3,587 Financial Advisory jobs in the United States

• Work with ISF Directors on transaction development and deal execution for ISF clients, including market research, design, structuring, marketing, negotiation, etc. Projects may include but are not limited to:
  • Design and launch thematic impact investment fund or financial mechanism to address an identified market gap.
  • Assess financial needs of social enterprises, agro-enterprises, or rural financial institutions and support development of pitch materials and outreach to prospective investors.
  • Project manage the development of new partnerships focused on rural financial inclusion, working with agro-enterprises, investment companies, and/or financial service providers.
  • Develop or evaluate investment pipeline for an agricultural investment fund.
  • Conduct market landscape analyses, feasibility assessment, and option prioritization for new rural financial model opportunities with ISF clients.
• Conduct in-depth due diligence, including financial, market, legal, and stakeholder analyses related to corporate advisory and specific problem-solving mandates.
• Build and oversee team members to develop financial models that cover operations, cash flow, capital structure, and macro-economic impacts and produce projections, valuations, and credit analyses.
• Draft term sheets and review legal documents in connection with project execution.
• Produce clear, concise written materials, and presentations.
• Oversee or advise on individual and team work plan, including tasks and milestones.
• Support direct intellectual input and analysis for original ISF research efforts, engage with key stakeholders to further the team's understanding, and support the production and creation of publishable content, in collaboration with ISF's communications team.
• Facilitate multi-stakeholder relationships with financial institutions, agricultural enterprises, philanthropic organizations, and other stakeholders for the benefit of ISF.
• Take a leading role with ISF Directors in origination, business development, outreach, and network-building efforts.
• Travel as needed to support implementation.

• 10+ years professional experience in a transactional environment: emerging markets investment banking, project finance, private equity, venture capital, equity/credit research, investment management, financial advisory, or comparable experience at a leading financial institution.
• Experience and comfort in a fast-paced, multi-tasking transactional environment.
• Significant experience in financial modeling.
• Strong analytical and conceptual skills applied towards understanding and interpreting business operations, management capabilities, and practices as they relate to market financial requirements.
• Demonstrated experience getting things done independently under ambiguous circumstances, particularly in developing countries.
• Exceptional communication skills and ability to present information in an insightful and structured manner, both written and oral.
• Professionalism and demonstrated experience working with senior executives and officials in the private and/ or public sector.
• Familiarity with innovative finance for development and common development finance tools (e.g., risk guarantees, concessional lending, blended finance, etc.).
• Passion for application of innovative financial structures towards inclusive and sustainable markets.

• Work with ISF Directors on transaction development and deal execution for ISF clients, including market research, design, structuring, marketing, negotiation, etc. Projects may include but are not limited to:
  • Design and launch thematic impact investment fund or financial mechanism to address an identified market gap.
  • Assess financial needs of social enterprises, agro-enterprises, or rural financial institutions and support development of pitch materials and outreach to prospective investors.
  • Project manage the development of new partnerships focused on rural financial inclusion, working with agro-enterprises, investment companies, and/or financial service providers.
  • Develop or evaluate investment pipeline for an agricultural investment fund.
  • Conduct market landscape analyses, feasibility assessment, and option prioritization for new rural financial model opportunities with ISF clients.
• Conduct in-depth due diligence, including financial, market, legal, and stakeholder analyses related to corporate advisory and specific problem-solving mandates.
• Build and oversee team members to develop financial models that cover operations, cash flow, capital structure, and macro-economic impacts and produce projections, valuations, and credit analyses.
• Draft term sheets and review legal documents in connection with project execution.
• Produce clear, concise written materials, and presentations.
• Oversee or advise on individual and team work plan, including tasks and milestones.
• Support direct intellectual input and analysis for original ISF research efforts, engage with key stakeholders to further the team's understanding, and support the production and creation of publishable content, in collaboration with ISF's communications team.
• Facilitate multi-stakeholder relationships with financial institutions, agricultural enterprises, philanthropic organizations, and other stakeholders for the benefit of ISF.
• Take a leading role with ISF Directors in origination, business development, outreach, and network-building efforts.
• Travel as needed to support implementation.

