Research Analyst jobs at Tower Research Capital - 743 jobs
Quantitative Researcher Intern
Tower Research Capital 4.9
Research analyst job at Tower Research Capital
Tower Research Capital is a leading quantitative trading firm founded in 1998. Tower has built its business on a high-performance platform and independent trading teams. We have a 25+ year track record of innovation and a reputation for discovering unique market opportunities.
Tower is home to some of the world's best systematic trading and engineering talent. We empower portfolio managers to build their teams and strategies independently while providing the economies of scale that come from a large, global organization.
Engineers thrive at Tower while developing electronic trading infrastructure at a world class level. Our engineers solve challenging problems in the realms of low-latency programming, FPGA technology, hardware acceleration and machine learning. Our ongoing investment in top engineering talent and technology ensures our platform remains unmatched in terms of functionality, scalability and performance.
At Tower, every employee plays a role in our success. Our Business Support teams are essential to building and maintaining the platform that powers everything we do - combining market access, data, compute, and research infrastructure with risk management, compliance, and a full suite of business services. Our Business Support teams enable our trading and engineering teams to perform at their best.
At Tower, employees will find a stimulating, results-oriented environment where highly intelligent and motivated colleagues inspire each other to reach their greatest potential.
Responsibilities
Researching high or mid-frequency trading algorithms or signals
Working with a dedicated mentor to research and enhance existing trading strategies
Exploring trading ideas by analyzing market data.
Creating tools to analyze data for patterns
Contributing to libraries of analytical computations to support market data analysis and trading
Qualifications
Availability for 4-5 months (January-May 2026)
A Master's and/or PhD in mathematics, statistics, physics, electrical engineering, computer science, data science, financial engineering, or related fields
A strong background in Python
Strong problem-solving abilities
A passion for new technologies and ideas
The ability to manage multiple tasks in a fast-paced environment
Strong communication skills
Anticipated New York weekly base salary range $3,000-$5,500.
Tower's headquarters are in the historic Equitable Building, right in the heart of NYC's Financial District and our impact is global, with over a dozen offices around the world.
At Tower, we believe work should be both challenging and enjoyable. That is why we foster a culture where smart, driven people thrive - without the egos. Our open concept workplace, casual dress code, and well-stocked kitchens reflect the value we place on a friendly, collaborative environment where everyone is respected, and great ideas win.
Our benefits include:
Competitive compensation package
Free breakfast, lunch, and snacks daily
Opportunities to learn from senior management across the firm
Mentors from your alma mater and other top institutions
At Tower, you'll find a collaborative and welcoming culture, a diverse team and a workplace that values both performance and enjoyment. No unnecessary hierarchy. No ego. Just great people doing great work - together.
Tower Research Capital is an equal opportunity employer.
$45k-73k yearly est. Auto-Apply 60d+ ago
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Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Chicago, IL jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$120k-185k yearly est. 1d ago
BSA/AML Analyst | Risk & Compliance Associate
Carver Federal Savings Bank 4.2
New York, NY jobs
A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities.
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$56k-79k yearly est. 2d ago
Hedge Fund Investment Analyst
Callan 4.3
Chicago, IL jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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$65k-85k yearly 1d ago
BSA Analyst
Carver Federal Savings Bank 4.2
New York, NY jobs
BSA/AML Analyst I
Corporate Title: BSA/AML I Analyst (Exempt) EEOC Class: Professional
Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 8 full service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services.
Position Summary
Assist the Bank Secrecy Act (“BSA”) Officer in maintaining Carver's BSA, Anti-Money Laundering (“AML”) and Office of Foreign Assets Control (“OFAC”) compliance program.
Duties and Responsibilities
Review alerts generated by the monitoring system concerning customer transactions for unusual or suspicious activity and, when needed, prepare SAR drafts for approval and filing.
Perform OFAC alerts review that are generated by the internal system; conduct 314(a) searches in compliance with the Information Sharing requirements of the USA PATRIOT Act.
Periodically scan Carver's customer database against the OFAC list by using Fiserv - Navigator.
Review and investigate referrals received by the Bank departments.
Support Carver branch network by guiding potential OFAC “hits.”
Support branch function with regards to the review of the monetary instrument log.
