finance analyst

financial analyst

intern, financial planning & analysis Jobs in New York

intern, financial planning & analysis

project manager

administrative manager

investment manager

Jellyfish

<div><p>At Jellyfish we believe that our individual differences are our greatest assets. We are passionate about empowering every employee to reach their full potential and contribute their unique perspectives to our collaborative environment. We are an equal opportunity employer and firmly believe that a diverse and inclusive workforce drives innovation and leads to better solutions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal characteristics that make them who they are.</p><p></p><p>
Jellyfish is a global digital marketing agency; a unique fusion of tech enthusiasts, creative minds, and media and data experts all united to empower our clients along their digital journey. Our commitment to embracing diverse perspectives fuels our innovation and strategies that challenge the status quo, reinvent media activation, and craft influential stories for our global clients and their customers. Join us in shaping a future where business growth and personal fulfilment go hand in hand.</p><p></p><p><b>
Job Description</b></p><p>
The Senior Direct Investment Manager is a hands-on, strategic role responsible for the execution, performance, and growth of Direct Buys and Affiliate Partnerships for our client in the insurance industry. Acting as both operator and integrator, this individual ensures campaigns are effectively planned, executed, and optimized to drive measurable business outcomes in a highly regulated financial services environment.</p><p></p><p>
This role plays a critical part in building and managing relationships with premium publishers, (d)OOH vendors, and a diverse network of affiliate partners (such as NerdWallet and Forbes). Working seamlessly across a dual-stack tracking ecosystem (Impact and Everflow) and in close partnership with internal strategy, planning, and paid media teams, this person ensures cohesive execution and strong performance across all direct investment channels. You will Collaborate with Media Strategy, Planning, Paid Media, Analytics, and Client teams.</p><p></p><p>
This role is ideal for someone who thrives in fast-paced environments, understands the technical nuances of long-cycle lead generation, acts as a strict gatekeeper for audience quality, and brings a proactive, ownership-driven mindset.</p><p></p><p>
This is a hybrid position based out of our NYC office. The salary range for the role is between $85,000-110,000 USD, annually and final offer is dependent on experience.</p><p></p><p><b>
Responsibilities</b></p><p><b>
Leadership &amp; Accountability</b></p><ul><li><p>
Own performance across direct media and affiliate partnerships, serving as the primary point of accountability.</p></li><li><p>
Translate complex strategies into clear, actionable plans for clients and internal teams.</p></li><li><p>
Define KPIs and measurement frameworks to track and improve performance across a delayed underwriting/conversion cycle.</p></li><li><p>
Operate independently, making informed decisions and driving outcomes with minimal oversight.</p></li></ul><p></p><p><b>
Partner Strategy, Vetting &amp; Growth</b></p><ul><li><p>
Manage and grow key affiliate and publisher partnerships (e.g., NerdWallet, Forbes), leveraging both Impact (for content creators) and Everflow (for lead aggregators).</p></li><li><p>
Act as a strategic audience gatekeeper, ensuring all onboarded partners align strictly with our core demographic profiles (e.g., middle-class households, family decision-makers, and grandmothers) rather than generic traffic.</p></li><li><p>
Proactively source, evaluate, and onboard new partners to unlock incremental growth while maintaining strict brand safety.</p></li><li><p>
Lead or support partner negotiations, contracting, and commercial structuring to protect media efficiency.</p></li><li><p>
Stay ahead of industry trends and bring forward new ideas across Premium Publishers (including CTV) and (d)OOH.</p></li></ul><p></p><p><b>
Campaign Execution, Compliance &amp; Optimization</b></p><ul><li><p>
Own end-to-end campaign execution, from setup through ongoing optimization.</p></li><li><p>
