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Investment banking analyst Jobs in Buffalo, NY

Last updated: 2 days ago
  • Promoted
Investment Associate

Investment Associate

TalentRise, An Aleron CompanyBuffalo, NY, United States
Full-time
Primary responsibilities include supporting existing financing programs and development and implementation of new programs, as well as investor relations and special project assignments.Secondary r...Show moreLast updated: 2 days ago
  • Promoted
Investment Operations Manager

Investment Operations Manager

StraussGroup - Executive Search ConsultantsBuffalo, NY, United States
$70,000.00–$100,000.00 yearly
Full-time
Our client, a locally based wealth advisory firm, is looking to add an.Investment / Insurance Operations Manager.This position is a great career opportunity for an individual who has experience with ...Show moreLast updated: 4 days ago
Supervisor, Video Investment

Supervisor, Video Investment

DigitasNew York, US
Right now, we’re looking for a stellar Media Supervisor who’ll lead the team in bringing that transformation to life through cross-platform video and local channels – with a focus on the ever-evolv...Show moreLast updated: 30+ days ago
  • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

Key BankBuffalo, NY, United States
$90,000.00–$125,000.00 yearly
Full-time
Exchange Street - Buffalo, New York 14210.Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and com...Show moreLast updated: 30+ days ago
  • Promoted
BankOnBuffalo, C & I Commercial Banking

BankOnBuffalo, C & I Commercial Banking

BankonBuffaloBuffalo, NY, US
Full-time
The C & I Commercial Banker must be willing to Interview commercial loan applicants and make credit decisions within established guidelines. Process loan applications, maintain customer relation...Show moreLast updated: 2 days ago
  • Promoted
Senior Associate / VP Credit Underwriter - Investment

Senior Associate / VP Credit Underwriter - Investment

JCWWestchester County, NY, United States
Full-time
JCW has partnered with a growing private credit fund in their search for a Senior Associate or VP level Credit Underwriter. This firm is relatively new to the market as they’re a direct lender for m...Show moreLast updated: 4 days ago
Banking Services Accounting Analyst II - Banking Controls

Banking Services Accounting Analyst II - Banking Controls

M&T BankBuffalo, NY
$51,504.81–$85,841.35 yearly
Full-time
Supports all accounting-related activities, projects, analysis and / or conversions for an assigned area outside Finance. Responsible for development and management of operational accounting control f...Show moreLast updated: 30+ days ago
  • Promoted
Alternative Investment, Product Specialist (Western US, Remote)

Alternative Investment, Product Specialist (Western US, Remote)

Selby Jenningsbuffalo, NY, United States
Remote
Full-time
VP Product Specialist - Western US.We are seeking a highly skilled and motivated Product Specialist to cover the alternative asset class across the Western US region. As a key member of the team, yo...Show moreLast updated: 3 days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupBuffalo, NY (New York)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
Investment Banking - Mid Cap Investment Banking - Analyst

Investment Banking - Mid Cap Investment Banking - Analyst

JPMorgan Chase Bank, N.A.New York, US
$110,000.00–$135,000.00 yearly
Full-time
We are seeking a highly skilled and experienced Analyst to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive...Show moreLast updated: 12 days ago
Investment Banking Division - Analyst - Munich

Investment Banking Division - Analyst - Munich

Morgan StanleyNew York, US
Investment Banking Division - Analyst - Munich.Europe, Middle East, Africa-Germany-Germany-Munich.Investment Banking / Sales / Trading / ResearchEmployment Type : Full TimeJob Level : Analyst.Morgan Stanley ...Show moreLast updated: 30+ days ago
  • Promoted
Commercial Banking Relationship Manager

Commercial Banking Relationship Manager

Calculated HireBuffalo, NY, United States
Full-time
Commercial Relationship Manager III / Commercial Banking Manager III.Buffalo (Western NY Market) and Pittsburgh, PA- Hybrid Model. The Commercial Relationship Manager III / Commercial Banking Manage...Show moreLast updated: 22 days ago
Consultant - Banking and Payments

Consultant - Banking and Payments

CAPCONew York, US
As a Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems.Your insi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant - Wealth Management & Investment Advisory

Financial Consultant - Wealth Management & Investment Advisory

PowerwellBuffalo, NY, United States
$75,000.00–$150,000.00 yearly
Full-time
Powerwell is a leading recruitment firm helping our clients discover top talent.Our client is a premier investment firm who is based in New York who serves a broad spectrum of clients including ind...Show moreLast updated: 22 days ago
Investment Associate

Investment Associate

Acara SolutionsBuffalo, NY, US
$75,000.00–$90,000.00 yearly
Full-time
GENERAL DESCRIPTION OF DUTIESPrimary responsibilities include supporting existing financing programs and development and implementation of new programs, as well as investor relations and special pr...Show moreLast updated: 4 days ago
Investment Advisor

Investment Advisor

The Quintessential ExperienceSuffolk County, NY
$60,000.00–$128,000.00 yearly
The Quintessential Experience -.Benefits : 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professi...Show moreLast updated: 30+ days ago
Quantitative Research Analyst – Equities – Investment Management – New York

Quantitative Research Analyst – Equities – Investment Management – New York

Octavius FinanceNew York, US
Permanent
An esteemed investment management firm is seeking a talented Quantitative Research Analyst with strong development skills to join their Equity team. This role offers a unique opportunity to work clo...Show moreLast updated: 30+ days ago
Investment Associate

Investment Associate

TalentRise, An Aleron CompanyBuffalo, NY, United States
2 days ago
Job type
  • Full-time
Job description

GENERAL DESCRIPTION OF DUTIES

Primary responsibilities include supporting existing financing programs and development and implementation of new programs, as well as investor relations and special project assignments. Secondary responsibilities include supporting other organizational functions related to finance, fundraising, grants administration, outreach and marketing, partner and vendor engagement and management, and related projects.