• 10+ years professional experience in a transactional environment: emerging markets investment banking, project finance, private equity, venture capital, equity/credit research, investment management, financial advisory, or comparable experience at a leading financial institution.
• Experience and comfort in a fast-paced, multi-tasking transactional environment.
• Significant experience in financial modeling.
• Strong analytical and conceptual skills applied towards understanding and interpreting business operations, management capabilities, and practices as they relate to market financial requirements.
• Demonstrated experience getting things done independently under ambiguous circumstances, particularly in developing countries.
• Exceptional communication skills and ability to present information in an insightful and structured manner, both written and oral.
• Professionalism and demonstrated experience working with senior executives and officials in the private and/ or public sector.
• Familiarity with innovative finance for development and common development finance tools (e.g., risk guarantees, concessional lending, blended finance, etc.).
• Passion for application of innovative financial structures towards inclusive and sustainable markets.

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

• 15+ years of experience in "Big 4"/national public accounting firm/consulting and/or corporate accounting
• CPA required
• Expert knowledge of U.S. GAAP
• Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters
• Significant experience in areas such as:
  • Revenue recognition across a variety of industries (ASC 606)
  • Business combinations (ASC 805)
  • Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815)
  • Derivatives and hedge accounting (ASC 815)
  • Variable interest entities & consolidations (ASC 810)
  • Income taxes (ASC 740)
  • SEC Regulations S-K and S-X
• Deep experience in asset management, financial services, and/or banking Industries.
• Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs across all Embark service offerings and delivering tailored solutions that drive value.
• Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice.
• Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.
• A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
• Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
• Exceptional skills in leading and developing teams of consultants
• Typical compensation range starting at $250,000+ based on experience, plus bonus potential

The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

What You’ll Do:

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Ideal Candidate Background:

• 5+ years of relevant professional services experience.
• Passion for investment management and client service.
• Excellent academic background (minimum of bachelor’s degree required) and strong cognitive ability.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $140,000 - $160,000 together with the benefits listed above.

• Advanced Analysis
• Asset Advisory
• Decommissioning and Restoration
• Energy Transition and Sustainability
• Environment and Society
• Geosciences
• Market Services
• Safety Consulting
• Transport, Infrastructure & Logistics
• Water

• Revenue Generation: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors.
• Strategic Client Leadership: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks.
• Practice Leadership: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences.
• Project Excellence: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects.
• Thought Leadership: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry whitepapers.
• Innovation: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services.
• Sustainability & Safety: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals.
• Travel as required for various field programs.

• Experience:
  • 15+ years in Financial Advisory, with expertise in M&A advisory, debt financing, lender technical advisory, or ESG financing.
  • Proven track record as a top-tier business developer, generating $5M+ in annual revenue.
  • Extensive network in New York's PE, investment banking, or institutional investing sectors, with established C-level relationships.
  • Experience at a top-tier consulting firm (e.g., Big Four), investment bank (e.g., Goldman Sachs, J.P. Morgan), or boutique advisory firm in senior business development roles.
  • Preferred: Expertise in Energy, Infrastructure, Refining, Petrochemicals, or Renewables, with knowledge of energy transition financing.
• Education:
• • MBA, BS in Finance/Accounting, or equivalent.
  • Certifications (e.g., CFA, CPA) are a plus.

• Skills:
  • Exceptional communication and influencing skills, adept at engaging C-suite and Board-level stakeholders.
  • Advanced analytical, quantitative, and strategic problem-solving skills to navigate complex client challenges.
  • Proven ability to lead cross-functional, multicultural teams and deliver results under tight deadlines.
• Attributes:
• • Established industry network in New York, enabling rapid revenue growth.
  • Willingness to travel extensively to financial hubs (e.g., London, Houston, Singapore) for client meetings and deal closures.
  • Reputation as a trusted advisor with a passion for sustainability and energy transition.

