Finance Consultant Jobs in Paramus, NJ

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, 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.).

Metis Search are currently partnered with a leading Technology focused Investment Bank who are adding experienced Tech M&A Associates to their New York office. We are looking to connect with applicants with the following credentials: 2+ years of Technology IB experience - Software experience preferred but not essential; M&A transaction experience from pitch to close (Minimum of 2 closed sell side deals); Experience building financial models, valuations, pitchbooks, CIMs etc; Comfortable speaking with C level executives; Demonstrated aptitude for quantitative and qualitative analysis; Exceptional communication skills and executive presence, both verbal and written; Strong work ethic, attention to detail, and a passion for excellence; Transactional experience as part of small team - drafting CIMs, managing data room, buyer outreach, managing diligence process etc; Authorized to work in the U.S. without sponsorship of work visa.

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

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.

Our client, a respected boutique middle-market investment bank located in New York, is seeking a Software Technology Investment Banking Associate to join their dynamic and growing team. This is a rare opportunity to become an integral part of a close-knit group that handles high-profile transactions in the software and technology sectors. The ideal candidate will have a strong foundation in investment banking, with prior experience in the software and technology space, and will thrive in an entrepreneurial, high-performance environment. Key Responsibilities: Deal Execution: Lead and support the execution of M&A, capital raising, and advisory transactions in the software and technology sectors. Responsibilities include financial modeling, drafting pitch materials, and preparing detailed presentations for clients. Financial Analysis & Modeling: Conduct in-depth financial analysis, including financial modeling, valuation analysis (DCF, precedent transactions, and comparable company analysis), and industry research to produce strategic insights for clients. Client Interaction: Take on a direct role with clients, managing relationships and ensuring the quality of work delivered. Present findings, strategic recommendations, and analysis in a clear, compelling manner. Project Management: Oversee and manage transaction processes, ensuring all deadlines and objectives are met. Manage the day-to-day activities of analysts and junior team members to ensure high-quality execution. Market Research & Industry Trends: Continuously monitor trends and developments in the software and technology sectors, providing insights and strategic recommendations to clients. Collaborative Teamwork: Work closely with senior bankers on new business development and cross-functional collaboration across other teams to achieve optimal deal execution. Qualifications: Experience: Minimum of 3 years of full-time investment banking experience, with no more than 6 years of relevant experience in total. Technical Skills: Advanced financial modeling and analytical capabilities, with proficiency in Excel and PowerPoint. Strong understanding of valuation techniques, including DCF, precedent transactions, and comparable company analysis. Communication Skills: Exceptional written and verbal communication skills, with the ability to translate complex financial data into actionable, understandable insights for clients and senior management. Education: A Bachelor's degree from a top-tier university, preferably in finance, economics, or a related field. Industry Expertise: Demonstrated knowledge and interest in the software and technology sectors, particularly SaaS, cloud computing, and other high-growth tech sub-sectors. Preferred Experience: Relevant Firms: Experience at prestigious software tech-focused firms such as DC Advisory, Vaquero, Peak Technology, Vista Point Advisors, Union Square Advisors, Arcadia, Morgan Partners, Lincoln International, Baird or similar is highly desirable. Sector Focus: Prior deal experience in the software or technology industry, with knowledge of market dynamics, key players, and trends. Entrepreneurial Spirit: Ability to excel in an entrepreneurial, fast-paced environment, with a passion for taking on increasing responsibility and contributing to the firm's long-term success.

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.

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

Financial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Pay structure is mostly commission based but includes: Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different view points bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company(2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com 3 Combined clientassets of NMIS and NMWMC as of June 30, 2021 Northwestern MutualFinancial Representatives are Independent Contractors whose income is based solelyon production.

Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence. We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors, college graduates, and career changers are all welcome and encouraged to apply. Role Description As a Financial Advisor at Certified Financial Services, you will play a vital role in helping clients achieve their financial goals. This full-time role includes: · Creating tailored financial and retirement plans. · Offering investment advice and financial guidelines. · Building and maintaining long-term client relationships. This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high-performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of CFS's training and mentorship program. Qualifications We are seeking candidates with: · Strong interpersonal and communication skills. · Analytical and problem-solving abilities. · Time management skills. · A Life and Health license or the ability to obtain one. · Ability to obtain Series 7 and Series 66 licenses (preferred within the first year). Why Certified Financial Services? CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared. We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients' lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed. With Certified Financial Service's proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today! Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7657874.1 exp 2/2027

Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client's needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

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.).

