analyst, finance

analyst, fund strategies Jobs in New York

analyst, fund strategies

fixed income business analyst Jobs in New York

fixed income business analyst

investment banking - strategic investors group (sig) m&a - vice president Jobs in New York

investment banking - strategic investors group (sig) m&a - vice president

investment banking summer analyst – summer 2026 Jobs in New York

investment banking summer analyst – summer 2026

senior investment analyst

Toll Brothers

<div><div><b>Join an award-winning company!</b></div><div></div><div><b><br>
Who are we?</b></div><div></div><div><br>
Since 1967, Toll Brothers has been building luxury homes and communities in the best locations in the U.S. Today, we&rsquo;re a Fortune 500 company operating in over 50 markets across more than 20 states. We&rsquo;re the country&rsquo;s premier luxury builder with the widest range of products in the industry, including traditional single-family homes, active adult, hi-rise condos, apartment rentals, urban redevelopment, and student housing.</div><div></div><div><br>
From the homes we build to the talent we recruit, we know that to be the best, we have to work with the best. Toll Brothers is a place where diverse perspectives and experiences are welcomed and where employees of all backgrounds are treated with fairness, dignity and respect. We believe every employee should feel safe to be their true and authentic self at work. Our employees are our family, and we strive to uphold the values that our founders instilled in us, creating an exceptional place to work that is inclusive to all.</div><div></div><div><b><br>
Toll Brothers</b>, America's leading luxury home builder, seeks a <b>Senior Investment Analyst </b>for our division in New York City, New York.</div><div></div><div><b><br>
What is the opportunity?</b></div><div></div><div><br>
This position is on-site 5 days per week</div><div></div><div><br>
Toll Brothers City Living is hiring an Investment Analyst for its New York area investments team. Candidates should have deep experience working through the full lifecycle of real estate transactions, preferably with exposure to ground up condominium development. Candidates must be proactive, quantitative, creative, and collaborative.</div><p></p><div><b><br>
What are the primary responsibilities?</b></div><ul><li>
Qualify, diligence, underwrite and help execute the acquisition of ground up condominium development sites and conversion opportunities</li><li>
Construct detailed and comprehensive financial models</li><li>
Prepare thoughtful and compelling deal memos and investment books</li><li>
Create thorough market research reports and competitive set analyses.
</li><li>Co-ordinate closing due diligence and interface with equity partners and lenders
</li><li>Work with group leadership to conceptualize and formulate investment strategies
</li><li>Work with the development and construction teams to execute project business plans through the full lifecycle of development.
</li></ul><p><b>Does this describe you?</b></p><ul><li>
Expert financial modeling skills, with an emphasis on building and auditing complex cashflows and formulas in Excel</li><li>
Understanding of the fundamentals of real estate development, finance, and valuation, including property-level due diligence, real estate law and construction
</li><li>Experience with New York area transactions and/or developments</li><li>
Ability to clearly articulate the Toll Brothers narrative, strategy and value proposition to investors, sponsors, brokers, and other potential collaborators
</li><li>Self-motivated and team-oriented, with strong time management skills and the ability to prioritize deadlines.</li></ul><div>
This is an excellent opportunity to join one of the nation's most respected Fortune 500 companies!</div></div>
<br><div><h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<div><b>Do you have these qualifications?</b></div><ul><li>
Essential:<ul><li>
2-4 years of relevant underwriting work experience, including direct real estate investing experience (ideally at a top-tier real estate development or investment firm)</li><li>
Bachelor&rsquo;s degree (graduate degree preferred).</li></ul></li></ul><div>
The salary for this position is $110,000-$125,000 plus an annual discretionary bonus.</div><div></div><div><br>
We offer an excellent compensation and benefits package that includes comprehensive medical/dental, 401(k) with a company match, discounted stock purchase, discounts on mortgages, homes, and much more!</div><div></div><div><b><br>
Come see why Toll Brothers has been attracting and retaining some of the best professionals in the industry!</b></div><div></div><div><b><br>
APPLY ONLINE TODAY!</b></div><div></div><div><br>
Toll Brothers is committed to ensuring equal employment opportunity. All employment decisions, policies, and practices are in accordance with applicable federal, state, and local anti-discrimination laws. Toll Brothers will not engage in or tolerate unlawful discrimination (including any form of unlawful harassment) on account of a person's sex (including pregnancy), age, race, color, religion, national origin, ancestry, citizenship, physical or mental disability, sexual orientation, gender nonconformity, status as a transgender individual, gender identity, genetic information, marital status, family responsibility, armed services, or any other status protected by law.</div></div><div></div>