Review and prepare Currency Transaction Reports (“CTRs”).
Conduct periodic reviews of high‑risk accounts and customers (EDD reviews).
Assist the BSA/AML Officer for daily operations.
Present or assist in presenting BSA and OFAC training materials to other Bank employees, such as New Hire Orientation.
Prepare specialized reports using Microsoft Excel and the BSA Department Software, known as Fiserv‑Navigator.
To successfully perform this function, the BSA Analyst must
Be familiar with “Red Flags” for identifying unusual or suspicious activity. Ongoing training is provided to ensure updated knowledge of money laundering and terrorist financing typologies.
Utilize internal and external resources to research the customer and account action under review to arrive at a preliminary determination on the nature of the activity. Internal resources include Carver's databases, such as our check imaging system, and external resources including internet searches such as Google.
Be able to interact with management with ease.
Be comfortable at giving presentations.
Have knowledge of banking such as KYC for consumer and business banking customers.
Maintain knowledge of new laws and regulations related to BSA/AML, and OFAC promulgated by the Federal Authorities.
Requirements
Excellent writing and verbal communication skills.
Good organizational and time‑management skills.
Interest, motivation, and commitment to the subject matter.
Computer Skills
Use BSA Department system (Fiserv - AML Manager).
Use Microsoft Word and Excel.
Research checks and deposited items using Fiserv - Navigator.
Research wires.
Conduct internet research.
Take and save screenshots.
Navigate a hard drive.
Working knowledge of the principles and procedures related to AML, BSA, OFAC regulations and the USA Patriot Act requirements. ACAMS certification a plus.
Ability to read, analyze and interpret regulatory requirements.
Must be self‑motivated and able to function with minimal supervision, and flexible enough to work within a team environment or independently as required.
Ability to define problems, collect data, establish facts, and individually draw valid conclusions.
Detail‑oriented with strong technical and analytical skills, and an ability to multi‑task and handle deadlines.
Minimum of three years of experience working in Compliance, Banking or Financial Services.
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$68k-86k yearly est. 2d ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore 4.9
New York jobs
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team (“SDSA”) located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
One year of professional experience
Strong academic record
An excellent, team-based attitude
Strong work ethic and high energy level
Excellent communication skills (written and verbal)
Proficient in Microsoft Office, specifically PowerPoint and Excel
Exceptional attention to detail
Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
401(k) Retirement Plan
Life and disability insurance, including additional voluntary financial protection insurance
Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
Family-building and family-support benefits
Paid parental, caregiver, marriage and bereavement leave
Commuter benefits, health club membership discounts, and other corporate discounts
Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
$70k-90k yearly 60d+ ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore Inc. 4.9
New York, NY jobs
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
* One year of professional experience
* Strong academic record
* An excellent, team-based attitude
* Strong work ethic and high energy level
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically PowerPoint and Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$70k-90k yearly 4d ago
2027 Summer Analyst, Investment Banking (New York)
FT Partners 4.5
New York, NY jobs
2027 Investment Banking Summer Analyst (NY)
Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 250+ global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm's success. Senior bankers at the Firm are formerly of Goldman Sachs, JP Morgan, Evercore and Barclays.
Role Description
Our Summer Analyst program begins in June 2027 and requires an 8-week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day-to-day activities of each transaction. Responsibilities include: financial modeling, company valuation, financial performance analysis, corporate and industry research, due diligence, strategic analyses of companies, preparation of marketing and presentation materials, management presentations and offering memorandums.
General Qualifications
Undergraduate or Master students with a graduation date of December 2027 - June 2028
Finance or Accounting major preferred
Minimum 3.7 cumulative GPA
1400 SAT / 30 ACT strongly preferred
Prior finance and/or accounting internship experience ideal
Excellent problem solving and analytic ability
Strong work ethic and a drive for perfection
Ability to perform under pressure amid tight deadlines
Team player, self-motivated, and entrepreneurial
Strong quantitative and technical skills
Strong data management and research skills
Maturity and poise to work directly with client executives
Attention to detail, strong writing and verbal communication skills
Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future
Why FT Partners?
Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
Executing both billion dollar and early stage / high-growth VC transactions
Excellent career path, strong and competitive compensation
Unparalleled deal flow with premier client base
Access to world-class executives at high-growth companies
Dominant footprint in the one of largest sectors: financial technology
Top-notch financial sponsor relationships
Close-knit, rapidly growing team
Selected transactions include advising:
Deribit's $4.3 billion Sale to Coinbase
Divvy's $2.5 billion Sale to Bill.com
AvidXchange's $2.2 billion Sale to TPG & Corpay
GreenSky's $2.2 billion Sale to Goldman Sachs
Truebill's $1.3 billion Sale to Rocket Companies
Revolut's $1.3 billion Financing at a $33 billion Valuation
Finicity's $1 billion Sale to Mastercard
Intermex's $500 million Sale to Western Union
SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
Bilt's $250 million Financing at a $10.75 billion Valuation
Lumin Digital's $200 million Growth Financing
Stash's $146 million Series H Financing
CloudWalk's $150 million Financing at a ~$2.2 billion Valuation
To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.
The annual salary for this position at commencement of employment is $110,000/year. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
$110k yearly Auto-Apply 6d ago
2027 Jefferies Finance Summer Analyst Program - New York, Private Credit
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
About Jefferies Finance
Founded in 2004, Jefferies Finance LLC ("JFIN") is a leading leveraged loan investor and arranger owned equally by MassMutual and Jefferies Group LLC. JFIN manages nearly $17 billion across two primary lines of business:
Private Credit Investment Management: Through Jefferies Credit Partners, JFIN is a leading direct lender and investor in broadly syndicated loans, managing portfolios of senior debt investments made primarily to Private Equity Sponsor owned companies. Investments are managed across multiple private credit funds, SMAs, and CLOs.
Loan Underwriting and Arrangement: JFIN underwrites and arranges leveraged loans for Private Equity Sponsors and their portfolio companies globally and is a market leading arranger of U.S. LBO Loans.
What we look for in a candidate
Successful Analysts will be able to multi-task & manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. Although a background in accounting or finance is helpful, JFIN hires Analysts who have studied a variety of disciplines.
What you can expect
Summer Analysts will gain exposure to private credit underwriting, origination, and business development
Private Credit Underwriting: Analysts are staffed on teams of 3 to 5 members and are primarily responsible for (i) conducting company and industry due diligence and credit analysis on new debt financing opportunities, (ii) preparation of approval memoranda for internal credit approval processes, and (iii) assistance with execution of transactions and on-going portfolio management.
Analysts are generalists and will have exposure to deal flow in industries including, but not limited to, aerospace & defense, business services, consumer & retail, healthcare, industrials, media, technology and telecommunications.
Private Credit Origination: Analysts will support the Private Credit Origination team and work directly with senior team members on client research and marketing materials
Private Credit Business Development: Analysts will support the Private Credit Business Development team and work directly with senior team members on preparing fundraising presentations, communications with prospective investors / limited partners, and investor requests
*Must graduate December 2027-June 2028*
ABOUT US
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $110,000 (pro-rated for the 10-week internship program).
$71k-99k yearly est. 29d ago
2027 Fixed Income Sales & Trading Summer Analyst - New York
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. You'll be exposed to Jefferies' full range of products and leading industry expertise. Our lean team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior professionals that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day- to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts will receive formal performance reviews.
In addition to working on projects that incorporate research, analysis and recommendations, Summer Analysts are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
What we look for in a candidate
We look for candidates who are eager to make an impact to our clients by doing real, hands-on work. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and relationship management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines.
WORK WITH US - FIXED INCOME
FIXED INCOME
Jefferies' Fixed Income Department is a significant provider of liquidity, execution and underwriting expertise with over 550 institutional sales and trading professionals who focus on providing best in class trade execution, ideas and service to our clients. Summer Analysts gain valuable experience across an array of Fixed Income products. Summer Analysts will participate in desk rotations which may include: Foreign Exchange, Investment Grade, Leveraged Finance, Global Rates, Emerging Markets, Municipals, Mortgages or Fixed Income Strategy.
ABOUT US
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $100,000 (pro-rated for the 10-week internship program).