MAJOR FUNCTIONS

Sourcing and Evaluating Investment Opportunities

  • Coordinate with Launch NY Entrepreneur-in-Residence Program Manager to source deals.
  • Participate in outreach and lead generation planning and programming, including virtual and in-person events.
  • Lead day-to-day activities related to investment processes, including applications, due diligence (financial analysis, market research, and operational assessments to determine investment viability), investment pitches, investment transactions, and portfolio management.
  • Engage, coordinate, and train client companies and Launch NY Entrepreneurs-in-Residence, personnel, and contractors regarding financial products and client financing providing training, consultation, financial transaction management, and related activities.
  • Lead syndication efforts for co- and follow-on investment.
  • Coordinate with partner organizations and ecosystem activities and events.

Portfolio Management and Support

  • In coordination with Entrepreneur-in-Residence Program Manager, actively support portfolio companies in areas such as strategic direction, fundraising, operational efficiency, and scaling.
  • Monitor portfolio performance, ensuring that companies meet growth targets and strategic milestones.
  • Develop, refine and report metrics from Microsoft Dynamics (CRM system) and Venture360 (fintech platform).
  • Support investor use of Venture 360.
  • Develop and manage partner and vendor relationships at the direction of Fund Manager.
  • Provide regular reporting on all functions to Senior Operations Manager and Fund Manager and as assigned, President and CEO and Board of Directors.
  • Coordinate with Launch NY personnel to support organizational needs in finance, accounting, grants administration, IT and CRM systems, fundraising, marketing, EIR and related programming, and other areas.
  • Work with Senior Operations Manager to maintain procedures, process and fund management.

    • Investor Relations

  • Serve as the primary point of contact for institutional investors, limited partners, and other ecosystem partners / stakeholders.
  • Lead quarterly and annual investor reports and meetings, ensuring transparent communication regarding portfolio performance, fund strategy, and market insights.
  • Build and maintain strong relationships with investors, addressing and providing strategic updates on fund and portfolio performance.
  • Develop investor education, network or other portfolio engagement with marketing team.

    • Fundraising and Capital Raising

  • Support strategic planning and modeling for financial programs.
  • Support fundraising efforts, including outreach, investor / funder recruitment and onboarding, and reporting.
  • Establish and maintain marketing materials, data rooms, and other required documentation.

    • Market Research and Analysis

  • Conduct financial analysis and modeling related to financing programs and individual companies.
  • Create and manage documentation related to financing programs.

    • General

  • Manage day-to-day engagement with legal counsel supporting financing program activities.
  • Manage personnel as assigned by President & CEO and Fund Manager.
  • Perform other duties as assigned by President & CEO and Fund Manager

    • WORK EXPERIENCE REQUIREMENTS

  • Three or more years' experience in relevant roles in financial programs operations.
  • One or more years' experience in direct financing to companies, including managing transaction documents.
  • Two or more year's experience in due diligence for direct company financing.
  • Two or more years' experience in developing and presenting financial models and proposals.
  • Demonstrated ability to work independently with minimal to moderate supervision in fulfilling work duties
  • Demonstrated ability to engage in relationships with multiple stakeholders involved in financial programs.
  • Ability to develop and manage financials and project budgets with strong Excel and other digital financial tools capabilities.
  • General understanding of capitalization tables and legal terminology related to venture capital.
  • Knowledge, understanding, and passion regarding the challenges and priorities of a startup organization, entrepreneurship and non-profit environment.
  • Ability to work effectively in teams, both externally and internally, on evolving initiatives.
  • Ability to work in a combination of on site and remote work environments.
  • Excellent written and verbal communication skills and natural collaborative work style with strong proficiency in interacting via digital media and software tools, including Microsoft Office, social media, and other applications.
  • Desire to grow with the organization.
  • Strong project management skills and attention to detail.

    • Preferred :

  • Experience working with financial programs for businesses, especially involving equity financing for startup and early stage companies.
  • Experience in supporting administration of entrepreneurship and / or business assistance programs.
  • Experience implementing and using CRM and fund management software.
  • Proficiency with accounting and other financial program software.

    • B.A. / B.S. in Business or Related Major or equivalent combination of education and work experience. MBA, CPA, and / or other relevant advanced degree preferred in finance or accounting.

    The Associate must be able to :

  • Engage in a hybrid work environment with three days in-office.
  • Work evenings or weekends during periods of heavy workload or to meet deadlines.
  • Attend periodic programs or events outside typical workday hours.
  • Sit and use a personal computer for long periods of time.
  • Lift boxes, binders, and other materials up to 25 lbs.Use car, train, and / or airline travel as required.