Finance Consultant Jobs in East Meadow, NY

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing nearly 950,000 individuals to the $2.2 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting edge of finance, technology, and art? Are you passionate about democratizing alternative investments? Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered “Yes” to any of the above, we'd love to hear from you! Position Overview: Each day, the Membership Team engages with and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be the first point of contact for prospective investors, being directly responsible for educating and advising them on how art can improve the performance of their investment portfolio. On a daily basis, you will have between 10-20 pre-scheduled phone calls where you will provide advice on investing in artwork and address questions relating to the art market and specific Masterworks offerings. Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our members on their next investment into blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings. The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. Responsibilities Overview: Advise potential investors on making their initial investment in Blue-Chip Art as an alternative investment (working exclusively with potential investors who have previously indicated an interest in investing - no cold calling) Utilize CRM tools and dashboards to improve overall effectiveness and efficiency Provide an excellent advising and onboarding experience with a wide range of investors Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs Work cross functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives Team Overview: The team consists ~15 advisers and is growing Investment advisors come from a diverse set of professional backgrounds with wide ranging levels of experience Requirements and Preferred Skill Sets: 3-7 years experience working in financial markets, financial advising, or similar. Ability to confidently and professionally communicate with high profile investors (verbal and written) Strong interest in alternative assets, financial markets, and macroeconomics Excellent organizational, problem solving, and time management skills Experience using CRM tools is a plus Results-driven, competitive mentality Proven ability to strive in a fast paced, multi-task environment Passion for the “business of art” is a plus, but no prior knowledge required Series 65 license from FINRA Measurements of Success: Hit the ground running from day 1, showing eagerness to learn the ins-and-outs of art as an asset class. Focused and driven by metrics and KPIs, hitting company and role targets. Learn the dynamics of the art market and become acquainted with Masterworks criteria and artist list Become proficient in our tech stack, tools and business systems, including: Hubspot, Slack, etc. etc. Outcompete your peers and begin challenging the incumbents Benefits at Masterworks: Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO and 401k Discounted Equinox membership Happy hours, company outings, social clubs, and more!

Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3 -years of customer facing investment banking or buy-side analyst experience w i th significant involvement in sales/origination role . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities. Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. *Two already hired.

Job Title: Associate, Financial Institutions Group (FIG) Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team-oriented, and have a real desire to make an impact. Responsibilities: The Financial Institutions Group (FIG) of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers Associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring, and executing a broad range of advisory assignments and financial transactions for our clients. Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 3 years minimum of experience as an investment banking analyst Bachelor's degree MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent Financial Institutions industry experience; banks and specialty finance experience is a plus Preferred Qualifications: Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Series 63 and 79 certified Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team. PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE Bachelor's degree from an accredited college or university Currently living in Palo Alto, California, or willing to relocate 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills

Group Description The Consumer & Retail Group operates within BBVA's Corporate & Investment Banking (CIB) division, covering global clients in the U.S. and abroad. The team provides a full suite of advisory, capital markets, and global transaction banking solutions to Consumer & Retail companies with an international footprint. Our product offerings include M&A advisory, debt advisory, corporate lending, structured finance, bonds, FX/swaps, trade finance, working capital solutions, and cash management, among others. Position: Associate - Consumer & Retail Group The Consumer & Retail Group is seeking an Associate to join our New York office and support our coverage efforts. This position plays a key role in a client-facing team, working with colleagues across multiple geographies and supporting senior bankers on various sub-sectors and transactions. Key responsibilities: As an Associate in the Consumer & Retail Group, you will take on significant responsibilities in pitching and executing advisory, capital markets, and transaction banking deals for both public and private clients. Your role will include: Preparing pitch materials and participating in presentations to existing and prospective clients Conducting financial analysis, including valuation, M&A modeling, and broader financial modeling. Performing company and industry research using sources such as company filings, equity and credit research reports, and industry databases, summarizing findings for client-facing materials Managing internal approval processes, including credit requests and approval process for new transactions, amendments, annual reviews, among others. Coordinating closely with bankers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Analyzing risk/return metrics on all stand-alone transactions and client relationships Tracking key client and prospect activity and maintaining revenue budgets. We are a flat and growing team, providing direct and frequent interaction with clients and BBVA's senior management. Qualifications Bachelor's degree with 2+ years of investment banking experience Strong foundation in financial modelling and valuation analysis in a professional setting Prior credit training, structured credit and / or M&A experience preferred Demonstrated record of academic excellence Strong analytical and quantitative skills Team-oriented, self-motivated and entrepreneurial mindset “Can-do / can-learn” attitude with a proactive approach to problem-solving and adaptability in a fast-paced environment Detail oriented with a complete focus on quality results/deliverables Strong communication skills, both verbal and written Ability to work independently while thriving in a team environment Ability to work under pressure and manage multiple projects under tight deadlines Advanced proficiency Microsoft Office (Excel, PowerPoint, Word) Experience with CapitalIQ (or Factset), Bloomberg, and Euromonitor is preferred SIE, Series 7, and Series 63 licenses required (or ability to acquire within 6 months of hire) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

