Vista Equity Partners jobs in New York, NY - 178 jobs
Associate, Private Equity Compliance
Vista Equity Partners 4.4
Vista Equity Partners job in New York, NY
Vista Equity Partners ("Vista") is seeking to hire a Compliance Analyst or Associate (subject to experience) to support Vista's Private Equity Compliance program. This individual will proactively assist in identifying and containing compliance risk, foster a business-oriented compliance function, and help the organization embrace compliance.
Successful candidates will possess a high level of personal accountability, a strong work ethic, strong organizational skills, and the ability to work as a part of a team or individually with limited supervision. This is a highly visible and impactful role that will require excellent communication skills and a professional demeanor.
This role is for an immediate start and based in New York, NY or San Francisco, CA.
Responsibilities
* Conduct ongoing internal testing to assess the effectiveness of Vista's policies and procedures, identify potential enhancements, and help ensure adherence to regulatory requirements.
* Coordinate with external compliance consultants on periodic reviews; assist with document requests and participate in interviews with key business partners to provide accurate and thoughtful responses.
* Support the Compliance Team in preparing and filing required regulatory filings, including Form ADV, Form 13F, Form PF, CFTC filings, etc., as well as assist with proxy voting oversight.
* Partner with Vista's investor relations and marketing teams to review and approve marketing materials and social media communications to ensure compliance with the SEC's Marketing Rule.
* Assist with SEC examinations and regulatory inquiries, including document collection, coordination across internal teams, and drafting responses.
* Conduct independent research and analysis on compliance and regulatory developments relevant to private fund advisers.
* Perform other ad hoc projects and initiatives to support the broader Compliance Team.
Qualifications
* Bachelor's Degree
* 3-4 years of experience in a compliance or related role at a registered investment adviser or broker dealer preferred.
* Ability to work in a fast-paced and dynamic environment with changing
* Strong organizational, analytical, written, and verbal communication
* Excellent interpersonal skills and client service
* Excellent time management, organization, and prioritization Ability to work as a part of a team or individually with limited supervision is highly essential.
* Working knowledge of compliance testing, SEC Rule 206(4)-7, and SEC and FINRA marketing rules is also highly desired.
The pay range for this role is expected to be between $110,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$110k-150k yearly 27d ago
Looking for a job?
Let Zippia find it for you.
Director, Head of Security Operations
Vista Equity Partners 4.4
Vista Equity Partners job in New York, NY
The Head of Security Operations is a senior leadership role responsible for overseeing and directing the security operations of our organization. This includes managing the day-to-day execution of our cybersecurity countermeasures to ensure the safety and security of our people, digital assets, and technology.
Responsibilities
Strategic Oversight & Leadership:
* Develop and implement comprehensive security strategies, aligning with organizational objectives, legislative requirements, and industry best practices as outlined by the CISO.
* Manage the security operations team to successful outcomes.
* Actively participate as a member of the security leadership team and collaborate with other SLT members on initiatives and projects.
* Measure the comprehensiveness, effectiveness and growth of security operations domains, create CISO dashboards indicating trends, propose changes, projects or other initiatives to enhance these programs.
Collaboration: Build and maintain effective relationships with stakeholders, including:
* Security leadership team
* IT and technology teams
* Business leaders and executives
Security Operations Management: Lead and manage a team of security professionals, including employees and vendors, to build and execute day-to-day Security Operations including:
* Asset Management - Discover, inventory and classify all information assets (devices, networks, users, applications and data) so that we are able to appropriately protect and monitor our environment.
* Threat Management- Ingest and develop cyber threat information in order to strengthen our defenses, while working with trusted partners to better prevent, detect and respond to cyber incidents effectively, and to assist our partners to do the same.
* Data Protection - Identify, organize and protect Vista data at rest, in motion, and in use. Safeguard Vista data through consistent policy enforcement and control optimization.
* Platform Protection - Ensure Vista's platforms are managed consistent with Vista's risk and threat landscape to protect their Confidentiality, Integrity, and Availability. Ensure the SOC has the ability to respond to identified compromises quickly and thoroughly.
* Identity and Access Management - Ensure that only the right individuals have access to the right resources under the right circumstances and for the right reasons. Develop mechanisms to detect and respond to identities with overly permissive access rights.
* Secure Culture - Empower end users to be cyber "sentries;" always on alert, knowledgeable of cyber threats, and proactive in reporting suspicious activity to the security team. Make the "security mindset" the default.
* Security monitoring and response - Determine when an event is a security incident that requires investigation or action to minimize impact to the business for any cyber security related Drive continuous monitoring, rapid triage, and effective incident response to minimize business disruption.
Training and Development:
* Stay up-to-date with emerging threats and technologies; and implement changes to security operations and strategies as needed.
* Ensure security team members possess the necessary skills and knowledge to perform their duties effectively. Coach and mentor appropriately.
* Develop and implement training programs and goals for security staff allowing for upskilling and cross training within the team.
