business analyst

analyst, supply planning Jobs in New York

analyst, supply planning

analyst, corporate banking origination, technology Jobs in New York

analyst, corporate banking origination, technology

analyst, real estate, investment banking Jobs in New York

analyst, real estate, investment banking

analyst/associate - pjt camberview (strategy & operations) Jobs in New York

analyst/associate - pjt camberview (strategy & operations)

analyst real estate investment banking

BMO U.S.

<div>
 Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
 
 
 Collaborates to generate creative, client-focused solutions to prospective and current clients.
 
 
 <ul>
 <li>
 Develops written internal and external marketing on pitch material.
 </li>
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 Supports deal teams in development, presentation, and winning mandates.
 </li>
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 Seeks to develop an understanding of client needs and outcomes.
 </li>
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 Provides materials to support an outstanding client experience.
 </li>
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 Identifies opportunities for increased efficiency and improved service to internal and external clients.
 </li>
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 Provides analytical findings to deal teams.
 </li>
 <li>
 Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
 </li>
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 Builds effective relationships with internal/external stakeholders.
 </li>
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 Ensures alignment between stakeholders.
 </li>
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 Researches and analyzes company and industry financial and operating information.
 </li>
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 Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations.
 </li>
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 Creates statistical exhibits and financial performance trend analysis for client presentations.
 </li>
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 Prepares industry compilations.
 </li>
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 Performs market research and synthesizes findings for internal and external presentations.
 </li>
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 Applies technical concepts and understands implication of work to client/transaction.
 </li>
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 Develops an understanding of and proficiency in using all required systems and models.
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 Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
 </li>
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 Provides feedback on, and supports continuous improvement opportunities.
 </li>
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 Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
 </li>
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 Delivers financial modeling to support strategic recommendations to clients.
 </li>
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 Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
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 Thinks creatively and proposes new solutions.
 </li>
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 Exercises judgment to identify, diagnose, and solve problems within given rules.
 </li>
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 Works mostly independently.
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 Broader work or accountabilities may be assigned as needed.
 
 
 
 Qualifications:
 
 
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 Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience.
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 An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement.
 </li>
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 Financial analysis training and experience.
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 Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial.
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 Highly skilled in building complex financial models.
 </li>
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 Expertise in using financial computer applications and database management tools.
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 Skilled in creating statistical presentations.
 </li>
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 Creative, insightful, and resourceful.
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 Strong interpersonal skills within a demanding team environment.
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 Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
 </li>
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 Works independently within a team environment.
 </li>
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 Specialized knowledge from education and/or business experience.
 </li>
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 Verbal &amp; written communication skills - In-depth.
 </li>
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 Collaboration &amp; team skills - In-depth.
 </li>
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 Analytical and problem solving skills - In-depth.
 </li>
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 Influence skills - In-depth.
 </li>
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 FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory.
 
 
 
 </li>
 </ul>
 The expected base salary range: $110,000.00 &ndash; 135,000.00.
 
 
 
 Salary:
 
 
 
 
 Pay Type:
 
 
 
 Salaried
 
 
 The above represents BMO Financial Group&rsquo;s pay range and type.
 
 
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
 
 
 BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 
 
 
 About Us
 
 
 
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 
 
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
 
 
 To find out more visit us at https://jobs.bmo.com/us/en
 
 
 BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
 
 
 BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
 
 
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

Analyst, Real Estate, Investment Banking

Career Launch AI

<div><h3 class="jobSectionHeader">Investment Banking Analyst</h3>
Location: Las Vegas, NV (Hybrid) 
Employment Type: Full-Time 
Industry: Investment Banking / Financial Services 
Experience Level: Analyst / Early Career 
Compensation: Competitive base + performance bonus (Varies by employer) 
 
