investment banking analyst Jobs in New York

investment banking analyst

2026 investment banking analyst-. financial institutions group , nyc Jobs in New York

2026 investment banking analyst-. financial institutions group , nyc

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analyst, asset management Jobs in New York

analyst, asset management

private equity analyst

Gullia Filing

<p>About the Company</p><p>DLA 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.</p><p><b>Roles and Responsibilities:</b></p><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><p><b>Job Requirements:</b></p><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><p>Job Type: Full-time</p><p>Pay: $310,000.00 - $420,000.00 per year</p><p>Benefits:</p><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><p>Application Question(s):</p><ul><li>Must be a U.S. citizen or a permanent resident (green card holder).</li></ul><p>what is your visa type?</p><p>Location:</p><ul><li>New York, NY 10020 (Preferred)</li></ul><p>Work Location: In person</p>

Private Equity Associate

Spencer Stuart

<div><div>POSITION SUMMARY</div><div>
The Client Success Lead, Private Equity (PE) will be a key strategic team member for select Managed/Growth clients within PE. This role will be a strategic thought partner to Consultant &ldquo;Client Leads&rdquo; across three to five strategic accounts to help identify opportunities for business development and drive an exemplary and consistent client experience across the portfolio of work being done. Success in this role will better enable account teams to focus on delivering exceptional client service, while staying aligned and informed as part of increasingly complex coverage efforts. By managing the rhythm of business, such as quarterly business reviews, internal account updates for aligned Spencer Stuart teams, and news communications, the Client Success Lead ensures that leadership and stakeholders are consistently informed and aligned on all account activity. The role also supports compliance with internal processes and client requirements, while proactively identifying and resolving operational risks.</div><div></div><div>
In addition to overseeing core account operations, the Client Success Lead is responsible for driving regular client communications, maintaining Quest data accuracy, and facilitating consistent internal communications across the dedicated account team. Lastly, this individual will partner closely with Private Equity&rsquo;s Strategic Account Manager and broader leadership to develop, implement, and execute best-in-class account management processes across the practice. This includes, but is not limited to, serving as a thought partner on account plans, process improvement/systems implementations for Client Leads, driving BD execution and identifying areas of opportunity, learning and development programs for new Client Leads, and broader collaboration initiatives for our Client Lead cohort.</div><div></div><div>
Success in this role is measured both quantitatively and qualitatively. Quantitatively, financial performance, market penetration (regionally, by industry, functionally, by service line), CSS Scores, and win/loss rate will be consistently measured. Qualitatively, this individual is expected to streamline workflows, enhance collaboration across teams, and deliver timely, actionable insights that support business development and client engagement. This role is designed to elevate the operational excellence of Spencer Stuart&rsquo;s most strategic accounts, ensuring they are well-positioned for growth, efficiency, and long-term success.</div><div></div><div>
KEY RELATIONSHIPS</div><div>
Reports to</div><ul><li><div>
Practice Manager, Strategy and Operations</div></li><li><div>
Strategic Accounts Manager</div></li></ul><div></div><div>
Partners closely with</div><ul><li><div>
Global Private Equity Client Leads</div></li></ul><div>
Other key relationships</div><ul><li><div>
Global Private Equity Practice Analysts, Associates, and Consultants</div></li></ul><div></div><div>
Position location: Global remit, with alignment to a home-office ideally in New York City</div><div></div><div>
KEY RESPONSIBILITIES</div><ul><li><div>
Strategic Account Leadership: Partner with designated client leads to develop and execute short-, medium-, and long-term strategic account plans for Managed and Growth accounts, ensuring alignment with broader Private Equity (PE) practice goals.</div></li><li><div>
