Finance Planner Jobs in Westfield, NJ

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.

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

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

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.

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 Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life 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: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. 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. 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 revenue1: 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) Additional income structure to support training and early development 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 licensing support2 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 You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship 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 contractors3 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-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 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 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To 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

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.

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.

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.

Full job description Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: - BA or BS degree from a four-year institution preferred - Candidate must be an accomplished communicator with strong verbal and written skills - Prior sales and/or business experience preferred and possess a history of personal and professional success. - Prior financial services experience not needed -- extensive training platform provided. While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule - it is not necessary to come into the office daily, you determine your own calendar Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $250,000.00 per year Benefits: Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Bachelor's (Preferred) Experience: Sales: 5 years (Preferred)

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.).

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.