2026 equity research summer analyst new york, ny

administrative assistant - investment banking and capital markets

advisor development program - financial solutions advisor trainee (centralized): park ave

financial analyst

2026 equity research summer analyst new york, ny Jobs in New York

account executive, real estate Jobs in New York

account executive, real estate

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

advisor development program - financial solutions advisor trainee (centralized): park ave Jobs in New York

global cash equities institutional equity sales analyst

JPMorganChase

<div>
 
 Job Description
 
 
 
 As an Analyst in Institutional Equity Sales you will be responsible for partnering with a team of senior equity salespeople, helping to maintain and develop key investor client relationships. We are looking for someone with a strong intellectual curiosity, a passion for equity markets, a high degree of organization and attention to detail, and the ability to perform well under high pressure situations with the appropriate degree of urgency.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Supporting senior equity salespeople, attending corporate management IPO and follow-on presentations, backup coverage of existing equity relationships
 </li>
 <li>
 Navigate products effectively across a broad range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds etc.) along with idea generation and market insight
 </li>
 <li>
 Bring a collaborative approach working with our business partners in trading, research, banking, and syndicate to provide comprehensive client coverage across the platform
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Experience in sales
 </li>
 <li>
 Hard working and self-motivated team player, works well in small groups, collaborates well with partners in Research, Trading, and Capital markets
 </li>
 <li>
 Critical thinker with the goal to help motivate stock idea generations and themes for clients
 </li>
 <li>
 Understanding of fundamental product knowledge and market structure
 </li>
 <li>
 Clear, logical thinker with strong qualitative skill set including effective communication and presentation
 </li>
 <li>
 Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
 
 
 </li>
 </ul>
 
 Preferred Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Series 7 &amp; 63 license preferred but not required initially. Expect candidate to complete these licenses if they do not have them already.
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 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.
 
 
 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.
 
 
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 
 
 
 About The Team
 
 
 
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>

Global Cash Equities - Institutional Equity Sales – Analyst

Jefferies

<div>
 
 Vice President &ndash; International ETF Create/Redeem
 
 
 Location: New York, NY
 
 
 Division: Equities / ETF Trading
 
 
 
 
 
 
 
 Overview
 
 
 
 
 Jefferies is seeking a Vice President &ndash; International ETF Create/Redeem to join its Equities platform. This role is central to building and scaling the firm&rsquo;s international ETF primary market capabilities, with a focus on execution, client engagement, and operational excellence.
 
 
 The successful candidate will be an experienced ETF professional with deep knowledge of the create/redeem process across international markets, combining trading, sales, and operational expertise to support the growth of a global franchise.
 
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 Execution &amp; Franchise Development
 
 <ul>
 <li>
 Support and help lead the build-out of the International ETF create/redeem business within a global investment bank.
 </li>
 <li>
 Execute ETF primary market transactions, including creations and redemptions across non-U.S. equity markets.
 </li>
 <li>
 Partner with senior trading leadership to optimize workflows and scale the platform globally.
 </li>
 </ul>
 
 Client Coverage &amp; Sales Support
 
 <ul>
 <li>
 Interface directly with institutional clients, authorized participants (APs), asset managers, and ETF issuers.
 </li>
 <li>
 Provide consultative support on ETF liquidity, basket construction, and cross-border execution strategies.
 </li>
 <li>
 Partner closely with ETF Sales and Trading teams to drive revenue growth and expand client penetration.
 </li>
 </ul>
 
 Operational &amp; Product Expertise
 
 <ul>
 <li>
 Act as a subject matter expert across all aspects of the international ETF create/redeem lifecycle, including:
 </li>
 <li>
 Basket composition and validation
 </li>
 <li>
 Settlement cycles and market-specific requirements
 </li>
 <li>
 Coordination with custodians, administrators, and counterparties
 </li>
 <li>
 Troubleshoot operational issues and streamline end-to-end processes.
 </li>
 </ul>
 
