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FINANCIAL ADVISOR WORLD
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Banking and Structuring Analyst -- Midtown Broker/Deal (Midtown)
21 Feb 2012 at 1:09pmBroker/Dealer located in Midtown is looking for a talented and motivated individual to join their structuring and modeling team. The candidate will work within a cross-asset platform creating, validating and reviewing financial and cash flow models covering whole loans, RMBS, ABS and solar financing. The right candidate is self-motivated, driven by entrepreneurial possibilities and comfortable working in a fast paced environment.
Job Responsibilities: The candidate will
Be involved in various stages of model development, validation and review process.
Maintain and update existing models.
Create, analyze and summarize scenario analysis for specific assets as requested by Senior Management.
Prepare investor presentations and marketing materials
Qualifications: Qualified individuals must have
1 to 2 years experience working with financial models and cash flow analysis (internship experience acceptable)
Proven Excel/VBA modeling experience.
Ability to frame and solve a problem quickly without a high degree of guidance.
Excellent communication skills and entrepreneurial aspirations.
Must be detailed oriented and precise.
Bachelors degree in quantitative major preferred. Other degrees will be considered with sufficient Excel modeling experience. Coursework in accounting and or finance a plus.
Previous internship or experience working in trading or banking a plus.
Qualified candidates please submit resume via email and provide a brief description of your relevant experience in the body of the email.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Google New York Finance Opportunities (Chelsea)
21 Feb 2012 at 12:01pm
Google New York Finance Opportunities
Google New York is the place to be for software engineers who want to push the limits on distributed systems, scale and performance. Here, we work on projects of massive scale, develop and build great systems, and produce quick and accurate solutions to challenging problems. At all times, we match projects with our employees' background and interests.
Google Finance is an ideal place to work for those who prefer to stay on the right side of the balance sheet and enjoy watching cash flow in a positive direction. Here, seasoned professionals in accounting and finance focus on developing global processes, providing financial analysis, and managing financial operations so that Google remains a vibrant and healthy enterprise.
See all of our open Finance positions at Google New York!
Featured Positions
Senior Financial Analyst, Americas Agency Business - New YorkFinancial Analysts ensure that Google makes sound financial decisions. Our team of Financial Analysts foster the financial health of our organization by partnering closely with our various functions, tracking performance metrics and creating financial models. Our Financial Analysts are up to date with the latest economic trends and apply knowledge around rates of return, depreciations, working capital requirements and investment performance to the projects at hand. As a Financial Analyst, you are called upon to build complex scenarios analyses that serve as the basis for recommendations that leaders of the business draw from to make critical strategic decisions. A master juggler working on multiple projects at a time, you maintain a consistently high level of attention to detail while finding creative ways to tackle financial challenges. Qualifications include:
Minimum Qualifications:- Bachelor's degree in Business, Finance, or Accounting. (In lieu of degree, 4 years relevant work experience).
- 4 years of solid work experience in finance, i-banking or strategy consulting (if consulting, should have very strong quantitative orientation)
- Experience writing SQL queries and pulling data from relational databases
- Strong excel skills with experience creating financial dash-boards or models
- Excellent analytical, communication and interpersonal skills.
- Excel modeling, PowerPoint, and SQL skills.
See all of our open Finance positions at Google New York!
Learn more about Google's Finance teams and opportunities!
- Compensation: DOE
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Junior Credit Analyst
21 Feb 2012 at 7:37amJunior Credit Analyst
50K + 30-40%
Billion dollar global investment banking conglomerate seeks (English and Fluent Japanese a MUST) degree with 1-2 years working as corporate credit analyst in a commercial bank. Knowledge of general banking business and transactions are required. Prepare credit and rating applications for credit approvals. Analysis of customers financial data and related market information. Monitor customers creditworthiness analyzing financial status in an industrial environment. Meet and call customers for their financial information and report to management. Liaise with credit departments and prepare work for internal audit and regulatory examinations. Negotiate and discuss loan agreements for documentation purposes. MS Suite. Any PDF a +.
Submit resume in Word format
- Compensation: 50K + 30-40%
- Principals only. Recruiters, please don't contact this job poster.
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Commercial Loan Analyst (Midtown West)
18 Feb 2012 at 6:53pmFounded in 2007, Biz2Credit (www.biz2credit.com), is an online small business platform that creates access to a competitive environment of lenders to empower the entrepreneur. The online platform matches entrepreneurs with credit solutions based on their business profile and preferences in a safe and price transparent environment. We have a patented technology which is used by over 100 major banks in the US, credit rating agencies like Dun & Bradstreet, as well as major SMB service providers like Dell. Biz2Credit was ranked among 100 top emerging companies in the US by KPMG and Stanford University in 2008 as well as the No. 1 financing resource by Entrepreneur magazine in the fall of 2009. With over $400 million in funding and over 150,000 SMB users in the US, we are the market leaders in this space.
Job Description: The primary function of the Commercial Loan Analyst is to ensure the timely and accurate packaging of all loans originated through our web platform or through referral partners.
Responsibilities:
• Gather information and take each lead from pre-qualification to closing
• Input proper loan information into the system for processing
• Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy.
• Review file documentation and make sure all items needed are requested
• Order and coordinate loan documents
• Meet crucial deadlines requested
• Perform any additional duties/activities assigned by management
Requirements:
• Must be highly organized
• Must be able to multitask
• Should be familiar with credit scores/reports, DTI, LTV, tax returns, and financial statements
• Minimum 2 years experience in commercial/residential mortgage, financial services, or banking industry
• Minimum Associate's degree
• Must be proficient in MS Office Suite and web savvy
• Excellent communications skills, both verbal and written
• Ability to thrive in a fast paced environment
Only qualified candidates will be contacted.
Competitive salary, bonus, and benefits available.
- Principals only. Recruiters, please don't contact this job poster.
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TREASURY ANALYST (Melville, NY)
17 Feb 2012 at 5:58pmTREASURY ANALYST Reliance first Captial, LLC, A financial services firm located in Melville, NY, is seeking a Treasury Analyst, to join our growing organization.
Essential Job Functions:
-Preparation of cash flow projections for daily liquidity requirements
-Work with warehouse lines on daily funding requests
-Reconciliation and maintenance of bank accounts and balances
-Assist in loan sale transactions - Reconcile purchase advices, submit reports to accounting, MERS transfers, Goodbye letters, etc.
Requirements:
-MUST be proficient in Excel
-Must possess strong analytical skills and meticulous attention to detail
-Mortgage banking experience a plus
We Offer:
-Competitive salary
-Medical, dental, and Vision Insurance
-Company paid Life, AD&D and LTD insurance
-401(k) participation
-Paid time off benefits
If you would like to be considered for this opportunity, please respond to this posting with a copy of your resume.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
- Location: Melville, NY
- Compensation: 35k - 40k
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Acquisitions Analyst(Private Equity) 0-2yrs exp.(GPA of 3.3 or better) (Stamf...
17 Feb 2012 at 11:49amACQUISITIONS ANALYST JOB DESCRIPTION POSITION:
This private equity real estate focused investment firm is seeking an Acquisitions Analyst for its offices in lower Fairfield County office to help the team with
acquisitions. Responsibilities will include underwriting new investments, performing due diligence and maintaining existing financial models. The Analyst will also be expected to perform market research and may be called on to assist in Asset Management or other ad hoc special assignments.
REQUIREMENTS
- 0-2 years of relevant work experience (real estate experience not required, but a plus). Candidates with more than 2yrs of work experience upon graduating from college should not apply.
- Position is a 2 year program with potential to extend based on performance.
- Demonstrated track record of high achievement in demanding professional and academic settings.
- Bachelor's degree from reputable university in finance, business or related area.
- Cultural fit is critical. Candidate should be highly motivated, energetic, independent and entrepreneurial,
flexible, and have very strong communication and interpersonal skills.
- Superior quantitative and analytical skills with working knowledge of Excel.
Compensation will consist of a competitive base salary and a discretionary bonus.
- Location: Stamford, CT
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Lead Data Quality Analyst for Elite Hedge Fund
17 Feb 2012 at 9:55amPosition Summary:
The Lead Data Quality Analyst leads a highly-motivated, first-rate research team that is charged with understanding, error-checking, and delivering the data necessary to drive the investment team's decisions. Lead Data Quality Analysts are personally responsible for first understanding the needs of the investment team and then leading a team of data analysts in finding, creating, and delivering high quality proprietary data to the investment teams.
Job Responsibilities:
• Working closely with some of the best investment minds in the industry in order to provide them with the data and research they need to drive their decisions
• Leading a team of data analysts in investigating, finding, and delivering financial and economic data
• Analyzing data sources for errors and inconsistencies, ensuring that future decisions have a solid and accurate foundation
• Helping improve and drive the process forward -- your contribution will be essential!
Position Requirements:
• Strong academic record at a top school
• Exposure to data vendors (Bloomberg, Factset, Thompson Reuters)
• Intellectual curiosity and an aptitude for problem solving
• Experience/exposure to project management is a plus
• An interest in finance
• Comfortable working with large data sets
• Sense of ownership and drive
• Ability to operate equally well in a team and individually
• 1+ years of related experience
• Eligible to work in the US without sponsorship
• Must be willing to relocate to greater New York City area
To Apply:
• Please send your resume (as a Word document) to talent@elmtalent.com - put only "Data Partner" in the subject line
• Please include your GPA and standardized test scores on your resume
Elm Talent Group specializes in matching elite early-career candidates with high-end firms in the finance, IT, and life science sectors. If you are interested in finding out more about our services or would like to schedule a scoping consultation, please visit our website at www.elmtalent.com
- Compensation: Very competitive salary and incredible career development!