This client is a leading middle market investment bank dedicated to providing exceptional financial advisory services. The Healthcare team specializes in the biopharma sector, offering innovative solutions to clients navigating the complexities of the industry. They pride themselves on their collaborative culture, deep industry expertise, and commitment to excellence. They are seeking a talented and driven Associate to join their Healthcare Investment Banking team in New York City, with a focus on the biopharma sector. The successful candidate will play a key role in supporting the execution of complex financial transactions and providing strategic advice to clients in the biopharma industry. Key Responsibilities: Conduct comprehensive financial analysis and modeling to support biopharma transactions. Prepare detailed client presentations, pitch books, and other marketing materials. Perform due diligence and industry research to identify potential opportunities and risks. Collaborate with senior team members to develop and implement transaction strategies. Assist in the negotiation and execution of transactions, including mergers and acquisitions, equity and debt financings, and strategic partnerships. Stay informed about industry trends, market conditions, and regulatory developments in the biopharma sector. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA preferred. 2-4 years of experience in investment banking, with a focus on healthcare or biopharma. Strong financial modeling, valuation, and analytical skills. Excellent written and verbal communication skills. Ability to thrive in a fast-paced, team-oriented environment. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. High level of integrity, professionalism, and attention to detail.

Associate, Investment Banking Practice Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge sector. With years of experience across the education sector, including evaluation of preK-12, postsecondary, corporate training, and lifelong learning markets, our team leverages its expertise to offer a spectrum of services to our clients: Tyton Partners' investment banking practice offers services that include sell- and buy-side advisory, corporate divestures, valuation and fairness opinions, strategic partnerships and joint ventures, capital access, fund formation, and executive team and board advisement to private and public companies and leading investors. Tyton Partners' consulting practice delivers strategic planning, growth strategy development, portfolio assessment, go-to-market strategy, business partnership strategy and execution, and due diligence and acquisition support to emerging and established education businesses, non-profit organizations, higher education institutions, foundations and other investors Tyton Partners offers a unique opportunity for early-career professionals seeking growth and impact through its: Complementary investment banking and strategy consulting practices, which provide exposure to market-leading companies, investors, and organizations as well as high-potential emerging businesses and their investors Dedicated focus on the global knowledge sector, where our work and insights impact both the mission and market of education Entrepreneurial environment, with professional growth trajectory that yields opportunity for meaningful contribution to firm growth and culture Position Tyton Partner's Investment Banking practice is looking for an experienced investment banking Associate to support senior bankers. Associates in Tyton Partners' investment banking practice work as core members of deal teams to enable our clients to navigate the evolving education landscape and to identify where specific risks and growth opportunities are available. As an Associate, you will be actively involved in all phases of an engagement with a key focus on research, analysis and presentation development. You will support deal teams around research and analytical tasks and help produce market-based insights and strategic recommendations. This is an ideal position for a candidate that has previous investment banking experience and is eager to build industry-specific knowledge while working in a collaborative and entrepreneurial environment. Associate's primary responsibilities include: Sell-side investment banking assignments which include writing memoranda, building financial models, identifying potential buyers, helping manage the M&A and due diligence process, and driving successful deals Buy-side investment banking assignments which include identifying acquisition candidates that fit the buyers' strategy, qualifying potential targets, building financial models, helping manage the M&A and due diligence process, and driving successful deals Developing deal marketing presentations and narratives leveraging a combination of sales & marketing collateral, product overviews, and internal company investor materials Mentoring and coaching more junior team members as necessary Desired Skills Superior analytical, quantitative, and problem-solving skills Ability to manage multiple tasks in a fast-paced environment, without sacrificing quality or accuracy Drive and energy to work hard and achieve success in an entrepreneurial environment. Strong written and verbal communication skills Experience working in team-based environment Solid understanding of economic, financial, and general business concepts and terminology Proficiency in Microsoft applications (e.g., Excel, PowerPoint) Professional attitude, with a high-degree of flexibility, a client-service orientation and a sense of humor Self-starter who thrives in producing in a highly dynamic and evolving environment Qualifications 3+ years of investment banking, with a significant focus on mergers and acquisitions, and/or 4 years of accounting, with a significant focus on transaction services Experience in the education, media or software industry a plus but not a requirement Bachelor's degree from a top-tier university with a minimum GPA of 3.5

