457 Investment Banking Real Estate Associate jobs in New York
Investment Banking - Real Estate - Associate
New York, New York
JPMorgan Chase Bank, N.A.
Job Viewed
Job Description
As an Associate in our Real Estate, Lodging and Gaming Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Required qualifications, capabilities, and skills
Job Responsibilities
- Develop content for strategic meetings with clients regarding M&A or capital market transactions
- Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
- Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
- Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
- Provide leadership, mentorship and supervision to Associates and Analysts
- Participate in graduate recruiting
Required qualifications, capabilities, and skills
- Prior work experience in an investment banking front office role.
- A well-rounded academic background from a top tier educational institution.
- Strong financial modelling skills
- Understands transaction cycle and the steps in the process and is execution oriented.
- Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
- Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $175,000.00 - $225,000.00 / year
Apply Now
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Investment Banking Associate - Real Estate Syndicated Finance
10176 New York, New York
Wells Fargo
Posted today
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a RESF Investment Banking Associate. Real Estate Syndicated Finance (RESF) is part of the Commercial Real Estate (CRE) group within Wells Fargo Corporate & Investment Banking. RESF operates as an investment banking product group in Wells Fargo Securities responsible for the origination, structuring and distribution of debt for our CRE clients. We are part of a highly successful and well-established global team located in New York, Charlotte, San Francisco, and London that consistently ranks at/near the top of global league tables. This role would provide support to the US RESF team in executing the syndication strategy of CRE.
Working closely with CRE, we structure, underwrite and distribute loans throughout the capital stack to a diverse range of banks, insurers, pension funds, asset managers and debt funds globally. You will work on a broad range of financing types such as acquisition, construction, event driven and take private financings, opining on the marketability of the underwritten loan and executing the distribution.
**In this role, you will:**
+ Conduct in-depth financial and market research to evaluate investment opportunities.
+ Analyze companies and client portfolios to support investment decisions.
+ Prepare detailed financial, comparables, and commercial analyses, including distribution risk probability assessments with credible recommendations.
+ Support senior bankers by responding to internal and external stakeholder queries in a timely and professional manner.
+ Assist in the development and fostering of relationships with lending institutions
+ Aid in the marketing and distribution of syndicated loan product to various bank, life company and private credit participants
+ Serve as a day-to-day operational contact for clients, engaging effectively with stakeholders at all levels.
+ Prepare marketing materials such as pitch books, confidential offering memoranda, and management presentations to support client conversations and execution efforts.
+ Produce reports, presentations, and analysis for both internal and external stakeholders.
+ Collaborate with internal teams including debt capital markets, sales and trading, and other partners to support pricing, distribution, and execution strategies.
+ Maintain and update databases of clients and loan transactions.
+ Upload deal information to external syndication platforms.
+ Conduct and present debt market research focused on the U.S. lending markets.
+ Identify and recommend process improvements that enhance efficiency, accuracy, and client outcomes.
+ Apply independent judgment to resolve business challenges while developing expertise in relevant policies, procedures, and compliance requirements.
+ Collaborate with peers and internal partners to share product knowledge, market intelligence, and best practices.
**Required Qualifications:**
+ 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Knowledgeof commercial real estatemarketinclusiveofassociatedrisks
+ Sales, pitching and business acumen
+ Real estate specific valuation and financial modelling
+ Loan underwriting and structuring
+ Ability to clearly present and visualize data
+ Strong numerical, written, and verbal communication skill
+ Foundational understanding of credit and liquidity analysis
+ Proficiency in Microsoft Office
+ Strong attention to detail and accuracy
+ Ability to coordinate multiple workstreams and deliver under tight deadlines
+ Resilience and motivation
+ Strong leadership and mentoring skills, with the ability to effectively network and build relationships across internal teams and external partners
**Job Expectations:**
+ Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews
**Additional Compensation Details:**
+ Base pay range: $175,000-$00,000
+ May be considered for an annual discretionary bonus
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
138,500.00 - 287,600.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
5 Sep 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-485042
Wells Fargo is seeking a RESF Investment Banking Associate. Real Estate Syndicated Finance (RESF) is part of the Commercial Real Estate (CRE) group within Wells Fargo Corporate & Investment Banking. RESF operates as an investment banking product group in Wells Fargo Securities responsible for the origination, structuring and distribution of debt for our CRE clients. We are part of a highly successful and well-established global team located in New York, Charlotte, San Francisco, and London that consistently ranks at/near the top of global league tables. This role would provide support to the US RESF team in executing the syndication strategy of CRE.