Oversee complex tracking infrastructure, ensuring accurate tracking of delayed offline conversions, Server-to-Server (S2S) routing, and postback mechanics.</p></li><li><p>
Enforce strict regulatory compliance, auditing partner content to ensure adherence to approved life insurance claims, disclosures, and pricing.</p></li><li><p>
Monitor performance closely, identifying opportunities to improve lead quality (CPQL) and scale.</p></li><li><p>
Manage budget pacing and ensure alignment with client goals.</p></li></ul><p></p><p><b>
Cross-Functional Collaboration</b></p><ul><li><p>
Partner closely with media strategy, planning, paid media, and analytics teams to share insights on publisher quality and backend lead validity.</p></li><li><p>
Ensure alignment across teams to drive cohesive execution and maximize impact.</p></li></ul><p></p><p><b>
Client Leadership</b></p><ul><li><p>
Serve as a senior, client-facing lead for direct investment and partnership strategies.</p></li><li><p>
Lead client meetings, clearly communicating performance, technical stack recommendations, and insights.</p></li><li><p>
Deliver clear, data-driven reporting with actionable insights, translating complex affiliate data into executive summaries.</p></li></ul><p></p><p><b>
Success Measures</b></p><ul><li><p><b>
Performance Efficiency:</b> Achieve or exceed client spend and performance targets across direct buys and affiliate networks, ensuring budget pacing aligns with client objectives.</p></li><li><p><b>
Operational &amp; Technical Excellence:</b> Maintain clean tracking and reporting across the Everflow and Impact platforms, successfully managing the integration of offline/delayed conversion data.</p></li><li><p><b>
Compliance &amp; Brand Safety:</b> Ensure zero regulatory breaches by maintaining strict oversight of publisher messaging and audience alignment.</p></li><li><p><b>
Client Satisfaction &amp; Retention:</b> Drive proactive performance insights, ensuring high client confidence in direct media strategies.</p></li></ul><p></p><p><b>
Qualifications</b></p><ul><li><p>
3+ years of experience in media strategy, planning, and execution, particularly in large-scale, multi-market campaigns.</p></li><li><p>
Proven track record of managing enterprise affiliate partnerships (such as NerdWallet and Forbes).</p></li><li><p>
Hands-on experience navigating complex or dual-stack partnership platforms (specifically Impact and Everflow).</p></li><li><p>
Deep expertise in the technical affiliate ecosystem, including Server-to-Server (S2S) tracking, delayed offline conversion windows, publisher models, and commission structures.</p></li><li><p>
Experience in regulated industries (e.g., financial services, insurance, education) with longer sales cycles is highly preferred.</p></li><li><p>
A data-focused mindset with a sharp ability to vet publishers based on specific audience demographic criteria.</p></li><li><p>
Ability to operate both strategically and tactically, balancing big-picture thinking with hands-on technical execution.</p></li></ul><p></p><p><i>
Note: We emphasize skills, expertise and behavioral attributes over years of experience and traditional degrees. If you want to join our collaborative team, we invite you to apply today with your resume in English.</i></p><p></p><p><b>
Additional Information</b></p><p>
Join Jellyfish and experience a workplace where we prioritize your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs</p><p>
Reward: You'll be eligible to join our discretionary annual bonus scheme and 401k retirement plan.</p><p>
Healthcare plans: Have peace of mind with our healthcare, vision and dental insurance, plus short and long-term disability and life cover.</p><p>
Custom Work Environment: Work remotely for up to 60% of your days and shape your day between 8am. and 6:30pm with flexible working hours.</p><p>
Family Support: Enjoy 14 weeks of paid leave for primary caregivers and 4 weeks of paid leave for secondary caregivers.</p><p></p><p><b><i>
All your information will be kept confidential according to EEO guidelines.</i></b></p><p></p><p><i>
Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to </i><i>talentacquisition@jellyfish.com</i><i>.</i></p><p>
Compensation Range: $85K - $110K</p></div>