Budget and Resource Management:
* Oversee the security operations budget, monitor expenses, and ensure efficient allocation of resources.
Qualifications
* Minimum of 10 years of experience in cybersecurity, including 4+ years managing security operations teams (including operations functions outside of SOC).
* Bachelor's degree in computer science, Information Technology, Cybersecurity, or a related field, or equivalent experience.
* Significant experience in managing information security operations or incident response activities in a complex, fast-paced organization.
* Ability to pivot from manager role to hands-on tasks as situations require it.
* Excellent leadership and communication skills.
* Certifications such as CISSP, CISM, or ISSMP a plus.
* Ability to build effective relationships and collaborate with diverse stakeholders.
* A positive attitude and a passion for solving problems.
* Ability to work at a fast-pace and think creatively.3
* Ability to lead and pivot quickly in a dynamic, high-pressure environment.
* Broad knowledge of security technologies and trends
* Ability to apply technical concepts to problem solving.
* Proficiency with scripting and automation.
The annualized base pay range for this role is expected to be between $215,000 - $245,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. The focus of Vista's Value Creation Team is to accelerate the corporate maturity of its companies - building software businesses that excel in product superiority and operational efficiency. Their collective counsel and resources allow companies to unlock opportunity, scale their business and grow sustainably to deliver value to all stakeholders. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$215k-245k yearly 27d ago
Senior Executive Assistant
Atlas Advisors, LLC 3.8
New York, NY job
Job DescriptionSupport the Mission of the U.S. International Development Finance Corporation (DFC) Atlas Advisors, LLC (ATLAS) is seeking a Senior Executive Administrative Assistant to provide executive level administrative support to senior leadership at the U.S. International Development Finance Corporation (DFC) in New York City. This role supports high visibility and mission critical operations and requires a professional who can operate independently, exercise sound judgment, and serve as a trusted partner to executive leadership in a fast-paced environment.
**This position is contingent on contract award**
Position Overview
The Senior Executive Administrative Assistant provides direct support to senior leadership and executive offices. This position manages complex administrative workflows, ensures coordination across stakeholders, and supports high priority leadership actions, correspondence, and scheduling. The position may oversee or guide the work of less senior staff and may be responsible for ensuring administrative continuity across a designated office or function.
Key Responsibilities
Organize and prioritize a high incoming flow of work for DFC senior leaders and or their offices
Respond to and schedule requests for meetings, invitations, and participation in events
Greet and escort guests at DFC NYC and other DFC office locations
Maintain a control and follow up system for incoming workload and correspondence
Draft and proofread correspondence, reports, and other documents
Serve as a primary point of contact for the executive office and ensure communications are routed, tracked, and handled appropriatel
Assist with travel coordination and voucher processing as needed
Maintain records and databases, including tracking projects and deadlines
Provide guidance or oversight to less senior administrative staff and support continuity of executive office processes when assigned
Process internal ethics clearances for speaker participation at events or widely attended gatherings
Qualifications
Required
U.S. Citizen
Must be eligible to obtain and maintain a Public Trust clearance.
MA/MS degree required in Business Administration, Public Administration, Management, Organizational Leadership, International Relations, Communications, or a related field.
Minimum of 7 or more years of experience providing executive level administrative support in one or more of the following environments:
Federal government
State or local government
Corporate executive offices
Nonprofit or comparable professional settings
Demonstrated experience supporting senior leadership and managing high visibility executive office operations
Strong written and verbal communication skills, including experience drafting and editing professional correspondence
Proven ability to perform all functional duties independently and manage competing priorities in a fast-paced environment
Desired
Advanced proficiency with Microsoft Office Suite and scheduling platforms
Bilingual proficiency in English and Spanish or English and Portuguese
Compensation & Benefits
Competitive salary commensurate with experience.
401(k) retirement plan.
Full medical care benefits package.
Training and professional development.
Company-provided life insurance.
Short-term & long-term disability.
Paid time off.
$104k-167k yearly est. 10d ago
Sr. Technical Recruiter, Fintech
Fintech Recruiters 4.2
New York, NY job
Our client is looking to hire an experienced Technical Recruiter with strong Capital Markets and/or Financial Services experience to join their growing Fintech Consulting firm.
You will:
Source, interview, and select applicants for technical positions.
View applications.
Call applicants and perform phone screens.
Have applicants come in for formal interviews.
Instruct applicants on the nature of the job and whom they will be speaking with during the interview.
Facilitate meeting between hiring manager and applicant.
Interview applicants.
You bring:
Minimum 5 years professional recruiting experience within an agency environment.
Minimum of 2 years Staff Aug experience
ATS experience required.
Previous experience with recruiter metrics such as time to fill, client satisfaction and sourcing mix highly preferred.
Prior technical recruiting experience required (software developers, QA, project managers, etc).
Connecting Game Changers in Fintech
Fintech Recruiters specializes in placing highly sought after financial technology (FinTech) talent with disruptive startups and innovative companies in the FinTech space.
