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Oppenheimer & Co jobs in Boston, MA

- 22 jobs
  • Registered Client Service Associate (Boston, MA)

    Oppenheimer & Co. Inc. 4.7company rating

    Oppenheimer & Co. Inc. job in Boston, MA

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and Management Skills/Requirements FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire) 5+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment under time constraints Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $60k-65k yearly 26d ago
  • Regional Operations Manager (New England Region)

    Oppenheimer & Co 4.7company rating

    Oppenheimer & Co job in Boston, MA

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our New England Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in Boston, MA, Providence, RI and Portsmouth, NH. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities * All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules * All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions * Account opening * Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements * Train and lead operational support staff * Acts as liaison between the Branch and all Firm infrastructure areas * Support Financial Professional onboarding * Provides any special support as requested by Branch Manager Qualifications * At least 5+ years of brokerage/financial services experience along with management experience * FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required. * Strong attention to detail and accuracy * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Excellent verbal, written, and interpersonal communication skills * Effective organizational, multi-tasking, and prioritizing skills * Able to work independently, proactively and innovatively while exercising sound judgment * Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members * High ethical standards * Excellent time management conflict resolution skills * Strong working knowledge of Microsoft Office Suite Compensation: For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000.00 - $125,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $80k-125k yearly 60d+ ago
  • Capital Markets Research Analyst

    Cantor Fitzgerald 4.8company rating

    Boston, MA job

    Newmark is seeking a highly motivated, hardworking Research Analyst to support the firm's national Capital Markets business. The role will be ideally based in Boston, but is not required. They will be partnering closely, and reporting directly to the Head of Commercial Capital Markets Research. The Research Analyst will be responsible for the production of quarterly reports, formulating data-driven insights, assisting with day-to-day requests, and other research initiatives. Bachelor's degree; preferably in Real Estate, Economics, Finance or Business Administration. Strong communication and analytical skills, ability to create concise content. Proficiency in SQL, Python, Excel and PowerPoint required. PowerBI skills a plus. Ability to work independently, handle multiple tasks and prioritize workload. Familiarity with Real Capital Analytics, Costar, Green Street, Trepp and NCREIF a plus. General understanding of commercial real estate equity and debt markets a plus. Partner with Head of Commercial Capital Markets Research to provide best-in-class research services to Newmark's national Capital Markets platform. Responsible for maintaining, improving, and growing automated data processing systems leveraging SQL and Pyspark. Assis in quarterly “House View” research report production process. Leverage third-party data to provide high-level market analysis. Fulfill day-to-day research requests from top investment sales and debt producers, as well as valued clients. Prepare slides for client presentations and pitches. Generate materials for industry-leading investment sales and debt teams. Assist in building out proprietary capital markets databases that leverage internal data. May perform other duties as assigned.
    $76k-110k yearly est. Auto-Apply 1d ago
  • Senior Graphic Designer

    Cantor Fitzgerald 4.8company rating

    Boston, MA job

    Under limited supervision, uses knowledge of current graphic design software to conceptualize and develop high quality, creative and professional-looking marketing and public relations materials. At times, the senior designer may direct the work of interns and/or graphic designers. Skills, Education and Experience: Bachelor's degree, preferably in graphic arts, fine arts or multimedia Minimum 3 to 5 years graphic design work experience in a corporate creative department, agency or design studio Specialized training in design software, (i.e. Adobe Photo Shop, Illustrator, etc.) required PC proficiency in MS Word, MS Excel, MS PowerPoint, and additional HTML and Wordpress knowledge required Superior organizational skills Must have the ability to convey concepts and give design direction through layouts and effective written and verbal communication along with strong business and analytical skills Ability to work creatively in a team Ability to independently manage projects by establishing and managing to project schedules May perform other duties as assigned Salary: $80,000 - $85,000 annually The expected base salary for this position ranges from $80,000 to $85,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Essential Job Duties: Designs and produces marketing materials including flyers, offering memoranda, e-mail blasts, invitations, announcements, presentation boards, maps, stacking plans, aerials, websites, etc. (using corporate branding standards templates). Creates and redesigns existing drawings, brochures, floor plans, site maps, as well as creates original camera ready artwork and layouts using scanners, hand drawings and computer software. Proofreads copy for spelling, grammar and layout making appropriate changes, responsible for accuracy and clarity of final copy. Manages various assignments simultaneously, including but not limited to, camera ready art, design and layout of brochures, overhead and bound presentations, special events information, and special projects. Creates and maintains graphic design sample books, to be used as a resource. Responsible for tracking workflow, ensuring that jobs are completed in required time frames to client specifications. Keep log and updates regarding various graphic design jobs and progress. Determines style, technique, and medium best suited to produce desired effects. Troubleshoots employee technical/design problems when needed. Remains current in the Graphic Design industry; identifying new traits, techniques, shortcuts. Possesses and properly uses knowledge of company policies regarding the company's image and use of the company logo. Ability to monitor, manage and execute on a variety of tasks and efforts at different stages of discovery, and execution; handles large request queue; and deliver in fast-paced, deadline driven environment.
    $80k-85k yearly Auto-Apply 57d ago
  • Institutional Equities Junior Sales Broker

