US Equity Quant Trader
Investment Banker Job 25 miles from Wayne
Our client is a leading Chinese quant hedge fund. They are seeking a highly skilled and motivated Equity Quantitative Trader to join their team in New York. The ideal candidate will have experience in systematic or algorithmic trading, a strong technical background, and the ability to communicate effectively in both Chinese and English. This role requires expertise in researching, developing, and optimizing trading algorithms while collaborating with cross-functional teams to enhance execution efficiency. The client is looking for someone with US equities market experience, other asset classes will not be considered.
Responsibilities:
Research, develop, and implement systematic trading algorithms across equities or futures markets.
Maintain, monitor, and enhance existing trading environments to ensure smooth execution.
Track, analyze, and optimize quantitative trading strategies, managing execution risk based on market microstructure.
Develop and maintain tools for risk monitoring, profit & loss analysis, and position reporting.
Collaborate with portfolio managers, researchers, developers, traders, and risk managers to refine and implement trading solutions.
Stay updated on macro and micro market environments, providing market insights and adjusting trading strategies as needed.
Qualifications:
3+ years of professional experience in electronic, systematic, or algorithmic trading within equities or futures markets.
Bachelor's degree or higher in Computer Science, Mathematics, Statistics, Financial Engineering, or related fields from a top-tier university.
Proficiency in at least one programming language such as Python or C++.
Strong analytical and problem-solving skills, with the ability to operate in a fast-paced, high-pressure environment.
Excellent communication and collaboration skills, with a team-oriented mindset.
Fluent in both Chinese and English to facilitate effective global communication.
Additional Preferred Experience:
Experience in trade execution, quantitative research, risk management, operations, or IT.
Deep knowledge and passion for financial markets, with a strong understanding of equities, futures, and other financial instruments.
This is an excellent opportunity for a talented Quant Trader to join a dynamic and innovative team in a highly competitive trading environment. If you are eager to leverage your quantitative expertise and thrive in a global trading firm, we encourage you to apply!
Investment Associate
Investment Banker Job 17 miles from Wayne
Responsibilities
Evaluate opportunities through extensive research and primary diligence.
Perform detailed market analyses and draft investment memorandums.
Source investment opportunities through outreach, attending conferences, meetings, etc.
Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants.
Assist with other matters relating to the fund including investor relations, marketing, and operations.
Required Experience
Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing.
Bachelor's degree with top grades
Data-driven, detail-oriented, and intellectually curious
Strong project management, organizational skills, and process management
Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment
More Details
Full-time
Small-team, entrepreneurial environment
Office is based in Summit, New Jersey area
Hybrid work with 1-2 days in office
Private Investments Associate / Principal
Investment Banker Job 25 miles from Wayne
An international Infrastructure & Renewables Private Capital Fund is looking to expand at the Associate, VP and Principal level in New York due to its strong level of deal flow across the region.
This fund has an established team and portfolio dedicated to the Power, Infrastructure, Renewables and Transition space while investing on behalf of its extensive institutional base of clients.. The firm is managing an AUM of nearly $3bn and is well positioned globally so you will be within a team that exposes you to projects across the world while being at the forefront of driving innovation within the industry by emphasizing early-stage development across the industry.
Candidate responsibilities:
Reviewing potential investment opportunities and the execution of live projects
Constructing appropriate deal structures to minimize risk
Researching and drafting investment memoranda, pitches and presenting recommendations to appropriate external or internal parties
Monitoring of the fund's portfolio to maintain a certain level of strategic growth
Supporting the management and development of the junior team
Candidates must have:
Bachelor's degree, and/or an MBA from a top ranked institution
Minimum of 4+ years of relevant work experience in Investment Banking and/or Investment Management
Expertise in the Power, Energy, Infrastructure, Renewables and Transition sector is essential
Financial modeling and valuation expertise is crucial
Track record in supporting or leading origination activities
High level of proficiency across the Microsoft Office suite
Strong verbal and written communication skills
Capability to manage multiple live projects and work towards strict deadlines
Team player mentality and the ability to operate independently
FIG Investment Associate
Investment Banker Job 25 miles from Wayne
We are currently working with an established alternative asset management firm with $12B AUM, pursuing multiple strategies in the US, including direct lending, private equity, real estate private equity, and structured credit. The firm has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.