Our core strength is recruiting talented client-facing FinTech Sales Executives, Implementation Managers, Product Managers, Marketing Managers, Pre and Post-Sales Consultants, Business Analysts, Project Managers and C-level Execs in New York, San Francisco, Toronto, Atlanta, London, Hong Kong and Singapore.
$81k-110k yearly est. 60d+ ago
Assurance Intern- Winter 2027
Rsm 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.
Examples of the candidate's responsibilities include:
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
Developing an understanding of the RSM audit approach and tools
Assessing risks and evaluating the client's internal control structure
Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
Drafting financial statements under prescribed formats
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $36 - $43 per hour
$36-43 hourly Auto-Apply 5d ago
Accounting and Finance Consulting - Director, Strategic Finance and FP&A, Advanced Decision Modeling
RSM 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSMUS is currently seeking a Director to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.
The ideal Director candidate has 8+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.
Responsibilities:
* Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
* Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
* Study economic and business trends
* Be current with business and economic issues relevant to the client's business.
* Utilize technology and tools to provide innovative high value services
* Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
* Train, oversee and support staff members
* Develop new business and maintain strong relationships with clients
Qualifications:
* 8+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings
* 5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
* Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
* Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
* Client deliverables, findings, and solutions
* Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
* Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
* Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,
* Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
* Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
* Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
* Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
* Willingness to travel up to 25% to meet client needs
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $126,500 - $254,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$126.5k-254.7k yearly Easy Apply 3d ago
Senior Account Executive, Fintech
Fintech Recruiters 4.2
New York, NY job
Our client is an established Fintech Managed Services consulting firm in New York City. They're growing their sales organization and are looking for high-energy Senior Account Executives to join their dynamic sales team.
You bring:
8-10 years Sales and Account Management experience within the IT consulting services and staffing industry.
Knowledge and experience with IT Staffing, Recruiting and Consulting Services practices.
Experience in Project Based Consulting and Solution Selling a plus.
Degree in Business, Marketing or Computer Science preferred.
Excellent verbal, written and communications skills.
Client Relationship Management skills.
Strategic Account Management and experience with Salesforce.com.
Financial Services industry knowledge preferred but not required.
You will:
Act in the Account Management capacity, support all day-to-day account and relationship Management activities including:
Identify, develop and sell new business opportunities into existing and new client relationships.
Support all aspects of account revenue generating activities including,prospecting, lead generation, opportunity qualification and organizational account mapping.
Actively manage a detailed sales pipeline to be maintained in SalesForce.
Successfully manage and grow key accounts, developing long-term customer relationships while building trusted client affinities with key client executives.
Assist with recruiting, hiring and contract management functions.
Participate in and support strategic selling and account planning endeavors including technical proposal development, RFPs/RFIs, deal structure, pricing,commercial contracts, SOWs etc.
Assist and manage ongoing lead gen and marketing campaigns, case study development, distribution, industry events participation, etc.
Work closely with consulting teams to keep abreast of current engagement activities and issues and to support client advocacy matters.
Competitive compensation + Benefits
Connecting Game Changers in Fintech
Fintech Recruiters specializes in placing highly sought after financial technology (FinTech) talent with disruptive startups and innovative companies in the FinTech space.
Our core strength is recruiting talented FinTech Sales Executives, Implementation Managers, Product Managers, Marketing Managers, Pre and Post-Sales Consultants, Business Analysts, Project Managers and C-level Execs in New York, San Francisco, Toronto, Atlanta, London, Hong Kong and Singapore.
$79k-111k yearly est. 60d+ ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore Inc. 4.9
New York, NY job
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 10d ago
Managing Director, Institutional Sales (CMBS)
Mesirow Financial Holdings, Inc. 4.8
New York, NY job
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions.
The Opportunity
We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMBS Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self -motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford.
Requirements
* Bachelor's degree,
* Series 7 & 63 licenses
* A successful performance record of consistently generating
* Exceeding revenue targets at a top brokerage firm
* An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested
In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program.
EOE
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a Management Consulting Supervisor at RSM, you will work with Tech Sector clients while managing staff to deliver projects on time, on budget and in line with client expectations. RSM's Management Consulting, Tech Sector Advisory Group provides strategy and advisory assistance to improve the overall operational effectiveness of SaaS organizations. Key service offerings include:
Customer and Channel Partner Strategy
Operational Effectiveness Assessments across key functions
Business process optimization
Business process unification
Managed services - Continuous performance improvement
Responsibilities
Lead the execution of projects to help optimize all elements of a SaaS company including but not limited to: Sales Operations, Renewal Management, Customer Success, Services & Support, Finance
Expert understanding in SaaS company value creation and business operations including business process improvement, post-merger integration, end-to-end automation, technology architecture and strategy
Foundational understanding of corporate finance, accounting, management reporting, and business analysis
Subject matter expert in cross-functional business processes including: Lead to Quote, Quote to Order, Renewals, Order to Cash, Customer Success, Customer Journey, Services & Support
Strong at bringing together cross-functional teams, aligning around decisions and making recommendations to executive teams on business improvements
Drive high-quality work within expected timeframes and on budget. Monitor progress, manage risk and ensure clients are kept informed about progress and expected outcomes
Regularly involved in internal and external business development activities and identifies new opportunities through various channels
Understand firm capabilities and ability to expand client service across lines of business
Build client relationships and deliver quality client services.
