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financial analyst research post award

NYU Langone Health

<div>NYU Grossman School of Medicine is one of the nation's top-ranked medical schools. For 175 years, NYU Grossman School of Medicine has trained thousands of physicians and scientists who have helped to shape the course of medical history and enrich the lives of countless people. An integral part of NYU Langone Health, the Grossman School of Medicine at its core is committed to improving the human condition through medical education, scientific research, and direct patient care. At NYU Langone Health, equity and inclusion are fundamental values. We strive to be a place where our exceptionally talented faculty, staff, and students of all identities can thrive. We embrace inclusion and individual skills, ideas, and knowledge.
 
 
For more information, go to med.nyu.edu, and interact with us on LinkedIn, Glassdoor, Indeed, Facebook, Twitter and Instagram.

Position Summary:We have an exciting opportunity to join our team as a Financial Analyst.
 
 
Financial Analyst (FA) will report to the Asst. Director of Research Administration on the Integrated Support Model Team supporting the Department of Radiology. The FA will be responsible for analyzing budgets, monitoring expenditures, ensuring compliance with funding regulations, and providing financial guidance to project teams and principal investigators. The scope of this role encompasses all research project mechanisms (grants, contracts and clinical trials) across all sponsored research funding sources. This position requires a keen understanding of accounting principles, budgeting techniques, and regulatory requirements in sponsored research. The FA will also be responsible for ad-hoc projects as required.

Job Responsibilities:

Financial Analysis and Reporting:
<ul>
<li>Analyze sponsored research budgets to ensure accuracy and feasibility.</li>
<li>Daily financial management of all grant accounts.</li>
<li>Monitor project expenditures and provide regular financial reports to project teams and stakeholders.</li>
<li>Identify and communicate financial risks and opportunities to project leaders.</li>
<li>Prepare financial portfolios for investigators (financial forecasts and projections for sponsored research initiatives.)</li>
<li>Collaborate with study teams to ensure accuracy of revenue and invoicing on non-industry sponsored clinical research projects</li>
</ul>
Budget Management:
<ul>
<li>Assist in the development of project budgets, ensuring alignment with funding guidelines and organizational objectives.</li>
<li>Monitor budget performance throughout the project lifecycle and recommend adjustments as needed.</li>
<li>Conduct variance analysis to understand deviations from budgeted amounts and implement corrective actions.</li>
<li>Reallocate and process personnel effort onto and off grant accounts.</li>
<li>Review time and effort allocation with all grant-related personnel and assist with effort certification.</li></ul> 
<div></div>

Compliance and Regulatory Oversight:
<ul>
<li>Ensure compliance with funding agency regulations, institutional policies, and federal guidelines related to sponsored research.</li>
<li>Review financial transactions for compliance with grant terms and conditions.</li>
<li>Coordinate with internal and external auditors during financial audits and reviews.</li>
</ul>
Grant Proposal Support:
<ul>
<li>Collaborate with principal investigators, grants administrators and research teams to develop budget proposals for sponsored research projects.</li>
<li>Provide financial expertise during the grant application process, including budget preparation, cost allocation, and justification of expenses.</li>
<li>Assist with progress report submissions (verification of effort and budget for new budget period)</li>
<li>Facilitate financial closeout of grant accounts to sponsor.</li></ul> 


Minimum Qualifications:
<ul>
<li>To qualify you must have a Bachelor Degree in Business, Accounting, Finance, or related field, with 1-3 years of relevant work experience, or an equivalent combination of education and experience.</li>
<li>Superior communication skills, both written and verbal.</li>
<li>Possess strong customer service, critical-thinking and problem-solving skill sets.</li>
</ul>
Preferred Qualifications:

The Financial Analyst will have a comprehensive understanding of research administration with in-depth knowledge of Uniform Guidance and other research regulatory requirements, specifically the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards. Experience with PeopleSoft preferred.

Qualified candidates must be able to effectively communicate with all levels of the organization. 


