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Finance Planner jobs at Sentinel - 51 jobs

  • Financial Planner

    Sentinel Group 3.8company rating

    Finance planner job at Sentinel

    Job Description The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: Planning/Organizing - Prioritizes and plans work activities, uses time efficiently Professionalism - Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments Quality - Demonstrates accuracy and thoroughness Strong sense of urgency and accountability; results-oriented Team player; puts success of team ahead of self Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms Ability to work as part of a group or independently, patient, passion for both sales and service What you'll be responsible for: Engage and educate Sentinel's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation. Assist participants in preparing for the financial aspects of retirement. Communicate the retirement plan offering via group meetings at the client company. Meet one on one with participants to answer any personal questions about the plan or possible other financial matters. Conduct webinars to communicate the plan, when appropriate. Build personal relationships with participants. Convey retirement planning subject matter in a simplified way. Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. Support new sales and market development initiatives Exhibit understanding of key features and benefits of Sentinel's products and services Proactively keep Supervisor informed of key activities with assigned clients Office environment, up to 50% travel may be required. About you: We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward-someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: Proficient in Microsoft Office applications ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge) Bachelor's degree FINRA Series 6 or 7, 63 and 65 or 66 Life Accident & Health licenses Nice to haves: 3+ years of experience CFP designation or interest in obtaining Familiarity with programs such as eMoney Advisor What you'll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives - and we wouldn't have it any other way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: PTO (vacation, sick, personal time bank) FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service 12 Paid Holidays (10 stated and 2 floating holidays) 2 Community Volunteer Days 5 Summer Half Days Medical, Dental, Vision Life Insurance LTD & STD Retirement Plan with 4% Employer Match Parental Leave Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live. See What We Stand For: **************************************************** Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts - and their commitment to excellence - define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr
    $55k-80k yearly 7d ago
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  • Financial Analyst

    Confidential Careers 4.2company rating

    Oak Brook, IL jobs

    We are seeking a highly analytical and business-focused FP&A Analyst to join our client's Corporate Finance team. This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. The ideal candidate is adaptable, technically strong, and comfortable working across multiple areas of the business. About the Role This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. Responsibilities Corporate FP&A & SG&A Support Provide financial analysis and reporting support for SG&A within the Corporate FP&A team Maintain and analyze financial models using IBM TM1 and Excel Support budgeting, forecasting, and month-end variance analysis Business-Focused Analysis Perform data and business analysis across various functions and business units Review financial performance, identify trends, and provide actionable insights Support multiple areas of the business; work assignments may vary and require high adaptability Serve as an indirect financial partner to business units Core Business & Strategic Support Analyze revenue, margins, and contracts Partner directly with business leaders to review results, budgets, and forecasts Assist with strategic initiatives, cost optimization, and performance improvement efforts Present financial insights clearly to non-finance stakeholders Qualifications Required: Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Required Skills Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Preferred Skills Experience in corporate FP&A or similar analytical finance role Familiarity with large datasets and automation of reporting processes Ability to manage multiple priorities in a dynamic environment
    $55k-87k yearly est. 3d ago
  • Financial Advisor

    Lfp Consulting 4.2company rating

    Worthington, MN jobs

    Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package : Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness. Key Responsibilities: Client Acquisition - develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate. Practice Development - prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals. Client Relationship Management - the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc. Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc. Lead direct staff reports - conduct regular meetings to discuss workflow, clients' requests, tasks etc. Participate in team activities - attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies. Continue education and professional development - complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.). As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box - because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths. Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today! Qualifications Financial Advisor Licensing Requirements: SIE, Series 7TO, Series 66 and State Insurance
    $49k-79k yearly est. 15d ago
  • Senior Media Investment Associate