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Data Management Analyst for Elite Hedge Fund
17 Feb 2012 at 9:54amPosition Summary:
As a Data Management Analyst, you will be responsible for ensuring new data solutions required by researchers are set up in the library in line with data management best practice -- including the definition, description, quality and usage of those assets. With coaching and mentoring from the Data Steward, you will learn why data management frameworks are key to delivering quality service to researchers and be able to evolve solutions delivery to higher level of quality.
You will be responsible for the day to day ingestion of content into the library, ensuring that all data is correctly loaded, profiled and concorded, and addressing exceptions. You will build a strong operational relationship with the technology operations team, third party vendors and future outsource partners to ensure you achieve your goals excellently, allowing you to cut through issues quickly to achieve a fast resolution and continually evolve the quality of our processes to higher levels.
As you evolve and grow in the role, you will develop expertise in data management practices, financial asset class domains and vendor / internal data management tools. The hedge fund provides training on markets and data through various classes, project work and mentorship.
Job Responsibilities:
• Setting up new data assets in the research data library
• Managing the ongoing ingestion of data assets to required standards of quality and timeliness
• Managing operational relationships with data source providers, internal customers and technology operations partners
• Handling content related queries from internal customers
• Strong financial data manipulation and analysis skills -- expertise in Excel required, SQL experience preferred
Position Requirements:
• Passion for data and the opportunities it affords
• 1-5 years of relevant experience
• Familiarity with one or more of the following data domains:
 Macroeconomic Data
 Market Data: Fixed Income, FX, Commodities, Equities, Derivatives (Options, etc.)
 Credit Data: ABS/RMBS/CMBS, Structured Derivatives, Loans
 Company Data: Fundamentals, Estimates, Ownership (Holdings), Corporate Actions / M&A Data, Legal Entities
• Experience in any of the following data specialties:
 Data management (ETL tools, metadata management, database management)
 Data manipulation (SQL, Excel based tools for analyzing and manipulating data)
 Data profiling (quality grading, data modeling, concordance / reference master management)
 Data governance and data quality management
• Strong analytical and diagnostic skills
• Experience working with data vendors and technology teams
• Comfort with giving and receiving criticism
• Eligibility to work in the US without sponsorship
• Must be willing to relocate to greater New York City area
To Apply:
• Please send your resume (as a Word document) to talent@elmtalent.com - put only "Data Analyst" in the subject line
• Please include your GPA and standardized test scores on your resume
Elm Talent Group specializes in matching elite early-career candidates with high-end firms in the finance, IT, and life science sectors. If you are interested in finding out more about our services or would like to schedule a scoping consultation, please visit our website at www.elmtalent.com
- Compensation: Very competitive salary and incredible career development!
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Portuguese Speaking Analyst at Growing Financial Knowledge Broker
17 Feb 2012 at 9:53amCompetitive salary and incredible career development!
Growing financial knowledge broker with offices in London and New York seeks analysts with 0-2 years of experience for its New York office. The firm's client base includes private equity firms, asset managers, strategy consultancies and senior corporate decision-makers.
Position Summary:
The analyst position represents a fantastic opportunity for undergraduates with to build their career within a fast-expanding international company with a great deal of projects focusing on Brazil. Working as an integral team member right from the start, you will be faced with new projects each day giving you exposure to the widest possible range of industries across the globe. You will work directly for senior decision-makers at leading investment firms, connecting them with the necessary expertise to find solutions to a myriad of global investment challenges.
Job Responsibilities:
• Executing necessary research tasks quickly and efficiently
• Managing clients and working to obtain new clients
• Connecting those that need expertise with the appropriate expert
Position Requirements:
• Bachelor's degree from a top school
• 3.3+ GPA
• 0-2 years of experience
• Strong communication skills; excellence in English is a must; fluency in another language is a strong plus
• An innate interest in understanding diverse industries
• Strong conceptual skills: able to synthesize information quickly; able to present material in an organized and clear manner
• Work experience in a client-facing role in research, consulting or financial services is a strong plus
• Drive: proactive and self-motivated; action bias with a strong sense of urgency
• Eligibility to work in the US without sponsorship
• Must be willing to relocate
To Apply:
• Please send your resume (as a Word document) to talent(at)elmtalent.com - put only "ASA Port" in the subject line
• Please include your GPA and standardized test scores on your resume
- Compensation: Competitive salary and incredible career development!
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Hedge Fund Operational Due Diligence Analyst needed (Midtown)
17 Feb 2012 at 9:31amHedge Fund Operational Due Diligence Analyst needed (Midtown)
Reputable Alternative Investment Fund is currently seeking an Operational Due Diligence Analyst who has experience auditing Hedge Funds to work in their Operational Due Diligence group. At least one to two years of experience is required for this position. The Operational Due Diligence Analyst role is responsible for performing due diligence on all non-investment-related areas of hedge funds, including operations, accounting, risk management and technology.
In addition to the above, this individual will be involved in analyzing hedge funds' financial statements, interviewing hedge funds' COO's, and devising Word reports on their findings. Experience auditing hedge funds from an operational perspective, either in a direct Operational Due Diligence role or as an outside consultant conducting such audits, is required, as this individual must be able to conduct such reviews independently.
CPA is preferred but not required.
This is a 6-month contract assignment that has the potential to be permanent. Thank you!
- Compensation: $28 to $32 per hour
- This is a contract job.
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Bilingual Spanish Business Analyst-Data Warehouse/Corporate Risk $65K (Midtown)
17 Feb 2012 at 8:27amSenior Specialist, Data Warehouse Management/Corporate Risk to $65K
Bilingual English/Spanish
Trilingual Japanese a plus
Prestigious International Financial Firm seeks a Senior Specialist to provide business line support in the In-house System Application and related systems in the Data Warehouse Management Department.
Responsibilities include:
· Utilize knowledge of Banking and Finance to deliver on-going training and support for system application. This includes training business users and assisting with initial user access set-up. Will also assist with system testing , issue tracking and resolution
· Coordinate with Data Warehouse Department and Head Office to organize UAT test plans, system testing, issue reporting and development of user manuals and training materials
· Provide ongoing communication and coordination with business line customers including resolving issues with branch closing, organization structure change and other projects that affect system
· Facilitate communication between team and users and Head Office. Coordinate user training and support for Latin American branches.
Requirements for position:
· 3-5 years Banking, Financial Services or related experience
· Excellent verbal and written communication skills
· Good problem solving and resolution skills
· Bilingual English/Spanish is required. Trilingual Japanese a plus.
· Business Analyst/Project Implementation experience a plus
· Bachelor's degree or equivalent
· Knowledge of or willingness to learn credit processes
· Knowledge/willingness to learn Data Warehouse
· Advanced PC Skills
· Knowledge of Business Objects or similar reporting tools a plus
Individual with Transactional Banking (FX Trade Deals) and strong Excel skills highly preferred.
- Compensation: $65,000
- Principals only. Recruiters, please don't contact this job poster.
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Director, Financial & Business Analysis, FEGS (SoHo)
16 Feb 2012 at 1:06pmFEGS Behavioral Health Residential division is seeking a Finance Director who can both understand our programmatic needs and provide budgetary, fiscal and administrative management to the Senior Vice President for Behavioral Health Residential Services.
F∙E∙G∙S is one of the largest and most diversified not-for-profit health and human services organizations in the U.S. With a budget of approximately $265 million and over 5,000 staff and volunteers, we assist more than 100,000 individuals and families a year through our programs in over 350 locations throughout the greater New York area.
As a leader in Residential Services, FEGS has a continuum of recovery-based housing, from service-enriched community residences and apartments to independent living arrangements with ongoing supports. The goal is to provide a supportive environment that encourages individuals to develop the skills necessary to transition to higher levels of independence as they reintegrate into the community. Position Details:
• Responsible for meeting performance-based fiscal and administrative objectives.
• Generate forecasts for budgets and levels of service delivery.
• Represent the agency and attends meetings internally and externally to ensure contractual compliance with all division contracts.
• Implement a Management Information System of financial and programmatic reporting at program sties.
• Produce variance analyses and productivity studies to assist program management and administration.
• Monitor all revenues, expenditures and levels of service to ensure adherence to budget and program goals.
• Assist management to ensure compliance with agency policies and government regulations.
• Assess administrative and program needs in financial area.
• Analyze departmental functions and recommends measures to improve fiscal areas.
• Supervise staff in carrying our budget and fiscal duties.
• Oversee all contracts within division to ensure compliance with accrediting and regulatory agency requirements.
• Interface with accounting to comply with all agency human resources policies and procedures.
• Track and processes all accounts payable vendor invoices.
• Manage all aspects of HUD funding and reporting.
BA Required. Masters Degree with specialization in business administration, finance, economics or related area, preferred. 5 years experience in health or human services programs as a budget analyst and or fiscal performance analyst including at least 2 years in supervisory level position. Must be computer literate including knowledge of spreadsheets, MIS User System and graphics reporting and posess excellent organizational, written and verbal communication skills.
Please apply online at www.fegs.org to P00081. Include resume and cover letter with salary information. FEGS offers a full and generous benefits package.
- Compensation: $80k
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Research Analyst - Temporary Assignment (Midtown West)
16 Feb 2012 at 9:26amThis is a phenomenal opportunity to join a premier Alternative Asset Management Firm!
Position: Research Analyst
Assignment: Temp - Perm
Location: Midtown
Responsibilities
• Prepare correspondence and requests for information
• Build strong partnerships with external service providers
• Review multiple confidential reports about companies and individuals
• Identify areas within the reports that require follow-up
• Ensure that applicable follow-up is obtained
• Summarize report findings within a proprietary database
• Analyze documents for accuracy
• Perform ad hoc research
Requirements
0-4 years work experience
Qualitative and Analytical Background
Exceptional detail-orientation and organizational skills
Excellent writing and communication skills
Bachelors Degree is a Must!