Provide mentoring and motivate diverse client engagement teams by delivering constructive on-the-job coaching to team members, while fostering an innovative and inclusive team-oriented work environment
Basic Qualifications
Bachelor's degree required
SaaS industry experience either with a consulting firm or direct within industry in an operational role
Minimum 4 years' experience working in a large organization, professional services firm or CPA firm
Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
Executive presence and an understanding of stakeholder / client relationship management
Ability to travel > 50 % locally and internationally
Strong oral and written communication skills, including presentation skills
Preferred Qualifications
Proven skills as a team member, team lead or project manager on at least one full life cycle implementation
Experience in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines
Experience in the development of teams and staff
Committed to gaining exposure to multiple industries
History of collaborating with clients and other professional services areas
Industry or profession focused certification (i.e. Six Sigma / CPA, PMP)
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $107,000 - $214,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$107k-214.5k yearly Auto-Apply 13d ago
Experienced Analyst - Strategic, Defense, and Shareholder Advisory
Evercore Inc. 4.9
New York, NY job
Primary Responsibilities: The Analyst will provide value add analysis and research as part of the Strategic, Defense, and Shareholder Advisory team within the Advisory business. In this role, the Analyst will create client presentations regarding hostile activity, proxy fights, shareholder activism, and corporate governance. The Analyst will work on live activism and raid defense situations, as well as create materials for use in client presentations, internal meetings, and marketing initiatives. The Analyst will work in a team environment within Evercore's Strategic, Defense, and Shareholder Advisory practice.
Responsibilities include, but are not limited to the following:
* Create materials related to shareholder activism, hostile activity, shareholder engagement and corporate governance for use in client presentations, internal meetings and marketing initiatives
* Support live engagements, including proxy fights and raid defense situations, contested M&A and special committee assignments
* Perform research and analysis to identify company's potential vulnerabilities to activist shareholders or potential acquirors
* Monitor relevant trends and regulatory developments
* Collaborate closely with senior bankers and other internal teams on strategic mandates
Specific Qualifications:
* Graduate of Class of 2024 through Class of 2025
* Relentless work ethic and high energy level
* An excellent, team-based atttiude
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Intellectual curiosity and an interest in finance
Expected Base Salary Range: $120,000-$140,000.
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.
$120k-140k yearly 19d ago
2027 Strategic Advisory: Mergers & Acquisitions Summer Analyst Program - New York Generalist
Evercore Inc. 4.9
New York, NY job
Evercore seeks to hire Investment Banking Summer Analysts for the 2027 New York Generalist Summer Analyst Program. Program Description: The Evercore Summer Analyst Program is a 10-week program designed to provide highly motivated undergraduates with a representative experience in strategic advisory and mergers and acquisitions. The Program seeks intelligent, mature individuals with the desire and flexibility to work in a boutique environment and learn on the job. In addition, Summer Analysts must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard. Evercore provides a robust internal training program to get Summer Analysts ready to hit the desk and add value quickly.
As part of the Program, Summer Analysts will work on a variety of assignments including: mergers and acquisitions advisory projects, restructurings, recapitalizations, divestitures, partnerships and joint ventures. As part of the team assigned to these projects, individuals will be responsible for a variety of tasks including: preparing for and attending client meetings, financial modeling, resolving complex accounting issues, industry analysis, due diligence and new business development. Summer Analysts typically work as part of small teams and have close contact with client contacts as well as partners within the Firm.
Evercore offers highly qualified Summer Analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, along with exposure to blue-chip clients, and the chance to be part of a rapidly growing, highly regarded firm.
Specific Qualifications:
* Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028
* All majors encouraged to apply
* Strong academic record coupled with diverse interests
* Ability to think critically about a range of strategic issues impacting our clients
* Demonstrated knowledge in investment banking and global markets
* Quantitative and analytical talents combined with effective communication skills
* Enthusiastic, outgoing, and achievement-oriented character with a great work ethic
Application Instructions for Students:
* Applications open January 1, 2026
* To be considered for the internship, please submit your application by February 1, 2026
* Applications are reviewed and interviews will occur on a rolling basis
* Applications should be submitted here: evercore.com/careers
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.
Expected Base Salary Range: $120,000 - $120,000
Vista Equity Partners Management job in New York, NY
This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business, a strategic and high-growth area for the firm. We are developing innovative marketing strategies to engage financial advisors, private banks, and RIA partners, while enabling scalable growth using leading digital and AI tools. The Marketing team works cross-functionally to advance the Firm's brand, drive advisor education, deepen client relationships, and deliver personalized digital experiences across the investor lifecycle.
