administrative assistant - investment banking and capital markets

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account executive, real estate Jobs in New York

account executive, real estate

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

investment banker

Career Launch AI

<div><h2 class="jobSectionHeader">Investment Banking Analyst (Full-Time / Internship)</h2>
Career Launch AI (Talent Platform &amp; Staffing Partner) 
Location: New York, NY, United States (Hybrid) 
Employment Type: Full-Time or Internship 
Experience Level: Entry-Level to Early Career<h2 class="jobSectionHeader">
About Career Launch AI</h2>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.
By applying, candidates are considered not only for this role, but for 120+ active opportunities within our partner network.<h2 class="jobSectionHeader">
Role Overview</h2>
We are seeking motivated and detail-oriented candidates for an Investment Banking Analyst role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Build and maintain financial models for valuation and investment analysis</li><li>
Support deal sourcing and pipeline management to track opportunities</li><li>
Conduct market research and industry analysis to identify trends</li><li>
Assist in due diligence processes and transaction execution</li><li>
Prepare pitch books, presentations, and client materials</li><li>
Analyze financial statements and performance metrics</li><li>
Collaborate with internal teams and external stakeholders</li><li>
Track and report on KPIs and deal progress</li><li>
Maintain compliance with relevant financial regulations and internal policies</li></ul><h2 class="jobSectionHeader">
Required Qualifications</h2><ul><li>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</li><li>
Strong understanding of financial modeling, valuation, and accounting principles</li><li>
Proficiency in Excel and PowerPoint</li><li>
Strong analytical and problem-solving skills</li><li>
Excellent written and verbal communication abilities</li><li>
Ability to manage multiple priorities in a fast-paced environment</li></ul><h2 class="jobSectionHeader">
Preferred Qualifications</h2><ul><li>
Prior internship or experience in investment banking, consulting, or finance</li><li>
Familiarity with DCF, comparable company analysis, and transaction modeling</li><li>
Experience supporting client-facing presentations</li><li>
Interest in capital markets, M&amp;A, or private investments</li></ul><h2 class="jobSectionHeader">
Compensation &amp; Benefits</h2><ul><li>
Competitive base salary (varies by placement and experience)</li><li>
Performance-based incentives (where applicable)</li><li>
Hybrid work flexibility (role-dependent)</li><li>
Professional development and training opportunities</li></ul><h2 class="jobSectionHeader">
Work Environment</h2><ul><li>
Hybrid work model (New York-based roles may require in-office presence)</li><li>
Fast-paced, performance-driven environment</li><li>
Collaborative, team-oriented culture</li></ul><h2 class="jobSectionHeader">
Equal Opportunity Statement</h2>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.<h2 class="jobSectionHeader">
Important Transparency Notice</h2>
Career Launch AI operates as a staffing and talent placement platform. 
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.<h2 class="jobSectionHeader">
How to Apply</h2>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.
#Workwolf</div>

Investment Banker

JPMorganChase

<div>JOB DESCRIPTION 
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. 
 
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. 
 
Job responsibilities</div><div>
<ul><li>Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.</li>
<li>Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
</li><li>Engage in clear, polite, consultative communication to understand and help clients, building trust &ndash; ask questions and listen to understand, anticipate their needs.
</li><li>Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.</li>
<li>Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
</li><li>Adhere to policies, procedures, and regulatory banking requirements.</li>
</ul></div><div>Required qualifications, capabilities, and skills</div><div>
<ul><li>1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
</li><li>Ability to create memorable experiences for our clients &ndash; elevate the client experience.
</li><li>Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing consistent client experience.
</li><li>Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.</li>
<li>High school degree, GED, or foreign equivalent.</li>
<li>The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC&rsquo;s licensing program within 180 days of hire, study materials and support provided.
</li><li>Ability to work branch hours including weekends and some evenings.</li>
</ul></div><div>Preferred qualifications, capabilities, and skills</div><div>
<ul><li>College degree or military equivalent.
</li><li>Experience adhering to banking policies, procedures, and regulatory requirements.</li>
</ul></div><div>Dodd Frank/Truth in Lending Act 
 
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 
 
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 
 
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default</div>
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 
 
