2026 equity research summer analyst new york, ny

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2026 equity research summer analyst new york, ny Jobs in New York

2026 summer internship - third party risk management Jobs in New York

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analyst associate credit multi asset solutions fundraise management

Brookfield

<div>
 <strong>
  Location
  <br/>
  <br/>
 </strong>
 Brookfield Place New York - 225 Liberty Street, 8th Floor
 <br/>
 <br/>
 <strong>
  Business - Global Client Group
  <br/>
  <br/>
 </strong>
 Brookfield is one of the world&rsquo;s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield&rsquo;s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield&rsquo;s various private funds and Affiliate Managers.
 <br/>
 <br/>
 <strong>
  Brookfield Culture
  <br/>
  <br/>
 </strong>
 Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 <br/>
 <br/>
 <strong>
  Job Description:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The Global Client Group is seeking an Analyst / Associate &ndash; Credit &amp; Multi-Asset Solutions, Fundraise Management, to work with the Brookfield&rsquo;s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield&rsquo;s existing credit products.
  </li>
  <li>
   The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
  </li>
  <li>
   Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
  </li>
  <li>
   Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
  </li>
  <li>
   Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
  </li>
  <li>
   Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance &amp; Operations and the Investment Teams.
  </li>
  <li>
   Be a source of information and advisor for Brookfield&rsquo;s product offerings, the offerings of our key competitors and market in general.
  </li>
  <li>
   Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.
   <br/>
   <br/>
  </li>
 </ul>
 Qualifications Required:
 <br/>
 <br/>
 <ul>
  <li>
   Undergraduate degree in finance, business, economics, or another relevant discipline.
  </li>
  <li>
   Experience Required: 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
  </li>
  <li>
   Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important.
  </li>
  <li>
   Strong written and verbal communication skills.
  </li>
  <li>
   A team approach and a &ldquo;can do&rdquo; attitude.
  </li>
  <li>
   Ability to be a &ldquo;self-starter&rdquo; with intellectual curiosity and honesty.
  </li>
  <li>
   Experience in high volume processes and technology enabled solutions.
   <br/>
   <br/>
  </li>
 </ul>
 Salary: $105,000 - $150,000
 <br/>
 <br/>
 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
 <br/>
 <br/>
 Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
 <br/>
 <br/>
 We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
 <br/>
 <br/>
</div>


Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
</p><p><b>Job responsibilities:</b></p><ul><li>
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team&rsquo;s research process.</li><li>
Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
</li><li><p>Perform independent fundamental analysis of a company&rsquo;s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company&rsquo;s business model.</p></li><li><p>
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
</p></li><li><p>Maintain written and verbal communication with the Portfolio Manager.
</p></li><li><p>Collaborate on investment theses and monitor against company updates.</p></li><li><p>
Utilize valuation techniques to estimate firm value.</p></li></ul><p><b>
Required qualifications, skills and competencies;
</b></p><ul><li>Bachelor Degree</li><li>
4+ years experience.</li><li>
Generalist
</li><li>Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.</li><li>
Requires independent thinking and the ability to perform research with limited oversight.</li><li>
Must possess strong interpersonal skills and be a team player.
</li></ul><p><b>Preferred qualifications, skills and competencies;
</b></p><ul><li>Preferably a degree with a concentration in economics, finance, and/or CFA designation.
</li><li>Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Value Advantage Equity Research Analyst - Vice President