Client Development &amp; Business Growth: Act as a strategic thought partner to identify and pursue business development opportunities. Leverage internal connectivity to expand into new sectors, business lines, and regions to increase share of wallet, and drive top-line growth.</div></li><li><div>
Cross-Functional Coordination: Serve as a central point of coordination across internal teams to ensure transparent communication on client activity, business development efforts, and competitive intelligence.</div></li><li><div>
Performance Tracking: Build and deliver quarterly reporting for each strategic account and track overall outcomes of the strategic account program.</div><ul><li><div>
Contribute to the broader PE strategic account agenda through template creation, agenda setting, technology enhancements, and investment planning.</div></li></ul></li><li><div>
Knowledge Sharing: Develop and disseminate a &ldquo;playbook&rdquo; of best practices for account expansion and client management. Share templates and tools across the PE practice to support broader adoption.</div></li><li><div>
Monitoring and Insight: Work closely with the PE analyst team to monitor deal activity and exits, supporting both business development and search execution.</div></li><li><div>
Execution Support: Coordinate with Strategy &amp; Operations, Associates, and Analysts to fulfill data and deliverable needs, including pitch materials, assignment lists, and market insights.</div></li><li><div>
Tailored Account Management: For select strategic accounts (3&ndash;5), provide tailored support including:</div><ul><li><div>
Research and benchmarking against market activity and peer clients.</div></li><li><div>
Financial reporting and metric tracking for internal and external use.</div></li><li><div>
Development of strategic materials such as QBRs, one-pagers, internal reviews, and bespoke trackers.</div></li><li><div>
Execution of creative and high-impact projects to address client-specific needs (e.g., custom portals, data benchmarking).</div></li><li><div>
Participation in complex, multi-stage client initiatives as needed.</div></li></ul></li></ul><div></div><div>
IDEAL CANDIDATE<br>
Successful candidates will be self-directed, independent, and able to proactively address the needs of our Private Equity business. They must be able to work in a fast-paced, quick-turn work environment, and demonstrate a passion and ability for strategic commercial thinking to deliver the highest caliber service within a highly demanding environment. In addition, they must collaborate effectively with a wide range of global, internal and external stakeholders to expand existing client relationships and create new relationships. They will be graceful under pressure, enjoy fast-paced environments, and be excellent multitaskers with an ownership mindset and results orientation.</div><div></div><div>
Specific experience should include:</div><ul><li><div>
1-3+ years of professional services experience, with at least one year of client-facing experience.</div></li><li><div>
Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred.</div></li><li><div>
Strong project management and operational ability with exemplary detail-orientation.</div></li><li><div>
Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics.</div></li><li><div>
Balance of action-orientation, efficiency, and commitment to quality.</div></li><li><div>
Excellent communication skills and credibility with senior executives and colleagues.</div></li><li><div>
In possession of permanent U.S. work authorization.</div></li></ul><div></div><div>
The base compensation range for this position is $80k-$110k per year. The actual base compensation offered within this range will be dependent on the individual&rsquo;s skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program.</div><div></div><div>
Spencer Stuart also offers a competitive benefits package, which includes:</div><ul><li><div>
Retirement savings plan with discretionary profit sharing contribution and employer match;</div></li><li><div>
PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;</div></li><li><div>
Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;</div></li><li><div>
Life Insurance, and short-term and long-term disability insurance;</div></li><li><div>
Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and</div></li><li><div>
Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.</div></li></ul><div></div><div><i>
Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.</i></div></div>