Senior Direct Investment Manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Global Alterative Investment Solutions team supports the Private Equity Group that has $35 billion in assets.
</p><p>As an Alternative Fund Controller within the Global Alternatives Investments Solutions team, you will oversee financial operations of private equity funds. You will work closely with an experienced group of professionals while being involved in all aspects of financial reporting, accounting, tax, internal controls, and oversight over service providers. You will own core functional responsibilities and participate in more tactical and strategic initiatives working with senior leadership</p><p><b>
Responsibilities</b></p><ul><li>
Manage the quarterly accounting process and oversee the fund administrator&rsquo;s net asset value computation</li><li>
Review trial balances, investor allocations, management fee calculations, and carried interest calculations</li><li>
Review quarterly and annual financial statements</li><li>
Reconcile portfolios holdings and trade activity (capital calls, distributions, return of capital)</li><li>
Coordinate annual audit process</li><li>
Assist on new product launches</li><li>
Assist in preparation of regulatory filings</li><li>
Participate in technology initiatives</li><li>
Handle ad hoc requests and projects</li></ul><p><b>
Required qualifications, capabilities and skills
</b></p><ul><li>A thorough understanding of private equity accounting, financial reporting, and fund administration</li><li>
Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization</li><li>
Strong problem solving, analytical, and decision making abilities</li><li>
Team player, highly motivated, self-starter with strong organizational/multi-tasking skill</li><li>
Ability to adapt to a rapidly changing business and technical environment</li><li>
Bachelor&rsquo;s Degree &ndash; Accounting / Finance</li></ul><p><b>
Preferred qualifications, capabilities and skills</b></p><ul><li>
Regulatory (Form ADV, PF, AIFMD) reporting knowledge a plus</li><li>
CPA/CFA preferred</li></ul>
<b>ABOUT US</b><br>
<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><p></p><div><p>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.
</p><div><p>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.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
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.</p></div>

