analyst, investment banking - consumer Jobs in New York

analyst, investment banking - consumer

analyst/associate, macro risk management,treasury Jobs in New York

analyst/associate, macro risk management,treasury

asset management investment platform - data scientist associate Jobs in New York

asset management investment platform - data scientist associate

associate attorney ( insurance transactional + regulatory practice) Jobs in New York

associate attorney ( insurance transactional + regulatory practice)

associate director, private equity due diligence insights & analysis Jobs in New York

associate director, private equity due diligence insights & analysis

investment banking associate

Jefferies

<div>
 
 Jefferies is a global investment banking firm that has served companies and investors for over 60 years. Headquartered in New York, with offices in more than 30 cities worldwide, Jefferies provides clients with comprehensive capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm offers a full range of investment banking services, including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory solutions across the Americas, Europe, and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company.
 
 
 
 
 
 
 Group Description:
 
 
 
 The
 
 Latin America Coverage Group
 
 within Jefferies Investment Banking delivers a full suite of advisory and capital markets capabilities to clients across diverse sectors in Latin America. Our team partners with leading corporations, financial sponsors, and institutional investors to execute complex transactions in a region experiencing dynamic economic growth and increasing global integration. We specialize in cross-border M&amp;A, equity and debt capital markets, and strategic advisory services, leveraging Jefferies&rsquo; global platform to provide tailored solutions for clients operating in or expanding into Latin America.
 
 
 
 
 
 
 About the Role:
 
 
 
 We are seeking an experienced
 
 Investment Banking Analyst/Associate
 
 to join our Latin America Coverage team in New York. This role offers a unique opportunity to work closely with senior bankers, including the Head of the LatAm Group and Managing Directors, on high-profile transactions across multiple industries such as Technology, Healthcare, and Industrials. The successful candidate will gain exposure to significant M&amp;A, equity, and debt deal activity and will have the opportunity to develop into a calling officer, building long-term client relationships with private and public companies throughout the region.
 
 
 
 Primary Responsibilities
 
 
 <ul>
 <li>
 Lead the execution of equity and debt financings, M&amp;A, and restructuring/recapitalization transactions.
 </li>
 <li>
 Perform detailed financial analyses, including valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable company analyses.
 </li>
 <li>
 Prepare client-facing materials such as pitch books, offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses.
 </li>
 <li>
 Conduct due diligence and analyze corporate and financial information to support transaction execution.
 </li>
 <li>
 Develop and maintain client relationships through active involvement in deal execution and strategic pitching.
 </li>
 <li>
 Collaborate on mandates for Latin American clients where language skills and cultural understanding are critical.
 </li>
 <li>
 Engage directly with senior executive management teams of client organizations.
 </li>
 </ul>
 
 
 
 
 
 Required Qualifications
 
 
 <ul>
 <li>
 Native Spanish fluency.
 </li>
 <li>
 Strong familiarity with the business and capital markets environment in Latin America.
 </li>
 <li>
 Undergraduate degree with 1&ndash;3 years of investment banking experience.
 </li>
 <li>
 Proficiency in financial modeling and structuring for cross-border M&amp;A transactions, as well as debt and equity capital markets offerings.
 </li>
 <li>
 Ability to work effectively on multicultural and multilingual projects.
 </li>
 <li>
 Currently based in New York or willing to relocate.
 </li>
 </ul>
 
 
 
 
 
 Desired Skills &amp; Experience
 
 
 <ul>
 <li>
 Advanced financial modeling, financial statement analysis, and accounting knowledge.
 </li>
 <li>
 Exceptional written and verbal communication skills.
 </li>
 <li>
 Highly detail-oriented with strong critical thinking and problem-solving abilities.
 </li>
 <li>
 Ability to manage multiple transactions and projects simultaneously.
 </li>
 <li>
 Resourceful, self-motivated, and capable of working independently.
 </li>
 <li>
 Proven team player with leadership potential.
 </li>
 </ul>
 
