Investment Banker Jobs in Shirley, NY

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.

*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

Bank Street is seeking a highly skilled and experienced Associate to join our growing team of investment banking professionals, offering an opportunity to gain significant live transaction experience with a leading, industry-focused investment banking team. About us Bank Street is an independent boutique investment bank specializing in mergers & acquisitions and capital markets advisory services specifically focused on the Communications Infrastructure and Services (CIS) sector. In Mergers and Acquisitions, Bank Street assists clients on strategic transactions on both the buy-side and the sell-side as well as transactions in Bankruptcy representing a Debtor in Possession. In the Financial Sponsors arena, Bank Street provides solutions to leading private equity investors (primarily leveraged buyout firms) and their portfolio companies. In Debt Capital Markets, Bank Street helps clients raise capital in the debt markets and advises them on debt-related opportunities and capital structuring. Products include private placements, structured finance and syndicated finance. Job Responsibilities Lead financial statement analysis and modeling exercises related to prospective or ongoing transactions involving M&A and capital raising mandates Lead the work effort for creation of high-quality marketing materials used for transaction processes Due diligence immersion and documentation management in the context of a transaction Extensive industry research in the CIS sector Extensive and effective communication with senior management and industry professionals through transaction processes Required Qualifications, Capabilities, And Skills A well-rounded academic background with strong accounting, finance, quantitative and business writing skills. 2-4 years prior work experience in an investment banking, or related, role. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business. Familiarity with the CIS sector through professional experience or otherwise is preferred. Location Stamford, CT

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 ****

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

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.

We are seeking experienced and motivated FP&A Associates and Senior FP&A Associates to join the FP&A Team of the corporate office to a private investment group, a vital subdivision within the Finance group driving key financial activities. If you're passionate about financial planning, analysis, and reporting, this is an excellent opportunity to support business growth while gaining exposure to critical financial decision-making processes. Key Responsibilities: Support budgeting, forecasting, and performance measurement across internal teams Execute monthly financial reporting, variance analysis (actuals vs. plan/forecast), and evaluate year-to-date and estimated performance Assist in strategic planning, annual operating plans, and quarterly forecasting cycles Building well-organized financial models, including 3-statement financial models, to understand and forecast performance (P&L, Balance Sheet, Cash Flow Statement) Develop and maintain dashboards and management reports to track business performance Provide ad hoc financial analysis and reporting support to cross-functional teams Collaborate with internal stakeholders to drive actionable insights that support strategic growth and process improvements Prepare financial presentations and reports for senior management, ensuring clear communication of complex data Qualifications: Bachelors or Masters in Finance, Accounting, Economics, Business Administration, or related field 2+ years in investment banking, or a complex corporate environment Foundational understanding to GAAP standards and accounting principals Strong analytical skills with experience in financial modeling and variance analysis Proficiency in financial reporting and planning processes Ability to build and maintain dashboards/reports and present findings effectively Must be able to build financial models, including 3-statement models Experience in collaborating with cross-functional teams to deliver financial insights Highly organized with excellent attention to detail and ability to meet deadlines This role offers an exciting opportunity to make a direct impact on the company's financial operations while working alongside a dynamic team. If you are ready to contribute to the strategic growth and success of the organization, we encourage you to apply. Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

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. Requirements Bachelor's degree in Marketing, Finance, Business Administration, or a related field; Master's degree or MBA preferred. 3+ years of experience in investor relations, or communications, preferably within the financial services or hedge fund industry. Strong understanding of systematic investment strategies and the hedge fund landscape. Analytical skills to prepare responses to investor inquiries Excellent communication, presentation, and writing skills. Ability to work independently and as part of a team in a fast-paced environment. Benefits Competitive salary plus bonus tied to your performance Comprehensive benefits including healthcare and insurance

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.

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.