    Tinuiti 4.3company rating

    Remote

    Who we are: Tinuiti is the largest independent full-funnel marketing agency in the U.S. across the media that matters most, with $4 billion in digital media under management and more than 1,200 employees. Built for marketers who demand growth and accountability, Tinuiti unites media and measurement under one roof to eliminate waste-the biggest growth killer of all-and scale what works. Its proprietary technology, Bliss Point by Tinuiti, reveals the truth around growth and waste, and how to capitalize on it. With expert teams across Commerce, Search, Social, TV & Audio, and more, Tinuiti delivers measurable results with brutal simplicity: Love Growth. Hate Waste. We support 100% remote work for this role! We'd love to hear from you if: Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you qualify, but don't necessarily meet every single point on the job description, please still get in touch. As a Senior Media Investment Associate, you will play a pivotal role in owning our media buying and account management processes by ensuring our client's media campaigns operate smoothly and efficiently, and are carried out with best in class media acumen and strategic thinking. Your expertise will be essential to client performance across channels-primarily TV, audio, and display-serving as a key liaison with our media partners and the agency's client teams, and developing innovative strategies to meet our brand's diverse needs. This role requires a strategic thinker with a foundational knowledge of strategic media buying, particularly in video and audio advertising. As the Senior Media Investment Associate, you will focus on: Media Buying: Research, vet, and execute media plans for multiple clients, ensuring that they run efficiently and accurately, while also assisting with opportunities for strategic expansion, optimization, and campaign growth Campaign Performance: Oversee daily campaign delivery across channels, ensuring strategies are appropriately implemented, errors are kept to a minimum, and goals are being achieved. Collaboration: Interface with network partners, vendors, and internal teams to ensure smooth campaign execution with a solution-oriented mindset. Special Projects: Develop and implement project-based work tailored to the Media Investment team's needs, showcasing your flexibility and creativity in improving how we function with clients and media partners alike Network Orders and Traffic: Send and track network orders and traffic instructions, ensuring accurate and timely delivery. Industry Engagement: Stay abreast of TV, audio, and display trends through educational meetings with publishers as well as your own independent research, utilizing insights to make informed media recommendations and fostering knowledge sharing among your peers. Media Negotiation: Evaluate and negotiate media plans in collaboration with senior team members, honing your ability to vet new offerings and assess the value of media opportunities for the clients you work on Professional Qualifications: 2+ years of experience in a media agency or publisher environment, with a focus on media buying in linear TV, OTT, digital audio, and/or display advertising. Direct hands-on-keys experience in industry platforms (DSPs, research tools) a plus Demonstrated organizational skills with exceptional attention to detail and follow-through. Self-motivated with a passion for learning, asking questions, and thriving in a collaborative setting. Strategic marketing and communication skills to internally promote new media opportunities. Proficiency in Microsoft Excel and strong business writing and presentation skills. Excellent time management capabilities, managing multiple tasks against tight deadlines. Competencies: Strategic Thinking: Ability to inform integrated media strategies that align with client objectives and industry trends, using a foundational knowledge of our agency and client's business objectives to tailor your recommendation to suit their individual needs Media Acumen: An understanding of the media marketplace as it relates to TV, audio, and display channels and the key partners and tactics therein Technical Skills: Skilled in reviewing campaign data to make informed decisions and executing those matters in a live buying environment, with a strong attention to fine detail Communication: Effective communicator, capable of liaising with partners and presenting complex information in an understandable format. Collaboration: Works seamlessly with internal teams and external partners to drive agency and client success through knowledge sharing, a positive attitude, an open mind, and the desire to support our collective work. Time Management: Demonstrated ability to manage multiple projects, delivering on schedule and with excellent follow-through The annual base salary range for this roles' listed level is currently $60,000-$70,000 plus performance bonus of up to 8%. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. We will provide more information on our benefits and equity upon requests. Disclosure as required by the Colorado Equal Pay for > Equal Work Act, C.R.S. § 8-5-101 et seq FLSA Classification: Exempt We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Benefits: Unlimited PTO: At Tinuiti, we believe you deserve time to rest, recharge, and enjoy life unplugged. When you prioritize time for yourself, you're able to bring your best self to work. That's why we offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. On top of that, we provide 20 paid holidays, including multiple long weekends, to ensure you have dedicated time to step away and disconnect. We're proud to offer above-industry standard work-life balance, consistently rated as one of the most loved benefits by Tinuitians year after year. Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts Retirement: Match up to 4% of your contributions at 100% with immediate vesting Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child. Learning and Development: On-demand learning (powered by LinkedIn Learning), mentorship program, leadership and management development programs and resources Disclaimer: This description has been designed to indicate the general nature and level of work performed by employees within this position. The actual duties, responsibilities, and qualifications may vary based on assignment or group. Tinuiti is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
    $60k-70k yearly Auto-Apply 5d ago
  • Media Investment Associate