Senior Investment Analyst

PKF O'Connor Davies

<p></p><div><p><b>About PKF Investment Banking:</b></p>
<p>
PKF Investment Banking is seeking an Investment Banking Summer Analyst for Summer 2026 to join our rapidly growing M&amp;A advisory practice. PKF Investment Banking (www.pkfib.com) is the investment banking affiliate of PKF O&rsquo;Connor Davies, LLP; focused on providing the highest level of M&amp;A advisory services to private and publicly owned companies across a broad range of industries. PKF Investment Banking is committed to building a leading investment banking firm serving the middle market with strong values and an outstanding work environment.</p>
<p>
PKF O&rsquo;Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. &ldquo;Know Greater Value&rdquo; speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. &ldquo;PKF O&rsquo;Connor Davies&rdquo; is the brand name under which PKF O&rsquo;Connor Davies LLP and PKF O&rsquo;Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O&rsquo;Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O&rsquo;Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services. For more information, please visit pkfod.com.</p>
<p><b>
Duties and Responsibilities:</b></p>
<p>
Successful candidates should have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, and be motivated by the prospect of joining an entrepreneur-minded firm supported by a leading accounting and advisory platform.</p>
<p>
As part of the PKF Investment Banking team you&rsquo;ll be working hands-on with family- and founder-owned businesses in the lower middle-market and be given exposure to a wide range of industries. Over the course of the summer, you will work closely with the team in preparing analyses and valuation materials, participating in due diligence, supporting the execution of M&amp;A transactions, in addition to ad hoc data and research requests related to our M&amp;A processes and market tracking.</p>
<p><b>
Key Responsibilities:</b></p>
<ul>
<li>Prepare business, financial, and operational analyses to assist deal teams on transactions and internal deal processes</li>
<li>Analyze industry and company-specific information, including conducting detailed research and financial statement analysis</li>
<li>Collaborate with senior professionals and deal teams on all aspects of investment banking transactions</li>
<li>Develop marketing materials and client presentations while engaging with senior bankers, clients, lawyers. accountants and other industry professionals</li>
</ul>
<p><b>Knowledge, Skills &amp; Abilities:</b></p>
<ul>
<li>Excellent communication skills, both written and oral, as well as the ability to develop meaningful relationships</li>
<li>Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment</li>
<li>Strong analytical skills and problem-solving abilities</li>
<li>Strong attention to detail and organization</li>
<li>Ability to work independently and as part of a broader team</li>
</ul>
<p><b>Education and Experience:</b></p>
<ul>
<li>Bachelor&rsquo;s degree in Finance, Economics, Accounting or a related field, with expected graduation in December 2026 or Spring 2027</li>
<li>Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook</li>
<li>Working knowledge of financial statements and accounting information</li>
<li>Prior relevant internship experience considered a plus but not required</li>
</ul>
<p><b>Location:</b></p>
<p>
New York City, NY</p>
<p><b>
Compensation:</b></p>
<p>
The compensation for this position ranges from $25.00 - $30.00 per hour. Actual compensation will be dependent upon the specific role, office location as well as the individual&rsquo;s qualifications, experience, skills, and certifications.</p>
<p><b>
Additional Information:</b></p>
<p><i>
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.</i></p>
<p><b><i>
To all staffing agencies: </i></b><i>PKF O'Connor Davies, LLP (&ldquo;PKFOD&rdquo;) </i><b><i>will not</i></b><i> be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.</i></p>
<p><i>
We are only considering individuals who are authorized to work in the United States. We will not sponsor work visas.</i></p>
<p>
#LI-TK1</p><p></p><p>
Equal Opportunity Employer<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Investment Banking Summer Analyst – Summer 2026

