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Advisory Jobs in Oneida, New York

Bbva Cib Debt Advisory Internship
By BBVA At New York City Metropolitan Area, United States
Strong organizational skills to manage tight deadlines and complex projects
Bachelor’s Degree in Economics, Accounting, Finance, Math, Engineering, or related field
Fluent in English. Working knowledge of Spanish is a plus, but not required
Previous experience with financial models is a plus
Excellent communication and presentation skills
Ability to work in a team environment and be flexible in terms of responsibilities
Principal - Renewables Advisory
By The Renewables Consulting Group At New York City Metropolitan Area, United States
Minimum five (5) years of experience in the renewable energy business (e.g., advisory, project development, permitting, construction, asset management).
Manage consulting engagements in the renewable energy sector.
Develop and maintain a high level of personal credibility and manage work ethic staff.
Demonstrate strong negotiation and facilitation skills with the ability to motivate, persuade and build consensus.
Build, manage, and maintain client relationships.
A desire for business development and improving client service experience.
Associate - Secondary Advisory
By Selby Jennings At New York City Metropolitan Area, United States
Prior Secondaries experience with an Investment Bank, Placement Agent, or Private Equity firm
Excellent communication and technical skill set
Bachelors degree in Finance, Math, or Economics
Preparing and delivering presentation materials
Supervising junior members of the team
Playing key leadership role in all aspects of GP-led or LP-led secondary transactions
Restructuring & Turnaround Advisory Leader
By Eastward Partners Inc. At New York City Metropolitan Area, United States
Exposure to Bankruptcy and Case Management
Assess and develop options based on financial analysis and project manage these to deliver a solution for a client
3-7 years of experience in Restructuring, Performance Improvement, Turnaround, and/or Investment Banking,
2 or more years of consulting, investment banking, restructuring, or private equity experience.
Strong interpersonal skills and comfortable communicating with all levels
Good communication skills, both written and verbal
Director Of Kyc Advisory
By Hamlyn Williams At New York City Metropolitan Area, United States
Lead the implementation of any new or improved US regulatory requirements, policies and/or procedures
Manage and supervise daily reports of daily transactions and customer uploads
Knowledge of US AML/BSA and OFAC regulations
Review and validate high-risk KYC files to ensure completeness and compliance aligned with Bank and regulatory standards.
Review and advise regulatory guidance to the Bank staff on proposed transactions and activities
Support Front Office on specific questions or queries related to AML, proposed customers and transactions
Vice President - Secondaries Advisory
By Gilbert & Robinson Pty Ltd At New York City Metropolitan Area, United States
• Applied knowledge and/or experience of private equity and secondaries advisory/ secondaries buy-side
• Applied knowledge of corporate finance and business valuation and modelling
• Ideally experience at the VP level, 5-8 experience years would be ideal
• Strong skills in financial modelling
• Working knowledge of PE legal and regulatory frameworks
This larger Group provides capital raising and secondaries advisory services to both General Partners and Limited Partners.
Engagement Manager - Strategic Advisory
By Trinity Life Sciences At New York City Metropolitan Area, United States
Train and mentor junior staff on project case teams and as a reporting manager, as well as through internal training efforts
Create and manage client proposals and presentations
Demonstrated quantitative and analytical skills
Excellent communication (written and verbal) and interpersonal skills
Serve as the main client point of contact for project engagements and internal team lead
Generates and presents client-ready materials, including research materials, interim deliverables, and final project reports
Engagement Manager - Strategic Advisory
By Trinity Life Sciences At New York, NY, United States
Train and mentor junior staff on project case teams and as a reporting manager, as well as through internal training efforts
Create and manage client proposals and presentations
Demonstrated quantitative and analytical skills
Excellent communication (written and verbal) and interpersonal skills
Serve as the main client point of contact for project engagements and internal team lead
Generates and presents client-ready materials, including research materials, interim deliverables, and final project reports
Vice President, Capital Advisory
By Lincoln International At New York, United States
Experience to successfully manage teams of Associates and Analysts; and
Identifying and contacting finance providers on transactions;
Excellent finance, accounting and financial modeling and good business acumen;
Strong verbal and written communication skills;
Degree in finance and/or accounting desirable, or have successfully completed significant coursework in these or related areas.
Conceptualizing, organizing, processing and delivering new business presentations;
Transaction Advisory Director (M&A/Pe)
By Gilbert & Robinson Pty Ltd At New York, NY, United States
-Active CPA license or equivalent certification preferred.
-Excellent analytical skills and attention to detail.
Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors
Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities
Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics
Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes
Director Of Advisory Jobs
By Gilbert & Robinson Pty Ltd At New York, NY, United States
-Active CPA license or equivalent certification preferred.
-Excellent analytical skills and attention to detail.
Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors
Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities
Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics
Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes
Head Of Public Listing Advisory
By Satoshi Capital Advisors At New York, NY, United States
Excellent leadership and team management skills, with a passion for cultivating a high-performance culture.
Exceptional communication and presentation abilities, with the capacity to influence stakeholders at all levels.
Solid problem-solving and analytical abilities, with an unwavering commitment to delivering exceptional value to clients.
Proven track record in IPOs and public listing processes.
Strong understanding of capital markets, regulatory frameworks, and financial analysis.
Strategic thinker with a keen eye for identifying opportunities in a rapidly changing market.
Operations Lead, Advisory Jobs
By Robinhood At New York, NY, United States
In collaboration with brokerage partners, own the development and subsequent management of the advisory's operational infrastructure
Command deep knowledge of operational processes and standards.
Be a strong advocate for providing our customers the best possible experience.
Bachelor's degree and/or equivalent experience
Advanced working experience 7-10+ years of experience with:
Knowledge of and passion for trading mechanics
Digital And Technology Services – Erp Advisory, Corporate Performance Improvement Team
By Alvarez & Marsal At New York, NY, United States
Technology Investment Management and Cost Takeout
ERP Strategy – ERP assessment, planning, process improvement, experience with various ERP systems (e.g. SAP, Oracle, Microsoft Dynamics, NetSuite, Workday)
4-12 years of professional consulting or relevant industry experience
Experience in any of the following industries preferred:
Demonstrated experience in managing projects and directly supervising project resources
Serve as Project Lead and/or Subject Matter Advisor on A&M’s Digital and Technology Services oriented client projects
Advisory Council - Non-Executive Director
By Climate Arc At New York, United States

