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M A Investment Banking Analyst

New York,NY

911 M A Investment Banking Analyst jobs in New York,NY

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Tax Senior Manager, M&A Real Estate

KPMG

New York, NY 10025

OnsiteUrgently HiringHealth InsuranceRetirement Benefit

  • Minimum five years of recent experience working on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or accounting firm
  • Bachelor's degree from an accredited college/university
  • Licensed Certified Public Accountant (CPA), Enrolled Agent (EA) or Juris Doctor/Master of Laws (JD/LLM), in addition to others on KPMG's approved credential listing
  • Any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
  • Experience managing multiple client engagements and client service teams of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds)
  • Proficient in the taxation of partnerships and tiered investment fund structures and knowledge of a broad range of domestic and international tax law provisions
  • Ability to develop and deepen client relationships and expand the KPMG footprint in the local and global markets while working with both U.S. and non-U.S. KPMG teams to bring the right services to new and existing clients
  • Strong research and writing skills; excellent verbal and written communication skills with the ability to articulate complex information
  • Minimum eight years of recent experience working on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or accounting firm
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Credit Associate - Private Banking Commercial Real Estate

City National Bank

New York, NY 10025

$34.55-$55.19/hr
OnsiteUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Bachelor's Degree or equivalent in Finance, Business, or related field
  • Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
  • Experience working with high net worth / private banking / wealth management clients is preferred. Candidate must have foundational understanding of personal financial statements, real estate schedules, and tax returns.
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Director, Banking and Payments IT M&A - Due Diligence, Integration and Separation - Strategy

KPMG

New York, NY 10025

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Portfolio Manager Associate

City National Bank

New York, NY 10025

$92,114-$156,880/yr
OnsiteUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Bachelor's Degree
  • Minimum 4 years of experience in Investment Management
  • FINRA Series 65, or the ability to obtain
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Investment Forecasting Strategy & Transformation Lead

MassMutual

New York, NY 10012

Onsite

  • 10+ years of experience in FP&A; forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles
  • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field
  • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs
  • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles
  • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how."
  • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor
  • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one
  • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes
  • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards
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VP, Financial Consultant - Forest Hills, NY

Charles Schwab

Forest Hills, NY 11375

~ 20 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing
  • You will be required to register and to submit to the required SAFE Act background check and registration process
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Associate, Financial Advisor, New York, NY

Santander Holdings USA

New York, NY 10022

Onsite

  • Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
  • 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • 1+ Years: Experience providing investment guidance and advice to clients - Required.
  • NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
  • Appropriate state insurance licenses - Required.
  • Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
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Analyst II, Customer Insights & Analytics

Dollar Tree

New York, NY 10025

OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Bachelors Degree (BA / BS/ BFA) or equivalent, and 1-3 years experience.
  • Must have hands-on data mining experience using at least one of the following platforms: Nielsen, Circana, Numerator, or 1010data.
  • Applicants must be authorized to work in the United States on a full-time basis.
  • The company is unable to sponsor employment visas for this position at this time or in the future.
  • Must be willing to relocate to Chesapeake, VA
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Entry Level Banking Training Opportunity

Year Up United

New York, NY 10261

$525/wk
Onsite

  • A high school graduate or GED recipient
  • Eligible to work in the U. S.
  • Highly motivated to learn technical and professional skills
  • Have not obtained a Bachelor? s degree
  • You may be required to answer additional screening questions when applying
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Senior Analyst - BCG Vantage, Financial Institutions - Wealth Management

Boston Consulting Group

New York, NY 10025

OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • 2+ years as management consultant with a focus on the U.S. wealth management/private banking sector required; candidates who served as in-house strategy consultant embedded with a wealth management firm preferred
  • In lieu of consultant experience, 3+ years minimum of experience at a wealth management firm required; 4-6+ years of such industry experience strongly preferred
  • Bachelor's Degree required (advanced degree preferred)
  • Fl uency in English
  • Strong business acumen, superior analytical & problem-solving skills, and conceptual framing capabilities
  • Effective written communications and excellent PowerPoint & Excel skills
  • Excellent interpersonal skills, and ability to communicate with all levels of seniority with internal and external stakeholders, while working in a global collaborative team environment
  • 1+ travel to serve clients onsite during staffing assignments is expected
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