    Tinuiti 4.3company rating

    Remote

    Who we are: Tinuiti is the largest independent full-funnel marketing agency in the U.S. across the media that matters most, with $4 billion in digital media under management and more than 1,200 employees. Built for marketers who demand growth and accountability, Tinuiti unites media and measurement under one roof to eliminate waste-the biggest growth killer of all-and scale what works. Its proprietary technology, Bliss Point by Tinuiti, reveals the truth around growth and waste, and how to capitalize on it. With expert teams across Commerce, Search, Social, TV & Audio, and more, Tinuiti delivers measurable results with brutal simplicity: Love Growth. Hate Waste. We support 100% remote work for this role! We'd love to hear from you if: Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you qualify, but don't necessarily meet every single point on the job description, please still get in touch. As the Media Investment Associate at our performance marketing agency, you play a crucial role in ensuring the smooth operation of our media buying and account management processes. Your primary focus will be to assist our media investment as well as client management teams in implementing effective strategies across multiple client accounts. You will ensure that client campaigns are delivered efficiently, you will serve as a key liaison between our network partners, vendors, and internal teams, and support the agency's client management team in maintaining excellent client communication. As the Media Investment Associate you will: Operational Support: Ensure our media buying and campaign operations run smoothly and efficiently, supporting the implementation of strategies for multiple clients. Performance Monitoring: Monitor daily client performance and campaign delivery to ensure strategies are correctly implemented and objectives are met. Liaison Work: Act as the main point of contact between network partners, vendors, and internal teams to facilitate seamless campaign execution. Order Management: Send and track network orders and asset traffic instructions, ensuring all campaign materials are correctly distributed and accounted for. Linear TV Reconciliation: Track, organize, and reconcile weekly television network logs to identify and resolve discrepancies. Industry Engagement: Participate in meetings with publishers to stay current on media trends and leverage this knowledge to provide media recommendations. Client Support: Assist the account management team with client communication and the preparation of weekly reports and presentations. Professional Qualifications: Some prior experience in marketing or advertising is preferred Very organized with exceptional attention to detail and follow-through. Self-starter with a strong desire to learn, ask questions, and work collaboratively. Proficiency in Microsoft Excel (basic formulas, filtering, pivot tables). Strong business writing and presentation skills (PowerPoint, Keynote, Prezi, etc.). Excellent time management skills, able to juggle multiple tasks against tight deadlines. Competencies: Analytical Skills: Ability to perform detailed research and analysis to support media buying strategies and campaign optimizations. Communication: Strong communication skills to effectively liaise between teams, partners, and clients. Organization: Exceptional organizational skills to manage and track numerous campaigns and orders efficiently. Problem-Solving: Aptitude for identifying issues and discrepancies in campaign delivery and billing, with a keen eye for resolving them promptly. Team Collaboration: A collaborative spirit, eager to learn from and contribute to the team's success. Adaptability: Ability to adapt to changing priorities and maintain a positive attitude in a dynamic environment. The annual base salary range for this roles' listed level is currently $50,000-$60,000 plus performance bonus of up to 5%. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. We will provide more information on our benefits and equity upon requests. Disclosure as required by the Colorado Equal Pay for > Equal Work Act, C.R.S. § 8-5-101 et seq FLSA Classification: Non-Exempt We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Benefits: Unlimited PTO: At Tinuiti, we believe you deserve time to rest, recharge, and enjoy life unplugged. When you prioritize time for yourself, you're able to bring your best self to work. That's why we offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. On top of that, we provide 20 paid holidays, including multiple long weekends, to ensure you have dedicated time to step away and disconnect. We're proud to offer above-industry standard work-life balance, consistently rated as one of the most loved benefits by Tinuitians year after year. Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts Retirement: Match up to 4% of your contributions at 100% with immediate vesting Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child. Learning and Development: On-demand learning (powered by LinkedIn Learning), mentorship program, leadership and management development programs and resources Disclaimer: This description has been designed to indicate the general nature and level of work performed by employees within this position. The actual duties, responsibilities, and qualifications may vary based on assignment or group. Tinuiti is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
    $50k-60k yearly Auto-Apply 7d ago
  • Investments & Investor Relations Analyst / Associate