With offices in multiple locations, the firm is comprised of over 100 experienced professionals who value entrepreneurship, intellectual rigor, hard work, and continuous improvement.
The Position
Our client is seeking a professional to join its Specialty Finance Group at the Associate/Senior Associate level. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including:
Consumer Finance: consumer lending, secured/unsecured installment loans, and auto loans
Commercial Finance: small business lending, merchant cash advance, factoring, and asset-based lending
Leasing
Asset-Backed Securities
In this role, you will:
Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments.
Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting.
Conduct fundamental analysis of private credit, private equity, structured credit, real estate, and other investment opportunities across a wide range of industries and situations.
Monitor and manage portfolio investments.
Work in small deal teams directly with senior management, with an ability to have an out sized impact on the success of each investment and the firm overall.
Desired Skills and Experience
Demonstrated track record of excellence in academic, professional, and personal endeavors.
Relevant prior experience in private equity, investment banking, credit, management consulting, science, engineering, or other highly analytical and demanding roles.
Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process.
Strong verbal and written skills - investment professionals are expected to interact every day with financial sponsors, company management teams, and senior management.
Investment Associate - Credit
Investment Banker Job 25 miles from Wayne
Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum. This position is for a role in our New York or Boston office.
Role Description:
The Associate will be an integral member of Evolution Credit Partners and will be responsible for supporting the various strategies across the Firm. This person will be exposed to a broad range of structured credit, direct lending, working capital finance, and other opportunistic credit investment opportunities across various sectors. Partnering with a deal originator, they will be responsible for the fundamental credit analysis of investments made on behalf of Evolution Credit Partners with a deep emphasis on bottoms-up credit analysis and credit markets. The Associate will also be responsible for undertaking additional responsibilities across investing, business development, investor relations, and other strategic activities to support the entrepreneurial nature of the Firm and its growing credit platform.
Evolution Credit Partners is seeking an experienced associate that has worked in financial services, has training at an investment bank or similar environment with a comprehensive foundational skills training program. The ideal candidate has a strong desire to work across the Firm and its various business lines in an entrepreneurial manner, possesses a deep interest in and understanding of the credit markets, and will be able to contribute immediately to expanding the team's analytical investment capabilities.
The role will entail the following:
Conduct independent fundamental credit analysis, due diligence and approval of new investments
Calibrate financing needs and structures for prospective borrowers
Undertake financial modeling of investment opportunities
Analyze comparable credits
Provide comprehensive market reviews and insight across the credit markets
Interact with management teams, industry sources, and other investment professionals
Develop and advance business relationships, including with potential investments and existing and potential investors
Work to source new investment opportunities in an entrepreneurial environment
Lead specific aspects of the business development process including industry/market research, deal origination and qualification, and relationship building across key strategies for the Firm
Provide portfolio reports and presentations for internal and external use
Complete other ad hoc analysis and tasks as needed
Adhere to investment processes and operational standards of Evolution Credit Partners
Skills, Experience and Education:
2-4 years of experience in investment banking, private credit, and/or other relevant fields
Excellent credit skills demonstrated through prior relevant experience such as trading desk analyst or other credit research analyst roles
Deep understanding of the broader financial and specifically credit markets
Demonstrated initiative with high level of motivation
Enthusiastic team player and flexible in approach with ability to work independently
Strong interpersonal skills for interactions with investors, investment targets, and other key third parties
Open-minded thought processes with an ability to dynamically adapt to coverage of different investment strategies
Excellent written communication skills
Outstanding academic background from top-tier university
Investment Associate | Sustainable Infrastructure | IPP
Investment Banker Job 25 miles from Wayne
King & Sykes is a values driven staffing firm founded to partner with investment banks, private equity & alternative asset investors who are at the forefront of sustainable investing, and their portfolio of companies.
We're hiring an Associate level professional to join a leading IPP in New York, NY to contribute to their strategy, analysis, new market identification, and support across all facets of its business. The firm is a prominent owner and operator of renewable energy projects across the United States, managing a substantial portfolio of clean energy initiatives.
Responsibilities:
Support the development of market strategy and new project origination through power market research and trend analysis.
Conduct comprehensive analyses of electricity market fundamentals in various U.S. regions to pinpoint promising markets for renewable energy and energy storage.