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>

Relationship Banker - Broadway and 96th St. - New York, NY

Oppenheimer Holdings

<div>Who We Are:
Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory &amp; Restructuring, Debt Private Placements and Fund Placement &amp; Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients &ndash; high growth, entrepreneurial, middle market companies.
Position available for immediate hire.
Job Description
Our Healthcare M&amp;A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&amp;A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector.
Responsibilities:
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Coordinate and perform business due diligence and execute M&amp;A transactions</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Support new business and marketing initiatives as appropriate</li>
<li>Assessing industry research and trends</li>
<li>Training and mentoring Analysts on the team</li>
</ul>
Qualifications:
<ul><li>Experience in M&amp;A investment banking, preferably Healthcare focused</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Demonstrated aptitude for quantitative and qualitative analysis</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product</li>
<li>High degree of maturity, integrity, demonstrated leadership skills and work ethic</li>
<li>Organized and proactive</li>
<li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>SIE, Series 63, 79 FINRA registrations required at the time of hiring or shortly thereafter</li>
</ul>
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</div>

Investment Banking Healthcare M&A Associate

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York
Cain Brothers
We advise the interconnected healthcare industry with a holistic viewpoint, unrivaled expertise, and innovative strategic and financial solutions. We offer a comprehensive range of investment banking services to meet the M&amp;A, capital raising and strategic needs of our clients. We focus on corporate and not-for-profit healthcare, have a deep understanding of all key sectors, long-term relationships with leaders of all key constituencies, and experienced senior bankers.
Position Overview
Associates provide day-to-day execution of investment banking mandates (merger &amp; acquisitions, capital raising and strategic advisory assignments) as well as support sector coverage and business development. Our bankers are engaged in industry verticals, including providers / services, payers, information technology, and life sciences / medtech.
Qualifications<ul><li>
Three years of relevant experience in healthcare investment banking</li><li>
Experience in managing and training junior investment bankers</li><li>
Strong educational background</li><li>
Excellent business writing and financial analysis skills</li><li>
Proven ability to work well in a fast-paced team environment</li><li>
Outstanding work ethic</li><li>
Must be willing to travel when necessary</li><li>
Series 79 and 63 licenses preferred</li></ul>
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 06/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

Cain Brothers - M&A Investment Banking Associate, Healthcare

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
Administration
Pay Detail:
$95,000 - $110,000 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:
We are looking for an Executive Assistant to join our Industrials coverage team in our Investment Banking practice in New York. The Executive Assistant will provide dedicated support for Managing Directors, Directors and VPs within the team.
Depth &amp; Scope:
<ul><li>Support multiple VPs, Directors and Managing Directors within the team with calendar management, expense reporting and travel coordination
</li><li>Qualified administrative support performs multiple tasks and/or works on varied assignments with limited complexity
</li><li>Typically has interaction with internal customers / partners
</li><li>Completes work with limited degree of supervision, has some autonomy to make decisions within well-defined parameters, refers unusual items
</li><li>Role may also be involved with the administration of sensitive and/or confidential material requiring discretion
</li><li>Requires proficiency gained through job related training to perform a range of duties, and has working level knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions
</li></ul>Education &amp; Experience:
<ul><li>Post-Secondary education
</li><li>2+ years of experience
</li></ul>Customer Accountabilities:
<ul><li>Provides a high level of administrative support ensuring quality service and professionalism at every interaction
</li><li>Acts as the point of contact among executives, employees, clients and other external partners
</li><li>Manages information flow in a timely and accurate manner
</li><li>Maintains executives' schedules by planning and scheduling meetings, conferences, teleconferences, and travel
</li><li>Manages expenses and prepares weekly, monthly or quarterly reports
</li><li>Formats information for internal and external communication &ndash; memos, emails, presentations, reports
</li><li>Takes minutes during meetings
</li><li>Screens and directs phone calls and distribute correspondence
</li><li>Supports broader team may manage office supply inventory, equipment, and other processes as required
</li></ul>Shareholder Accountabilities:
<ul><li>Prioritizes and manages own workload to meet SLA requirements for service and productivity
</li><li>Consistently exercises discretion in managing correspondence
</li><li>Understands and applies operating policies and procedures
</li><li>Ensures documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
</li><li>Escalates non-standard or high-risk activities as necessary
</li><li>Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
</li><li>Ensures necessary due diligence to support the accuracy of all activities
</li><li>Is knowledgeable of and complies with Bank Code of Conduct
</li></ul>Employee/Team Accountabilities:
<ul><li>Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
</li><li>Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit
</li><li>Participates in personal performance management and development activities, including cross training within own team
</li><li>Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
</li><li>Contributes to a fair, positive and equitable environment that supports a diverse workforce
</li><li>Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
</li></ul>Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
<ul><li>Domestic Travel &ndash; Occasional
</li><li>International Travel &ndash; Never
</li><li>Performing sedentary work &ndash; Continuous
</li><li>Performing multiple tasks &ndash; Continuous
</li><li>Operating standard office equipment - Continuous
</li><li>Responding quickly to sounds &ndash; Occasional
</li><li>Sitting &ndash; Continuous
</li><li>Standing &ndash; Occasional
</li><li>Walking &ndash; Occasional
</li><li>Moving safely in confined spaces &ndash; Occasional
</li><li>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</li><li>Lifting/Carrying (over 25 lbs.) &ndash; Never
</li><li>Squatting &ndash; Occasional
</li><li>Bending &ndash; Occasional
</li><li>Kneeling &ndash; Never
</li><li>Crawling &ndash; Never
</li><li>Climbing &ndash; Never
</li><li>Reaching overhead &ndash; Never
</li><li>Reaching forward &ndash; Occasional
</li><li>Pushing &ndash; Never
</li><li>Pulling &ndash; Never
</li><li>Twisting &ndash; Never
</li><li>Concentrating for long periods of time &ndash; Continuous
</li><li>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</li><li>Reading, writing and comprehending instructions &ndash; Continuous
</li><li>Adding, subtracting, multiplying and dividing &ndash; Continuous
</li></ul>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
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>