Minimum Qualifications: 
To qualify you must have a Bachelor's degree and 1-3 years relevant work experience or an equivalent combination. 
Superior communication skills, both written and verbal. 
Possess strong customer service and problem solving skill sets.

Qualified candidates must be able to effectively communicate with all levels of the organization.
 
 
NYU Grossman School of Medicine provides its staff with far more than just a place to work. Rather, we are an institution you can be proud of, an institution where you'll feel good about devoting your time and your talents. At NYU Langone Health, we are committed to supporting our workforce and their loved ones with a comprehensive benefits and wellness package. Our offerings provide a robust support system for any stage of life, whether it's developing your career, starting a family, or saving for retirement. The support employees receive goes beyond a standard benefit offering, where employees have access to financial security benefits, a generous time-off program and employee resources groups for peer support. Additionally, all employees have access to our holistic employee wellness program, which focuses on seven key areas of well-being: physical, mental, nutritional, sleep, social, financial, and preventive care. The benefits and wellness package is designed to allow you to focus on what truly matters. Join us and experience the extensive resources and services designed to enhance your overall quality of life for you and your family.
 
 
NYU Grossman School of Medicine is an equal opportunity employer and committed to inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration. We require applications to be completed online.
 
 
View Know Your Rights: Workplace discrimination is illegal.

NYU Langone Health provides a salary range to comply with the New York state Law on Salary Transparency in Job Advertisements. The salary range for the role is $66,300.00 - $76,685.70 Annually. Actual salaries depend on a variety of factors, including experience, specialty, education, and hospital need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits.

To view the Pay Transparency Notice, please click here</div>

Financial Analyst - Research - Post Award

Research Foundation CUNY

<div>Thank you for considering a career with the Research Foundation of The City University of New York (RFCUNY).
The team at RFCUNY is made up of dedicated, talented professionals committed to providing the services that allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries.
We are pleased that you are interested in exploring opportunities to join RFCUNY.
Primary Location:
The GRADUATE CENTER
Bargaining Unit:
Yes
Seeking a Postdoctoral Research Associate in the Ph.D. Program in Mathematics at the CUNY Graduate Center. The Postdoctoral Research Associate will work independently in any area of mathematics where large-scale computation, simulation, or data-driven methods play an essential role. The postdoc will have access to Empire AI and will be expected to utilize its substantial computational power in their research. The postdoc will be expected to design algorithms that scale efficiently on GPU clusters, manage distributed computation and storage, and develop analysis pipelines that connect the resulting data back to rigorous mathematics. We are interested in proposals that push the limits of current computational practice in their area &ndash; whether through very large simulations, massive combinatorial or statistical searches, or the use of large generative models guided by mathematical structures.
The postdoc will be supported by the rich intellectual environment at the CUNY Graduate Center which includes Mathematics, Physics, Computer Science, and the Initiative for Theoretical Sciences and is expected to engage with the broader mathematics community to enhance their research and professional development. Candidates are expected to prepare publications and conference talks. The start date is flexible but ideally will be
around September 1, 2026.
QUALIFICATIONS
Doctoral degree in Mathematics
Doctoral degree should be obtained within five years of appointment to this position.
PREFERRED QUALIFICATIONS
Experience with large-scale computation is desired.
CUNY TITLE OVERVIEW
Conducts research activities with the mentorship of a CUNY faculty member.
<ul><li>Performs research utilizing Empire AI
</li></ul><ul><li>Collaborates with internal and external researchers
</li></ul><ul><li>Adheres to relevant regulations and ethical conduct standards pertinent to the conduct of their research.
</li></ul><ul><li>Performs related duties as assigned
</li></ul>Pay Range:
Minimum - Maximum: $85,000
CUNY&rsquo;s benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range of health plans, competitive retirement/pension benefits and savings plans, tuition waivers for CUNY graduate study and generous paid time off. Our staff also benefits from the extensive academic, arts, and athletic programs on our campuses and the opportunity to participate in a lively, diverse academic community in one of the greatest cities in the world.
RFCUNY Benefits
 
RFCUNY Employee Benefits and Accruals (link to https://www.rfcuny.org/RFWebsite ) 
 
About the Research Foundation
 
The Research Foundation of The City University of New York (RFCUNY) is a nonprofit educational corporation founded in 1963 to provide post-award fiscal and administrative support for CUNY&rsquo;s research and sponsored programs. RFCUNY&rsquo;s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society&rsquo;s most pressing challenges.
 