Research renewable energy demand opportunities with U.S. corporations and utilities.
Perform routine and ad hoc competitive benchmarking and analysis.
Provide direct support for merger and acquisition (M&A) processes and financial underwriting.
Build and review financial models to guide management investment decisions, focusing on project returns, capital structure optimization, risk identification, and potential upside.
Present analytical findings in a clear and concise manner.
Support transaction leads in negotiating definitive documentation for debt and tax equity financings, acquisitions, and opportunistic sales across new and existing projects (in development, under construction, or operational).
Requirements:
3+ years of finance experience with direct exposure to alternative finance, corporate credit or equity, or structured products
Structuring and closing of sustainable infrastructure project finance transactions
Prior buyside experience or investment banking experience is strongly preferred
Investor Relations Associate - Entry Level (Islamic Fintech)
Investment Banker Job 25 miles from Wayne
Musaffa is a pioneering and rapidly expanding New York based Islamic fintech company, established more than four years ago. Our platform has quickly become one of the most visited platforms globally in Shariah-compliant capital markets. With a dedicated team of over 60 professionals, our platform serves over 508,000 users across 200+ countries, enabling them to screen and research Shariah-compliant investments. Our user base is growing daily and has the potential to attract millions of users globally in the very near future.
Our mission is to democratize access to investment opportunities, allowing individuals worldwide to invest according to their values. As we continue our rapid growth and aim to become one of the first unicorns in the Shariah-compliant investment sector, we are seeking an Investor Relations Associate. This entry-level role offers an exciting opportunity to learn and contribute to our investor relations team.
What You'll Do
As an Investor Relations Associate at Musaffa, you will be an integral part of our investor relations team, supporting various initiatives to engage with investors and facilitate fundraising campaigns. You will assist in strategizing, planning, and executing crowdfunding campaigns, as well as maintaining relationships with investors to support Musaffa's growth and expansion efforts.
At Musaffa, we don't just hire employees-we seek visionary partners and bold innovators who share our ambition to transform Musaffa into one of the most visited and impactful platforms in the global fintech industry. Together, we're not just building a company; we're shaping the future of halal investing.
This role requires flexibility in work hours, as we engage with a global audience spanning different time zones.
Key Responsibilities
Campaign Support:
Assist in developing and executing crowdfunding strategies tailored to diverse investor demographics.
Support the planning and design of fundraising campaigns, ensuring alignment with Musaffa's strategic objectives.
Investor Engagement:
Help identify and engage potential investors, including equity crowdfunding backers, accredited investors, and venture capitalists.
Assist in conducting meetings and pitches to secure investment, under the guidance of senior team members.
Investor Communications:
Support the preparation and distribution of investor-related materials, such as investment memos and pitch decks.
Help manage investor communications and maintain relationships with current and potential investors.
Content Assistance:
Aid in content creation for investor-related platforms, ensuring consistency and effectiveness in communication
Financial Analysis Support:
Assist in analyzing financial data and market trends to support investment opportunities.
Learn to develop financial models and valuations under the guidance of senior team members.
Regulatory Compliance:
Ensure compliance with relevant securities laws and regulations in all investor communications and operations.
Requirements
Educational Qualifications: Bachelor's degree in Finance, Business Administration, Marketing, or related field from a reputable university.
Experience: Entry-level position; prior internship or coursework in finance, investment, or related fields is a plus.
Skills
Strong communication skills, both written and verbal.
Detail-oriented with excellent organizational skills.
Basic understanding of financial concepts and investment principles.
Proficiency in Microsoft Office Suite.
Ability to learn quickly and adapt to a fast-paced environment.
Compensation and Benefits
Competitive Salary: Commensurate with experience and qualifications.
ESOP: Opportunity for an equity stake in the company through our Employee Stock Ownership Plan.
Additional Benefits: Health benefits, flexible vacation policy, and opportunities for professional development.
Join Us
If you are enthusiastic about starting your career in investor relations and contributing to the growth of a dynamic fintech company, Musaffa offers an exciting opportunity for you. Please send your application, including a resume and a cover letter, to *******************.