 Market Structure &amp; Cross-Asset Knowledge
 
 <ul>
 <li>
 Apply deep understanding of global equity market structure, trading conventions, and settlement practices across regions.
 </li>
 <li>
 Navigate complexities related to cross-border trading, local market nuances, and regulatory differences.
 </li>
 <li>
 Integrate FX considerations into ETF primary activity, including hedging, pricing, and execution impacts.
 </li>
 </ul>
 
 Technology &amp; Process Enhancement
 
 <ul>
 <li>
 Collaborate with technology and electronic trading teams to enhance automation, tooling, and scalability of the platform.
 </li>
 <li>
 Contribute to the development of systems supporting basket processing, execution, and reconciliation.
 </li>
 <li>
 Leverage data and analytics to improve efficiency, execution quality, and client outcomes.
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications
 
 
 
 
 Required Experience
 
 <ul>
 <li>
 5&ndash;10 years of experience within ETF trading, program trading, or equity derivatives, with a focus on ETF primary markets.
 </li>
 <li>
 Direct experience with international ETF creation/redemption processes required.
 </li>
 <li>
 Strong background in both execution and operational workflows.
 </li>
 </ul>
 
 Technical Expertise
 
 <ul>
 <li>
 In-depth knowledge of ETF mechanics, particularly cross-border create/redeem processes.
 </li>
 <li>
 Solid understanding of global equity market structure and settlement conventions.
 </li>
 <li>
 Familiarity with FX markets and their interaction with international ETF flows.
 </li>
 </ul>
 
 Skills &amp; Competencies
 
 <ul>
 <li>
 Strong execution mindset with attention to detail in complex operational environments.
 </li>
 <li>
 Client-facing experience with the ability to communicate technical concepts clearly.
 </li>
 <li>
 Collaborative approach, working across trading, sales, operations, and technology.
 </li>
 <li>
 Problem-solving orientation with a focus on process improvement and scalability.
 </li>
 </ul>
 
 
 
 
 New York, NY. Full Time Salary Range of $150,000-235,000.
 
 
 
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 
</div>

Vice President – International ETF Create/Redeem

<div>JOB DESCRIPTION 
Job Description
We are seeking an Investment Banking Analyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
Job Summary
As an Analyst in our Equity Capital Markets (&ldquo;ECM&rdquo;) team, you will be a key player in driving our platform&rsquo;s growth and execution. You will participate in the &quot;full cycle&quot; of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you&rsquo;ll become part of our inclusive teams and culture, unified by the firm&rsquo;s mission and commitment to success. You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities<ul>
<li>Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
</li><li>Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
</li><li>Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
</li><li>Prepare thought pieces related to the equity capital markets and technology sector.
</li><li>Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
</li><li>Draft presentation materials and internal committee memorandums in advance of launching transactions.
</li></ul>Required qualifications, capabilities, and skills<ul>
<li>Bachelor's degree in Accounting, Economics, Finance or related field.</li>
<li>Strong accounting, finance, quantitative and business writing skills.</li>
<li>Knowledge of capital markets and the ECM execution function.</li>
<li>Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li>
<li>Ability to work well in a fast paced, team environment.
</li><li>Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.</li></ul>
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 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Equity Capital Markets - Analyst