 
</div>

Investment Banking Analyst/Associate | Latin America Coverage

JPMorganChase

<div>JOB DESCRIPTION 
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 
</div><div></div> 
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</div><div> 
 
</div><div>Job responsibilities</div><div>
<ul><li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li>
<li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li>
<li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li>
<li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li>
<li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li>
<li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li>
<li>Maintain and foster team culture
</li></ul></div><div>Required qualifications, capabilities, and skills</div><div>
<ul><li>A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment</li>
<li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li>
<li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment</li>
</ul></div><div> 
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div>
 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div>
 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</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 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown

Whiteace Healthcare uk

About the CompanyDLA Piper is one of the largest and most respected law firms globally, with over 4,000 attorneys across 40+ countries. The firm provides full-service counsel to Fortune 500s, institutional investors, and startups alike. The Structured Finance group advises on high-profile securitizations, asset-based lending, and complex capital markets structures. As a private, partner-led firm, DLA does not take external funding and operates on a long-term, client-first model.Roles and Responsibilities:<ul><li>Advise clients on asset-backed securities, securitization transactions, and structured finance instruments</li><li>Draft and negotiate key transaction documents including indentures, purchase agreements, and servicing agreements</li><li>Manage deal timelines from structuring through closing</li><li>Conduct legal due diligence and assist with regulatory compliance reviews</li><li>Support cross-functional teams and collaborate with capital markets and banking attorneys</li><li>Interface directly with clients, rating agencies, and underwriters</li><li>Stay current on industry trends, legal developments, and deal structures</li></ul>Job Requirements:<ul><li>JD from an ABA-accredited law school</li><li>Admitted to practice in NY, CA, MA, or PA (depending on office)</li><li>3&ndash;6 years of experience in structured finance, securitization, or asset-based lending</li><li>Experience representing issuers, underwriters, or loan originators in public and private ABS offerings</li><li>Deep knowledge of UCC, securities regulations, and financial transactions</li><li>Excellent research, drafting, and organizational skills</li><li>Ability to manage multiple deals simultaneously and meet deadlines</li><li>Prior experience at an AmLaw 100 firm &ndash; preferred</li><li>Background in CLOs, CMBS, or marketplace lending &ndash; preferred</li><li>Exposure to cross-border finance or fintech transactions &ndash; preferred</li></ul>Job Type: Full-timePay: $260,000.00 - $390,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dependent care reimbursement</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>what is your visa type?</li></ul>Location:<ul><li>New York, NY 10020 (Preferred)</li></ul>Work Location: Hybrid remote in New York, NY 10020

Structured Finance Associate

Gullia Filing

About the CompanyDLA Piper is a top 10 global law firm, operating in more than 40 countries with 90+ offices worldwide. The firm advises a wide range of private equity firms, strategic buyers, and global corporations on complex M&amp;A matters. DLA Piper&rsquo;s private equity team handles high-profile, cross-border transactions in fast-paced deal environments. As a law firm, DLA Piper is not venture-backed and operates on a global partner equity model.Roles and Responsibilities:<ul><li>Lead and support private equity and M&amp;A transactions for strategic buyers and PE clients</li><li>Draft and negotiate a wide range of agreements including purchase agreements, investment documents, and disclosure schedules</li><li>Manage closings and supervise junior associates and paralegals</li><li>Advise clients on legal and regulatory issues related to deal execution</li><li>Coordinate with internal teams (tax, finance, regulatory) to ensure smooth transactions</li><li>Participate in firm development initiatives and mentoring programs</li></ul>Job Requirements:<ul><li>JD from an accredited law school</li><li>Licensed to practice in the state of the office (NY, GA, TX, IL)</li><li>4&ndash;7 years of experience in Private Equity or M&amp;A transactions at a top-tier law firm</li><li>Experience handling end-to-end deal cycles and client management</li><li>Strong written, verbal, and interpersonal communication skills</li><li>Prior AmLaw 100 firm experience preferred</li><li>Cross-border deal experience preferred</li><li>Superior academic performance preferred</li></ul>Job Type: Full-timePay: $310,000.00 - $420,000.00 per yearBenefits:<ul><li>401(k)</li><li>Adoption assistance</li><li>Health insurance</li><li>Military leave</li><li>Paid jury duty</li><li>Paid parental leave</li><li>Parental leave</li></ul>Application Question(s):<ul><li>Must be a U.S. citizen or a permanent resident (green card holder).</li></ul>what is your visa type?Location:<ul><li>New York, NY 10020 (Preferred)</li></ul>Work Location: In person