Investment Associate
Investment Banker Job 25 miles from Wayne
New York, NY | 2025 Start
Dextra Partners LLC (“Dextra”) is a rapidly growing, multi-strategy private equity firm based in New York, NY. Founded in 2022, Dextra has raised $4+ billion in investable capital to date focused on:
Primaries: Underwriting LP commitments to top-tier middle market buyout sponsors
Equity Co-investments: Minority equity investments in deals alongside control sponsors
Secondaries: GP-led continuation vehicles
Direct Lending: Senior debt and unitranche financings
More information about Dextra can be found at ***************
Dextra is seeking a highly motivated Associate to join its 11-person investment team and assist in sourcing, underwriting, and monitoring investments across all industries and strategies. The candidate should possess an entrepreneurial spirit and team mentality and will play a key role in shaping the future of Dextra. There will be a career track opportunity for talented professionals.
Responsibilities:
Evaluate investment opportunities in i) private equity funds and ii) direct investments across the equity and debt capital structure by conducting due diligence, financial analysis, company, and market research
Condense findings, draft investment memos, and present key takeaways to the team and investment committee
Develop, foster, and grow relationships with leading private equity sponsors and investors
Monitor investment performance and prepare periodic performance and valuation reports
Collaborate with the Business Development and IR team and support fundraising efforts
Actively present and participate in internal and external meetings. Opportunity to travel
Desired Skills:
Entrepreneurial nature, with a strong work ethic and attention to detail
Strong financial modeling and analytical skills. Excellent written and verbal communication skills
Ability to manage multiple projects and prioritize tasks in a fast-paced environment
Qualifications:
Undergraduate degree in Business, Economics, or a related major
2 to 4 years of experience in investment banking, private equity, private credit / leveraged finance, or a related field
Legally authorized to work in the U.S.
Base Salary Range: $115,000 - $135,000, plus bonus
Please note that Dextra Partners and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Dextra Partners or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Dextra Partners. If a third-party recruiting agency submits a resume without an agreement, Dextra Partners or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact Dextra Partners, in conjunction with a valid, fully executed contract for service based upon a specific job opening.
Quantitative Trader - Futures
Investment Banker Job 25 miles from Wayne
A systematic trading firm in NYC is looking to add a quantitative trader with futures trading experience to their team. The firm has been trading mid-frequency trading strategies successfully and have the infrastructure setup to implement new strategies. The firm was founded by individuals who spent time at top firms across the industry and they offer a collaborative environment plus the opportunity to make an impact immediately.
Responsibilities:
Research and implement systematic futures strategies
Actively monitor and manage trading algorithms to ensure profitability
Create new futures trading strategies to increase desk profitability and capture market share
Work collaboratively with developers and researchers on areas that can be improved
Analyze market trends and operational data to identify trading opportunities
Qualifications:
Options trading experience plus a proven track record at a trading firm
Proven success in a mid-frequency trading environment
BSc, MSc, or PhD in Computer Science, Statistics, Mathematics, or Physics
A generous total compensation package is on offer plus high % pnl split. This is an urgent requirement and the firm are looking for the successful candidate to start asap.
Associate, Investment Sales
Investment Banker Job 25 miles from Wayne
This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn's transformation for nearly two decades, responsible for over $3 Billion dollars of transactional volume in the process. The firm - 20 people strong and growing - has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year.
Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates.
Ideal candidates that are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players that accel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles.
Earning Potential
This is an independent contractor, 100% commission only based position, offering significant un-capped earning potential.
Six figure estimated earning potential within several years of consistent business development
Specifics
On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY
You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation.
We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability.
We operate within the Specialization approach, with our agents focusing on specific territories and asset types - promoting collaboration and information sharing, while eliminating internal deal competition.
Our leadership team is mostly compromised of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth.
Role/Responsibilities
Develop a deep understanding of the Brooklyn market via research projects and collection of market data
Input and organize data, coupled with relevant CRE software and systems training
Generate new opportunities by prospecting, cold calling, and identifying new business
Canvas specific neighborhoods in Brooklyn to photograph and get on the ground visibility of the asset types under your Specialization
Become active in the commercial real estate community, attending networking and industry events
Additional responsibilities as assigned by leadership team
Qualifications
Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process)
Must be passionate about sales, marketing, and the Brooklyn real estate market
Must be coachable and receptive to feedback
Must be a team player with integrity
Must be comfortable with hands-on sales and marketing activities including extensive cold calling
Must have strong written and communication skills and a basic understanding of finance
Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook
Must possess excellent communication skills; written and spoken
A bachelor's degree in real estate, marketing, business, or finance is helpful but not required
Investor Relations Associate
Investment Banker Job 25 miles from Wayne
Client: Financial Services Organization Role: Investor Relations Associate Salary: $110,000 - $120,000/annually About the Role: Seeking a highly motivated and detail-oriented Investor Relations Associate. The ideal candidate will have experience in creating and managing marketing materials, including Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and other investor communications. This role requires strong communication skills, both written and verbal, and the ability to work collaboratively with various teams within the firm.
