associate digital finance transformation data scientist private equity performance improvement open to all us locations

Alvarez & Marsal

<div></div><div><div><div>Location: New York, NY, United States 
Date Posted: Feb 28, 2026</div><div><div> 
</div></div></div><div>Description
Digital Finance Transformation - Data Scientist: Associate &ndash; Private Equity Performance Improvement
About Alvarez &amp; Marsal
Alvarez &amp; Marsal (A&amp;M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are why our people love working at A&amp;M.
The Team
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients&rsquo; operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
Our PEPI CFO Services practice includes the following pillar of services:<ul><li>
Strategic Finance and Liquidity Management</li><li>
Accounting Advisory and Financial Reporting Solutions</li><li>
Working Capital Optimization</li><li>
Digital Finance Transformation</li><li>
Interim Management</li></ul>
How you will contribute
We are seeking an Associate or Senior Associate to join our Digital Finance Transformation team within PEPI. This role focuses on helping private equity portfolio companies accelerate digital enablement within the finance function&mdash;modernizing data environments, automating processes, and building analytics-driven tools that create measurable business impact.
The ideal candidate blends strong technical expertise in Python, SQL, and modern data platforms with a solid understanding of finance and accounting operations. You will work directly with CFOs, Controllers, and FP&amp;A leaders to design, implement, and operationalize digital solutions that improve performance, transparency, and scalability.
Qualifications<ul><li>
3-6 plus years of professional experience; consulting or professional services experience preferred.</li><li>
Advanced Python programming experience, including familiarity with machine learning libraries (e.g., scikit-learn, TensorFlow, PyTorch).</li><li>
Strong SQL skills and experience with modern data platforms (Snowflake, Databricks, Azure Synapse, Microsoft Fabric).</li><li>
Experience with ETL/orchestration tools (Dagster, Temporal, Azure Data Factory, AWS Glue, Fivetran, Matillion).</li><li>
Demonstrated ability to develop lightweight finance applications using Streamlit or Retool.</li><li>
Solid understanding of finance and accounting concepts, including forecasting, working capital management, and three-statement modeling.</li><li>
Exceptional communication and collaboration skills; proven ability to translate between finance and technology teams.</li><li>
Ability to travel as required</li></ul>
#LI-LS1
Your journey at A&amp;M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person&rsquo;s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&amp;M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $90,000-$130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez &amp; Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
Inclusive Diversity
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
Equal Opportunity Employer
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Accordion

<div>
 
 Company Overview
 
 
 
 We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE&mdash;where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value&mdash;supporting the office of the CFO to drive end-to-end value creation.
 
 
 If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance &amp; technology experts in a supportive, collaborative environment.
 
 
 Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
 
 
 
 Transformation
 
 
 
 With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.
 
 
 Accordion's Transformation Practice is comprised of a dedicated team providing strategic advice to support PE backed portfolio companies on a wide range of transactions and events, including profitability improvements, finance process optimization, liquidity enhancements and digital transformation transaction. We are doers and problem solvers &ndash; making sense of complexity and bolstering sponsors' value creation thesis's.
 
 
 This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
 
 
 This position is not eligible for immigration sponsorship.
 
 
 
 What You'll Do:
 
 
 