Working closely with CRE, we structure, underwrite and distribute loans throughout the capital stack to a diverse range of banks, insurers, pension funds, asset managers and debt funds globally. You will work on a broad range of financing types such as acquisition, construction, event driven and take private financings, opining on the marketability of the underwritten loan and executing the distribution.
**In this role, you will:**
+ Conduct in-depth financial and market research to evaluate investment opportunities.
+ Analyze companies and client portfolios to support investment decisions.
+ Prepare detailed financial, comparables, and commercial analyses, including distribution risk probability assessments with credible recommendations.
+ Support senior bankers by responding to internal and external stakeholder queries in a timely and professional manner.
+ Assist in the development and fostering of relationships with lending institutions
+ Aid in the marketing and distribution of syndicated loan product to various bank, life company and private credit participants
+ Serve as a day-to-day operational contact for clients, engaging effectively with stakeholders at all levels.
+ Prepare marketing materials such as pitch books, confidential offering memoranda, and management presentations to support client conversations and execution efforts.
+ Produce reports, presentations, and analysis for both internal and external stakeholders.
+ Collaborate with internal teams including debt capital markets, sales and trading, and other partners to support pricing, distribution, and execution strategies.
+ Maintain and update databases of clients and loan transactions.
+ Upload deal information to external syndication platforms.
+ Conduct and present debt market research focused on the U.S. lending markets.
+ Identify and recommend process improvements that enhance efficiency, accuracy, and client outcomes.
+ Apply independent judgment to resolve business challenges while developing expertise in relevant policies, procedures, and compliance requirements.
+ Collaborate with peers and internal partners to share product knowledge, market intelligence, and best practices.
**Required Qualifications:**
+ 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Knowledgeof commercial real estatemarketinclusiveofassociatedrisks
+ Sales, pitching and business acumen
+ Real estate specific valuation and financial modelling
+ Loan underwriting and structuring
+ Ability to clearly present and visualize data
+ Strong numerical, written, and verbal communication skill
+ Foundational understanding of credit and liquidity analysis
+ Proficiency in Microsoft Office
+ Strong attention to detail and accuracy
+ Ability to coordinate multiple workstreams and deliver under tight deadlines
+ Resilience and motivation
+ Strong leadership and mentoring skills, with the ability to effectively network and build relationships across internal teams and external partners
**Job Expectations:**
+ Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews
**Additional Compensation Details:**
+ Base pay range: $175,000-$00,000
+ May be considered for an annual discretionary bonus
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
138,500.00 - 287,600.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
5 Sep 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-485042
View Now
0
Associate, Global Investment Banking - Real Estate, Gaming and Lodging (REGL)
10176 New York, New York
Bank of America
Posted 3 days ago
Job Viewed
Job Description
Associate, Global Investment Banking - Real Estate, Gaming and Lodging (REGL)
New York, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Business Overview**
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
**Job Description**
As an Associate, you will act as a key team member in our Real Estate, Gaming and Lodging (REGL) Investment Banking team. Key tasks and responsibilities may include but are not limited to:
+ Developing and maintaining complex financial models.
+ Performing various financial analyses, including valuations and merger consequences.
+ Conducting comprehensive and in-depth company and industry research
+ Preparing presentation and other materials for clients.
+ Participating in due diligence sessions.
+ Communicating and interacting with deal team members, including those in international regions.
+ Managing several projects at once and working effectively as an individual and as part of a team.
+ Play a key role supporting origination, opportunity evaluation and deal execution, working on abroad scope of assignments and products within an industry group.
+ Team members work closely with senior bankers in day-to-day client coverage and are expected to make an immediate contribution.
**Qualifications**
+ 1 - 3 years of experience in Investment Banking orReal Estate Capital Markets.
+ MBA degree with outstanding academic qualifications.
+ A track record of superior performance in extracurricular and professional activities.
+ Strong quantitative/analytical skills, attention to detail and client focus.
+ Strategic and creative thinking skills; distinguished written and oral communications skills.
+ Assertiveness, initiative, leadership, strong work ethic, team focus.
