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Stifel Financial jobs in New York, NY

- 765 jobs
  • IB Associate - Diversified Industrials

    Stifel 4.8company rating

    Stifel job in New York, NY

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial models and related valuation analyses Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings Mentor junior staff and target areas for their development Work on multiple projects and transactions at any given time What You'll Bring Strong ability to work in an entrepreneurial culture Ability to manage, from start to finish, financing and M&A transactions Excellent analytical, modeling, and client management skills Exercises good judgment in assessing risks and rewards of new business opportunities Education & Experience Minimum Required: Bachelor's degree in Finance or related field Minimum Required: 3-5 years post-undergraduate work experience in investment banking or a related field Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
    $175k-225k yearly Auto-Apply 37d ago
  • Sr Administrative Assistant

    Stifel 4.8company rating

    Stifel job in New York, NY

    What You'll Be Doing The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings What We're Looking For • Prepares invoices, reports, memos, letters, client mailings for Program Management, financial statements and other documents, using word processing, spreadsheet, database, or presentation software. • Reads and analyzes incoming memos, submissions, and reports to determine their significance and plan their distribution. Prepares responses to correspondence containing inquiries. • Compiles, assembles, binds, and distributes certain marketing or communication articles. • Makes travel arrangements for executives and organize and coordinate client entertainment functions/events. • Prepares and processes expense reports for executives. • Establishes and maintains interpersonal relationships; develops constructive and cooperative working relationships with others and maintaining them over time. • Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolves problems. • Creates and maintains complex spreadsheets. • Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner. • Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for committee, board, and other meetings. • Project administration in areas ranging from maintenance to construction and design • Skilled at Cross-departmental communication, observing confidentiality and compliance guidelines, as outlined by the SEC and FINRA. • Provide excellent customer service to all Stifel employees • Heavy invoice preparation and vendor administration. What You'll Bring • Advanced knowledge of administrative and clerical procedures and systems such managing files and records, and other standard office procedures and terminology. • Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes. • Excellent conceptualization, presentation and communication skills to effectively execute change. • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. • Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations. • A team player with the ability and desire to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities and coordinate and balance multiple tasks Education & Experience • Minimum Required: Associates degree or equivalent education and experience that enables performance in all aspects of the position • Minimum Required: 5+ years of administrative experience Systems & Technology • Proficient in Microsoft Word, Excel, PowerPoint, Outlook Compensation Range Salary: USD $33.65/Hr. - USD $38.94/Hr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $33.7-38.9 hourly Auto-Apply 60d+ ago
  • FID, Strats, Release Manager - Vice President

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary Responsibilities: We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London. The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment. Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this. Qualifications Essential: extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions experience of working in a globally distributed team Desirable: some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines some experience with C++ development environment and multi-platform c++ builds in linux and windows familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache familiarity with standard code quality tools such as sonar, cpplint familiarity with package/dependency management tools such as conan, maven, artifactory WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $160,000 and $250,000 for Vice President at commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $160k-250k yearly Auto-Apply 53d ago
  • Sales and Trading Production Management

    Morgan Stanley 4.6company rating

    New York, NY job

    As a member of the Reliability and Production Engineering team within Sales and Trading Production Management, you will be supporting critical trading applications in a fast paced, exciting, and dynamic Trading Floor environment. You will work within a team of technologists acting as the first point of contact for Compliance, Risk, High Touch Trading Desks, and Development teams. Our team is responsible for: Coordinating the preparation and trading of Initial Public Offerings (IPOs), working closely with NYSE, NASDAQ, BATS, and IEX. Investigation of user queries. E.g. order rejects, trade breaks, exchange issues. Liaising with clients, exchanges, vendors, and internal teams where appropriate. Notifying the business units of system issues or failures in a timely manner. Communicating with global counterparts when necessary. Creation of new tools and automation of processes to better support and proactively monitor our environment (Python Preferred). Liaising with users and development teams on potential improvements to our trading applications Proactive & reactive monitoring of processes, connections & trade flows. Incident and problem management adhering to ITIL framework Assisting Compliance/ Risk on regulatory inquiries and user permissions. Testing failure scenarios to identify problems and improve outage recovery procedures. Qualifications Must enjoy working within a team and have the ability to communicate well cross functionally Ability to translate business needs into technical specifications Excellent problem solving skills and passion for developing new and creative solutions to complex problems Ability to interact with Traders and the drive to learn about securities and markets Good business knowledge of Equities would include the ability to demonstrate an understanding of different instruments and how and where they trade. This would also include the ability to describe an order book and the different order types that can be used Understanding of SQL and Sybase databases. Understanding of operating systems (UNIX, PC) Understanding of real time distributed application architectures and experience with message based protocols e.g. FIX. Incident management skills - Ability to own issues from start to finish, with a commitment to determining root cause and follow ups. Proficiency in a scripting language such as Python Knowledge of Agile methodology and cycle is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-150k yearly Auto-Apply 60d+ ago
  • Research Associate - Lodging, Leisure, and Residential Real Estate

