Investment Analyst Salary in State of New York, USA

Description Investment Banking Analyst Position DescriptionAs an analyst in the Investment Banking group you will gain experience in restructurings, M&A, and financial advisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.ResponsibilitiesActively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requestsPreparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)Providing a high level of qualitative and quantitative financial modelingEnsuring that all material is accurate and completeParticipating actively in client meetingsPreparing pitch books to support the group's ongoing business development effortsConducting business, industry, and capital markets researchRequirementsMinimum of 1 year of investment banking at a financial analyst level REQUIRED (2 years are preferred)An understanding or experience in distress/restructuring or M&ABachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5Demonstrated quantitative, analytic and modeling skillsHighly developed written and oral communication skillsKnowledge of capital markets and investment banking productsExpertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)Understanding/experience with credit analysis is a plusStrong interpersonal skills utilized within a team environment and in client interactionStrong work ethic and attention to detailHigh level of integrityThe salary range is $100,000 - $115,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.ANM212

Position Summary Position SummaryThe Carlyle Group seeks to hire an Analyst as a Product Specialist within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. Select interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment. Responsibilities Primary Responsibilities:Responsibilities include:• Fundraising supporto High involvement in the drafting of marketing materials for various private credit fundso Support development of due diligence materials and legal documentationo Support ongoing and ad-hoc investor requestso Work on case studies and portfolio updates with the investment teamso Market research from Preqin and other sourceso Maintenance of data room materials and investor accesso Maintenance of investor pipelines and diligence request trackerso Work with Credit Sales team on roadshow calendars, diligence sessions and meeting supporto Liaise with Fund Management to produce data requests and reporting materialso Maintenance of fund level / portfolio level talking pointso Work on various ad-hoc internal and external presentations• CRM Maintenance o Maintain fundraise trackers on DealCloudo Monitor data room access process o Assist in DealCloud coordination of large scale-diligence events o Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)• Investor Meetings and Eventso Assist with onsite investor meetings and conferences by: § Coordinating with the Credit Sales, Credit Product and investment teams to schedule road shows with investors§ Preparing meeting agenda and presentation materials and organizing prep sessions• Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance Qualifications Requirements Education & Certificates• Bachelor's degree required• Minimum 3.5 GPA• Series 7 and 63 preferredProfessional Experience• Minimum of 2 years of experience required• Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management role• A strong understanding of financial markets and experience with credit strategies• Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit Product Specialist requests• Self-Starter, with the ability to work well under pressure• Strong interpersonal skills• Strong organizational skills and detail oriented; attention to detail• Excellent written and oral communication skills• Flexibility to handle multiple tasks and changing priorities• Demonstrated ability to work effectively as part of a teamPosition-specific Technical Requirements • Advanced Microsoft Office (including Excel and PowerPoint) skills required• CRM system including DealCloud is preferred• Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP dataBenefits/CompensationThe compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.The anticipated base salary range for this role is $125,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group. Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

Conduct in-depth research and analysis on private market investment opportunities, including private equity, private credit, venture capital, and real estate.Conduct in-depth research on various fund managers for potential asset allocation.Evaluate investment strategies, market trends, and competitive landscapes to identify attractive opportunities and potential risks.Perform financial modeling, valuation, and due diligence to assess the feasibility and potential returns of prospective investments.Prepare investment memos, presentations, and reports for internal stakeholders.Collaborate closely with investment professionals and senior leadership to support investment decision-making and portfolio management activities.Monitor and track portfolio performance, market developments, and regulatory changes affecting private markets.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree (e.g., MBA, CFA) preferred.1-5+ year of experience in a family office or small investment firm setting with a focus on private markets or manager selection.Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment analysis.Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.Detail-oriented with a demonstrated ability to manage multiple projects and prioritize tasks effectively.Team player with a proactive attitude, intellectual curiosity, and a passion for learning and growth.Proficiency in Microsoft Excel, PowerPoint, and other relevant financial analysis tools.