Metis is partnered with a global leading commercial real estate and investment management company, who are looking for highly motivated Analysts to join their Real Estate Investment Banking team. In this role, you will support transaction execution, assist with client presentations, and contribute to business development efforts. The ideal candidate will possess strong financial and analytical skills, a genuine passion for real estate finance, and the ability to thrive in a fast-paced environment. While prior experience in Real Estate Investment Banking is preferred, candidates with a background in other Investment Banking sectors will also be considered, provided they demonstrate a strong interest in real estate. Applicants without prior investment banking experience are kindly requested to refrain from applying. Key Responsibilities: Support transaction execution and preparation of client materials. Conduct financial M&A analysis, valuations, and market research. Collaborate with senior bankers to identify new business opportunities. Assist in managing risk and ensuring compliance with firm policies. Qualifications: Bachelor's degree in Finance, Economics, or related field. Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting and interest in real estate finance. Previous investment banking experience from a leading firm (Real Estate focus preferred). SIE & Series 79 & 63 licensed

Senior Investment Professional, Distressed Private Equity Established private equity fund is seeking an experienced senior investment professional to join investment team. The firm adopts a private equity style approach to special and distressed situations. They make control investments and often take an operationally hands-on role in transactions, including driving financial restructuring, turnaround, and leading strategic operational initiatives. The Fund is seeking a highly experienced Managing Director (will consider current senior Principals) to lead private equity investment efforts in distressed and special situations. This individual will be responsible for sourcing, evaluating, executing, and managing complex investment opportunities, working closely with senior leadership to develop and execute turnaround strategies and financial restructurings. Key Responsibilities: Act as a Deal Team Captain - lead team of junior investment professionals on deal execution. Manage due diligence on potential investments, including commercial and financial due diligence, transaction structuring, bank financing and transaction documentation. Manage capital structure and credit issues, restructuring dynamics, turnaround initiatives. Develop and implement turnaround and value-creation strategies for portfolio companies. Engage with portfolio companies and management teams, support value creation planning and play a central role in the ongoing monitoring of financial and operational performance. Represent the firm with investors, lenders, and other key stakeholders externally. Qualifications: 10+ years of experience in private equity, special situations investing, or distressed debt. Strong track record of executing and managing distressed investments with successful turnarounds. Undergraduate degree with GPA >3.5 MBA preferred but not required.

