Investment Banker Jobs in Westfield, NJ

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

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

An international Infrastructure & Renewables Private Capital Fund is looking to expand at the Associate, VP and Principal level in New York due to its strong level of deal flow across the region. This fund has an established team and portfolio dedicated to the Power, Infrastructure, Renewables and Transition space while investing on behalf of its extensive institutional base of clients.. The firm is managing an AUM of nearly $3bn and is well positioned globally so you will be within a team that exposes you to projects across the world while being at the forefront of driving innovation within the industry by emphasizing early-stage development across the industry. Candidate responsibilities: Reviewing potential investment opportunities and the execution of live projects Constructing appropriate deal structures to minimize risk Researching and drafting investment memoranda, pitches and presenting recommendations to appropriate external or internal parties Monitoring of the fund's portfolio to maintain a certain level of strategic growth Supporting the management and development of the junior team Candidates must have: Bachelor's degree, and/or an MBA from a top ranked institution Minimum of 4+ years of relevant work experience in Investment Banking and/or Investment Management Expertise in the Power, Energy, Infrastructure, Renewables and Transition sector is essential Financial modeling and valuation expertise is crucial Track record in supporting or leading origination activities High level of proficiency across the Microsoft Office suite Strong verbal and written communication skills Capability to manage multiple live projects and work towards strict deadlines Team player mentality and the ability to operate independently

Responsibilities Evaluate opportunities through extensive research and primary diligence. Perform detailed market analyses and draft investment memorandums. Source investment opportunities through outreach, attending conferences, meetings, etc. Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants. Assist with other matters relating to the fund including investor relations, marketing, and operations. Required Experience Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing. Bachelor's degree with top grades Data-driven, detail-oriented, and intellectually curious Strong project management, organizational skills, and process management Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment More Details Full-time Small-team, entrepreneurial environment Office is based in Summit, New Jersey area Hybrid work with 1-2 days in office

Musaffa is a pioneering and rapidly expanding New York based Islamic fintech company, established more than four years ago. Our platform has quickly become one of the most visited platforms globally in Shariah-compliant capital markets. With a dedicated team of over 60 professionals, our platform serves over 508,000 users across 200+ countries, enabling them to screen and research Shariah-compliant investments. Our user base is growing daily and has the potential to attract millions of users globally in the very near future. Our mission is to democratize access to investment opportunities, allowing individuals worldwide to invest according to their values. As we continue our rapid growth and aim to become one of the first unicorns in the Shariah-compliant investment sector, we are seeking an Investor Relations Associate. This entry-level role offers an exciting opportunity to learn and contribute to our investor relations team. What You'll Do As an Investor Relations Associate at Musaffa, you will be an integral part of our investor relations team, supporting various initiatives to engage with investors and facilitate fundraising campaigns. You will assist in strategizing, planning, and executing crowdfunding campaigns, as well as maintaining relationships with investors to support Musaffa's growth and expansion efforts. At Musaffa, we don't just hire employees-we seek visionary partners and bold innovators who share our ambition to transform Musaffa into one of the most visited and impactful platforms in the global fintech industry. Together, we're not just building a company; we're shaping the future of halal investing. This role requires flexibility in work hours, as we engage with a global audience spanning different time zones. Key Responsibilities Campaign Support: Assist in developing and executing crowdfunding strategies tailored to diverse investor demographics. Support the planning and design of fundraising campaigns, ensuring alignment with Musaffa's strategic objectives. Investor Engagement: Help identify and engage potential investors, including equity crowdfunding backers, accredited investors, and venture capitalists. Assist in conducting meetings and pitches to secure investment, under the guidance of senior team members. Investor Communications: Support the preparation and distribution of investor-related materials, such as investment memos and pitch decks. Help manage investor communications and maintain relationships with current and potential investors. Content Assistance: Aid in content creation for investor-related platforms, ensuring consistency and effectiveness in communication Financial Analysis Support: Assist in analyzing financial data and market trends to support investment opportunities. Learn to develop financial models and valuations under the guidance of senior team members. Regulatory Compliance: Ensure compliance with relevant securities laws and regulations in all investor communications and operations. Requirements Educational Qualifications: Bachelor's degree in Finance, Business Administration, Marketing, or related field from a reputable university. Experience: Entry-level position; prior internship or coursework in finance, investment, or related fields is a plus. Skills Strong communication skills, both written and verbal. Detail-oriented with excellent organizational skills. Basic understanding of financial concepts and investment principles. Proficiency in Microsoft Office Suite. Ability to learn quickly and adapt to a fast-paced environment. Compensation and Benefits Competitive Salary: Commensurate with experience and qualifications. ESOP: Opportunity for an equity stake in the company through our Employee Stock Ownership Plan. Additional Benefits: Health benefits, flexible vacation policy, and opportunities for professional development. Join Us If you are enthusiastic about starting your career in investor relations and contributing to the growth of a dynamic fintech company, Musaffa offers an exciting opportunity for you. Please send your application, including a resume and a cover letter, to *******************.