Asset Management- Fund Controller, VP

BlackRock

<div><div><div>Location:</div>
<div><div><b>New York, New York</b></div>
</div></div><div><div>Team:</div>
<div><b>Sales &amp; Relationship Mgmt</b></div>
</div><div>Job Requisition #: <b>R263885</b></div>
<div>Date posted: <b>Apr. 28, 2026</b></div></div><p></p>
<br><div><h2 class="jobSectionHeader"><b>Job description</b></h2>
<div><p><b>About this role</b></p><p><b>
Job Description: Offshore Wealth &ndash; Manager Research (Associate, New York)</b></p><p><b>
About this role</b></p><ul><li>
The Offshore Wealth Manager Research team sits at the center of the business, driving strategy, business development, and client sales enablement with U.S.-based Wealth Management firms serving global investors. The team partners closely with Market Leaders, Sales Desk, Product, Portfolio Management, Marketing, Legal, and Operations to scale the Offshore Wealth platform across the Americas.</li><li>
This role is responsible for helping shape and execute the Offshore Wealth growth agenda, with a focus on expansion of investment solutions, platform and product due diligence, product selection, and model delivery. The role blends strategic thinking, investment expertise, and commercial execution, acting as a force multiplier for field sales and a key interface with internal product partners.</li><li>
This Manager Research role is a strategic pillar for Offshore Wealth&mdash;shaping what the business brings to market, how it is delivered on platforms, and how effectively it is positioned with advisors serving global clients. Success in this role directly impacts solution adoption, AUM growth, and the scalability of the Offshore Wealth franchise.</li></ul><p><b>
Primary Responsibilities</b></p><ul><li>
Partner with Offshore Wealth leadership to define and execute business growth priorities across client firms.</li><li>
Lead platform due diligence, product reviews, and product selection processes with U.S. wealth platforms, private banks, and broker-dealers.</li><li>
Drive client business development, including managing client relationships, execute commercial plan.</li><li>
Work closely with Market Leaders and the Sales Desk to enable client conversations, including platform availability, portfolio construction frameworks, and competitive positioning.</li><li>
Serve as a subject-matter expert across the Offshore Wealth investment platform, including ETFs, mutual funds, SMAs, Private Markets.</li><li>
Develop an understanding of client needs and help identify opportunities where BlackRock&rsquo;s capabilities can deliver value.</li><li>
Manage recurring client deliverables and track business opportunities, team priorities, and progress against strategic goals.</li><li>
Build effective working relationships with internal partners (PMs, sales, product, marketing, legal/compliance, RFP).</li><li>
Synthesize and communicate client insights, platform trends, and market intelligence.</li><li>
Travel as needed for client meetings and events.</li></ul><p><b>
Skills</b></p><ul><li>
Interest in financial markets and familiarity with investment products. Resourceful team player who is also capable of working independently.</li><li>
Strong relationship‑building skills across functions.</li><li>
Exceptional work ethic, analytical ability, and problem‑solving skills; intellectually curious and data‑comfortable.</li><li>
Strong project management and organizational skills.</li><li>
Ability to operate effectively under pressure and tight deadlines.</li><li>
High energy, adaptable, detail‑oriented, and committed to excellence. Client‑centric mindset with professional presence.</li><li>
Excellent written and verbal communication skills.</li></ul><p><b>
Position Requirements</b></p><ul><li>
3&ndash;6 years of experience in the investment industry or related field; relationship management or sales experience preferred.</li><li>
BA/BS degree required.</li><li>
Series 7 and 63/65 or 66 required.</li><li>
Clean compliance record with no prior restrictions related to product distribution.</li></ul>
For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
<p><b>
Our benefits</b><br>
<br>
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.</p><p><b>
Our hybrid work model</b></p><p>
BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.</p><p><b>
About BlackRock</b></p><p>
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.</p><p>
This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.</p><div>
For additional information on BlackRock, please visit @blackrock<div>
(opens in new window)</div>
 | Twitter: @blackrock<div>
(opens in new window)</div>
 | LinkedIn: www.linkedin.com/company/blackrock<div>
(opens in new window)</div></div><p></p><div>
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. <b>View the </b><b>EEOC&rsquo;s Know Your Rights poster and its supplement</b><div><b>
(opens in new window)</b></div><b>
 and the </b><b>pay transparency statement</b><div><b>
(opens in new window)</b></div><b>
.</b></div><div>
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com<div>
(opens in new window)</div>
. All requests are treated in line with our <b>privacy policy</b><div>
(opens in new window)</div>
.<div>
(opens in new window)</div></div>
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.</div>
<div><div><b>Job Requisition #</b>
<br>
R263885</div></div></div><p></p>

Associate, Offshore Wealth - Manager Research

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p><b>
The Purpose of Your Role</b></p><p>
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li><p>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</p></li><li><p>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</p></li><li><p>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>
Degree and/or other professional certifications such as a CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><p><b>
The Skills You Bring</b></p><ul><li><p>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><p><b>
Our Investments in You</b></p><p>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><p><b>
The Value You Deliver</b></p><p>
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future.<br>
<br>
Please note this role requires in-person attendance in the assigned Branch location.</p><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p>
The base salary range for this position is $59,000 - $74,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Investment Consultant - Bryant Park, NY