The New York Public Library

<div><h3 class="jobSectionHeader">Description</h3><div> 

Overview 
The Investment Office is responsible for the Library&rsquo;s $1.9 billion endowment investment program. Though the Library receives substantial funding from the City of New York as an independent nonprofit entity, the endowment's spending provides crucial ongoing support for the Library&rsquo;s annual operating budget. The endowment portfolio is invested through external managers and is currently allocated across various asset classes and strategies, including domestic and international equities, marketable alternatives, private capital, real assets, and fixed income.</div><div></div><div> 
Reporting to the Chief Investment Officer, the Director of Investment Operations is responsible for developing a strategic vision for the best-in-class operational infrastructure for a global, multi-asset-class portfolio. They are a critical part of the Investment Office's institutionalization. The individual should have a strong understanding of industry best practices in investment operations. They will manage performance and risk analysis, operational due diligence, fund data management, and the reporting and reconciliation of investment operations processes. This is a senior individual contributor role within a lean, flat investment office. 
</div><div>We are looking for someone we can count on to&hellip;</div><div>
Own:</div><ul>
<li>Delivering performance and risk reporting across the portfolio</li>
<li>Executing investment operations, including subscriptions, capital calls, and cash management</li>
<li>Managing document and data infrastructure for the portfolio</li>
<li>Coordinating the annual audit and tax process with NYPL&rsquo;s internal finance teams</li>
<li>Identifying, piloting, and operationalizing AI tools across Investment Office workflows</li>
<li>Serving as the point-person for the Investment Team across departments, including Finance, Technology, and Procurement</li>
<li>Managing relationships with external vendors and service providers</li>
</ul><div>Grow:</div><ul>
<li>Data capture and analytics on existing investments, including through AI-assisted tools and automation</li>
<li>Asset allocation review process</li>
<li>Understanding of operational risks within our portfolio</li>
</ul><div>Learn:</div><ul>
<li>The office&rsquo;s existing investment portfolio, systems, and workflows</li>
<li>The evolving landscape of AI and technology applications in institutional investment management</li>
</ul><div>Improve:</div><ul>
<li>Operations, investment infrastructure, and processes</li>
<li>The office&rsquo;s approach to data quality, system integration, and reporting efficiency</li>
</ul><div>Our expectations for this person are that within&hellip;</div><div>
1 month, this person will:</div><ul>
<li>Become familiar with our existing performance, risk, and document management systems</li>
<li>Understand our capital call and subscription processes</li>
<li>Build relationships with our external vendors and the internal Finance team</li>
</ul><div>3 months, this person will:</div><ul>
<li>Have familiarity with our existing portfolio and strategy</li>
<li>Make an initial assessment of the strengths and weaknesses of our current processes and systems</li>
<li>Participate in operational due diligence on pipeline managers and evaluate the strengths and weaknesses of their operational infrastructure</li>
</ul><div>6 months and beyond, this person will:</div><ul>
<li>Make recommendations for areas of process improvement &mdash; potentially via vendor changes, increased reporting, or areas for efficiency &mdash; and implement those recommendations</li>
<li>Take on full ownership of our operational due diligence process</li>
<li>Have full management and responsibility for all portfolio, risk, and document management systems</li>
</ul><div>Responsibilities</div><ul>
<li>Prepare monthly and quarterly performance reports for the CIO and Investment Committee, including portfolio attribution, risk metrics, and benchmark comparisons</li>
<li>Process capital calls, subscriptions, redemptions, and in-kind distributions, coordinating cash movements with the internal finance team</li>
<li>Prepare and manage subscription documents, side letters, and investment office contracts through execution</li>
<li>Oversee operational due diligence on prospective managers and ongoing monitoring of existing managers, tracking material changes to fund structure, personnel, or service providers</li>
<li>Manage the onboarding, implementation, and ongoing maintenance of portfolio management systems in coordination with internal technology and purchasing teams</li>
<li>Manage other related projects as directed by the Chief Investment Officer</li></ul> 
<h3 class="jobSectionHeader">
Required Education, Experience &amp; Skills</h3><div> 
Required Education and Certifications</div><ul><li>
Bachelor&rsquo;s Degree in Finance, Economics, Accounting, or a related field</li></ul><div>
Required Experience</div><ul><li>
7+ years of work experience in operations in an institutional investment office, endowment, foundation, OCIO, or fund administrator</li></ul><div>
Required Skills</div><ul>
<li>Detail-oriented with strong analytical and quantitative capabilities</li>
<li>Strong project management skills; able to manage multiple complex long and short-term projects in a dynamic, demanding environment</li>
<li>Solid understanding of investment strategies, asset classes, and financial markets</li>
<li>High degree of comfort with and interest in systems and applications relevant to investment operations, trading, reporting, and risk management</li>
<li>Self-motivated and directed, with the ability to work independently in a lean team environment</li>
</ul><div>Preferred Qualifications</div><ul>
<li>Experience with or demonstrated interest in applying AI tools to investment operations workflows &mdash; including data aggregation, reporting automation, or portfolio analytics &mdash; and an ability to evaluate emerging technologies for practical application in an institutional investment context</li>
<li>Familiarity with Dynamo, Solovis, and/or FactSet</li></ul> 
<h3 class="jobSectionHeader">
More...</h3><div> 
Other Compensation</div><div>
Bonus: This role includes a competitive annual performance-based bonus, commensurate with experience and both individual and organizational performance.</div><div></div><div> 