The Director, Channel & Integrated Marketing will serve as the strategic orchestrator for Vista's marketing programs across the Private Wealth channel. This leader will design multi-touch digital journeys, architect automated workflows, drive personalization strategies, and oversee integrated programs that generate qualified leads and support advisor servicing.
Partnering closely with the Head of Private Wealth Marketing, Private Wealth Sales, and Head of Marketing Operations, this role ensures Vista's content, campaigns, events, and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.
This is an ideal opportunity for a digitally native marketing strategist with demonstrated experience creating scalable, data-driven advisor engagement programs inside a wealth management, asset management, or alternatives-focused environment. Strong expertise in marketing automation, digital orchestration, workflow design, and agile marketing is essential.
Private Wealth Solutions (PWS) is responsible for product strategy, fundraising, relationship management, and the investor experience for all of Vista's Private Equity and Private Credit solutions across private wealth channels (Private Banks, Wirehouses and Broker-Dealers, Registered Investment Advisers and Multi-Family Offices, and digital platforms).
Private Wealth Solutions will seek to harness the transformative power of technology to provide private banks and their clients with access to exceptional returns with low loss ratios, unique technology market insights, and a modern client experience. The team will expand on Vista's current presence in the private wealth channel to become the technology sector partner of choice for the global private wealth market. As an early member of the growing Private Wealth Solutions team, you will play a pivotal role in developing the foundation and building it into a key driver of Vista's overall strategic objectives.
Responsibilities
Strategic Planning & Marketing Orchestration
Develop and own the integrated channel marketing roadmap for PWS, aligning campaigns, digital journeys, events, and communications into cohesive programs that drive advisor engagement and pipeline generation.
Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable, multi-step marketing initiatives.
Lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Digital Journey Architecture & Personalization
Architect and execute digital customer journeys across advisor segments (wirehouses, RIAs, private banks, family offices), incorporating triggers, segmentation, automation, and personalization logic.
Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.
Develop personalization tactics across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience.
Marketing Automation & Campaign Execution
Oversee buildout and optimization of automated nurture programs, including onboarding series, product/strategy education, event-driven workflows, and cross-sell sequences.
Partner closely with centralized Marketing Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista's digital platforms and data infrastructure.
Ensure campaigns are fully integrated across email, web, paid media, social, advisor platforms, and sales enablement channels.
Channel Insights, Analytics & Optimization
Leverage data, insights, and digital analytics to inform journey design, improve conversion, and refine audience segmentation.
Establish KPIs for advisor engagement, lead generation, funnel progression, and client servicing impact.
Incorporate A/B testing, behavioral engagement signals, and reporting frameworks to drive continuous improvement.
Cross-Functional Collaboration & Stakeholder Management
Partner with PWS Sales, Product Specialists, Events, Content, Compliance, and broader Marketing teams to deliver unified advisor experiences.
Serve as the primary liaison to Digital, Martech, and Marketing Operations to ensure technical alignment across platforms, data flows, and deployment processes.
Collaborate with external agencies or vendors supporting digital production, creative execution, or channel analytics.
Qualifications
Bachelor's degree required.
10+ years of experience in integrated marketing, digital marketing, or channel marketing, preferably within asset management, alternative investments, wealth management, or financial advisor/RIA-focused environments.
Deep expertise in marketing automation platforms (preferably Marketo), CRM systems, digital workflow design, and multi-channel orchestration.
Demonstrated ability to design and execute sophisticated digital journeys with segmentation, triggers, and personalized content at scale.
Experience leading agile marketing teams and facilitating agile ceremonies.
Strong strategic and analytical skills with an ability to interpret data, identify insights, and connect marketing activities to business outcomes.
Exceptional project management abilities; highly organized, detail-oriented, and able to manage multiple stakeholders and deadlines.
Strong collaboration skills and confidence working with product, sales, executives, operations, and compliance teams.
Creative problem-solver with an aptitude for building new programs and improving existing processes.
Preference for candidates with direct experience marketing to financial advisors, RIAs, or private banking channels.
Ability to travel as needed for events, leadership meetings, and channel initiatives.
The pay range for this role is expected to be between $175,000 - $275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$175k-275k yearly Auto-Apply 40d ago
Director - Risk Consulting Global Banks
Rsm 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice. Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities.
As a member of our Risk Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement.
Our Global Banking Risk Consulting practice works with leading banking institutions who depend upon effective risk management, internal audit, and governance over their business processes to achieve their business objectives, comply with evolving regulatory demands, and meet the needs of internal and external stakeholders. Our Directors assist clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
As a Director in the Global Banking consulting practice, you will work with a variety of complex global banking organizations as they continue to transform their risk management and assurance capabilities to be aligned to the key risks and strategies of their organization. You will work closely with clients to develop strong and collaborative working relationships, built on a deep understanding of their businesses, their challenges, risks, and strategy.