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com.<br>
<br>
<br>
<br>
<b>About this role:</b><br>
<br>
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials.<br>
<br>
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns.<br>
<br>
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy.<br>
<br>
<b>In this role, you will support:</b><br>
<br>
<b>Capital Optimization
</b><ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul><br>
<b>
Portfolio Strategy &amp; Credit Administration
</b><ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul><br>
<b>
Analytics, Reporting &amp; Presentation
</b><ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul><br>
<b>
Cross-Functional Collaboration</b><ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul><b>
Required Qualifications:
</b><ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:
</b><ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul><b>
Job Expectations:</b><ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul><b>
Posting Locations:</b><br>
<br>
Charlotte, NC: 550 S Tryon<br>
New York, NY: 30 Hudson Yards<br>
<br>
<b>Base Salary NC and NY:</b><br>
<br>
Base pay range: $100,000-110,000<br>
<br>
<b>Pay Range</b><br>
<br>
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.<br>
$90,000.00 - $150,000.00<br>
<b>Benefits
</b><br>
<br>
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul><b>
Posting End Date:</b><br>
16 Apr 2026<br>
<ul><li><b>Job posting may come down early due to volume of applicants.
</b></li></ul><br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Goldman Sachs

<div><div><div><div><div><div><div><p>Multi-Asset Solutions (MAS) is a multi-asset class investment group that operates within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of clients. These solutions bring together state-of-the-art techniques for multi-asset and liability-hedging portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world&rsquo;s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices.</p><br>
<p></p>
<p>
This position offers the opportunity to work on cutting-edge investment technology solutions that directly influence major institutional portfolios, providing unparalleled exposure to both advanced engineering practices and global financial markets.</p><br>
<p></p>
<p><b>
Responsibilities</b></p>
<ul><li>
This role involves partnering with the MAS investment group and an energetic engineering team to build a portfolio construction and implementation platform that supports order generation across multiple asset classes.</li><li>
Modernize the portfolio construction, implementation and data platform supporting the investment process.</li><li>
Architect and deploy AI agents through cross-functional collaboration to drive measurable business outcomes.</li><li>
Collaborate with MAS investment professionals to design, build, test, and enhance software features throughout the development lifecycle.</li><li>
Develop new platform functionality from the ground up, aligning with firm principles and leveraging your creativity and technical expertise.</li><li>
Work closely with stakeholders to iterate on designs and refine products for maximum commercial impact.</li><li>
Integrate new tools and workflows into existing systems in partnership with other teams.</li><li>
Take ownership of projects end-to-end, applying sound design and development practices.</li><li>
Engage in a collaborative, customer-centric team environment focused on delivering impactful solutions.</li><li>
5&ndash;7 years of hands-on development experience (Node.js, Java, or full-stack) with exposure to the complete software development lifecycle.</li><li>
Strong knowledge of data structures, algorithms, and design patterns.</li><li>
Knowledge of Python, experience developing agentic workflows, and familiarity with other emerging technologies are a plus.</li><li>
Experience with modern deployment practices(Containerization: Docker; Orchestration: Kubernetes) and DevOps practices is a plus.</li><li>
Proficiency in Node.js, Java, or another object-oriented programming languages.</li><li>
Experience with JavaScript frameworks such as Angular or React, and familiarity with HTML5 and CSS.</li><li>
Relational database experience (e.g., Sybase, SingleStore) and/or NoSQL database experience (e.g., MongoDB).</li><li>
Ability to maintain commercial focus and drive for quantifiable business impact.</li><li>
Demonstrated strong work ethic, ownership, and a sense of urgency.</li><li>
Excellent written and verbal communication skills, with the ability to collaborate with subject matter experts.</li></ul><br>
<p></p>
<p><b>
Skills &amp; Experience</b></p>
<ul><li>
5&ndash;7 years of hands-on development experience (Node.js, Java, or full-stack) with exposure to the complete software development lifecycle.</li><li>
Strong knowledge of data structures, algorithms, and design patterns.</li><li>
Knowledge of Python, experience developing agentic workflows, and familiarity with other emerging technologies are a plus.</li><li>
Experience with modern deployment practices(Containerization: Docker; Orchestration: Kubernetes) and DevOps practices is a plus.</li><li>
Proficiency in Node.js, Java, or another object-oriented programming languages.</li><li>
Experience with JavaScript frameworks such as Angular or React, and familiarity with HTML5 and CSS.</li><li>
Relational database experience (e.g., Sybase, SingleStore) and/or NoSQL database experience (e.g., MongoDB).</li><li>
Ability to maintain commercial focus and drive for quantifiable business impact.</li><li>
Demonstrated strong work ethic, ownership, and a sense of urgency.</li><li>
Excellent written and verbal communication skills, with the ability to collaborate with subject matter experts.</li></ul>
<p><b>
Goldman Sachs Engineering Culture</b></p>
<p>
At Goldman Sachs, our Engineers don&rsquo;t just make things &ndash; we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets.</p>
<p>
Engineering is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. Want to push the limit of digital possibilities? Start here!</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Software Engineering
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 130,000 - 250,000</p>