Financial Services Experience is highly desired!
- Principals only. Recruiters, please don't contact this job poster.
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Financial Analyst - Entry Level (Downtown)
15 Feb 2012 at 1:36pmGood analytical skills and knowledge of financial documents
Ability to analyze a large volume of information and documents
Ability to interpret and report on corporate and personal tax documents, business financial statements, and other business documents
Coordinate the Division's operating plan and forecast development, monthly close analysis and reporting, and ongoing financial analysis. Maintain a solid understanding of assigned business area(s) and related strategic objectives, reporting requirements and financial needs. Make recommendations and prepares presentations to senior management regarding financial and strategic activities for the business unit.
General Office Skills also Necessary: MS Word, Excel, Answering Telephones, Communicating with clients, Type at least 35 wpm, etc.
Good Attendance and Punctuality Necessary
Pays $15.69 per hour
- Compensation: $15.69 per hour
- Principals only. Recruiters, please don't contact this job poster.
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Investment Banking, Mergers and Acquisitions - White Plains, NY (Financial D...
14 Feb 2012 at 2:50pmInvestment Banking, Mergers and Acquisitions
Senior Advisor, Analyst & Associate Trainee - White Plains, NY IMPORTANT: Thank you for taking the time to read through our job description. As part of our screening process, in addition to submitting your resume, please leave a detailed voice message to help our recruiting staff evaluate your qualifications for this position and respond to you quickly. On the voice message, please provide your name, number and any relevant information regarding your qualifications for this position. Leaving a quality voice message is an important part of our recruiting process because these are all client facing positions and the voice message will help us evaluate your communications skill. Call: 203-200-0870. Only candidate leaving a voice message will be considered.
White Plains, NY: Boutique investment bank specializing in Mergers and Acquisitions in the Manufacturing, Distribution and Insurance sectors is looking to fill Senior and Associate level positions.
M&A Senior Advisor: We are looking to partner with experienced M&A professionals both in the US and Canada who can represent the company within their local area. If you are an independent investment banker or M&A professional who has been involved in successful transaction closings, turnarounds, private equity investor, private placements, retired executive or operator, you are a potential candidate for this position. The senior advisor should have exceptional client handling skills, a strong understanding of finance, the ability to sell services and stay committed to a transaction from beginning to close. The company can help with lead generation, deal flow and offer transaction guidance and advisory services. Senior Advisor Pay Structure: You will share in any retainer and success fees collected from your accounts. There is an option for a salary or a draw against future commissions upon closing your first transaction. If you reside near White Plains, you can work out of the White Plains office.
M&A Interns / Analyst / Associate Trainee: We are looking for candidates interested a career in M&A to assist our senior advisors in the M&A process including lead generation, buyer and seller interviews, valuations, creation of pitch books, solution-selling, applications/transaction updating and follow-up, etc. You do not need to have worked in an M&A office however, this position involves heavy phone work requiring a strong sales acumen and financial knowledge. Requirement: Bachelor's Degree or higher, minimum 1 year of corporate experience, corporate sales experience is a plus. Trainee Pay Structure: Shared fees, plus activity based pay of $30 to $40k upon closing your first transaction. The potential is $50k plus. Internships are a 6 months "exposure to M&A" program and are unpaid. Interns, Analyst and Associate Trainee position are full time in-house positions and require you to reside in White Plains.
Disclaimer: These are commission-based positions. Anyone unfamiliar with this type of compensation should not apply.
- Compensation: Shared fees, plus 30k to 40k salary or draw upon close of first transaction.
- Telecommuting is ok.
- This is an internship job
- Principals only. Recruiters, please don't contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Research Analyst (Greenwich, CT)
14 Feb 2012 at 12:47pmGreenwich, CT-based investment firm managing multiple hedge funds is looking for an Analyst with:
- strong financial training
- valuation and analytical skills
- strong interpersonal skills;
- excellent verbal and written communication skills;
- strong computer skills (MS Word, Excel, PowerPoint);
- dedication and attention to detail.
You will analyze potential investment opportunities as well as evaluate on an ongoing basis positions in the funds' portfolios. You will have a grounding in valuation work as well as some familiarity with corporate finance, mergers & acquisitions, the global marketplace and investment protocols. You will handle sensitive information with professionalism and integrity while communicating openly and often among team members. You will identify the best opportunities for the funds on a current basis while remaining sensitive to long term investment goals.
- Location: Greenwich, CT
- Principals only. Recruiters, please don't contact this job poster.
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- Please do not contact job poster about other services, products or commercial interests.
Investment/Planning Analyst (New York, NY)
14 Feb 2012 at 11:23amLow $60's + 30-40% Bonus
Billion dollar global investment banking conglomerate seeks degree with 2+ years (financial services experience a MUST) Prior experience in a sales or capital markets role a +. Understanding capital markets or an interest in learning about that field a +. Responsible to assist the team in fixed income investor relationship management. Involved in meetings with investors, prepare reports related to interest rate, mutual funds, and fixed income markets utilizing Bloomberg. Recommend a variety of new funding initiatives as well as involved in special projects. Must have analytical and mathematical ability as well as networking skills. Ability to work in a variety of different work cultures. MS Suite and Bloomberg.
Please submit resume in Word format
- Location: New York, NY
- Compensation: Low $60's + 30-40% Bonus
- Principals only. Recruiters, please don't contact this job poster.
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Senior Risk Analyst - 3736 - Manhattan,NY
13 Feb 2012 at 5:07pmClick Here to Apply Now
Senior Risk Analyst - 3736 - Manhattan,NY
The country's leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures. As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals. Join our team of over 15,000 professionals and you'll understand what drives our longstanding success: a promise of exceptional client service, a commitment to our communities, a focus on building long-term relationships, and a dedication to being the best employer you'll ever have. M&T is seeking a Senior Risk Analyst for their Buffalo, NY location.
Basic Function:
Responsible for providing empirically derived analysis support for optimizing product return equations and functioning as the primary credit risk control point. Monitor portfolio performance and make empirically derived recommendations in support of business decision-making. Develop technical knowledge of advanced software packages used in analytics. Leverage risk experience and business judgment to plan initiatives and accomplish enterprise-wide goals.
Responsibilities:
Implement loss forecasting and loss prevention programs to ensure protection of Bank assets. Create models for assessing product profitability, predicting customer behavior, and determining appropriate product pricing. Lead meetings with business heads to discuss current portfolio tracking and business observations. Conduct portfolio segmentation analysis using origination, financial, demographic, behavioral, market, and economic data. Define, develop, and implement scorecards for underwriting, utilizing the appropriate metrics for successful measurement.Participate in cross-functional teams for securitizations, risk-based price analysis, and new system implementation. Develop programs to efficiently explore hypothetical questions. Develop analytical models with significant intangibles and uncertainties. Monitor performance of loan portfolio credit quality; communicate issues to management; quantify business ramifications. Investigate any incident that may result in asset loss and compile findings for management review. Validate credit risk models for the prediction and forecasting of expected loss as well as Basel II compliant models for the Probability of Default (PD), Loss Given Default (LGD) and Loan Equivalency (LEQ). Incorporate risk parameters into calculation of Economic Capital. Partner in the development of an enterprise strategy for allocation of Economic Capital. Research available information on developments in the regulatory environment with respect to Economic Capital and Risk Management. Keep abreast of industry trends and new advances in methodologies for quantification of capital and risk. Determine appropriate tool set for ongoing management of Economic Capital. Interface with a wide range of personnel to explain the benefits, limitations, assumptions, requirements for proposals and calculations. Partner with the business to assist in maximizing the risk-adjusted return of their product offering through the following: Analytics, Segment and Trend Reporting, Business Consulting, Advising on Credit Policy, and Model Development.
Basic Qualifications:
Minimum four years' experience in Risk Analysis or a related field with a minimum of four years' experience statistical modeling experience. Ability and willingness to learn about a wide variety of topics and develop a variety of skills. Able to work as a cohesive member of a team with demonstrated strong leadership characteristics. Superior mathematical, analytical, and communication (both written and oral) skills. Ability to apply technical skills to solve business process problems. Demonstrated ability to meet deadlines; ability to multi-task and prioritize; thorough attention to detail. Manage projects through to completion, leveraging all resources at disposal. Ability to present ideas in a clear and concise manner to senior management.
M&T is among the top 20 U.S.-based commercial bank holding companies with more than $79 billion in assets and more than 780 branches in New York, Maryland, Pennsylvania, Virginia, Delaware, New Jersey, West Virginia, Florida and Washington D.C. With more than 150 years of experience, M&T Bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.
Click Here to Apply Now
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Senior Risk Analyst - 3736 - Brooklyn,NY
13 Feb 2012 at 5:07pmClick Here to Apply Now
Senior Risk Analyst - 3736 - Brooklyn,NY
The country's leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures. As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals. Join our team of over 15,000 professionals and you'll understand what drives our longstanding success: a promise of exceptional client service, a commitment to our communities, a focus on building long-term relationships, and a dedication to being the best employer you'll ever have. M&T is seeking a Senior Risk Analyst for their Buffalo, NY location.
Basic Function:
Responsible for providing empirically derived analysis support for optimizing product return equations and functioning as the primary credit risk control point. Monitor portfolio performance and make empirically derived recommendations in support of business decision-making. Develop technical knowledge of advanced software packages used in analytics. Leverage risk experience and business judgment to plan initiatives and accomplish enterprise-wide goals.