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

We are currently working with an established alternative asset management firm with $12B AUM, pursuing multiple strategies in the US, including direct lending, private equity, real estate private equity, and structured credit. The firm has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in multiple locations, the firm is comprised of over 100 experienced professionals who value entrepreneurship, intellectual rigor, hard work, and continuous improvement. The Position Our client is seeking a professional to join its Specialty Finance Group at the Associate/Senior Associate level. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: Consumer Finance: consumer lending, secured/unsecured installment loans, and auto loans Commercial Finance: small business lending, merchant cash advance, factoring, and asset-based lending Leasing Asset-Backed Securities In this role, you will: Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments. Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting. Conduct fundamental analysis of private credit, private equity, structured credit, real estate, and other investment opportunities across a wide range of industries and situations. Monitor and manage portfolio investments. Work in small deal teams directly with senior management, with an ability to have an out sized impact on the success of each investment and the firm overall. Desired Skills and Experience Demonstrated track record of excellence in academic, professional, and personal endeavors. Relevant prior experience in private equity, investment banking, credit, management consulting, science, engineering, or other highly analytical and demanding roles. Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process. Strong verbal and written skills - investment professionals are expected to interact every day with financial sponsors, company management teams, and senior management.

A systematic trading firm in NYC is looking to add a quantitative trader with futures trading experience to their team. The firm has been trading mid-frequency trading strategies successfully and have the infrastructure setup to implement new strategies. The firm was founded by individuals who spent time at top firms across the industry and they offer a collaborative environment plus the opportunity to make an impact immediately. Responsibilities: Research and implement systematic futures strategies Actively monitor and manage trading algorithms to ensure profitability Create new futures trading strategies to increase desk profitability and capture market share Work collaboratively with developers and researchers on areas that can be improved Analyze market trends and operational data to identify trading opportunities Qualifications: Options trading experience plus a proven track record at a trading firm Proven success in a mid-frequency trading environment BSc, MSc, or PhD in Computer Science, Statistics, Mathematics, or Physics A generous total compensation package is on offer plus high % pnl split. This is an urgent requirement and the firm are looking for the successful candidate to start asap.

This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn's transformation for nearly two decades, responsible for over $3 Billion dollars of transactional volume in the process. The firm - 20 people strong and growing - has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates that are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players that accel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential This is an independent contractor, 100% commission only based position, offering significant un-capped earning potential. Six figure estimated earning potential within several years of consistent business development Specifics On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation. We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability. We operate within the Specialization approach, with our agents focusing on specific territories and asset types - promoting collaboration and information sharing, while eliminating internal deal competition. Our leadership team is mostly compromised of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Role/Responsibilities Develop a deep understanding of the Brooklyn market via research projects and collection of market data Input and organize data, coupled with relevant CRE software and systems training Generate new opportunities by prospecting, cold calling, and identifying new business Canvas specific neighborhoods in Brooklyn to photograph and get on the ground visibility of the asset types under your Specialization Become active in the commercial real estate community, attending networking and industry events Additional responsibilities as assigned by leadership team Qualifications Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process) Must be passionate about sales, marketing, and the Brooklyn real estate market Must be coachable and receptive to feedback Must be a team player with integrity Must be comfortable with hands-on sales and marketing activities including extensive cold calling Must have strong written and communication skills and a basic understanding of finance Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook Must possess excellent communication skills; written and spoken A bachelor's degree in real estate, marketing, business, or finance is helpful but not required

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

Summary of Responsibilities: A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Intern will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests Coordinate transaction closings, including management of all documentation and follow-up Prepare for client meetings, including presentation materials, background information and call plans Research and evaluate potential new client relationships Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America Participate in Credit Committees jointly with Relationship Managers Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc Coordinate internal procedures with the Credit, Operational and Legal departments Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts Ensure integrity of domestic/global profitability information gathering for internal team reporting Maintain the Customer Relationship Management system for pipeline and profitability reporting Level of Complexity and Risk Involved: The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables Additional expectations within the scope of the Intern role: Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail) Successful interaction with the various product groups and colleagues Effective communication skills Develop solid knowledge of corporate banking products and services Strong work ethic and high degree of proactiveness Skills, knowledge, and abilities/Competencies: Technical Skills : Bachelor's degree Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s). Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary is $90,000.00. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Investment Banking Summer Internship Programs in the Financial Institutions Group (FIG): Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in the Financial Institutions Group. They feature invaluable tools and training conducted by pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Summer Interns will be able to work on projects across different FIG verticals and products, such as Mergers & Acquisitions Advisory, IPO Offerings, Debt Capital Markets, and more. Throughout the program, they will be staffed on pitches, live deals, and other long-term projects supporting our client-calling efforts. Whenever possible, summer interns are invited to travel to client meetings. In addition, exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Preparing a company overview, annotated stock price chart, and Wall Street analyst summary Learning how to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking at the cash, debt, and shares outstanding Conducting client due diligence Becoming familiar with the different valuation methods, including DCF and LBO analysis Preparing offering memoranda along with other written materials, including reports to senior management Midway through the summer, each intern is given constructive feedback on his or her performance and receives the support needed to ensure a solid understanding of the business and skills. Depending on each person's performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Summer intern candidates must be rising senior undergraduates, preferably with a major or concentration in finance Previous internships in a professional services or financial services industry Strong analytical and quantitative skills Strong critical thinking and problem-solving skills The ability to work in a team environment but also thrive in an entrepreneurial culture Outstanding interpersonal and presentation skills Self-starters who display initiative, drive, motivation, and leadership Salary: $85,000 Annualized