Asset & Wealth Management - Software Engineering - Vice President - New York

TD Bank

<div><p><b>Work Location </b>:
</p>New York, New York, United States of America
<p></p><p><b>Hours:
</b></p>40
<p></p><p><b>Line of Business:
</b></p>TD Securities
<p></p><p><b>Pay Detail:
</b></p>$110,000 - $130,000 USD
<p></p><p>TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
</p><p></p><p>As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
</p><p></p><p><b>Job Description:
</b></p><p>Preferred Qualifications:
</p><p></p><p><b>Company Overview
</b></p><p>TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore, and Tokyo. www.td.com
</p><p><b>Department Overview
</b></p><p>TD Securities Global Asset Servicing (GAS) is a diverse and dynamic group of individuals, whose varied talents and experiences enable us to provide critical infrastructure services that support and/or control the trading, investment, and corporate banking functions of TD Securities. We are committed to innovation with purpose, execution with excellence, and continually improving the employee value proposition. We foster a culture of diversity, inclusion, and community giving. Our dynamic team is divided into five main functional areas: Capital Markets, Financing Operations, Payment and Correspondent Banking Services, Business Services, and Change Delivery.
</p><p>The GAS team partners with the front office and other groups globally to manage risk and deliver world class service to our global client base. The team provide operational support and control across the trade lifecycle. The team is heavily involved in new product initiatives and process improvements support the growing needs of the business. We take great pride in ensuring controls are continuously monitored and updated while focusing on exceeding customer expectations.
</p><p>If you are industrious, collaborative, innovative, and enjoy visionary thinking, joining our team could be an ideal opportunity for you.
</p><p><b>Global Asset Servicing &ndash; Corporate Actions Overview
</b></p><ul><li>Manage daily Corporate Action Events across multiple fixed income products.
</li><li>Familiarity with DTC, Euroclear and foreign depository clearance, settlements, and Asset Servicing.
</li><li>Knowledge of new bond issues, changes in terms and conditions to the indentures, details, and calculations of interest for P&amp;I, fixed and floating rate issues, bankruptcies, liquidations, defaults, consents, conversions, full and partial calls, and maturities.
</li><li>Responsible for processing Corporate Actions from trade date to settlement date including fails management over the complete event.
</li><li>Interact with operations groups globally to provide industry leading client service to external clients and internal stakeholders.
</li><li>Internal and external clients while developing relationships with colleagues across TDS Global Operations and Business Services.
</li></ul><p>The Global Asset Servicing Corporate Actions team is responsible for ensuring complete, accurate, and timely processing of all corporate actions as well as maintaining the multiple security masters (cross platform).
</p><p><b>Primary Responsibilities </b>:
</p><ul><li>Asset Servicing event creation in proprietary systems.
</li><li>Perform day-to-day processing and reconciliation of all Corporate Action Events.
</li><li>Identification, escalation, and resolution of corporate action issues understanding while working against critical deadlines.
</li><li>Processing ad-hoc bond conversion requests on 144A/REGS securities.
</li><li>Working with external brokers to process events on Repo / Stock Loan positions and settle claims.
</li><li>Respond to both internal and external inquiries expeditiously.
</li><li>Working in a dynamic environment; leverage expertise in key areas to deliver a superior work product.
</li><li>Partner with technology to development, implement and refine internal system and processes.
</li><li>Provide management feedback on custodian and vendor performance.
</li><li>Support direct manager in the delivery and monitoring of daily outputs and critical tasks.
</li><li>Efficiently maintain documentation for regulatory, compliance, and audit purposes.
</li><li>Drive new business initiatives and pursue automations in support of STP (straight through processing).
</li></ul><p></p><p><b>Qualifications:
</b></p><ul><li>5+ years&rsquo; experience in Asset Servicing Operations.
</li><li>Can collaborate with and encourage other team members in the pursuit of operational excellence.
</li><li>Possess excellent communication skills.
</li><li>Able to work in a fast-paced, deadline sensitive environment.
</li><li>Self-starter who is comfortable in a complex role interfacing with clients and internal teams.
</li></ul><ul><li>Strong knowledge of Excel (e.g., VLOOKUP, pivots, macros, etc.).