    James River Holdings 4.7company rating

    Richmond, VA jobs

    The Investments & Investor Relations Analyst/Associate is responsible for the critical public company finance functions within a specialty property and casualty insurance company. This role will be responsible for delivering results across primary functions including management of the Company's $2 billion corporate investment portfolio, day-to-day investor relations needs, and other corporate finance activity coordinating with internal finance stakeholders, senior leadership and external third-party constituents to achieve objectives. Duties and Responsibilities Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service Serve as point of engagement with existing and prospective investment managers to evaluate investment markets and opportunities Work closely with accounting and investment managers to monitor performance and budget for net investment income Monitor investment portfolio to ensure compliance with investment guidelines Alongside SVP, Investments and Investor Relations and management, engage with sell side analyst community and institutional shareholders of the Company communicating results and understanding objectives and feedback. Provide leadership and work with executive management to assist with creating key external disclosures, including investor presentations, drafting press releases and conference call transcripts Monitor sell-side research, industry news flow and trade publications for information relevant to investor relations activities Analyze sell-side research models to understand drivers of consensus estimates Review shareholder lists to monitor changes in ownership and target potential and existing public investors Create and present quarterly performance presentations for the Investment Committee of the Board Support creating presentations and collecting data for rating agency communications and information requests Assist with or coordinate other ad hoc projects as assigned by management, including but not limited to M&A due diligence requests Knowledge, Skills and Abilities General knowledge of and ability to analyze financial statements Knowledge of financial modeling techniques Strong valuation analysis skills Interest in financial markets Strong organizational skills and attention to detail Resourcefulness and a natural curiosity to learn; strong ability to collaborate and ask for help Excellent written and verbal communication skills Ability to prioritize and handle multiple tasks in a fast-paced environment Analytical and problem-solving skills Ability to build relationships with internal and external constituents/stakeholders Self-starter who works well independently and in a team environment Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) Ability to travel Experience and Education Analyst: Bachelor's degree required Minimum of two years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required Previous experience in the insurance sector preferred Associate: Bachelor's degree required Minimum of four years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required Previous experience in the insurance sector preferred
    $73k-118k yearly est. 60d+ ago
  • Senior Equity Analyst, Technology

    Guidepoint 4.6company rating

    New York, NY jobs

    The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. What You'll Do: Monitor a coverage universe of public companies within the technology sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content High performers will be considered for full-time employment What You Have: Bachelor's degree or Master's degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered Technology sector (Enterprise Software/SaaS, Internet (FANG etc) and/or Hardware/Semiconductors); candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: This is a full-time consultant role with the potential to convert to full time. The expected annual salary is $150,000 - $200,000. This rate may vary depending on job-related knowledge, skills, and experience, as well as geographic location. You will also be eligible for the following benefits: Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office Year-round corporate athletic league Casual work environment, team building, and other social events ABOUT GUIDEPOINT: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-KH1 Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation$150,000-$200,000 USD
    $150k-200k yearly Auto-Apply 35d ago
  • Investment Advisor

