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associate discretionary investment specialists

Man Group

<div><div><p><b>About Man Group</b></p>
<p>
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.</p>
<p>
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com</p>
<ul><li>As at 30 September 2025</li></ul></div><p><b>
Purpose of role</b></p>
<p>
Overall responsibility for investment content creation across a group of Man Group's private credit funds.</p>
<p>
The role requires developing a significant technical specialism in key private credit investment funds within Man's Discretionary business area, so as to be able to credibly write, and present, investment content in a compelling and effective manner. These materials will need to be prepared on a regular basis for use with Man's institutional and retail client base.</p>
<p>
A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Develop and maintain a full range of investment collateral, including fund marketing (new product launch materials, monthly performance commentaries), technical content (questionnaire and client queries) and sales enablement content (meeting materials, investment outlooks, product updates)</li>
<li>Shape compelling and differentiated product messaging to help position strategies competitively</li>
<li>Provide ongoing technical expertise on a set of products to various internal and external stakeholders (including clients), acting as a subject matter expert</li>
<li>Communicate on specific market events, performance updates, and product milestones</li>
<li>Partner with the private credit portfolio management team, CPM, and other key stakeholders across the business so as to ensure content is impactful and of the highest quality</li>
<li>Write webcasts and performance updates/educational videos to promote fund capabilities and offerings</li>
<li>Identify opportunities and initiate projects where Investment Services can add value for the portfolio manager, sales force and wider business</li>
<li>Ensure that the latest fund research, analysis and messaging is incorporated into all materials</li>
<li>Act as an ambassador for IS internally and be a positive role model to junior members of the team</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential</li>
<li>3-4 years' Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management hedge fund space preferred</li>
<li>Ability to work with senior members of sales and investment management to support sales priorities</li>
<li>Excellent communication skills, both written and verbal. Proficient in understanding institutional / retail client expectations and requirements</li>
<li>Good organisational and time management skills. Ability to prioritise work effectively</li>
<li>Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills</li>
<li>Good ability in Word, PowerPoint and Excel</li>
<li>Strong analytical ability with good attention to detail / accuracy</li>
</ul><div><p><b>
Inclusion, Work-Life Balance and Benefits at Man Group</b><br>
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity.<br>
<br>
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.</p>
<p>
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.</p>
<p><b>
Equal Employment Opportunity Policy</b></p>
<p>
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.</p>
<p>
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact TalentAcquisition@man.com.</p></div></div><p></p>

Associate, Discretionary Investment Specialists

Oppenheimer Holdings

<div><p><b>Who We Are:</b></p>
<p>Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.</p>
<p>Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory &amp; Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client &ndash; high growth, entrepreneurial, middle market companies.</p>
<p><b>Job Description</b></p>
<p>Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Managing client due diligence processes</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Assessing industry research and trends</li>
</ul>
<p><b>Qualifications:</b></p>
<ul><li>At least 2 years of experience in investment banking, primarily Financial Institutions related</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product
</li><li>Strong work ethic and team player</li>
<li>Organized and proactive
</li><li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter</li>
</ul>
<p><b>Compensation:</b></p>
<p>For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</p></div>

Investment Banking Associate - Financial Institutions

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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 The Fixed Income Division is looking for an Analyst/Associate candidate in G10 Rates Desk Strategy (Sales &amp; Trading). The team provides market insights, in-depth analyses on relevant themes and actionable trade ideas to clients and internal trading desks. The desk covers the entire spectrum of rates products from vanilla/exotic derivatives to cash, across DM rate markets.
 <br/>
 <br/>
 <strong>
  What will you be doing?
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Generate ideas and opportunities for new and existing clients in response to relevant market themes and dislocations
  </li>
  <li>
   Develop &amp; maintain tools, quantitative metrics and signals for identifying trading opportunities
  </li>
  <li>
   Establish/maintain a strong connection with various sales and trading desks. Communicate opportunities to sales &amp; clients, with a view to generate flows for the rates business
  </li>
  <li>
   Interact with various sales and trading desks to identify key flows and risks; work with these desks to efficiently recycle risk where possible
  </li>
  <li>
   Interact with partners in other fixed income divisions (fx, credit, commodities) to identify opportunities to collaborate and cross-sell
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong analytical mindset, with ability to go in depth and provide differentiating analysis
  </li>
  <li>
   Knowledge of various interest rate products, including vanilla/exotic derivatives
  </li>
  <li>
   Keen interest in the financial markets, economics, market dynamics and have the desire to work in a fast-paced environment.
  </li>
  <li>
   Strong academic qualifications, ideally in Finance, Economics or STEM subjects
  </li>
  <li>
   Proficient in programming
  </li>
  <li>
   A commercial mindset and desire to collaborate and create strong partnerships with sales &amp; trading and clients
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills That Will Help You In The Role
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong analytical skills along with a great attention to detail
  </li>
  <li>
   Programming skills, such as in Python and VBA
  </li>
  <li>
   An entrepreneurial mindset with a desire to grow the scope of the desk strategy team
  </li>
  <li>
   Excellent communication skills, both written and verbal
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Can Expect From Morgan Stanley
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 <br/>
 <br/>
 Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst and between $150,000 to $200,000 per year for Associate, 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
</div>


FID, Interest Rates Sales Desk Strategy - Analyst/Associate

Amazon.com

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Join the Amazon Web Services (AWS) Finance team and help shape how AWS partners scale the business. We are looking for an analytical, execution-oriented Senior Financial Analyst to support core Partner GTM programs and incentives, with direct exposure to resell motions and a $1B+ investment portfolio. This role sits at the intersection of finance, sales strategy, and partner operations, and plays a critical role in ensuring disciplined execution, strong financial governance, and clear leadership decision-making.<br>
<br>
In this role, you will partner closely with the AWS Specialists and Partners organization to own program-level financial support, including OP2 planning, monthly R&amp;O, in-year reforecasting, and leadership reporting. You will evaluate large-scale partner investments, support incentive and resell programs, help consolidate program and project codes in coordination with FP&amp;A and TM1, and contribute to scalable governance mechanisms for strategic partner agreements. The role combines run-the-business execution with meaningful opportunities to influence how AWS invests for growth.<br>
<br>
The ideal candidate demonstrates strong business judgment, comfort operating in ambiguity, and the ability to independently own deliverables end to end. This role requires advanced Excel and data modeling skills, strong attention to detail, and the ability to partner effectively across Finance, Sales, Business Development, and Operations in a fast-paced environment.<br>
<br>
Key job responsibilities<br>
<ul><li>Serve as a key finance partner for Partner Core GTM programs, supporting resell motions and incentive programs by owning financial analysis, execution cadence, and governance in close partnership with the AWS Specialists and Partners organization.</li><li>Own program-level financial planning and execution, including OP2 inputs, monthly R&amp;O reviews, in-year reforecasting, and leadership reporting, ensuring accuracy, consistency, and clear decision support.</li><li>Evaluate large-scale partner investments and initiatives by building and maintaining financial models that assess revenue, margin, and ROI at the program and portfolio level, and surface risks, tradeoffs, and optimization opportunities.</li><li>Design, maintain, and improve rhythm-of-the-business mechanisms that track progress to goals, monitor investment performance, and deliver actionable KPIs and insights to senior leaders.</li><li>Lead program and project code consolidation in coordination with FP&amp;A and TM1, ensuring clean budget alignment, accurate accruals, and reliable financial reporting.</li><li>Dive deep into variances, trends, and material results to identify underlying business drivers and recommend corrective actions or strategic adjustments.</li><li>Partner with finance technology and operations teams to automate, standardize, and simplify financial processes, improving scalability, accuracy, and speed of execution.</li></ul><br>
A day in the life<br>
A typical day includes partnering with the AWS Specialists and Partners organization to review performance of core GTM programs and resell incentives, preparing inputs for monthly R&amp;O and L10 leadership reporting, and maintaining OP2 and in-year reforecast views.
<br>
<br>
The role spends time analyzing variances, evaluating partner investments and SCAs, and translating financial signals into clear recommendations. You will collaborate closely with FP&amp;A, TM1, and program owners to ensure clean budget alignment, accurate accruals, and consolidated program structures. The day balances deep analytical work with cross-functional discussions to drive disciplined execution and decision-making.<br>
<br>
About the team<br>
The Partner Core Finance team partners closely with AWS Specialists and Partners to ensure disciplined investment, strong financial governance, and clear decision-making across partner GTM motions. We operate at the intersection of strategy and execution, owning OP2 planning, monthly R&amp;O, and in-year reforecasting for core partner programs. The team values ownership, analytical rigor, and practical problem-solving, and works cross-functionally with Sales, BD, FP&amp;A, and Tech to translate financial insights into action. This is a high-trust, high-expectation environment with direct exposure to senior leaders and material business decisions.</div><h2 class="jobSectionHeader"><b>
BASIC QUALIFICATIONS</b></h2><ul><li>3+ years of tax, finance or a related analytical field experience</li><li>Experience with advanced use of SQL for data mining and business intelligence</li><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience</li><li>MBA, or CFA</li><li>Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 73,600.00 - 128,800.00 USD annually<br>
USA, VA, Arlington - 66,900.00 - 117,100.00 USD annually<br>
USA, WA, Seattle - 82,700.00 - 117,100.00 USD annually</div><p></p>

Sr Financial Analyst, AWS GTM Finance

JPMorganChase

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 Join JPMorgan Asset Management Global Real Estate &amp; Infrastructure, a leading real estate investment advisor with over $40 billion in assets under management. We are seeking a Program Analyst for our Asset Management team in New York. This role offers the opportunity to collaborate with Asset Managers, oversee a diverse portfolio, and promote value for clients through strategic oversight, development assistance, and comprehensive reporting.
 <br/>
 <br/>
 The Real Estate Americas business is seeking to hire an Program Analyst for its Asset Management team based in New York. Analysts within the functional area of Asset Management play an integral role in working alongside our Asset Managers in overseeing a portfolio of assets and driving value to our clients. Individuals in this role are involved in oversight and strategy implementation within the existing portfolio, assistance on development deals, the handling of dispositions, working through internal and external property valuations and completing various internal and external reports.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Underwrite using Argus and Excel
  </li>
  <li>
   Create and utilize financial models for investment valuation
  </li>
  <li>
   Research and analyze market data
  </li>
  <li>
   Participate in property inspections and market tours
  </li>
  <li>
   Prepare presentations and written investment committee memos
  </li>
  <li>
   Perform due diligence to prepare acquisitions for closing
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications, Capabilities And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Highly motivated and a self-starter
  </li>
  <li>
   Ability to work in a team environment
  </li>
  <li>
   Exceptional quantitative modeling and analytical skills
  </li>
  <li>
   Superior writing and verbal communication skills
  </li>
  <li>
   Strong presentation skills
  </li>
  <li>
   Ability to multi-task and work in a dynamic environment
  </li>
  <li>
   Attention to detail
  </li>
  <li>
   Proficient with Microsoft Word and Microsoft Excel
  </li>
  <li>
   1+ years financial analysis, real estate, modeling experience
  </li>
  <li>
   Candidate should be able to demonstrate interest in real estate through internships, coursework, etc.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications, Capabilities And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   ARGUS experience is a plus
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 <br/>
 <br/>
 We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
 <br/>
 <br/>
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 <br/>
 <br/>
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
</div>


Asset Management- Real Estate Asset Management Analyst - Program Analyst

Siebert Williams Shank

<div><p><b>Municipal Securities Operations Generalist
</b></p><p><b>New York, NY &ndash; Full-time</b></p>
<p>Siebert Williams Shank (SWS) is an independent, non-bank financial services firm that offers investment banking, sales and trading, research, advisory services. We serve a broad spectrum of clients, including corporations, governments, municipalities and institutional investors. We have over 140 employees, multiple offices nationwide with dual headquarters in NYC and Oakland and have a 25+ year track record built on integrity, partnership and impact. To learn more about us, visit https://www.siebertwilliams.com/.
</p><p>SWS is seeking a motivated Municipal Securities Operations Generalist to support both syndicate and settlement operations within our municipal securities platform working in-office from its NYC headquarters on Wall Street. This role is well-suited for someone who is attentive to detail and wants broad exposure across the municipal trade lifecycle. The ideal candidate demonstrates a strong aptitude for learning quickly, robust analytical skills with data, and a genuine enthusiasm for fixed income markets. They will have 2+ years of relevant municipal / fixed income securities experience. This position requires a strong proficiency in technology and the ability to work confidently with various technological tools.</p>
<p><b>Responsibilities</b>:</p>
<ul><li>Assist with all syndicate operations, including deal setup, allocations, close-outs, DTC eligibility and closing; MSRB EMMA Senior Managed deal submissions; all Co-Managed deal processing for commissions and revenue to the firm</li></ul>
<ul><li>Work closely with investment banking teams for both Senior and Co-Managed Negotiated business</li></ul>
<ul><li>Support municipal bond trade settlement and post-trade processing</li></ul>
<ul><li>Coordinate with sales, trading, clearing firms, and client custodians</li></ul>
<ul><li>Monitor trade breaks, confirmations, and settlement status</li></ul>
<ul><li>Maintain accurate trade and account records</li></ul>
<p><b>Qualifications</b>:</p>
<ul><li>Bachelor's degree preferred (Business, Finance, Economics, or related field)</li></ul>
<ul><li>Prior municipal operations experience highly preferred but not required</li></ul>
<ul><li>Strong Excel skills and general computer proficiency</li></ul>
<ul><li>Strong communication, problem-solving skills</li></ul>
<ul><li>Detail-oriented, organized, and demonstrate ability to manage multiple workflows in a deadline-driven environment</li></ul>
<ul><li>Series 99, 52 and 7 are highly preferred or must be obtained within 60 days of date of hire</li></ul>
<p>We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target fixed compensation range for this position is $75,000 - $95,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus.</p>
<p>SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.
</p><p>Siebert Williams Shank &amp; Co., LLC is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.</p></div>

Municipal Securities Operations Generalist

Apollo

<div><div>Position Overview</div><div><div>
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.</div></div><div></div><div>
FIG &amp; Strategy NY Team Overview<br>
The Apollo FIG team invests in high priority strategic transactions across the financial services sector. The group is responsible for some of Apollo&rsquo;s largest and most successful investments to date, including in Athene, Athora, Atlas SP, MidCap, Venerable, and Wheels. The team uniquely has access to every pool of capital at Apollo, including the Apollo/Athene balance sheet as well as Apollo funds across our private equity, hybrid value, and credit strategies. This flexible mandate and funding structure allows the team to invest at scale across the capital structure wherever the risk adjusted returns are most attractive.</div><div>
As a private equity analyst on the Apollo FIG team, you will primarily be focused on (i) Origination Platforms: acquiring, growing, and overseeing our portfolio of specialty finance platforms, as well as (ii) Insurance: creative transactions to grow Athene and our other insurance platforms both organically and through M&amp;A/reinsurance. You will be working in small and nimble deal teams, with a strong emphasis on mentorship, cross-platform collaboration, and professional growth.</div><div></div><div>
PRIMARY RESPONSIBILITIES:</div><div>
At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You&rsquo;ll partner with junior and senior level professionals on a range of projects across the team. You will be responsible for helping acquire and grow strategically critical FIG businesses for Apollo, which drive an outsized share of our firm&rsquo;s growth. Key responsibilities include:</div><div></div><div>
Investment Analysis &amp; Due Diligence:</div><ul><li><div>
Conduct in-depth financial modeling, valuation, and sensitivity analyses across the capital structure</div></li><li><div>
Assist in due diligence efforts, including market research, operational analysis, and risk assessment</div></li><li><div>
Support the development of investment theses and deal structuring</div></li></ul><div></div><div>
Industry &amp; Market Research:</div><ul><li><div>
Analyze trends within the FIG sector, including regulatory developments, competitive dynamics, and macroeconomic factors</div></li><li><div>
Monitor and evaluate potential investment opportunities and industry players</div></li></ul><div></div><div>
Deal Execution &amp; Portfolio Management:</div><ul><li><div>
Participate in all stages of the transaction process from sourcing to close</div></li><li><div>
Assist in the preparation of IC memos and presentations for internal and external stakeholders</div></li><li><div>
Work with portfolio companies on strategic initiatives (incl. add-on acquisitions), financial performance tracking, and operational improvements</div></li><li><div>
Coordinate with legal, tax, and other advisors on transaction execution</div></li></ul><div></div><div>
Our Purpose and Core Values</div><div>
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:</div><ul><li><div>
The leading provider of retirement income solutions to institutions, companies, and individuals.</div></li><li><div>
The leading provider of capital solutions to companies, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance.</div></li><li><div>
A contributor to global challenges&mdash;such as energy transition, technological innovation, and social impact&mdash;using investment as a force for good.</div></li></ul><div></div><div>
As&rdquo; One Apollo&rdquo; We:</div><ul><li><div>
Outperform expectations</div></li><li><div>
Challenge convention</div></li><li><div>
Champion opportunity</div></li><li><div>
Lead responsibly</div></li><li><div>
Drive collaboration</div></li></ul><div></div><div>
We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together.</div><div></div><div>
Qualifications &amp; Experience</div><ul><li><div>
Pursuing a BA or BS (Class of 2027) degree from undergraduate institution with a record of academic achievement and a demonstrated interest in finance through previous internships, jobs, and coursework</div></li><li><div>
The individual should have experience in financial services and/or FIG-specific experience</div></li><li><div>
Basic understanding of modeling; including a familiarity with accounting</div></li><li><div>
Strong analytical and technical aptitude</div></li><li><div>
Ability to take initiative and work collaboratively alongside senior members of the business and across the firm</div></li><li><div>
A critical thinker with strong quantitative and analytical skills who expresses their thoughts and ideas clearly both in oral and written communications</div></li><li><div>
A collaborative thinker who can also work independently, multitask, and prioritize competing demands to meet deadlines in a fast-paced environment</div></li><li><div>
A proactive and organized self-starter with a positive attitude, powerful work ethic, strong attention to detail, and experience and comfort in Excel and PowerPoint</div></li></ul><div></div><div>
Pay Range</div>
110,000<div>
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.</div><div></div><div>
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.</div><div></div><div>
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.</div><div></div><div><i>
T</i><i>he base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm </i><i>performance. Compensation</i><i> ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.</i></div></div><div></div>

2027 Analyst, FIG NY

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