    Baird 4.7company rating

    Boston, MA job

    Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors where our clients seek timely, actionable insights. Our dedicated analyst teams provide comprehensive, award winning coverage of over 700+ stocks. About the Role: Our sales team is seeking an Institutional Equities Junior Sales Broker in our Boston office, who is highly driven and excels at building relationships. This person will work closely with a senior team in a structured team environment, with a primary focus on research distribution to institutional money managers. In this position, this person will be exposed to a broad array of research and investment banking products which are marketed to the investment management, mutual fund, pension fund and hedge fund community. Following a successful development path, the person can be expected to have account coverage responsibilities. This position requires working Monday - Friday in our Boston office. This offers the opportunity to collaborate closely with team members and clients. The Impact You'll Make: Work in a structured team environment, with a primary focus on supporting existing and prospective client relationships by driving greater client interactions and marketing of Baird resources (research insights, analyst connections, and corporate introductions). Support senior team in maintaining and enhancing client partnerships Prospect and develop new institutional client relationships Work closely with senior brokers to support research calls to clients and provide back-up client coverage when necessary. Support established institutional brokers, and team along with sales project responsibilities. Collaborate and communicate with groups within the Equities umbrella, ie Sales Trading, Research, Corporate Access, Investment Banking. Host in person client meetings in Boston area with senior analysts and corporate management teams. Participate in daily 7:30am ET morning meeting, supporting the sales team with summary points, idea pitches, etc. What You'll Bring to Baird: Graduate degree in Business or an undergraduate degree in Business plus related work/internship experience, with an emphasis in the functional area of Finance, Accounting or Economics. 0-5 years' experience. Series 7 and 66 are a plus or will be required within the first six months after start date. Passions for markets and investing. Strong relationship building and analytical. Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism. Ability to work independently in a fast-paced team environment with minimal supervision. Compensation and Benefits: Compensation and bonus are commensurate with experience, performance and/or firm profitability Check out our Total Rewards at Baird, which is a summary of our benefits and compensation Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $96k-164k yearly est. 60d+ ago
  • Supervisory Officer

    UBS 4.5company rating

    Boston, MA job

    Your role Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Supervisory Officer to: * drive initiatives related to sales supervision, compliance and business risk, including implementation and education * manage review of various supervision processes and procedures * serve as a point of contact regarding matters that need attention or on issues that cannot be resolved, and escalate issues as required It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Detailed salary information: * Boston: the salary range for this role is $95000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution * series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus * track record of leadership, mentoring and coaching success * great communicator comfortable address difficult conversations * reliable when working independently, with sound judgment relating to issue escalation * quickly adaptable to changing market situations, technology and business needs About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $95k-120k yearly 2d ago
  • Maintenance Technician

