Investment Advisory Director
4 days ago
Tandym Group is seeking an experienced professional to fill the role of Investment Advisory Associate Director. This position requires a strong understanding of the Investment Advisors Act of 1940 and the ability to work closely with clients on compliance matters. The ideal candidate will have a bachelor's degree in a related field and 3-5 years of direct RIA experience. Key responsibilities include establishing and maintaining a compliance program, drafting Form ADV amendments, and participating in SEC mock exams. The successful candidate will also be responsible for creating RIA and client relationships through networking and performing other duties as needed. If you have a solid understanding of regulatory requirements and excellent communication skills, we encourage you to apply for this exciting opportunity.
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Investment Advisory Associate
3 weeks ago
New York, New York, United States International Search Consultants Full timeJob Description:International Search Consultants is partnering with a prominent Wealth Management firm to find a skilled Investment Advisory Associate to join their team.Key Responsibilities:Partner with the Client Advisory team to deliver wealth advisory services to Ultra High Net Worth Clients.Communicate directly with clients and their external advisors...
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Investment Advisory Program Specialist
4 weeks ago
New York, New York, United States Oppenheimer & Co. Inc. Full timeJob OverviewAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the firm is involved in a diverse array of services within the financial sector, encompassing retail securities brokerage, institutional trading, investment banking (both corporate and...
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Investment Advisory Program Associate
4 weeks ago
New York, New York, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc. stands as a distinguished mid-market investment banking and full-service brokerage firm, with a legacy that extends back to 1881. The organization operates within diverse sectors of the financial services landscape, providing a range of offerings including retail securities brokerage, institutional sales...
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Vice President Investment Banking, Media
3 weeks ago
New York, New York, United States Moelis & Co. Full timeWe are a leading global investment bank and financial advisory firm, and we are seeking a highly skilled and experienced Vice President to join our Media & Telecom financial advisory practice in Los Angeles. Our team provides top-notch investment, risk advisory, merger & acquisition and capital markets services to our clients.As a Vice President, you will...
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Vice President Investment Banking, Media
2 weeks ago
New York, New York, United States Moelis & Co. Full timeWe are a leading global investment bank and financial advisory firm, and we are seeking a highly skilled and experienced Vice President to join our Media & Telecom financial advisory practice in Los Angeles. Our team provides top-notch investment, risk advisory, merger & acquisition and capital markets services to our clients.Key Responsibilities:Oversee a...
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Strategic Advisory Director
1 week ago
New York, New York, United States PJT Partners Full timeAbout PJT PartnersPJT Partners is a global advisory-focused investment bank that delivers a wide range of strategic advisory, shareholder advisory, restructuring, and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.Job SummaryWe are seeking an experienced Managing Director to join our...
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Investment Banking Managing Director
1 week ago
New York, New York, United States Bridgepoint Investment Banking Full timeJoin Our Team as a Managing DirectorBridgepoint Investment Banking is a next-generation, impact-focused investment bank that offers a unique opportunity for experienced Managing Directors to augment our growing and differentiated middle market investment banking firm.About the RoleWe are seeking highly skilled and experienced Managing Directors to provide...
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Investment Banking Director
2 weeks ago
New York, New York, United States FE International LTD Full timeSenior Investment Banking DirectorFE International LTD is seeking a seasoned Senior Investment Banking Director to lead our transaction origination efforts. As a key member of our team, you will be responsible for originating and executing new transactions for high-value clients across various industries.Key Responsibilities:Solicit new advisory business...
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Investment Analyst
4 weeks ago
New York, New York, United States Lazard Full timeLocation: Americas Business Unit: Financial Advisory Job Overview: Lazard stands as a premier financial advisory and asset management firm globally. Our workforce is our greatest asset. With a community of over 3,000 professionals, we foster an environment where individuals eager to learn and share knowledge can thrive together. We prioritize diversity,...