 <ul>
 <li>
 Develop supply chain strategies to support clients' business goals.
 </li>
 <li>
 Build and maintain strong relationships with key client stakeholders.
 </li>
 <li>
 Understand clients' business needs and challenges to provide tailored supply chain solutions.
 </li>
 <li>
 Lead and oversee consulting projects, ensuring they are delivered on time, within scope, and budget.
 </li>
 <li>
 Mentor and develop junior consultants and planners, fostering a culture of continuous learning and development.
 </li>
 <li>
 Create a collaborative environment that encourages innovation and knowledge sharing.
 </li>
 <li>
 Coordinate and manage teams of consultants and analysts to execute project tasks.
 </li>
 <li>
 Design and implement supply chain models/processes that support business capabilities, operational requirements, balance cost, efficiency, and service level objectives.
 </li>
 <li>
 Analyze large sets of data to identify trends and make informed recommendations.
 </li>
 <li>
 Develop forecasting models to predict supply and demand, optimize inventory levels and reduce costs.
 </li>
 <li>
 Utilize advanced analytics and machine learning tools to enhance decision-making processes.
 </li>
 <li>
 Work with sales and marketing teams to incorporate market intelligence, customer insights, and promotional plans into demand forecasts.
 </li>
 <li>
 Determine optimal inventory levels and reorder points to balance supply with demand.
 </li>
 <li>
 Develop strategies for managing inventory across various locations and stages in the supply chain.
 </li>
 <li>
 Develop strategies to minimize shortages and ensure adequate inventory levels without overstocking.
 </li>
 <li>
 Optimize inventory levels across the supply chain to reduce costs and improve cash flow.
 </li>
 <li>
 Employ best practices, tools, and technologies to improve efficiency and accuracy in supply chain planning.
 </li>
 <li>
 Analyze current supply chain processes from procurement to distribution.
 </li>
 <li>
 Identify bottlenecks and implement solutions in inventory management, procurement, production planning, and logistics.
 </li>
 <li>
 Help select, implement and optimize Supply Chain management systems such as ERP, Warehouse Management Systems (WMS), and advanced planning software.
 </li>
 <li>
 Train staff in new technologies and processes, ensuring adoption and proper use.
 </li>
 <li>
 Configure software settings to align with the company's supply chain processes.
 </li>
 <li>
 Work closely with various departments (e.g., production, procurement, logistics) to ensure supply chain strategies align with overall business goals.
 </li>
 <li>
 Communicate with suppliers and partners to improve supply chain collaboration and integration.
 </li>
 <li>
 Negotiate contracts and manage supplier performance to ensure they meet quality and delivery standards.
 </li>
 <li>
 Identify potential risks in the supply chain and develop strategies to mitigate them.
 </li>
 <li>
 Prepare contingency plans to manage supply chain disruptions.
 </li>
 <li>
 Train company staff on new supply chain processes and technologies.
 </li>
 <li>
 Develop materials and deliver presentations to educate stakeholders on supply chain best practices.
 </li>
 <li>
 Continuously assess supply chain performance and implement improvements.
 </li>
 <li>
 Develop key performance indicators (KPIs) to measure supply chain efficiency.
 </li>
 <li>
 Stay updated with industry trends, challenges, and advancements in supply chain management.
 </li>
 <li>
 Participate in professional organizations or networks related to supply chain management.
 </li>
 <li>
 Travel to client site as needed.
 
 
 </li>
 </ul>
 
 You Have:
 
 
 
 <ul>
 <li>
 A Master's degree in Supply Chain Management, Operations Research, or Business Administration, or a minimum of 10-15 years of experience in supply chain management, with a portion in a leadership role.
 </li>
 <li>
 Proven track record in managing supply chain projects and delivering successful outcomes.
 </li>
 <li>
 Experience in a consulting environment, demonstrating capability in client management, project delivery, and team leadership.
 </li>
 <li>
 Strong strategic planning skills with the ability to see the big picture and drive changes in complex systems.
 </li>
 <li>
 Exceptional leadership skills, capable of leading and motivating teams to achieve business goals.
 </li>
 <li>
 Advanced analytical skills with a solid proficiency in solving complex problems and optimizing supply chain processes.
 </li>
 <li>
 Experience with supply chain modeling and simulation tools.
 </li>
 <li>
 Excellent communication skills, both written and verbal, to effectively articulate ideas, negotiate with, and influence stakeholders.
 </li>
 <li>
 Strong interpersonal skills to manage diverse teams and work collaboratively with clients and stakeholders.
 </li>
 <li>
 Proficiency in supply chain management software such as SAP SCM, Oracle SCM, or other ERP systems.
 </li>
 <li>
 Innovative Thinking: Ability to innovate and drive new solutions for supply chain issues.
 </li>
 <li>
 Capable of handling high-pressure situations and making decisions under deadlines.
 </li>
 <li>
 Ethical Judgment: Strong ethics and transparency in handling sensitive data and making decisions.
 