Goldman Sachs

<div><div><div><div><div><div><div><p><b>Asset &amp; Wealth Management</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
Your Impact</b><br>
We are seeking a highly quantitative analyst to join our Pricing Analysis &amp; Strategies (PAS) team with Goldman Sachs Asset Management (GSAM). In this role you will help enhance and improve GSAM&rsquo;s fixed fee (FF) and performance fee (PF) pricing effectiveness, provide a centralized resource for all aspects of GSAM&rsquo;s PF business, and manage the application for the Most Favored Nations clauses (MFNs) across GSAM.</p>
<div><b>
Our Impact</b><br>
The PAS team sits within GSAM and partners with GSAM&rsquo;s portfolio management and institutional sales teams located in financial centers around the world. PAS has three primary objectives associated with structuring the pricing paid by GSAM&rsquo;s institutional clients to invest in GSAM&rsquo;s investment products.<br>
1. Enhance and improve GSAM&rsquo;s FF and PF pricing effectiveness. Influence and optimize both FF and PF pricing; Build and strengthen analytical pricing models and tools; Educate product and distribution teams on pricing analytics and impact of pricing effectiveness; Develop and leverage websites to achieve an efficient pricing process; and Track and report pricing effectiveness.<br>
2. Provide a centralized resource for all aspects of GSAM&rsquo;s PF business. Negotiate and close new PF business; Optimize PF methodologies, language, and vesting dates in Investment Management Agreements (IMAs) and Offering Memoranda (OMs); Create monthly PF projection metrics packages for senior management; and calculate actual PFs upon vesting for Client Billing.<br>
3. Manage the application of MFNs across GSAM. Establish criteria for accepting MFN proposals; Drive MFN negotiations with clients; Optimize and approve MFN language in client IMAs; and Track and report MFN investment mandate population.<br>
<br>
<b>Responsibilities</b><br>
<ul><li>Contribute to new business development initiatives: Focus on all aspects of pricing opportunities with GSAM&rsquo;s institutional clients and prospects for investments in equities (stocks), fixed income (bonds), and alternatives (currencies, commodities, real estate, etc.).</li><li>Improve GSAM&rsquo;s institutional asset management pricing processes: Analyze revenue and profitability of GSAM&rsquo;s new and existing business; Identify trends in pricing of GSAM&rsquo;s new business versus existing business; Compare GSAM&rsquo;s pricing to competitor pricing; Collect and analyze data on published fee schedules, as well as actual fees paid by large institutional clients of GSAM and competitors.</li><li>Assist with business support activities: Project future performance fee earnings; Calculate actual performance fee vestings; Allocate multi-product revenues to product teams; and Validate compliance with MFNs.</li></ul></div>
<div><b>
Basic Qualifications</b><br>
<ul><li>Masters/Bachelor&rsquo;s degree with an Economics, Engineering, Finance, Mathematics, or Statistics major</li><li>Strong quantitative and technical abilities</li><li>Strong interest in the financial markets and good investment sense/commercial instinct</li><li>Interest in Chartered Financial Analyst designation (CFA)</li><li>Drive, enthusiasm, creativity and excellent interpersonal skills</li><li>Strong analytical, problem solving and organizational skills, entrepreneurial, creative thinker, detail-oriented</li><li>Personal integrity, initiative and leadership qualities</li><li>Strong verbal and written communications skills</li><li>Strong multi-tasking and time management skills</li><li>Ability to work as part of a team in an environment that demands excellence, time and energy</li></ul></div><br>
<p></p>
<div>
<p><b>Salary Range</b>
<br>
The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
</p>
<p><b>Benefits</b>
<br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 85,000 - 110,000</p>

Asset & Wealth Management, AWM Public Finance, Pricing Analysis & Strategies, Analyst - New York

