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Investment Specialist jobs in United States, New York, New York

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Job title (1)
United States
New York
New York
578 jobs found
08.12.2025
BOA

Bank Of America Alternative Investments Perpetual Funds Platform Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform. Respond to inquiries on existing funds from financial advisors and sales...
Description:


Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team
• Maintain relationships with fund managers/administrators and develop financial advisor communications
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents


Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• Ability to multi-task and simultaneously manage daily responsibilities and projects
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills

• Bachelor’s Degree preferred, preferably in business.


• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills

1st shift (United States of America)

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07.12.2025
BOA

Bank Of America Vice President Investment Banker United States, New York, New York

Limitless High-tech career opportunities - Expoint
Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital...
Description:

Responsibilities

  • Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

  • Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

  • Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

  • Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.

  • Oversee analysts and associates on client coverage, origination, and transaction execution teams.

  • Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.

  • Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.

  • Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.

  • Handling global bank/bulge bracket investment banking transactions.

  • Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.

  • Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.

  • Conduct due diligence in connection with investment banking transactions.

  • Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

  • Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

  • Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience

  • Master's degree or equivalent in Economics, Business Administration, Finance, or related: and

  • 3 years of experience in the job offered or a related Finance occupation.

  • Must include 3 years of experience in each of the following:

  • Global bank/bulge bracket investment banking transactions;

  • Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;

  • Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;

  • Conducting due diligence in connection with investment banking transactions;

  • Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,

  • Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

  • In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.

  • 10% domestic travel required, as necessary.


This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.

  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.

  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.

  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.

  • People Manager & Coach: Knows and develops team members through coaching and feedback.

  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.

  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.

  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

BofA Securities, Inc.

1st shift (United States of America)

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07.12.2025
PA

Palo Alto SASE Sales Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Ability to work in partnership with your respective geography’s leadership to engage the SASE portfolio to customers, partners, and colleagues. Perform high-level sales planning, leading to accurate forecasting of the...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

You are required to exceed your quota, obtain/maintain subject matter expertise, create/update detailed written plans, and regularly present to a variety of audiences (large and small, live and virtual).

Your Impact

  • Ability to work in partnership with your respective geography’s leadership to engage the SASE portfolio to customers, partners, and colleagues
  • Perform high-level sales planning, leading to accurate forecasting of the business
  • Build a fundamental understanding of security threats, solutions, security tools or network technologies
  • Bring to bear all cross-functional resources to achieve your quota.
  • Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services
  • Conduct in-person sessions, webinars and learning materials that can be consumed by the appropriate audience
  • Identify cross-selling and up-selling opportunities within accounts
  • Educate customers and partners on the modern network security landscape
  • Establish relationships with and sell through channel partners
  • Travel 50% + throughout the Western US, and to company-wide meetings

Your Experience

  • 5+ years of field or technical sales selling SASE or SD-WAN for a multinational organization
  • Above quota sales experience in a high-tempo culture
  • Experience selling network infrastructure-based security appliances including, but not limited to - Firewalls, SSL/IPSec VPNs, Security Proxies and Caches, SD-WAN
  • Practical experience working with routing and switching products that will be installed adjacent to our appliances
  • Strong communication and presentation skills, both written and verbally
  • Experience working with Channel partners and understanding of a channel centric go to market approach
  • Excellent time management skills, and work with high levels of autonomy and self-direction

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $264000 - $363000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

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22.11.2025
I

Incyte Dermatology Therapeutic Specialist LONG ISLAND CITY NY United States, New York, New York

Limitless High-tech career opportunities - Expoint
Represent in a professional, compliant, and ethical manner. Provide feedback on marketing tools, tactics and effectiveness of sales activities. Provide exceptional customer service through total account management, including product access,...
Description:

Job Summary (Primary function)

Essential Functions of the Job (Key responsibilities)

  • Represent in a professional, compliant, and ethical manner.
  • Provide feedback on marketing tools, tactics and effectiveness of sales activities.
  • Provide exceptional customer service through total account management, including product access, reimbursement and on-label medical questions.
  • Execute on national level strategies, deliver branded and disease state sales messages, and planned promotional programs.
  • Demonstrate and communicate in-depth knowledge of the clinical data for Incyte's products to external stakeholders.
  • Develop and maintain strong disease state knowledge and exemplary selling skills.
  • Create, develop and execute a strategic business plan that coordinates efforts with regional counterparts that reflects in-depth local market and account specific knowledge.
  • Collaborate and coordinate with other field-based stakeholders in the territory and region to proactively address customer needs, identify market dynamics, and develop strategies to ensure optimal success.
  • Consistently engage customers through in-person interactions or virtual meetings, as requested or required by a customer, within assigned geography, delivering scientific and clinically targeted messages to launch and grow current and future brands.
  • Consistently achieve or exceed revenue targets.

Qualifications (Minimal acceptable level of education, work experience, and competency)

  • Discover – Develop – Deliver – Collaborate
  • Demonstrated ability to gain consistent access and develop strong professional relationships with providers.
  • Documented history of successful product launches in a highly competitive market.
  • A drive to achieve and operate with a high degree of integrity within compliance guidelines.
  • Results oriented with a history of successful sales performance, as demonstrated through various metrics and feedback.
  • Extensive experience in biotech/pharmaceutical sales, with a focus on immunology or dermatology, is preferred. Candidates with diverse backgrounds and varying levels of experience are encouraged to apply.
  • A bachelor's degree or equivalent experience is preferred.
  • The ability to travel is required using various modes of transportation (car, air, train, etc.). The level and frequency of travel, including overnights, will depend on the specific territory and/or business purpose or need. We encourage applications from individuals with diverse abilities and will provide necessary accommodations for travel.
  • Possession of a valid driver's license and a satisfactory driving record, with accommodations available for individuals with disabilities who may require them.
  • Effective communication skills.
  • Strong business planning acumen, highly organized with strong account management skills.
  • Strong knowledge of dermatology patient access programs, market access, specialty pharmacies and prior authorization pull-through initiatives.
  • Work effectively in collaboration with cross-functional teams.
  • The ability to work effectively in collaboration with team members in order to achieve a common goal.