Mondrian Alpha

<div>
 <p>
  An expanding quant/systematic prop-trading firm are looking to make a newly created hire for its New York HQ office.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The hire will join a new &lsquo;investment pod&rsquo;, working with a high calibre investment team, as an operations analyst with ownership for a specific group of tasks focused on this particular investment strategy. The hire will also own specific projects for the desk &ndash; they are typically focused on process automation / improvements for the line tasks that you run. Those projects, alongside BAU work having a core focus on analysing large volumes of complex data, allows the hire to learn SQL, Python and VBA to a strong standard in this role.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The hire can progress into either a supervisory/managerial role or a trading assistant position most likely, however moves into risk or trading operations engineer (quant) roles are possible, as are transfers to one of the firm&rsquo;s emerging / expanding offices overseas.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The firm have rock bottom attrition since they formed &ndash; employees work in a fantastic office environment / culture, they receive fully subsidised breakfast / lunch / snacks daily, receive a fantastic benefit package + the firm have flexibility around an employee&rsquo;s preference to work from home (albeit ideally the hire will work from the office at least 3 days per week).
 </p>
 <p>
  <br/>
 </p>
 <p>
  Candidates should have 1-3yrs relevant operations/middle office/trade support experience, a relevant degree with high GPA / generally very strong academics + some form of advanced tech skills.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The role pays a base salary towards the top end of the market for a role at this experience level + a bonus potential that will allow a strong performer to earn a $200k+ year one TC (the variable either side of this pending performance of both the investment pod and the individual).
 </p>
</div>


Operations / Middle Office Analyst (Trading Desk) - Leading Prop Trading firm – $200k+ TC– WFH flexibility

Barclays

<div><p>Join us as an IB Analyst, Communications and Media Group at Barclays where you&rsquo;ll have the chance to provide innovative financial solutions tailored to our clients&rsquo; needs. You will be working on a variety of assets and assignments across the sector, while supporting the Communications and Media Group team. You&rsquo;ll make use of your communication skills to effectively interact with internal and external stakeholders, ensuring fast and unparalleled customer service to our clients.</p><p></p><p>
To be successful as an IB Analyst, Communications and Media Group you should have:</p><p></p><ul><li><p>
Experience building and maintaining complex models for media, telecom, and digital businesses to support strategic decision-making</p></li><li><p>
Proficiency in interpreting and evaluating income statements, balance sheets, cash flow statements, and complex debt structures</p></li><li><p>
Experience in supporting high-profile transactions, including M&amp;A, IPOs, and secondary offerings</p></li></ul><p></p><p>
Some other highly valued skills may include:</p><p></p><ul><li><p>
Creating client-ready materials showcasing valuation, deal structures, and strategic insights</p></li><li><p>
Collaborate with senior bankers and clients to deliver actionable recommendations and transaction updates</p></li><li><p>
Conducting deep-dive research on communications and media sectors, including competitive benchmarking and trend forecasting</p></li></ul><p></p><p>
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p><p></p><p>
This role is located in the New York, NY office.</p><p></p><p>
This role is regulated by FINRA</p><p></p><p>
Minimum Salary: $110,000</p><p>
Maximum Salary: $135,000</p><p></p><p>
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p><p></p>
<p><b>
Purpose of the role</b></p><p>
To build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies</p><p></p><p><b>
Accountabilities</b></p><ul><li>
Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends. .</li><li>
Generation of ideas and identification of opportunities that expand the bank's client base and generate new business opportunities. .</li><li>
In-depth financial analysis and due diligence on client companies to assess their financial health and valuation. .</li><li>
Collaboration with legal and compliance teams to review, draft, and maintain legal documentation required for transactions, including contracts and agreements. .</li><li>
Collaboration with other teams, such as Capital Markets, Sales and Trading, Research, and Risk Management, to provide comprehensive solutions to clients. .</li><li>
Champion Energy Transition and Sustainability by engaging with clients on their climate, transition strategies and sustainable finance opportunities where applicable. .</li><li>
To build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies. .</li></ul><p></p><p><b>
Analyst Expectations</b></p><ul><li>
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.</li><li>
Requires in-depth technical knowledge and experience in their assigned area of expertise</li><li>
Thorough understanding of the underlying principles and concepts within the area of expertise</li><li>
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li><li>
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.</li><li>
Will have an impact on the work of related teams within the area.</li><li>
Partner with other functions and business areas.</li><li>
Takes responsibility for end results of a team&rsquo;s operational processing and activities.</li><li>
Escalate breaches of policies / procedure appropriately.</li><li>
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.</li><li>
Advise and influence decision making within own area of expertise.</li><li>
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li><li>
Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.</li><li>
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li><li>
Make evaluative judgements based on the analysis of factual information, paying attention to detail.</li><li>
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</li><li>
Guide and persuade team members and communicate complex / sensitive information.</li><li>
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.</li></ul><p></p><p>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