DESCRIPTIONAmazon Advertising seeks a Senior Financial Analyst to be a strategic business partner to the Advertising Technology Sales team. We are looking for a top analytical mind to develop a deep Ad Technology understanding, drive insights behind key performance indicators, provide guidance to prioritize and influence upcoming initiatives, and measure success of our partners. This role will work closely with Sales and Product teams to evaluate and determine the long-term strategy to drive incremental Advertising Revenue as well as Advertising Technology product feature adoption across our various technology product offerings.This role requires an individual with excellent analytical abilities, outstanding business acumen, and strong interpersonal skills to partner with Sales, Analytics, Product and Finance teams. The successful candidate will be a self-starter, comfortable with ambiguity, and have the ability to work in a fast-paced and ever-changing environment with exposure to senior leadership. Key job responsibilities• Manage and execute entire projects or components of large projects from start to finish including project management, data gathering and analysis, problem solving, and clear communication of insights and recommendations. • Develop quantitative models necessary for evaluating technology product/feature adoption. • Build, iterate, and automate financial reports, metrics, and scorecards to support short and long-term planning while working closely with Business Intelligence Engineers (BIE).• Provide financial reporting on the performance of the business and contribute deep-dive analyses and insights for Weekly/Monthly/Quarterly Business Reviews. • Partner with cross functional teams such as Product, Sales, Analytics, and broader Finance teams for automation and scalability. • Audit business/financial performance regularly and coordinate with other stakeholder teams including Product, Accounting, and other partner Finance teams. • Provide strategic support to key Agency & Ad Technology agreements, initiatives, and investments.A day in the lifeThe successful candidate will be comfortable with ambiguity and have highly respected business acumen. This role partners directly with cross-functional leadership and multiple Advertising Finance teams, and requires strong communication and technical skills.About the teamThe Advertising Technology Sales Finance team is part of the larger Advertising Finance organization, which supports the different Amazon Advertising business teams. The team acts as the primary finance partner for the Ad Technology Sales businesses and will work closely with the business to drive topline growth.We are open to hiring candidates to work out of one of the following locations:New York, NY, USABASIC QUALIFICATIONS- 3+ years of tax, finance or a related analytical field experience- 4+ years of applying key financial performance indicators (KPIs) to analyses experience- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience- 4+ years of building financial and operational reports/data sets that inform business decision-making experience- Experience with cube engine tools (e.g. TM1, Cognos or Essbase), SQL and Data warehouse- Bachelor's degree in finance, economics, statistics, business, or a related analytical field (e.g., engineering, math, computer science)PREFERRED QUALIFICATIONS- 4+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience- Knowledge of Tableau- Experience with advanced use of SQL for data mining and business intelligence- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $56,900/year in our lowest geographic market up to $128,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. Applicants should apply via our internal or external career site.

Perform detailed financial, qualitative and legal analysis of financially leveraged capital structures using niche knowledge of corporate finance, bankruptcy law and knowledge of other niche investment asset classes. Perform legal contract analysis for financial investment terms and conditions using experience reading and understanding corporate credit securities and/or ABS documentation. Evaluate investment opportunities for organization's Credit Group using different valuation methodologies (e.g., Discounted Cash Flow, Dividend Discount Model, Trading Multiples, etc.) across various sectors. Build and maintain full three statements (Profit and Losses, Balance Sheet, Cash Flow) and cash flow projection Financial Models, including valuation and returns modules, debt financing structures, and credit metrics for potential investment opportunities and current companies in organization's portfolio using experience with cash flow modeling and knowledge of evaluating debt financing structures, cash flows, and returns on investment (ROIs). Prepare required materials to present investment opportunities to the internal Investment Committee, including different valuation scenarios, fund returns, a full-opportunity assessment, and transaction structuring. Work with Credit Group to perform detailed due diligence of potential investment opportunities and economic factors for a range of industries by reviewing legal, technical, operational, and financial data of the investment target. Identify potential risks in investment opportunities and work with the Credit Group to create risk mitigation strategies for investments. Research and monitor major market trends and events in the global markets in order to identify potential new investment opportunities and/or risks in existing investments.Some domestic travel may be required, including travel to organization’s headquarter office in Dallas, TXThree (3) years of experience in job offered or three (3) years of financial credit analysis/research experience for financial services and/or investment/asset management companyBachelor's degree in Business Economics, Finance or Investment AnalysisSalary information: $175,000.00 - $225,000.00 per annumPlease copy and paste your resume in the email body do not send attachments, we cannot open them and email them at candidates at placementservicesusa.com with reference #1171086 in the subject line.Thank you.