Core Values 
All team members are expected and encouraged to embody the NYPL Core Values:
</div><ul><li>Be Helpful to patrons and colleagues</li>
<li>Be Resourceful in solving problems</li>
<li>Be Curious in all aspects of your work</li>
<li>Be Welcoming and Inclusive
</li></ul><div>Work Environment</div><ul><li>
Office setting</li></ul><div>
Physical Duties</div><ul><li>
N/A</li></ul><div>
Pre-Placement Physical Required?
</div><ul><li>No</li></ul><div>
Union/Non Union</div><ul><li>
 Non-Union</li></ul><div>
FLSA Status</div><ul><li>
Exempt</li></ul><div>
Schedule</div><ul>
<li>Mon-Fri, 10am-6pm</li>
<li>This is a hybrid role - 3 days on-site; 2 days remote</li>
</ul><div>This job description represents the types and levels of responsibilities that will be required of the position and shall not be construed as a declaration of all of the specific duties and responsibilities for the role. Job duties may change if Library priorities change. Employees may be directed to perform job-related tasks other than those specifically presented in this description as needed. 
 
The New York Public Library Salary Statement
</div><div>
 
At the Library, we believe that pay transparency and pay equity are important to ensuring we source the best candidates and keep the best employees. When making a determination as to the appropriate salary for a candidate, we consider a variety of factors such, including, but not limited to, the position requirements, the skills, prior experience, and educational background required or preferred for the job, the scope and impact of the role within the organization, internal peer equity, and the candidate's specific training, experience, education level, and skills. No single factor is conclusive; the Library reserves the right to consider any and all relevant factors and make a decision consistent with its policies.</div><div></div><div> 
Union Salaries are determined by collective bargaining agreement(s).</div><h3 class="jobSectionHeader"> 
About The New York Public Library</h3><div>
The New York Public Library is a free provider of education and information for the people of New York and beyond. With 92 locations&mdash;including research and branch libraries&mdash;throughout the Bronx, Manhattan, and Staten Island, the Library offers free materials, computer access, classes, exhibitions, programming and more to everyone from toddlers to scholars, and has seen record numbers of attendance and circulation in recent years. The New York Public Library serves more than 18 million patrons who come through its doors annually and millions more around the globe who use its resources at www.nypl.org.</div></div>