Key Responsibilities
Technical Experience
Advanced understanding of general controls concepts and their application in differentiated client environments, specifically within complex global banking organizations.
Global banking industry experience with interpreting policies, procedures, and controls of our clients' business applications, networks, operating systems, and other components of their technology infrastructure, and ability to effectively articulate professional observations and practical prior banking experience with RSM team members and client stakeholders.
Experience in consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and opportunities.
Advanced ability to independently assess and provide practical guidance on the appropriateness of internal controls, assessing their design and operational effectiveness, determining risk exposures and developing remediation plans, determining technical and business impact of identified security and control issues, and providing remediation guidance to clients.
Reviewing the documentation, evaluation, and testing of application controls, particularly automated controls on a wide range of externally developed and in house developed software applications across a variety of client business processes.
Advanced understanding of the use of key reports, data transmissions, input/output data controls, and data lineage in business operations.
Ability to interpret and articulate technical findings and recommendations to a broad range of senior management stakeholders.
Proficiency in understanding and articulating emerging trends within the global banking sector (e.g. machine learning/automation, use of data and analytics, etc.).
Client Experience
Leverage understanding of global banking industry trends to think critically about complex challenges and propose dynamic solutions.
Identify current and relevant global banking industry thought leadership to share with the client.
Own management level relationships and interact with executive level stakeholders. Drive collaboration with external stakeholders.
Lead risk assessment management interviews and collaborate in the development and execution of audit plans.
Perform review of client deliverables including process narratives/flowcharts, risks and control matrices, detailed testing of controls, and suggested remediation and process improvement opportunities.
Lead formal closing meetings with clients to share and confirm deliverables.
Maintain overall responsibility for project economics and manage expectations around billing, monitoring, and collections.
Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business.
Business Development
Actively participate in relevant industry associations and events to develop and/or maintain industry focus and relationships.
Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm.
Assist in writing, developing, and delivering thought leadership internally and externally.
Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets.
Contribute to pursuits through development of proposals and other materials.
Position Qualifications
Bachelor's or master's degree in business, accounting or related discipline
A minimum of eight (8) years of professional experience with risk management, external audit, internal audit, IT audit or other compliance related work serving large global banking institutions. Prior public accounting or professional services firm experience is preferred.
Experience leading project based work with milestones and workflow driven by objectives and defined timelines.
Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations.
Good understanding of relevant regulations and industry standards (e.g., FFIEC, SOX, COSO, COBIT) and best practices and methodologies to address these requirements.
Must possess a relevant professional certification including Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA ), Certified Information Systems Security Professionals (CISSP ); Certified Information Security Manager (CISM ) and/or Certified Information Privacy Professional (CIPP).
Must be able to interpret and convey technical information across various levels of technical aptitude, including senior management. This includes written and oral communications.
Strong interpersonal skills.
Effective written, verbal, and presentation skills, including interaction with members of client management.
Ability to travel to meet client needs and work collaboratively with others in-person or remotely.
Demonstrated success in high pressure scenarios.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $126,500 - $254,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$126.5k-254.7k yearly Auto-Apply 34d ago
2026 Summer Intern - Alternatives Asset Management Intern, US
Pimco 4.9
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Internship positions are located at PIMCO's New York City office.
You're eligible to apply if you:
Are currently pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as an Alternatives Asset Management Intern if you:
Have a strong interest in the financial markets, macroeconomics, investment finance, business operations
Have skills conducting research and basic financial modeling. Demonstrate natural intuition to make good judgments, including a ‘trust but verify' perspective when reviewing assumptions and conclusions
Are proactive in thinking about investments, including researching potential trends for opportunities and investment risks
Are a good communicator; have strong written and oral presentation abilities. Are persuasive and credible
Have strong work ethic and integrity; are a team player that is proactive and self-motivated
Have the ability to work effectively on multiple projects simultaneously
See yourself as an Alternatives Asset Management Intern:
Since launching its first opportunistic credit vehicles over 15 years ago, PIMCO has developed a significant presence in both alternative credit and private investment strategies. Our strategies include those that seek to identify value primarily in listed securities, relying on fundamental and capital structure analysis, and also strategies that seek to privately finance the debt and equity needs of companies, asset holders, and origination platforms. We invest globally across commercial and residential real estate and mortgage credit, performing and distressed corporate debt, and specialty finance markets.
As an Alternatives Asset Management Intern, you will seek to identify operational opportunities and challenges of alternative credit and private strategy investments. You will work alongside seasoned associates and Portfolio Managers, focusing on financial modeling and qualitative analysis to evaluate performance and alternative paths for under-performing positions. Throughout the course of the summer, you will monitor performance of our positions; seeking to identify challenges and address them. Successful interns receiving full time offers will have the opportunity to join a two-year rotational program with a potential for a career track in Portfolio Management.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8 - Friday, August 14, 2026, with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open mid-August 2026. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 52.88
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$52.9 hourly Auto-Apply 60d+ ago
Senior Accountant
Fintech Recruiters 4.2
New York, NY job
Job Brief:Our client is a well-funded startup known as a leader in blockchain infrastructure platforms. looking for a Senior Accountant to manage, prepare and analyze the company's financial records.