Needham & Company, a growth-oriented healthcare & technology Investment Bank, has an immediate opening for an experienced Healthcare Investment Banking Associate or Analyst to work full-time in its New York office. This role is focused on Healthcare & Life Sciences companies. Job Description: Under the direction of senior bankers, Associate / Analyst will work on multiple projects and transactions at any given time, with primary responsibilities including producing analytical work for clients and supporting the deal process from origination to execution. Specific responsibilities include: analyzing data and presenting conclusions and analyzing clients' financial and operational performance. Associate / Analyst will also assist in the preparation of general, industry and company specific quantitative reports, drafting marketing materials and producing other transaction and execution related documentation. During their tenure, Associate / Analyst will develop: ·A strong knowledge of business, finance, accounting and economics within the life sciences sector ·A keen understanding of financial statement analysis and company valuation techniques ·Excellent analytical and research skills and a particular attention to detail ·Strong computer skills (Excel, Word, PowerPoint, Bloomberg, FactSet, etc.) Needham & Company seeks candidates who possess the following qualities: ·Diversified educational and practical experiences ·Exceptional analytical skills and attention to detail ·Strong verbal and written communication skills ·Drive to take on responsibilities beyond basic duties ·Extremely motivated to excel in a unique investment banking platform ·Strong foundation of business, finance, accounting & economics knowledge A genuine interest in Healthcare / Life Sciences and possible long-term career interests in the sector Associate / Analyst can expect to work on financings including Initial Public Offerings, Follow-on Offerings, Private Placements and advisory services including Mergers & Acquisitions in the Healthcare & Life Science industries. Requirements: ·2+ years of relevant work experience in healthcare investment banking ·Finance, Accounting, Math or Economics major ·Possession of the SIE, series 7, 63 and/or 79 No phone calls or emails please. The good-faith expected salary range for the above position is $120,000+ depending on factors including but not limited to the candidate's experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.

Title / Role M&A Analyst Company M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms. Experience The position requires sound financial modeling skills, sophisticated PowerPoint ability, along with a basic understanding of the M&A advisory process. We are flexible with the extent of work experience ranging from related internship exposure to more experienced analysts, as we have commensurate opportunities for the right candidate. Accelerated advancement for direct experience advising private markets investment firms. Key Responsibilities • The Analyst will support Associates on M&A advisory projects in all respects • Develop PowerPoint pitch presentations • Negotiate NDA's and Engagement letters • Manage information requests • Track target lists and create target profiles • Prepare CIM presentations • Produce client / target valuation models • Preparing process letters • Scheduling and attending management meetings • Running financial operating model calls with clients and counter-parties • Preparing transaction models: accretion/dilution; IRR; NPV; yield; payback metrics • Facilitate and respond to counter-party Q&A • Create bid analysis summaries • Prepare term sheets • Coordinate due diligence • Infrastructure support: The analyst will maintain comparable deal databases; public company statics, company profile updates, industry research and analytical support. Mindset This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the foundational presentations and analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals. Culture We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.

Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Our client, a leader in the credit space, is looking for a Senior Investor Relations Operations professional to join their team. In this role, you will be responsible for handling a mix of customer service responsibilities related to investor onboarding, capital activity and more. As a member of the Investor Relations Operations team, a Client Service Associate regularly interacts with the Investor Relations/Business Development team, internal and external fund counsel, the funds' administrators, and members of the firm's operations and accounting teams. Specific responsibilities include: Becoming an Investor Relations Operations subject matter expert on the firm's investor base and investor capital activity Ownership of the capital activity process across various fund complexes and multiple funds-of-one including investor subscription, redemption, and transfer processes for our evergreen funds and multiple closings, capital calls and distributions for our commitment based funds Participate in new fund launch working groups and scale team infrastructure to support new funds Assist with cross-departmental projects such as process and efficiency improvements, CRM data migration initiatives, automation including sub doc software and framework to support and retain investor initiative Requirements 5-9 years of experience at an alternative investment firm Strong written and verbal communication skills