About Climate Arc Climate Arc is a philanthropic organization working to accelerate corporate climate action by unlocking the trillions of dollars of private capital required to meet global ...

Analyst - Private Capital Advisory
By Lazard At New York, United States
One year of relevant work experience (investment banking, corporate finance, management consulting or placement agent is strongly preferred)
Decades of experience and a global network of relationships with relevant sources of capital
Manage the new investor / buyer outreach process as part of live transactions
Track market data to assist the group’s communications with fund managers and limited partners
Strong interpersonal skills and ability to communicate both to PCA deal teams and external clients
Private Equity and Credit Fund Placement:
Compliance Analyst-Investment Advisory Jobs
By Voya Financial At , New York, 10169, Ny
Analyze client documentation and information for accuracy, and determine adequacy thereof based upon dealer requirements, account type and products traded
Liaise with Client Services, Middle Office Operations, Legal, and Compliance and advise on requirements or deliverables
Review daily shareholding records to ascertain whether shareholding disclosure reporting requirements have been triggered
Bachelor's degree in Accounting, Finance, Economics or relevant areas of study.
Bachelor's Degree or equivalent experience
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Director- It Audit/Sox Advisory
By CNM LLP At , New York, Ny $172,000 - $180,000 a year
Strong project management skills; able to communicate clearly and effectively, giving support and keeping tasks on track
Oversee successful project completion by prioritizing manager and senior tasks
Bachelors degree is required in a related field; information systems, computer science, business, finance or accounting preferred
Minimum of 9+ years of hands-on knowledge in IT consulting, IT internal audit, IT compliance, and SSAE 18 engagements
Experience working in a large public accounting or consulting firm is required
Advanced written and oral communication skills
Hr Advisory Program Management Office, Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $80,750 - $115,000 a year
~5 years of experience in Human Resources, management consulting, business transformation, or related function
Required Qualifications, capabilities, and skills:
Prioritization and execution skills; ability to work well under pressure and to manage multiple priorities; Self-starting, high energy, independent thinker
Advanced capabilities in Excel and PowerPoint, and experience using Microsoft Teams
Well-developed analytical skillset, including data analysis, visualization, and insight delivery
Developing new solutions to meet client needs, as needed
Vp, Strategic Advisory Group
By The Job Network At New York, NY, United States

Finance: PJT Partners Holdings LP seeks VP, Strategic Advisory Group in NY, NY to execute mergers & acquisitions & capital mrkts transactions w/focus on transactions in Tech, Media, & Telecom ...