analyst, corporate banking - capital & portfolio management

financial analyst

finance manager

analyst transactional risk Jobs in New York

analyst transactional risk

analyst, capital projects & real estate Jobs in New York

analyst, capital projects & real estate

analyst, corporate banking - capital & portfolio management Jobs in New York

analyst corporate banking capital portfolio management

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. 
 
 
 
About this role: 
 
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. 
 
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. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<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> 

Portfolio Strategy &amp; Credit Administration
<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> 

Analytics, Reporting &amp; Presentation
<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> 

Cross-Functional Collaboration<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>
Required Qualifications:
<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>
Desired Qualifications:
<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>
Job Expectations:<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>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
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. 
$90,000.00 - $150,000.00 
Benefits
 
 
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>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
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. 
 
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. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Ventas, Inc.

<div>
 
 Job Description
 
 
 
 Ventas is a leading S&amp;P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company&rsquo;s mission of helping people live longer, healthier, happier lives.
 
 
 The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.
 
 
 
 About The Role
 
 
 
 The Financial Analyst, Investments is a key contributor within the Ventas Investments group, supporting the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals. The Financial Analyst will work directly with investments team leadership, senior management and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment. The successful candidates will be joining a very active investments platform, with Ventas having completed &gt; $4 billion in new investments since 4Q24. Key responsibilities include:
 
 
 <ul>
 <li>
 Build and maintain financial models to support acquisitions, joint ventures, developments, redevelopments, and debt investments.
 </li>
 <li>
 Lead valuation analyses and sensitization of key transaction assumptions and risk drivers.
 </li>
 <li>
 Assist in designing and structuring asset, portfolio, and entity-level transactions of varying complexity that achieve investment criteria and satisfy counterparty need
 </li>
 <li>
 Conduct detailed due diligence, including operator/tenant financial assessments, market analyses, and site visits.
 </li>
 <li>
 Synthesize findings and present underwriting conclusions to senior leadership.
 </li>
 <li>
 Partner with brokers, sellers, and investment bankers to refine assumptions and validate transaction data.
 </li>
 <li>
 Support Corporate Finance to ensure accurate integration of transaction economics into Ventas&rsquo;s financial projections.
 </li>
 <li>
 Prepare materials for executive approval, investment committee review, and closing processes.
 </li>
 <li>
 Collaborate with Asset Management to support a smooth integration of acquired assets post‑closing.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or a related analytical field.
 </li>
 <li>
 1+ years of experience in financial analysis, commercial real estate, investment banking, private equity, corporate finance, or related analytical disciplines.
 </li>
 <li>
 Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
 </li>
 <li>
 Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
 </li>
 <li>
 Strong proficiency in Microsoft Excel and PowerPoint; experience with Argus, SQL, or financial modeling tools is a plus.
 </li>
 <li>
 Strong quantitative, communication, and problem‑solving skills.
 </li>
 <li>
 High sense of urgency, adaptability, and ability to manage multiple competing priorities.
 </li>
 <li>
 Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
 
 
 </li>
 </ul>
 
 The estimated base salary range for this position is $100,000 &ndash; $130,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
 
 
 
 
 In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
 
 
 
 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
 
 
 Ventas, Inc. is an Equal Opportunity Employer.
 
 
 Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
 
 
</div>

Financial Analyst, Investments

Jefferies LLC

<div>Equity Sales Analyst/Associate
Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
Position: The Institutional Equity Hedge Fund Sales team is actively looking for a team member for the New York City office.
Responsibilities:
<ul><li>We are looking for a mid-level to junior salesperson to work with several senior salespeople on the institutional sales desk in New York. You will be working closely with salespeople that are focused on the largest hedge fund accounts.
</li><li>You will be engaged in account organization and maintenance including client contact information, client interaction tracking and research subscriptions.
</li><li>In addition, you will be helping clients with conferences, summits, corporate access and Equity Capital Market deals.
</li><li>This role will grow into writing up stock ideas and engaging with clients. We are looking for a self-starter who is motivated with high energy and a great attitude.
</li></ul>Qualifications:
<ul><li>Bachelor's Degree in a related field
</li><li>Ability to work under pressure with strong communication skills
</li><li>Good understanding/interest in finance and the capital markets(education, work experience or otherwise), and ability to socialize, sell and communicate with a large and diverse client base.
</li><li>Superb organizational skills
</li><li>Accuracy, thoroughness, and attention to detail in aspects of work product
</li><li>A resourceful self-starter, able to work autonomously and as team player
</li><li>Able to multitask efficiently and effectively
</li><li>Series 7 &amp; 63 licenses preferred but not required
</li></ul>At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law
New York, NY Full Time Salary Range of $100,000-$150,000.
#LI-DNI</div>

Equity Sales Analyst/Associate

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $130,000 USD
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.
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.
Job Description:
Preferred Qualifications:
Company Overview
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
Department Overview
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.
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.
If you are industrious, collaborative, innovative, and enjoy visionary thinking, joining our team could be an ideal opportunity for you.
Global Asset Servicing &ndash; Corporate Actions Overview
<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>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).
Primary Responsibilities :
<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>Qualifications:
<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">Inclusiveness
</h3>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.
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.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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.
Depth &amp; Scope:
<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 
<li>
</li></ul> 
Experience:
<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>Who We Are
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.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
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 
 
Additional Information:
 
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.
 