IB Analyst, Communications and Media Group

Lazard

<div><p>Fixed Income Business Analyst</p>
<div><div><div><div><div><div><div><div><div><p><b>Region</b><b>
</b></p><div><p>Americas
</p></div></div><div><p><b>Business Unit</b><b>
</b></p><div><p>Asset Management
</p></div></div><div><p><b>Location</b><b>
</b></p><div><p>New York
</p></div></div><div><p><b>Job Description</b><b>
</b></p><div><div><p>Lazard is one of the world&rsquo;s preeminent financial advisory and asset management firms. <b>Our people and culture make the difference</b>. While global in presence and reach, ours is a close, collaborative<b> </b>community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward &mdash; and for careers to take flight.</p><p>
Many of the world&rsquo;s leading investors &mdash; from individuals to institutions across the globe &mdash; have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future &mdash; whether it&rsquo;s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.</p><p>
LAM Fixed Income Technology is looking for a business analyst who will be part of the Fixed Income Technology team. This team partners with global fixed income investment teams to support and enhance current processes, and to ensure each team's investment processes are integrated correctly with the Bloomberg PORT Enterprise for performance, attribution, and risk reporting. This role will challenge the candidate to crystallize requirements, define best practices, and work with the vendor, internal technology, and business stakeholders to meet project deliverables.</p><p></p><p><b><br>
We&rsquo;ll trust you to:
</b></p><ul><li>Collaborate with the business to gather and document business requirements and functional specifications, document minutes and track takeaways.</li><li>
Analyze and evaluate business requirements as it relates to large scale financial implementation projects, while providing hands-on expertise throughout implementation.</li><li>
Ensure deliverables meet product requirements, and work with end users and project stakeholders to define best practices.</li><li>
Evaluate business processes, identify areas for improvement, and develop and implement solutions.</li><li>
Understand upstream and downstream processes relevant to area of expertise.</li><li>
Work in a dynamic environment, partnering with fast-paced agile teams, to deliver quality software solutions to complex business problems.</li></ul><p></p><p><b>
You&rsquo;ll need to have:
</b></p><ul><li>At least 3-5 years business analyst experience in IT.</li><li>
Experience in the areas of Portfolio Analysis, Fixed Income securities/OTC/Derivatives and reporting.</li><li>
Solid grasp of MS Office tool suite, SQL with a proven skillsets on create and update queries.</li><li>
Working knowledge with JIRA/Confluence, MS Excel VBA/Macro.</li><li>
Ability to collaborate as part of a team and take on additional responsibilities.</li><li>
Strong verbal and written communication skills.</li><li>
Bachelor&rsquo;s or advanced degree required.</li><li>
Relevant experience in financial services or asset management.</li></ul><p></p><p><b>
It is a bonus to have:
</b></p><ul><li>Knowledge of Bloomberg PORT/AIM.</li><li>
Functional knowledge of risk and attribution reporting.</li><li>
Excellent organizational skills: handle multiple projects and timelines while being detail oriented.</li><li>
Accountability and willingness to be pro-active in learning and improving the quality of deliverables and efficiency of processes.</li></ul><p></p><p><b>
What we offer</b></p><p>
 We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.</p><p>
 We expect the base salary range for this role to be approximately $130,000 &ndash; $160,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant&rsquo;s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management&rsquo;s compensation package, which also includes comprehensive benefits and may include incentive compensation.</p><p></p><p><br>
 <b>Does this sound like you?</b></p><p>
Apply! We&rsquo;ll get in touch and let you know the next steps.</p><p></p><p><b><br>
Representation at Lazard</b></p><p>
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.</p><p>
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.</p></div></div></div></div></div></div></div></div></div></div></div></div><p></p>