US Control Room Officer- Associate, Corporate & Investment Banking (CIB) New York, United States of America USA Job Family Description: The Santander CIB (US) Control Room administers policies and procedures to prevent or detect insider trading and identify and manage potential transactional conflicts of interest. The Associate, Control Room officer is responsible for working with the US Head of the Control Room to ensure that an effective compliance program is developed and maintained to address compliance with applicable regulatory requirements, global requirements and key compliance issues and actions are taken to mitigate compliance risk. USA Job Function Description: The Santander CIB (US) Control Room administers policies and procedures to prevent or detect insider trading and identify and manage potential transactional conflicts of interest. The Associate, Control Room officer is responsible for working with the US Head of the Control Room to ensure that an effective compliance program is developed and maintained to address compliance with applicable regulatory requirements, global requirements and key compliance issues and actions are taken to mitigate compliance risk. Essential Functions/Responsibility Statements: Undertakes standard reviews and escalates to senior staff where non-compliances are identified. Identifies systemic procedural weaknesses and additional training requirements needed to ensure compliance. Evaluates controls in place to ensure continuous compliance measures with laws, regulations and policies affecting the organization, recommends process improvements to management. Collaborates with team on projects and program tasks intended to improve compliance and enhance the control environment. Coaches and reviews work of junior level Compliance professionals. Assesses procedures and policies to ensure the business units are in compliance with standard regulatory and policy requirements. Prepares drafting of policy and procedural documentation when control changes are made. Transfers work product into simple guidance/templates for future reference. Analyzes existing and proposed legislation, regulatory announcements, and industry practices for compliance requirements, and implements procedures to meet these requirements for applicable business units. Validates controls or project plans to ensure compliance with laws, rules and regulations. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Business, Finance or equivalent degree. Req Master's Degree in Business, Finance or equivalent field. Pref Work Experience: Compliance, Legal, Regulatory, or Financial Services., 5+ Years Pref Skills and Abilities: Practical knowledge of corporate regulatory requirements, and factors influencing the business in which the Corporation operates. Practical knowledge of key business control areas (Audit & Risk Review, Risk Management, Finance, Human Resources, and Legal) and governmental regulatory agencies. Resolve complex situations with internal clients and regulators, while maintaining a professional presence. Quickly respond to inquiries from regulatory agencies, internal partners, and external consultants. Read, analyze and interpret government regulations, trade journals and legal documents. Effectively deal with senior management as well as, Federal/State and other Regulators. Able to work cross-functionally as a team player. Mentor and guide staff and numerous projects simultaneously. Ability to influence others, including senior leadership. Excellent verbal and written communication skills. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC Salary: $71,250 - $130,000/year

Job Title: Associate, Healthcare Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. • Coordination of various processes, including capital raises and advisory transactions • Preparation of offering memoranda, proposals and other written materials for meetings with clients • Perform research and various analyses in support of new business generation • Organize and participate in marketing and client meetings • Leading and participating in drafting sessions for underwriting assignments • Conducting industry and company-specific due diligence related to transactions • Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: • Bachelor's degree • MBA or equivalent graduate degree in a financial discipline • Current or recent experience in an investment banking role or equivalent position • Current or recent healthcare industry experience Preferred Qualifications: • Outstanding academic record • Exceptional communication skills, both verbal and written • Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools • Demonstrable commitment to and experience with working in teams • Demonstrated interest in finance and financial markets • Demonstrated interest in healthcare / medical field through professional and/or academic experience • Series 63 and 79 certified Educational Qualifications: • Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst • MBA or equivalent graduate degree in a financial discipline Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Seeking experienced private equity investment analyst for full-time in person position with skills in sustainable energy infrastructure, particularly SAF. The position is at an institutional investment management firm in expansion mode in Greenwich, Connecticut, with approx. $200MM dedicated to this strategy. In addition to asset management, the firm operates a financial advisory and investment banking business focused on aircraft fleet financing and financing for ultra-large corporates; given our size, all staff are involved in all activities. Requirements: 4-10-years of buy-side analyst experience w i th significant sales/origination and buy/sell recommendations at a private or public fund . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm's LPs are large, institutional counterparties from the firm's' banking business (no individual or retail customers). The senior analyst should be comfortable with analyzing and executing investments up and down the capital structure, which may include relevant cash flow modeling, term sheet negotiation and enterprise valuation tasks. Investments may include equity, debt and/or hybrid capital across the value chain, including production, technology and feedstock. A demonstrated track record of successfully evaluating and executing private equity and/or debt investments is a must. Investment banking experience desired, and willingness to also provide investment banking services is required. Compensation commensurate with experience and demonstrated ability. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.

Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with candidates matching the below specification requirement: Minimum 1-2 years experience in Healthcare Investment Banking; Strong, previous M&A transaction experience; Authorized to work in the U.S. without sponsorship of work visa; Ideal candidate should have an outstanding academic track record from a recognized US college or university; Major in finance, accounting, economics, and mathematics preferred. Tier-1 modelling and Excel skills including strong accounting skills; Strong written and oral presentation skills; Ability to work independently in a fast-paced environment; Strong work ethic, attention to detail, and a passion for excellence.