Private Equity Associate

Phaxis

<div>
 
 
 
 
 
 
 
 Overview
 
 
 This role sits within a busy Capital Markets operations environment and supports day-to-day settlement activity across a broad derivatives portfolio. The Associate will work closely with trading, middle office, and global affiliate teams to ensure accurate and timely completion of settlement obligations for transactions booked in the U.S., Europe, and Asia.
 
 
 
 Products Covered
 
 
 FX, OTC derivatives, cleared derivatives, margin activity, and short-term USD/CAD funding products. The position reports to a senior leader within the Derivatives Settlements function.
 
 
 
 About the Team
 
 
 The broader Derivatives Operations group supports Capital Markets activity through several specialized areas, including trade support, confirmations, settlements, margin operations, and client service. The Settlements team oversees both pre- and post-settlement workflows, monitors daily exposure, and aligns processes with evolving industry guidelines and regulatory expectations. The group is also advancing its risk-control framework and contributing to ongoing technology enhancements.
 
 
 This position is primarily based in the Westchester County, NY area.
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 
 Validate and affirm settlement details ahead of payment execution
 
 </li>
 <li>
 
 Produce metrics, dashboards, and other transparency-focused reporting
 
 </li>
 <li>
 
 Support process and control enhancements, including planning and rollout of operational improvements
 
 </li>
 <li>
 
 Identify, escalate, and mitigate settlement-related operational risks
 
 </li>
 <li>
 
 Investigate and resolve settlement breaks or payment discrepancies
 
 </li>
 <li>
 
 Participate in cross-training initiatives across different derivative operations teams
 
 </li>
 </ul>
 
 
 Qualifications
 
 
 <ul>
 <li>
 
 Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field
 
 </li>
 <li>
 
 5&ndash;10 years of experience in derivatives operations; settlements background strongly preferred
 
 </li>
 <li>
 
 Prior exposure to settlement investigations and/or SWIFT messaging is beneficial
 
 </li>
 <li>
 
 Strong attention to detail, analytical mindset, collaborative approach, and ability to manage multiple priorities in a fast-moving environment
 
 </li>
 </ul>
</div>

Settlements Associate - Capital Markets

<div>
 
 Job Description
 
 
 
 We are looking for associate level equity exotics trader. You will be responsible for engaging in market making and risk management of equity exotic derivatives. Our business is client focused, non-proprietary trading. You will need to have a good relationship with the across functions and regions.
 
 
 
 Job Summary
 
 
 
 As an associate within the equity exotics trading team, you will be focused on our client business; Retail distributors of securitized structured products, and Institutional clients who trade in light exotic products and dispersion strategies. You will be responsible for engaging in market making and risk management of equity exotic derivatives. Our business is client focused, non-proprietary trading. You will need to have a good relationship with the across functions and regions.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Reporting of risk and PnL
 </li>
 <li>
 Maintaining secondary markets
 </li>
 <li>
 Automating BAU operational processes
 </li>
 <li>
 Hedging of first and second order risks
 </li>
 <li>
 Pricing tie out of light exotics and retail franchise
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Bachelors degree in Engineering or Mathematics, or training in relevant field
 </li>
 <li>
 1+ years of Trading experience
 </li>
 <li>
 Proficiency in Python and ability to automate processes and controls
 </li>
 <li>
 Emotional and social maturity to build consensus and drive the business forward
 </li>
 <li>
 Ability to succeed in a demanding, dynamic, and fast-paced environment
 </li>
 <li>
 Willingness to learn and drive to constantly improve
 </li>
 <li>
 Quantitative rigor and front to back ownership of responsibilities
 