Responsibilities:
Implement loss forecasting and loss prevention programs to ensure protection of Bank assets. Create models for assessing product profitability, predicting customer behavior, and determining appropriate product pricing. Lead meetings with business heads to discuss current portfolio tracking and business observations. Participate in cross-functional teams for securitizations, risk-based price analysis, and new system implementation. Conduct portfolio segmentation analysis using origination, financial, demographic, behavioral, market, and economic data. Define, develop, and implement scorecards for underwriting, utilizing the appropriate metrics for successful measurement. Develop programs to efficiently explore hypothetical questions. Develop analytical models with significant intangibles and uncertainties. Monitor performance of loan portfolio credit quality; communicate issues to management; quantify business ramifications. Investigate any incident that may result in asset loss and compile findings for management review. Validate credit risk models for the prediction and forecasting of expected loss as well as Basel II compliant models for the Probability of Default (PD), Loss Given Default (LGD) and Loan Equivalency (LEQ). Incorporate risk parameters into calculation of Economic Capital. Partner in the development of an enterprise strategy for allocation of Economic Capital. Research available information on developments in the regulatory environment with respect to Economic Capital and Risk Management. Keep abreast of industry trends and new advances in methodologies for quantification of capital and risk. Determine appropriate tool set for ongoing management of Economic Capital. Interface with a wide range of personnel to explain the benefits, limitations, assumptions, requirements for proposals and calculations. Partner with the business to assist in maximizing the risk-adjusted return of their product offering through the following: Analytics, Segment and Trend Reporting, Business Consulting, Advising on Credit Policy, and Model Development.
Basic Qualifications:
Minimum four years' experience in Risk Analysis or a related field with a minimum of four years' experience statistical modeling experience. Ability and willingness to learn about a wide variety of topics and develop a variety of skills. Able to work as a cohesive member of a team with demonstrated strong leadership characteristics. Superior mathematical, analytical, and communication (both written and oral) skills. Ability to apply technical skills to solve business process problems. Demonstrated ability to meet deadlines; ability to multi-task and prioritize; thorough attention to detail. Manage projects through to completion, leveraging all resources at disposal. Ability to present ideas in a clear and concise manner to senior management.
M&T is among the top 20 U.S.-based commercial bank holding companies with more than $79 billion in assets and more than 780 branches in New York, Maryland, Pennsylvania, Virginia, Delaware, New Jersey, West Virginia, Florida and Washington D.C. With more than 150 years of experience, M&T Bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.
Click Here to Apply Now
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial/M&A Analyst
13 Feb 2012 at 8:09amFinancial/M&A Analyst
$85K
Billion dollar financial services/technology conglomerate (Located in Long Island on the Nassau/Suffolk border) seeks degree (top schools a +) (MBA, CFA or CPA a +) and 1-3 years business experience in finance or banking industry. Any private equity or M&A experience a +. Responsible for business analysis, performance and trends, budget, strategic planning and forecasts as well as variance analysis and other related ad hoc financial analysis. Liaise with investors and bankers. Present results from on going financial reports, metrics and other models to executive management and shareholders. Must be able to create and update models and projections for new periodic data. Analyze results and present reports to senior management. Analyze financial performance of various business units. Must have excellent oral and written communication skills accompanied with strong work ethics, personality and a team player. Must have strong analytical mind and experience in strategic financial analysis with the ability to manage multiple projects and troubleshooting skills. MS Suite. Great Plains experience a +.
Please send resume in Word format
- Compensation: $85K
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Specialty Financial Analyst
13 Feb 2012 at 8:04amSpecialty Financial Analyst
$85K + Bonus
Billion dollar global investment bank seeks degree with 2+ years related experience. Fluent on business level in Portuguese and Spanish. Strong knowledge of finance and credit analysis. Good understanding of their function and knowledge of other products and services. Contribute to securing new business and service improvements. Understand importance of compliance. Basic knowledge of Latin America economies, governments and Brazil a +. Evaluate, prepare and update country, industry and company risks related to specialty finance portfolio. Monitor portfolio of existing loans to maintain credit quality. Evaluate information and prepare reports on progress. Coordinate legal loan documents. Liaise with corporate finance department on various business matters. Assist Corporate Investment Management Department and investment strategy as well as special projects. Primary responsibilities will include conducting individual credit analysis of transactions and projects from initial phase to completion process. Candidate must have familiarity with Latin America economies, Brazilian a +, major companies or multi-lateral organizations and agencies within the region. North America project finance, energy and power markets a +.
Please send resume in Word format
- Compensation: $85K + Bonus
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Accounting Manager/Business Analyst (Westport, CT)
13 Feb 2012 at 8:02amExcellent opportunity to join successful and growing company with an entrepreneurial environment.
Inc Magazines' 2011 Fastest Growing Private Companies and CRN Magazine Top 20 Cloud Security Vendor
Responsibilities:
General accounting
Financial statement preparation
Business operations (insurance/state taxes/etc)
Business Performance Analysis
Highly entrepreneurial environment which requires wearing many hats and also offers significant room for growth
Requirements:
3 years of accounting experience
4 year degree preferably in accounting
Previous Audit experience preferred
Please understand due to the high volume of responses we can only contact those most qualified for the position.
Thank you for applying and we will be happy to contact you if any other appropriate jobs become available
- Location: Westport, CT
- Compensation: $50-$75K/YR
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst
12 Feb 2012 at 11:47pmImmediate opening for MBA graduate or senior accounting professional to build financial models for fundraising. Best candidates will have MBA and have recent experience building financial models for a medium sized media company that derives revenue from advertising. Candidates must be able to build income statements, balance sheets, cash-flow and IRR models from existing projections. Candidate must be proficient with excel. Provide examples of relevant experience where you were successful building entire model for start-up or small to medium sized business. Experience writing business narrative to support financial analysis is also critical experience. Must be a strong communicator in english language. Final deliverables will be income statement, balance sheet, revenue forecast, fiscal line-item budget, financial ratios and narrative for investment document. Candidates must me available to start immediately or don't apply.
- Compensation: Project based or hourly
- This is a contract job.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
BECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC (Midtown West)
22 Feb 2012 at 10:44amWHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.
OUR VISION
Our strategy begins and ends with our customers' needs, goals and aspirations. We're long-term strategists who emphasize advice, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.
OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC, AllianceBernstein, L.P., and the MONY family of companies including MONY Life Insurance Company and U.S. Financial Life Insurance Company. Through our affiliations in the global AXA Group, we function as a portal for our clients to access a host of world-class financial services companies. AXA Group had $89.7 billion in revenues, as of 12/31/05 and over $1.30 trillion in assets under management as of June 30, 2006. The success of the AXA family of brands gives us capabilities and an "opportunistic synergism" which help our clients achieve long-term financial success.
OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They're goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a "natural market" of friends, family members and professional contacts who may very well be in need of professional financial advice. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you'll be working side by side with some of the leading minds in the business.
OUR TRAINING PROGRAM
At AXA we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company. Our state of the art Advisors Learning Center in Alpharetta, Georgia emphasizes a relationship-driven approach to financial services. New financial professionals focus on the core competencies needed to learn the various aspects of becoming a financial planner, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). It doesn't stop there, our exceptional local training is provided via ongoing seminars and mentoring opportunities.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
OUR COMPENSATION PROGRAM
Let's face it. You can't attract the best people with the second-best compensation package. As an AXA Advisors Financial Professional, you'll have the operational flexibility of an entrepreneur while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations. If selected, you'll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper licensing/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income coverage options, group term and optional group universal life insurance coverage.
OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be results-driven, possess unequivocal honesty and integrity skills and be motivated to helping others achieve financial security. Strong relationship-building skills and a NASD Series 7, 65/66 or 24 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree and designation (MBA, JD, CFP®, CPA, ChFC) are a plus.
Come join the ranks of approximately 6,000 financial professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. If you're interested in marketing financial products and services to business owners and high net worth individuals through a financial planning approach please respond to this posting.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Telemarketer Wanted for Financial Planner (Midtown West)
13 Feb 2012 at 6:02pmTelemarketer Wanted for Financial Planner at AXA Advisors in Midtown West.
Sales/Telemarketing Experience Appreciated but not required.
Please email your resume.
- Compensation: $15/hour
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Planner fee-only (Stamford, CT)
11 Feb 2012 at 2:30pmWe seek a professional fee-only financial planner to join our investment management firm.
We seek a professional who is both warm and highly analytic.
Candidate must be very computer literate and have at least 5 years of experience as a financial professional. Candidate must possess or pass the series 65 examination.
Candidate must treat clients in an entirely individualized and personal manner.
We are focused on satisfying every concern our clients' have. Candidate must focus on improving both the quality and financial results of our client's life.
Candidates with a CPA are encouraged to send in their resume.
Our Financial Planner will use www.emoneyadvisor.com
MULLANEY TRUST is a small fee-only fiduciary registered investment advisory firm.
We do not sell any products.
This position will start as a part-time position. If you are successful, it may become a full time position.
Applications will be held in strict confidence.
Send resumes to Ray@MullaneyTrust.com
- Location: Stamford, CT
- Compensation: based on experience
- Telecommuting is ok.
- This is a part-time job.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Consultant (Midtown West)
10 Feb 2012 at 9:30amBECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC
WHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.
OUR VISION
Our strategy begins and ends with our customers' needs, goals and aspirations. We're long-term strategists who emphasize advice, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.
OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC, AllianceBernstein, L.P., and the MONY family of companies including MONY Life Insurance Company and U.S. Financial Life Insurance Company. Through our affiliations in the global AXA Group, we function as a portal for our clients to access a host of world-class financial services companies. AXA Group had $89.7 billion in revenues, as of 12/31/05 and over $1.30 trillion in assets under management as of June 30, 2006. The success of the AXA family of brands gives us capabilities and an "opportunistic synergism" which help our clients achieve long-term financial success.
OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They're goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a "natural market" of friends, family members and professional contacts who may very well be in need of professional financial advice. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNERâ„¢ or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you'll be working side by side with some of the leading minds in the business.
OUR TRAINING PROGRAM
At AXA we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company. Our state of the art Advisors Learning Center in Alpharetta, Georgia emphasizes a relationship-driven approach to financial services. New financial professionals focus on the core competencies needed to learn the various aspects of becoming a financial planner, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). It doesn't stop there, our exceptional local training is provided via ongoing seminars and mentoring opportunities.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
OUR COMPENSATION PROGRAM
Let's face it. You can't attract the best people with the second-best compensation package. As an AXA Advisors Financial Professional, you'll have the operational flexibility of an entrepreneur while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations. If selected, you'll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper licensing/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income coverage options, group term and optional group universal life insurance coverage.
OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be results-driven, possess unequivocal honesty and integrity skills and be motivated to helping others achieve financial security. Strong relationship-building skills and a NASD Series 7, 65/66 or 24 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree and designation (MBA, JD, CFP®, CPA, ChFC) are a plus.
Come join the ranks of approximately 6,000 financial professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. If you're interested in marketing financial products and services to business owners and high net worth individuals through a financial planning approach, please mail/fax/e-mail your resume to the contact information provided below.
Robert Amoruso
AXA Advisors, LLC
1633 Broadway, 3rd Floor
New York, NY 10019
Tel: (212) 408-2025
Fax: (212)-918-3422
Seek a greater challenge and be life confident.
AXA Advisors, LLC, member SIPC and NASD, is an Equal Opportunity and Affirmative Action Employer M/F/D/V.
GE-33569 (Rev. 08/06)
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
BECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC (Midtown West)
22 Feb 2012 at 10:44amWHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.
OUR VISION
Our strategy begins and ends with our customers' needs, goals and aspirations. We're long-term strategists who emphasize advice, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.
OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC, AllianceBernstein, L.P., and the MONY family of companies including MONY Life Insurance Company and U.S. Financial Life Insurance Company. Through our affiliations in the global AXA Group, we function as a portal for our clients to access a host of world-class financial services companies. AXA Group had $89.7 billion in revenues, as of 12/31/05 and over $1.30 trillion in assets under management as of June 30, 2006. The success of the AXA family of brands gives us capabilities and an "opportunistic synergism" which help our clients achieve long-term financial success.
OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They're goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a "natural market" of friends, family members and professional contacts who may very well be in need of professional financial advice. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you'll be working side by side with some of the leading minds in the business.
OUR TRAINING PROGRAM
At AXA we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company. Our state of the art Advisors Learning Center in Alpharetta, Georgia emphasizes a relationship-driven approach to financial services. New financial professionals focus on the core competencies needed to learn the various aspects of becoming a financial planner, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). It doesn't stop there, our exceptional local training is provided via ongoing seminars and mentoring opportunities.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
OUR COMPENSATION PROGRAM
Let's face it. You can't attract the best people with the second-best compensation package. As an AXA Advisors Financial Professional, you'll have the operational flexibility of an entrepreneur while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations. If selected, you'll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper licensing/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income coverage options, group term and optional group universal life insurance coverage.
OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be results-driven, possess unequivocal honesty and integrity skills and be motivated to helping others achieve financial security. Strong relationship-building skills and a NASD Series 7, 65/66 or 24 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree and designation (MBA, JD, CFP®, CPA, ChFC) are a plus.
Come join the ranks of approximately 6,000 financial professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. If you're interested in marketing financial products and services to business owners and high net worth individuals through a financial planning approach please respond to this posting.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Junior Credit Analyst
21 Feb 2012 at 7:37amJunior Credit Analyst
50K + 30-40%
Billion dollar global investment banking conglomerate seeks (English and Fluent Japanese a MUST) degree with 1-2 years working as corporate credit analyst in a commercial bank. Knowledge of general banking business and transactions are required. Prepare credit and rating applications for credit approvals. Analysis of customers financial data and related market information. Monitor customers creditworthiness analyzing financial status in an industrial environment. Meet and call customers for their financial information and report to management. Liaise with credit departments and prepare work for internal audit and regulatory examinations. Negotiate and discuss loan agreements for documentation purposes. MS Suite. Any PDF a +.
Submit resume in Word format
- Compensation: 50K + 30-40%
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
CFO - Riverdale Y (Bronx, NY)
16 Feb 2012 at 12:08pmThis large not-for-profit Jewish community center in Riverdale, NY seeks a CFO, part of senior management team, reporting to the CEO. Responsible for managing and directing the fiscal functions of the agency, ensuring both its short and long term fiscal strength; providing leadership with identifying resources, overseeing administrative functions, serving as a key leader with the Board and lay committees; and providing active counsel to the Executive Director in development of strategic planning priorities.
The CFO will oversee the Agency's administrative and fiscal functions including: technology, administrative and office systems, central purchasing, human resources including pension and medical benefits, treasury, accounting, financial management, audit, tax real estate, capital spending, banking, investment and risk management services and government reporting.
- Location: Bronx, NY
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking, Mergers and Acquisitions - White Plains, NY (Financial D...
14 Feb 2012 at 2:50pmInvestment Banking, Mergers and Acquisitions
Senior Advisor, Analyst & Associate Trainee - White Plains, NY IMPORTANT: Thank you for taking the time to read through our job description. As part of our screening process, in addition to submitting your resume, please leave a detailed voice message to help our recruiting staff evaluate your qualifications for this position and respond to you quickly. On the voice message, please provide your name, number and any relevant information regarding your qualifications for this position. Leaving a quality voice message is an important part of our recruiting process because these are all client facing positions and the voice message will help us evaluate your communications skill. Call: 203-200-0870. Only candidate leaving a voice message will be considered.
White Plains, NY: Boutique investment bank specializing in Mergers and Acquisitions in the Manufacturing, Distribution and Insurance sectors is looking to fill Senior and Associate level positions.
M&A Senior Advisor: We are looking to partner with experienced M&A professionals both in the US and Canada who can represent the company within their local area. If you are an independent investment banker or M&A professional who has been involved in successful transaction closings, turnarounds, private equity investor, private placements, retired executive or operator, you are a potential candidate for this position. The senior advisor should have exceptional client handling skills, a strong understanding of finance, the ability to sell services and stay committed to a transaction from beginning to close. The company can help with lead generation, deal flow and offer transaction guidance and advisory services. Senior Advisor Pay Structure: You will share in any retainer and success fees collected from your accounts. There is an option for a salary or a draw against future commissions upon closing your first transaction. If you reside near White Plains, you can work out of the White Plains office.
M&A Interns / Analyst / Associate Trainee: We are looking for candidates interested a career in M&A to assist our senior advisors in the M&A process including lead generation, buyer and seller interviews, valuations, creation of pitch books, solution-selling, applications/transaction updating and follow-up, etc. You do not need to have worked in an M&A office however, this position involves heavy phone work requiring a strong sales acumen and financial knowledge. Requirement: Bachelor's Degree or higher, minimum 1 year of corporate experience, corporate sales experience is a plus. Trainee Pay Structure: Shared fees, plus activity based pay of $30 to $40k upon closing your first transaction. The potential is $50k plus. Internships are a 6 months "exposure to M&A" program and are unpaid. Interns, Analyst and Associate Trainee position are full time in-house positions and require you to reside in White Plains.
Disclaimer: These are commission-based positions. Anyone unfamiliar with this type of compensation should not apply.
- Compensation: Shared fees, plus 30k to 40k salary or draw upon close of first transaction.
- Telecommuting is ok.
- This is an internship job
- Principals only. Recruiters, please don't contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Investment/Planning Analyst (New York, NY)
14 Feb 2012 at 11:23amLow $60's + 30-40% Bonus
Billion dollar global investment banking conglomerate seeks degree with 2+ years (financial services experience a MUST) Prior experience in a sales or capital markets role a +. Understanding capital markets or an interest in learning about that field a +. Responsible to assist the team in fixed income investor relationship management. Involved in meetings with investors, prepare reports related to interest rate, mutual funds, and fixed income markets utilizing Bloomberg. Recommend a variety of new funding initiatives as well as involved in special projects. Must have analytical and mathematical ability as well as networking skills. Ability to work in a variety of different work cultures. MS Suite and Bloomberg.
Please submit resume in Word format
- Location: New York, NY
- Compensation: Low $60's + 30-40% Bonus
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Active Financial Consultant Wanted for Wall Street Investment Bank
13 Feb 2012 at 8:29amCompensation: 12-month salary with chance of partnership if applicant goes above and beyond regular duties and shows strong motivation and leadership skills
Following qualification are a must:
-Series 7 & 63 certifications
-Excellent communication skills
-Willing and able to work on projects as a team as well as individually
-Prior experience in Investment Banking position a plus
Applicants should display the following characteristics:
- Motivated
- Diligent
- Personable
- Strong work-ethic
- Ability to multi-task
- Compensation: Bi-Weekly Salary Offered Plus Incentives
- Principals only. Recruiters, please don't contact this job poster.