https://www.careerlaunch.ai/<h2 class="jobSectionHeader">
About This Opportunity</h2>
Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board &mdash; available only to members of the Career Launch AI platform.
This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards.
If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land &mdash; faster, with personalized recruiter outreach and AI-powered support.<h2 class="jobSectionHeader">
About the Role</h2>
A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M&amp;A advisory, financial modeling, due diligence, and client presentations.
This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution)</li><li>
Conduct industry research, competitor benchmarking, and valuation analyses</li><li>
Support live M&amp;A, capital raising, and restructuring engagements</li><li>
Prepare investment memoranda, pitch books, and client-facing presentations</li><li>
Assist in due diligence, data room management, and deal execution</li><li>
Work with senior bankers to support client strategy and transaction workflows</li></ul><h2 class="jobSectionHeader">
What We&rsquo;re Looking For</h2><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Accounting, Mathematics, or related field</li><li>
Strong financial modeling &amp; valuation skills</li><li>
Excellent analytical, quantitative, and communication skills</li><li>
Ability to manage multiple workstreams in a fast-paced environment</li><li>
Highly detail-oriented, structured, and self-motivated</li><li>
Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP&amp;A) is a plus</li><li>
Proficiency in Excel, PowerPoint, and financial databases</li></ul><h2 class="jobSectionHeader">
Why This Posting Matters</h2>
This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes:<ul><li>
Exclusive roles from employers who recruit directly through Career Launch AI</li><li>
Hidden opportunities not available on public job sites</li><li>
Warm introductions to hiring managers and recruiters</li><li>
AI-powered job search automation that applies on your behalf</li><li>
Done-for-you networking outreach to decision-makers</li><li>
Personalized interview coaching until you&rsquo;re hired</li></ul>
Members get access to 1,000+ curated roles across:<ul><li>
Investment Banking</li><li>
Private Equity &amp; Venture Capital</li><li>
Corporate Finance</li><li>
Strategy Consulting</li><li>
Tech (FAANG-level &amp; startups)</li><li>
Product Management</li><li>
Data, Operations, and more</li></ul><h2 class="jobSectionHeader">
How Career Launch AI Helps You Get Hired Faster</h2>
Career Launch AI is not a recruiting firm. 
It&rsquo;s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of:<ul><li>
AI-powered automated job applications</li><li>
Direct recruiter outreach on your behalf</li><li>
Personalized interview prep</li><li>
Warm introductions and human-led execution</li><li>
Support until you land your next role</li></ul>
This role is representative of the types of positions we help candidates secure through our platform.<h2 class="jobSectionHeader">
Ready to Land Roles Like This?</h2>
To access this opportunity &mdash; and hundreds of similar roles &mdash; join the Career Launch AI platform today.<h3 class="jobSectionHeader">
Apply for Career Launch AI</h3>
 https://www.careerlaunch.ai/
Once you enroll, you&rsquo;ll receive: 
✔ Access to the exclusive job board 
✔ Personalized recruiter outreach 
✔ AI job application automation 
✔ Coaching &amp; interview prep 
✔ Support until you&rsquo;re hired<h2 class="jobSectionHeader">
Career Launch AI &mdash; Powered by Initio Capital</h2>
Democratizing access to elite careers in finance, consulting, and technology.
#Workwolf</div>

