Investment Advisor jobs in United States, New York, New York
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Company
Job type
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Job title (1)
United States
New York
New York
493 jobs found
07.10.2025
EY
EY Assurance Advisor - Financial Services Office United States, New York, New York
Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your...
Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners. Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity...
Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers. Monitor and analyze current portfolio...
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...
Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and...
Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same. Execute Transactions: support due diligence, document preparation, negotiation etc...
Acting as the primary day-to-day client point of contact and lead banker on deals. Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward. Refining marketing/execution...
Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your...
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