Disclaimer: The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications. Management reserves the right to change or modify such duties as required.

Learn more at:

During the process, you may be asked to respond to questions that will screen out your application if you do not meet certain objective criteria required by the job. You can learn more about this process .


USD $150,000.00 - USD $180,000.00 /Yr.
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19.11.2025
PA

Palo Alto Cortex Cloud Sales Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Join the fastest growing team where experience meets cutting-edge solutions. Build and cultivate strong customer relationships, driving business growth within the region. Partner with the core sales team to align...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

  • Join the fastest growing team where experience meets cutting-edge solutions

  • Build and cultivate strong customer relationships, driving business growth within the region.

  • Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

  • Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

  • Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

  • Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

  • Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

  • Travel domestically as needed to meet with customers and attend key business events.

Your Experience

  • 5+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

  • Extensive platform selling experience in complex sales with multiple buying centers.

  • Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

  • Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

  • Expertise in applying complex solution sales methodologies to drive results.

  • Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

  • Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

  • Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

  • Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

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19.11.2025
BOA

Bank Of America Audit Supervisor - Global Corporate Investment Banking United States, New York, New York

Limitless High-tech career opportunities - Expoint
Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner....
Description:

Responsibilities:

  • Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner
  • Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
  • Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings
  • Provides input on draft audit reports and shares audit results with business leaders
  • Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment
  • Establishes business partner relationships, primarily with line management, to develop business knowledge
  • Uses innovative tools to complete audit activities more efficiently (e.g., testing)
  • Support multiple projects using technology and analytic techniques to work effectively and efficiently in a fast-paced environment.

Required Qualifications:

  • Bachelor's Degree or equivalent work experience
  • Minimum 5-7 years of internal audit or front office business control or compliance or risk management experience covering the corporate and investment banking (GCIB) business (e.g. equity capital markets, debt capital markets, investment banking, corporate banking, leasing etc.)
  • Minimum 2 years of experience auditing the Investment Banking Business within an organization (GCIB)
  • Experience with risk and control identification and assessment
  • Experience with stakeholder management
  • Pro-active, positive attitude, exhibits sense of ownership, flexibility and intellectual curiosity
  • Sound organizational, analytical, oral, and written communication skills

Desired Qualifications:

  • Experience with coaching less experienced team members
  • Experience of working in a large global bank
  • Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), Financial Risk Manager (FRM), Certified Internal Auditor (CIA) or relevant qualifications
  • Familiar with risk and controls in the business mentioned
  • Analytical skills
  • Makes sound judgement regarding gaps and risks associated
  • Stakeholder engagement and communication skills

Skills:

  • Analytical Thinking
  • Audit Planning
  • Internal Audit Review
  • Issue Management
  • Risk Management
  • Attention to Detail
  • Automation
  • Business Acumen
  • Project Management
  • Technical Documentation
  • Coaching
  • Critical Thinking
  • Relationship Building
  • Written Communications
  • Knowledge of banking products and processes
1st shift (United States of America)

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19.11.2025
BOA

Bank Of America Audit Supervisor - Global Corporate Investment Banking United States, New York, New York

Limitless High-tech career opportunities - Expoint
Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner....
Description:

Responsibilities:

  • Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner
  • Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
  • Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings
  • Provides input on draft audit reports and shares audit results with business leaders
  • Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment
  • Establishes business partner relationships, primarily with line management, to develop business knowledge
  • Uses innovative tools to complete audit activities more efficiently (e.g., testing)
  • Support multiple projects using technology and analytic techniques to work effectively and efficiently in a fast-paced environment.

Required Qualifications:

  • Bachelor's Degree or equivalent work experience
  • Minimum 5-7 years of internal audit or front office business control or compliance or risk management experience covering the corporate and investment banking (GCIB) business (e.g. equity capital markets, debt capital markets, investment banking, corporate banking, leasing etc.)
  • Minimum 2 years of experience auditing the Investment Banking Business within an organization (GCIB)
  • Experience with risk and control identification and assessment
  • Experience with stakeholder management
  • Pro-active, positive attitude, exhibits sense of ownership, flexibility and intellectual curiosity
  • Sound organizational, analytical, oral, and written communication skills

Desired Qualifications:

  • Experience with coaching less experienced team members
  • Experience of working in a large global bank
  • Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), Financial Risk Manager (FRM), Certified Internal Auditor (CIA) or relevant qualifications
  • Familiar with risk and controls in the business mentioned
  • Analytical skills
  • Makes sound judgement regarding gaps and risks associated
  • Stakeholder engagement and communication skills

Skills:

  • Analytical Thinking
  • Audit Planning
  • Internal Audit Review
  • Issue Management
  • Risk Management
  • Attention to Detail
  • Automation
  • Business Acumen
  • Project Management
  • Technical Documentation
  • Coaching
  • Critical Thinking
  • Relationship Building
  • Written Communications
  • Knowledge of banking products and processes
1st shift (United States of America)

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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform. Respond to inquiries on existing funds from financial advisors and sales...
Description:


Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team
• Maintain relationships with fund managers/administrators and develop financial advisor communications
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents


Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• Ability to multi-task and simultaneously manage daily responsibilities and projects
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills

• Bachelor’s Degree preferred, preferably in business.


• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills

1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Investment Specialist job opportunities in the United States, New York, New York area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.