    Oppenheimer & Co 4.7company rating

    New York, NY job

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City. Our ideal candidate has had at least one year of equity research or related experience. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: * Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentationsoften under very tight time constraints; * Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical; * A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate; * Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important; * Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable; * Ability to organize, prioritize and manage multiple projects simultaneously; * PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. * Most preferred are candidates with a BA in Finance and/or CFA and already FINRA registered (SIE, Series 7, 63, 86, 87). However, we will consider other strong candidates without these credentials too. Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $100k-150k yearly 18d ago
  • Global Receivables PR

    Citi 4.6company rating

    New York, NY job

    Citibank, N. A. seeks a Global Receivables PR for its New York, NY location. Duties: Support and build a global strategy for domestic payments and receivables within Treasury and Trade Solutions (TTS). Assist in the development, rollout, and commercialization of robust and innovative capabilities aligned with the global product roadmap to ensure clients receive payments in an efficient and convenient manner for their treasury and commerce needs. Oversee the Global Domestic Receivables product suite and monitor performance drivers for the product portfolio including client experience, pricing, client engagement, and risks. Anticipate evolving client needs across regions ensuring product roadmap delivers continuous and commercially relevant innovations. Promote enhancements to the client experience and operating model to move toward real time, simple digital experiences. Drive business growth and competitive advantages through targeted industry and client segment focus. Collaborate with Global, Regional and Country Payments & Receivables teams, Operations and Technology teams, and key partners in Sales, Onboarding and Service to deliver business objectives. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols. Requirements: Bachelor's degree, or foreign equivalent, in Economics, Accounting, Finance, Business Administration, or a related field, and five (5) years of experience in the job offered or in a related finance occupation. Employer will accept three (3) years of university-level studies plus two (2) years of relevant experience in meeting the bachelor's degree requirement. Five (5) years of experience must include: Working with payment networks, processors, and gateways with hands-on experience working with financial industry regulations and regional requirements; Conducting market research to understand customer needs, pain points, and the competitive landscape; Using analytics to drive product decisions with tools including SQL, Excel, or data visualization platforms; Setting and monitoring Key Performance Indicators (KPIs) for transaction success rates, user adoption, and profitability; and Utilizing knowledge of monetization strategies including transaction fees, subscription models, or value-added services to enhance product offering and generate revenue. 40 hrs./wk. Applicants submit resumes at *********************** Please reference Job ID #25909031. EO Employer. Wage Range: $217,400 to $230,000/year Job Family Group: Product Management and Develop Job Family: Product Management ------------------------------------------------------ Job Family Group: ------------------------------------------------------ Job Family: ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 31, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $72k-108k yearly est. Auto-Apply 28d ago
  • Staff Auditor

    Oppenheimer & Co 4.7company rating

    New York, NY job

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Staff Auditor to join our Internal Audit Department in New York. In this role, the auditor will participate in risk-based audits across the Firms business lines and support functionsincluding brokerage operations, trading, supervisory processes, investment advisory and asset managementto assess the effectiveness of internal controls, regulatory compliance, and operational efficiency. Working under the direction of Internal Audit leadership, the Staff Auditor will assist with audit planning, fieldwork, and reporting activities in accordance with professional auditing standards and regulatory expectations, and collaborate with business partners in a fast-paced environment. Responsibilities: * Conducts an internal audit under the general direction of the Head of Internal Audit or designee in compliance with audit standards, schedules and regulatory expectations * Perform Sarbanes-Oxley, SSAE-18 and FINRA 3130 testing * Develop an understanding of the function/department and how it relates to other areas of the firm * Develop written deliverables, including a planning memo, risk and control matrix, testing procedures and a draft audit report * Evaluate audit test results and discuss potential issues with the Head of Internal Audit * Present audit findings and recommendations and discuss their implications with the auditee * Prepare and maintain audit documentation in accordance with industry highest quality standards and internal approved guidelines * Keep current with audit best practices, industry knowledge and regulations through continuing education Skills/Requirements: * Bachelors Degree in Accounting, Finance, Business or a related field * Up to 4 years of Internal Audit experience; relevant industry experience preferred * Excellent written and verbal communication skills * Excellent analytical ability and problem solving skills * A high degree of initiative, inquisitiveness, enthusiasm and attention to detail * Eager to stay ahead of industry trends and best practices * Strong understanding of internal control concepts, audit principles, and risk assessment * Familiarity with securities industry operations, FINRA/SEC regulatory environment, and broker-dealer supervisory processes is a plus * Proficiency with Microsoft Office (Excel, Word, PowerPoint, Visio); experience with data analysis tools (e.g., IDEA, Tableau) is a plus * CIA, CPA, or CFE certifications or progress toward certification is preferred, but not required Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $95,000.00 - $120,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $95k-120k yearly 33d ago
  • Account Service Representative