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

Employment Type: Full-time Application Requirement: Screening Test (See details below) About Lumida Lumida is a New York-based, venture-backed, AI-driven wealth management startup at the intersection of finance and cutting-edge technology. We are revolutionising wealth management using AI, automation, and high-performance engineering to serve high-net-worth clients. If you're passionate about pushing boundaries, join us in shaping the future of wealth management. Role Description Lumida Wealth is seeking a highly driven and adaptive Trader to join our team in New Jersey. The ideal candidate will demonstrate a strong passion for studying markets, excel in high-pressure environments, and bring a proven track record of generating their own Profit & Loss (P&L). This role requires an “athletic” mindset, mental flexibility, and disciplined processes-along with the ability to pivot and learn quickly in fast-evolving market conditions. Key Responsibilities: Analyze and interpret market trends to inform trading strategies. Execute trades with precision and efficiency in a high-pressure environment. Continuously monitor and assess financial news, social media, and market data. Develop and refine trading processes to optimize performance. Document trading decisions and rationale with clarity and detail. Collaborate with team members to share insights and enhance strategies. Requirements Several years of trading experience with a demonstrated personal P&L. Deep enthusiasm for studying markets and identifying opportunities. Prolific consumer of news with a strong ability to synthesize information. Social media savvy, leveraging platforms for real-time market insights. Proficiency in Microsoft Excel and Google Sheets for analysis and documentation. Athletic mindset: competitive, resilient, and energized by challenges. Quick learner with the ability to adapt to evolving market conditions. Exceptional process discipline and attention to detail. Mental flexibility to pivot strategies and manage risk effectively. Strong analytical skills and comfort with data-driven decision-making. Ability to document trading views and rationales in a clear, structured manner. Excellent communication skills and a collaborative spirit. Preferred Qualities Proficiency with trading platforms, tools, and technology (e.g., Bloomberg, Python, or similar). A curious and proactive approach to uncovering new market edges. Emotional stability to handle volatility and high-stakes decisions. Time management skills to balance analysis, execution, and reflection. A passion for continuous self-improvement and professional growth. Why Join Lumida? Be part of a dynamic and innovative company at the cutting edge of finance. Work with a passionate and talented team dedicated to transforming wealth management. Opportunities for professional growth and development. Competitive salary, equity, and benefits package. At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement-all built on a foundation of exceptional investment expertise. Interested? Attempt our screening test to apply. Link: **************************************

Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade. ·Bachelor's degree in Finance, Economics, or a related field. ·Minimum 6 years in financial services (buy or sell side experience) working with equity products. ·Experience with financing, accounting principles and procedures as well as financial markets and instruments.

Financial Advisor - North Jersey Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales? A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training. We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions. Manage your client's financial plans to help them achieve their goals, and grow relationships to support them through every stage of life. Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. You could be right for this opportunity if you have: Strong work ethic & motivated Sales and business development skills Entrepreneurial ambitions Strong leadership and communication skills History of success in relationship-building or client-facing roles Desire for ongoing learning Knowledge of financial products and services Legal authorization to work in the US without sponsorship The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success. Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner designation support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning About Northwestern Mutual For over 165 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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner

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.

Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in its Healthcare, Technology, FIG, and Industrials coverage groups. Interns will be able to work on projects across different products within their industry coverage group, such as Mergers & Acquisitions, Equity Capital Markets, and Debt Capital Markets. Throughout the program, interns have the opportunity to work on pitches, live deals, and other long-term projects supporting our client-calling efforts, having exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Performing valuation and building complex financial models Analyzing detailed corporate, industry, and financial information Creating client presentations, pitches, and bake-offs Conducting due diligence Preparing marketing memoranda and other written materials Participating in the execution of financing and M&A transactions Our internship program features a training program conducted by Pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Depending on performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Student pursuing a bachelor's degree with an anticipated graduation date between December 2026 and June 2027 Knowledge of finance and a strong interest in investment banking Previous internships in financial services or a related field preferred Strong analytical, critical thinking, problem-solving, and quantitative skills Outstanding academic record Ability to work in a team environment but also thrive in an entrepreneurial culture High ethical and professional standards Outstanding communication, interpersonal, and presentation skills Self-starters who display initiative, drive, motivation, and leadership Hourly $35.00 - $45.00 hourly