Client Success Lead (Senior Analyst or Associate), Private Equity

BCG Attorney Search

<div>
 <p>
  Job ID: 395891
 </p>
 <p>
  <br/>
 </p>
 <p>
  Practice area:- Corporate - M&amp;A,Corporate - Private Equity
 </p>
 <p>
  <br/>
 </p>
 <p>
  Keywords:- corporate governance,entity formation,shareholder agreements,corporate resolutions,board counsel,SEC filings,corporate compliance,business formation,
 </p>
 <p>
  <br/>
 </p>
 <p>
  Mid-Level to Senior M&amp;A Attorney &ndash; Deal Leadership &amp; Private Equity Exposure | New York, NY
 </p>
 <p>
  <br/>
 </p>
 <p>
  A respected East Coast law firm seeks a skilled M&amp;A Attorney in New York to lead complex transactions, advise private equity clients, and manage all phases of the deal lifecycle. Join a collaborative team offering strong client exposure, mentorship, and significant deal responsibility.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This mid-sized, East Coast law firm practices within three general areas of the law: corporate, labor and employment, and litigation. Their clients range from Fortune 500 companies to small businesses and individuals. The firm is structured as a partnership and governed in a democratic manner. Associates have the opportunity to accept as much responsibility as they merit. Their pay structure is competitive and their system of merit-based bonuses allows associates to avoid lock-step compensation. In addition, attorneys strive to help develop the careers of their associates by their open and supportive working atmosphere.
 </p>
 <p>
  ________________________________________
 </p>
 <p>
  Opening Paragraph
 </p>
 <p>
  A well-established, mid-sized corporate law firm with a strong East Coast presence is seeking an experienced Mergers &amp; Acquisitions Associate to join its Finance &amp; Transactions team in New York. This firm is known for its collaborative culture, hands-on training, and business-oriented approach to client service. The role offers meaningful responsibility from day one, extensive client contact, and the opportunity to support high-growth private equity and corporate clients across a broad range of industries.
 </p>
 <p>
  ________________________________________
 </p>
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  Key Responsibilities
 </p>
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  &bull; Draft, negotiate, and manage core M&amp;A transaction documents.
 </p>
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  &bull; Oversee all phases of the deal lifecycle&mdash;from term sheet through post-closing integration.
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  &bull; Act as outside general counsel to portfolio companies and other business clients.
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  &bull; Handle multiple matters simultaneously while maintaining high responsiveness.
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  &bull; Support business development initiatives and contribute to practice growth.
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  ________________________________________
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  Qualifications
 </p>
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  &bull; 5+ years of law firm experience in M&amp;A and transactional matters.
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  &bull; Experience counseling private equity and sponsor-side clients on acquisitions, growth equity, and venture capital matters.
 </p>
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  &bull; Familiarity with equity owner agreements and general commercial contracts.
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  &bull; Admitted or eligible for admission to the New York Bar.
 </p>
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  &bull; Proven drafting, negotiation, and client management skills.
 </p>
 <p>
  ________________________________________
 </p>
 <p>
  Culture &amp; Firm Appeal
 </p>
 <p>
  This firm is known for its democratic partnership structure, open-door culture, and commitment to merit-based career growth. Associates enjoy a high level of autonomy, direct partner mentorship, and opportunities to take on major responsibilities without rigid hierarchy. The work environment emphasizes collaboration, transparency, and professional development.
 </p>
 <p>
  The firm&rsquo;s client base spans Fortune 500 companies, emerging growth businesses, and private equity funds, offering attorneys exposure to a broad spectrum of complex transactional work. Compensation is competitive, and the firm&rsquo;s merit-based bonuses reward strong performance and initiative.
 </p>
 <p>
  ________________________________________
 </p>
 <p>
  Why This Role Is Unique
 </p>
 <p>
  &bull; Lead high-value deals rather than serving in a supporting role.
 </p>
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  &bull; Close collaboration with shareholders and client executives.
 </p>
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  &bull; Frequent client-facing opportunities and business development experience.
 </p>
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  &bull; A supportive environment ideal for attorneys seeking long-term practice growth.
 </p>
 <p>
  &bull; Ability to shape the trajectory of the firm&rsquo;s corporate and private equity work.
 </p>
 <p>
  ________________________________________
 </p>
 <p>
  Call to Action
 </p>
 <p>
  &bull; Apply now for a confidential discussion with a BCG Attorney Search recruiter.
 </p>
 <p>
  &bull; Explore this elite M&amp;A and private equity opportunity today.
 </p>
 <p>
  &bull; Submit your resume to learn more about this BCG Attorney Search opportunity.
 </p>
 <p>
  <br/>
 </p>
 <p>
  BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
 </p>
 <p>
  <br/>
 </p>
 <p>
  BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
 </p>
</div>


Mid-Level to Senior M&A Attorney – Deal Leadership & Private Equity Exposure | New York, NY- 395891