Jefferies is a leading global investment bank delivering strategic financial advisory, capital markets, and asset management services to clients worldwide. We are committed to providing exceptional insights and innovative solutions to help clients navigate the complexities of the financial markets. As we expand our footprint in Israel, we seek dynamic professionals to join our growing investment banking team. Jefferies Israel Coverage: Jefferies Investment Banking Israel Coverage Group provides a full suite of advisory and capital markets capabilities to clients in Israel and US corporations of Israeli origin or with strong Israeli affiliation. Jefferies Israel Coverage Group is a leading advisor to Israeli companies with an extensive track-record of M&A advisory, IPOs and raising capital. Since January 2021, Jefferies Israel Group has advised on 55 transactions with a total value of over $53B across Capital Markets and M&A. Jefferies was the top investment bank in Israel in 2024 based on market share, total fees and number of transactions (Dealogic data). With team members strategically located in both Tel Aviv and New York, we successfully advised on 22 Israeli transactions in 2024, mostly cross border, representing a total value of $12B across Capital Markets and M&A. Jefferies hosts the largest institutional investor tech conference in Israel each year. Jefferies Tech Trek 2023 included ~1,000 registrants and 100 of Israel's most exciting Public and Private Tech Companies. Position Summary: We are looking for a highly motivated and detail-oriented Investment Banking Analyst to join our Israel Investment Banking Team. The role offers a unique opportunity to gain exposure to cross-border M&A, capital markets, and strategic advisory transactions. The position is ideal for a candidate seeking to work at the intersection of Israel's vibrant tech, industrial, and financial markets while being part of a premier global platform. Candidates can initially be based in New York or Tel Aviv with the role permanently transitioning to Tel Aviv in ~6-9 Months. Key Responsibilities: Transaction Support: Assist in the execution of M&A, equity, and debt financing transactions, including financial modeling, valuation analysis, due diligence, and preparation of client deliverables. Market Research: Conduct comprehensive research on industries, market trends, and target companies, with a focus on Israel's technology, life sciences, and industrial sectors. Client Engagement: Prepare materials for client meetings and participate in strategic discussions with senior management teams. Financial Analysis: Build detailed financial models to support investment recommendations and valuation assessments. Presentation Preparation: Develop pitch materials, investment memos, and board presentations to support deal origination and execution efforts. Cross-Border Collaboration: Work closely with Jefferies' global teams, including sector and product specialists, to provide integrated solutions for Israeli and international clients. Qualifications and Skills: Educational Background: Bachelor's degree in finance, economics, accounting, or a related field; advanced degrees or professional certifications (e.g., CFA) are a plus. Experience: 1-3 years of experience in investment banking, at a global investment bank Technical Proficiency: Strong financial modeling and valuation skills; proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet). Global Perspective: Understanding of both Israeli and international markets, with an interest in cross-border transactions. Language Skills: Fluency in both Hebrew and English is required. Citizenship : Israeli Citizenship is required. Dual Citizenship is a preferred. Analytical Skills: Exceptional problem-solving abilities with attention to detail and accuracy. Communication Skills: Strong verbal and written communication skills with the ability to present complex information clearly. Cultural Adaptability: Willingness to relocate to Israel permanently and adapt to the local market environment. Team Player: Ability to thrive in a collaborative, fast-paced environment with a strong work ethic. About Us Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

This client is a middle market Investment Bank looking to expand their Special Situations team with analysts in New York. The team has very strong deal flow and presents an opportunity to work on a lean deal team, have great access to mentorship from senior leaders in the business, and work on interesting transactions including financial restructuring, distressed M&A, creditor advisory, turnaround financing and DIP Loans and Strategic Alternatives Assessments. Key Responsibilities: Conduct detailed financial analysis and modeling for distressed assets, restructuring, and turnaround situations. Assist in the preparation of pitch books, presentations, and other client materials. Perform industry and market research to identify potential opportunities and risks. Collaborate with senior bankers to develop strategic recommendations and solutions for clients. Support the execution of transactions, including due diligence, valuation, and negotiation processes. Monitor and report on the performance of special situations investments. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field 1-2 years of experience in investment banking, private equity, or a related financial services role. Strong financial modeling and analytical skills. Excellent written and verbal communication skills. Ability to work effectively in a fast-paced and dynamic environment. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Knowledge of distressed assets, restructuring, and turnaround strategies is a plus.