 
 </li>
 </ul>
 
 You Are:
 
 
 
 <ul>
 <li>
 A self-starter with a strong work ethic
 </li>
 <li>
 A leader of others; you lead by example
 </li>
 <li>
 A strong team player, able to work with team members across all levels
 </li>
 <li>
 Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
 </li>
 <li>
 Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
 </li>
 <li>
 Excited to be part of a growing team, with a focus on driving future growth
 </li>
 <li>
 Full of entrepreneurial spirit and comfortable in a fluid, flat organization
 </li>
 <li>
 Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
 </li>
 <li>
 Passionate about delivering exceptional client service
 </li>
 <li>
 Someone who enjoys mentoring others and doing meaningful work
 </li>
 <li>
 Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
 
 
 </li>
 </ul>
 The annual salary for this role ranges from: $190,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
 
 
 Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
 
 
 Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
 
 
</div>

Director, Supply Chain, Transformation

Datadog

<div>Datadog's Strategic Finance team transforms data from Datadog and external sources into actionable analytical insights on a cross-departmental basis, to drive positive change at Datadog. Building bottom-up and top-down analysis about our products and business activity, this team delivers insights on longer-term company opportunities, forecasts, and goals. This team delivers industry and competitive insights to executives and business leaders, and delivers near-term insights by analyzing internal usage data. This team also partners cross-functionally to evaluate strategic business and go-to-market opportunities. The Strategic Finance Associate will report to the SVP, Investor Relations &amp; Strategic Finance, and will interact with colleagues in the finance team and across the company.

We are seeking a Strategic Finance Associate to join Datadog. They will play an integral role in the data collection and transformation, analysis, delivery, and communication of material and information to internal stakeholders across multiple divisions. They will be instrumental in turning data into meaningful insights, crafting reports illuminating takeaways and action items from those insights, and communicating these across the company. By doing so, this team will drive positive change to help Datadog grow and scale our business.

At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. 


What You'll Do:
<ul>
<li>Use advanced analytics to study revenue, product / platform, customer usage, and penetration trends.</li>
<li>Develop meaningful insights on those trends, and disseminate analytical insights and action items using dashboards, presentations and reports tuned to various stakeholders and their interests.</li>
<li>Participate in transformation projects to improve processes, automate repetitive tasks, increase data quality, and enable more stakeholders with data insights</li>
<li>Create deliverables around near-term insights and provide analytical support on forecasting and planning processes.</li>
<li>Craft top-down and bottom-up analyses to deliver long-term insights on the business and growth opportunities</li>
<li>Support the preparation of presentations</li>
<li>Collaborate across the organization, including finance, sales ops, product, marketing, and sales.</li>
<li>Support ad hoc analytical projects from senior management, finance, etc.</li>
</ul>
Who You Are:
<ul>
<li>Strong sense of ownership, intellectual curiosity, and an ability to think creatively and critically</li>
<li>Strong understanding of the financials and metrics performance, as well as the ability to gain understanding the product &amp; market, to distill into accessible and informative reports and narratives</li>
<li>Excellent written and verbal communication skills. Experience communicating data heavy insights to technical and non-technical audiences.</li>
<li>Ability to create and derive analytical implications from complex analyses and forecasting models</li>
<li>Ability to craft impactful visualizations, reports, and presentations, making analyses</li>
<li>BA/BS in Data Science, Computer Science/Engineering, Mathematics, Statistics, Economics, or other quantitative fields</li>
<li>At least 1-3 years of professional experience, likely as a business analyst, data analyst, or in a quantitative finance or consulting role.</li>
<li>Experience manipulating and analyzing complex datasets using SQL and/or Python.</li>
<li>Proficiency with Excel</li>
</ul>
Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you're passionate about technology and want to grow your skills, we encourage you to apply. 