Executive Assistant - Investment Banking, Industrials

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
 
 
 We are currently seeking an experienced Analyst to join our Healthcare Life Sciences financial advisory practice in New York City.
 
 
 Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.
 
 
 
 Primary Responsibilities:
 
 
 
 <ul>
 <li>
 Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public &amp; private valuation analysis for major corporations
 </li>
 <li>
 Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
 </li>
 <li>
 Builds and applies valuation models based on financial research &amp; analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
 </li>
 <li>
 Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
 </li>
 <li>
 Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
 </li>
 <li>
 Gathers and processes market share data and shareholder and investor profile
 
 
 </li>
 </ul>
 
 Required Skills &amp; Experience:
 
 
 
 <ul>
 <li>
 Results driven and able to perform well under pressure and against tight deadlines
 </li>
 <li>
 Strong analytical and numerical skills that put you at ease with financial data
 </li>
 <li>
 Proven team player who is able to effectively interact with a wide variety of internal groups and clients
 </li>
 <li>
 Strong multi-tasking skills
 </li>
 <li>
 Strong Microsoft Office suite (Excel a must) and financial reporting skills
 
 
 </li>
 </ul>
 
 Education:
 
 
 
 <ul>
 <li>
 Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
 
 
 </li>
 </ul>
 
 Expected Salary Range
 
 : $110,000-$135,000 USD
 
 
 
 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, Life Sciences - New York

<div>JOB DESCRIPTION 
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities<ul>
<li>Conduct investment reviews with clients to validate the clients&rsquo; current investment objectives and prepare recommendations of appropriate investment products
</li><li>Develop investment policy statements and advise on asset allocation</li>
<li>Closes sales of complex investment products</li>
<li>Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication</li>
<li>Build excellent working relationships with internal clients</li>
<li>Adhere to internal and external policies and procedures regarding securities transactions and code of conduct</li>
<li>Provide guidance to junior staff</li></ul>
Required Qualifications, Capabilities, Skills<ul>
<li>Bachelor&rsquo;s degree required; MBA or CFA preferred
</li><li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
</li><li>Ten plus years&rsquo; experience in Private Banking or Financial Services industry
</li><li>Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning</li></ul>
Preferred Qualifications, Capabilities, Skills<ul>
<li>Extensive experience providing complex investment solutions to individuals</li>
<li>In depth experience and/or knowledge of hedge funds, private equity and alternative investments</li>
<li>Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity</li>
<li>Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
</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 
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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>

U.S. Private Bank - Investment Specialist - Vice President/Executive Director

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