Responsibilities: responsible for executing a variety of financial procedures, including month-end and year-end closings, accounts payable and receivable, tax returns, bank reconciliations, general ledger reviews, forecasting and budgeting.
Supports the selection and implementation of sales and balance management systems and tools, working closely with teams across the company in making such selections consistently meet our company's quickly evolving needs
Prepares and provide weekly and monthly financial reports specifically related to Proof of Stake (POS) services to assist the team with monthly bookkeeping and financials
Prepares financial statements to ensure transactions and consolidations are properly reflected and in accordance with IFRS/GAAP
Prepares general ledger entries and provides proper supporting documentation for annual audit
Skills Required:
Bachelor's degree in Accounting and/or Finance or another related field required
4-6 years of experience in an accounting and/or finance role
High proficiency with MS Office (Word, Excel, PowerPoint)
Must be able to create and use pivot tables and VLOOKUPs
Working knowledge of GAAP requirements preferred
US work authorization (Preferred)
$78k-104k yearly est. 60d+ ago
TAS Senior -Financial Due Diligence - Healthcare
RSM 4.4
New York, NY job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients with a focus on the Healthcare industry. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
* Performs financial due diligence for clients who are acquiring and divesting businesses
* Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
* Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
* Uses various software tools as designated by the firm
* Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
* Excellent verbal and written communication skills
* Proficient with Microsoft Excel and Microsoft PowerPoint
* Ability to travel up to 10-15% locally and nationally
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Easy Apply 28d ago
Experienced Secondaries Analyst - Private Credit
Evercore Inc. 4.9
New York, NY job
Group Description: Evercore's Private Capital Advisory (PCA) team is a leading global secondaries market advisor, focusing on providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives, advising limited partners on liquidity solutions for their private asset portfolios, and employing various forms of structured ABS technologies to create innovative capital and liquidity solutions for private markets issuers and investors.
What is the position? PCA is seeking to hire a highly motivated Analyst to join its team, with a focus on GP-led private credit transactions. The ideal candidate is intelligent and mature, has experience in investment banking or investing (ideally credit or secondary focused), the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. The ideal candidate must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard.
Specific Qualifications:
* 1-2 years of investment banking or investing experience (ideally restructuring or secondary focused, credit experience a plus)
* Bachelor's degree in Finance, Accounting, or a related discipline strongly preferred
* Proficiency in Microsoft Excel with strong financial modeling skills
* Superior analytical skills and demonstrated excellence in academic coursework
* Exceptional verbal and written communication skills, with the ability to present complex information clearly
* Strong interpersonal skills and ability to articulate ideas
* Demonstrated strong work ethic, self-motivation, and ability to thrive in a fast-paced, team-oriented environment
* Energetic, results-driven, and intellectually curious individual who takes initiative and ownership of responsibilities
Expected Base Salary Range: $120,000-$140,000
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.
$120k-140k yearly 39d ago
Credit Risk Intern
Coinbase 4.2
New York, NY job
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*This is a 12-week internship during summer 2026.*
Coinbase is looking for a highly motivated Credit Risk Intern to support our Credit Risk team. You will help manage complex credit risks across a global client base, in a dynamic digital asset market environment. Working closely with risk professionals and product teams, your responsibilities will include underwriting counterparties, evaluating cryptocurrency asset risks, monitoring and reporting exposures across derivative and financing products, and contributing to thought leadership to deliver lending and trading solutions. This role will be based in New York.
*What you'll be doing (ie. job duties):*
* Perform diligence and underwrite clients and counterparties, for example hedge funds, asset managers, corporates, market makers, and payment providers.
* Recommend internal credit ratings and risk-based product limits, and prepare written analysis to substantiate your assessment.
* Conduct continuous surveillance of counterparties and products, along with periodic portfolio reviews.
* Analyze asset volatility and liquidity risks on a per-asset and portfolio basis.
* Provide recurring monitoring of client activity, market developments, and portfolio concentrations and clearly communicate trends to leadership.
* Collaborate with stakeholders (product teams, sales teams, operations, legal, etc.) to resolve client or product challenges.
* Stay up-to-date with industry trends, regulations, and products to continuously expand your knowledge and expertise.
*What we look for in you (ie. job requirements):*
* Interest in, and basic understanding of, financial and capital markets.
* Collaborative with strong communication skills, both written and verbal
* Excellent analytical, quantitative, and investigative skills.
* Exceptional judgment and attention to detail.
* Strong Excel or spreadsheet knowledge.