Fixed Income Business Analyst

GLOBAL X ETFs

<div><p><b>About the Role</b></p><p>
Global X is seeking a highly motivated and accomplished attorney to join its Legal team as Senior Product Counsel. This role is ideal for an experienced Investment Company Act of 1940 (&ldquo;1940 Act&rdquo;) practitioner who can lead complex ETF product work, support strategic initiatives, and serve as a seasoned partner to the Associate General Counsel and General Counsel.</p><p>
The Senior Product Counsel will play a central role in innovative ETF launches and ongoing regulatory support, and serve as a legal operator on strategic business initiatives.</p><p><b>
Primary Responsibilities</b></p><ul><li><p><b>
ETF Launches &amp; Product Management</b></p><ul><li><p>
Lead the legal workstreams for complex ETF launches and product enhancements, from concept through effectiveness.</p></li><li><p>
Draft, review, and manage Form N-1A preparation, related registration filings, SEC correspondence, and regulatory strategy.</p></li><li><p>
Advise internal teams (product, portfolio management, operations) on ETF structuring, investment strategies, derivatives usage, and disclosure issues.</p></li><li><p>
Coordinate with internal stakeholders and external counsel on SEC filings and regulatory questions.</p></li></ul></li><li><p><b>
Strategic Initiatives &amp; New Business Lines</b></p><ul><li><p>
Act as the legal lead on strategic initiatives like new product verticals, new entity structures, and adjacent business lines.</p></li><li><p>
Advise on regulatory frameworks, risk considerations, and operational implications for new ventures.</p></li><li><p>
Develop scalable legal processes, documentation, and best-practice frameworks to support expansion.</p></li><li><p>
Partner cross-functionally (product, compliance, operations, etc.) to operationalize new initiatives.</p></li></ul></li><li><p><b>
Ongoing Fund Regulatory &amp; Disclosure Governance</b></p><ul><li><p>
Oversee continuous maintenance of fund registration statements, prospectuses, and disclosure documents for assigned ETFs.</p></li><li><p>
Manage the annual 15(c) response and annual fund update process.</p></li><li><p>
Manage the preparation and review of shareholder reports and Form N-CSRs.</p></li><li><p>
Provide guidance on regulatory developments affecting ETFs (e.g., rulemaking, derivatives rule compliance, valuation, liquidity).</p></li><li><p>
Manage SEC comments and routine regulatory inquiries for assigned ETFs</p></li><li><p>
Prepare or review board materials, resolutions, regulatory memoranda, and governance documentation.</p></li></ul></li><li><p><b>
General &amp; Transactional Support</b></p><ul><li><p>
Review and negotiate key service provider, vendor, and fund-related agreements (e.g., custodian, administrator, index providers).</p></li><li><p>
Provide support on complex cross-border regulatory questions escalated from the International Product Counsel and assist in reviewing global distribution frameworks.</p></li><li><p>
Support regulatory inquiries, examinations, and internal legal projects.</p></li><li><p>
Support corporate legal matters, including IP (licensing, trademark inquiries) , and escalated immigration matters.</p></li></ul></li></ul><p><b>
Required Skills &amp; Experience</b></p><ul><li><p><b>
Education &amp; Licensure:</b> J.D. from an accredited law school; Admission to the New York Bar or eligibility for NY in-house registration</p></li><li><p><b>
Experience:</b> 8&ndash;15 years of legal experience in the 1940 Act is required (in-house experience preferred). Experience with ETFs, large-scale project management, registered fund launches, and ongoing maintenance is highly preferred.</p></li><li><p><b>
Capabilities</b>:</p><ul><li><p>
Deep understanding of a registered investment adviser&rsquo;s operational workflows.</p></li><li><p>
Must be a strategic thinker with a high degree of ownership, organizational excellence, and the proven ability to manage multiple high-stakes workstreams in a fast-paced environment.</p></li><li><p>
Strong drafting, analytical, and issue-spotting skills , with the ability to distill complex regulatory concepts into clear, actionable business guidance.</p></li></ul></li></ul><p><b>
Our Offering</b></p><p>
Global X offers a competitive salary and benefits package and a hybrid schedule, with three days a week in our New York City office. The salary range for this role is $225,000 - $275,000, with a discretionary bonus. This is an opportunity to be a key contributor and a valued team member in a rapidly growing firm at the forefront of the ETF industry. Global X is a performance-driven environment that values and rewards the contributions of every individual.</p><p><b>
About Global X</b></p><p>
Global X is the investment adviser to the Global X Funds and a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across global markets. Global X was founded in 2008 with the mission of listening to and empowering clients to invest wisely in unexplored and intelligent solutions. With approximately $54 billion in assets under management as of January 2024, Global X currently offers exchange-traded funds in the Thematic Growth, Income, Core, International Access, Commodities, Alpha and Risk Management fund suites. For more information, please visit <b>www.globalxetfs.com</b>.</p><p>
Compensation Range: $225K - $275K</p></div>

