• Equitable (Charlotte, NC)
    …The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with the Equitable Advisors ... . Community / Marketing Title: Senior Relationship Manager, Advisory and Investment Consulting Location_formattedLocationLong: Charlotte, North Carolina US more
    Upward (07/19/25)
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  • Marsh Berry (Grand Rapids, MI)
    …Details Position Summary: MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team. The Vice President is responsible for ... and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes: negotiation, structure, terms and conditions,… more
    Upward (07/28/25)
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  • Tyton Partners (Boston, MA)
    …on improving learner outcomes In addition, you will have prior experience in consulting , investment banking, market research, or other analytical role and bring: ... firm initiatives About Tyton Partners Tyton Partners is a mission-oriented strategy consulting and investment banking firm focused exclusively on the market… more
    Upward (07/08/25)
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  • Jefferies (New York, NY)
    …Qualifications: Bachelor's or an advanced degree. 2-5 years of experience in investment banking, capital markets or consulting , ideally from related fields ... ''we,'' ''us'' or ''our'') is a US-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a US… more
    Upward (07/25/25)
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  • FBR & Co. (New York, NY)
    …3-5 years of relevant restructuring/distressed experience at a professional services firm, consulting firm, or investment banking; or an advanced degree with ... Associate - Investment Banking New York, NY About B. Riley...FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales… more
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  • Cambridge Associates LLC (Boston, MA)
    …range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting . Headquartered in Boston, Massachusetts, CA has ... Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments &...(ideally in a strategy function) or a top management consulting firm (ideally with financial services industry experience) Strong… more
    Upward (07/30/25)
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  • Oxford Financial Group, Ltd. (Carmel, IN)
    …industry with direct client responsibility Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques Proven ... Duties & Responsibilities: Leads client engagements and delivers effective and appropriate investment advice. Serves as lead relationship manager to clients or as a… more
    Upward (07/27/25)
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  • Novo Nordisk Inc. (Plainsboro, NJ)
    …financial intelligence methodologies to assess market viability, supporting informed investment and strategic choices LEADERSHIP AND DEVELOPMENT : Champions the ... Triple Bottom Line in Market Intelligence and internal strategy consulting . Develops innovative solutions to unstructured, complex problems; recommendations have… more
    HireLifeScience (06/04/25)
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  • Eisai, Inc (Nutley, NJ)
    …the development of brand and business plans.Champion AD innovation and strategic investment opportunities that advance the business and serve to fulfill our mission ... years relevant pharmaceutical experience or professional experience in marketing, consulting , pharma, life sciences or related areaWork experience in Alzheimer's… more
    HireLifeScience (07/01/25)
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  • Segal (Chicago, IL)
    …is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing ... servicing of such relationships. The Senior Consultant is broadly knowledgeable about the consulting services in the public sector market, and viewed as a valued… more
    Upward (07/03/25)
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  • Fidelity Investments (Covington, KY)
    Investment Review meetings. Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and ... design alternatives. The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives. Identifying key drivers and… more
    Upward (07/25/25)
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  • Harrison Gray Search and Consulting LLC (Phoenix, AZ)
    …partnered with a fast-growing multi-family office as they look to add a licensed Investment Operations Associate to their team in Phoenix. About the Firm: Our client ... Act as a liaison between internal teams, custodians, and third-party investment managers Handle client-initiated transactions, including wires, deposits, and account… more
    Upward (07/29/25)
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  • We Insure (Chicago, IL)
    …Mathematics, Data Analytics, or a related field. 3+ years in FP&A, investment banking, consulting , equity research, private equity, corporate development, or ... a similar analytical role. Strong grasp of how business actions flow through to enterprise value. Mastery of financial modeling, DCF, and valuation techniques. Advanced proficiency in Excel and financial modeling Experience with an ERP and/or planning tool… more
    Upward (07/25/25)
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  • Deloitte (Atlanta, GA)
    …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... and "fund formation, hold, and exit reporting and consulting " peak your interest? Do you enjoy providing tax...consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager,… more
    Upward (07/12/25)
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  • Commure Athelas (Mountain View, CA)
    …proactive about solving emerging problems What You Have 5+ years experience in consulting , investment banking, and/or operations at a fast-paced growth tech ... company Experience with data analysis and developing data-driven solutions to new challenges. Familiarity with SQL a requirement (there will be an open-resource basic SQL assessment as part of the interview process). Demonstrated drive, intellectual curiosity,… more
    Upward (07/20/25)
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  • The Trade Desk (New York, NY)
    …Who you are: 8+ years of relevant experience in corporate finance, FP&A, investment banking, strategy consulting , or a related analytical and strategic ... sales leadership to inform and optimize resource allocation, headcount planning, and investment decisions that maximize sales productivity and ROI. - Develop and… more
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  • J Harlan Group, LLC (Houston, TX)
    Market Data Procurement Manager Global Investment Bank - Houston or Philadelphia Office J Harlan Group is currently conducting a search for a Market Data Procurement ... has arisen to join the dynamic global Market Data team of Global Investment Bank in their Houston or Philadelphia office supporting the firm's Commodities -… more
    Upward (07/25/25)
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  • Right Hand Talent (Chicago, IL)
    …where they directly owned business outcomes Has a maximum of 2-3 years in consulting or investment banking before moving to operations Genuinely enjoys getting ... into details and grinding out execution while maintaining strategic perspective Has a natural sales instinct - business development energizes them Is highly structured and disciplined in approaching complex, ambiguous projects Can take a high-level objective… more
    Upward (07/28/25)
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  • Bank of America (New York, NY)
    …and the development and ongoing strategy for Non-Traditional Assets. Co-ordinate/produce investment strategy thought leadership for GWIM investment strategy ... Assets The Alternatives Investments team is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management. The team is… more
    Upward (07/23/25)
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  • Bizzell Group (Mountain View, CA)
    About Bizzell US: Bizzell US (Bizzell) is a HUBZone-certified consulting , strategy, investment , and technology firm that designs innovative solutions to help ... Maintenance and Operations (M&O), merging advanced technology with strategic consulting to revolutionize facility management. Our commitment to excellence is… more
    Upward (07/15/25)
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