Investment Banking Analyst

<div><h1 class="jobSectionHeader">Healthcare Investment Banking Analyst / Associate &ndash; Career Launch AI Talent Network</h1>
Location: San Francisco, CA &amp; New York, NY 
Compensation:<ul><li>
Analyst: $150,000 &ndash; $250,000+ total compensation</li><li>
Associate: $250,000 &ndash; $450,000+ total compensation 
(Varies by firm) 
Type: Full-Time</li></ul><h2 class="jobSectionHeader">
About This Opportunity</h2>
This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board &mdash; high-paying, competitive healthcare M&amp;A and capital markets opportunities that members receive exclusive access to.
To get matched with roles like this automatically, visit: 
 https://www.careerlaunch.ai/
Healthcare IB is one of the most sought-after pathways in finance, offering strong compensation, accelerated career growth, and exposure to biotech, pharmaceutical, medtech, and healthcare services transactions.<h2 class="jobSectionHeader">
About the Role</h2>
A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&amp;A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.
You&rsquo;ll collaborate closely with senior bankers, clients, and cross-functional deal teams on high-impact transaction work.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Support execution of M&amp;A transactions, IPOs, and capital raises in healthcare</li><li>
Build detailed financial models, including:<ul><li>
DCF, LBO, merger models</li><li>
Operating &amp; valuation analyses</li></ul></li><li>
Conduct market research across biotech, pharma, medtech, and healthcare services</li><li>
Prepare pitchbooks, investor materials, and client presentations</li><li>
Participate in due diligence across financial, clinical, product, and regulatory areas</li><li>
Analyze industry trends and company performance metrics</li><li>
Assist with deal structuring, transaction logistics, and closing processes</li></ul><h2 class="jobSectionHeader">
Ideal Candidate Profile</h2><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Biology, Engineering, or related field</li><li>
Strong understanding of valuation, financial modeling, and corporate finance</li><li>
Interest in healthcare markets, biotech innovation, or medical technology</li><li>
Experience in IB, consulting, equity research, or life sciences preferred</li><li>
Exceptional analytical ability and attention to detail</li><li>
Excellent communication skills and a strong work ethic</li></ul><h2 class="jobSectionHeader">
How Career Launch AI Helps You Land Healthcare IB Roles</h2>
Breaking into healthcare investment banking is highly competitive due to firms preferring:<ul><li>
Target-school candidates</li><li>
Prior IB or finance experience</li><li>
Internal referrals</li></ul>
Career Launch AI improves your access by offering:<h3 class="jobSectionHeader">
AI-Powered Job Matching</h3>
We identify and apply to aligned healthcare IB roles across top bulge brackets, elite boutiques, and growth-focused advisory firms.<h3 class="jobSectionHeader">
Custom Resume Versions for IB &amp; Healthcare Finance</h3>
We create targeted resume variants that highlight financial modeling, analytical work, and healthcare domain knowledge.<h3 class="jobSectionHeader">
Warm Recruiter &amp; Banker Outreach</h3>
We help connect you to investment banking teams and recruiting contacts across healthcare-focused groups.<h3 class="jobSectionHeader">
Interview Prep for IB &amp; Technicals</h3>
We support preparation on:<ul><li>
Technical modeling</li><li>
Healthcare deal frameworks</li><li>
Market trends (biotech, pharma, medtech)</li><li>
Behavioral &amp; fit interviews</li><li>
Deal walkthroughs</li></ul>
 Apply directly at https://www.careerlaunch.ai/
#Workwolf</div>

Healthcare Investment Banking Analyst / Associate

Scotiabank

<div>Requisition ID: 242465
Salary Range: 105,000.00 - 115,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Title: Analyst, Corporate Banking Origination, Technology &ndash; New York, NY
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose:
Analysts in Corporate Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions and projects. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. On any given project, Analysts will interact with other departments of the firm such as Debt Capital Markets, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives, Commodities, FX, Transactional Banking Solutions, Risk and Portfolio Management. The breadth of interaction provides knowledge and understanding of both banking and the capital markets. 
While significant focus will be put towards client facing activities and deliverables, the role also ensures all activities comply with governing regulations, internal policies and procedures.
What You&rsquo;ll Do<ul><li>
Evaluate and analyze the financial and strategic needs of corporate clients</li><li>
Collect, consolidate, interpret and present company and industry data</li><li>
Perform comprehensive financial statement analysis including creating and maintaining financial models</li><li>
Support transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time</li><li>
Identify and develop business opportunities with clients</li><li>
Prepare client presentations, including compiling data and assembling presentation materials</li><li>
Develop strong working relationships with other Corporate and Investment Banking employees, product groups and operational teams in the U.S. and in Canada to maximize productivity (CAG, WBO, GRM)</li><li>
Participate in deal discussions and formulate recommendations for the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank&rsquo;s risk appetite</li><li>
Ensure work product is adhering to U.S. Leveraged Lending Policies and Procedures as well as internal Scotiabank policy</li><li>
Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity</li><li>
Review loan documentation and communicate pertinent transaction/facility details to relevant stakeholders</li><li>
Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, and updating internal reports for management</li><li>
Participate in regulatory and compliance activity and team administration</li><li>
Champion a high-performance environment and contribute to an inclusive work environment</li></ul>
What You&rsquo;ll Bring<ul><li>
A completed Bachelors Degree in Business, Finance, Math, Health Sciences or Economics</li><li>
1-2 years&rsquo; work experience in investment or corporate banking, private equity / buy-side, equity research, corporate finance, accounting, engineering or other corporate experience will be considered</li><li>
Strong quantitative skills focused on financial analysis, accounting and financial theory</li><li>
Strong written and verbal communication skills</li><li>
Excellent command of Microsoft Suite, with an emphasis on Excel and PowerPoint</li><li>
A high level of attention to detail</li><li>
Experience/ability to manage multiple projects simultaneously while maintaining a high standard of work</li><li>
The ability to excel under pressure amid demanding deadlines and perform effectively in a team environment</li><li>
Demonstrated ability to quickly adapt to new situations</li><li>
A high level of energy and a keen desire to learn new concepts</li><li>
Team player that is responsive, holds themselves to high standards, and is of the highest integrity</li><li>
Self-motivated, eager to learn, takes initiative, and is able to operate with minimal supervision</li><li>
An entrepreneurial mindset when it comes to generating ideas and marketing original content</li></ul>
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 
Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Analyst, Corporate Banking Origination, Technology