</li><li>Proven risk management skills, fostering a zero-tolerance policy for poor management practices.
</li><li>Broadridge NAPE experience is preferred
</li><li>Strong front-to-back ownership mentality
</li><li>Adept at multi-tasking skills with the ability to prioritize competing/conflicting priorities.
</li><li>Excellent analytical/problem solving skills while maintaining a sense of urgency.
</li><li>Understanding of industry best practices.
</li><li>Build strong relationships and work collaboratively within Global Operations and Business Services teams to support the growing needs of the business.
</li></ul><h3 class="jobSectionHeader"><b>Inclusiveness
</b></h3><p>At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, creating an environment where every employee can reach their potential.
</p><p>If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
</p><p>EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
</p><p></p><p>The Operations Analyst/Specialist II TDS coordinates and executes projects primarily focused on the continuous improvement of Operations and/or the attainment of organizational objectives. The Operations Analyst/Specialist II TDS assists Operations management in identifying opportunities for process improvements, analyzes options (including software, workflow changes, training needs, and procedure modification), and presents recommendations and implements change.
</p><p></p><p><b>Depth &amp; Scope:
</b></p><ul><li>Performs more complex operational analysis within the Loss Analytics department
</li><li>Works independently and works with the Management team in making decisions on policy and procedure changes
</li><li>Develops recommendation and coordinates the implementation of new procedures
</li><li>Disseminates analyzed findings and makes recommendations to Management pertaining to system configurations and/or process changes
</li><li>Manages through to completion on assigned projects including identifying project requirements, gathering information, developing an approach, executing the project and ensuring communication occurs across functional areas
</li><li>Projects could involve standardization, conversion, productivity, service quality or other strategic issues or documentation related to these areas
</li><li>Leads capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Collects and analyzes pertinent information and data pertaining to fraud committed against TD Bank
</li><li>Conducts detailed statistical analysis involving fraud loss and check card data and correlate to Fraud Management applications/processes to determine department effectiveness
</li><li>Completes ad-hoc reporting and analysis requests from Management including data collection
</li><li>Considered a subject matter expert for Operations processes and acts as a resource for resolving technical or operational issues
</li><li>Conducts capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Identifies opportunities and presents solutions for process improvements, including streamlining functions, resolving processing problems and improving service quality
</li>Develops solutions in conjunction with work teams and management and then coordinates implementation<br>
<li>
</li></ul><p><br>
<b>Experience:
</b></p><ul><li>Bachelor's degree, or specialized training / equivalent work experience
</li><li>5+ years related experience
</li><li>Successful project management skills and ability to work independently
</li><li>Proven ability to relate technical solutions to operational issues
</li><li>Proven verbal and written communication skills
</li><li>Excellent in operating computer applications with specific focus on data retrieval and research including CMOD
</li><li>Solid understanding of data analysis techniques and methodology
</li><li>Proficient in Monarch, Access and Excel, proven knowledge of PowerPoint and Word
</li></ul><p></p><p><b>Who We Are
</b></p><p>TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
</p><p></p><p>Together, we are reimagining what banking can be for our clients, colleagues and communities.
</p><p></p><p><b>Our Total Rewards Package
</b><br>
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more<br>
<br>
</p><p><b>Additional Information:
</b><br>
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
<br>
<br>
<b>Colleague Development
</b></p><p>If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
</p><p></p><p>If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
</p><p></p><p>We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.<br>
<br>
</p><p><b>Training &amp; Onboarding
</b><br>
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
<br>
<br>
<b>Interview Process
</b><br>
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.<br>
</p><p><br>
<b>Accommodation
</b></p><p>TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
</p><p></p><p>If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</p></div>

