are an equal opportunities employer. At John Laing, we value the unique skills, experiences and backgrounds of every employee, and have a wide range of D&I initiatives across the organisation. We make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, sex, disability, sexual orientation, race, religion or belief.

Our client, a private equity fund located in New York City, is looking to add a Senior Associate to their team, which will cover product/fundraising strategy and relationship management for their private equity fund. Responsibilities: Build and maintain new & existing relationships with institutional investors (LPs) Lead all key communications with investors (deal announcements, quarterly reporting), marketing materials (pitchbooks, Annual Meeting presentation) Lead strategic planning for current and upcoming fundraising campaigns Requirements: Bachelor's degree 4-6 years of experience in an investor relations or capital raising seat Experience with private funds, Private Equity related products Strong analytical skills Excellent organizational + communication skills

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

Job Title: Analyst, Healthcare Investment Banking 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: Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 2-3 years of relevant work experience Self-motivated individuals who display initiative, drive, and leadership Excellent grasp of corporate finance, valuation, and financial accounting Strong communication skills, both written and oral Educational Qualifications: Bachelor's Degree required, preferably from a top-tier school Minimum cumulative GPA of 3.5/4.0 Salary: $90,000 - $110,000 The expected base salary for this position ranges from $90,000 to $110,000.The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

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

· 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: Join a growing and successful investment banking team as part of a leading global bank. The US Investment Banking & Finance (IB&F) team of BBVA is a fast paced, high value-added team of professionals covering key areas in banking including Corporate Lending, Loan Syndicate & Sales, Project Finance, Real Estate Finance, Fund Finance, Debt Advisory, Capital Solutions, ESG Advisory, Cleantech Advisory, and Securitization. The teams help clients raise capital, optimize their capital structures, fund growth, and transition to a greener, low carbon future. The IB&F team in the US has become a leader in areas including renewable project finance, green financing, data center finance, and energy transition advice. As an analyst on one of the IB&F teams, you will work directly with senior team members in preparing detailed financial analyses, marketing material, and recommendations to help our clients succeed. You will also be an integral part of executing the solutions we present to clients, from preparing term sheets, creating lender presentations, negotiating legal documentation, and executing the internal loan closing process. Analysts on our advisory teams will need to quickly learn about new financial concepts, cutting edge technologies, macro themes, and regulatory changes, staying in front of trends relevant to our clients. In these roles, analysts will need to develop and manage complex financial models and be able to create highly professional pitchbooks to clearly present our solutions to clients. The analyst will also need to be able to understand financial reports, macroeconomic concepts, and accounting concepts including how cash flow is generated based on balance sheet and income statements. A high level of technical competence is a must for this role. The successful candidate would be placed within one of the IB&F teams below, but will have the opportunity to gain exposure to all of the teams over time. Investment Banking & Finance teams: Corporate Lending - Debt capital and acquisition financing for large US and global companies operating in the US and Latin America. Manages a large portfolio of Revolving Credit Facilities, Term Loans, and Bridge Loans to a blue-chip client base in a number of industry sectors - TMT, Consumer, Healthcare, Industrial, Infrastructure, and Institutional Fund Finance - Capital Call facilities used by asset managers to finance Limited Partner equity calls in order to optimize the fund returns for the sponsor Project Finance - Financing renewables projects in the US & Canada, including solar, wind, offshore wind, in addition to energy transition projects like LNG facilities, cleantech projects including battery storage, renewable natural gas, EV battery plants, and infrastructure/TMT including mass transit, fiber-optic networks, and social infrastructure Real Estate Finance - Non-recourse asset financing of data centers, student housing, logistics, multi-family, and life sciences, as well as providing capital to REITs Loan Syndicate & Sales - Structuring, Arranging, Underwriting, and Distribution of loans to the bank and institutional market in both primary and secondary markets - use of a variety of financial tools to distribute risk including non-payment insurance Debt Advisory - Advising corporate clients in a product agnostic manner on capital structure optimization, debt capacity, ratings advice, acquisition financing, and capital allocation Capital Solutions - Advising banks and insurance companies on regulatory capital optimization, debt issuance, liability management ESG & Low Carbon Advisory - Advising clients on energy transition strategies including technical expertise on emerging technologies and the measurement of progress through industry specific key performance indicators Cleantech & Offshore Advisory - Advising sponsors on the development, ownership structure, and capital structure of renewable and cleantech projects, including tax equity placement and transfer, equity and JV structures, and PF advisory Securitization - Warehouse lending of portfolios of financial assets including trade receivables, auto loans/leases, and equipment loans/leases and the term out through the Asset Backed Securitization (ABS) market Portfolio Monitoring - Managing the loan portfolio for the full life cycle of the facilities, including amendments and waivers. Agency services on loans where BBVA is the lead bank. Portfolio analytics and early warning monitoring. Specialized monitoring of the covenants, borrowing bases, and collateral for the structured finance loans in the portfolio List Major/Essential Job Duties: Preparation of marketing materials for client pitches and idea generation, including pitchbook template updates Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings Portfolio management and information reporting on in process transactions and closed deals, including interaction with finance on fee recognition Loan approval, closing, and booking for transactions booked in NY using internal processes and systems, working with various teams to book transactions Level of Complexity and Risk Involved: Moderately complex responsibilities, with a critical component being the preparation of client pitch books, marketing documents, and involvement in deal execution and loan booking. Scope of Duties: Interaction with other teams within the BBVA Group Maintenance of internal reports and their distribution to the appropriate areas Market updates and data management Understanding and development of financial modeling (3 statement models with a focus on cash flow and debt capacity), financial statement analysis Oral and written presentations for client marketing and internal purposes Client meeting participation when practical Preparation and monitoring of the loan closing process Loan booking on the Bank's loan servicing tool Identification and use of research and tools Participation in due diligence meetings Skills, knowledge, and abilities/Competencies: Degree in Economics, Accounting, Finance or related field Fluent in English. Working Knowledge of Spanish is a plus Excellent communication and presentation skills Attention to detail is critical Strong organizational skills to manage deadlines in a fast-paced environment Ability to work in a team environment and under tight deadlines Financial modeling and knowledge of financial statements Proficient in ALL Microsoft Office Tools - strong Excel and PowerPoint capabilities a must All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $80,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with candidates matching the below specification requirement: Minimum 1-2 years experience in Healthcare Investment Banking; Strong, previous M&A transaction experience; Authorized to work in the U.S. without sponsorship of work visa; Ideal candidate should have an outstanding academic track record from a recognized US college or university; Major in finance, accounting, economics, and mathematics preferred. Tier-1 modelling and Excel skills including strong accounting skills; Strong written and oral presentation skills; Ability to work independently in a fast-paced environment; Strong work ethic, attention to detail, and a passion for excellence.

