Senior Investment Banking Advisor (Ad-Hoc, Live M&A)
Palmstone Capital
About The Company Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and investment group. About The Company Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and investment group. We advise mid-market companies on capital raising and M&A transactions. Our advisory network includes senior professionals from institutions including JPMorgan, Citi, and Lazard, with over $14B in aggregate transaction volume. Our model combines institutional investment banking discipline with entrepreneurial speed and proprietary deal-origination systems. About The Role We're looking for experienced investment banking, capital markets, or M&A professionals to advise on live transactions on an ad hoc basis. When a mandate matches your expertise, we engage you directly. You bring credibility, sector knowledge, and your relationships. We handle deal origination, execution, and infrastructure. This is not a full-time position. This is on an Ad-Hoc basis. There is no minimum time commitment and no exclusivity. What You'll Do Support live mandates where your expertise adds direct value Join select client or investor calls to strengthen senior-level positioning Provide strategic input on deal structuring, valuation, or capital markets positioning Leverage your relationships to support capital raising or buyer sourcing efforts Refer qualified deal opportunities where relevant What We're Looking For 10+ years in investment banking, M&A advisory, capital markets, private equity, or corporate finance Track record of closed transactions Active professional relationships with investors, founders, or corporate decision-makers Based anywhere globally Ideal backgrounds: Former MDs or Directors at investment banks, PE professionals, senior corporate finance advisors, or experienced M&A intermediaries. What You Get Competitive performance-based compensation discussed individually with qualified candidates Access to live mandates across capital raising and M&A — we bring you in when a deal fits your profile Institutional-grade execution infrastructure — deal teams, outbound systems, and investor databases handle the heavy lifting Zero time commitment, zero exclusivity — we reach out when a mandate fits your profile Work alongside senior professionals from top-tier institutions #J-18808-Ljbffr Palmstone Capital
$150k - $175k
Location: New York Tri-state areaPKF Investment Banking () is seeking an experienced and motivated Senior Associate / Vice President to join our rapidly growing M&A advisory practice. As a Senior... ...Dental, and Vision plansBasic Life, AD&D, and Voluntary Life Insurance401...SeniorFull timeWork at officeLocal areaWorldwideVisa sponsorshipWork visa3 days per week$115k - $125k
...analytical and entrepreneurial Senior Associate to join our growing... ...efficiency. Develop ad hoc analyses and decision-support... ...and analytical capabilities. M&A and Growth Initiatives Assist... ...in FP&A, corporate finance, investment banking, private equity, consulting,...SeniorHourly payFull timeFor contractorsWork at officeLocal area- ...where your work connects technology investments to business outcomes. You will partner with senior leaders to drive financial... ...supported functions and clients; lead ad-hoc requests, prepare meeting... ...today we are a leader in investment banking, consumer and small business...SeniorWork at officeFlexible hours
- Job SummaryAs a Senior Associate and AI Product... ...summaries, and adding validation checks... ...stakeholder outreach, live demos for Finance... ...office Finance or investment management... ...leader in investment banking, consumer and small... ...provides individuals, advisors and institutions...SeniorWork at office
$137k - $205.6k
...Properties Inc. (MPI) is seeking a Senior Renewable Investments Manager to help build and... ...development, and external advisor workstreams from initial... ...investing, investment banking, private equity, energy finance... ...leaves Employer paid Life, AD&D, and disability insurance...SeniorH1bWork at office$102.8k - $188.4k
...mergers and acquisitions (M&A), and sustainability.... ....Work you’ll doAs a Senior Consultant on the Valuation... ...and indefinite-lived and long-lived asset impairment... ...development, strategic investment decisions, and other... ...Services clients in the Banking and Insurance sectorsDemonstrated...SeniorLocal area- ...role is ideal for someone with 3 - 4 years of experience across investment banking, venture capital, private equity and/or strategic finance who... ..., usage trends, retention, and efficiency metrics Drive ad hoc strategic projects including market analysis and scenario planning...SeniorFlexible hours
$78.4k - $98k
...Senior Analyst, Finance About Us: Rent the Runway (RTR) is transforming... ...variety of special projects that may include M&A, financings, new business initiatives,... ...~ You have experience working in investment banking, M&A, FP&A, corporate finance or consulting...SeniorWork at officeLocal areaRemote workFlexible hours$115k - $140k
...personalized offers, transparent terms, and no added consumer fees. In stores, practices and... ...with confidence. The Role : As a Senior Analyst, Strategic Finance, you will... ...experience in strategic finance, FP&A, investment banking, consulting, or private equity. Solid understanding...Senior- Company Federal Reserve Bank of Atlanta Introduction As an employee... ...important as what we do. We live our values of integrity,... ...stakeholders. Participate in the investment of the System's Retirement and... ...presentations, training sessions and ad-hoc analyses for Reserve Bank...SeniorFull timeWork at officeFlexible hoursShift work
- ...fantastic opportunity to work in Corporate & Investment Bank Finance &Business Manager supporting the... ...on the financials to desk heads, senior finance management and other key stakeholders... ...net funding allocations. Manage various ad-hoc requests on a daily basis.Required...