Reed Smith LLP

<div><div><div><b>The New York office of Reed Smith is seeking a Junior to Mid-Level Associate to join the Global Corporate Group. Candidates should have 2-3 years of experience representing private equity funds, institutional investors, family offices, alternative asset managers, and their portfolio companies in leveraged buy-outs, add-on acquisitions, divestitures, growth investments, strategic joint ventures, and general corporate portfolio company matters to join our New York office. Successful candidates will have hands on drafting and negotiating experience for complex M&amp;A and private equity transactions and related investment agreements and experience as a key member of deal teams, including responsibility for producing acquisition, equity and related documents in a client-ready format, and running key aspects of transactions, from due diligence through closing, across a range of transaction sizes, but preferably with experience in the middle market. Candidates must be an active member of the New York state bar.</b><br>
 </div><div></div><div><br>
<b>Reed Smith offers a challenging work environment and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork &amp; Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process.</b></div><div><b> </b></div><div><br>
<b>$235,000 - $260,000. This represents the presently-anticipated low and high end of Reed Smith&rsquo;s pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience.</b><br>
 </div><div></div><div><br>
<b>Benefits Package Summary:</b></div><div><br>
<b>401k Plan</b></div><div><br>
<b>Medical</b></div><div><br>
<b>Health Savings Account</b></div><div><br>
<b>Virtual Health</b></div><div><br>
<b>Dental</b></div><div><br>
<b>Vision</b></div><div><br>
<b>Accident Insurance</b></div><div><br>
<b>Hospital indemnity insurance</b></div><div><br>
<b>Critical illness insurance</b></div><div><br>
<b>Life insurance</b></div><div><br>
<b>Short term disability</b></div><div><br>
<b>Long term disability</b></div><div><br>
<b>Flexible Spending Accounts</b></div><div><br>
<b>Lyra Health EAP</b></div><div><br>
<b>Paid Family Leave</b></div><div><br>
<b>College Savings Plan</b></div><div><br>
<b>Transportation benefit</b></div><div><br>
<b>Back-up Child Care</b></div><div><br>
<b>College Coach</b></div><div><br>
<b>Pet insurance</b></div><div><br>
<b>Paid sick time</b></div><div><br>
<b>Vacation time</b></div><div><br>
<b>Excess Liability Insurance</b></div><div><b> </b></div><div></div><div><b>Additional information on our benefits can be found here: https://www.reedsmith.com/en/careers/general/us-compensation-and-benefits</b></div></div></div><p></p>

New York - M&A/Private Equity Associate (Junior-to-Mid-Level)

JPMorganChase

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 <strong>
  JOB DESCRIPTION
  <br/>
  <br/>
 </strong>
 We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
 <br/>
 <br/>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm&rsquo;s most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you&rsquo;ll become part of our inclusive teams and culture, unified by the firm&rsquo;s mission and commitment to success.
 <br/>
 <br/>
 Job Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
  </li>
  <li>
   Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
  </li>
  <li>
   Working with J.P. Morgan product and sector teams
  </li>
  <li>
   Building and using complex financial models, completing valuation and analytical exercises
  </li>
  <li>
   Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&amp;A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications, Capabilities, And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prior work experience in an investment banking front office, or related, role.
  </li>
  <li>
   Strong accounting, finance, quantitative, mathematics and business writing skills.
  </li>
  <li>
   A well-rounded academic background from a top tier educational institution.
  </li>
  <li>
   An understanding of the transaction cycle and steps in a capital markets offering
  </li>
  <li>
   Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
  </li>
  <li>
   Ability to multi-task across competing deadlines and industry groups within the firm.
  </li>
  <li>
   Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
  </li>
  <li>
   Self-directed, highly motivated, and able to work independently.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications, Skills, And Capabilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prior work experience in an Equity-linked Capital Markets role
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ABOUT US
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
 <br/>
 <br/>
 Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
</div>