Senior Product Counsel

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Join J.P. Morgan&rsquo;s Corporate Advisory group to help clients enhance their impact in the global economy. We offer comprehensive advice and capital solutions, collaborating with teams across the Commercial &amp; Investment Bank and Corporate Sustainability. Our six sub-businesses, including Corporate Finance and Climate Advisory, provide centralized access to sustainability-focused solutions. As a business manager, you'll optimize performance, influence strategic initiatives, and mitigate risks, adapting to the priorities of various business lines.</p><p>
As the Business Manager supporting the Corporate Advisory group within the Investment Bank, you will be interfacing with a variety of internal counterparts across the firm. The role is an excellent opportunity to gain exposure to a broad spectrum of businesses, multiple asset classes across geographies, including working closely on the Firm&rsquo;s Sustainable Development and financing decarbonization goals. You will work closely with the business as well as functional partners and multiple stakeholders. You will support the business in a broad range of areas and this responsibility will involve effective coordination with key stakeholders across the firm. You will need to establish a large network throughout all functions supporting the business: Risk, Legal, Compliance, Business Control, Technology, Chief Data Office, Finance, and others. This is a time-pressured and high-profile position which is instrumental in assisting/advising senior management and in coordinating the deployment of the bank&rsquo;s corporate resources to address strategic and tactical objectives.</p><p><b>
Job responsibilities</b></p><ul>
<li>Liaise with Front Office, Sustainability team, Strategy team, Risk, Finance/Controllers, Compliance, Legal and other internal functions</li>
<li>Provide leverage to the management and execution of priorities including developing business processes and controls, technology solutions ideas and project management</li>
<li>Support the Global Business Manager as a trusted advisor to the heads of Corporate Advisory verticals, and represents the group on various forums</li>
<li>Lead Business Performance Management - business reviews, competitive positioning, resource management, vendor management</li>
<li>Proactively highlights and resolves issues and risks that impact the business, liaising closely with firm wide risk, control and legal &amp; compliance functions</li>
Understand process and governance of existing market and climate related data management frameworks within the Firm and identifies synergy and scalability opportunities<br>
<li>
</li></ul><p><b>Required qualifications, capabilities and skills</b></p><ul>
<li>Experience with or interest in Investment Banking, sustainability, climate transition and adaptation</li>
<li>Robust understanding of Investment Banking products, and broader CIB products and decision-making processes</li>
<li>Relevant professional qualifications in finance, accounting, economics or equivalent experience</li>
<li>Excellent analytical, critical thinking and quantitative analysis skills; proficient in Excel modelling and comfortable working with large datasets</li>
<li>Very strong Excel and PowerPoint skills</li>
<li>Ability to convey information clearly, accurately and succinctly (both written and verbally) with strong attention to detail and high quality of work</li>
<li>Ability to excel and maintain a positive attitude in a high-performance, fast-paced professional environment</li>
<li>Strong interpersonal skills and the ability to work collaboratively and professionally in a small team and with senior stakeholders</li>
<li>Ability to draft high-impact presentations and documentation</li>
<li>Excellent analytical and interpersonal skills</li>
<li>Strong time management skills with ability to manage multiple projects and time sensitive deliverables</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>
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<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Corporate Advisory Business Management - Associate

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