This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Job Description - Principal Financial Advisory Consultant - Top-Tier Business Developer (NEW00K3) Principal Financial Advisory Consultant - Top-Tier Business Developer - NEW00K3 Company : Worley Consulting Primary Location Primary Location : USA-New York Job Job : Management Consultants Schedule Schedule : Full-time Employment Type : Employee Job Level : Manager Job Posting Job Posting : Apr 29, 2025 Unposting Date Unposting Date : May 30, 2025 : Principal Financial Advisory Consultant - Top-Tier Business Developer Worley Consulting Group New York, USA Worley Consulting. Be part of the solution. The dual challenge of supplying energy to a growing population, while addressing the risks of climate change , is one of the greatest challenges the world is facing today. The energy transition isn’t just about alternative fuels, power generation, or use, or storage . It’s all the elements that contribute to the energy ecosystem. We view these challenges as opportunities to deliver a more sustainable world. We’re developing strategies and business cases for emissions intensive clients to move to low carbon energy options, as efficiently and safely as possible. Our consultants are advising customers on circular and hydrogen economies, water stewardship, electrification , and climate change risk and adaptation.We work on projects around the globe. The problems our global and so are we. Who we are: Advanced Analysis Decommissioning and Restoration Energy Transition and Sustainability Environment and Society Market Services Safety Consulting Transport, Infrastructure & Logistics Water Challenging complexity. Shaping a sustainable future. Economic viability. Resource availability. Digital reliability. Carbon neutrality. These are the components of the world’s pressing energy and resource problems. Sound complicated and tough to balance? It is. Luckily we thrive in complex environments Join a community of consultants, scientists, strategists, and engineers all dedicated to solving the world’s critical infrastructure, environmental, energy, and resource challenges. By seeing things from a different perspective, we enhance the Worley Group’s ability to serve our clients. We are together delivering a more sustainable world. We put sustainability at the heart of everything we do We work with business to develop the right strategy, log in to a digital future, secure and safeguard social license, enhance local communities, and power the energy transition. We know we won’t solve today’s problems by using the same thinking that created them. So, from start to finish, we challenge ourselves to find the best way forward. We question every decision, assumption, and way of working to make sure we get it right. The first time. Rising to the challenge, together We are thousands of consultants across the globe. Be part of the future – welcome to our growing team! Overall Responsibilities and Key Accountabilities Revenue Generation: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors. Strategic Client Leadership: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks. Practice Leadership: Drive the growth of Worley Consulting’s Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences. Project Excellence: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects. Thought Leadership: Enhance Worley Consulting’s brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry whitepapers. Innovation: Pioneer tools, methodologies, and analytics to advance Worley Consulting’s technical and economic modeling, positioning the firm as a leader in lender advisory services. Sustainability & Safety: Embed Worley’s zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals. Travel as required for various field programs. Qualifications Experience: 15+ years in Financial Advisory, with expertise in M&A advisory, debt financing, lender technical advisory, or ESG financing. Proven track record as a top-tier business developer, generating $5M+ in annual revenue. Extensive network in New York’s PE, investment banking, or institutional investing sectors, with established C-level relationships. Experience at a top-tier consulting firm (e.g., Big Four), investment bank (e.g., Goldman Sachs, J.P. Morgan), or boutique advisory firm in senior business development roles. Preferred: Expertise in Energy, Infrastructure, Refining, Petrochemicals, or Renewables, with knowledge of energy transition financing. Education: MBA, BS in Finance/Accounting, or equivalent. Certifications (e.g., CFA, CPA) are a plus. Additional Information: Skills: Exceptional communication and influencing skills, adept at engaging C-suite and Board-level stakeholders. Advanced analytical, quantitative, and strategic problem-solving skills to navigate complex client challenges. Proven ability to lead cross-functional, multicultural teams and deliver results under tight deadlines. Attributes: Established industry network in New York, enabling rapid revenue growth. Willingness to travel extensively to financial hubs (e.g., London, Houston, Singapore) for client meetings and deal closures. Reputation as a trusted advisor with a passion for sustainability and energy transition. Worley Consulting offers an excellent remuneration & benefits package, a friendly, professional, dynamic and flexible work environment along with the opportunity to develop your career prospects locally and internationally. We strive to be an industry leader in health, safety and environmental performance. Our vision is to achieve zero harm to people and assets, and zero environmental incidents. We select people who share our values, beliefs and commitment to this vision and who demonstrate the expected behaviors, competencies and performance associated with their prospective roles within the company. We’re committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our policy is to conduct background checks for all candidates who accept an offer of employment with us. We thank all candidates for their interest; however, only those selected for interviews will be contacted. Worley Group is an equal opportunity employer. #J-18808-Ljbffr