Benefits &amp; Growth:
<ul>
<li>Generous and competitive benefits package</li>
<li>New hire stock equity (RSUs) and employee stock purchase plan</li>
<li>Continuous career development and pathing opportunities</li>
<li>Employee-focused best in class onboarding</li>
<li>Internal mentor and cross-departmental buddy program</li>
<li>Friendly and inclusive workplace culture</li>
</ul>
Benefits and Growth listed above may vary based on the country of your employment and the nature of your employment with Datadog.<div>

About Datadog:

Datadog (NASDAQ: DDOG) is a global SaaS business, delivering a rare combination of growth and profitability. We are on a mission to break down silos and solve complexity in the cloud age by enabling digital transformation, cloud migration, and infrastructure monitoring of our customers' entire technology stacks. Built by engineers, for engineers, Datadog is used by organizations of all sizes across a wide range of industries. Together, we champion professional development, diversity of thought, innovation, and work excellence to empower continuous growth. Join the pack and become part of a collaborative, pragmatic, and thoughtful people-first community where we solve tough problems, take smart risks, and celebrate one another. Learn more about #DatadogLife on Instagram, LinkedIn, and Datadog Learning Center.
Equal Opportunity at Datadog:

Datadog is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and other characteristics protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Here are our Candidate Legal Notices for your reference.

Datadog endeavors to make our Careers Page accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please complete this form. This form is for accommodation requests only and cannot be used to inquire about the status of applications.

Privacy and AI Guidelines:

Any information you submit to Datadog as part of your application will be processed in accordance with Datadog's Applicant and Candidate Privacy Notice. For information on our AI policy, please visit Interviewing at Datadog AI Guidelines.</div></div>

Strategic Finance Associate - NYC

Confidential

<div>
 
 This temporary role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 -Support and participate in key automation and process improvement initiatives
 
 
 -Assist with ongoing deliverables, including
 
 calculation and delivery of Firm equity and carried interest estimates
 
 to the Firm&rsquo;s General Ledger
 
 
 -
 
 Perform weekly monitoring and forecasting of current quarter projected investment-related revenue
 
 , including public market pricing, FX impacts, and private valuation estimates
 
 
 -
 
 Produce quarterly PPNR revenue and balance sheet forecasts
 
 , including assumption collection, input validation, and review of model outputs across revenue streams and related expenses
 
 
 -
 
 Partner with cross functional Finance teams
 
 to enhance financial processes, controls, and systems
 
 
 -Contribute to ad hoc analyses, projects, and initiatives as business needs arise
 
 
 
 
 
 
 Required Skills &amp; Qualifications
 
 
 
 -Strong organizational, communication, and interpersonal skills
 
 
 -Experience creating, enhancing, and maintaining process documentation
 
 
 -Proficiency in Microsoft Office applications,
 
 particularly Excel and PowerPoint; Power BI experience
 
 preferred
 
 
 -Familiarity
 
 with financial systems such as TM1
 
 is a plus
 
 
 -Demonstrated attention to detail, accuracy, and adherence to deadlines
 
 
 -Strong control mindset with sound problem solving and critical thinking skills
 
 
 -Ability to manage multiple priorities effectively in a fast-paced environment
 
 
 -Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, Credit) preferred
 
 
 
 
 
 -
 
 Bachelor&rsquo;s degree in finance, Accounting, or a related field preferred
 
 
 
 
 --
 
 
 
 
 3-5 years of experience (not senior) in finance industry, knowledge of reporting systems (ad space), POWERBI, Tableau, self-starter. Support reporting reviews, research
 
 
 
 
 Equity can be trained.
 
 
 
 
 Team of new people, want to make enhancements; change in accounting
 
 
 
 
 New HC due to changes
 
 
 
 
 BAU subject matter expert
 
 
</div>

Financial Analyst-NYC or Nj candidates only.