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KYC Data Analyst
13 Feb 2012 at 8:03amKYC Data Analyst
60K + 40% bonus
Multi billion dollar global investment bank seeks degree, 3+ years, thorough knowledge of KYC or AML concepts and general knowledge in commercial banking products and account opening requirements. Update and verify customer data. Verify OFAC info on all customers. Review/update KYC cases. Identify, record, escalate and resolve exceptions found in KYC/CIP data. Validate CIP information through documents and non-documentary methods. Perform and record due diligence (ED) on KYC data. Perform checks on KYC info. Review new accounts and perform KYC reviews on risk based schedule. Open and update all accounts as part of centralized account opening. Strong analytical skills, written, verbal skills. MS Suite. Lotus Notes a +.
Please send resume in Word Doc format
- Compensation: 60K + 40% bonus
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Finance interns (Great Neck)
10 Feb 2012 at 4:06pmInvestment banker needs finance interns to develop websites and databases. You will learn all about finance, deal development, SEC codes and transactions and you will be mentored to study and get your investment banking license and registration. Free lunch and other interns to share notes with.
- Location: Great Neck
- Compensation: No salary / Bonuses paid
- This is an internship job
- Principals only. Recruiters, please don't contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Financial Consultant (Midtown West)
10 Feb 2012 at 9:30amBECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC
WHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.
OUR VISION
Our strategy begins and ends with our customers' needs, goals and aspirations. We're long-term strategists who emphasize advice, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.
OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC, AllianceBernstein, L.P., and the MONY family of companies including MONY Life Insurance Company and U.S. Financial Life Insurance Company. Through our affiliations in the global AXA Group, we function as a portal for our clients to access a host of world-class financial services companies. AXA Group had $89.7 billion in revenues, as of 12/31/05 and over $1.30 trillion in assets under management as of June 30, 2006. The success of the AXA family of brands gives us capabilities and an "opportunistic synergism" which help our clients achieve long-term financial success.
OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They're goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a "natural market" of friends, family members and professional contacts who may very well be in need of professional financial advice. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNERâ„¢ or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you'll be working side by side with some of the leading minds in the business.
OUR TRAINING PROGRAM
At AXA we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company. Our state of the art Advisors Learning Center in Alpharetta, Georgia emphasizes a relationship-driven approach to financial services. New financial professionals focus on the core competencies needed to learn the various aspects of becoming a financial planner, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). It doesn't stop there, our exceptional local training is provided via ongoing seminars and mentoring opportunities.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
OUR COMPENSATION PROGRAM
Let's face it. You can't attract the best people with the second-best compensation package. As an AXA Advisors Financial Professional, you'll have the operational flexibility of an entrepreneur while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations. If selected, you'll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper licensing/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income coverage options, group term and optional group universal life insurance coverage.
OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be results-driven, possess unequivocal honesty and integrity skills and be motivated to helping others achieve financial security. Strong relationship-building skills and a NASD Series 7, 65/66 or 24 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree and designation (MBA, JD, CFP®, CPA, ChFC) are a plus.
Come join the ranks of approximately 6,000 financial professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. If you're interested in marketing financial products and services to business owners and high net worth individuals through a financial planning approach, please mail/fax/e-mail your resume to the contact information provided below.
Robert Amoruso
AXA Advisors, LLC
1633 Broadway, 3rd Floor
New York, NY 10019
Tel: (212) 408-2025
Fax: (212)-918-3422
Seek a greater challenge and be life confident.
AXA Advisors, LLC, member SIPC and NASD, is an Equal Opportunity and Affirmative Action Employer M/F/D/V.
GE-33569 (Rev. 08/06)
- Principals only. Recruiters, please don't contact this job poster.
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Investment Advisor StockBroker Registered Representative Sales Series7 (Midtown)
9 Feb 2012 at 8:17pmThe Midtown Manhattan office of an east coast brokerage firm is seeking qualified candidates for a full time Stock Broker Position. Hired Stockbrokers will be working alongside seasoned veterans in the industry.
If you're a "Junior Broker" tired of openings accounts for "Senior Brokers" and are ready to earn on YOUR production, Cape Securities is the perfect choice.
If you've been promised the world only to reflect back and realize that someone else is banking off of YOUR HARD WORK and are tired of it, then do something about it.
Requirements
CLEAR and EXCELLENT COMMUNICATION SKILLS
Punctuality
Competitive and Self-Starting
Money Motivated
Coachable, quick learning
Willing to work full time in Manhattan starting as soon as possible
We will provide you with the skill set required to go from "account opener" to "account executive"
This is a retail sales position. We are not looking for a financial or research analyst or a candidate who does not already have a Series 7 and 63 license.
Six figure potential opportunity after the first year for the right candidate. If you meet these requirements and would like to arrange an interview, PLEASE E-MAIL jbodner@capesecurities.com or call Jeff at 646-402-6426
Cape Securities, Inc. member FINRA, SIPC & MSRB
- Compensation: Commision Based
- OK for recruiters to contact this job poster.
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Media Investment Firm Seeks VP (New Rochelle)
9 Feb 2012 at 10:41amPrivately held media investment company, has an immediate opening for a Vice President in the small cap and micro-cap sectors. Company's media platform has a 25+ year history creating and placing content for clients ranging from Coca-Cola, Ben & Jerry's, to Wal-Mart and Group On. Candidate must be a creative and highly organized multi-tasker with interest in corporate finance, entrepreneurism, brand building, and grass roots marketing.
The right candidate should demonstrate the ability to work effectively and accurately in a fast paced environment with a dynamic and positive attitude. We are looking for someone who is self-motivated, energetic, and proactive to join our collaborative (and fun!) team. The right fit will possess a Bachelor's degree, excellent writing skills, communication skills, and a thorough understanding of corporate finance/investment banking.
Compensation is success based.
Responsibilities include:
· Identifying appropriate investment targets, i.e. public companies through various online financial publications
· Presenting Investment pitches to prospective Companies
· Assisting with the Due Diligence and Investment Analysis
· Assisting senior staff in strategic planning and brainstorming
· Cultivating relationships with Investment banks, fund managers, Consultants
· Assisting and attending trade shows and on-site due diligence
Our Media Investments are proven, and our platform has generated substantial returns for thousands of clients over the past two decades
All qualified candidates please send cover letter, resume, and three references
- Location: New Rochelle
- Compensation: Success Based, 100K+
- Telecommuting is ok.
- This is a part-time job.
- This is an internship job
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Telemarketing pro - $30 - $60 per hour (Midtown)
8 Feb 2012 at 4:05pmWe are considered by many of our peers to be the leading executive search firm in the world for the placement of attorneys. We currently have an opening in our recruiting department for someone with a successful track record cold-calling high net worth individuals. (Wall Street experience at a top investment banking firm a must.) We seek someone who is extremely polished, very well spoken, (college degree a must), who is interested in working at a very high quality, entrepreneurial environment that demands hard work, collegiality, and where you will never be asked to compromise your ethics.
Several of our top telemarketers have become full time recruiters with our firm, and currently have annual earnings in the $500,000 to $1 million range.
Hours: 2-6 PM, Monday to Friday
- Compensation: $30 - $60 per hour
- Principals only. Recruiters, please don't contact this job poster.
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Stockbroker Licensing Opportunity (Series 7 & 63) / Financial Advisor (Financ...
22 Feb 2012 at 8:12amExpanding Broker-Dealer on Wall Street is interested in candidates who are currently registered or willing to work towards being certified in the series 7 and 63. Once the individual passes the exams he or she is GUARANTEED a position as a broker with the firm. If you are the type of individual that is willing to work hard for their fortune, is highly motivated and has an interest in finance, then stop wasting time and send your resume.
Potential candidates can reply to this e-mail or to, dopelbaum @nhfinancecareers.com or hector @nhfinancecareers.com. As well, they can call in at 212-452-5039 or to 800-258-0748.
Hiring Organization: 212-452-5039.
Requirements:
High school diploma or GED
Excellent oral communication skills, phone skills a plus
Strong work ethic, able to fully commit to the job
Ability to adhere to a high standard of professionalism
Ability to work well with others and respect an organizational hierarchy
College degree or related experience *not required* but are a plus
- Compensation: Unlimited Potential
- Principals only. Recruiters, please don't contact this job poster.
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Broker/Financial Advisor Trainee (Midtown East)
21 Feb 2012 at 9:47amMidtown Manhattan-based wealth management firm has a full-time broker/financial advisor trainee available. Candidate must be self-motivated, driven, and possess a strong work ethic.
Challenging, comprehensive training program including entry level pay and sponsorship for Series 7/65.
Qualifications: Bachelors degree from a four year college, preferably with a background in finance or economics.
This is an ideal position for a person looking to work long days and reap the benefits; serious enquiries only. Equal opportunity employer.
- Principals only. Recruiters, please don't contact this job poster.
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Entry Level Wealth Mgmt Team Opportunity (Westchester )
17 Feb 2012 at 10:32amClarfeld, ranked by Barron's as NY's #1 Independent Investment Advisor and among the top five in the country for the third consecutive year is a boutique global wealth management firm. We are Financial Confidantes™ specializing in comprehensive personal financial planning, tax, and investment services to ultra high net worth individuals and senior corporate executives for over 30 years.
Due to tremendous growth, we are looking for recent college grads with degrees in finance & accounting to join our Financial Planning team. In our planning program, you will be trained to prepare cash flow analyses, strategic asset allocations, estate/retirement planning strategies, stock option analysis, tax planning and preparation, investment portfolio selections and research.
Successful candidates must be extremely organized, highly analytical, detail oriented with excellent written and verbal communication skills. Technical ability is a core competence of ours. Individuals must be able to work independently, but also be a team player. You must be proficient in MS Word, MS Excel, MS Outlook with a comfort level adapting to new computer programs. In this position, you will be required to work extended hours.