$100k
# 2027 Truist Securities - Investment Banking Analyst Program (INTERN CONVERSION)TruistHouston, TXFull... ...our employees. You’ll work alongside senior-level management on real deals right... ...purpose is to inspire and build better lives and communities. And we do that through...Permanent employmentFull timePart timeBank staffInternshipH1bFlexible hoursShift workDay shift- ...Description Job Description Soltage - Senior Investment Analyst Company Overview:... ...closing of project and portfolio financings, M&A acquisitions, and managing fundings for... ...infrastructure investing. ~2+ years of Investment Banking/Private Equity internship, employment,...SeniorFull timeInternshipWork at officeVisa sponsorshipWork visa
- ...experience in alternative investments or related operations.... ...within the Private Bank at JPMorganChase, with... ...programs, and participate in senior leader meetings and... ...fund positions.Generate ad-hoc reports for senior management... ...provides individuals, advisors and institutions with...Worldwide
- ...stakeholders and third-party service providersAd hoc projectsQualifications / Skills:... ...200 years and today we are a leader in investment banking, consumer and small business banking,... ...Asset Management provides individuals, advisors and institutions with strategies and...Work at office
$85.8k - $143k
...analysis, model development efforts and ad-hoc analysis as appropriate. Provides guidance... ...econometric models to understand customer or Bank behavior for purposes of credit, interest... ...Responsibilities:The position serves as senior analyst in the use of statistical...SeniorFull timeWork experience placementSecond jobWork at officeRemote work$150k
...Overview Callan is seeking a new team member to join our Investment Consulting Group. As a senior investment consultant on our team, you will work... ...reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager...SeniorWork experience placementWork at officeWork from homeWork visa3 days per week- ...be expected to deliver value-added financial reporting and analysis to support and influence senior management decision making. You... ...management; support ad-hoc special projects and requests... ...and today we are a leader in investment banking, consumer and small business...Work experience placementVisa sponsorshipFlexible hours
- ...strategic plans, roadmap, investment, capital allocation, and financial... ...meetings, regular and ad-hoc meetings, conference calls with... ...contacts. Liaise with senior leadership and other business... ...markets teams at investment banks Strong verbal and written...
$100k
...Securities invites top interns to join its Investment Banking Analyst Program in Houston as full-time... ...a product or industry group to support senior bankers on real deals. Analysts build... ...materials, conduct research, and contribute to M&A and capital-raising transactions. The...Full timeInternship$60k - $85k
...you want a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to...For contractorsTraineeshipWork at office- ...Product Control Associate on the Commercial & Investment Bank team, you will support daily profit and... ...to desk heads, business managers, and senior finance managementPartner with the... ...tracking them through resolutionHandle ad hoc requests as neededRequired qualifications...SeniorBank staff
$90.23k
...career journey. Where your co-workers are invested in you and your success. Where you are... ...Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP... ...enterprise, including budget, forecast, and ad-hoc reporting to leadership. The...SeniorWork experience placementH1b- ...monthly leadership team financial close and forecast reviews and any ad-hoc analysis requests Perform analyses to support other finance... ...relevant experience in FP&A, operations analysis, accounting, M&A or auditing; manufacturing or CPG experience a plus ~ Must be...SeniorWork at office3 days per week
$170k - $180k
Job Classification:Investment Management -... ...impact - touching the lives of millions and solving... ...and responding to ad-hoc internal and... ...Coordinate with client advisors to negotiate... ...Corporates, High Yield, Bank Loans, Emerging... ...interacting with senior management, investment...Full timePart time$164k - $212k
...0.00What’s the role?Etsy is looking for a Senior Product Manager to lead product strategy and... ...based in the United States. Candidates living within commutable distance of Etsy’s Brooklyn... ...here.What’s this team like at Etsy?Etsy Ads is used by sellers of all sizes to grow their...SeniorFull timeWork at officeLocal areaImmediate startVisa sponsorship- ...Finance Associate, you will work closely with senior leadership, providing insights that... ..., business operations, fundraising and M&A. What You'll Do Cross-functional role... ...Are 1+ years' experience at top tier-investment bank, management consulting firm, or similar....
$108k - $216k
...Segment: Home OfficePosition Summary...The Senior Partner, Ad Partner Management at Walmart Connect... ...For information about PTO, see . Live Better U is a Walmart-paid education benefit... ....5 years’ experience as a strategic advisor working with C-suite clients.Preferred...SeniorFull timeTemporary workPart time$100k - $150k
..., find inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...methods, digital assets, and other matters Assist with M&A tax structuring and internal restructuring Draft emails and memos...SeniorFull timeWork at officeLocal area$92.85k - $158.45k
...changing industry. The Senior Manager, Business Development... ...play a central role in adding key inorganic programs,... ...and/or portfolio M&A deals by working closely... ...business plan processAd-hoc projects: become a go-to... ...generous paid time off (PTO) bank starting with 20 days (prorated...SeniorContract workWorldwideShift work
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