Investment Banking Associate Global Fund Placement & Advisory
$150k - $170kOppenheimer & Co
Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies.Job DescriptionWe are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions.Responsibilities:Leading day-to-day fundraising mandate execution involving direct client interactionPreparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as requiredOverseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRMDistribution coverage of a number of qualified US institutional investorsSupporting the management and execution of investor due diligence processes (RFIs)Supporting the management and coordination of client roadshowsSupporting prospective client searches and due diligence for mandate originationAssessing industry research and trendsQualifications:At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategiesStrong verbal and written communication skillsStrong Microsoft PowerPoint, Word and Excel skillsExcellent attention to detail and consistency in work productStrong work ethic and team playerOrganized and proactiveSeries 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafterCompensation:For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.Location: New York, NY Type of Hire: Experienced Hires Division: Investment Banking
$175k - $225k
...UsRothschild & Co is a leading global financial services group... ...business divisions - Global Advisory, Wealth Management, Asset Management... ...-leading Technology Investment Banking franchise, consistently executing... ...looking for an experienced Associate to work closely with a team...SuggestedFull timeWork experience placementWork at office$175k - $200k
...UsRothschild & Co is a leading global financial services group... ...business divisions - Global Advisory, Wealth Management, Asset Management... ...independent advisory investment bank in the world.ResponsibilitiesExecute... ...alternatives, as well as associated internal documentation...SuggestedFull timeWork at office$130k - $180k
...is a leading middle-market investment bank and full service broker-... ...trust services and investment advisory and asset management... ...Restructuring, Debt Private Placements and Fund Placement & Advisory. This... ...candidate to fill a Sr. Analyst / Associate position in our Debt...SuggestedWork at office$170k - $190k
...is a leading middle-market investment bank and full service broker-... ...trust services and investment advisory and asset management... ...Restructuring, Debt Private Placements and Fund Placement & Advisory. This... ...is actively looking for an Associate for our New York office. The...SuggestedWork at office- ...a highly motivated Associate to join our North American... ...Private Capital Advisory team within M&A and the global Private Capital... ...businesses on minority investments, joint ventures,... ..., infrastructure funds, pension funds, sovereign... ...in investment banking, private equity, infrastructure...Suggested
$135k - $200k
...value for our investors, the companies we invest in, and the communities in which we... ...credit, real assets and secondary funds, all on a global basis. Further information is available... ...including but not limited to hiring, placement, promotion, termination, transfer, leave...Full timeLocal areaFlexible hours$200k - $275k
...Description The Senior Associate/VP will join the firm’s Secondary Advisory team in New York,... ..., and sector banking teams. This role is... ...objectives across the fund lifecycle. Team &... ...franchises globally, with a market-leading... ...of experience in investment banking, private capital...Full timePart timeLocal area$175k - $225k
...UsRothschild & Co is a leading global financial services group... ...business divisions - Global Advisory, Wealth Management, Asset Management... ...globally than any other investment bank, providing an integrated... ...looking for an experienced Associate to work closely with a team...Full timeWork experience placementWork at office$70k - $120k
A leading global investment bank is seeking an experienced Financial Analyst for its Portfolio Valuation practice. This role entails conducting... ...valuations of illiquid debt and equity securities held by various funds, performing analyses of financial statements, and...$145k - $185k
...Job Description Job Description Job Summary Fund Placement Manager Initio Capital Part-time, Full-time, Contract, Temporary... ...understand the responsibilities and qualifications typically associated with early- to mid-career fund placement and capital formation...Full timeContract workTemporary workPart timeCasual workInternship$130k - $180k
...is a leading middle-market investment bank and full service broker-... ...trust services and investment advisory and asset management... ...Restructuring, Debt Private Placements and Fund Placement & Advisory. This... ...candidate to fill a Sr. Analyst / Associate position in our Debt...Work at office- ...fastest growing accounting and advisory firms in the industry You... ...Balance Sheet, Statement of Investments, Statement of Operations, Statement... ...3+ years of experience in fund accounting and/or assurance... ...institutions and start-ups, global public firms, and middle-market...Local area
- ...Fund Accountant Opto is engineering the future of private... ...opportunity is huge. The global alternative investments industry is forecast to grow... ...-family offices to private banks- to build, fundraise for, and... ...Agreements and Private Placement Memoranda. You are skilled...Work experience placementWork visa
$150k - $225k
...Morgan Stanley is a leading global services firm providing a wide range of investment banking, securities, investment management and wealth management... ..., Morgan Stanley’s Private Capital Advisory (“PCA”) group, is seeking an Associate or Vice President in the New York...Full timeTemporary workWork at officeWorldwide$145k - $185k
A leading financial services firm is seeking a Fund Placement Manager for their New York office. This role focuses on supporting strategic capital raising initiatives, including private fund distribution and limited partner engagement. Candidates should have experience...Work at office- The Carlyle Group seeks a finance professional to support Fund Management/Operations, Fund Accounting, and Investor Reporting. The role... ...closes, capital activity, and reconciliation oversight within a global credit and private equity framework. Placed in New York, this...Full time
- ...Job Description As an Associate or Analyst on the Director Advisory Services team you will be part of the global group dedicated to strengthening... ...” and partner with senior investment bankers to coordinate... ...are a leader in investment banking, consumer and small...