 
Colleague Development
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.
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.
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. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
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. 
 
Accommodation
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.
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.</div>

Operations Analyst, TDS Global Asset Servicing - Corporate Actions

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York<div><div>
2026 KBCM Equity Research &ndash;New York</div><div> 
KeyBanc Capital Markets</div><div>
KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer &amp; Retail, Diversified Industries, Healthcare, Industrial, Oil &amp; Gas, Real Estate, Utilities, Power &amp; Renewables, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $30 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.</div><div> 
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate &ldquo;hands-on&rdquo; experience.</div><div> 
About the Summer Analyst Program</div><div>
KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.</div><div> 
Required Qualifications:</div><div><ul><li>
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics or accounting graduating by May of 2027</li></ul></div><div><ul><li>
Minimum 3.5 GPA</li></ul></div><div><ul><li>
Strong quantitative and critical thinking abilities</li></ul></div><div><ul><li>
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities</li></ul></div><div><ul><li>
Highly motivated with a strong work ethic</li></ul></div><div><ul><li>
Outstanding interpersonal, communication and presentation skills</li></ul></div></div><div>
Equity Research</div><div>
The Equity Research group is responsible for producing analysis, recommendations, and reports on investment opportunities that institutional investors may be interested in. Our Senior Analysts specialize in specific industries, providing recommendations on public companies as well as expert knowledge on their sector. Our equity research coverage includes Basic Materials, Consumer, Energy, Healthcare, Industrial, Real Estate, and Technology.</div><div><ul><li> 
KeyBank&rsquo;s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li></ul></div> 
COMPENSATION AND BENEFITS<div>
Equal Pay:</div><div>
This position is eligible to earn a weekly salary in the range of $1,340 to $1,440 per week depending on location and coverage group. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus.</div>
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 04/14/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

2026 Equity Research Summer Analyst New York, NY

<div>
 A24 is seeking a highly motivated Financial Analyst to join our Finance Team. This role will report into the Corporate Finance Manager and will support corporate finance initiatives (e.g. liquidity management, lender reporting, project financing) as well as new strategic projects (e.g. M&amp;A, international expansion, live entertainment).
 
 
 You will work closely with senior finance leadership and cross-functional partners across the finance, legal, production, strategy, and operations teams. This role is based in our New York office.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Forecast short-term and long-term cash flow and liquidity needs
 </li>
 <li>
 Prepare monthly and quarterly bank reporting, including borrowing base and financial covenants
 </li>
 <li>
 Collaborate with the legal, production and international teams to facilitate the closing project level financing
 </li>
 <li>
 Conduct financial analysis to support the growth of new businesses verticals (including Live Entertainment and International Expansion)
 </li>
 <li>
 Monitor capital market fluctuations and facilitate the execution of FX and interest rate hedges
 </li>
 <li>
 Prepare financial models for complex, project, co-financing structures and facilitate on-going partner relations and reporting
 </li>
 <li>
 Support M&amp;A transactions with financial analysis, valuation modeling, and financial due diligence
 </li>
 <li>
 [Integration and ongoing maintenance of finance systems and tools]
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 3+ years of experience in finance, investment banking, consulting, accounting, or a related analytical role
 </li>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field
 </li>
 <li>
 Expert-level Excel skills, including financial modeling and Power Query
 </li>
 <li>
 Management and organization of large data sets
 </li>
 <li>
 Experience with Airtable and Pigment or similar data/EPM tools is a plus
 </li>
 <li>
 Experience with debt facilities, cash flow modeling, and financial statements
 </li>
 <li>
 Ability to review contracts and identify key financial terms
 </li>
 <li>
 Exceptional attention to detail, strong organizational skills, and the ability to effectively manage multiple time-sensitive projects in a fast-paced environment.
 </li>
 <li>
 Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams and present financial information to diverse audiences, including senior management.
 
 
 </li>
 </ul>
 We are looking for diverse perspectives. A24 is an Equal Opportunity Employer and encourages applications from all kinds of candidates.
 
 
 Our target salary range for this role is between $90,000 to $110,000. We do not use formal job titles internally and similarly named positions may have different compensation levels. Actual starting salary within the range will depend on various considerations, including: work experience, skills, specializations, and training. This role is also eligible for an annual performance bonus, including both cash and equity components, competitive healthcare, as well as other employee benefits.
 
 
 A24 is an acclaimed global entertainment company known for producing and distributing films, television series, documentaries, music, publishing, and consumer products. Established in New York in 2012, A24 has cultivated a library of over 150 films and 50 TV series, earning critical and commercial acclaim with more than 21 Oscars, 20 Golden Globes, and 18 Emmys. Renowned for groundbreaking hits like
 
 Moonlight, Everything Everywhere All at Once,
 
 and
 
 Uncut Gems
 
 , as well as television successes such as
 
 Euphoria, Beef,
 
 and
 
 Ramy
 
 , A24 has developed a passionate fanbase and expanded into ventures like Half Magic and the Cherry Lane Theater. Upcoming projects include
 
 Mother Mary
 
 , starring Anne Hathaway and Michaela Coel, and
 
 The Drama
 
 starring Zendaya and Robert Pattinson.
</div>

Financial Analyst, Corporate Finance & Strategy

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Explore 401+ Analyst corporate banking capital portfolio management in New York this April. Find roles across top companies and apply now to boost your career.