About the Company: Gerald Metals is one of the oldest and the world's largest commodity trading companies focused purely on the merchanting of non-ferrous, ferrous, and precious metals, as well as related concentrates and raw materials. For six decades, we have distinguished ourselves as the leading market specialists in the trading of all forms of refined metals and raw materials around the world. We take pride in our well-earned reputation as a dedicated and trusted partner to top-tier miners and processors, industrial consumers, and major financial institutions. Position Summary: The Technical Investments Associate plays a crucial role in our investment team by performing detailed technical reviews of potential investments and overseeing the operational performance of projects within our existing portfolio. With a focus on geology, mining, and process engineering, this position is key to identifying and evaluating opportunities that align with our strategic goals. Responsibilities: · Conduct technical due diligence for potential investment opportunities, assessing geological, mining, and process engineering aspects to inform decision-making. · Monitor and evaluate the operational performance of mining projects in the existing portfolio, identifying opportunities for optimization and improvement. · Collaborate with cross-functional teams to ensure alignment of technical reviews with financial analyses and overall company strategy. · Prepare and present detailed technical reports and recommendations to senior management and stakeholders. · Stay updated on industry trends, technologies, and best practices to continually enhance technical analysis and due diligence processes. Requirements: · Bachelor's degree in Geology, Mining Engineering, Process Engineering, or a related field. · A Master's degree is a plus. · 3 to 5 years of experience in the mining industry, with a strong background in technical roles either as a consultant or in an operational capacity. · Proven experience in performing technical due diligence, with a strong analytical mindset and attention to detail. · Excellent communication skills, both verbal and written, with the ability to present complex technical information clearly. · Ability to work collaboratively in a team environment and manage multiple projects simultaneously. · A proactive approach to problem-solving and a strong commitment to safety and environmental standards. · Ability to travel 30%-50%. · Ability to work onsite 5 days a week. Employee Programs & Benefits: · Comprehensive medical, dental, vision, and life insurance benefits · Commuter benefits · Flexible Spending Accounts · Health Saving Account · 401(k) plan with company match · Short- and long-term disability · Tuition reimbursement · Paid time off for vacation, personal, and sick time · Opportunities for professional development and career advancement within a global company · Exposure to international projects and the chance to work with a team of experienced professionals · A dynamic and inclusive work enviroment that values innovation and sustainability We are an equal-opportunity employer. Our teams consist of professionals with diverse backgrounds and skill sets, all of which contribute to the efficacy and profitability of our operations. We take pride in our contributions in aiding developing economies, reducing carbon emissions, and in building towards a more progressive and equitable future.

Job Title: Investor Relations Analyst / Investor Relations Associate Our company, with over $38 billion in assets under management, is an employee-owned firm founded in 1994 to provide a full range of private asset investment strategies to sophisticated institutional investors. Our company has expanded to become a firm of more than 130 professionals with offices in Darien (CT), Dallas (TX), Zurich, Hong Kong, and Singapore. The firm invests on behalf of its sponsored-funds and separate account clients in private equity primaries, secondaries, and direct investment across private equity, credit, and real estate sectors. Role Overview: We are seeking an intelligent, creative, and motivated individual to join the Firms Investor Services team in Darien, CT. These roles provide a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of our business. The Analyst or Associate will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms investment teams. The ideal candidate will be a self-starter possessing strong intellectual curiosity and an eagerness to learn about the Firm's businesses. Critical thinking, direct communication, clear and effective writing, and an ability to organize multiple objectives and effectively prioritize tasks are characteristics that can promote success in this role. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge of the Firms business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively. Specific responsibilities may include, but are not limited to, the following: Interfacing with investors, clients and external service providers Writing professional responses to investors/clients seeking answers to questions Supporting senior team members in planning and preparing for investor and prospect meetings Writing, editing and proofreading lengthy, detailed RFPs and RFIs Editing and updating marketing materials for all fund and service offerings Reading and learning to understand legal disclosure documents Researching industry publications and databases to support marketing efforts Creating and updating reports using the company systems Performing detailed analyses on industry topics, competitors and client investment portfolios Job Requirements: Minimum requirements for the positions include, but are not limited to, the following: Analyst will have 0-3 years relevant experience. Associate will have 2-5 years relevant experience. Bachelors degree with a strong undergraduate track record Exceptional written and verbal communication skills Proficiency in Microsoft OfficeWord, Excel, and PowerPoint Strong analytical, strategic, and problem-solving skills Impeccable attention to detail Ability to work under time pressure Ability to interface with multiple systems to acquire needed information Confidence to interact with all levels of management, both internally and externally In addition to the above-mentioned requirements, the following are highly desired: Relevant undergraduate course work, internships, and/or extracurricular activities Experience with DealCloud.com or a similar CRM system Special consideration will go to candidates with advanced skills in Power BI, DealCloud, SQL, VBA, or Burgiss Private i.