This is an opportunity to expand your knowledge, gain increasing responsibilities and eventually become a technically proficient client relationship manager and financial advisor.
Headquartered in Westchester, New York, with offices in New York City and London, we offer a compensation package, which guarantees competitive incomes to results-oriented professionals. We value college graduates with degrees in finance and accounting.
- Location: Westchester
- Principals only. Recruiters, please don't contact this job poster.
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Relationship Manager Opportunity with Wealth Mgmt Team (Westchester )
17 Feb 2012 at 10:25amClarfeld, ranked by Barron's as NY's #1 Independent Investment Advisor and among the top five in the country for the third consecutive year is a boutique global wealth management firm. We are our client's Financial Confidantes ™. We have been specializing in comprehensive personal financial planning, tax, and investment services to ultra high net worth individuals and senior corporate executives for over 30 years.
Due to tremendous growth, we are looking for experienced relationship managers to join our financial planning team. As a financial advisor you will manage your client base through a team approach. You will be responsible for all aspects of the financial planning process, including but not limited to cash flow analyses, strategic asset allocations, risk analysis, estate/retirement planning, stock option analysis, tax planning and investment advisory services.
Successful candidates must be committed to a client-centric approach with an eye toward Quality. We prefer a comfort level with and enthusiasm regarding new business development. Candidates who are CFP®'s & CPA's, along with academic backgrounds in Finance, Accounting & Economics are welcomed and preferred. Individuals should also be highly analytical and detail oriented, with excellent written and verbal communication skills. Technical ability is a core competency at Clarfeld.
Headquartered in Westchester, New York, with offices in New York City and London, we offer a compensation package, which guarantees competitive incomes to results-oriented professionals who are looking to expand their knowledge and gain increasing responsibilities.
- Location: Westchester
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Finance Manager/Controller (Brooklyn)
15 Feb 2012 at 2:57pmPosition: Finance Manager/Controller
A rapidly growing company providing services to the medical community seeks a Finance Manager/ Controller with at least 5+ years experience to join their organization. The Finance Manager/ Controller will assume full responsibility for the company's financials and report directly to the CEO. The candidate must be a strategic thinker with strong financial and analytical skills, detailed oriented and able to manage financial data in a highly organized manner. Experience working in finance in the medical field is a plus. Candidate must be proficient in using Quick Books and Excel.
Specific responsibilities include: functioning as a business and financial advisor to management, cash flow projections, developing budgets, improving reports to better meet managements needs, manage the weekly cash flows, make recommendations for controlling costs and proactively provide accounting and financial support through financial reporting and financial analysis.
Please e mail resume, cover letter and salary requirements
- Location: Brooklyn
- Compensation: Please e mail resume, cover letter and salary requirements
- Principals only. Recruiters, please don't contact this job poster.
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Investment Banking, Mergers and Acquisitions - White Plains, NY (Financial D...
14 Feb 2012 at 2:50pmInvestment Banking, Mergers and Acquisitions
Senior Advisor, Analyst & Associate Trainee - White Plains, NY IMPORTANT: Thank you for taking the time to read through our job description. As part of our screening process, in addition to submitting your resume, please leave a detailed voice message to help our recruiting staff evaluate your qualifications for this position and respond to you quickly. On the voice message, please provide your name, number and any relevant information regarding your qualifications for this position. Leaving a quality voice message is an important part of our recruiting process because these are all client facing positions and the voice message will help us evaluate your communications skill. Call: 203-200-0870. Only candidate leaving a voice message will be considered.
White Plains, NY: Boutique investment bank specializing in Mergers and Acquisitions in the Manufacturing, Distribution and Insurance sectors is looking to fill Senior and Associate level positions.
M&A Senior Advisor: We are looking to partner with experienced M&A professionals both in the US and Canada who can represent the company within their local area. If you are an independent investment banker or M&A professional who has been involved in successful transaction closings, turnarounds, private equity investor, private placements, retired executive or operator, you are a potential candidate for this position. The senior advisor should have exceptional client handling skills, a strong understanding of finance, the ability to sell services and stay committed to a transaction from beginning to close. The company can help with lead generation, deal flow and offer transaction guidance and advisory services. Senior Advisor Pay Structure: You will share in any retainer and success fees collected from your accounts. There is an option for a salary or a draw against future commissions upon closing your first transaction. If you reside near White Plains, you can work out of the White Plains office.
M&A Interns / Analyst / Associate Trainee: We are looking for candidates interested a career in M&A to assist our senior advisors in the M&A process including lead generation, buyer and seller interviews, valuations, creation of pitch books, solution-selling, applications/transaction updating and follow-up, etc. You do not need to have worked in an M&A office however, this position involves heavy phone work requiring a strong sales acumen and financial knowledge. Requirement: Bachelor's Degree or higher, minimum 1 year of corporate experience, corporate sales experience is a plus. Trainee Pay Structure: Shared fees, plus activity based pay of $30 to $40k upon closing your first transaction. The potential is $50k plus. Internships are a 6 months "exposure to M&A" program and are unpaid. Interns, Analyst and Associate Trainee position are full time in-house positions and require you to reside in White Plains.
Disclaimer: These are commission-based positions. Anyone unfamiliar with this type of compensation should not apply.
- Compensation: Shared fees, plus 30k to 40k salary or draw upon close of first transaction.
- Telecommuting is ok.
- This is an internship job
- Principals only. Recruiters, please don't contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Financial Advisor Trainee (Midtown East)
13 Feb 2012 at 2:51pm
Laidlaw & Company
Member FINRA, SIPC
90 Park Avenue
New York, NY 10016
Please only serious applicants apply. . .
sharrington@laidlawltd.com
We are an Investment Bank and Brokerage boutique that traces it routes back to 1842. We cater to high net worth individuals offering personalized investment advice.
WHAT WE OFFER:
Superb prospecting, advertising and sales promotion support including: colorful eye-catching sales literature, and customized direct marketing literature and letters.
The power of computer-based programs and services to support your sales effort.
401(k) plan, Superior Medical/Dental/Vision plans and many more benefits. . .
We are committed to creating opportunities for financial professionals, rewarding performance, and partnering with you to take stock in your future. Income sources can include salary, commissions, asset-based compensation, broker warrants, back-end interests, incentive compensation or a combination of these components.
WHAT WE ARE LOOKING FOR:
Strong communication skills
Bachelors degree or equivalent related work experience.
Proven knowledge of the financial industry
FINRA Series 7 (Optional)
FINRA Series 63 (Optional)
- Compensation: Income sources can include salary, commissions, asset-based compensation
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Advisor StockBroker Registered Representative Sales Series7 (Midtown)
9 Feb 2012 at 8:17pmThe Midtown Manhattan office of an east coast brokerage firm is seeking qualified candidates for a full time Stock Broker Position. Hired Stockbrokers will be working alongside seasoned veterans in the industry.
If you're a "Junior Broker" tired of openings accounts for "Senior Brokers" and are ready to earn on YOUR production, Cape Securities is the perfect choice.
If you've been promised the world only to reflect back and realize that someone else is banking off of YOUR HARD WORK and are tired of it, then do something about it.
Requirements
CLEAR and EXCELLENT COMMUNICATION SKILLS
Punctuality
Competitive and Self-Starting
Money Motivated
Coachable, quick learning
Willing to work full time in Manhattan starting as soon as possible
We will provide you with the skill set required to go from "account opener" to "account executive"
This is a retail sales position. We are not looking for a financial or research analyst or a candidate who does not already have a Series 7 and 63 license.
Six figure potential opportunity after the first year for the right candidate. If you meet these requirements and would like to arrange an interview, PLEASE E-MAIL jbodner@capesecurities.com or call Jeff at 646-402-6426
Cape Securities, Inc. member FINRA, SIPC & MSRB
- Compensation: Commision Based
- OK for recruiters to contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Financial Advisor (Long Island)
9 Feb 2012 at 3:07pmCabot Lodge/Allied Beacon/RBC
Job Description
We are seeking seasoned financial professionals with a passion for building a business.
• Are you an entrepreneur who enjoys taking control of your business and future?
• Are you seeking to work closer to home?
• Have you contemplated going independent but hesitated due to the following reasons: transition support, marketing, product/technology support, office logistics, as well as the expense and administrative issues associated with independence?
If you find yourself answering yes to any or all of these questions then we need to talk...
As a Financial Advisor at Cabot Lodge, a division of Allied Beacon Partners clearing through RBC, you will work diligently to understand your client's personal circumstances and design a financial strategy geared toward meeting your client's needs, goals and objectives. You will work continuously to review and monitor the portfolio and ultimately build long term relationships you can be proud of. A successful FA will be involved in cultivating a client base through networking within the business community, spheres of influence and through various marketing activities and associations and through engaging leads brought in through an intense marketing push. You will have access to the full spectrum of investment vehicles from mutual funds, ETFs, equities, fixed income, insurance products, alternative investments, private placements, and proprietary products that appeal to high net worth investors. An office, equipment, portfolio and total wealth management software, and back office technology will enhance your client relationships and investment strategies.
Desired Skills & Experience
• We require a minimum FINRA Series 7, 63 and a clean U-4, free of any criminal or regulatory issues.
• Life and health insurance licenses are optional for the position but are required to sell insurance products.
• A valid driver's license is a must.
• A desire to be a part of a growing firm and the willingness to take your practice to the next level.
Career changers are welcome to apply if you have a passion for sales. . .
We provide a salary, commissions and training as well as training support to pass the Series 7 and 63 for the right candidate.
It is important that you have the ability to build lasting relationships with clients, deliver results and enjoy a fulfilling career with an unlimited sense of accomplishment!