Director of Investment Operations

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $130,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Preferred Qualifications:
Company Overview
TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore, and Tokyo. www.td.com
Department Overview
TD Securities Global Asset Servicing (GAS) is a diverse and dynamic group of individuals, whose varied talents and experiences enable us to provide critical infrastructure services that support and/or control the trading, investment, and corporate banking functions of TD Securities. We are committed to innovation with purpose, execution with excellence, and continually improving the employee value proposition. We foster a culture of diversity, inclusion, and community giving. Our dynamic team is divided into five main functional areas: Capital Markets, Financing Operations, Payment and Correspondent Banking Services, Business Services, and Change Delivery.
The GAS team partners with the front office and other groups globally to manage risk and deliver world class service to our global client base. The team provide operational support and control across the trade lifecycle. The team is heavily involved in new product initiatives and process improvements support the growing needs of the business. We take great pride in ensuring controls are continuously monitored and updated while focusing on exceeding customer expectations.
If you are industrious, collaborative, innovative, and enjoy visionary thinking, joining our team could be an ideal opportunity for you.
Global Asset Servicing &ndash; Corporate Actions Overview
<ul><li>Manage daily Corporate Action Events across multiple fixed income products.
</li><li>Familiarity with DTC, Euroclear and foreign depository clearance, settlements, and Asset Servicing.
</li><li>Knowledge of new bond issues, changes in terms and conditions to the indentures, details, and calculations of interest for P&amp;I, fixed and floating rate issues, bankruptcies, liquidations, defaults, consents, conversions, full and partial calls, and maturities.
</li><li>Responsible for processing Corporate Actions from trade date to settlement date including fails management over the complete event.
</li><li>Interact with operations groups globally to provide industry leading client service to external clients and internal stakeholders.
</li><li>Internal and external clients while developing relationships with colleagues across TDS Global Operations and Business Services.
</li></ul>The Global Asset Servicing Corporate Actions team is responsible for ensuring complete, accurate, and timely processing of all corporate actions as well as maintaining the multiple security masters (cross platform).
Primary Responsibilities :
<ul><li>Asset Servicing event creation in proprietary systems.
</li><li>Perform day-to-day processing and reconciliation of all Corporate Action Events.
</li><li>Identification, escalation, and resolution of corporate action issues understanding while working against critical deadlines.
</li><li>Processing ad-hoc bond conversion requests on 144A/REGS securities.
</li><li>Working with external brokers to process events on Repo / Stock Loan positions and settle claims.
</li><li>Respond to both internal and external inquiries expeditiously.
</li><li>Working in a dynamic environment; leverage expertise in key areas to deliver a superior work product.
</li><li>Partner with technology to development, implement and refine internal system and processes.
</li><li>Provide management feedback on custodian and vendor performance.
</li><li>Support direct manager in the delivery and monitoring of daily outputs and critical tasks.
</li><li>Efficiently maintain documentation for regulatory, compliance, and audit purposes.
</li><li>Drive new business initiatives and pursue automations in support of STP (straight through processing).
</li></ul>Qualifications:
<ul><li>5+ years&rsquo; experience in Asset Servicing Operations.
</li><li>Can collaborate with and encourage other team members in the pursuit of operational excellence.
</li><li>Possess excellent communication skills.
</li><li>Able to work in a fast-paced, deadline sensitive environment.
</li><li>Self-starter who is comfortable in a complex role interfacing with clients and internal teams.
</li></ul><ul><li>Strong knowledge of Excel (e.g., VLOOKUP, pivots, macros, etc.).
</li><li>Proven risk management skills, fostering a zero-tolerance policy for poor management practices.
</li><li>Broadridge NAPE experience is preferred
</li><li>Strong front-to-back ownership mentality
</li><li>Adept at multi-tasking skills with the ability to prioritize competing/conflicting priorities.
</li><li>Excellent analytical/problem solving skills while maintaining a sense of urgency.
</li><li>Understanding of industry best practices.
</li><li>Build strong relationships and work collaboratively within Global Operations and Business Services teams to support the growing needs of the business.
</li></ul><h3 class="jobSectionHeader">Inclusiveness
</h3>At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, creating an environment where every employee can reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Operations Analyst/Specialist II TDS coordinates and executes projects primarily focused on the continuous improvement of Operations and/or the attainment of organizational objectives. The Operations Analyst/Specialist II TDS assists Operations management in identifying opportunities for process improvements, analyzes options (including software, workflow changes, training needs, and procedure modification), and presents recommendations and implements change.
Depth &amp; Scope:
<ul><li>Performs more complex operational analysis within the Loss Analytics department
</li><li>Works independently and works with the Management team in making decisions on policy and procedure changes
</li><li>Develops recommendation and coordinates the implementation of new procedures
</li><li>Disseminates analyzed findings and makes recommendations to Management pertaining to system configurations and/or process changes
</li><li>Manages through to completion on assigned projects including identifying project requirements, gathering information, developing an approach, executing the project and ensuring communication occurs across functional areas
</li><li>Projects could involve standardization, conversion, productivity, service quality or other strategic issues or documentation related to these areas
</li><li>Leads capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Collects and analyzes pertinent information and data pertaining to fraud committed against TD Bank
</li><li>Conducts detailed statistical analysis involving fraud loss and check card data and correlate to Fraud Management applications/processes to determine department effectiveness
</li><li>Completes ad-hoc reporting and analysis requests from Management including data collection
</li><li>Considered a subject matter expert for Operations processes and acts as a resource for resolving technical or operational issues
</li><li>Conducts capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Identifies opportunities and presents solutions for process improvements, including streamlining functions, resolving processing problems and improving service quality
</li>Develops solutions in conjunction with work teams and management and then coordinates implementation 
<li>
</li></ul> 
Experience:
<ul><li>Bachelor's degree, or specialized training / equivalent work experience
</li><li>5+ years related experience
</li><li>Successful project management skills and ability to work independently
</li><li>Proven ability to relate technical solutions to operational issues
</li><li>Proven verbal and written communication skills
</li><li>Excellent in operating computer applications with specific focus on data retrieval and research including CMOD
</li><li>Solid understanding of data analysis techniques and methodology
</li><li>Proficient in Monarch, Access and Excel, proven knowledge of PowerPoint and Word
</li></ul>Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Operations Analyst, TDS Global Asset Servicing - Corporate Actions