    Cantor Fitzgerald 4.8company rating

    Boston, MA job

    Under limited supervision, performs a variety of routine and semiskilled tasks involving general maintenance and/or repair of client facilities, equipment and grounds Roles and Responsibilities: • Maintenance - Drywall repair, electrical, painting, plumbing, HVAC and minor carpentry. • Prior experience with preventative maintenance - HVAC, plumbing, electrical. • HVAC License preferred. • Safely operates power tools and site mobile equipment - forklift and aerial lift, drills, table saws, etc. • Detailed understanding of hand tools - wrenches, screwdrivers, torque wrenches, etc. • Training for job duties provided by company as required High school diploma or GED required • Clean driving record. • Strong interpersonal skills and the ability to function as a team member in a demanding service environment. • Ability to handle multiple projects with a minimum of direction. • Knowledge of computers preferred • Sound judgement and a high level of work ethic • Must have the ability to complete required safety classes and training that pertain to specific job duties • Performs all work in accordance with company safety procedures • Must be able to work any/all shifts as needed. • Must be available for on-call response as needed. • Ability to read and understand blueprints and schematic diagrams. • Minimum of 2 years of experience in associated field. • We encourage diverse candidates to apply Salary: $30/hr. - $35/hr. The hourly rate is between $30.00 and $35.00per hour, and the anticipated annual base compensation range for this position will be $62,400- $72.800 inclusive of required overtime Working Conditions: Work performed both inside and outside. sometimes during inclement weather. Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities and duties. and skills required of personnel so classified Newmark is an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristics protected by applicable federal, state, or local law
    $62.4k-72.8k yearly Auto-Apply 60d+ ago
  • Engineer, Lead

    Cantor Fitzgerald 4.8company rating

    Boston, MA job

    Operates and maintains all building systems. Responsibilities will be carried out in a manner consistent with high quality maintenance and economical operation of the building's equipment and systems. Ability to work independently most times with no on-site supervision. May be assigned to multiple properties and ownership entities. Similar mechanical skill-set as an Assistant Chief but does not oversee additional staff or perform managing duties. Must be available to respond to after hour emergency calls. Essential Job Duties: Maintain and check operating logs daily on the following: air conditioning, fan units, graph charts, utility meters and general complaints. Organize work orders to be performed by Building Engineers. Ensure that building systems and tenant service requests are handled efficiently at the most economical cost. Strive for minimal equipment downtime. Oversee and adhere to the established preventive maintenance program. Assist in the development of the annual budget and RFP process for budgeted projects. Order supplies and materials via written or verbal communications when approved by Building Manager. Maintain monthly inventory of expendable supplies and materials that are used frequently. Oversee storage and maintain records of supplies and materials received. Maintain inventory of permanent tools and equipment annually. Ensure model and serial numbers are recorded exact description of tool and equipment. Maintain and record meter readings. Make weekly inspections of all engineering spaces and equipment. Make a written report to building manager for approval and posting. Maintain organized building files. Verify, prior to starting a job, that all tools and equipment are available before commencing work. Submit monthly reports to Building Manager on work performed and work needed to be done. Respond to tenant complaints and ensure all reasonable measures are taken to satisfy the tenant's needs in a timely and efficient manner. Understand operating procedures and proper chemical treatment levels for cooling towers and boilers. Responsible for chemical treatment of machines at all times including blow down of boilers covering weekdays and weekends. Maintain and check service contractors work schedule. Ensure time, date, repairs are made and properly recorded. Have a complete understanding of life safety systems, and what the procedures are in the event of a fire. May coordinate evening fire alarm tests and also test to ensure elevator capture system works properly. Accountable for implementation of national policy. May perform other duties as assigned. Skills, Education and Experience: High School Diploma. Minimum of 7 years previous building operations engineering experience. Ability to handle multiple projects and make decisions. Proficient computer and e-mail skills. Holds necessary/required licenses. Must have the ability to complete required safety classes that pertain to specific job duties. Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
    $110k-150k yearly est. Auto-Apply 1d ago
  • Chief Engineer