    Oppenheimer & Co. Inc. 4.7company rating

    New York, NY job

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following: Candidate Requirements: Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions. Highly effective communication skills, verbal and written, with ability to work in a team environment. Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties. Ideal candidate has a strong understanding of investment products (stock, bonds, ETFs, fixed income, etc.) and overall securities brokerage operations. Responsibilities: Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines. Processing investor advisory agreements, and translating the information in client data bases. Interacting with financial advisors, sales assistants, custodians and third-party service providers. Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement. Sending regulatory and firm required client correspondence to clients where needed. Producing / reviewing ad hoc reports for senior management. Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors. Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers. Facing off with the broker dealer for prompt resolution of client inquires, knowing when situations need to be escalated to senior management. Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $55k-65k yearly 7d ago
  • Corporate Derivatives - Equities Solutions Trader

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: * Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients * Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests * Conducting research on stocks / companies in order to evaluate risks and make trading decisions * Daily risk management and hedging of the trading books, including close interaction with other traders and brokers * Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $200k-250k yearly Auto-Apply 60d+ ago
  • Asset & Wealth Management, Global Credit Specialist, Vice President, New York

    Goldman Sachs 4.8company rating

    New York, NY job

    The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management is responsible for strategic and tactical asset allocation views and providing advice to the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client servicing, as well as strong analytical and communication skills. The Tactical Asset Allocation team (TAA) within ISG seeks to generate tactical alpha for clients' portfolios by investing across macro asset classes (equities, fixed income, currencies and commodities). In addition to its investment mandate, the TAA team publishes several widely distributed reports and Outlooks each year, and is responsible for disseminating and communicating macro investment views to the firm's clients. We are seeking a junior Vice President hire who will focus on monitoring market conditions, conducting in-depth research and generating actionable investment insights across US & Global fixed income asset classes, with a specific focus on Global IG & HY Credit, Bank Loans and CDS. The ideal candidate will have a strong background in macroeconomic analysis, quantitative research, and experience in a sell-side or buyside fixed income asset allocation or portfolio strategy role. Key responsibilities: * Conducting comprehensive research on US & Global credit markets, by analyzing market valuations, fundamental market drivers, supply-demand dynamics, geopolitical factors, and macroeconomic indicators, highlighting key findings and investment recommendations for internal and external stakeholders * Create market monitors and new investment frameworks to drive our forecasts for Global credit markets and screen for tactical opportunities * Utilize data analytics, quantitative models, and financial software tools to assess market conditions and generate predictive investment insights in fixed income * The primary focus of the role will be on global credit markets, however the hire will be part of a broader team covering DM fixed income markets, and will also support our analysis of the US Treasury and Municipal bond markets Key Qualifications: * Bachelor's degree in Finance, Economics, STEM or a related field. Advanced degree (Master's or CFA) is a plus. * 4-7 years of experience in investment research, trading, or related roles within asset management or financial services with a focus on fixed income * Strong understanding of fixed income markets, ideally with expertise in Global Credit markets * Proficiency in quantitative analysis and financial modeling using Excel and Python, Matlab, R, or related language * Excellent analytical, communication, and presentation skills, especially the ability to explain complex technical concepts in simple terms * Passion for markets and investing * Ability to work in a fast-paced, collaborative environment * Attention to detail, patience, and ability to multi-task under pressure * FINRA Series 7 and 63 licenses (must obtain within the first 3 months) Salary Range The expected base salary for this New York, New York, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $115k-270k yearly Auto-Apply 19d ago
  • Technical Architect-Salesforce

