Finance Planner Jobs in Bayonne, NJ

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!

The Investor Relations Associate will work collaboratively to support the IR team with the creation of marketing materials. Responsibilities are inclusive of the following: Responsibilities: Act as day-to-day point of contact for contact requests and relationship development Client support inclusive of drafting responses, consultant inquiries and the creation of client presentations Timely creation of marketing requests such as Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs) and Requests for Information (RFIs) Work cross-functionally amongst various internal teams including Fund Administration, Operations, Investments, Legal, and Compliance Assist in meeting execution Requirements: Bachelor's Degree 4+ years of experience within the asset management industry, a year or two of private equity experience highly preferred Ability to work collaboratively, strong communication skills, both verbal and written Proficiency with Microsoft Office (Excel, PowerPoint, and Word)

Annual Salary: $175,000 About My Client: My client is a dynamic and growing investment bank specializing in middle market transactions across multiple sectors. Their team is dedicated to providing top-notch advisory services and delivering exceptional results for their clients. Position Overview: My client is seeking a highly motivated and experienced Associate to join their Energy team. This role offers a unique opportunity to work closely with senior bankers on deal origination, providing valuable experience and career growth. Key Responsibilities: Plays an integral role in supporting senior bankers in new business development, due diligence, and/or transaction execution within the energy transition and power & renewables sectors. Under limited supervision, performs tasks assigned and managed by senior staff, including: Drafting internal and external documents and marketing materials. Financial modeling. Conducting due diligence. Executing transactions. Working with clients, attorneys, investors, interested parties, and/or other senior professionals on a day-to-day basis. Play an integral role coaching and mentoring Analysts and Interns, while helping to both supervise the compilation of and review work product. Maintain up-to-date knowledge of industry trends, market conditions, and regulatory changes. Builds cross-functional relationships within Corporate & Investment Banking Requirements: 2+ years of prior Analyst experience in energy transition and/or power & renewables, or at least 1 year of relevant industry experience plus an MBA. Strong knowledge of investment banking, market, industry sector, and/or financial products. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Excellent analytical, communication, and presentation skills. Ability to work effectively in a fast-paced, team-oriented environment. Benefits: Competitive annual salary of $175,000. Comprehensive medical, dental, and vision insurance. Life insurance, disability, and accidental death and dismemberment coverage. Tax-preferred savings accounts. 401(k) plan with company match. My client is seeking talented and motivated investment banking professional with a passion for Energy, Power, and Renewables. If you are looking to join a dynamic work environment, where you can make an immediate impact, don't hesitate to apply.

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

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.

Riveria Investment Group is a New York-based investment firm focused on buyout and growth stage opportunities. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long-term trends. The core of our investment thesis is to partner with strong management teams and provide the necessary support to facilitate growth. Overview: We are seeking a highly skilled and detail-oriented Analyst to join our team. As an Analyst, you will be responsible for conducting qualitative and quantitative analyses, evaluating financial data, and providing insights to support investment decisions. This is an exciting opportunity to contribute to our investment strategies and gain exposure to all stages of private equity investing. Responsibilities: - Develop relationships with investment bankers, intermediaries, industry experts, and management teams to source investment opportunities - Build and maintain detailed financial models (including LBO models) to analyze the financial performance and projections of potential opportunities. - Conduct in-depth financial analysis, including reviewing historical financials, projecting future cash flows, and performing sensitivity analyses - Assist in assessing the value of companies and determining the appropriate capital structure for investments - Perform detailed due diligence, including market research, competitive analysis, and operational assessments - Assist in the structuring and execution of investment transactions, including preparation of investment memos and presentations to support the decision-making process - Present findings and recommendations to senior team members, including Managing Partner and Principal - Support the monitoring and management of portfolio companies, including performance tracking and strategic initiatives - Stay up-to-date with industry trends, regulatory changes, and financial concepts - Work directly with Riveria operating partners to analyze, structure, and negotiate proprietary investment opportunities Skills: - Exceptional analytical and problem-solving abilities - Excellent written and verbal communication skills - Strong financial modeling and Excel skills, with proficiency in valuation techniques (LBO, DCF, and other valuation techniques) - Ability to work collaboratively in a fast-paced, team-oriented environment - Strong and thorough attention to detail and ability to handle multiple tasks simultaneously Qualifications: - Bachelor's degree in Finance, Economics, Business Administration or related field. - 0-1 year of experience in investment banking, management consulting, corporate finance or related field. If you are a motivated individual with a passion for finance and possess the necessary analytical skills, we encourage you to apply for this position. Join our team of professionals dedicated to delivering exceptional results in the world of investments. Please E-Mail ************************ with a resume and cover letter.

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.).

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

Investment Banking Associate - IndustrialsNew York, United States of AmericaJob Description Essential Functions/Responsibility Statements: Provides support to senior bankers. Develop client presentation materials, including all background research, analysis and drafting. Familiarity with financial models and other financial analysis. Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis. Support product partners and monitor entire execution process for transactions ensuring timely execution to meet client expectations. Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements and policies. 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 degree and/or equivalent work experience, in Finance, Business, or a related field. Master's degree or MBA (Preferred). Work Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking. Skills and Abilities: Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in Industrials. Expert knowledge of Excel and PowerPoint with advanced financial modeling skills. Strong communication and interpersonal skills. Team player and self-starter. 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. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC Salary: $131,250 - $225,000/year

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

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.

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.

Financial Advisor - North Jersey Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales? A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training. We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions. Manage your client's financial plans to help them achieve their goals, and grow relationships to support them through every stage of life. Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. You could be right for this opportunity if you have: Strong work ethic & motivated Sales and business development skills Entrepreneurial ambitions Strong leadership and communication skills History of success in relationship-building or client-facing roles Desire for ongoing learning Knowledge of financial products and services Legal authorization to work in the US without sponsorship The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success. Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner designation support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning About Northwestern Mutual For over 165 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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner

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.

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.

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.).

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