* Excellent time management and prioritization; enjoy operating in a dynamic and fast-paced environment.
*Nice to haves:*
* Familiarity with analyzing financial statements.
* Fundamentals on financial products and their structure
* Basic knowledge of the crypto economy, or a desire to learn.
Job #: P73585
*Pay Transparency Notice:*Depending on your work location, the target hourly rate for this position can range as detailed below.
Hourly Rate:
$40-$40 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business, a strategic and high-growth area for the firm. We are developing innovative marketing strategies to engage financial advisors, private banks, and RIA partners, while enabling scalable growth using leading digital and AI tools. The Marketing team works cross-functionally to advance the Firm's brand, drive advisor education, deepen client relationships, and deliver personalized digital experiences across the investor lifecycle.
The Director, Channel & Integrated Marketing will serve as the strategic orchestrator for Vista's marketing programs across the Private Wealth channel. This leader will design multi-touch digital journeys, architect automated workflows, drive personalization strategies, and oversee integrated programs that generate qualified leads and support advisor servicing.
Partnering closely with the Head of Private Wealth Marketing, Private Wealth Sales, and Head of Marketing Operations, this role ensures Vista's content, campaigns, events, and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.
This is an ideal opportunity for a digitally native marketing strategist with demonstrated experience creating scalable, data-driven advisor engagement programs inside a wealth management, asset management, or alternatives-focused environment. Strong expertise in marketing automation, digital orchestration, workflow design, and agile marketing is essential.
Private Wealth Solutions (PWS) is responsible for product strategy, fundraising, relationship management, and the investor experience for all of Vista's Private Equity and Private Credit solutions across private wealth channels (Private Banks, Wirehouses and Broker-Dealers, Registered Investment Advisers and Multi-Family Offices, and digital platforms).
Private Wealth Solutions will seek to harness the transformative power of technology to provide private banks and their clients with access to exceptional returns with low loss ratios, unique technology market insights, and a modern client experience. The team will expand on Vista's current presence in the private wealth channel to become the technology sector partner of choice for the global private wealth market. As an early member of the growing Private Wealth Solutions team, you will play a pivotal role in developing the foundation and building it into a key driver of Vista's overall strategic objectives.
Responsibilities
Strategic Planning & Marketing Orchestration
* Develop and own the integrated channel marketing roadmap for PWS, aligning campaigns, digital journeys, events, and communications into cohesive programs that drive advisor engagement and pipeline generation.
* Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable, multi-step marketing initiatives.
* Lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Digital Journey Architecture & Personalization
* Architect and execute digital customer journeys across advisor segments (wirehouses, RIAs, private banks, family offices), incorporating triggers, segmentation, automation, and personalization logic.
* Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.
* Develop personalization tactics across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience.
Marketing Automation & Campaign Execution
* Oversee buildout and optimization of automated nurture programs, including onboarding series, product/strategy education, event-driven workflows, and cross-sell sequences.
* Partner closely with centralized Marketing Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista's digital platforms and data infrastructure.
* Ensure campaigns are fully integrated across email, web, paid media, social, advisor platforms, and sales enablement channels.
Channel Insights, Analytics & Optimization
* Leverage data, insights, and digital analytics to inform journey design, improve conversion, and refine audience segmentation.
* Establish KPIs for advisor engagement, lead generation, funnel progression, and client servicing impact.
* Incorporate A/B testing, behavioral engagement signals, and reporting frameworks to drive continuous improvement.
Cross-Functional Collaboration & Stakeholder Management
* Partner with PWS Sales, Product Specialists, Events, Content, Compliance, and broader Marketing teams to deliver unified advisor experiences.
* Serve as the primary liaison to Digital, Martech, and Marketing Operations to ensure technical alignment across platforms, data flows, and deployment processes.
* Collaborate with external agencies or vendors supporting digital production, creative execution, or channel analytics.
Qualifications
* Bachelor's degree required.
* 10+ years of experience in integrated marketing, digital marketing, or channel marketing, preferably within asset management, alternative investments, wealth management, or financial advisor/RIA-focused environments.
* Deep expertise in marketing automation platforms (preferably Marketo), CRM systems, digital workflow design, and multi-channel orchestration.
* Demonstrated ability to design and execute sophisticated digital journeys with segmentation, triggers, and personalized content at scale.
* Experience leading agile marketing teams and facilitating agile ceremonies.
* Strong strategic and analytical skills with an ability to interpret data, identify insights, and connect marketing activities to business outcomes.
* Exceptional project management abilities; highly organized, detail-oriented, and able to manage multiple stakeholders and deadlines.
* Strong collaboration skills and confidence working with product, sales, executives, operations, and compliance teams.
* Creative problem-solver with an aptitude for building new programs and improving existing processes.
* Preference for candidates with direct experience marketing to financial advisors, RIAs, or private banking channels.
* Ability to travel as needed for events, leadership meetings, and channel initiatives.
The pay range for this role is expected to be between $175,000 - $275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.