    Masterworks 3.5company rating

    New York, NY jobs

    Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1.2 billion in world-class artworks, introducing over 1 million individuals to the $2.2 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 80+ employees are based out of our offices at 1 World Trade Center in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting edge of finance, technology, and art? Are you passionate about democratizing alternative investments? Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered “Yes” to any of the above, we'd love to hear from you! Position Overview: As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be directly responsible for driving investment growth within our existing investor base. This is a revenue-generating role with a strong investor relations component-you will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value. On a daily basis, you will engage with existing investors through pre-scheduled calls and strategic outreach, conducting portfolio reviews, presenting new artwork offerings or other products, and closing additional investments. Your goal is to drive revenue by identifying expansion opportunities, re-engaging inactive investors, and converting portfolio consultations into concrete investment decisions. Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our established member base on expanding their investments in blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings. The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. Responsibilities Overview: Drive investment activity by conducting portfolio reviews with existing investors and presenting new artwork investment opportunities Cultivate and maintain strong relationships with established investors to support ongoing investment activity Strategically re-engage inactive or lapsed investors and convert them back into active members of the platform Utilize CRM tools and dashboards to improve overall effectiveness and efficiency Provide an excellent advising and investment experience with a wide range of investors Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs Work cross-functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives Team Overview: Masterworks Advisers is a team of ~15 advisers and growing Investment advisors come from a diverse set of professional backgrounds with wide-ranging levels of experience Requirements and Preferred Skill Sets: 5+ years of experience working in financial markets, financial advising, or similar. Ability to confidently and professionally communicate with high-profile investors (verbal and written) Strong interest in alternative assets, financial markets, and macroeconomics Excellent organizational, problem-solving, relationship-building, and time management skills Experience using CRM tools is a plus Results-driven, competitive mentality Proven ability to strive in a fast paced, multi-task environment Passion for the “business of art” is a plus, but no prior knowledge is required Series 65 license from FINRA Benefits at Masterworks: Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO and 401k Discounted Equinox membership Happy hours, company outings, social clubs, and more!
    $151k-250k yearly est. Auto-Apply 60d+ ago
  • Investment Advisor

    Masterworks, LLC 3.5company rating

    New York, NY jobs

    About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1.2 billion in world-class artworks, introducing over 1 million individuals to the $2.2 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 80+ employees are based out of our offices at 1 World Trade Center in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? * Do you thrive on disruption? * Do you want to live at the cutting edge of finance, technology, and art? * Are you passionate about democratizing alternative investments? * Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered "Yes" to any of the above, we'd love to hear from you! Position Overview: As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be directly responsible for driving investment growth within our existing investor base. This is a revenue-generating role with a strong investor relations component-you will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value. On a daily basis, you will engage with existing investors through pre-scheduled calls and strategic outreach, conducting portfolio reviews, presenting new artwork offerings or other products, and closing additional investments. Your goal is to drive revenue by identifying expansion opportunities, re-engaging inactive investors, and converting portfolio consultations into concrete investment decisions. Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our established member base on expanding their investments in blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings. The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. Responsibilities Overview: * Drive investment activity by conducting portfolio reviews with existing investors and presenting new artwork investment opportunities * Cultivate and maintain strong relationships with established investors to support ongoing investment activity * Strategically re-engage inactive or lapsed investors and convert them back into active members of the platform * Utilize CRM tools and dashboards to improve overall effectiveness and efficiency * Provide an excellent advising and investment experience with a wide range of investors * Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs * Work cross-functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives Team Overview: * Masterworks Advisers is a team of ~15 advisers and growing * Investment advisors come from a diverse set of professional backgrounds with wide-ranging levels of experience Requirements and Preferred Skill Sets: * 5+ years of experience working in financial markets, financial advising, or similar. * Ability to confidently and professionally communicate with high-profile investors (verbal and written) * Strong interest in alternative assets, financial markets, and macroeconomics * Excellent organizational, problem-solving, relationship-building, and time management skills * Experience using CRM tools is a plus * Results-driven, competitive mentality * Proven ability to strive in a fast paced, multi-task environment * Passion for the "business of art" is a plus, but no prior knowledge is required * Series 65 license from FINRA Benefits at Masterworks: * Daily catered lunches * Free admission to art museums and galleries * Health, dental, and vision coverage with FSA options * Paid Parental Leave * PTO and 401k * Discounted Equinox membership * Happy hours, company outings, social clubs, and more!
    $151k-250k yearly est. 7d ago
  • Sr Equity Analyst, Consumer Sector