About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $83 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT. Founded in 2008, FS's equity co-investment platform is led by two senior investment professionals. The team has completed over 150 co-investments and committed more than ~$2.3 billion since 2008. The business is currently investing out of its fifth equity co-investment fund, which focuses primarily on U.S.-based middle market leveraged buyout transactions (EBITDA of $10 - $100 million or more) across a broad range of industries. The team looks to invest between $10 - $40 million per deal. The Associate will be involved in all aspects of a private equity investment transaction, including diligence, execution and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of a live transaction, including financial analysis and due diligence processes. This role is a 2-3 year program. Exceptionally high performing associates may be offered an opportunity to advance to the senior associate level and beyond. Responsibilities: Analyzing investment opportunities including conducting business, industry and financial due diligence Preparing complex financial models Drafting and presenting investment committee memoranda Monitoring portfolio company performance Preparing limited partner presentations, sponsor marketing and fundraising materials Job Requirements: At least ~2 years of relevant experience: investment banking, private equity/credit, transaction advisory, or equity/credit research Strong analytical and communication skills Collaborative approach conducive to strong teamwork History of outstanding performance and high level of motivation Portfolio Advisors is an Equal Opportunity Employer. Portfolio Advisors does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Portfolio Advisors and no fee will be paid.

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Balance the vault and accurately count and balance all cashier moneybags returned to vault as per New York State Gaming Commission regulations. Oversee all operations and ensure all regulations and policies are being followed. Core Responsibilities: Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers. Ensure all New York State Gaming Commission regulations and procedures are being followed. Verify vault daily. Accurately count Vault funds. Prepare cashier money bags for upcoming shifts. Balance all proceeds on table at end of shift. Deliver cash draws of money to cage Supervisors as needed. Prepare bank for morning supervisors. Maintain an accurate cash balance. Train current and new associates with proper procedures and regulations. Maintain a safe work and customer environment. Treats each person, customer, or associate as an individual and in a professional manner. Leads by example in the skills of Guest service and positive interaction with associates, guests, and supervisors by mutual respect for all people's needs. Other duties as assigned. Qualifications/Requirements: High school diploma or GED required. Must be able to obtain a New York State Gaming Commission license Two years' experience in cash handling required (Bank and or Vault) One- or two-year supervisory experience required. Preferred Skills Intermediate computer skills, including e-mail, word, excel spreadsheets, routine data input and recordkeeping. Basic Math skills, addition, and subtraction. Able to handle large money transactions. Able to lift 30 pounds frequently. Weekends, Holidays, and swing shifts may be required

JobID: 210602956 JobSchedule: Full time JobShift: Base Pay/Salary: Huntington,NY $26.49-$37.50; Garden City,NY $26.49-$37.50; Long Island City,NY $26.49-$37.50 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.

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. What you will do * Business Development * Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships * Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings * Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities * Relationship Management * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * Risk Management, Credit Quality, and Compliance * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing education requirements for licenses and certifications. *Must-Have** * Bachelor's Degree or equivalent * *Minimum 7 years of direct sales experience required. * *Minimum 7 years of experience in a financial institution required. * Minimum 5 years of new accounts with a strong focus on business development experience required * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act *Skills and Knowledge* * Demonstrated sales abilities with affluent and high net-worth client segments * Strong understanding of financial markets and all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Strong interpersonal, verbal, and written communication skills * Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities licenses preferred. *Compensation* Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. \#CA-AP \#LI-AP