Investment Advisor Jobs in New York, NY

Lead client relationships and engagements, driving FP&A excellence and finance transformations. Collaborate across teams, supporting strategic financial decisions and optimizing processes for PE-backe...

Drive financial analysis and support within fund banking operations. Collaborate with stakeholders to enhance strategies, perform compliance management, and ensure optimal performance monitoring of ba...

Collaborate with stakeholders across HR, Finance, and tech teams to gather requirements, support system configuration, and enhance processes using AI tools. Drive improvements in business operations w...

Join a team that's redefining regulatory compliance through innovative practices, ensuring adherence to industry standards while managing multiple projects with precision and integrity in a dynamic in...

Lead the charge in shaping cutting-edge annuitization solutions while collaborating across functions to drive product excellence, enhance stakeholder engagement, and harness data insights for sustaine...

The Senior Relationship Manager will serve as the primary contact for high-net-worth clients, focusing on business development, exceptional client service, and portfolio management. This role involves...

Oversee fund accounting for diverse alternative investments, ensuring compliance with GAAP. Collaborate with team to perform financial analysis and deliver accurate performance reporting to stakeholde...

Execute strategic financial analysis and modeling, driving decision-making and insights for top-level management. Collaborate on high-impact projects within a dynamic corporate finance team, enhancing...

Drive impactful solutions as you collaborate cross-functionally to enhance our annuitization platform. Leverage data insights and strategic planning to improve services and ensure successful product d...

Lead the charge in creating impactful private markets content that engages institutional and wealth audiences, driving brand visibility and fundraising initiatives through high-quality storytelling an...

Join a dynamic team to drive strategic initiatives in Global Investment Banking. Collaborate with senior leaders to enhance performance, optimize business management, and execute actionable plans acro...

Join a dynamic team as an Execution Trader, managing cross-asset trading strategies, collaborating with portfolio managers, and driving innovative research initiatives in a fast-paced investment envir...

Shape the future of capital and tax strategy by managing critical relationships and driving innovative solutions for asset and credit structuring in a dynamic family office environment...

Champion transformational investment banking initiatives within the healthcare biopharma sector, leading M&A transactions and providing pivotal strategic advice to clients, while cultivating relations...

Pioneer the commercial management of BESS assets, overseeing P&L, contracts, warranty claims, and relationships. Build a new function that combines financial acumen and industry expertise to deliver c...

Join a team that's dedicated to enhancing internal controls and governance. Contribute to independent audit functions across capital markets, engage with stakeholders, and support comprehensive risk a...

Lead portfolio modeling and analysis for institutional investors, optimizing performance through strategic insights and investor engagement. Collaborate across teams in a dynamic environment, influenc...

Serve as a key sales driver, leveraging relationships to maximize revenue growth in New Jersey. Collaborate with teams, maintain strong pipelines, and engage in strategic territory management, targeti...

Pioneer innovative municipal credit analysis, shaping portfolio strategies through in-depth research and collaboration with key market participants to drive effective investment opportunities in reven...

Transform your career by leading strategic initiatives in a dynamic investment platform. Collaborate with teams to enhance operational efficiency and drive innovative technology solutions that elevate...

Join our dynamic West Power Trading Desk to support quantitative analysis, develop models, and assist in trading strategies. Ideal for recent grads eager to build a career in energy markets and contri...

Lead the charge in retirement plan document management, ensuring compliance and best practices are implemented across the firm's operations while training teams and advising on ERISA and Internal Reve...

Pioneer data-driven solutions and AI applications, optimizing Shared Services through analysis, stakeholder collaboration, and innovative dashboards. Drive operational efficiency and contribute to dat...

Partner with us to enhance our tax operations. You will manage compliance, automate processes, and support strategic financial insights for our funds and family office, collaborating with internal tea...

Drive industry-leading treasury strategies by providing expert advisory services to clients across diverse sectors. Collaborate with internal teams to address complex treasury challenges and enhance o...