    Guidepoint 4.6company rating

    New York, NY jobs

    The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. WHAT YOU'LL DO: Monitor a coverage universe of public companies within a sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients. WHAT YOU HAVE: Bachelor's degree or Master's degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Must be current on multiple subsectors within consumer (packaged food, beverage, household & personal goods, apparel manufacturers, speciality retailers, broadlines, softlines, e-commerce, recreational products etc, gaming/lodging in terms of news flow and what issues matter to the buyside at any given time Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals ABOUT GUIDEPOINT: About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-KH1 #LI-HYBRID Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation$750-$750 USD
    $103k-159k yearly est. Auto-Apply 35d ago
  • Associate, National Video Investment (MGM)

    Canvas Worldwide 4.3company rating

    New York, NY jobs

    Job DescriptionCanvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance Hiring We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $111k-175k yearly est. 18d ago
  • Investment Analyst

    NYU 3.6company rating

    New York, NY jobs

    The Investment Analyst will work closely with the Investment Office team to support the management of New York University's endowment. Provide critical due diligence, research, and analysis across prospective and existing external investment managers to support the investment decision-making process. Contribute to qualitative and quantitative research at the portfolio, asset class, and manager level. Qualifications Required Education: Bachelor's Degree Preferred Education: Bachelor's Degree in Finance, Economics, Business Administration, or a related field. Required Experience: 1+ years relevant experience, including experience at an investment company, bank, endowment, foundation, investment office, or related experience. Required Skills, Knowledge and Abilities: Demonstrated passion for financial markets and investing. Strong analytical and quantitative skills. Expert proficiency in Microsoft Excel, including advanced functions. Demonstrated ability to create and maintain complex spreadsheets, performance reports, and other documentation that inform investment decisions. Excellent problem-solving, analytical, and reasoning skills; attention to detail; strong oral and written communication skills. Detail-oriented with strong organizational skills. High ethical standards and integrity, including the ability to maintain and work with confidential or proprietary information. Ability to be solutions-oriented, proactive, self-motivated, and accountable for work product. Strong interpersonal qualities necessary to build credibility within the department, with University colleagues, and with representatives of external managers and service providers. Ability to work independently and collaboratively in a team environment. Ability to work in a high volume, deadline-driven, and results-driven environment. Preferred Skills, Knowledge and Abilities: Financial modeling skills and general knowledge of portfolio theory, capital markets, and alternative investments (e.g. private equity or hedge funds). Additional Information In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $112,500.00 to USD $137,500.00. New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items. NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen. NYU is an Equal Opportunity Employer and is committed to a policy of equal treatment and opportunity in every aspect of its recruitment and hiring process without regard to age, alienage, caregiver status, childbirth, citizenship status, color, creed, disability, domestic violence victim status, ethnicity, familial status, gender and/or gender identity or expression, marital status, military status, national origin, parental status, partnership status, predisposing genetic characteristics, pregnancy, race, religion, reproductive health decision making, sex, sexual orientation, unemployment status, veteran status, or any other legally protected basis. All interested persons are encouraged to apply at all levels.
    $112.5k-137.5k yearly Auto-Apply 60d+ ago
  • Financial Planner