RFCUNY serves as a fiscal agent and works closely with all the CUNY campus Grants Offices to perform the core functions of post-award financial management for CUNY research projects and sponsored programs. These functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY&rsquo;s research and sponsored programs.
Equal Employment Opportunity Statement
 
The Research Foundation of the City University of New York is an Equal Opportunity/Affirmative Action/Americans with Disabilities Act/E-Verify Employer. It is the policy of the Research Foundation of CUNY to provide equal employment opportunities free of discrimination based on race, color, age, religion, sex, pregnancy, childbirth, national origin, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, marital status, domestic violence victim status, arrest record, criminal conviction history, or any other protected characteristic under applicable law.</div>

Postdoctoral Research Associate

Moelis & Company

<div>
 
 We are passionate about our business and our culture, and are seeking individuals with that same drive.
 
 
 
 
 Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process.
 
 
 
 Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
 
 
 Complete the
 
 Suited assessment here.
 
 
 
 To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
 
 
 
 Overview
 
 
 
 Moelis Private Capital Advisory (&ldquo;PCA&rdquo;) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm&rsquo;s leading financial sponsor franchise, sector expertise and M&amp;A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis &amp; Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.
 
 
 
 Position Description
 
 
 :
 
 
 
 The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.
 
 
 
 Responsibilities include:
 
 
 
 <ul>
 <li>
 Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
 </li>
 <li>
 Financial analysis and modeling including LBOs, continuation fund models, waterfalls
 </li>
 <li>
 Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
 </li>
 <li>
 Contribution in preparing responses to due diligence requests from potential secondary investors
 </li>
 <li>
 Communicate and collaborate regularly with Moelis&rsquo; industry and financial sponsor coverage team members
 </li>
 <li>
 Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
 </li>
 <li>
 Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
 </li>
 <li>
 Conduct secondary market research including identifying trends in the alternatives investment industries
 </li>
 <li>
 Conducting ad hoc industry research
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 :
 
 
 
 Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
 
 
 <ul>
 <li>
 Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
 </li>
 <li>
 Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
 </li>
 <li>
 Understanding of the private equity and secondaries industry
 </li>
 <li>
 Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
 </li>
 <li>
 A drive for results, and ability to perform well under pressure and against tight deadlines
 </li>
 <li>
 Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
 </li>
 <li>
 Strong multi-tasking skills
 </li>
 <li>
 Excellent analytical and presentation skills
 </li>
 <li>
 Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
 