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Director of Private Debt Investments
4 days ago
New York, New York, United States StepStone Group Full timeJob Title: Director - Private Debt InvestmentsStepStone Group is a leading global private markets firm that provides customized investment and advisory solutions to sophisticated investors worldwide. With a strong presence in the private markets, we offer creative solutions to meet the objectives of any investment program.Job Summary:The Director of Private...
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Director of Private Debt Investments
6 days ago
New York, New York, United States StepStone Group Full timeJob Title: Director of Private Debt InvestmentsStepStone Group is a leading global private markets firm that provides customized investment and advisory solutions to sophisticated investors worldwide. With a strong presence in 15 countries and 26 offices, we offer a unique opportunity to join a dynamic team of professionals who are passionate about...
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Investment Banking and Advisory Professional
3 weeks ago
New York, New York, United States Access Holdings Full timeAbout Access HoldingsAccess Holdings Management Company LLC is a middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.Our Investment ApproachWe undertake active build-and-buy...
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Valuation Advisory Director
3 weeks ago
New York, New York, United States Citrin Cooperman Advisors LLC Full timeAbout the RoleWe are seeking a highly experienced Director to join our Advisory Department in a leadership position. As a Director of Portfolio Valuation, you will be responsible for providing exceptional client service and overseeing the design of valuation models, including discounted cash flow, market multiple analysis, and option pricing.Key...
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Infrastructure Investment Manager
4 days ago
New York, New York, United States Tenfold Search & Advisory Full timeUnlock Your Potential in Energy TransitionAt Tenfold Search & Advisory, we're partnering with a pioneering U.S. investment firm to drive the energy transition forward. This firm boasts substantial capital and a clear strategy to expand its footprint and capabilities, making it an ideal partner for ambitious professionals.Key Responsibilities:Develop and...
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Investment Banking Professional
5 days ago
New York, New York, United States Howden Capital Markets & Advisory Full timeJob Title: Investment Banking AnalystAt Howden Capital Markets & Advisory, we are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team. As an Investment Banking Analyst, you will play a critical role in providing analytical support on mergers and acquisitions, public and private capital offerings, and other financial...
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Investment Analyst
2 weeks ago
New York, New York, United States Insight Advisory Partners, LLC Full timeAbout Insight Advisory Partners, LLCInsight Advisory Partners, LLC is a global investment advisory firm partnering with high-growth technology, software, and Internet startup and scale-up companies that are driving transformative changes in their industries. As a leading investment advisory firm, we have over $80B in regulatory assets under management and...
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Investment Banking Analyst, Biopharma Advisory
2 weeks ago
New York, New York, United States Leerink Partners LLC Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Banking Analyst to join our Biopharma Advisory team at Leerink Partners LLC. As a key member of our team, you will contribute to a world-class investment banking practice focused on healthcare and life science companies.Key ResponsibilitiesParticipate in client transactions, projects,...
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IT SOX Advisory Director
2 weeks ago
New York, New York, United States Solomon Page Full timeIT SOX Advisory Director OpportunitySolomon Page is seeking an experienced IT SOX Advisory Director to lead our IT SOX Advisory service line. As a key member of our team, you will be responsible for overseeing all aspects of IT SOX Advisory services, ensuring all engagements achieve projected metrics.Key Responsibilities:Oversee IT SOX Advisory services,...
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Investment Banking Director
2 weeks ago
New York, New York, United States Advisor Group Full timeJob SummaryWe are seeking a highly experienced and dynamic Managing Director of Investment Banking to join our investment banking division at Advisor Group. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and execute...
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Energy Infrastructure Investment Associate
6 days ago
New York, New York, United States Tenfold Search & Advisory Full timeEnergy Transition Investment OpportunityTenfold Search & Advisory is partnering with a rapidly growing U.S. investment firm making significant strides in the energy transition sector. This firm has substantial capital to deploy and fuel its ambitious expansion plans, poised for significant growth with a clear strategy to expand its footprint and enhance its...