+ Ability to learn quickly and take on new responsibilities.
+ Dedication to building a career in the investment banking industry.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
New York, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Business Overview**
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
**Job Description**
As an Associate, you will act as a key team member in our Real Estate, Gaming and Lodging (REGL) Investment Banking team. Key tasks and responsibilities may include but are not limited to:
+ Developing and maintaining complex financial models.
+ Performing various financial analyses, including valuations and merger consequences.
+ Conducting comprehensive and in-depth company and industry research
+ Preparing presentation and other materials for clients.
+ Participating in due diligence sessions.
+ Communicating and interacting with deal team members, including those in international regions.
+ Managing several projects at once and working effectively as an individual and as part of a team.
+ Play a key role supporting origination, opportunity evaluation and deal execution, working on abroad scope of assignments and products within an industry group.
+ Team members work closely with senior bankers in day-to-day client coverage and are expected to make an immediate contribution.
**Qualifications**
+ 1 - 3 years of experience in Investment Banking orReal Estate Capital Markets.
+ MBA degree with outstanding academic qualifications.
+ A track record of superior performance in extracurricular and professional activities.
+ Strong quantitative/analytical skills, attention to detail and client focus.
+ Strategic and creative thinking skills; distinguished written and oral communications skills.
+ Assertiveness, initiative, leadership, strong work ethic, team focus.
+ Ability to learn quickly and take on new responsibilities.
+ Dedication to building a career in the investment banking industry.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
1
Manager, Financial Analysis Hub (Commercial Real Estate)
10176 New York, New York
Cushman & Wakefield
Posted 9 days ago
Job Viewed
Job Description
**Job Title**
Manager, Financial Analysis Hub (Commercial Real Estate)
**Job Description Summary**
The Capital Markets Financial Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In this role, the CMFA Hub Manager provides oversight on the execution of financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Hub Manager serves as a key contributor to the CMFA Hub's maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Cushman & Wakefield's brokers.
The ideal candidate will be based in a Cushman & Wakefield office (New York City, Los Angeles or Atlanta) and available to work on-site. Team members may be expected to work various time zones, depending on the product type and markets they service.
**Job Description**
**Essential Duties**
+ Deliver strategic insights and recommendations to broker/broker teams based on analysis findings; refine analyses by providing subject matter expertise on market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion
+ Collaborate with broker and leadership stakeholders, and other support teams, to ensure the CMFA Hub delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
+ Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues
+ Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments
+ Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
+ Performs quality control reviews, identifying where the team's strengths are and areas where additional training may be required. Communicates review feedback in a timely manner and identifies recurring themes observed to action into individual and/or team training and development opportunities.
+ Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued development
+ Lead, coach, train, and develop CMFA Hub Analysts, including completion of performance evaluations
+ Develop and deliver Analyst training materialsto standardize onboarding and support continued development, equipping Analysts with relevant resource tools
+ Spearhead the creation of standardized, best practice workflow processesand guidelines across the CMFA Hub that create efficiencies and add value to the broker experience; collaborate with broker Teams to understand current state processes and opportunities for standardization, taking ownership to action next steps
+ Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Huboperations (e.g.,Salesforce, Argus, SharePoint,PowerBI,etc.)
+ Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete.
+ Support business development activities to encourage useof the CMFA Hub within assigned marketsand/or product group(s)
+ Champions the adoption of the CMFAHub, pitching value proposition and benefits to Capital Markets brokers while identifying opportunities where the CMFA Hub can expand its scope of services. Develops and maintains productive broker and market leadership relationships.