 
 </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>

Equity Exotics Trading - Associate

Lead Edge Capital

<div>
 
 The Firm
 
 
 
 Lead Edge Capital is a $5 billion growth equity firm backing software, internet, and tech-enabled businesses around the world. Since 2011, we&rsquo;ve partnered with over 100 companies, including Alibaba, Asana, Toast, Duo Security, Wise, and Benchling, and have seen more than 60 successful exits. We look for companies where our network can make a difference, and where speed, access, and execution matter. We&rsquo;re powered by a global network of 700+ operators, executives, and entrepreneurs who do more than commit capital. They help our companies hire, grow, and win. Lead Edge has offices in New York, London, and Santa Barbara.
 
 
 
 Overview
 
 
 
 An Investment Associate will be given a significant level of responsibility and operate as a member of a lean team to execute all aspects of the investment process, including analyzing, structuring, monitoring, and exiting investments. You will have a high level of exposure to the firm&rsquo;s senior investment professionals and will have a unique opportunity to learn from an experienced technology investment team with a proven track record and significant domain expertise.
 
 
 
 Duties And Responsibilities
 
 
 
 This Investment Associate will work as a key member of our investment team, primarily responsible for evaluating interesting investments for our fund. Your main roles and responsibilities are outlined below.
 
 
 <ul>
 <li>
 Investment Diligence &ndash; As exciting opportunities are surfaced; you will become part of a deal team responsible for a full evaluation of the deal. Your primary responsibility will be getting to the right answer quickly, prioritizing the key qualitative and quantitative questions to inform the deal team&rsquo;s go/no-go decision. As the deal team moves into the later stages of a process, you will work to create detailed operating models, retention and waterfall analysis, investment committee materials, and post-close value creation plans.
 </li>
 <li>
 Portfolio Company Support &ndash; Following the close of a deal, you will support the Lead Edge Partner on the deal by becoming a trusted advisor to management, participating in board activities and strategic projects as needed. These activities often include the hiring of key executives, reporting and board material creation, strategic customer introductions through the LEC network, and financial plan setting.
 </li>
 <li>
 Research &ndash; You will play a critical role in the investment and idea generation process at Lead Edge. You will develop thoughtful views on areas of thematic interest through outside-in-market work (expert network calls, market mapping, synthesizing industry research) and direct conversations with entrepreneurs. Occasional travel may be involved as you attend conferences or in-person meetings with prospective management teams.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 2-3 years of work experience in investment banking and/or growth equity and private equity
 </li>
 <li>
 Demonstrated interest in working in or around the technology industry
 </li>
 <li>
 Proficient with the Microsoft Office Suite
 </li>
 <li>
 Familiar with CRM tools such as Salesforce
 </li>
 <li>
 Able to produce internal deliverables such as investment memos/presentations
 </li>
 <li>
 Mastery of financial modeling and detailed KPI analysis
 </li>
 <li>
 Demonstrated interest in entrepreneurship and venture capital/growth equity
 </li>
 <li>
 Team-first orientation with the ability to contribute to firm culture
 </li>
 <li>
 This is an in-person role based in New York City. Applicants must be in or willing to relocate to the New York area
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 <ul>
 <li>
 The budgeted base salary range is $125,000-$160,000. Total compensation will include base salary and performance-based bonus. Total package will be commensurate with qualifications and experience and will be highly competitive relative to market. Actual pay will be adjusted based on experience.
 </li>
 </ul>
</div>

Associate

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