Perform macro/capital market analysis and maintain advanced knowledge of fixed income marketsPerform fundamental and technical analysis of rates, credit, FI derivatives, structured finance and FXIdentify investment opportunities and develop investment strategies for multi-asset fixed income portfolio construction and rebalancingMonitor the performance of the fixed income securities/sectors in hybrid portfolios, and analyze the embedded risk factors to manage the downside risksInitiate improvement/development of portfolio management tools, processes, and reportingCommunicate with manager, analyst, research providers, broker dealers and vendors for portfolio managementParticipate in business meeting to share investment ideas/analysis and prepare reports/presentationsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.5+ years of experience in Fixed Income, Credit, and Structured FinanceBachelor's degree in finance, accounting, economics, or related fieldsAbility to clearly communicate and articulate ideas both written and orallyExcellent financial, mathematical, and statistical skillsReliable and timely, with independent problem-solving skillsTeam player who is committed, dedicated, and confident

Our client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with at least three years of Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel. Previous working experience in Aladdin and/or Bloomberg is preferred.Responsibilities Include:Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft ExcelRetrieving data and reviewing disclosure to support the firm's GIPS verification process.Calculating monthly GIPS composite dispersionsRequirements:At least three years of GIPS Composite performance & analysis experience at a large asset management firmStrong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plusExcellent written and verbal communication skills

Delphi Capital Management ("DCM") is a subsidiary of Tokio Marine Holdings and serves as the investment manager for its USD investment portfolios and to other TM group companies. DCM has $50B AUM and a strong proven track record of profitable growth.We are looking for an analyst to work closely with the Portfolio Manager to manage, analyze, optimize, and grow DCM's private credit portfolio. The analyst will monitor the performance of the existing portfolio, evaluate new growth opportunities within private credit and alternative assets, and assist in the underwriting of direct co-investments. Candidates should have 2-5 years of experience in fundamental credit analysis and/or investment manager due diligence. DESCRIPTIONOur team is comprised of investment managers and analysts who report to the Chief Investment Officer. The Analyst will:Work closely with external investment managers to monitor the private loan portfolio; assess portfolio credit quality, risk areas, and underperforming credits; analyze portfolio performance versus expectations and applicable benchmarks; ensure compliance with investment guidelines Conduct quantitative and qualitative analysis of the private credit portfolio, identifying trends, potential risks, and opportunities for future growth Prepare and provide written and verbal reports on the status and performance of the private credit portfolio; regularly communicate, both formally and informally, with Chief Investment Officer, Investment Team, Investment Committee, and othersSource and research new investment opportunities within private credit, including complementary asset classes, new geographies, and prospective new managers and funds Perform due diligence for new manager candidates, including detailed evaluation of credit underwriting, risk management, track record, investment team, etc. Screen, analyze, and help manage direct investment opportunities from external investment managers and other deal sources; conduct comprehensive credit analysis, including qualitative assessment and detailed financial modeling Collaborate with and support other members of the investment team, as well as other functional teams across the firmQUALIFICATIONS2-5 years of investment-related experience which may include i) direct lending (sourcing, underwriting, and managing private loans), ii) alternative investments, including screening, due diligence, and monitoring of alternative funds and asset managers, or iii) consulting, research, investment banking or similar roles focused on alternative investments or private creditBachelors' degree with strong academic credentials; MBA and/or CFA designation is a plus Solid knowledge of accounting, financial reporting, and credit analysis Detailed financial modeling skills, including company/credit forecasting and analysis Strong analytical and fundamental research skills, both qualitative and quantitative Highly effective communication skills, both verbal and writtenExcellent organizational skills and attention-to-detailHighly motivated and confident self-starter with ability to work independently Track record of working collaboratively and exceeding expectations in a team environmentProficiency with Excel, Word, and PowerPoint softwareCOMPENSATIONBase range of $100-150k, commensurate with experienceDiscretionary annual bonusFull benefits including medical, dental, wellness, 401(k)DCM is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.Tokio Marine Holdings, Inc. is a global financial service holding company that operates a broad array of property-casualty and life insurance, reinsurance, and other financial businesses.