Investment Banking - Equity-Linked Capital Markets - Analyst

TD Bank

<div><p><b>Work Location </b>:
</p>New York, New York, United States of America
<p></p><p><b>Hours:
</b></p>40
<p></p><p><b>Line of Business:
</b></p>Technology Solutions
<p></p><p><b>Pay Detail:
</b></p>160000 - 225000 USD
<p></p><p>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.
</p><p></p><p>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.
</p><p></p><p><b>Job Description:
</b></p><h2 class="jobSectionHeader"><b>Preferred Qualifications
</b></h2><h2 class="jobSectionHeader"><b>TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
</b></h2><h2 class="jobSectionHeader"><b>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 help clients meet their needs today and prepare for tomorrow. 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. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients
</b></h2><h2 class="jobSectionHeader"><b>every day.
</b></h2><h2 class="jobSectionHeader"><b>OVERVIEW
</b></h2><h2 class="jobSectionHeader"><b>Within TD Securities, the Quantitative Modeling and Analytics (QMA) team is responsible for the valuation models for the Global Fixed Income, Currencies, and Commodities businesses. The models are used for the intraday and official valuations of a wide range of financial products, and the model outputs feed numerous downstream processes, including VaR, regulatory reporting, stress testing, and liquidity reporting.
</b></h2><h2 class="jobSectionHeader"><b>The QMA team works closely with front office trading and sales to deliver on their risk management, valuation and quantitative strategy needs. Moreover, the QMA team partners with Technology teams to build out the official and intraday valuation systems and support the integration of models into downstream processes.
</b></h2><h2 class="jobSectionHeader"><b>QUALIFICATIONS
</b></h2><h2 class="jobSectionHeader"><b>We are looking for a highly motivated quantitative specialist with 3-5 years' experience to work alongside our US Securitized products business. The successful candidate will focus on development, testing, and support of the valuation models for non-agency mortgages products. The initial focus will be supporting the launch of trading capabilities for non-agency mortgages, followed by the securitization of this product. In addition, the ideal candidate will provide quantitative strategist support for the front-office, through the development, refinement and management of front-office tools, and timely support for trading issues.
</b></h2><h2 class="jobSectionHeader"><b>This role requires a strong business and technical foundation in non-agency markets, and experience in working as a quantitative strategist for the front office. The role requires a deep knowledge of Interest Rate Models, Prepayment and Credit/Loss models in addition to advanced C++ and Python programing skills. Moreover, familiarity with YieldBook or PolyPaths would be a plus.
</b></h2><h2 class="jobSectionHeader"><b>SKILLS:
</b></h2><ul><li><h2 class="jobSectionHeader"><b>Master&rsquo;s Degree or PhD in a STEM discipline </b><b>.
</b></h2></li><li><h2 class="jobSectionHeader"><b>Extensive knowledge of FICC markets, products, and valuations, with specialized knowledge in MBS/CMO, particularly in the non-agency space.
</b></h2></li><li><h2 class="jobSectionHeader"><b>Significant experience in valuation model development and integration of models in valuation systems
</b></h2></li><li><h2 class="jobSectionHeader"><b>Advanced programming skills (C++, Python, Excel) and source code version control (such as GIT)
</b></h2></li></ul><h2 class="jobSectionHeader"><b>The VP Technology Solutions TDB understands business products, business strategies and customer usage of products with ability to translate content into a IT architecture that describes key functional and non-functional requirements. Responsibilities include familiarity with business strategy I processes and expertise in designing business solutions that link disparate processes and application systems, ability to communicate a deep understanding of the business and a broad knowledge of technology and applications, design the target application I services architecture and assess the impact of the future business architecture on existing and future applications, identify the techniques and technologies that should be applied at the application level, defining the information architecture in compliance with corporate policies and standards, and working with business partners and technology teams to define the organization, storage and flow of data to support effective information delivery.
</b></h2><h2 class="jobSectionHeader"><b>Depth &amp; Scope:
</b></h2><ul><li><h2 class="jobSectionHeader"><b>Works with the business and application development teams to develop the target state IT architecture model
</b></h2></li><li><h2 class="jobSectionHeader"><b>Understands business products, business strategies and customer usage of products
</b></h2></li><li><h2 class="jobSectionHeader"><b>Understands business process flows and makes suggestions on how to re-engineer them for higher efficiency
</b></h2></li><li><h2 class="jobSectionHeader"><b>Helps review business drivers, needs and strategies and understands implications to the application architecture
</b></h2></li><li><h2 class="jobSectionHeader"><b>Identifies, assesses, and documents business requirements for applications and information I data
</b></h2></li><li><h2 class="jobSectionHeader"><b>Develops the IT architecture based the key functional and non-functional requirements from the business and technology teams
</b></h2></li><li><h2 class="jobSectionHeader"><b>Works with the development teams to develop the logical data model and ensures efficient flows of information through business processes
</b></h2></li><li><h2 class="jobSectionHeader"><b>Provides input to the development of project initiation documents including objectives, scope, approach, and deliverables, when needed