Operations Analyst, TDS Global Asset Servicing - Corporate Actions

WisdomTree

<div>
 WisdomTree is seeking an early-career
 <strong>
  AI Enablement Analyst
 </strong>
 to help scale practical AI adoption across the firm. This role is ideal for a recent graduate or candidate with 1+ years of experience who is highly fluent in modern AI tools and excited to help teams apply them in real business workflows.
 <br/>
 <br/>
 This person will support a mix of AI initiatives, including user training, prompt development, custom GPT and app creation, workflow support, automation, and experimentation with agent-based tools and platforms. The role will work across functions to identify use cases, help prototype solutions, document best practices, and support adoption of tools such as ChatGPT, Microsoft Copilot, Power Apps, Power Automate, Copilot Studio, and Azure AI / Microsoft Foundry-based solutions.
 <br/>
 <br/>
 This role is well suited for someone who is curious, adaptable, technically comfortable, and able to translate between business needs and emerging AI capabilities. The individual will support WisdomTree&rsquo;s growing AI program and work closely with the firm&rsquo;s AI Tech &amp; Operations leadership and the AI Solutions Analyst to help execute AI initiatives across training, workflow design, solution development, and user adoption.
 <br/>
 <br/>
 While the position has a primary emphasis on enablement, training, adoption, and business engagement, the individual will be cross-trained across solution-building activities and expected to contribute broadly across the team&rsquo;s AI initiatives.
 <br/>
 <br/>
 <strong>
  Success In This Role Would Be Achieved By
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support day-to-day AI enablement efforts across business teams
  </li>
  <li>
   Help design, test, and refine prompts, reusable workflows, and AI playbooks
  </li>
  <li>
   Assist with building and maintaining lightweight AI solutions, including custom GPTs, internal assistants, workflow prototypes, and Microsoft-based automations
  </li>
  <li>
   Partner with internal stakeholders to identify repetitive tasks and opportunities for AI-assisted automation and workflow improvement
  </li>
  <li>
   Help design and support AI-enabled workflows and lightweight business solutions using Microsoft tools such as Power Apps, Power Automate, Copilot Studio, and related platforms
  </li>
  <li>
   Create clear documentation, user guides, training materials, and best practices for AI tools and workflows
  </li>
  <li>
   Help deliver AI training sessions, office hours, demos, and role-specific support
  </li>
  <li>
   Gather user feedback and identify opportunities to improve adoption, usability, and impact
  </li>
  <li>
   Evaluate new AI tools and platforms and summarize findings for business users
  </li>
  <li>
   Assist with testing outputs, validating quality, and promoting responsible AI use
  </li>
  <li>
   Help evaluate AI outputs, workflows, and automations for quality, reliability, and business usefulness
  </li>
  <li>
   Help track AI requests, pilot activity, enhancement opportunities, and follow-up items across projects
  </li>
  <li>
   Support cross-functional AI projects from idea stage through pilot deployment
  </li>
  <li>
   Collaborate closely with the AI Solutions Analyst on solution design, rollout, testing, and user support
  </li>
  <li>
   Build familiarity over time with agent-based tools, Microsoft Azure / Microsoft Foundry environments, and internal AI solution design and development
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Experience And Required Skill Set
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree or equivalent practical experience
  </li>
  <li>
   Strong familiarity with widely used AI tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or similar platforms
  </li>
  <li>
   Familiarity with Microsoft productivity and automation tools, including Power Apps, Power Automate, Copilot, or similar platforms
  </li>
  <li>
   Clear interest in applied AI, workflow improvement, training, and business enablement
  </li>
  <li>
   Strong written and verbal communication skills
  </li>
  <li>
   Ability to explain technical concepts in simple, practical terms
  </li>
  <li>
   Comfort learning new platforms quickly in a fast-changing environment
  </li>
  <li>
   Strong organization, documentation, and follow-through
  </li>
  <li>
   Analytical mindset with good judgment and attention to detail
   <br/>
   <br/>
  </li>
 </ul>
 $70,000 - $85,000 a year
 <br/>
 <br/>
 <strong>
  Compensation For This Role
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   base salary range of $70,000 through $85,000.**
  </li>
  <li>
   annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree&rsquo;s policies and procedures, and subject to the terms and conditions of WisdomTree&rsquo;s equity plan.
  </li>
  <li>
   Base rate offered will be based on candidate&rsquo;s experience, qualifications, skillset and geographic location (to account for comparative cost of living).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits For This Role
  <br/>
  <br/>
 </strong>
 WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
 <br/>
 <br/>
 <ul>
  <li>
   medical, dental and vision coverage with multiple plan options;
  </li>
  <li>
   health savings and flexible spending accounts;
  </li>
  <li>
   employer-paid life, disability and business travel insurance;
  </li>
  <li>
   401(k) plan with company match;
  </li>
  <li>
   flexible paid time off;
  </li>
  <li>
   educational reimbursement programs;
  </li>
  <li>
   wellness and fitness activities;
  </li>
  <li>
   paid parental leave; and
  </li>
  <li>
   volunteer time off
   <br/>
   <br/>
  </li>
 </ul>
 All such benefits are subject to the terms and conditions of WisdomTree&rsquo;s benefits plans and policies.
 <br/>
 <br/>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 W isdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect&trade;, blockchain-native digital wallet, WisdomTree Prime&reg;*, and have expanded into private markets through the acquisition of Ceres Partners&rsquo; U.S. farmland platform.
 <br/>
 <br/>
 <ul>
  <li>
   The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com , the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Work Smart
  <br/>
  <br/>
 </strong>
 Headquartered in New York City, WisdomTree embraces a &ldquo;Work Smart&rdquo; philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.
 <br/>
 <br/>
 <strong>
  Mission, Vision &amp; Values
  <br/>
  <br/>
 </strong>
 WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team . We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
 <br/>
 <br/>
 Learn more at https://www.wisdomtree.com
 <br/>
 <br/>
 WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
</div>