Scotiabank

<div>Requisition ID: 253170
Salary Range: 175,000.00 - 225,000.00
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. 
Associate &ndash; Investment Banking, Financial Sponsors Group - 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 precious 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! 
Role Overview
The Associate will support execution across M&amp;A, leveraged finance, and sponsor-backed transactions while contributing to relationship management for private equity clients in the Financial Sponsors Group. The role involves financial modeling, transaction structuring, due diligence, and preparation of client materials, while also helping develop Analysts and supporting senior bankers. 
What You'll Do: 
Support &amp; Execution<ul><li>
Support Associate Directors, Directors and MDs in evaluating and executing leveraged finance and sponsor-backed transactions.</li><li>
Analyze capital structures, financing terms, and market precedents to identify opportunities for clients.</li><li>
Lead components of underwriting and approval processes, including transaction overviews, cash flow modeling, and syndication assessments.</li><li>
Participate in due diligence sessions, assess credit risks, and review quality-of-earnings analyses.</li><li>
Review financing documentation (commitment letters, fee letters, credit agreements, offering memoranda) and summarize key terms.</li></ul> 
Financial Analysis &amp; Materials Development<ul><li>
Build and maintain detailed financial models, with emphasis on LBO and cash flow modeling.</li><li>
Prepare high‑quality pitch books and client materials, including new content for business development.</li><li>
Track leveraged credit markets and create client‑friendly analyses of market conditions.</li></ul> 
Team Leadership &amp; Collaboration<ul><li>
Work closely with Analysts and Associate Directors to support senior coverage bankers.</li><li>
Provide coaching and guidance to Analysts and junior talent across GBM.</li><li>
Coordinate with internal partners across leveraged finance, ECM, credit/risk, underwriting, and sales &amp; trading.</li></ul> 
Operational Excellence<ul><li>
Ensure compliance with internal policies, regulatory requirements, and risk management standards.</li><li>
Contribute to a high‑performance, inclusive culture.</li></ul> 
What You'll Bring:<ul><li>
2+ years of investment banking experience, preferably at the associate level, ideally in financial sponsors or leveraged finance.</li><li>
Bachelor&rsquo;s or Master&rsquo;s degree.</li><li>
Strong financial modeling skills, including LBO modeling and underwriting memo preparation.</li><li>
Deep understanding of U.S. leveraged loan and high‑yield markets.</li><li>
Excellent communication skills and proficiency in Excel and PowerPoint.</li><li>
High attention to detail, adaptability, and ability to manage multiple priorities.</li><li>
Ability to obtain and maintain required FINRA registrations.</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
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. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate - Investment Banking, Financial Sponsors Group - - New York, NY

EVERCORE

<div><div>Region
<div></div><div><div>Americas
</div></div></div><div>Location
<div></div><div><div>New York
</div></div></div><div>Group
<div></div><div><div>Evercore ISI
</div></div></div><div>Job description
<div></div><div><div>Group Description: Evercore ISI offers a high quality, collegial and collaborative environment and a rapidly expanding research platform where exceptional contributors can look forward to rapid career advancement.
What is the position? Evercore ISI seeks to hire a Research Associate or Senior Associate for its Fintech, Crypto, Payments and Processors equity research team located in New York, NY.
Primary Responsibilities: Ideal candidate will be proactive, high energy and able to work effectively within a highly productive team. Candidate should possess excellent excel skills, knowledge of finance and accounting and superior writing skills. A strong work ethic with the ability to learn quickly is essential. Candidates with a superior background in finance &amp; accounting are encouraged to apply. Other responsibilities include, but not limited to:<ul><li>
Develop and update financial models efficiently</li><li>
Perform financial and valuation analysis of covered companies</li><li>
Execute proprietary research projects that generate impactful stock calls</li><li>
Assist with client requests &amp; inquiries</li><li>
Idea generation</li><li>
Maintain databases and create tables and charts</li><li>
Participate in company management calls and conferences</li><li>
Track relevant news articles relaying important messages to team</li><li>
Closely follow industry and economic data</li></ul> 
Specific Qualifications:<ul><li>
2-4 years of Equity research or related industry experience &ndash; must have a solid knowledge base of the fintech and/or payments sectors</li><li>
Excellent communication skills (both written and verbal); the job entails significant writing responsibilities</li><li>
Background in finance and accounting</li><li>
Strong modeling / excel capabilities</li><li>
Superior writing skills</li><li>
Interest in stocks</li><li>
Initiative, drive and motivation to learn</li><li>
Ability to work as part of a team to accomplish broader goals and objectives</li><li>
Capable of handling multiple responsibilities</li><li>
Ability to meet deadlines</li></ul> 
Expected Base Salary Range: $100,000 - $180,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:<ul><li>
Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts</li><li>
401(k) Retirement Plan</li><li>
Life and disability insurance, including additional voluntary financial protection insurance</li><li>
Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services</li><li>
Family-building and family-support benefits</li><li>
Paid parental, caregiver, marriage and bereavement leave</li><li>
Commuter benefits, health club membership discounts, and other corporate discounts</li><li>
Paid holidays, vacation days, personal days, sick days, and volunteer opportunities</li></ul>
</div>
</div></div><div>About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as &ldquo;protected status&rdquo;), in accordance with applicable federal, state and local laws.</div></div>