$71k-99k yearly est. 29d ago
2027 Equity Sales & Trading Summer Analyst - New York
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. You'll be exposed to Jefferies' full range of products and leading industry expertise. Our lean team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior professionals that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help enhance your experience with us, Interns will receive formal performance reviews.
In addition to working on projects that incorporate research, analysis and recommendations, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
What we look for in a candidate
We look for candidates who are eager to make an impact to our clients by doing real, hands-on work. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and relationship management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines.
WORK WITH US - Opportunities Exist across Sales & Trading
Equity Sales & Trading
Jefferies' Equities department is a significant provider of liquidity, execution and underwriting expertise with over 700 Institutional Sales & Trading and Research professionals who focus on providing best in class trade execution, ideas and service to our clients. Summer Analysts gain valuable experiences across an array of Equities products. Summer analysts will participate in desk rotations which may include: Sales Trading, Trading, Research Sales, Derivatives, Prime Brokerage, Electronic Trading, Convertibles, Event Driven, and Desk Strategy.
ABOUT US
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $100,000 (pro-rated for the 10-week internship program).
$71k-99k yearly est. 29d ago
Equity Analyst
Morningstar 4.5
Chicago, IL jobs
The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role
Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or “moats,” and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements.
Expectations and Goals
Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic.
Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model.
Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors.
Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
Promptly and diligently answer client inquiries regarding covered companies.
Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
Always act with impartiality and an ‘investors first' attitude.
Qualifications
Intelligence, energy, motivation, and a high degree of personal integrity.
Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
Creativity, with a penchant for experimenting with new ways to approach questions.
Strong attention to detail.
Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
Ability to communicate complex ideas clearly and succinctly.
Comfortable drawing conclusions amid incomplete information and under tight deadlines.
Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
Bachelor's degree; CFA designation and/or MBA preferred.
Three plus years of relevant experience either in equity research or industry.
Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.
Please submit a resume, cover letter, and prior investment recommendation with your application materials.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
$114.1k-194k yearly Auto-Apply 40d ago
Equity Analyst
Morningstar Inc. 4.5
Chicago, IL jobs
The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role
Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements.
Expectations and Goals
* Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic.
* Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model.
* Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors.
* Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
* Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
* Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
* Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
* Promptly and diligently answer client inquiries regarding covered companies.
* Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
* Always act with impartiality and an 'investors first' attitude.
Qualifications
* Intelligence, energy, motivation, and a high degree of personal integrity.
* Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
* Creativity, with a penchant for experimenting with new ways to approach questions.
* Strong attention to detail.
* Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
* Ability to communicate complex ideas clearly and succinctly.
* Comfortable drawing conclusions amid incomplete information and under tight deadlines.
* Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
* Bachelor's degree; CFA designation and/or MBA preferred.
* Three plus years of relevant experience either in equity research or industry.
* Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.
Please submit a resume, cover letter, and prior investment recommendation with your application materials.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
* Financial Health
* 75% 401k match up to 7%
* Stock Ownership Potential
* Company provided life insurance - 1x salary + commission
* Physical Health
* Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
* Additional medical Wellness Incentives - up to $300-$600 annual
* Company-provided long- and short-term disability insurance
* Emotional Health
* Trust-Based Time Off
* 6-week Paid Sabbatical Program
* 6-Week Paid Family Caregiving Leave
* Competitive 8-24 Week Paid Parental Bonding Leave
* Adoption Assistance
* Leadership Coaching & Formal Mentorship Opportunities
* Annual Education Stipend
* Tuition Reimbursement
* Social Health
* Charitable Matching Gifts program
* Dollars for Doers volunteer program
* Paid volunteering days
* 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
$114.1k-194k yearly Auto-Apply 39d ago
Chinese Policy AI Research Associate
Bridgewater Associates LP 4.9
New York, NY jobs
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
About the Asia Strategies Team
The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region.
Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China.
About Your Role
As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets.
You will drive the following responsibilities:
Analyze China's policy landscape as it informs asset markets & economies
Source, translate, and interpret Chinese-language policy documents, data, and media sources
Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data
Track developments in China's government policy framework
Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities.
Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor.