+ DemonstratesCushman & Wakefield's core values by promoting a culture of diversity, equity, and inclusion; leads by example
+ Performs other related duties as required or requested
**Other Requirements & Administrative Duties**
+ Bachelor's Degree (Business, Finance, Real Estate, Accounting,Economics, etc.) strongly preferred, Masters, MBA
+ Combination of education without a degree and corporate work experience may be considered
+ 7+years of financial analysis and underwritingmodeling experience (3+ in Commercial Real Estate required)
+ Previous Capital Markets and/or brokerage team experience is preferred (broker license is not required for role)
+ Prior management oversight with direct reports is a plus
+ Highly proficient in Microsoft Office Suite, specifically Excel
+ Argus Enterprise and/or Excel cash flow modeling experience required
+ Strong analytical skills with high attention to detail and accuracy
+ Demonstrates an executive presence with the ability to communicate and interact with brokers and market leaders, and contribute to driving successful execution of transactions
+ Experience leading teams and contributing to the professional development of financial professionals, including those who may be remote workers or reside in different geographies
+ Strong champion of change and process improvement
+ Strong problem resolution, project management, communication, and relationship management skills
+ Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrated technical savvy to identify areas for automation or technical improvement
+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $123,250.00 - $145,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Manager, Financial Analysis Hub (Commercial Real Estate)
**Job Description Summary**
The Capital Markets Financial Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In this role, the CMFA Hub Manager provides oversight on the execution of financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Hub Manager serves as a key contributor to the CMFA Hub's maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Cushman & Wakefield's brokers.
The ideal candidate will be based in a Cushman & Wakefield office (New York City, Los Angeles or Atlanta) and available to work on-site. Team members may be expected to work various time zones, depending on the product type and markets they service.
**Job Description**
**Essential Duties**
+ Deliver strategic insights and recommendations to broker/broker teams based on analysis findings; refine analyses by providing subject matter expertise on market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion
+ Collaborate with broker and leadership stakeholders, and other support teams, to ensure the CMFA Hub delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
+ Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues
+ Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments
+ Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
+ Performs quality control reviews, identifying where the team's strengths are and areas where additional training may be required. Communicates review feedback in a timely manner and identifies recurring themes observed to action into individual and/or team training and development opportunities.
+ Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued development
+ Lead, coach, train, and develop CMFA Hub Analysts, including completion of performance evaluations
+ Develop and deliver Analyst training materialsto standardize onboarding and support continued development, equipping Analysts with relevant resource tools
+ Spearhead the creation of standardized, best practice workflow processesand guidelines across the CMFA Hub that create efficiencies and add value to the broker experience; collaborate with broker Teams to understand current state processes and opportunities for standardization, taking ownership to action next steps
+ Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Huboperations (e.g.,Salesforce, Argus, SharePoint,PowerBI,etc.)
+ Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete.
+ Support business development activities to encourage useof the CMFA Hub within assigned marketsand/or product group(s)
+ Champions the adoption of the CMFAHub, pitching value proposition and benefits to Capital Markets brokers while identifying opportunities where the CMFA Hub can expand its scope of services. Develops and maintains productive broker and market leadership relationships.
+ DemonstratesCushman & Wakefield's core values by promoting a culture of diversity, equity, and inclusion; leads by example
+ Performs other related duties as required or requested
**Other Requirements & Administrative Duties**
+ Bachelor's Degree (Business, Finance, Real Estate, Accounting,Economics, etc.) strongly preferred, Masters, MBA
+ Combination of education without a degree and corporate work experience may be considered
+ 7+years of financial analysis and underwritingmodeling experience (3+ in Commercial Real Estate required)
+ Previous Capital Markets and/or brokerage team experience is preferred (broker license is not required for role)
+ Prior management oversight with direct reports is a plus
+ Highly proficient in Microsoft Office Suite, specifically Excel
+ Argus Enterprise and/or Excel cash flow modeling experience required
+ Strong analytical skills with high attention to detail and accuracy
+ Demonstrates an executive presence with the ability to communicate and interact with brokers and market leaders, and contribute to driving successful execution of transactions
+ Experience leading teams and contributing to the professional development of financial professionals, including those who may be remote workers or reside in different geographies
+ Strong champion of change and process improvement
+ Strong problem resolution, project management, communication, and relationship management skills
+ Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrated technical savvy to identify areas for automation or technical improvement
+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $123,250.00 - $145,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
View Now
2
Financial Analysis Consultant (Profitability Governance)
14211 Buffalo, New York
M&T Bank
Posted 21 days ago
Job Viewed
Job Description
**Overview:**
Conducts advanced financial research and insightful analysis on multifaceted projects independently. Provides comprehensive advice and options to management for use in setting and realizing strategic objectives. Leads innovative solutions and/or delivers solutions in a fast-changing environment. Maintains current awareness of business and market trends that may affect the business/department.
**Primary Responsibilities:**
+ Create financial reports and meet with the Finance team to clearly summarize financial trends and provide insight to management.