Responsibilities:
Develop and maintain marketing materials such as DDQs, RFPs, pitch books, and investor presentations.
Coordinate and manage the preparation of investor reports and updates.
Develop relationships with exiting investors and be the point of contact for requests of information.
Assist in the organization and execution of investor meetings, conferences, and events.
Respond to investor inquiries and provide timely and accurate information.
Collaborate with the investment team to gather and analyze data for investor communications.
Maintain and update the investor relations database and CRM system.
Monitor industry trends and competitor activities to provide insights and recommendations.
Qualifications:
Bachelor's degree in Finance, Business, Marketing, or a related field.
3-4 years of experience in investor relations, marketing, or a related role within the financial services industry.
Strong understanding of private equity and investment management.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Experience with CRM systems and investor relations software is a plus.
Ability to work independently and as part of a team in a fast-paced environment.
Strong organizational skills and attention to detail.
Global Corporate & Investment Banking 1Yr. Internship
Investment Banker Job 25 miles from Wayne
Summary of Responsibilities:
A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries.
The Intern will coordinate closely with Relationship Managers 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.
Major/Essential Job Duties:
Marketing and Deal Execution
Identify and understand client needs, promptly responding to all client requests
Coordinate transaction closings, including management of all documentation and follow-up
Prepare for client meetings, including presentation materials, background information and call plans
Research and evaluate potential new client relationships
Risk/reward Analysis and Decisions
Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc
Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America
Participate in Credit Committees jointly with Relationship Managers
Internal Coordination and Problem Solving
Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc
Coordinate internal procedures with the Credit, Operational and Legal departments
Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development
Information Management and Reporting
Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts
Ensure integrity of domestic/global profitability information gathering for internal team reporting
Maintain the Customer Relationship Management system for pipeline and profitability reporting
Level of Complexity and Risk Involved:
The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research
For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank.
Scope of Duties
:
Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables
Additional expectations within the scope of the Intern role:
Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail)
Successful interaction with the various product groups and colleagues
Effective communication skills
Develop solid knowledge of corporate banking products and services
Strong work ethic and high degree of proactiveness
Skills, knowledge, and abilities/Competencies:
Technical Skills
:
Bachelor's degree
Strong analytical and financial modeling skills
Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus
Understanding of international economics and markets
Credit Training a plus
Performance Skills:
Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers)
Ability to work under pressure
Strong attention to detail
Strong interpersonal and teamwork skills
Management Responsibilities:
Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s).
Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients.
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 is $90,000.00. 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 Associate - Private Credit
Investment Banker Job 25 miles from Wayne
· Our client is a leading investment firm with over $20B AUM. They seek to hire an Investment Associate focused on private credit and special situations investing.
Responsibilities
· Participate directly in investment process through direct exposure to senior leadership
· Evaluating potential transactions through detailed research and analysis
· Conducting due diligence and assisting in the entire process from deal origination to management
· Preparing Investment Committee materials
· Performing industry sector deep dives in conjunction with industry specialist teams
· Lead & support robust corporate models and stress testing
· Work with cross functional teams (investment teams, capital markets, finance, risk) to support day-to-day fund/portfolio level decisions
Qualifications
· 1-5 years of total work experience within an investment bank or investment firm with strong credit knowledge
· Experience using Bloomberg beneficial
· Strong quantitative skills, modeling with proficiency with Excel
· Bachelor's degree from a top-tier institution
· Demonstrated professional and academic achievement
· Energetic, self-motivated, self-starter who thrives on challenge in a dynamic environment
Associate - Value-Add Infrastructure Investor, NYC
Investment Banker Job 25 miles from Wayne
We are partnered with the NYC office of an established global infrastructure investor hiring an Associate to support a VP and Director in expanding their coverage across the digital infrastructure space (where they have already made notable US investments to date).