Minimum Qualifications
Fluent in Mandarin (reading, writing, and professional communication)
Strong understanding of China's government structure, policy process, and AI ecosystem
Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned
Ability to engineer prompts, and deploy models in the service of the goal
Proven ability to work effectively with research, engineering, and data science teams
Bachelor's or advanced degree in a relevant field
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our New York City campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we
do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
$160k-225k yearly Auto-Apply 60d+ ago
Chinese Policy AI Research Associate
Bridgewater Associates 4.9
New York, NY jobs
About Bridgewater
Br
About the Asia Strategies Team
The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region.
Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China.
About Your Role
As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets.
You will drive the following responsibilities:
Analyze China's policy landscape as it informs asset markets & economies
Source, translate, and interpret Chinese-language policy documents, data, and media sources
Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data
Track developments in China's government policy framework
Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities.
Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor.
Minimum Qualifications
Fluent in Mandarin (reading, writing, and professional communication)
Strong understanding of China's government structure, policy process, and AI ecosystem
Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned
Ability to engineer prompts, and deploy models in the service of the goal
Proven ability to work effectively with research, engineering, and data science teams
Bachelor's or advanced degree in a relevant field
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our New York City campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we
do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
The Program: At Morningstar, we seek individuals who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed.
About the role: Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector.
Expectations or Goals
Acquire a deep understanding of the companies and industries your team covers by gathering and interpreting relevant research, news, and data.
Build modeling expertise by helping your teammates develop and maintain company and industry models.
Develop high proficiency with Morningstar's equity research methodologies and disciplines relevant to equity research, including financial statement analysis and corporate finance.
Support your team's efforts to publish timely and insightful research updates aimed at broad audience of investors.
Collaborate with teammates on “deep dive” research that is differentiated, substantiated, and clearly communicated.
Sharpen your awareness of behavioral biases and embody an “investors first” mindset at all times.
Location: Chicago
Start Date: July 6th 2026
What We Look For:
Between 0-2 years of professional work experience.
A Bachelor's degree completed no later than May 2026. All majors welcome.
Highly motivated to succeed in a stimulating environment.
Irrepressible curiosity, with an eagerness to dig deep and explore widely.
Creativity, with a penchant for experimenting with new ways to approach questions and puzzles.
High personal standards for thoroughness and attention to detail.
Strong reasoning skills.
Ability to communicate complex ideas clearly and succinctly.
Progress toward CFA designation and/or MBA preferred.
Comfortable drawing conclusions amid incomplete information and under tight deadlines.
Collaborative mindset, capable of respectfully accepting and providing constructive feedback.
Must possess unrestricted right to work in the U.S. in this position
A resume is to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload
Total Cash Compensation Target
91,300 USD
Inclusive of annual base salary and target incentive
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
$68k-93k yearly est. Auto-Apply 60d+ ago
2027 Summer Analyst Program - Global Markets, Sales & Trading (New York)
TD Bank 4.5
New York, NY jobs
Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
2027 Summer Analyst Program - Global Markets, Sales & Trading (New York)
As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With over 7,200 professionals operating in 39 cities across the globe, we work closely with our clients to help them meet their needs today and prepare for tomorrow.
JOB OVERVIEW
TD Securities is looking for candidates with varying backgrounds and experiences to join our 2027 Summer Analyst Program - Global Markets, Sales & Trading and be immersed in our inclusive culture!
This program will connect you with experienced professionals through on-the-job training and desk rotations throughout the Sales and Trading platform. You will work alongside industry experts in a fast-paced collaborative environment. This is a ten-week program running from early June to mid-August in person in our offices in New York City.
As a Summer Analyst, you will rotate across one of the following groups within Sales & Trading: Equities and Fixed Income.
Equities
Our Equities platform offers world-class distribution capabilities, market intelligence, and valuable industry access: ADR training, cash equities sales & trading, corporate access, equity options and alternative strategies, ETF trading, global electronic trading, global portfolio trading, structured notes, swaps and delta one.
Summer Analysts will rotate across several desks, including Institutional Equity Sales, Equity Sector Trading, Electronic Trading, Market Structure, Options and Events, Equity Linked Cross Asset, Prime Brokerage, and Corporate Access.
Fixed Income
Our Fixed Income platform offers a comprehensive product suite focused in areas where we provide consistent liquidity and solutions that drive value, delivered by a globally integrated sales and trading team: automated trading, credit, foreign exchange, municipal, securitized, and linear and non-linear rates.