    Cantor Fitzgerald 4.8company rating

    Boston, MA job

    Provides administrative and technical direction for the operation and maintenance of the building. Manages the building engineering staff in conjunction with the Property Manager. Responsible for implementing and tracking company policies and procedures to maintain the asset at the highest level. May be responsible for more than one site. Essential Job Duties: Audit Operations - Ensure operating personnel are capable of handling tasks (qualified people are in place), people are productive and in compliance with OSHA and EPA. Ensure that training is being provided to less qualified staff members. Ensure that proper bid procedures are being followed. Ensure that best prices for commodities are being obtained. Ensure that service contractors are performing work properly. Project Management - Ensure project is well defined and understood, develop effective project plan which results in project results that meet cost, schedule, quality, functionality objectives (short and long term) and compliance with business controls. Capital Planning - Prepare annual capital plan for building systems, structure, parking, grounds, etc. at site(s) responsible. Plan to include item descriptions, estimated costs, and priority of items, project dependencies, proposed schedules, priority and risk/ramifications if work is not performed. Provide capital planning support to peers in District as requested. Utility Management - Keep current on state of energy technology related to building systems. Provide recommendations to management and include short payback projects in capital plan. Keep current on regulations (and deregulation) related to utilities. Ensure site(s) responsible is getting lowest unit cost utility. Develop programs for demand control. Suppliers - Develop product specifications and supplier sources for materials required to perform job. Material/equipment selections should be based on lowest life cycle cost and in accordance with existing building grade. Tools/Equipment Inventory - Perform annual inventory of tools and equipment and provide for same to Building Manager noting and changes and explanation as well as identifying new/additional required with supporting justification. Monthly Reports - Provide a monthly narrative of activities highlighting non-routine events such as major projects, training received, savings achieved, significant customer service items and issues/concerns. Reports to be submitted on time without reminders. Customer Service - Respond to tenant complaints in a timely fashion. Staffing - Participate in staffing process and provide recommendations regarding staffing of open operations positions. Expectation is that the Building Manager will review recommended candidate(s) after performed initial screening. After Hours Coverage - Ensure an afterhours program to provide adequate technical coverage. Participation between staff should be equitable. Staff Training - Ensure development plan exists for each operations person. Develop cross training program between staff. Peer Inspections - Coordinate peer inspection data for site(s) responsible for to ensure readiness for the yearly property inspection. Will be expected to participate in other peer inspections at other sites. May Perform other job duties as assigned Other Job Functions: Boilers/Supporting Equipment - Operate to approved spec. Chillers / Supporting Equipment - Operate to approved spec. HVAC Fans - Operate to approved spec. UPS System - Monitor to approved spec. Electrical High Voltage Systems and Emergency Power - Monitor to approved spec. Electrical Secondary (non-critical) - Monitor to approved spec. Training - Train all inexperienced mechanical technicians to run all mechanical and electrical systems in support of building operations. Shift Scheduling - Provide scheduled coverage on all shifts that give coverage yet strive to reduce overtime. Supervise/coordinate tenant fit-up work and building construction projects. Maintenance: Responsible for all necessary maintenance and operational programs. Boilers/Chillers/HVAC Systems - 99% reliability. Provide direction on repairs as needed. Electrical Secondary (non-critical) - 98% reliability. Provide quality repairs, call certified electrician as needed. Plumbing systems. Provide direction on repairs as needed. General Building Maintenance. Ensure that all conditions conform to OSHA and all other safety and health guidelines. Ensure complete compliance with all applicable municipal, state and federal codes and regulations. Preventative Maintenance (PM): Critical Equipment - All PM done on schedule, no breakdown due to improper PM. 100% availability of equipment. Develop new PM's or change as necessary. No equipment left undone. Non-critical Equipment - All PM done to approved schedule. 95% availability. Develop new PM's in system and complete on time. Operations: Promptly report all incidents, accidents, and/or injuries and provide thorough evaluation regarding cause and effect. Implement corrective actions as necessary to prevent further occurrences. Implement all OSHA requirements. Recommendations and policy implementation for engineering personnel. Maintenance of current position descriptions for all engineers at site. Recommendations and implementation of training programs and activities for subordinates and trainees and access the progress of the individuals involved. Complete performance appraisals for all direct reports. Responsible for monitoring performance of Engineers under his/her supervision. Communications: Log Book Entries - Review operational information documented in shift log book prior to end of shift. Work Orders and PM Work - Review any difficulties in getting work completed as assigned and make adjustments. Document problems encountered as needed. Business Controls: Develop business controls for operations and maintenance areas. Prepare annual operating budget for Property/Portfolio Manager. Approval of engineer personnel time sheets - approve overtime. Expense Management: With regard to suppliers, responsible for: Coordination of bidding and pricing Recommendation of vendors Issuance of purchase orders or receipt of contract Confirmation of receipt of goods or services Maintenance of quality and cost controls With regard to outside mechanical contractors: Evaluation of performance Evaluation of contract cost(s) Provisions for competitive bidding Recommendations for selection - may even select on own Responsible for the collection, analysis and reporting of such statistical data as may be required to provide accurate and current assessments of property management objectives. Tenant Relations: Responsible for a positive and prompt response to requests from building tenants and for the implementation or ongoing programs to constantly assess tenant needs and to assure problems are being solved promptly and to the mutual benefit of the tenant and the properties. Employee Relations: Teamwork - Perpetuate teamwork in your area. New Business: Participate in acquiring new business, operations/maintenance reviews and advise. Skills, Education and Experience: Bachelor's degree in Mechanical Engineering or equivalent combination of education and experience 8-10 years' experience as Engineer in 250 KSF or greater Class A building. Excellent communication skills, positive approach to job, and ability to handle multiple tasks concurrently. Proficient computer and e-mail skills. Ability to handle multiple projects and make decisions. Area specific licenses required; CFC universal preferred. Working Conditions: Normal working conditions with the absence of disagreeable elements Salary: $130000 - $145000 annually The expected base salary for this position ranges from $130000 to $145000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law
    $130k-145k yearly Auto-Apply 12d ago
  • Administrative Officer