Company Description:
Cabot Lodge a Division of Allied Beacon Partners, is a full service financial firm headquartered in New York. Cabot Lodge provides wealth management solutions using some of the most comprehensive investment products available in the industry today. We cater to the diversity of our clients by offering a full range of financial services, including traditional investments in stocks and bonds, mutual funds, ETFs, a range of insurance products, Real Estate Investment Trusts (REIT), retirement planning and estate preservation.
Additional Information:
Type:
Full-time
Experience:
Mid-Senior level
Functions:
Sales
Industries:
Insurance, Financial Services
Compensation:
Salary and Commission
- Location: Long Island
- OK for recruiters to contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Advisor -- New York, NY (Financial District)
9 Feb 2012 at 2:55pmCabot Lodge/Allied Beacon/RBC - Greater New York City Area
Job Description
We are seeking seasoned financial professionals with a passion for building a business.
• Are you an entrepreneur who enjoys taking control of your business and future?
• Are you seeking to work closer to home?
• Have you contemplated going independent but hesitated due to the following reasons: transition support, marketing, product/technology support, office logistics, as well as the expense and administrative issues associated with independence?
If you find yourself answering yes to any or all of these questions then we need to talk...
As a Financial Advisor at Cabot Lodge, a division of Allied Beacon Partners clearing through RBC, you will work diligently to understand your client's personal circumstances and design a financial strategy geared toward meeting your client's needs, goals and objectives. You will work continuously to review and monitor the portfolio and ultimately build long term relationships you can be proud of. A successful FA will be involved in cultivating a client base through networking within the business community, spheres of influence and through various marketing activities and associations and through engaging leads brought in through an intense marketing push. You will have access to the full spectrum of investment vehicles from mutual funds, ETFs, equities, fixed income, insurance products, alternative investments, private placements, and proprietary products that appeal to high net worth investors. An office, equipment, portfolio and total wealth management software, and back office technology will enhance your client relationships and investment strategies.
Desired Skills & Experience
• We require a minimum FINRA Series 7, 63 and a clean U-4, free of any criminal or regulatory issues.
• Life and health insurance licenses are optional for the position but are required to sell insurance products.
• A valid driver's license is a must.
• A desire to be a part of a growing firm and the willingness to take your practice to the next level.
Career changers are welcome to apply if you have a passion for sales. . .
We provide a salary, commissions and training as well as training support to pass the Series 7 and 63 for the right candidate.
It is important that you have the ability to build lasting relationships with clients, deliver results and enjoy a fulfilling career with an unlimited sense of accomplishment!
Company Description:
Cabot Lodge a Division of Allied Beacon Partners, is a full service financial firm headquartered in New York. Cabot Lodge provides wealth management solutions using some of the most comprehensive investment products available in the industry today. We cater to the diversity of our clients by offering a full range of financial services, including traditional investments in stocks and bonds, mutual funds, ETFs, a range of insurance products, Real Estate Investment Trusts (REIT), retirement planning and estate preservation.
Additional Information:
Type:
Full-time
Experience:
Mid-Senior level
Functions:
Sales
Industries:
Insurance, Financial Services
Compensation:
Salary and Commission
- OK for recruiters to contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst - The Associated Press - New York, NY
21 Feb 2012 at 5:49pma Financial Analyst for its New York City office. The financial analyst will work with the Financial... The analyst will conduct financial and business...
From The Associated Press - 21 Feb 2012 23:49:48 GMT - View all New York jobs
Financial Analyst - Data Inc. - New York, NY
21 Feb 2012 at 1:31amFinance / Accounting knowledge, 1-3 years post accounting qualified preferable Strong communication / interpersonal skills to be able to interact at all levels...
From Data Inc. - 21 Feb 2012 07:31:44 GMT - View all New York jobs
Financial Analyst (SH) - New York University - New York, NY
18 Feb 2012 at 6:58amGrade Band: 52 - Analyst/Associate Level: A... T: FT Position Summary NYU Shanghai seeks a Financial Analyst, fluent in Chinese (Madarin), to provide...
From New York University - 18 Feb 2012 12:58:56 GMT - View all New York jobs
Sr. Financial Analyst - A&E Television Network - New York, NY
20 Feb 2012 at 2:43pmThe Senior Financial Analyst, Financial Planning tracks and analyzes a breadth of financial data related... quarterly and 5-year financial forecast; Compare paid...
From A&E Television Network - 20 Feb 2012 20:43:25 GMT - View all New York jobs
Financial Planning Analyst II - Weill Cornell Medical College - New York, NY
19 Feb 2012 at 12:24amplans and financial forecasts; prepares and coordinates business plans and relevant financial reporting... warehouse, historical financial statements, operating...
From Weill Cornell Medical College - 19 Feb 2012 06:24:16 GMT - View all New York jobs
Senior Financial Analyst - MTV Networks - New York, NY
22 Feb 2012 at 4:21pmThe Sr. Financial Analysts will be responsible for maintaining the Kids&Family Programming Amortization P&L and balance sheet and provide financial support and...
From MTV Networks - 22 Feb 2012 22:21:51 GMT - View all New York jobs
Financial Analyst, Corporate FP&A - Mediaedge:cia - New York, NY
22 Feb 2012 at 3:52pmFinancial Analyst, Corporate FP&A Department... are a founding partner of GroupM. About the Financial Analyst, Corporate FP&A position Responsibilities...
From Mediaedge - 22 Feb 2012 21:52:39 GMT - View all New York jobs
Sr. Financial Analyst - EmblemHealth - New York, NY
22 Feb 2012 at 4:45pmcompile, research and vet financial, utilization and... Four (4) to six (6) years in a budget or financial analyst position. Healthcare experience preferred...
From EmblemHealth - 22 Feb 2012 22:45:05 GMT - View all New York jobs
Analyst - Financial Planning & Analysis - Macy's - New York, NY
20 Feb 2012 at 1:07amand reconcile vs. the financial plan and submit... Summary... Advanced/Superior EXCEL skill set. Financial analysis model building experience. Ability...
From Macy's - 20 Feb 2012 07:07:24 GMT - View all New York jobs
Financial Analyst - PeoplePower - New York, NY
22 Feb 2012 at 9:21amThere is an excellent opportunity to work as the Business/Financial analyst in a well-known and respected company based in New York City. The role will...
From Mayomann Employment Inc. - 22 Feb 2012 15:21:45 GMT - View all New York jobs
Senior Financial Analyst - Ann Taylor - Times Square, NY
22 Feb 2012 at 7:11pmyears of business experience in corporate finance/financial planning and analysis role, or related finance... cash flow impact of financial decisions, as well as...
From Ann Taylor - 23 Feb 2012 01:11:29 GMT - View all Times Square jobs
Financial Analyst - Chenega Corporation - New York, NY
21 Feb 2012 at 9:16pmThis position requires expertise in all phases of financial analysis from budgeting and forecasting to... business information and financial systems, such as...
From Chenega Corporation - 22 Feb 2012 03:16:48 GMT - View all New York jobs
Financial Analyst - Prudential - Newark, NJ
21 Feb 2012 at 7:47pmand documenting moderate to complex financial and non-financial analysis projects in the areas of... to complex financial and non-financial analysis...
From Prudential - 22 Feb 2012 01:47:03 GMT - View all Newark jobs
BA, Accounting, Financial Reporting Analyst - #5342,43 - Starpoint Solutions ...
22 Feb 2012 at 12:48pmanalyst should be conversant in technology and financial disciplines and report on the status, financial... applications. The IT financial analyst performs dual...
From Starpoint Solutions - 22 Feb 2012 18:48:35 GMT - View all New York jobs
Financial Analyst - Axelon Services Corporation - New York, NY
20 Feb 2012 at 10:18pmFinancial Institution located in USA - NY - New York has an immediate opening for a Financial Analyst... the execution of financial management and reporting...
From Axelon Services Corporation - 21 Feb 2012 04:18:29 GMT - View all New York jobs
Financial Analyst II - Horizon Blue Cross Blue Shield of New Jersey - Newark...
18 Feb 2012 at 9:45amand analysis of all financial reports for management... experience with general accounting, financial analysis, financial modeling, budgeting or related function...
From Horizon Blue Cross Blue Shield of New Jersey - 18 Feb 2012 15:45:24 GMT - View all Newark jobs
Financial Reporting Analyst - Business Analyst - Intermediate - Talon - New ...
22 Feb 2012 at 1:29pma Financial Reporting Analyst - Business Analyst... analyst should be conversant in technology and financial disciplines and report on the status, financial...
From Talon - 22 Feb 2012 19:29:45 GMT - View all New York jobs
Fund Accounting/Investor Analytics Analysts - GlobeOp Financial Services - N...
20 Feb 2012 at 4:45pmWe are looking for accounting analysts with financial accounting experience for our Investor Analytics group in our Midtown Manhattan, NYC location. The...
From GlobeOp Financial Services - 20 Feb 2012 22:45:07 GMT - View all New York jobs
Financial Analyst (Financial Services) - Accountemps - New York, NY
18 Feb 2012 at 4:31pmin Midtown New York seeks experienced Financial Analyst. FA will assist with Financial Reporting Bank reconciliations and FX translations Financial Reports...
From Accountemps - 18 Feb 2012 22:31:34 GMT - View all New York jobs
Financial Analyst - Kforce - New York, NY
20 Feb 2012 at 12:36pmleader in the restructuring profession, is seeking a Financial Analyst. This Analyst will build complex financial models and support field consultants with...
From Kforce - 20 Feb 2012 18:36:14 GMT - View all New York jobs
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