    Stifel 4.8company rating

    Stifel job in New York, NY

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor package integration, or data integration. The Technical Architect-Salesforce will assist in all phases of the development process, including design, integration, and maintenance, while observing proper behaviors, patterns, and standards. This position will ensure that Stifel's coding practices are used in all development projects. What We're Looking For Responsible for developing in Apex, Lightning Components, LWC, Lightning Aura, Visualforce, AngularJS, React, AJAX, and other technologies to build customized solutions that support business requirements and drive key business decisions. Lead technical design sessions and write technical design documents. Work directly with business stakeholders to define requirements and present solutions. Demonstrate technical leadership, setting best practices, including integration and application development, deployment, testing (unit and systems), and iterative refinement. Manage technical scope and client expectations. Design and develop integrations between applications and other systems as may be required. Provide hands-on expert-level assistance to developers for technical issues. Overseeing the development and implementation of programs. Providing technical leadership and support to software development teams. Communicate system requirements to software development teams. Evaluate and select appropriate software or hardware and suggest integration methods. Oversee assigned programs (e.g., conduct code review) and guide team members. What You'll Bring Strong working knowledge of Salesforce platform out-of-the-box functionality along with Apex, Lightning Components, Salesforce APIs, and SOQL. Ability to acquire new technical expertise quickly within the SFDC platform and related technologies, such as client-side scripting libraries and ETL/ESB integration tools. Solid understanding of developing mobile, hybrid, and/or native iOS/Android applications. Ability to follow Agile development methodology and contribute to all phases of the software development lifecycle: analysis, design, development, testing, and production support. Experience with data migrations from third-party systems to Salesforce. Experience designing or building Salesforce integrations with third-party applications. Solid knowledge of key B2B, B2C, and hybrid business model levers. Solid understanding of Agile development methodologies. Solid understanding of writing and consuming web services. Excellent communication skills, analyzing abilities, and management skills. Ability to multi-task to address multiple and often conflicting priorities in a fast-paced environment. Ability to demonstrate a proactive approach to problem resolution, strong troubleshooting and problem-solving skills. Education & Experience Minimum Required: Bachelor's Degree in Computer Science, Engineering, Business, or related field required. Minimum Required: 6+ years of experience administering or consulting with Salesforce. Minimum Required: 3-5 years of experience with Salesforce implementation in the Financial Service vertical and Investment Banking. Licenses & Credentials Certified Platform Developer I (PDI) or equivalent experience. Certified Platform Developer II (PDII) or equivalent experience. Systems & Technology Experience with the following languages and programs: JavaScript Libraries/Frameworks (Angular, jQuery). Salesforce Sales Cloud. Lightning. SOQL. SQL. #LI-LL1 Compensation Range Salary: USD $151,300.00/Yr. - USD $215,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $151.3k-215k yearly Auto-Apply 60d+ ago
  • Head of Public Cloud Architecture - Director

    Citigroup 4.6company rating

    New York, NY job

    **Overview of Citi:** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. **Overview of the Role:** Citi's Public Cloud organization is building a next-generation platform to provide secure, compliant, and scalable cloud services to application teams across the firm. We are seeking a Head of Public Cloud Architecture (Director) to lead cloud architecture strategy, governance, and delivery across AWS and GCP. This executive role will directly report to the Managing Director, Head of Public Cloud, and will be responsible for defining and standardizing cloud architecture patterns, ensuring compliance and resiliency, and integrating enterprise-wide architecture with Citi's cloud ecosystem. The leader will partner with engineering, product, and security teams within Public Cloud as well as CIO organizations, application teams, and enterprise architecture groups across the firm. **Architecture Leadership & Strategy** + Define Citi's Public Cloud architecture strategy and ensure alignment with enterprise standards, regulatory requirements, and security frameworks. + Develop and maintain standard architectural patterns, blueprints, and reference implementations for AWS and GCP environments. + Lead the Public Cloud Architecture Review Board (ARB) to ensure application teams are designing and deploying compliant, cloud-native solutions. **Collaboration & Partnership** + Partner with engineering and product leaders within the Public Cloud organization to ensure consistent, scalable, and secure delivery of platform services. + Engage with application teams and CIO organizations to address architecture concerns and guide adoption of cloud-native best practices. + Work closely with Security Architecture and Enterprise Architecture teams to ensure alignment, resiliency, and regulatory compliance. **Architecture Integration** + Integrate public cloud architecture with other enterprise assets such as enterprise CI/CD pipelines, on-premises networks, and shared infrastructure. + Drive architectural decisions for resiliency, failover, latency, performance, and backup in cloud-hosted applications. + Ensure interoperability and consistency of architecture across AWS, GCP, and hybrid environments. **Governance & Compliance** + Establish and enforce architectural governance processes across Citi's Public Cloud landscape. + Drive compliance with internal standards, regulatory requirements, and industry best practices for financial services in public cloud. + Lead reviews of application architectures to identify risks, inefficiencies, and opportunities for optimization. **Qualifications:** **Education & Experience** + 15+ years of technology leadership experience, with at least 7+ years focused on cloud architecture and delivery at scale. + Proven track record of building and leading enterprise-scale cloud architectures in regulated industries (preferably financial services). + Deep technical expertise in AWS and GCP cloud services, architecture patterns, and native tooling. + Strong background in resiliency, disaster recovery, latency optimization, and performance engineering in cloud environments **Skills & Knowledge** + Demonstrated experience defining cloud-native reference architectures and reusable patterns. + Strong understanding of cloud networking, security, compliance frameworks, and enterprise integration. + Strong expertise in architecting Public Cloud container platforms (EKS, GKE). + Experience governing and managing architecture review boards or equivalent forums. + Familiarity with enterprise CI/CD pipelines and hybrid networking models. **Leadership & Collaboration** + Executive-level communication and stakeholder management skills, capable of influencing across CIO organizations, application teams, and enterprise functions. + Strong ability to lead cross-functional teams and drive alignment in a complex, global organization. + Demonstrated success building high-performing architecture teams and fostering innovation while ensuring compliance. Certifications (Preferred but not required) + AWS Certified Solutions Architect - Professional + Google Cloud Professional Cloud Architect This is a unique opportunity to help shape the future of Citi's Public Cloud strategy at global scale. As the Head of Public Cloud Architecture, you will be a pivotal leader ensuring Citi's cloud transformation is secure, compliant, resilient, and innovative, enabling application teams to deliver best-in-class solutions for our clients. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Systems & Engineering ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $170k-300k yearly 2d ago
  • 2027 Eaton Partners Private Capital Advisory Summer Analyst - New York

    Stifel 4.8company rating

    Stifel job in New York, NY

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Eaton Partners' 10-Week Summer Analyst Program provides undergraduates with a hands-on introduction to the role of an Analyst within Private Capital Advisory ("PCA"). Summer Analysts at Eaton Partners will develop the skills necessary to carry them through to the next level of their careers. Eaton's Private Capital Advisory platform is a leading advisor to private market investors seeking liquidity solutions through secondary transactions (GP-led and LP-led), direct equity and co-investment fundraises and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds, and others. PCA partners and collaborates with both the Eaton primary fundraising professionals as well as the Stifel industry and financial sponsors' coverage teams to provide superior outcomes to our clients. The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our deal team professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career. The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students' potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects. What We're Looking For Summer Analyst candidates should possess a keen interest in private markets, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess the following: * Contributing to the day-to-day project management of transactions * Supporting senior bankers with the creation of marketing materials and pitch books * Conducting industry research and building out industry databases * Performing in-depth quantitative financial analyses and modelling for the client (sponsor/fund) and portfolio (assets) * Contributing to team meetings and discussions * Building reports and logging information in Salesforce What You'll Bring * Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment * Excellent quantitative, interpretive, and analytical skills * Demonstrated leadership and disciplined work ethic * Excellent verbal and written communication skills * Significant exposure to finance and accounting * Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills * Superior attention to detail * Experience with financial modeling and analysis preferred * Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors. What's Next Once your application has been received, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview. Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability. Posting End Date: All applications must be received by December 14, 2025 at 11:55pm ET to be considered. Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel's branded partners (KBW and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities. Education & Experience * Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 * Minimum GPA of 3.5 or above * Resume must include expected graduation month/year and GPA * Resume must be submitted in PDF format. * Authorization to work in the U.S. Systems & Technology * Proficiency in Excel and PowerPoint Compensation Range Salary: USD $110,000.00/Yr. - USD $110,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies - private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016. With over 65 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's investor network has a desire to invest substantial capital, with the average commitment of $50 million. Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.
    $110k yearly Auto-Apply 27d ago
  • U.S Banks Capital Planning, Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    We are seeking someone to join our U.S Bank Capital Planning team as an Associate in Capital Planning to work across a variety of internal and regulatory i nitiatives. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within the Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: * Collaborate with a varied group of colleagues in Finance and across the Firm * Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products * Adhere to the Firm's risk and regulatory standards, policies and controls * Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards * Support internal stress testing preparation and production activities at the Firm's US Banks * Perform strategic capital and financial analysis across the Firm's various legal entities * Assist with drafting policies and procedures * Assist in the production and coordination of presentations for Firm and Bank senior management and steering committees * Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives What you'll bring: * Working knowledge of Finance functional area, industry and competitive environment * Ability to communicate clearly and concisely, and adapt to various audiences * Willingness to seek guidance and provide feedback to further develop self and peers * Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity * Self-motivation and the ability to work well in a team * Ability to working in a fast-paced, high-energy level environment * Strong sense of ownership and accountability for work, attention to detail and accuracy is essential * Proficiency with Microsoft Office products (Excel, Word, PowerPoint) * Familiarity with CCAR / stress testing topics, a plus but not required * Bachelor's degree and strong academic credentials * Professional experience in financial services, accounting or management consulting * At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-115k yearly Auto-Apply 11d ago
  • Wealth Management VEA Program - Alpharetta, GA