    UBS 4.5company rating

    Boston, MA job

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for a Administrative Officer to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Massachusetts: the salary range for this role is $95000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2-5 years of relevant management experience in branch operations, within a leading financial institution * series 7, 66 and 9/10 * known for your ability to work well in partnership * motivated, self-directed and driven * skilled at creating a positive business culture (you have the human touch) About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
    $95k-120k yearly 2d ago
  • Senior Regional Sales Director (Northeast)

    William Blair 4.9company rating

    Boston, MA job

    Lead sales and client service initiative for William Blair's Investment Management strategies across the Intermediary Distribution channel throughout the Northeast (with a focus on Boston/CT). Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.. Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects. Responsibilities include but may not be limited to: Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives. Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits. Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment. Develop and maintain deep expertise of all investments and serve as a technical resource to others. Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients. Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities. Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair. Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement. Additional responsibilities as requested. Qualifications: Bachelors Degree in Business Administration or Finance required 8+ years of investment product sales required SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start MBA, CFA, CFP, CAIA, CIMA preferred Strong sales and presentation skills Deep understanding of investment products and how to position them for maximum effectiveness with different audiences High degree of energy, motivation and ability to set own priorities Sustained superior sales production record Ability to build and maintain working relationships with others to achieve objectives Ability to provide coaching and guidance to less experienced team members Excellent verbal and written communication skills #LI-HK1
    $124k-210k yearly est. Auto-Apply 55d ago
  • Investment Banking Associate - Healthcare

    Piper Sandler Companies 4.8company rating

    Boston, MA job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are seeking an experienced Investment Banking Associate for our Healthcare teams in our New York, NY, Minneapolis, MN, Boston, MA, Charlotte, NC or San Francisco, CA offices. Our experienced associate position offers a unique opportunity for ambitious professionals seeking to play an impactful role on the strategically expanding Healthcare investment banking team, gaining extensive sector expertise and in-depth experience in M&A and capital raising transaction execution. The experienced associate will be intimately involved as a core member of the team in providing strategic and financial advice to many of the most relevant public and private health Equity Research Associate/Intern care companies, having an opportunity to work closely with highly seasoned senior bankers and to develop impactful relationships with clients over time. The experienced associate will, among other responsibilities, prepare strategic and M&A analyses, company valuations, marketing materials for company sale and financing assignments, and participate in due diligence and drafting sessions for public offerings. The experienced associate will be responsible for executing high-profile transactions, integral to the coverage of the team's most important clients, expected to act as a key contact for some clients, and begin to assume increasing responsibilities for new business development over time. Our experienced associate will be expected to demonstrate professional and cultural leadership, together with senior members on the team, in maintaining a highly collaborative team environment that thrives on a commitment to excellence, integrity and mentorship. Learn more about the Healthcare investment banking team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Minimum 3+ years of investment banking experience * BA/BS/MS or an advanced degree in life sciences is a plus * Experience with equity capital markets and M&A transactions * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of healthcare, chemicals, consumer, diversified industrials & services, energy & power, financial services and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1
    $135k-225k yearly Auto-Apply 14d ago
  • Receptionist