</b></h2></li><li><h2 class="jobSectionHeader"><b>Analyzes and evaluates existing and future business architecture for compatibility with corporate standards and policies
</b></h2></li><li><h2 class="jobSectionHeader"><b>Provides input to buy vs. build decisions based on technology and business requirements
</b></h2></li><li><h2 class="jobSectionHeader"><b>Provides support I guidance to the development teams during the analysis, development and testing processes
</b></h2></li><li><h2 class="jobSectionHeader"><b>Provides expert knowledge of application architecture
</b></h2></li><li><h2 class="jobSectionHeader"><b>Prepares information architecture deliverables in accordance with corporate standards and methodologies and consistent with the target business architecture
</b></h2></li><li><h2 class="jobSectionHeader"><b>Assists in the creation and successful execution of testing scenarios that ensure the information data flows according to the information architecture design
</b></h2></li><li><h2 class="jobSectionHeader"><b>Communicates risks and implications of architectural decisions, issues and plans
</b></h2></li><li><h2 class="jobSectionHeader"><b>Partners with change management to analyze and communicate organizational impact and potential change management issues of proposed business architectures to relevant stakeholders
</b></h2></li><li><h2 class="jobSectionHeader"><b>Participates in business and technology planning sessions and anticipates future business I technology changes
</b></h2></li><li><h2 class="jobSectionHeader"><b>Establishes strong working relationships with the business and other technology team members
</b></h2></li><li><h2 class="jobSectionHeader"><b>Participates in and supports cross technology process improvement initiatives
</b></h2></li><li><h2 class="jobSectionHeader"><b>Manages individual workload and delivers to agreed-upon project milestones
</b></h2></li><li><h2 class="jobSectionHeader"><b>Actively participates in HR performance measurement processes
</b></h2></li><li><h2 class="jobSectionHeader"><b>Coaches I mentors other team members as appropriate
</b></h2></li><li><h2 class="jobSectionHeader"><b>Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices
</b></h2></li></ul><h2 class="jobSectionHeader"><br>
<b>Education &amp; Experience:
</b></h2><ul><li><h2 class="jobSectionHeader"><b>College degree, or specialized training / equivalent work experience
</b></h2></li><li><h2 class="jobSectionHeader"><b>5-7 Years of related experience
</b></h2></li><li><h2 class="jobSectionHeader"><b>Must be detail oriented and possess problem-solving skills
</b></h2></li><li><h2 class="jobSectionHeader"><b>Must be able to work independently with minimal supervision and establish priorities
</b></h2></li><li><h2 class="jobSectionHeader"><b>Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management
</b></h2></li></ul><h2 class="jobSectionHeader"><b>Physical Requirements:
</b></h2><h2 class="jobSectionHeader"><b>Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
</b></h2><ul><li><h2 class="jobSectionHeader"><b>Domestic Travel &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>International Travel &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Performing sedentary work &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Performing multiple tasks &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Operating standard office equipment - Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Responding quickly to sounds &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Sitting &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Standing &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Walking &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Moving safely in confined spaces &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Lifting/Carrying (over 25 lbs.) &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Squatting &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Bending &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Kneeling &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Crawling &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Climbing &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Reaching overhead &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Reaching forward &ndash; Occasional
</b></h2></li><li><h2 class="jobSectionHeader"><b>Pushing &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Pulling &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Twisting &ndash; Never
</b></h2></li><li><h2 class="jobSectionHeader"><b>Concentrating for long periods of time &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Reading, writing and comprehending instructions &ndash; Continuous
</b></h2></li><li><h2 class="jobSectionHeader"><b>Adding, subtracting, multiplying and dividing &ndash; Continuous
</b></h2></li></ul><h2 class="jobSectionHeader"><b>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.
</b></h2><p></p><p><b>Who We Are
</b></p><p>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 help clients meet their needs today and prepare for tomorrow. 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. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
</p><p></p><p><b>Our Total Rewards Package
</b><br>
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<br>
<br>
</p><p><b>Additional Information:
</b><br>
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.
<br>
<br>
<b>Colleague Development
</b><br>
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD &ndash; and we&rsquo;re committed to helping you identify opportunities that support your goals.
<br>
<br>
<b>Training &amp; Onboarding
</b><br>
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
<br>
<br>
<b>Interview Process
</b><br>
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.<br>
</p><p><br>
<b>Accommodation
</b></p><p>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.
</p><p></p><p>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.</p></div>