    Morgan Stanley 4.6company rating

    Edison, NJ job

    Wealth Management VEA Program Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills/Experience/Qualifications You'll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-85k yearly Auto-Apply 60d+ ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    Model Risk Management Morgan Stanley's Model Risk Management (MRM) department resides within FRM. MRM's Regulatory Risk Team has several responsibilities that help to manage the regulatory risk faced by the function (e.g., management of regulatory exams, meetings, requests, and findings). The scope is global with a focus on the US where regulatory agencies include the FRB, OCC, SEC, and NFA. This position offers the candidate a unique opportunity to manage and influence MRM related regulatory activities with close interaction across numerous stakeholders within Business and Control functions. Primary Responsibilities - Manage process for regulatory exams/requests and supervisory meetings including preparation of regulatory reporting materials. This includes interacting with a large number of stakeholders across various functions and sometimes managing through multiple concurrent deliverables with sensitive timelines (48 hour turnaround time). - Maintain and streamline reporting on regulatory trends, deliverables and statistics for MRM globally, including summarizing information and creating dashboards for senior management; report to a variety of committees, as needed. - Manage process of review and challenge of issue remediation with MRM senior management. This includes handling large data sets and engaging with appropriate MRM stakeholders globally to prepare monthly materials. Experience - Bachelor's degree required in Finance, Economics, Computer Science or other business or risk management related areas - Excellent verbal and written communication skills and comfortable communicating with a wide range of stakeholders that have a technical mindset - Strong attention to detail and ability to summarize information in easy digestible formats, as well as previous experience with Model Risk Management framework desired - Ability to prioritize and manage multiple competing deliverables - Pragmatic problem solver and forward thinker - Advanced working knowledge of MS Office and related applications (Outlook, PowerPoint, Excel, Word, Teams) - Knowledge of various regulatory guidance/requirements (SR 11-7, SS 1/23) - Self-motivator and team player who brings a can-do approach WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 35d ago
  • Firmwide Artificial Intelligence Talent Portal

    Morgan Stanley 4.6company rating

    Great Neck Plaza, NY job

    Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-155k yearly Auto-Apply 60d+ ago
  • Gen AI Search Engineer