    UBS 4.5company rating

    Boston, MA job

    Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a receptionist to: * greet and assist clients and visitors to the branch, providing exceptional service * create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function * coordinate branch office business meetings and maintain the branch calendar * support the branch management team administratively * maintain risk awareness and regulatory knowledge Detailed salary information: * Massachusetts: the salary range for this role is $70000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2-3 years of relevant branch operations experience * high school diploma or equivalent (college degree a plus) * proven written and verbal communication skill * independent, motivated, proactive and focused to take action * passionate about the client experience, with strong interpersonal skills * self-starter who is comfortable managing complex and evolving situations About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $70k-75k yearly 2d ago
  • IB Analyst- Consumer

    Stifel 4.8company rating

    Boston, MA job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Investment Banking Analyst - Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements. What We're Looking For Conduct in-depth research on consumer industry trends, market dynamics, and competitive landscapes. Build detailed financial models to evaluate company performance, valuation, and transaction scenarios. Assist in drafting offering memorandums, pitch books, and other client-facing materials. Support transaction execution, including due diligence, data room management, and coordination with clients and counterparties. Collaborate with senior bankers and associates on live deals and business development efforts. Participate in client meetings and internal strategy sessions. Travel occasionally for client engagements or firm-related activities (up to 10%). What You'll Bring Strong analytical and quantitative skills with a solid understanding of finance and accounting. Demonstrated interest in the consumer sector and ability to interpret industry-specific trends. Excellent written and verbal communication skills. Highly organized with the ability to manage multiple projects and deadlines. Professional demeanor, intellectual curiosity, and a collaborative mindset. Education & Experience Minimum Required: Bachelor's degree in Finance, Economics, Business, or a related field. Minimum Required: Internship or 0-2 years of experience in investment banking, private equity, or corporate finance. Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $125,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $110k-125k yearly Auto-Apply 49d ago
  • Investment Banking Vice President - Healthcare IT

    Piper Sandler Companies 4.8company rating

    Boston, MA job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Vice President on our Healthcare IT team in Minneapolis, MN, Boston, MA or New York, NY. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience * Meaningful M&A transaction experience required * Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback * Business writing skills, including the ability to write compelling selling memorandums and presentations * Strong knowledge of accounting and financial modeling * Client management skills * Ability to build relationships and establish trust with internal and external stakeholders * Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1
    $250k yearly Auto-Apply 14d ago
  • 2027 Investment Banking Summer Analyst

    William Blair 4.9company rating

    Boston, MA job

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 15d ago
  • Client Service Associate (Boston, MA)

    Oppenheimer & Co. Inc. 4.7company rating

    Oppenheimer & Co. Inc. job in Boston, MA

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and Management Skills/Requirements Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66) Bachelor's preferred 1-2 years financial services/fixed Income experience would be highly beneficial Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment under time constraints Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $50k-55k yearly 26d ago
  • Investment Banking Associate - Healthcare IT

    Piper Sandler Companies 4.8company rating

    Boston, MA job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate on our Healthcare IT team in Minneapolis, MN or Boston, MA. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Minimum 3+ years of investment banking experience * Experience with M&A transactions * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1
    $135k-225k yearly Auto-Apply 5d ago
  • Client Service Associate

    Stifel 4.8company rating

    Plymouth, MA job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Provide quotes and other account-related information to assist clients. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Provide reports and other information to FA(s), as requested. Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor. Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years investment industry experience Licenses & Credentials Series 7 and 63 or 66 preferred Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-MS1 Compensation Range Salary: USD $44,000.00/Yr. - USD $65,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $44k-65.8k yearly Auto-Apply 20d ago
  • Experienced Investment Banking Analyst - Healthcare IT

    Piper Sandler Companies 4.8company rating

    Boston, MA job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an experienced Investment Banking Analyst to join our Healthcare IT team in Minneapolis, MN. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Minimum 2+ years of investment banking experience * Experience with M&A transactions * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting, financial modeling and financial valuations * Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $110,000 - $135,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1
    $110k-135k yearly Auto-Apply 14d ago

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