    Sentinel Group 3.8company rating

    Finance planner job at Sentinel

    The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: Planning/Organizing - Prioritizes and plans work activities, uses time efficiently Professionalism - Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments Quality - Demonstrates accuracy and thoroughness Strong sense of urgency and accountability; results-oriented Team player; puts success of team ahead of self Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms Ability to work as part of a group or independently, patient, passion for both sales and service What you'll be responsible for: Engage and educate Sentinel's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation. Assist participants in preparing for the financial aspects of retirement. Communicate the retirement plan offering via group meetings at the client company. Meet one on one with participants to answer any personal questions about the plan or possible other financial matters. Conduct webinars to communicate the plan, when appropriate. Build personal relationships with participants. Convey retirement planning subject matter in a simplified way. Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. Support new sales and market development initiatives Exhibit understanding of key features and benefits of Sentinel's products and services Proactively keep Supervisor informed of key activities with assigned clients Office environment, up to 50% travel may be required. About you: We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward-someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: Proficient in Microsoft Office applications ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge) Bachelor's degree FINRA Series 6 or 7, 63 and 65 or 66 Life Accident & Health licenses Nice to haves: 3+ years of experience CFP designation or interest in obtaining Familiarity with programs such as eMoney Advisor What you'll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives - and we wouldn't have it any other way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: PTO (vacation, sick, personal time bank) FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service 12 Paid Holidays (10 stated and 2 floating holidays) 2 Community Volunteer Days 5 Summer Half Days Medical, Dental, Vision Life Insurance LTD & STD Retirement Plan with 4% Employer Match Parental Leave Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live. See What We Stand For: **************************************************** Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts - and their commitment to excellence - define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.
    $55k-80k yearly Auto-Apply 60d+ ago
  • Senior Investment Banking Financial Analyst

    TM Capital Corp 4.2company rating

    New York, NY jobs

    Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.
    $89k-135k yearly est. 60d+ ago
  • Senior Investment Banking Financial Analyst

    TM Capital Corp 4.2company rating

    Boston, MA jobs

    Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.
    $82k-126k yearly est. 60d+ ago
  • Senior Investment Banking Financial Analyst

    TM Capital Corp 4.2company rating

    Boston, MA jobs

    Job Description Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.
    $82k-126k yearly est. 13d ago
  • Associate, Integrated Investment