<div><b>JOB DESCRIPTION</b><p><br>
The Hedge Fund Solutions team within Alternatives Controllers Group is seeking an experienced Fund of Funds Controller to assist with NAV process oversight, financial management, accounting and reporting for the global complex.</p><p>
</p><p><b>Job Summary
</b></p><p>As a Fund Controller, you will work closely with an experienced group of professionals while being involved in all aspects of financial reporting, accounting, tax, internal controls and oversight over service providers. The Hedge Fund Solutions team supports the JPMorgan Alternative Asset Management business that has $38 billion in assets and includes customized portfolios, fund of hedge funds, private credit and single manager portfolios. You will own core functional responsibilities and participate in more tactical and strategic initiatives working with senior leadership.</p><p>
</p><p><b>Job Responsibilities</b></p><ul><li>
Manage the monthly accounting process and oversee the fund administrator&rsquo;s net asset value computation
</li><li>Prepare and review monthly accounting packages and performance reports for customized portfolios including management fee and incentive fee calculations</li><li>
Coordinate data flow and reconciliation process between JPMAAM, clients, custodians, administrators and trustees</li><li>
Reconcile cash, portfolios holdings and trade activity (subscriptions, redemptions, transfers, side pocket activity)</li><li>
Coordinated annual audit and tax process
</li><li>Work with various internal teams on new product launches and technology initiatives</li><li>
7 or more years of hedge fund of fund, private credit funds experience</li><li>
Strong technical accounting skills</li><li>
A thorough understanding of hedge fund accounting, financial &amp; tax reporting and fund administration</li><li>
Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization</li><li>
Strong problem solving, analytical, and decision-making abilities</li><li>
Team player, highly motivated, self-starter with strong organizational/multi-tasking skill</li><li>
Ability to adapt to a rapidly changing business and technical environment</li><li>
Bachelor&rsquo;s degree in accounting
</li></ul><p></p><p><b>Required Qualifications, Capabilities and Skills</b></p><ul><li>
7 or more years of hedge fund of fund, private credit funds experience</li><li>
Strong technical accounting skills</li><li>
A thorough understanding of hedge fund accounting, financial &amp; tax reporting and fund administration</li><li>
Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization</li><li>
Strong problem solving, analytical, and decision-making abilities</li><li>
Team player, highly motivated, self-starter with strong organizational/multi-tasking skill</li><li>
Ability to adapt to a rapidly changing business and technical environment</li><li>
Bachelor&rsquo;s degree in accounting
</li></ul><p><b>Preferred Qualifications, Capabilities and Skills
</b></p><ul><li>CPA
</li></ul><p></p><b>ABOUT US</b><br>
<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><p></p><div><p>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.
</p><div><p>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.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
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.</p></div>

Asset Management, Hedge Fund Solutions Team, Fund Controller, Vice President

Morgan Stanley

<div><p><b>Position Summary
</b></p><p>The Outsourced Chief Investment Office (OCIO) partners with Morgan Stanley Financial Advisors across all channels to offer discretionary portfolio management services to institutional and private clients (Endowments, Foundations, Corporate &amp; Public Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management.
</p><p></p><p>The OCIO Business Development team is seeking an experienced professional to lead the development of high-impact proposals for OCIO mandates serving endowments and foundations. This role is central to winning institutional mandates and the ideal candidate has excellent writing skills, strong project management abilities, and knowledge of institutional investment management.
</p><p></p><p><b>Key Responsibilities:
</b></p><ul><li>Analyze RFI/RFP documents to understand client requirements, evaluation criteria and submitting guidelines
</li><li>Lead and coordinate the proposal development process from kickoff to submission
</li><li>Write, edit and format high-quality proposal content, ensuring clarity, consistency, and compliance
</li><li>Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio construction, risk management and governance support
</li><li>Partner closely with Financial Advisors, portfolio managers and product specialists to gather technical and business information
</li><li>Ensure all proposals meet deadlines and adhere to brand, legal and regulatory standards
</li><li>Manage multiple proposals simultaneously in a fast-paced environment
</li><li>Support finalist presentations and pitch materials
</li><li>Own and continuously enhance the OCIO proposal content library including differentiation messaging, case studies and more
</li><li>Support all aspects of institutional sales for our OCIO Nonprofit business
</li></ul><p></p><p><b>Qualifications:
</b></p><ul><li>Ability to lead business development opportunities end-to-end and manage multiple senior stakeholders
</li><li>Strong writing, editing and proofreading skills
</li><li>Experience working with cross-functional teams
</li><li>Experience in the RFP/RFI, grant writing, technical writing, or similar space
</li><li>Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat Pro proficient
</li><li>Proficiency in RFP response software (e.g. Loopio) is strongly preferred
</li><li>Bachelor&rsquo;s degree required
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>AVP - Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><div></div><div><div><div><div><div><div><div><div><div><p>VP - Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p></div></div></div></div></div></div></div></div></div><p></p><p>Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
</p><p></p><p>Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
</p><p></p><p>For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</p></div><p></p>

OCIO RFP Writer - AVP/VP

Explore 886+ Investment manager in New York this May. Find roles across top companies and apply now to boost your career.