- ...a highly motivated Associate to join our North American... ...Private Capital Advisory team within M&A and the global Private Capital... ...businesses on minority investments, joint ventures,... ..., infrastructure funds, pension funds, sovereign... ...in investment banking, private equity, infrastructure...
- Job Overview A law firm seeks an experienced Global Finance Associate for its New York office. Duties Represent financial institutions and alternative lenders in diverse funding finance products. Manage client relationships effectively and independently. Participate in...Work at office
- Head of Fund Accounting | Global Multi-Strategy Investment Firm | New York A leading global investment firm is looking to appoint a Head of Fund Accounting to lead a critical function during the next phase of the firm's growth. This is a highly visible leadership opportunity...
$175k
...William Blair, the Premier Global Partnership.William... ...’s GP-led Secondary Advisory team of experts... ...transaction types). An Associate in GP-led secondaries... ...Degree requiredPrior investment banking experience required (... ...surrogacy, and foster placement), as well as other voluntary...Temporary workSummer workSummer internship- A leading hedge fund in New York is seeking a finance professional for a high-visibility role reporting directly to the Fund Controller. This position involves oversight of month-end NAV estimates, collaboration with fund administrators, and process improvement initiatives...
$140k - $185k
...Description Job Description Investment Advisory Specialist Location: New... ...qualifications typically associated with roles supporting... ...strategy, and assisting with fund and capital allocation. The... ...diligence on funds, private placements, and alternative investment...Full time$100k - $150k
..., review, analysis and advisory services of the Firm's... ...setting the liquidity investment policy and risk management... ...the Firm's unsecured funding issuance, investment of... ...Management, ISG Business Units, Bank Resource Management,... ...cross-section of the global communities in which we...Temporary workWork at office$175k - $185k
...agility. This means investing in talent,... ...overall project finance bank in the Americas since... ..., senior notes placement or bookrunning, institutional... ...project finance advisory services.... ...capital markets and global markets teams to... ...National Futures Association (NFA). The major responsibilities...Full timeWork experience placementWork at officeLocal areaRemote work- Mondrian Delta is working with a premier single manager hedge fund looking to add an Event-Driven investor to it's investment platform. The firm is a leader in the space and is widely renowned for it's investments across the asset class. The hire will report into an experienced...
$85k - $125k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ..., and financial and valuation advisory. Our unmatched transaction volumes... ...Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation...Full timeWork at officeWorldwide$310k - $390k
...Practice Area: Private Fund Formation, Venture... ...Reflective of market BigLaw associate compensation scale;... ...is an AmLaw Top 10 global legal titan, internationally... ...for its premier investment funds and private equity... ...documentation, including private placement memorandums (PPMs),...Full timePrivate practiceFlexible hours$90k - $170k
...Fund Accounting ManagerGen II Fund Services, a leading tech-enabled... ...relevant Private Equity Fund/Investment Company Accounting &... ...governing documents, such as LPAs, Advisory Agreements, Side Letters,... ...Services, LLC is one of the largest global independent private equity...Work at officeRemote work3 days per week$210k - $245k
Job Title: Director, Associate Counsel - Wealth Department: Legal... ...the firm’s U.S. registered funds, sub-advisory relationships and other... ...documents, board actions, investment management agreements and service... ...to work effectively in a global organization In-office...Work at officeImmediate startRemote workWork from home
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