+ Complete detailed and interpretative financial analyses utilizing complex financial tools to demonstrate scenarios and activities.
+ Lead the development and implementation of specific Finance department goals.
+ Accountable for accuracy and quality of work products within discipline. Demonstrate strong knowledge of finance and accounting concepts through the aggregation of financial data.
+ Develop improved financial departmental tools and processes independently.
+ Display a strong understanding of the Bank's or applicable business units' financial statements, including awareness of key drivers and trends in major balance sheet and income statement line items.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned
**Supervisory/ Managerial Responsibilities:**
May have indirect supervisory responsibilities and mentor and develop less experienced staff
**Education and Experience Required:**
Bachelor's degree and a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience
Experience providing financial analysis for monthly and strategic multi-year forecasts
Experience providing financial analysis for annual budgets
Experience in enterprise-level financial performance measurement framework
Strong understanding of financial concepts and theory and how it relates to profitability reporting
Strong persuasion skills
Strong understanding of financial concepts and theory and how it relates to profitability reporting
**Education and Experience Preferred:**
Advanced degree
Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other pertinent professional certification
Broad and comprehensive understanding of theories and practices in finance and accounting within the banking industry
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,611.94 - $167,686.57 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Conducts advanced financial research and insightful analysis on multifaceted projects independently. Provides comprehensive advice and options to management for use in setting and realizing strategic objectives. Leads innovative solutions and/or delivers solutions in a fast-changing environment. Maintains current awareness of business and market trends that may affect the business/department.
**Primary Responsibilities:**
+ Create financial reports and meet with the Finance team to clearly summarize financial trends and provide insight to management.
+ Complete detailed and interpretative financial analyses utilizing complex financial tools to demonstrate scenarios and activities.
+ Lead the development and implementation of specific Finance department goals.
+ Accountable for accuracy and quality of work products within discipline. Demonstrate strong knowledge of finance and accounting concepts through the aggregation of financial data.
+ Develop improved financial departmental tools and processes independently.
+ Display a strong understanding of the Bank's or applicable business units' financial statements, including awareness of key drivers and trends in major balance sheet and income statement line items.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned
**Supervisory/ Managerial Responsibilities:**
May have indirect supervisory responsibilities and mentor and develop less experienced staff
**Education and Experience Required:**
Bachelor's degree and a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience
Experience providing financial analysis for monthly and strategic multi-year forecasts
Experience providing financial analysis for annual budgets
Experience in enterprise-level financial performance measurement framework
Strong understanding of financial concepts and theory and how it relates to profitability reporting
Strong persuasion skills
Strong understanding of financial concepts and theory and how it relates to profitability reporting
**Education and Experience Preferred:**
Advanced degree
Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other pertinent professional certification
Broad and comprehensive understanding of theories and practices in finance and accounting within the banking industry
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,611.94 - $167,686.57 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
View Now
3
Financial Analysis, Data Science Center of Excellence - Vice President
10176 New York, New York
JPMorgan Chase
Posted 28 days ago
Job Viewed
Job Description
The Firmwide Planning and Analysis Organization is seeking an integral leader to define and communicate the strategic vision. The Financial Analysis - Data Science Center of Excellence is a global team within the Office of the Chief Financial Officer, responsible for design, development and deployment of various macroeconomic and econometric models, and broader Data Science efforts, including Artificial Intelligence and Machine Learning (AI/ML) in the Firmwide P&A (Planning & Analysis) organization.
As a Financial Analysis - Vice President in the Data Science Center of Excellence, you will play a pivotal role in enhancing our analytical capabilities by integrating traditional financial modeling with cutting-edge data science methods. You will be tasked with defining and articulating our strategic direction, while reporting directly to the Head of Financial Analysis Data Science Center of Excellence.
**Job responsibilities**
+ Oversee the design, development, and implementation of financial models and forecasting tools that derive actionable insights for senior leadership in Financial Analysis.
+ Analyze large datasets to extract meaningful insights and trends.
+ Innovate and design predictive models and sophisticated data science methodologies that blend traditional corporate finance with modern analytical techniques.
+ Conduct exploratory analyses to identify patterns and opportunities for improvement.
+ Work closely with stakeholders across Finance, Risk and technology to understand business needs and translate them into analytical solutions.