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $110,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
Sumitomo Mitsui Banking Corporation (SMBC) is looking for a Corporate &amp; Investment Banking Analyst to join our Consumer Coverage team. This is an exciting opportunity to work on high-profile transactions, support senior bankers, and gain exposure to a wide range of financing solutions for corporate clients and financial sponsors in the consumer sector.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives: Delivery</h2></div><div><h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>Client Support: Assist senior bankers in managing client relationships and identifying cross-sell opportunities across SMBC&rsquo;s product suite.</li><li>Origination &amp; Marketing: Prepare pitches, marketing materials, and strategic financing ideas across the capital structure.</li><li>Financial Analysis: Build and maintain complex financial models, perform valuation analyses, and interpret financial statements.</li><li>Market Research: Track industry trends, gather competitive intelligence, and contribute to sector-specific research for client presentations.</li><li>Deal Execution: Coordinate due diligence, documentation, and internal approval processes for lending and capital markets transactions.</li><li>Collaboration: Work closely with product partners (Debt Capital Markets, Leveraged Finance, Lending Management) to deliver integrated solutions.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><h2 class="jobSectionHeader">
Qualifications</h2><ul><li>Strong analytical and financial modeling skills with proficiency in valuation techniques.</li><li>Excellent communication skills&mdash;able to articulate ideas clearly in writing and verbally.</li><li>High attention to detail and ability to manage multiple priorities under tight deadlines.</li><li>Solid understanding of accounting principles and ability to interpret financial statements.</li><li>Ability to thrive in a fast-paced environment and adapt quickly to new processes.</li></ul><h2 class="jobSectionHeader">
Requirements</h2><ul><li>
Education: BA/BS degree required.</li><li>
Technical Skills: Advanced proficiency in Microsoft Excel, Word, and PowerPoint.</li><li>
Licensing: FINRA Series SIE, 79, and 63 required (or ability to obtain within a reasonable timeframe).</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Additional Requirements</h2></div></div></div><div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Consumer & Retail - Analyst