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. Debt Advisory & Restructuring Group: Jefferies Debt Advisory & Restructuring Group leverages the capabilities of the firm's full-service platform to provide an array of advisory and financing solutions to increase financial flexibility for corporate clients and financial sponsors. Debt Advisory & Restructuring professionals focus on debtor advisory, creditor advisory, out-of-court solutions, financings (DIPs/exits/rescues), distressed mergers & acquisitions, and expert witness testimony. The Opportunity: The successful candidate will be an Associate based in Jefferies' New York office. They will manage transaction execution activities and business development opportunities relating to the group's advisory services to distressed companies and their stakeholders. In particular, the Associate will: • Manage company and creditor transaction advisory engagements • Collaborate in developing and executing solutions to meet client needs • Assist in leading discussions with senior client executives and creditor representatives • Handle multiple assignments simultaneously • Assist in target research • Supervise and train staff • Develop professional network and relationships within firm and externally Qualifications: • 3-6 years of relevant restructuring, credit-related, turnaround advisory, interim management and/or bankruptcy experience • Independent thinker and a resourceful problem solver driven to succeed in a fast-paced environment • Strong work ethic and ability to successfully multi-task while working independently or within a group environment • Solid organizational skills, especially ability to meet project deadlines with a focus on details • Adaptable and proactive; able to build a culture of dependable execution and delivery and continuous improvement • Excellent oral and written communication skills, including the ability to review work product developed by others • Ability to build and maintain strong relationships with internal and client partners and stakeholders • Cultural fit - Naturally collaborative with unquestionable integrity, credibility and character; demonstrates high moral and ethical behavior at all times • Executive poise and presence - at ease in large, matrixed corporate environments and nimble, fast-moving crisis settings • Advanced accounting, finance, financial modeling, and analytical abilities • Bachelor's degree is required 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.

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 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

About: My client is a premier global investment bank dedicated to serving innovative technology, media, and digital companies. They provide specialized advisory services in mergers and acquisitions, private placements, and strategic financial consulting. Job Summary: You will play a critical role in supporting senior bankers in executing transactions and providing strategic advisory services to the bank's clients. You will be involved in all aspects of deal execution, including financial analysis, modeling, due diligence, and preparation of presentation materials. Key Responsibilities: Conduct detailed financial analysis and valuation of companies. Develop and maintain complex financial models. Assist in the preparation of pitch books, presentations, and other marketing materials. Perform industry and market research to support transaction execution and business development. Participate in due diligence processes, including data room management and coordination with clients and other advisors. Support senior bankers in client meetings and presentations. Monitor and analyze market trends and developments relevant to our clients and industry sectors. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field. 2-3 years of experience in investment banking, private equity, or a related financial services role. Strong financial modeling and analytical skills. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Excellent written and verbal communication skills. Ability to work in a fast-paced, team-oriented environment. High level of attention to detail and strong organizational skills. Preferred Qualifications: Experience in the technology, media, or digital sectors. Knowledge of M&A processes and transaction structures. CFA designation or progress towards CFA certification. What They Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and vision insurance. Opportunities for professional growth and development. Collaborative and entrepreneurial work environment. Interested candidates should submit their resume detailing their qualifications and interest in the Investment Banking Analyst - Technology Position. Applications will be reviewed on a rolling basis.

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services-including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor's degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday - Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses * Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

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.

Job Title: Analyst, Healthcare Investment Banking Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: 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: 2-3 years of relevant work experience Self-motivated individuals who display initiative, drive, and leadership Excellent grasp of corporate finance, valuation, and financial accounting Strong communication skills, both written and oral Educational Qualifications: Bachelor's Degree required, preferably from a top-tier school Minimum cumulative GPA of 3.5/4.0 Salary: $90,000 - $110,000 The expected base salary for this position ranges from $90,000 to $110,000.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.).