WisdomTree

<div>
 WisdomTree is seeking an early-career
 
 AI Enablement Analyst
 
 to help scale practical AI adoption across the firm. This role is ideal for a recent graduate or candidate with 1+ years of experience who is highly fluent in modern AI tools and excited to help teams apply them in real business workflows.
 
 
 This person will support a mix of AI initiatives, including user training, prompt development, custom GPT and app creation, workflow support, automation, and experimentation with agent-based tools and platforms. The role will work across functions to identify use cases, help prototype solutions, document best practices, and support adoption of tools such as ChatGPT, Microsoft Copilot, Power Apps, Power Automate, Copilot Studio, and Azure AI / Microsoft Foundry-based solutions.
 
 
 This role is well suited for someone who is curious, adaptable, technically comfortable, and able to translate between business needs and emerging AI capabilities. The individual will support WisdomTree&rsquo;s growing AI program and work closely with the firm&rsquo;s AI Tech &amp; Operations leadership and the AI Solutions Analyst to help execute AI initiatives across training, workflow design, solution development, and user adoption.
 
 
 While the position has a primary emphasis on enablement, training, adoption, and business engagement, the individual will be cross-trained across solution-building activities and expected to contribute broadly across the team&rsquo;s AI initiatives.
 
 
 
 Success In This Role Would Be Achieved By
 
 
 
 <ul>
 <li>
 Support day-to-day AI enablement efforts across business teams
 </li>
 <li>
 Help design, test, and refine prompts, reusable workflows, and AI playbooks
 </li>
 <li>
 Assist with building and maintaining lightweight AI solutions, including custom GPTs, internal assistants, workflow prototypes, and Microsoft-based automations
 </li>
 <li>
 Partner with internal stakeholders to identify repetitive tasks and opportunities for AI-assisted automation and workflow improvement
 </li>
 <li>
 Help design and support AI-enabled workflows and lightweight business solutions using Microsoft tools such as Power Apps, Power Automate, Copilot Studio, and related platforms
 </li>
 <li>
 Create clear documentation, user guides, training materials, and best practices for AI tools and workflows
 </li>
 <li>
 Help deliver AI training sessions, office hours, demos, and role-specific support
 </li>
 <li>
 Gather user feedback and identify opportunities to improve adoption, usability, and impact
 </li>
 <li>
 Evaluate new AI tools and platforms and summarize findings for business users
 </li>
 <li>
 Assist with testing outputs, validating quality, and promoting responsible AI use
 </li>
 <li>
 Help evaluate AI outputs, workflows, and automations for quality, reliability, and business usefulness
 </li>
 <li>
 Help track AI requests, pilot activity, enhancement opportunities, and follow-up items across projects
 </li>
 <li>
 Support cross-functional AI projects from idea stage through pilot deployment
 </li>
 <li>
 Collaborate closely with the AI Solutions Analyst on solution design, rollout, testing, and user support
 </li>
 <li>
 Build familiarity over time with agent-based tools, Microsoft Azure / Microsoft Foundry environments, and internal AI solution design and development
 