Initio Capital

<div>Private Capital Analyst (Contractor: Senior, Lead, Analyst)
Initio Sphere &middot; Remote (Global)
 https://initiosphere.org
 Independent Contractor | Deal-Based &amp; Hourly
 $50&ndash;$200/hour + deal participation<h3 class="jobSectionHeader">
About Initio Sphere</h3>
Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and finance professionals through a single platform for deal flow, analyst work, networking, training, and job placement.
Our platform is built to promote analysts, not gatekeep them. Once verified, analysts can immediately begin earning income and working on live deals across our network.<h3 class="jobSectionHeader">
Role Overview</h3>
We are onboarding Certified Private Capital Analysts to support investors and fund managers with financial modeling, valuation, and due diligence on a project and deal basis.
This is not a traditional employment role. Analysts operate as independent contractors and are activated through certification and verification.
This posting covers three approval-based tiers:<ul><li>
Senior Analyst</li><li>
Lead Analyst</li><li>
Analyst / Associate Analyst</li></ul><h3 class="jobSectionHeader">
What You&rsquo;ll Work On (Approval-Based)</h3>
Depending on certification category approval:
Financial Modeling<ul><li>
3-statement models</li><li>
DCF &amp; LBO models</li><li>
Sensitivity and scenario analysis</li></ul>
Valuation<ul><li>
Comparable company analysis</li><li>
Precedent transactions</li><li>
Football field valuations</li></ul>
Due Diligence<ul><li>
Quality of Earnings (QoE)</li><li>
Commercial &amp; operational diligence</li><li>
Risk analysis and investment memo support</li></ul><div>
Analysts may only perform work in categories they are approved for.</div><h3 class="jobSectionHeader">
Compensation &amp; Levels</h3>
$50&ndash;$200/hour, determined by Analyst Rating Score, experience, and credentials.<ul><li>
Senior Analyst (Score 90&ndash;100): $150&ndash;200/hr</li><li>
Ex-IB, PE, VC, or senior consulting (5+ years)</li><li>
Lead Analyst (Score 80&ndash;89): $100&ndash;150/hr</li><li>
3&ndash;5 years of deal or modeling experience</li><li>
Analyst / Associate Analyst (Score 60&ndash;79): $50&ndash;100/hr</li><li>
Entry to mid-level with strong technical performance</li></ul><h3 class="jobSectionHeader">
How You Start Earning</h3>
Initio Sphere is designed for fast activation:<ul><li>
Complete Analyst Certification or approved training</li><li>
Receive category-specific approvals</li><li>
Get verified on the platform</li><li>
Immediately access paid projects and live deals</li></ul>
No cold outreach. No unpaid work. Verified analysts are actively promoted to deal sponsors.<h3 class="jobSectionHeader">
Eligibility (Meet One)</h3><ul><li>
Score 70%+ in at least one category on the Analyst Certification Assessment</li><li>
Complete Initio Sphere Financial Training</li><li>
Hold an active credential (CFA, CPA, Series 7, 63, 79, or equivalent)</li></ul>
Assessment:<ul><li>
15 questions (5 per category)</li><li>
~20 minutes, no time limit</li><li>
Passing is category-specific</li></ul><h3 class="jobSectionHeader">
Analyst Rating Score (0&ndash;100)</h3>
Used to determine:<ul><li>
Platform visibility</li><li>
Hourly rate recommendations</li><li>
Deal eligibility</li></ul>
Score weighting:<ul><li>
Assessment performance: 40%</li><li>
Professional experience: 30%</li><li>
Credentials: 20%</li><li>
Completed deals: 10%</li></ul><h3 class="jobSectionHeader">
Deal &amp; Payment Terms</h3><ul><li>
Independent contractor status (not employment)</li><li>
Hourly + deal-based compensation</li><li>
Up to 10% of first $100k in transaction fees</li><li>
$2,500 max per deal</li><li>
Paid after successful deal completion and fee collection</li><li>
Approvals may be revoked for quality or compliance issues</li></ul><h3 class="jobSectionHeader">
Compliance Notice</h3>
Analysts do not provide investment advice, solicit securities, or act in a regulated capacity. Work is limited to analytical and diligence support and must comply with applicable securities regulations.<h3 class="jobSectionHeader">
Why Initio Sphere</h3><ul><li>
Immediate earning potential once verified</li><li>
Real deal flow (not simulations)</li><li>
Platform-driven credibility and promotion</li><li>
Long-term upside through deal exposure and network growth</li></ul>
#Workwolf</div>

Private Capital Analyst

Agora

<div>
 
 Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 700+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management&mdash;from fundraising and onboarding to reporting, distributions, tax, and back-office automation.
 
 
 But we&rsquo;re more than just software. We&rsquo;re a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.
 
 
 Agora is backed by top-tier VCs like Insight Partners and Qumra Capital, and we&rsquo;re growing fast. We&rsquo;ve been named one of Globes&rsquo; Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insider&rsquo;s Hottest PropTech Startups.&nbsp;
 
 
 
 The Role
 
 
 
 As part of our continued growth with existing customers, we&rsquo;re looking for an experienced and business-minded Account Manager to join our New York team.
 
 
 This is not a hunting role;&nbsp;instead, you&rsquo;ll own relationships with key existing customers, building long-term partnerships, identifying opportunities for growth, and ensuring continued satisfaction and engagement. You&rsquo;ll have a mix of sales and relationship responsibilities and will play a key role in driving year-over-year Book of Business growth.
 