VP - Fixed Income and Credit Quantitative Analyst

REFINED

<p><b>Commercial Real Estate Analyst + Loan Closer</b></p><p><b>Leviathan CapitalLocation:</b> New York, NY (In-Office)<b>Compensation:</b> Base Salary + Commission Participation</p><p><b>About Leviathan Capital</b></p><p>Leviathan Capital is a New York&ndash;based commercial real estate capital markets firm specializing in <b>debt placement, structured finance, and advisory services</b> for owners, developers, and investors nationwide. We arrange financing across <b>bridge, agency, construction, mezzanine, and preferred equity</b> with a focus on <b>multifamily, mixed-use, industrial, and development properties</b>.</p><p>Our culture is entrepreneurial, collaborative, and execution-driven. Analysts at Leviathan are true members of the deal team and gain meaningful exposure to real transactions, capital partners, and experienced leadership.</p><p><b>The Role</b></p><p>We are seeking a <b>Commercial Real Estate Analyst</b> <b>&amp; Loan Closer</b> to support live financing and investment assignments from initial underwriting through closing. This role offers hands-on exposure to transaction execution, capital structuring, and lender relationships in a fast-moving, supportive environment.</p><p>This is an excellent opportunity for an analyst who wants to sharpen technical skills while directly participating in the firm&rsquo;s deal activity and success.</p><p><b>Key Responsibilities</b></p><ul><li>Underwrite acquisitions, refinances, bridge loans, construction, and transitional deals</li><li>Build and review cash flow models for multifamily, mixed-use, industrial, retail, and development assets</li><li>Analyze rent rolls, operating statements, and capital expenditure budgets</li><li>Size and evaluate LTV, LTC, DSCR, debt yield, and return metrics</li><li>Prepare lender submissions, offering memoranda, and investor materials</li><li>Conduct market research on rents, sales comparables, and financing terms</li><li>Perform sensitivity and scenario analyses</li><li>Coordinate with originators, lenders, borrowers, attorneys, and third-party vendors</li><li>Assist with capital raising efforts and investor reporting</li></ul><p><b>Required Qualifications</b></p><ul><li>1&ndash;4 years of experience in real estate finance, lending, private equity, brokerage, or investment sales</li><li>Strong Excel and financial modeling skills</li><li>Solid understanding of core real estate finance metrics (DSCR, IRR, cap rates, LTV, LTC)</li><li>Experience with multifamily underwriting preferred</li><li>Highly organized with strong attention to detail</li><li>Positive attitude and ability to work well in a team-based environment</li></ul><p><b>Preferred</b></p><ul><li>Exposure to bridge, construction, or structured finance</li><li>Prior experience at a lender, capital advisory firm, or investment shop</li></ul><p><b>Compensation &amp; Growth</b></p><ul><li>Competitive base salary</li><li>Commission participation tied to deal activity</li><li>Clear path for advancement into Senior Analyst or Associate</li><li>Direct exposure to experienced capital markets professionals and national lenders</li></ul><p>Job Type: Full-time</p><p>Pay: $72,000.00 - $120,000.00 per year</p><p>Work Location: In person</p>

Commercial Real Estate Analyst + Loan Closer

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