    Morgan Stanley 4.6company rating

    New York, NY job

    We are seeking a talented and passionate Gen AI Search Engineer to revolutionize our search capabilities. In this pivotal role, you will be at the forefront of integrating cutting-edge Generative AI models, particularly from OpenAI, with our enterprise search platform powered by Lucidworks Fusion (and Apache Solr). You will design, develop, and implement intelligent search solutions that provide users with intuitive, contextually rich, and highly relevant information. This is an exciting opportunity to shape the future of how our organization accesses and utilizes knowledge. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Director level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. What you'll do in the role: Design, develop, and support existing Gen AI-powered search solution leveraging OpenAI models (e.g., GPT-3, GPT-4, embeddings). Integrate and fine-tune large language models (LLMs) with GenAI search pipelines to enhance query understanding, semantic search, summarization, question answering, and content generation. Develop and implement strategies for indexing, retrieving, and ranking information optimized for Gen AI applications. Build robust and scalable APIs and microservices to connect Gen AI models with the Fusion platform. Work on potential transition from Fusion and Redis Vector DB to Elastic Search. Explore other GenAI search and agentic capabilities with Microsoft Search and Copilot Studio. Develop robust backend search infrastructure for an Embeddings Lake to enhance search efficiency and accuracy. Design and build APIs that allow seamless access to multiple content repositories Experiment with different Gen AI techniques and evaluate their effectiveness in improving search relevance and user experience. Monitor and analyse the performance of Gen AI-enhanced search features, identifying areas for optimization and improvement. Stay up to date with the latest advancements in Generative AI, natural language processing (NLP), and search technologies. Contribute to the development of best practices and documentation for Gen AI integration within the search architecture. Troubleshoot and resolve technical issues related to Gen AI and Fusion integration What you'll bring to the role: Bachelor's or higher degree in Computer Science, Engineering, or a related field. Proven experience (typically 5+ years) in search engineering or a related software development 5+ years of Programming experience preferably using Python. Strong understanding of search engine principles, information retrieval, and relevance ranking. Hands-on experience working with Search Engine like Lucidworks Fusion, including pipeline development, query processing, and analytics. Significant experience working with OpenAI APIs and models (e.g., completions, embeddings, fine-tuning). Solid programming skills in languages such as Python and Java or experience with UI development such as AngularJS, ReactJS will be a plus Experience with NLP techniques and libraries (e.g., NLTK, spa Cy, Transformers). Familiarity with cloud platforms (e.g., AWS, Azure, GCP) and containerization technologies (e.g., Docker, Kubernetes). Excellent problem-solving, analytical, and communication skills. Ability to work independently and collaboratively in a fast-paced environment. Preferred Qualifications: Experience with other enterprise search platforms (e.g., Elasticsearch, Solr, Microsoft Search). Knowledge of vector databases (Redis) and similarity search techniques. Experience with MLOps practices for deploying and monitoring AI models. Contributions to open-source projects in the search or NLP domains. Familiarity with agentic solutions like Copilot Studio. Familiarity with agile development methodologies. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 60d+ ago
  • NAM Fixed Income E-trading Lead