 
 We&rsquo;re looking for someone who is proactive, curious, and genuinely passionate about helping customers succeed. If you&rsquo;re a strong communicator who enjoys understanding your clients&rsquo; business challenges and uncovering opportunities before they even ask, this is the role for you.
 
 
 
 What You&rsquo;ll Do
 
 
 <ul>
 <li>
 Own and manage relationships with 50&ndash;100 existing customers, maintaining consistent engagement and trust
 </li>
 <li>
 Identify and close upsell and cross-sell opportunities across Agora&rsquo;s suite of solutions
 </li>
 <li>
 Develop a deep understanding of each customer&rsquo;s business, goals, and financial drivers to proactively recommend solutions
 </li>
 <li>
 Leverage your financial acumen,&nbsp;ideally grounded in CPA training or experience, to speak credibly with CFOs, Controllers, and other senior finance leaders
 </li>
 <li>
 Navigate complex financial conversations with maturity and professionalism, ensuring you balance partnership with commercial outcomes
 </li>
 <li>
 Serve as a trusted advisor by combining a consultative approach with a strong understanding of financial services and the broader customer landscape
 </li>
 <li>
 Collaborate closely with internal teams (Customer Success, Product, Marketing, and Leadership) to ensure customer satisfaction and identify new opportunities
 </li>
 <li>
 Conduct regular check-ins, both virtually and in person, maintaining a consistent cadence of communication
 </li>
 <li>
 Track, forecast, and report on pipeline and performance metrics
 </li>
 <li>
 Represent Agora with professionalism and empathy at events, conferences, and customer meetings
 </li>
 </ul>
 
 
 
 
 Requirements:
 
 
 
 <ul>
 <li>
 A background in accounting or finance (CPA credentials or experience working in a CPA capacity is a strong plus, especially if paired with a transition into sales, client advisory, or revenue-generating roles)
 </li>
 <li>
 5&ndash;7 years of experience in Account Management, ideally in SaaS or tech-enabled services with experience selling financial or professional services
 </li>
 <li>
 Proven success in driving revenue through upselling and cross-selling
 </li>
 <li>
 Ability to hold tough, high-stakes conversations with C-level finance executives while maintaining trust and partnership
 </li>
 <li>
 Strong relationship management, negotiation, and closing skills
 </li>
 <li>
 Detail-oriented with strong commercial instincts; able to contextualize data, financial statements, and ROI discussions in customer conversations
 </li>
 <li>
 Proactive, self-motivated, and goal-oriented. Thrives in ownership and autonomy
 </li>
 <li>
 Excellent communication and interpersonal abilities; able to connect with C-level executives and decision-makers
 </li>
 <li>
 Experience with tools such as Salesforce, HubSpot, or LinkedIn Sales Navigator
 </li>
 <li>
 Background or experience with Real Estate Investment, FinTech, or PropTech industries a plus
 </li>
 <li>
 Based in New York with the ability to travel to our Chelsea office 3&ndash;4 times a week
 </li>
 </ul>
 
 
 
 
 
 Why you&rsquo;ll love working at Agora:
 
 
 
 At Agora, we believe people do their best work when they&rsquo;re supported, trusted, and empowered to grow. Here&rsquo;s what you can expect as part of our team:
 
 <ul>
 <li>
 Comprehensive health insurance
 </li>
 <li>
 Flexible hybrid work model
 </li>
 <li>
 Unlimited paid time off
 </li>
 <li>
 Stock options and ownership opportunities
 </li>
 <li>
 Commuter and lunch benefits
 </li>
 <li>
 Team events, offsites, and an energetic company culture
 </li>
 <li>
 Real opportunities for personal and professional growth
 </li>
 </ul>
 
 We&rsquo;re here for people who dream big, take ownership, and treat others with kindness and respect, while building something exceptional, together.
 
 
 
 
 
 
 Compensation:
 
 
 
 90,000 - 110,000 base (up to 220k OTE)
 
 
 
 
 
 Equal opportunity:
 
 
 
 
 
 Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.
 
 
 
 
 ﻿
 
 
</div>

Account Manager, New York

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