Equity Research Associate or Senior Associate - Fintech, Payments, Crypto/Stablecoin

<div>Requisition ID: 253169
Salary Range: 275,000.00 - 275,000.00
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. 
Associate Director (VP)&ndash; Investment Banking, Financial Sponsors Group - 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 precious 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! 
Role Overview
The Associate Director (Scotiabank&rsquo;s equivalent of Vice President) will support execution across M&amp;A, leveraged finance, and sponsor-backed transactions and managing client relationships within the Financial Sponsors Group. The role involves leading deal processes, mentoring junior bankers, and collaborating across product and industry teams to deliver integrated solutions. 
What You'l Do:<ul><li> 
Client Coverage &amp; Execution</li><li><ul><li>
Support Managing Directors and Directors in coverage of private equity clients.</li></ul></li></ul><ul><li>
Lead underwriting and approval processes, including transaction overviews, cash flow modeling, and syndication assessments.</li><li>
Lead due diligence sessions, assess credit risks, and review quality-of-earnings analyses.</li><li>
Review financing documentation (commitment letters, fee letters, credit agreements, offering memoranda) and summarize key terms.</li><li>
Coordinate multi-product pitches and strategic advisory efforts.</li></ul><ul><li>
Team Leadership &amp; Development</li><li><ul><li>
Supervise Analysts and Associates, ensuring efficient workflow and high-quality deliverables.</li><li>
Provide coaching and real-time feedback to support junior banker development.</li><li>
Foster collaboration and engagement across teams.</li></ul></li><li>
Operational Excellence</li><li><ul><li>
Ensure compliance with internal policies and regulatory requirements.</li><li>
Promote Scotiabank&rsquo;s values and maintain high standards of conduct and risk management</li></ul></li></ul> 
What You'll Bring:<ul><li>
3-5 years of investment banking experience, preferably at both the Associate and Vice President levels, ideally in financial sponsors or leveraged finance.</li><li>
Experience leading client discussions and managing relationships, preferably in the private equity space.</li><li>
Bachelor&rsquo;s or Master&rsquo;s degree.</li><li>
Strong financial modeling, valuation, and analytical skills.</li><li>
Excellent communication and presentation abilities.</li><li>
Proven ability to manage multiple priorities under pressure.</li><li>
High integrity, adaptability, and a collaborative mindset.</li><li>
FINRA registration and licensing (or ability to obtain and maintain).</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
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. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate Director (VP)- Investment Banking, Financial Sponsors Group - New York, NY

Explore 1785+ Associate digital finance transformation data scientist private equity performance improvement open to all us locations in New York this March. Find roles across top companies and apply now to boost your career.