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

Title / Role M&A Analyst Company M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms. Experience The position requires sound financial modeling skills, sophisticated PowerPoint ability, along with a basic understanding of the M&A advisory process. We are flexible with the extent of work experience ranging from related internship exposure to more experienced analysts, as we have commensurate opportunities for the right candidate. Accelerated advancement for direct experience advising private markets investment firms. Key Responsibilities • The Analyst will support Associates on M&A advisory projects in all respects • Develop PowerPoint pitch presentations • Negotiate NDA's and Engagement letters • Manage information requests • Track target lists and create target profiles • Prepare CIM presentations • Produce client / target valuation models • Preparing process letters • Scheduling and attending management meetings • Running financial operating model calls with clients and counter-parties • Preparing transaction models: accretion/dilution; IRR; NPV; yield; payback metrics • Facilitate and respond to counter-party Q&A • Create bid analysis summaries • Prepare term sheets • Coordinate due diligence • Infrastructure support: The analyst will maintain comparable deal databases; public company statics, company profile updates, industry research and analytical support. Mindset This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the foundational presentations and analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals. Culture We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.

A New York City-based investment bank is seeking an experienced Investment Banking Senior Analyst with at least one year of full-time work specifically with exposure to M&A deals within Software, SaaS, Cybersecurity, Digital Infrastructure and Tech related firms. The bank works on mergers & acquisitions, private placements and IPOs amongst other transaction advisory exposure. They are seeking a candidate with at least 18 months of full-time investment banking experience within a US based firm. Ideal candidate will come from a software focused firm like Drakestar Partners, Vista Equity Partners, Vaquero Capital, Peak Technology, Arcadia Capital or a similar middle-market, tech focused bank. Only candidates with at least one year of full-time investment banking experience within the United States will be considered. Must be willing to relocate to NYC and report to the office full-time.