Sr. Research Analyst (Cybersecurity) needed by Manhattan investment firm to perform complex analysis of publicly traded and private companies in the information technology, cybersecurity and software sectors. Participate in management of the firm’s proprietary private fund technology and cybersecurity portfolio and clients' managed accounts investments. Interpret financial, economic, industrial and political data; and their impact on price, volume, volatility and future trends of equities. Communicate with company executive management, analyze current long-term trends in prices, volume and volatility regarding investments. Must have a bachelor’s degree in Statistics and Economics, Finance or Economics and 5 years’ cybersecurity experience. $250,000 annually. Send resume to: R. Ottusch, #AH2024, Levin Capital Strategies, L.P., 767 Fifth Avenue, 18th Floor, New York, NY 10153.

Lead Asset Information Analyst (GIS) Location: White Plains, US **Summary** Accountable for the daily management and coordination of NYPA’s overall operations, including: Overseeing, monitoring, and evaluating the operational performance; directing the preparation of operating budgets and proposals for capital expenditure and investments in infrastructure, technology, equipment, systems, or other assets and resources; analyzing and approving operational investments that best meet the organization's business needs. Responsible for enterprise Asset Information and Data standards and the related systems of record. Also responsible for driving, refreshing, and prioritizing enterprise Asset Information strategy in alignment with Business Unit and enterprise vision. Socialize and advocate for the prioritization and assignment of resources to required asset information improvement activities and projects throughout the organization.\#LI-VB1 **Responsibilities** + Help close gaps identified within the Asset Information Strategy Document by supporting the Asset Information roadmap. + Ensure data quality and integrity. + Enforce corporate asset information standards and user requirements for corporate IT systems. + Manage the definition and implementation of improved data processes. + Manage work performed by NYPA staff and contractors to verify quality and adherence to schedule. + Oversee and prioritize work, providing direction, mentoring members of staff, and development of staff work performance goals with Director Asset Information. + Lead software contractors on system upgrade implementation business process and assist with / provide recommendations regarding goals and objectives for meeting implementation requirements. + Identifying opportunities for improvements in Utility Operations. + Analyze/audit existing business processes to identify improvement opportunities or gaps where new processes/controls are needed. + Anticipate bottlenecks, provide management escalation, prioritize and execute projects, and balance business needs vs. technical. **Knowledge, Skills and Abilities** + Deep knowledge of the Energy Industry. + In-depth familiarity with Asset Information/Data and related technologies, services, and practices within NYPA. + Deep technical skills and abilities to perform varied and complex technical tasks. + Ability to manage large projects and propose continuous improvement to processes. + Ability to lead, coach, review, and delegate work to other professionals **Education, Experience and Certifications** Bachelor’s degree in engineering, IT, information science, GIS, or related field required. Minimum 6 years of related experience required. Utility experience preferred. **Physical Requirements** Up to 20% travel throughout New York State on an occasional basis. Ability to perform fieldwork in remote locations during all seasons. Fieldwork may require extensive foot travel over uneven terrain. Valid Drivers license The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The target salary range for this position is: $108,490.000 - $149,170.00. The salary offered will be determined based on the successful candidates’ relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates’ disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email  [email protected] . **New York is Powered by You** We are a team of over 1,900 energy technologists, IT specialists, business experts, hydro engineers, and other professionals leading the energy revolution. With state-of-the-art technology, advanced R&D, and a modernized infrastructure, we provide New Yorkers with low-cost, clean, reliable power — and we are well on the way to becoming the first fully digital utility in the country. At NYPA, you will be empowered to think big, do good, and transform the energy industry. **NYPA on Forbes "Best of" - again!** NYPA is ranked by Forbes as one of America's best midsize employers for 2022 (https://www.forbes.com/companies/new-york-power-authority/?sh=1a1da5ad3160) for the fourth consecutive year! Browse today and apply.