Summer Analysts will rotate across several desks, including IG Credit Sales and Trading, US Rates Sales and Trading, Repo Trading, Global Equity Derivatives Sales and Trading, Securitized Sales and Trading, Emerging Markets Trading, Institutional FX Sales, High Yield Sales and Trading, and Cross Asset Sales.
Responsibilities Include
Training & Orientation:
The internship will begin with a firmwide Orientation to integrate you into the culture of the organization, followed by an interactive technical training program. This program is designed to teach you the building blocks of financial institutions and jargon of Global Markets and will prepare you for the next nine weeks of the internship.
Mentorship and Networking:
The internship will include a formal mentorship with employees who will act as a career guide for navigating your experience at TD Securities and beyond. Summer Analysts will have the opportunity to engage in a Senior Speaker Series designed to familiarize participants with the workings of Global Markets as well as our Corporate & Investment Banking, Equity Research, and Business Operations divisions. Summer Analysts will also be able to participate in social networking events with one-another as well as employees of the Firm to experience our culture and assimilate into our Firm.
Hands-on Experience:
This is an opportunity to experience our unique culture, work on a fast-paced trading floor, attend client meetings, and build fundamental skills. You will be working with individuals across the floor to understand different aspects of Global Markets, ultimately leading to a final presentation designed to showcase critical thinking skills and increase professional presence (ie: final trade presentation).
QUALIFICATIONS
* Pursuing a (4) year university or college degree with an anticipated graduation date between December 2027 and June 2028.
* You must be work authorized in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension.
* No prior experience in finance is required, but a keen interest in financial markets is requested.
* Results driven, proven academic excellence and strong interpersonal skills.
* High ethical and professional standards.
* Strong financial/analytical skills, knowledge of MS Excel preferred
* Proactive and highly motivated
* Able to work effectively in a team environment and independently
* Demonstrated leadership (i.e. sports, clubs, extracurricular activities, and philanthropy, etc.)
Application Deadline: February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
Depth & Scope:
* Builds an understanding of the businesses and Customers the role supports
* May answer and direct incoming calls internally and externally
* Provides support for Manager and others areas, as indicated
* May assist in completing various departmental projects/reports
* May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
* Analyzes specific accounts
* Assists in the preparation of specific federal and state returns
* Assists with projects
* Assists in the audit requests
* Assists with operational and administrative functions
* May support or partner with several business functions/areas/departments
* Participates in various projects and tasks, as assigned
Education & Experience:
* High School Diploma required
* Currently enrolled in 4 year college program or post graduate program
* 3.2 GPA or higher preferred
* Excellent computer skills, including Microsoft Office
* Excellent interpersonal skills
* Demonstrated leadership qualities
* Good written and oral communications skills
* Detail oriented and self-motivated
* Ability to handle multiple tasks in a fast-paced environment
* Ability to work in an office environment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$30-45 hourly Auto-Apply 7d ago
2027 Summer Analyst Program - Investment Banking, Healthcare (New York)
TD Bank 4.5
New York, NY jobs
Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
2027 Summer Analyst Program - Investment Banking, Healthcare (New York)
TD Securities is a market leader in Capital Markets and Corporate & Investment Banking, delivering a full suite of integrated products and services across a wide range of industries. Our Investment Banking business provides world-class advice and execution services to guide corporations, financial institutions and financial sponsors through strategic M&A opportunities and capital markets transactions. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships.
Our Investment Banking Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models.
Healthcare Investment Banking Summer Analysts will gain exposure across both Biotech and Tools & Diagnostics (subverticals of focus for the New York Healthcare team). As a summer analyst, you will:
* Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills.
* Build and maintain complex financial models.
* Perform various financial analyses and apply valuation tools to assess opportunities.
* Conduct comprehensive and in-depth company and industry research.
* Draft external marketing materials and client pitch presentations.
* Support in the execution of financing and M&A transactions.
* Collaborate with various teams across the Corporate & Investment bank.
What makes Investment Banking right for you?
Investment Banking at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models.
* Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating.
* Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm.
Who We Are Looking For
* Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028.
* Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension
* Results driven, proven academic excellence and strong interpersonal skills.