 
 </li>
 </ul>
 
 Experience And Required Skill Set
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or equivalent practical experience
 </li>
 <li>
 Strong familiarity with widely used AI tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or similar platforms
 </li>
 <li>
 Familiarity with Microsoft productivity and automation tools, including Power Apps, Power Automate, Copilot, or similar platforms
 </li>
 <li>
 Clear interest in applied AI, workflow improvement, training, and business enablement
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Ability to explain technical concepts in simple, practical terms
 </li>
 <li>
 Comfort learning new platforms quickly in a fast-changing environment
 </li>
 <li>
 Strong organization, documentation, and follow-through
 </li>
 <li>
 Analytical mindset with good judgment and attention to detail
 
 
 </li>
 </ul>
 $70,000 - $85,000 a year
 
 
 
 Compensation For This Role
 
 
 
 <ul>
 <li>
 base salary range of $70,000 through $85,000.**
 </li>
 <li>
 annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree&rsquo;s policies and procedures, and subject to the terms and conditions of WisdomTree&rsquo;s equity plan.
 </li>
 <li>
 Base rate offered will be based on candidate&rsquo;s experience, qualifications, skillset and geographic location (to account for comparative cost of living).
 
 
 </li>
 </ul>
 
 Benefits For This Role
 
 
 
 WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
 
 
 <ul>
 <li>
 medical, dental and vision coverage with multiple plan options;
 </li>
 <li>
 health savings and flexible spending accounts;
 </li>
 <li>
 employer-paid life, disability and business travel insurance;
 </li>
 <li>
 401(k) plan with company match;
 </li>
 <li>
 flexible paid time off;
 </li>
 <li>
 educational reimbursement programs;
 </li>
 <li>
 wellness and fitness activities;
 </li>
 <li>
 paid parental leave; and
 </li>
 <li>
 volunteer time off
 
 
 </li>
 </ul>
 All such benefits are subject to the terms and conditions of WisdomTree&rsquo;s benefits plans and policies.
 
 
 
 About Us
 
 
 
 W isdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect&trade;, blockchain-native digital wallet, WisdomTree Prime&reg;*, and have expanded into private markets through the acquisition of Ceres Partners&rsquo; U.S. farmland platform.
 
 
 <ul>
 <li>
 The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com , the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information.
 
 
 </li>
 </ul>
 
 Work Smart
 
 
 
 Headquartered in New York City, WisdomTree embraces a &ldquo;Work Smart&rdquo; philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.
 
 
 
 Mission, Vision &amp; Values
 
 
 
 WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team . We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
 
 
 Learn more at https://www.wisdomtree.com
 
 
 WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
</div>

AI Enablement Analyst

<div>JOB DESCRIPTION 
The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
Job responsibilities:<ul><li>
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team&rsquo;s research process.</li><li>
Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
</li><li>Perform independent fundamental analysis of a company&rsquo;s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company&rsquo;s business model.</li><li>
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
</li><li>Maintain written and verbal communication with the Portfolio Manager.
</li><li>Collaborate on investment theses and monitor against company updates.</li><li>
Utilize valuation techniques to estimate firm value.</li></ul>
Required qualifications, skills and competencies;
<ul><li>Bachelor Degree</li><li>
4+ years experience.</li><li>
Generalist
</li><li>Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.</li><li>
Requires independent thinking and the ability to perform research with limited oversight.</li><li>
Must possess strong interpersonal skills and be a team player.
</li></ul>Preferred qualifications, skills and competencies;
<ul><li>Preferably a degree with a concentration in economics, finance, and/or CFA designation.
</li><li>Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.</li></ul>
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 
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 - Value Advantage Equity Research Analyst - Vice President

Explore 506+ Global cash equities institutional equity sales analyst in New York this May. Find roles across top companies and apply now to boost your career.