    Citigroup Inc. 4.6company rating

    New York, NY job

    The Applications Development Senior Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to establish and implement new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to drive applications systems analysis and programming activities. Responsibilities: * Manage/develop multiple teams of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) as well as ensure team adheres to best practices and process Develop vision for team around roles and responsibilities, and structure team to ensure greatest impact, efficient use of resource, and alignment to business structures * Prepare and present regular team/project reviews to senior management and business leaders * Drive the design and development of system architecture, work with end-users of the systems, and enhance the quality of deliverables Ensure staff follows Citi documented policy and procedures as well as maintain desktop procedures and supporting documentation for filings on a current basis and in comprehensive manner * Monitor and manage approach/end results, budgeting, planning, policy formation, and contribute to future strategy of the area(s) * Ensure change is managed with appropriate controls, documentation, and approvals including implementation of new and revised regulatory reporting requirements * Research and resolve issues, provide recommendations, and escalate to senior management as needed * Manage and maintain all disaster recovery plans, oversee appropriate testing, and provide permit-to-operate for new applications * Lead and deliver local staff forums, present global, regional, and location news and updates to engage team in the progress of organization * Contribute to defining and implementing best practices and processes for the department and ensure transparency and consistency across teams * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 15+ years of relevant experience * 8-10+ years of managerial experience * PMP Certification, MBA, Specific to business Licenses and other * Experience with financial products * Working knowledge of the industry and competitors' products and services * Advanced knowledge of strategic direction of the function within relevant part of the business * Proficient computer skills with a focus on Microsoft Office applications * Demonstrated leadership, management, and development skills Education: * Bachelor's degree/University degree or equivalent experience * Master's degree preferred The Fixed Income (FI) Electronic Trading Technology team is seeking a highly motivated NAM Lead with a proven track record of delivering high quality software and trading applications across the Rates and Spread Products businesses. This team is part of the FI Electronic Trading Technology team and is responsible for strategic electronic trading components; partnering and supporting asset-class specific eTrading teams (LATAM, Credit, G10 Linear) to build and roll them out to production. In addition, this team will also be responsible to increase adoption of other common low latency tech components/framework built by the Markets Low Latency Platform team as well as onboard onto the UI Framework built by Citi Desktop. The successful candidate in this role will be responsible for building the North American team to define and deliver the common architecture for FI eTrading. This role provides the candidate the ability to experiment with new technologies, evaluate Vendor/Fintech products and design a common platform that can serve multiple asset classes while working in a flexible (Hybrid) and inclusive work environment. In this role the candidate will have the opportunity to influence every aspect of software development - design, buildout, testing automation, devops and monitoring. Responsibilities: * AutoNegotation Engines / Client Orders, RFQ, and Pricing across all NAM businesses * Trader GUIs * Partnering with Core Services and connectivity teams to deliver end-to-end projects Delivering on strategic asks: * Retiring expensive vendor platforms * Strategy development and testing * Modernization of legacy software Team Management * Line management of global team resources * Responsible for execution against hiring plan, filling all critical roles per planned timeline * Coordination of monthly tech team meetings Stakeholder Management * Strong communication and interpersonal skills, and ability to influence NAM tech and business stakeholders * Ability to prioritize in an ambiguous environment and drive impactful deliveries across a diverse set of stakeholders Knowledge/Experience: * Strong academic record, ideally with a Bachelors or Masters degree in Computer Science, * Information Science, engineering or related technical or quantitative discipline. * Demonstrable success in designing and delivering multi-tiered applications for trading systems at a global scale * Experience of building and leading teams, ideally with a global resource profile * Demonstrated ability to deliver large projects efficiently and on time * Strong Software development fundamentals, data structures, design patterns, Object-Oriented * programming, architecture, algorithms, and problem-solving skills * Strong focus on system performance tuning and experience with low latency Java programming * Solid understanding of service architecture and high performance, low latency, and multithreading techniques * Experience architecting and designing high performance server side components. * Extensive experience using Java to develop service oriented applications * Knowledge of any Fixed income financial products (e.g. Rates, Currencies, and Spread Products) is highly desirable * Technical skills include Java, Rust, TDD, KDB, FIX, Docker, OpenShift, Kubernetes and UNIX/LINUX Competencies: * Strong verbal and written communication skills; ability to face off to various stakeholders * Self-motivated individual and with determination to achieve goals * Willingness to learn, both technically and professionally * Strong analytical and problem solving skills * Good team working skills and ability to work in a distributed global team environment * Ability to work on a fast-pace environment; Flexible and able to deliver quality results in the * required timeframe Time Allocation: * 25% - Overseeing Development and code reviews * 25% - Technology Transformation * 25% - Organization & Leading Highly Motivated Engineers * 25% - Support & Maintenance * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Applications Development * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Aug 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $170k-300k yearly 54d ago
  • 2027 Stifel Investment Banking Summer Analyst - New York

    Stifel 4.8company rating

    Stifel job in New York, NY

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Stifel's 10-week Investment Banking Summer Analyst Program provides students with a hands-on introduction to the role of an Investment Banking Analyst. You will work alongside our banking professionals, from the Analyst through Managing Director levels, to experience the Stifel culture and gain exposure to a variety of transactions, including merger and acquisition advisory services, debt and equity financings, and financial restructuring services. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program focused on developing a strong foundation in basic financial analysis, accounting, and valuation skills. We expand on this training with opportunities for career exploration and development through our formal mentorship program, social networking events, mid and end-of-summer reviews, end-of-program group projects, and other significant learning opportunities outside of day-to-day delivery on projects. What We're Looking For Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess both the following required and desired qualifications. Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Excellent quantitative, interpretive, and analytical skills Demonstrated leadership and disciplined work ethic Excellent verbal and written communication skills Significant exposure to finance and accounting Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills Superior attention to detail Experience with financial modeling and analysis preferred Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors. What You'll Bring The program will provide Summer Analyst with an in-depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include but are not limited to the following: Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis Conduct company and industry research and gain an in-depth understanding of sector trends Prepare client presentation materials in coordination with internal deal team and clients Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings Engage in company and credit-oriented research and due diligence processes Prepare financial and transaction documents including marketing memoranda Contribute to the development and communication of proposals and advice to current and prospective clients What's Next Once your application has been received, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview. Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability. Posting End Date: All applications must be received by December 14 at 11:55pm ET to be considered. Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel's branded partners (KBW and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities. Education & Experience Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 Minimum GPA of 3.5 or above Resume must include expected graduation month/year and GPA Resume must be submitted in PDF format. Authorization to work in the U.S. Systems & Technology Proficiency in Excel and PowerPoint Compensation Range Salary: USD $110,000.00/Yr. - USD $110,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $110k yearly Auto-Apply 25d ago

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