* High ethical and professional standards.
* Strong financial/analytical skills, knowledge of MS Excel preferred.
* Proactive and highly motivated.
* Able to work effectively in a team environment and independently.
* Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
Application Deadline: February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
Depth & Scope:
* Builds an understanding of the businesses and Customers the role supports
* May answer and direct incoming calls internally and externally
* Provides support for Manager and others areas, as indicated
* May assist in completing various departmental projects/reports
* May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
* Analyzes specific accounts
* Assists in the preparation of specific federal and state returns
* Assists with projects
* Assists in the audit requests
* Assists with operational and administrative functions
* May support or partner with several business functions/areas/departments
* Participates in various projects and tasks, as assigned
Education & Experience:
* High School Diploma required
* Currently enrolled in 4 year college program or post graduate program
* 3.2 GPA or higher preferred
* Excellent computer skills, including Microsoft Office
* Excellent interpersonal skills
* Demonstrated leadership qualities
* Good written and oral communications skills
* Detail oriented and self-motivated
* Ability to handle multiple tasks in a fast-paced environment
* Ability to work in an office environment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$30-45 hourly Auto-Apply 7d ago
2027 Summer Analyst Program - Capital Markets (New York)
TD Bank 4.5
New York, NY jobs
Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
2027 Summer Analyst Program - Capital Markets (New York)
TD Securities is a market leader in capital markets advisory and underwriting. Our Capital Markets business is comprised of Debt Capital Markets (DCM), Equity Capital Markets (ECM) and Leveraged Finance (LevFin). We advise clients on a broad range of strategic and tactical goals, including capital structure optimization, equity + debt market positioning and issuance, and investor communication strategies. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships.
* DCM products include bonds, hybrid capital, project finance, liability management, foreign exchange, and rates solutions.
* ECM products include IPOs, follow-on offerings, private placements, convertible debt, and equity derivatives.
* LevFin products include leveraged loans, high yield bonds, acquisition and growth financing, and private credit solutions.
The Capital Markets Summer Analyst program offers a broad and exciting experience working within the Global Capital Markets business while also interacting with other groups throughout the firm. Following the selection process, successful candidates will be placed with one of the three Capital Markets teams listed above. As a summer analyst, you will:
* Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills.
* Create pitch books, market updates, pricing updates, and other client materials.
* Assist in live deals including origination, structuring and syndication of debt and equity offerings.
* Monitor the global markets to identify trends and develop insights used in client communications.
* Develop relationships with Capital Markets professionals and more broadly across TD Securities.
What makes Capital Markets right for you?
* Capital markets is a hybrid job that intersects the transaction-oriented nature of banking and the markets-facing aspects of sales and trading. The role combines the technical, client-focused, project-based work found in banking with the fast-paced, market-driven environment of a sales and trading desk.
* We sit at the heart the organization between banking, sales and trading, and equity research, providing the greatest amount of exposure to all parts of the bank.
* The role is dynamic, with each day different than the day before depending on news flow, market headlines, and macro events.
* Our flat organization and highly collegial structure has analysts sitting on trading-style desks adjacent senior bankers to foster learning, client interaction, and relationship building.
* Lean deals teams allow each member to do real work and gain meaningful client exposure-all the way from origination through execution.
* TD Securities Capital Markets provides a strong and immersive mentorship program that will deliver all the tools necessary for you to succeed as a full-time analyst!
Who We Are Looking For
* Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028.
* Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension
* Results driven, proven academic excellence and strong interpersonal skills.
* High ethical and professional standards.
* Strong financial/analytical skills, knowledge of MS Excel preferred.
* Proactive and highly motivated.
* Able to work effectively in a team environment and independently.
* Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
Application Deadline: February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
Depth & Scope:
* Builds an understanding of the businesses and Customers the role supports
* May answer and direct incoming calls internally and externally
* Provides support for Manager and others areas, as indicated
* May assist in completing various departmental projects/reports
* May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
* Analyzes specific accounts
* Assists in the preparation of specific federal and state returns
* Assists with projects
* Assists in the audit requests
* Assists with operational and administrative functions
* May support or partner with several business functions/areas/departments
* Participates in various projects and tasks, as assigned
Education & Experience:
* High School Diploma required
* Currently enrolled in 4 year college program or post graduate program
* 3.2 GPA or higher preferred
* Excellent computer skills, including Microsoft Office
* Excellent interpersonal skills
* Demonstrated leadership qualities
* Good written and oral communications skills
* Detail oriented and self-motivated
* Ability to handle multiple tasks in a fast-paced environment
* Ability to work in an office environment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$30-45 hourly Auto-Apply 7d ago
2027 Summer Analyst Program - Corporate Banking (New York)
TD Bank 4.5
New York, NY jobs
Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
2027 Summer Analyst Program - Corporate Banking (New York)
TD Securities is a market leader in Corporate Banking, providing a comprehensive range of financial services and solutions to meet the needs of large corporations, financial institutions, and government entities. Our Corporate Banking division offers tailored products across Lending, Syndications, Capital Markets, Treasure Solutions and Cash Management, helping clients navigate complex financial challenges and seize growth opportunities. With a client first, solution-oriented approach, we build long-term relationships by delivering high-quality, customized solutions that drive success and create value.
The Corporate Banking Summer Analyst program provides an exciting opportunity to gain hands-on experience and deep insights into the day-to-day operations of the Corporate Banking team. As a summer analyst, you will:
* Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills.
* Collaborate closely with professionals across various sectors, gaining exposure to the strategies, products, and services that drive our business.
* Engage with clients, analyze market trends, and contribute to key strategic initiatives that will help shape the future of TD's Corporate Banking division.
* Work at the intersection of several key functions, including relationship management, credit risk, and financial analysis.
* Following the interview process, selected candidates will be placed within one of the Corporate Banking teams: Communications & Media, Consumer & Retail, Financial Institutions, Healthcare, Industrials, Energy, or Technology.
What makes Corporate Banking right for you?
* Corporate Banking blends the transaction-oriented nature of lending with the relationship driven, advisory elements of client management. This role offers the opportunity to work on complex, high-impact transactions while building and maintaining client relationships.
* Corporate Banking provides exposure to a wide range of activities and the chance to collaborate with teams across the firm, including Investment Banking, Capital Markets, and Treasury Services.
* Each day in Corporate Banking is different, shaped by client needs, market conditions, and industry developments. You will respond to changing circumstances, helping to craft tailored solutions for clients while staying up to date on macro-economics trends and market views.
* With a flat organization structure, our program ensures that analysts work closely with all levels of bankers within deal teams. This fosters a learning culture where you will gain hands-on experience, interact directly with clients, and build meaningful relationships within the firm.
* TD's Corporate Banking teams operate in lean deal groups, allowing analysts to take on significant responsibility early on. From assisting with origination to supporting the execution of key transactions, you will be involved in every step of the process, ensuring you gain deep insight and meaningful exposure to the full spectrum of Corporate Banking activities.
* This program offers an excellent opportunity to build a solid foundation in Corporate Banking, work on innovative financial solutions, and develop valuable skills in a dynamic, client-focused environment.
Who We Are Looking For
* Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028.
* Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension.
* Results driven, proven academic excellence and strong interpersonal skills.
* High ethical and professional standards.
* Strong financial/analytical skills, knowledge of MS Excel preferred.
* Proactive and highly motivated.
* Able to work effectively in a team environment and independently.
* Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
Application Deadline: February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
Depth & Scope:
* Builds an understanding of the businesses and Customers the role supports
* May answer and direct incoming calls internally and externally
* Provides support for Manager and others areas, as indicated
* May assist in completing various departmental projects/reports
* May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
* Analyzes specific accounts
* Assists in the preparation of specific federal and state returns
* Assists with projects
* Assists in the audit requests
* Assists with operational and administrative functions
* May support or partner with several business functions/areas/departments
* Participates in various projects and tasks, as assigned
Education & Experience:
* High School Diploma required
* Currently enrolled in 4 year college program or post graduate program
* 3.2 GPA or higher preferred
* Excellent computer skills, including Microsoft Office
* Excellent interpersonal skills
* Demonstrated leadership qualities
* Good written and oral communications skills
* Detail oriented and self-motivated
* Ability to handle multiple tasks in a fast-paced environment
* Ability to work in an office environment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.