    Horizon Media 4.8company rating

    New York, NY jobs

    Who We Are Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate growth for our clients through brand strategy, media planning and investment, and best in class analytics across all channels. As the leader in innovative business solutions, we are always pushing ourselves to understand what's next: our next innovation, our next advancement in analytics, the market's next media evolution, and your next breakthrough idea. Horizon Next operates with the single goal that tomorrow must outperform today. At Horizon Next, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together. Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow. What You'll Do Media Negotiating & Buying - 25% Lead RFP creation and review of partners/site responses, compiles proposal analysis and drive partner negotiations Maintain accuracy of insertion orders within internal systems tool to reserve advertising space and is responsible for accuracy of plan details and confirmation of delivery ensuring proper protocol Ensures collaboration with key partners during planning process, including Partners, Creative Agencies and biddable activation teams (e.g. Paid Search, Paid Social, Programmatic) Work alongside other Horizon Next teams (Business Solutions, Investment, etc.) towards 360 partnerships, incorporating relevant extensions Collaborate with Horizon Next Paid Social team to monitor, manage and optimize activations across Facebook, Twitter and other relevant social environments Digital Media Strategy - 10% Collaborate with assistant planners, senior planners, and supervisors for strategy and plan development Employ Horizon Next's suite of planning, evaluation and buying tools for application/analysis into competitive landscape, target digital consumption support, plan development and reporting Participate in team brainstorms to kick off plan and consideration set development Monitor trends, tools, opportunities and applications in biddable environments, and appropriately apply that knowledge in conjunction with performance teams Create and present media specific documents such as media plans, objectives and strategies decks, and other related functions Campaign Management & Execution - 15% Oversee trafficking and site tagging, follow through to ensure sites are enabled, and functioning properly, QA'ing all pixels Issue specs documents and ensure all materials are received from creative agency Oversee creation of campaign post launch information such as screenshots, links and placement information to demonstrate proof of placement for clients Work alongside assistant on post campaign reconciliation and billing Reporting & Analysis - 30% Monitor and report weekly on biddable and direct channel performance, providing an active voice communicating optimization opportunities and challenges Parse through large datasets to provide critical thinking and analysis, as well as draw conclusions and discover actionable implications Collaborate with Horizon Next Analytics & Business Intelligence teams to aggregate data and ensure standardization across Next accounts Responsible for providing data for dashboards/Excel trackers, as needed by account, ensuring accuracy and validity of data shown Relationship Management - 10% Collaborate with Senior Planner and Supervisor to identify problems and recommend solutions Keep Senior Planner and Supervisor updated on the status and timing of deliverables Engage and effectively interact with other Horizon Next departments, i.e. Business Solutions, Traffic, Operations Apply knowledge of current/previous clients' specific business and industry to enhance and further relationships Mentorship - 10% Contribute to other junior team member(s) development (train Assistant Planners, onboard new Planners) Who You Are A strong writer and presenter A left and right brain thinker - a data-powered strategist An independent worker with strong time management and organization skills A problem solver with foresight and the ability to develop creative solutions Detail oriented with commitment to follow through Nimble and flexible to succeed in a fast-paced environment A strong team player, willing to roll up your sleeves Interested in the digital landscape and a desire to innovate and keep up with trends A supporter of and advocate for diversity, equity and inclusion Preferred Skills & Experience 1+ years previous digital media experience Basic knowledge of advanced analytics and performance media Familiarity with marketing principles, analytics and concepts Skilled in Excel and PowerPoint with the ability to discuss how those functions can or should be applied relative to the media planning process Experience with third party ad servers Familiarity with biddable channels and partner direct Certificates, Licenses and Registrations This role does not require certificates, licenses or registrations Physical Activity and Work Environment This role does not require any physical activity 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. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. #LI-RK1 #LI-HYBRID #HN Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Salary Range $64,350.00 - $80,000.00 A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role. As an organization, we take an aptitude and competency-based hiring approach. We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.
    $64.4k-80k yearly Auto-Apply 60d+ ago
  • Corporate Strategy Analyst

    The Walt Disney Company 4.6company rating

    New York, NY jobs

    The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly. Responsibilities: Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company. Collaborate with key stakeholders across the company in the analytical process. Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling. Perform research, financial modeling, and analysis to inform business decisions. Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions. Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company. Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities. Qualifications: Strong proficiency with PowerPoint and Excel Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends Preferred Qualifications: A minimum of 2 years of strategy, analytical business development and/or financial experience preferred A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank Required Education: Bachelor's Degree #ESPNMedia The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Job Posting Segment: ESPN Strategy & Research Job Posting Primary Business: ESPN Strategy Primary Job Posting Category: Corporate Development Employment Type: Full time Primary City, State, Region, Postal Code: New York, NY, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-10-09
    $100.1k-134.2k yearly Auto-Apply 60d+ ago
  • Associate, National Video Investment (MGM)

    Canvas Worldwide 4.3company rating

    New York, NY jobs

    Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication $45,000 - $45,000 a year Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance HiringWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $45k-45k yearly Auto-Apply 60d+ ago
  • Associate, National Video Investment (MGM)

    Canvas Worldwide 4.3company rating

    Day, NY jobs

    Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity 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. CA Applicants: Canvas Worldwide practices Fair Chance Hiring
    $114k-178k yearly est. Auto-Apply 60d+ ago

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