The team has brought on excellent leadership to build out the North American practice, and since inception have grown to seven investors. Our client takes a hands-on approach to investing and has ample dry powder to deploy, making this an excellent time to join. In addition to the telecom space, the team also makes investments across energy transition and mobility sectors.
Qualifications:
2-4 years of experience in investment banking, private equity, or direct investing within telecom, energy/infrastructure or a relevant sector
Demonstrated deal experience and advanced financial modeling skills
Bachelor's degree in finance, economics, accounting, or a related field
Options Clearing SME
Investment Banker Job 17 miles from Wayne
We are seeking a motivated individual to join our team as an Options Operations Specialist. This role will oversee all aspects of options clearing operations, ensuring efficiency and compliance within our financial services organization. This position offers an opportunity to contribute significantly to our options trading capabilities.
Key Responsibilities:
Manage and oversee daily options operations, including clearing, settlement, and reconciliation processes.
Ensure adherence to regulatory requirements and internal policies related to options trading.
Collaborate closely with trading desks, risk management, and compliance teams to optimize operations and mitigate risks.
Monitor and analyze options trading activities to identify trends, issues, and opportunities for improvement.
Utilize trading platforms and systems proficiently to execute and monitor trades.
Provide support and guidance to junior team members or colleagues new to options trading.
Qualifications:
Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Minimum of 5 years of experience in options operations or a similar role within financial services.
Strong understanding of options clearing and settlement processes.
Proficiency in trading platforms and systems (e.g., Bloomberg, Fidessa, etc.).
Excellent analytical skills with the ability to interpret complex data and make informed decisions.
Detail-oriented with a proactive approach to problem-solving.
Effective communication skills and ability to work collaboratively in a team environment.
Knowledge of regulatory requirements and industry best practices related to options trading.
Additional Information:
Occasional work on one Saturday per month may be required to support operational needs.
If you are looking to advance your career in options operations and have a passion for financial markets, we encourage you to apply. Join us in shaping the future of our options trading capabilities.
Entry Level Banking Training Opportunity
Investment Banker Job 19 miles from Wayne
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area.
Are you eligible?
You can apply to Year Up United if you are:
- 18-29 years old
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Application Development & Support
- Business Fundamentals
- Helpdesk/Desktop Support
- Investment Operations
- Banking
- Data Analytics
- Quality Assurance
- Project Management Support
- Cyber Security
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Jersey City, NJ-07311
Equity Trader
Investment Banker Job 25 miles from Wayne
Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade.
·Bachelor's degree in Finance, Economics, or a related field.
·Minimum 6 years in financial services (buy or sell side experience) working with equity products.
·Experience with financing, accounting principles and procedures as well as financial markets and instruments.
Financial Representative | Top Training | Best Places to Work 2024
Investment Banker Job 9 miles from Wayne
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
Summer 2026 Investment Banking Internship
Investment Banker Job 25 miles from Wayne
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:
Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in its Healthcare, Technology, FIG, and Industrials coverage groups. Interns will be able to work on projects across different products within their industry coverage group, such as Mergers & Acquisitions, Equity Capital Markets, and Debt Capital Markets. Throughout the program, interns have the opportunity to work on pitches, live deals, and other long-term projects supporting our client-calling efforts, having exposure to the same type of work as full-time junior bankers, which includes, but is not limited to:
Performing valuation and building complex financial models
Analyzing detailed corporate, industry, and financial information
Creating client presentations, pitches, and bake-offs
Conducting due diligence
Preparing marketing memoranda and other written materials
Participating in the execution of financing and M&A transactions
Our internship program features a training program conducted by Pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Depending on performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation.
Qualifications:
Student pursuing a bachelor's degree with an anticipated graduation date between December 2026 and June 2027
Knowledge of finance and a strong interest in investment banking
Previous internships in financial services or a related field preferred
Strong analytical, critical thinking, problem-solving, and quantitative skills
Outstanding academic record
Ability to work in a team environment but also thrive in an entrepreneurial culture
High ethical and professional standards
Outstanding communication, interpersonal, and presentation skills
Self-starters who display initiative, drive, motivation, and leadership
Hourly $35.00 - $45.00 hourly
Financial Services Representative
Investment Banker Job 26 miles from Wayne
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience