administrative assistant - investment banking and capital markets

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junior financial analyst

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finance & business management

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administrative assistant - investment banking and capital markets Jobs in New York

finance vice president

Fathom Talent Group

<div>
 
 SVP Finance Role (Confidential)
 
 
 
 Title:
 
 Senior Vice President, Finance
 
 
 
 Location:
 
 Eastern Time Zone (100% Remote) All North East Cities
 
 
 
 
 
 Key Responsibilities
 
 
 
 Strategic Finance &amp; Value Creation
 
 
 <ul>
 <li>
 Own and enhance the five-year strategic financial model, annual budget, and rolling forecast models aligned to the company&rsquo;s SaaS strategy, commercial targets, and PE value-creation plan.
 </li>
 <li>
 Drive enterprise-level financial performance management including visibility into unit economics, cohort performance, CAC payback, LTV, and gross margin improvement.
 </li>
 <li>
 Own P&amp;L, balance sheet, and cash management with particular focus on headcount costs (70% of total expenses) and software/technology spend, ensuring capital-efficient growth and disciplined resource allocation.
 </li>
 </ul>
 
 
 
 
 
 First 3-6 Months Priorities
 
 
 <ul>
 <li>
 Enhance financial reporting and analytics to provide better business insights.
 </li>
 <li>
 Automate the budgeting process and improve integration between systems.
 </li>
 <li>
 Take ownership of the five-year strategic plan from the PE firm.
 </li>
 <li>
 Coordinate and elevate the finance function to relieve the COO of day-to-day financial oversight.
 </li>
 <li>
 Build out FP&amp;A capabilities - systems and processes.
 </li>
 </ul>
 
 
 
 
 Qualifications
 
 <ul>
 <li>
 15-20+ years of progressive finance experience with 5+ years in a senior leadership role (VP/SVP Finance).
 </li>
 <li>
 Proven experience at companies with minimum $50M+ revenue scale, with complexity similar to company dual business model.
 </li>
 <li>
 Strong B2B SaaS experience required - must deeply understand subscription technology environments with recurring revenue models, not just general corporate finance.
 </li>
 <li>
 Demonstrated ownership of company-level FP&amp;A, budgeting, forecasting, and reporting in a growth-stage or PE-backed business.
 </li>
 <li>
 Deep understanding of SaaS economics including ARR, NRR, churn/cohort analysis, CAC/LTV, gross margin levers, and revenue recognition for subscription products.
 </li>
 <li>
 Strong technical accounting foundation (US GAAP) with experience managing audits, tax (including international tax), controls, and compliance.
 </li>
 <li>
 Proven success building and scaling Finance organizations in the $50M&ndash;$100M+ revenue range.
 </li>
 <li>
 Experience partnering across HR, Customer Success, Sales, Marketing, Operations; comfortable balancing growth and profitability trade-offs.
 </li>
 <li>
 Board-facing communication skills with demonstrated experience preparing investor materials and performance narratives for PE sponsors.
 </li>
 <li>
 Experience successfully navigating and integrating acquisitions from legal to financial perspectives.
 </li>
 <li>
 Prior experience in media, digital publishing, AdTech or MarTech is a strong plus but not required.
 </li>
 <li>
 MBA strongly preferred over CPA - business degree and strategic orientation valued over pure accounting background.
 </li>
 </ul>
 
 
 
 
 Personal Attributes
 
 <ul>
 <li>
 Executive presence with demonstrated leadership capabilities - ready to step into CFO role when the company exits within the next few years.
 </li>
 <li>
 Strategic operator who can flex between executive-level strategy and analytical depth.
 </li>
 <li>
 Exceptional change management and systems implementation skills - able to modernize processes and drive adoption.
 </li>
 <li>
 Strong people leadership and development skills - able to manage challenging team dynamics, develop talent, and build high-performing teams.
 </li>
 <li>
 Low-ego, collaborative, and highly cross-functional; thrives in fast-moving, product-led environments.
 </li>
 <li>
 Bias for action, continuous improvement, and simplification.
 </li>
 <li>
 High integrity, sound judgment, and a commitment to transparency, accountability, and performance.
 </li>
 <li>
 Comfortable working with accountability-focused leadership and able to hold others accountable.
 </li>
 </ul>
 
 
</div>

Senior Vice President Finance

JPMorganChase

<div>JOB DESCRIPTION 
Join the Offers &amp; Shopping Finance team at JPMorganChase for an exciting opportunity to lead and develop a high-performing finance team, and provide mentorship and oversight to ensure delivery of robust financial analysis and business support for the Offers and Shopping business.
As a Financial Analysis Vice President in the Offers &amp; Shopping Finance team, you will lead and develop a high-performing finance team, drive financial planning, forecasting, budgeting, and long-term modeling, and present clear, actionable financial reports and recommendations to senior management. You will partner with business leaders to identify growth opportunities, manage risks, and support strategic decision-making through in-depth financial and market analysis. You will oversee the preparation and reconciliation of accounting and technical data, maintain and improve financial reporting systems, and champion process improvements and automation to enhance efficiency. In this role, you will lead cross-functional initiatives, monitor key performance indicators, and ensure strong financial controls and compliance. You will also support and guide team members on special projects, fostering a culture of innovation, collaboration, and continuous improvement.
Job responsibilities
<ul><li>Drive the financial planning and analysis (FP&amp;A) process for the Offers &amp; Shopping business, including forecasting, budgeting, and long-range planning, ensuring alignment with overall business objectives.
</li><li>Serve as a strategic business partner to senior leadership, proactively identifying opportunities and risks, and recommending actionable strategies to drive growth, profitability, and operational efficiency.
</li><li>Oversee the development and presentation of executive-level materials, ensuring that financial insights, business cases, and recommendations are clear, compelling, and tailored to senior stakeholders.</li><li>
Lead cross-functional initiatives to evaluate and implement new business opportunities, leveraging market research, competitive analysis, and financial modeling to inform decision-making.
</li><li>Establish and monitor key performance indicators (KPIs), providing regular updates and insights to leadership to support data-driven decision-making and continuous improvement.
</li><li>Champion a culture of innovation and continuous improvement within the team, encouraging new ideas and approaches to maximize revenue and optimize financial performance.
</li><li>Ensure robust financial controls and compliance, partnering with risk, audit, and other control functions as needed to maintain the integrity of financial processes and reporting.
</li><li>Represent the Offers &amp; Shopping Finance team in cross-business forums, working groups, and strategic projects, acting as a key point of contact for finance-related matters.
</li><li>Foster strong relationships with internal and external stakeholders, effectively communicating complex financial concepts and influencing outcomes at all levels of the organization.
</li></ul>Required qualifications, capabilities, and skills<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance or a subject of a technical nature</li><li>
6+ years of work experience in Financial Services with a background in Finance, Strategy, Corporate Development, Business Management, Planning &amp; Analysis, Accounting/Controller or other analytical fields.</li><li>
Experience with creating business cases and financial modeling</li><li>
Advanced skills in Excel and PowerPoint
</li><li>Proficiency with data mining/gathering and manipulation of data sets
</li><li>Attentive to detail, inquisitive, enthusiastic and diligent, and capable of challenging peers</li><li>
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
</li><li>Ability to create ad hoc reporting for senior management
</li><li>Proven track record for executing on special projects / assignments, often with little lead time or information
</li><li>Highly motivated and able to thrive and think clearly under pressure and tight deadlines</li><li>
Team player with the ability to collaborate and build relationships as a trusted partner for the Business, Finance, FP&amp;A teams and stakeholders.</li><li>
Highly motivated self-starter with excellent time management/prioritization skill, strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely</li></ul>
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>Global Finance &amp; Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.</div></div>

Financial Analysis – Offers & Shopping – Vice President

Morgan Stanley

<div>Morgan Stanley Investment Management (&ldquo;MSIM&rdquo;), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. MSIM is one of the three business segments of Morgan Stanley. MSIM currently has $1.9 Trillion in assets under management.
The Morgan Stanley Private Credit (&ldquo;MSPC&rdquo;) platform (is part of MSIM) primarily invests in directly originated middle market loans and invests throughout the capital structure across a wide range of industry sectors. MSPC expanded its private credit platform with launch of business development company (&ldquo;BDC&rdquo;) to complement its current private credit product offering. The MSPC platform currently manages 2 fund families (including BDCs), which focus on different parts of the capital structure, different EBITDA ranges and different target asset yield. The MSPC platform seeks to create highly diversified portfolios of investments and provide investors with a stable cash yield, focused on capital preservation and benefits from interest rate protections. MSPC platform currently has over $23Bn in committed capital across various funds. The MSPC platform intends to raise additional pools of capital, in addition to the existing BDCs and private funds, these will include additional GP/LP structures, SMAs and additional BDCs.
Morgan Stanley Private Credit business is looking to hire a Vice President (externally Fund Controller) candidate to perform the following principal responsibilities to support Direct Lending Funds.
We are looking for an accounting and finance &ldquo;athlete&rdquo; with a solid track record of demonstrating excellence, performance, growth, and initiative.
Key Duties/Responsibilities
<ul><li>Supervise and coordinate the production calendar to meet various deadlines (MS firm, SEC and investors deliverables)
</li><li>Manage and maintain internal income forecast model to estimate distributable income
</li><li>Manage third-party valuation specialists with investment level appraisals, detailed review of inputs, qualitative aspects and valuation models
</li><li>Researching accounting issues and preparing technical accounting policy documents and memos
</li><li>Manage and review administrator deliverables to ensure accurate processing of activity, timely receipt of deliverables, accuracy of NAV reporting and financial statements, and accuracy of investor notices and reporting
</li><li>Interface with auditors in all quarterly review and audit coordination and completion as well as for the internal controls assessment
</li><li>Liaison with the internal auditors and SOX service provider on internal controls testing and enhance controls, as necessary
</li><li>Coordinate with tax team and review of the quarterly and annual RIC tests
</li><li>Coordinate with external tax firms to review annual tax returns, K-1s and local filings with help of tax team and tax service providers
</li><li>Review the tie-out of quarterly/annual financial statements and assist in implementation of new accounting standards with auditors and fund administrators
</li><li>Review SEC filings, such as 8Ks, 10Qs, 10Ks, earnings releases, supplemental reporting, and provide comments
</li><li>Detail review of all investor reporting as necessary (i.e. capital account statements, capital calls and distributions notices and performance reporting)
</li><li>Assist in improving efficiency through technology and other special projects as needed
</li><li>Retrieve and compile relevant financial information for investor correspondence
</li><li>Review and provide input to all Fund-related regulatory filings, participate in efforts to respond to regulatory requests and inquiries related to the BDCs/Funds
</li><li>Coordinate with portfolio management team on monthly portfolio stats and quarterly portfolio review process
</li><li>Coordinate with shadow books service providers and review the monthly NAV reconciliations
</li><li>Detail review of the monthly/quarterly credit facilities waterfall payment file
</li><li>Detail review of the credit facility reporting and compliance with credit facility agreements
</li><li>Responsible for overseeing the work assignments of analysts/associates, communicating performance expectations and providing performance feedback
</li></ul>Skills/Qualifications
<ul><li>Target range of 8-12 years of experience in financial accounting, or finance function for an alternative investment manager with exposure to private credit, BDCs, or private equity funds
</li><li>Ability to implement accounting and reporting for various investment structures or funds
</li><li>Desire to understand transaction process flows and requirements and develop processes to solve complexities as they arise
</li><li>Experience with external audit processes and procedures
</li><li>Knowledge of accounting principles including US GAAP and Investment Company Accounting
</li><li>Bachelor's degree with a major in Accounting or Finance
</li><li>CPA a plus
</li><li>Big 4 accounting firm experience preferred
</li><li>Excellent written /verbal communication skills
</li><li>Ability to work in a fast paced, deadline driven environment
</li><li>Good quantitative/analytical and problem-solving skills
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $125,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Fund Controller Vice President

<div>JOB DESCRIPTION 
Legal at JPMorgan Chase &amp; Co. is a global team of over 2,000 professionals responsible for delivering legal services across the firm. As part of the Corporate Sector, Legal is structured to align with the firm&rsquo;s lines of business. The Consumer and Community Banking (CCB) Legal team provides counsel to all businesses serving consumers and small businesses, advising on regulatory changes and supporting business initiatives.
As a Finance and Business Management Vice President within the Consumer and Community Banking Legal team, you will partner closely with the Senior Business Manager, the Consumer and Community Banking General Counsel, and Practice Group Heads, providing both strategic and operational support.
Job Responsibilities<ul><li>
Lead global budget planning and ongoing expense forecasting for the CCB Legal organization, ensuring resources are allocated efficiently and within budget.</li><li>
Advise Finance &amp; Business Management on forecasting, headcount monitoring, and outside counsel spend, providing actionable insights to senior leadership.</li><li>
Manage internal and external expense tracking, headcount, and financial reporting, delivering clear and concise reports for senior management.</li><li>
Support strategic agenda development and prioritization, ensuring alignment with organizational goals.</li><li>
Plan and develop materials for business reviews, town halls, off-sites, and weekly management meetings.</li><li>
Take ownership of meeting management: coordinate agendas, capture detailed notes, track action items, and follow up to ensure timely completion&mdash;helping the team stay organized and focused.</li><li>
Coordinate administrative functions and provide operational support to ensure seamless execution of day-to-day activities.</li><li>
Participate in special projects and initiatives as assigned by senior management, including presentations and ad-hoc analysis</li></ul>
Required qualifications, skills, and capabilities<ul><li>
6 + years of experience in Business Analytics and/or Financial Planning, with a proven track record in budgeting, forecasting, and variance analysis.</li><li>
Strong analytical and commercial mindset, with the ability to evaluate alternative approaches and assess financial implications of structural or process changes.</li><li>
Advanced data analytics and presentation skills, with the ability to distill complex information into clear, actionable insights.</li><li>
Expert proficiency in Microsoft Excel (lookups, pivot tables, charts, conditional formatting, etc.) and hands-on experience with financial reporting systems (e.g., Essbase, Tableau, Alteryx, Business Objects).</li><li>
Exceptional project and process management skills, including the ability to plan meetings, create agendas, document outcomes, track assignments, and keep teams accountable for deliverables.</li><li>
Proactive problem-solving skills, with the ability to escalate issues, propose solutions, and keep stakeholders informed.</li><li>
Demonstrated ability to synthesize and capture key discussion points, decisions, and action items in a fast-paced environment. Must have effective information and knowledge management practices&mdash;organizing, storing, and retrieving critical information to facilitate rapid response to business needs.</li><li>
Ability to thrive in a distributed team environment, collaborating with colleagues, partners, and clients across multiple U.S. cities.</li><li>
Excellent verbal, written, and presentation skills; self-motivated, detail-oriented, and committed to delivering high-quality results.</li></ul>
Preferred qualifications, skills, and capabilities<ul><li>
Experience with financial infrastructure and data systems; programming experience (e.g., SQL, Tableau) is a plus.</li></ul>
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase &amp; Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>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.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
<div>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div><div> 
 
</div><div>Global Finance &amp; Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.</div></div>

Vice President Business Manager- Legal Finance Team

Citi

<div>Citi is a global financial services institution that delivers a broad range of financial products and services to consumers, corporations, governments, and institutions. Within Citi's Markets business, our Markets Quantitative Analytics team plays a critical role in developing cutting-edge quantitative models and analytical tools that drive our trading strategies and risk management frameworks. This team provides the intellectual capital and innovative solutions essential for navigating complex financial markets and delivering superior outcomes for our clients.
We are seeking a highly skilled and experienced Vice President to join our Equities Central Risk Book (CRB) Quantitative Analyst team in New York. This pivotal role involves contributing to the development and enhancement of systematic trading models, alpha signals, and risk measures within our algorithmic portfolio management systems. The successful candidate will have a direct impact on balancing risk, managing transaction costs, and optimizing expected returns for our trading books. This is an exciting opportunity to work at the forefront of quantitative finance, collaborating closely with trading desks to strategically advance our modeling, risk, systematic liquidity facilitation, and trading infrastructure.<h2 class="jobSectionHeader">
Primary Responsibilities of the role</h2><ul><li>
Develop tools, systematic trading models, alpha signals, and risk measures for the Equities Central Risk Book.</li><li>
Contribute significantly to the development and enhancement of algorithmic portfolio management systems, focusing on balancing risk, transaction costs, tracking error, and expected returns of trading books.</li><li>
Collaborate very closely with the trading desk to enhance the business via the strategic development of modeling, risk, systematic liquidity facilitation, and trading infrastructure.</li><li>
Analyze historical data, build mathematical models, and conduct back-tests and simulations using available internal and external trade, quote, and execution data sets.</li><li>
Undertake substantial coding in a daily capacity to programmatically analyze, test, and implement models.</li><li>
Work effectively within a team consisting of traders, quantitative analysts, and technologists to achieve business objectives.</li></ul><h2 class="jobSectionHeader">
What we need from you</h2><ul><li>
Strong background in mathematical finance and statistical analysis.</li><li>
At least two years of experience in the quantitative aspects of algorithmic trading, with preference for direct experience in Equities and the automated management of portfolio risk.</li><li>
Strong technical programming proficiency in languages such as Q/KDB and Python.</li><li>
Solid knowledge of pricing, risk models, statistical analysis, and portfolio management.</li><li>
Proven track record in delivering production-ready projects in a quantitative finance setting.</li><li>
Demonstrated keen interest and understanding of financial markets.</li><li>
Knowledge of market microstructure.</li><li>
Strong teamwork capabilities and the ability to consistently demonstrate clear and concise written and verbal communication skills.</li><li>
Education: Master's degree in Mathematics, Physics, Statistics, or a closely related quantitative field.</li></ul><h2 class="jobSectionHeader">
What Citi can offer you</h2>
Joining Citi as a Vice President in New York means becoming part of a dynamic and inclusive environment where your expertise is valued and your career growth is prioritized. We offer a competitive compensation package that recognizes your skills and contributions. You will have access to a wealth of professional development opportunities, allowing you to continuously enhance your knowledge and advance your career within a leading global financial institution. Our supportive work environment encourages innovation, collaboration, and individual empowerment, ensuring you can thrive and make a significant impact.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Institutional Trading
-
Job Family:
Quantitative Analysis
-
Time Type:
Full time
-
Primary Location:
New York New York United States
-
Primary Location Full Time Salary Range:
$175,000.00 - $250,000.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Mar 29, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Equities Central Risk Book (CRB) Quantitative Analyst - Vice President

<div>We're seeking someone to join our Segment Reporting &amp; Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&amp;L during the quarterly mark-to-market and multi-year forecast processes.In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources.
This is a Vice President level position within the Financial Planning &amp; Analysis (FP&amp;A) job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&amp;A is a contributor to the Firm's CCAR process.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
<div>What you'll do in the role:
 
<ul><li>Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative.
</li><li>Accountable for the accuracy, control environment, and timely delivery of Firm equity and carried interest estimates to the General Ledger, including variance explanation and senior management communication.
</li><li>Own FP&amp;A deliverables supporting quarterly external disclosures (10‑K/Q), partnering closely with Corporate Accounting to ensure integrity, consistency, and risk awareness.
</li><li>Drive forward‑looking investment sensitivity analysis and scenario framing to inform senior management decision‑making, capital allocation, and risk discussions.
</li><li>Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions.
</li><li>Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues.
</li><li>Serve as the FP&amp;A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee.
</li><li>Act as FP&amp;A sponsor for the Investments Platform enhancement, defining business requirements and partnering with BU and IM Technology to deliver scalable solutions.
</li><li>Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
</li><li>Serve as a primary finance liaison across FP&amp;A, Business Units, Firm Risk, and Corporate Accounting, ensuring alignment and clear ownership.
</li><li>Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.
</li></ul></div><div>What you'll bring to the role:
 
<ul><li>Preferred Bachelor's degree in Finance, Accounting, or a related field.
</li><li>Desired 10+ years of work experience.
</li><li>Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall.
</li><li>Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
</li><li>Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
</li><li>Analytical mindset with attention to detail.
</li><li>Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
</li><li>Excellent organizational skills and the ability to work to and manage deadlines. 
</li></ul></div>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Investment Management Segment Reporting & Analytics - Vice President

Redstone Search Group

<div>
 
 Redstone Search Group focus on offering 360&deg; search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today&rsquo;s volatile market.
 
 
 
 
 
 Redstone Search Group are working with a commodities focussed investment firm looking to hire a Vice President to join their growing office in New York
 
 
 
 
 
 
 Key Responsibilities / Tasks
 
 
 
 
 
 <ul>
 <li>
 Analysing credit, liquidity, operations, legal and market risks for prospective transactions, mostly utilising long-term investments, with some physical transactions within the metals market.
 </li>
 <li>
 Leading preparation and negotiation of investment proposals (across both market and asset class to deliver competitive and solution orientated responses) and transaction documentation, including term sheets and credit agreement, utilizing these do cultivate counterparty relationships.
 </li>
 <li>
 Structure and optimize transactions to enhance returns and mitigate risk in line with fund strategy, partnering with internal teams to secure approvals and execute transactions.
 </li>
 <li>
 Contribute to innovative, repeatable investment structures utilizing tools such as physical commodity transactions, collateral arrangements, leverage, insurance, and hybrid capital solutions.
 </li>
 <li>
 Role reports to Head of Transaction Structuring &amp; Restructuring.
 </li>
 </ul>
 
 
 
 
 
 Key Qualifications / Experience
 
 
 
 
 
 <ul>
 <li>
 Minimum of 4 years&rsquo; experience within investments, ideally with at least 2 years on the buy side within a similar firm, preferably within the commodities space (namely metals).
 </li>
 <li>
 Must have a bachelor&rsquo;s degree in a relevant field.
 </li>
 <li>
 Exceptional analytical skills with a high attention to detail needed with demonstrated experience in credit-oriented investing and transaction structuring or restructuring; experience in structured trade or commodity finance preferred.
 </li>
 <li>
 Entrepreneurial, commercial, self-motivated team player needed, strong growth mindset who can provide measurable impact within the business.
 </li>
 <li>
 Role is to be based in New York, with at least 4 days in the office.
 </li>
 </ul>
 
 
</div>

Vice President, Investment Structuring

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