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

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 importantfinancial guidance to people looking to protect and build their wealth. We providea powerful combination of support including: our extensive trainingprogram, Advisor Pro. personal coaching from proven winners customized marketing supportto help you acquire clients and build your brand access to a broad range of products to meet clientneeds tools to manage your practice and support the sales process "Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future. Duties and responsibilities Prospecting, networking and obtaining clientsthrough 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 solutionsfor clients throughfact gathering and needs analyses. Expanding personal knowledgeand skills throughongoing 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 Degreeor equivalent work experience * *******************************************************************************************

BBVA is one of the largest banks in Spain and has significant international presence, operating in more than 30 counties across Europe, the Americas, and Asia. BBVA offers a wide range of financial products and services, including retail banking, corporate banking, investment banking, asset management, and insurance. The Bank is committed to sustainability and corporate responsibility, actively supporting environmental and social initiatives. Overall, BBVA is recognized as a leading global financial institution with a strong focus on technology, innovation, and customer-centricity. What the Program offers Our Summer Internship Program offers rising seniors the opportunity to gain a detailed experience of the typical tasks and responsibilities of a full-time employee. Interns gain valuable, professional, and educational exposure through hands-on training, as they become part of a business group and collaborate with experienced team members who excel in their respective fields. Responsibilities Independent or team-based projects that contribute to the success of the business Research and business analysis Business development or marketing activities Support of senior team members Assist with presentations, publications, spreadsheets and models The Summer Intern will rotate throughout 5-6 of the following Investment Banking and Finance Teams: Corporate Lending - Debt capital and acquisition financing for large US and global companies operating in the US and Latin America. Manages a large portfolio of Revolving Credit Facilities, Term Loans, and Bridge Loans to a blue-chip client base in a number of industry sectors - TMT, Consumer, Healthcare, Industrial, Infrastructure, and Institutional Fund Finance - Capital Call facilities used by asset managers to finance Limited Partner equity calls in order to optimize the fund returns for the sponsor Project Finance - Financing renewables projects in the US & Canada, including solar, wind, offshore wind, in addition to energy transition projects like LNG facilities, cleantech projects including battery storage, renewable natural gas, EV battery plants, and infrastructure/TMT including mass transit, fiber-optic networks, and social infrastructure Real Estate Finance - Non-recourse asset financing of data centers, student housing, logistics, multi-family, and life sciences, as well as providing capital to REITs Loan Syndicate & Sales - Structuring, Arranging, Underwriting, and Distribution of loans to the bank and institutional market in both primary and secondary markets - use of a variety of financial tools to distribute risk including non-payment insurance Debt Advisory - Advising corporate clients in a product agnostic manner on capital structure optimization, debt capacity, ratings advice, acquisition financing, and capital allocation Capital Solutions - Advising banks and insurance companies on regulatory capital optimization, debt issuance, liability management ESG & Low Carbon Advisory - Advising clients on energy transition strategies including technical expertise on emerging technologies and the measurement of progress through industry specific key performance indicators Cleantech & Offshore Advisory - Advising sponsors on the development, ownership structure, and capital structure of renewable and cleantech projects, including tax equity placement and transfer, equity and JV structures, and PF advisory Securitization - Warehouse lending of portfolios of financial assets including trade receivables, auto loans/leases, and equipment loans/leases and the term out through the Asset Backed Securitization (ABS) market Portfolio Monitoring - Managing the loan portfolio for the full life cycle of the facilities, including amendments and waivers.Agency services on loans where BBVA is the lead bank. Portfolio analytics and early warning monitoring. Specialized monitoring of the covenants, borrowing bases, and collateral for the structured finance loans in the portfolio Education & Prior Work Requirements: Preferred degrees include economics, finance, international affairs, or similar Previous related internship or work experience preferred Skills, knowledge, and abilities/competencies: Fluency in English is required with the ability to communicate effectively verbally and in Writing (Spanish is a plus). Basic knowledge of finance, economics, political and credit analysis, capital markets, financial math and macroeconomic concepts. Microsoft Office, particularly Excel and PowerPoint. Python is a plus. Strong problem-solving and analytical abilities Excellent communication and presentation skills, both verbal and written Strong self-initiative with ability to work well individually and in teams Effectiveness in terms of coordination and follow-up Proactive in information sharing and support of colleagues Ability to adapt and manage change and uncertainty Positive, solution-focused disposition 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 $30/hour. 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