 
 </li>
 </ul>
 
 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
 
 
 religion, color, sex (including pregnancy
 
 
 and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
 
 
 This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
 
</div>

Investment Banking Analyst, Private Capital Advisory - New York

MILBANK LLP

<div>Overview:
<div>
Detail-oriented and proactive Awards and Events Specialist to support our firm&rsquo;s global award strategy through the identification, development (editing or writing) tracking and submission of legal industry awards and rankings. This role is ideal for someone with strong writing, project management, and research skills who is interested in legal marketing and professional services branding. The role will also provide support for firm events as needed.</div>
Responsibilities:
<div>
Awards Management: 
<ul><li>Track and maintain a global calendar of relevant legal industry awards and recognitions (e.g., Law360, American Lawyer, The Lawyer, etc.)</li><li>Coordinate internal timelines and deadlines for submissions.</li><li>Assist in drafting, editing, and compiling award submissions in collaboration with attorneys, practice group leaders, BD and comms</li><li>Maintain a global database of past submissions, results, and feedback.</li></ul>
Research &amp; Analysis: 
<ul><li>Research new award opportunities globally aligned with firm priorities and practice strengths.</li><li>Analyze competitor recognition and industry trends to inform strategy.</li></ul>
Internal Coordination: 
<ul><li>Liaise with attorneys, practice groups, and global business development teams to gather content and metrics.</li><li>Create an efficient and informative awards tracking submission database for global marketing</li><li>Assist BD team/events manager with events as needed</li></ul>
Marketing Support: 
<ul><li>Collaborate with the communications team to promote award wins across digital channels (website, social media, newsletters).</li><li>Draft, write and edit award materials for these channels and post on the appropriate</li></ul></div>
Qualifications:
<ul><li>A minimum of three years of related work experience &ndash; legal marketing preferred</li><li>Bachelor&rsquo;s degree in Marketing, Communications, English, or a related field.</li><li>Excellent writing, editing, and proofreading skills.</li><li>Strong organizational and project management abilities.</li><li>Proficiency in Microsoft Office Suite; experience with CRM or content management systems is a plus.</li><li>Interest in the legal industry and professional recognition programs.</li></ul><div></div><div> 
Compensation</div><div>
The anticipated base salary range offered for this role will be between $75,000 to $95,000 and represents the firm&rsquo;s good faith and reasonable estimate of the base compensation range. Actual base compensation will be dependent upon several factors, including but not limited to the candidate&rsquo;s relevant experience, performance, qualifications, degrees, and location, as well as the needs of the firm.</div></div>

Awards and Events Specialist

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

Nepternship

<div>
 
 
 About this opportunity
 
 
 
 Nepternship is connecting qualified students with a top-tier investment banking summer analyst opportunity at a Leading Boutique Investment Bank. Join their TMT (Technology, Media &amp; Telecom) group's Summer Analyst program and gain hands-on experience in financial advisory, capital markets, and deal execution. This program provides exposure to live transactions and direct mentorship from senior bankers.
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Support deal teams across M&amp;A, equity capital markets, and debt capital markets transactions
 </li>
 <li>
 Conduct financial modeling, valuation analysis, and industry research
 </li>
 <li>
 Prepare pitch books, presentations, and transaction materials for client meetings
 </li>
 <li>
 Participate in due diligence and transaction execution processes
 </li>
 <li>
 Collaborate with senior bankers and cross-functional teams
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Finance, Economics, or Accounting major
 </li>
 <li>
 Advanced Excel and PowerPoint
 </li>
 <li>
 Financial modeling experience
 </li>
 <li>
 3.5+ GPA preferred
 </li>
 <li>
 Analytical mindset
 </li>
 </ul>
 
 
 
</div>

Investment Banking Summer Analyst, TMT

Bank of America

<div>Job Description:
The BofA Multi‑Industrial team covers 35 leading stocks &mdash; including GE Vernova, Honeywell, Eaton, Parker‑Hannifin, Trane, and 3M &mdash; and is looking for an Equity Research Analyst to join our high‑impact, three‑person group. In this role you will contribute by generating ideas, understanding market-wide trends, attending industry events, meeting and talking with clients, running financial models, and writing impact reports.
Responsibilities<ul><li>
Maintain and run 3-statement integrated financial models for individual stocks</li><li>
Write industry and company research reports</li><li>
Develop strong, differentiated industry knowledge</li><li>
Build relationships with covered companies, industry experts, and other data sources</li><li>
Interact regularly with clients including calls, meetings, and events</li><li>
Closely company-specific news, developments, and catalysts</li></ul>
Qualifications<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience</li><li>
Minimum 2 years of experience in corporate finance, research, banking or consulting</li><li>
Strong financial modeling skills</li><li>
Strong attention to detail and accuracy</li><li>
General interest in the stock market</li><li>
Must work well in a fast-paced, intense and collaborative team environment</li><li>
Must have excellent communication skills, written and verbal</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate: Equity Research, Multi-Industrials

Explore 897+ Financial analyst research post award in New York this March. Find roles across top companies and apply now to boost your career.