AI Enablement Analyst

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
The Telecommunications Services, Communications Infrastructure and Communications Software team currently covers 23-listed companies across subsectors and adjacencies including large cap telecommunications, AI and wireless infrastructure and emerging communications software companies. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.</p><p></p><p>
The candidate for the position should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in telecommunications/technology research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.</p><p></p><p>
The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:</p><ul><li>
Perform complex financial modeling &amp; valuation work</li><li>
Write regular industry and company reports and company launch initiations from scratch</li><li>
Develop databases integral to our research product</li><li>
Demonstrate strong industry knowledge and business judgment</li><li>
Work with Senior Analyst to develop key industry themes</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Participate and contribute to client meetings and events</li><li>
Attend meetings and interact with key opinion leaders</li><li>
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling</li><li>
Seek out new, value-added, and/or unusual sources of information</li><li>
Leverage our robust network of industry contacts</li><li>
Interact regularly with clients</li></ul><p></p><p><b>
Responsibilities:</b></p><ul><li>
Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments</li><li>
Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data</li><li>
Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience (business, economics or accounting degree preferred)</li><li>
2+ years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)</li><li>
Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel</li><li>
Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, regulatory and emerging technology trends.</li><li>
Must have strong attention to detail, ability to multi-task, and a strong work ethic</li></ul><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Analyst/Associate: Equity Research â€“ Telecommunication, Comm Infrastructure and Comm Software

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