+ Prepare, design, and deliver executive-level presentations and reports using advanced PowerPoint skills to clearly communicate complex analytical findings.
+ Collaborate with senior leadership and cross-functional teams to provide strategic, data-driven insights that inform decision-making.
+ Manage and mentor a high-performing team of analysts and data scientists, fostering a collaborative and innovative culture.
+ Promote continuous improvement and intellectual curiosity across the team by staying abreast of emerging trends in corporate finance and data science.
**Required qualifications, capabilities, and skills**
+ Advanced degree in Finance, Quantitative Finance, Data Science, Economics, or a related field.
+ 5+ years of experience in financial modeling, forecasting or quantitative research within a leading financial organization.
+ Deep expertise in financial analysis, with a demonstrated ability to convert intricate data streams into strategic insights.
+ Strong analytical, problem-solving skills and attention to detail.
+ Exceptional communication skills with a proven ability to prepare and deliver executive-level presentations.
+ A results-driven mindset paired with a relentless intellectual curiosity, quick thinking, and the ability to innovate solutions that bridge data science and corporate finance.
**Preferred qualifications, capabilities, and skills**
+ Proficiency in traditional financial tools (advanced Excel, financial software) is required; familiarity with data science and/or statistical analysis and programming/scripting (Python, R) is a plus.
+ Advanced PowerPoint skills with experience in preparing and delivering executive-level presentations (preferred).
+ Experience managing and mentoring cross-functional teams, cultivating a collaborative environment (preferred).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $128,250.00 - $190,000.00 / year
As a Financial Analysis - Vice President in the Data Science Center of Excellence, you will play a pivotal role in enhancing our analytical capabilities by integrating traditional financial modeling with cutting-edge data science methods. You will be tasked with defining and articulating our strategic direction, while reporting directly to the Head of Financial Analysis Data Science Center of Excellence.
**Job responsibilities**
+ Oversee the design, development, and implementation of financial models and forecasting tools that derive actionable insights for senior leadership in Financial Analysis.
+ Analyze large datasets to extract meaningful insights and trends.
+ Innovate and design predictive models and sophisticated data science methodologies that blend traditional corporate finance with modern analytical techniques.
+ Conduct exploratory analyses to identify patterns and opportunities for improvement.
+ Work closely with stakeholders across Finance, Risk and technology to understand business needs and translate them into analytical solutions.
+ Prepare, design, and deliver executive-level presentations and reports using advanced PowerPoint skills to clearly communicate complex analytical findings.
+ Collaborate with senior leadership and cross-functional teams to provide strategic, data-driven insights that inform decision-making.
+ Manage and mentor a high-performing team of analysts and data scientists, fostering a collaborative and innovative culture.
+ Promote continuous improvement and intellectual curiosity across the team by staying abreast of emerging trends in corporate finance and data science.
**Required qualifications, capabilities, and skills**
+ Advanced degree in Finance, Quantitative Finance, Data Science, Economics, or a related field.
+ 5+ years of experience in financial modeling, forecasting or quantitative research within a leading financial organization.
+ Deep expertise in financial analysis, with a demonstrated ability to convert intricate data streams into strategic insights.
+ Strong analytical, problem-solving skills and attention to detail.
+ Exceptional communication skills with a proven ability to prepare and deliver executive-level presentations.
+ A results-driven mindset paired with a relentless intellectual curiosity, quick thinking, and the ability to innovate solutions that bridge data science and corporate finance.
**Preferred qualifications, capabilities, and skills**
+ Proficiency in traditional financial tools (advanced Excel, financial software) is required; familiarity with data science and/or statistical analysis and programming/scripting (Python, R) is a plus.
+ Advanced PowerPoint skills with experience in preparing and delivering executive-level presentations (preferred).
+ Experience managing and mentoring cross-functional teams, cultivating a collaborative environment (preferred).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $128,250.00 - $190,000.00 / year
View Now
4
Financial Analysis, Data Science Center of Excellence - Vice President
10001 New York, New York
JPMorgan Chase Bank, N.A.
Posted 21 days ago
Job Viewed
Job Description
The Firmwide Planning and Analysis Organization is seeking an integral leader to define and communicate the strategic vision. The Financial Analysis - Data Science Center of Excellence is a global team within the Office of the Chief Financial Officer, responsible for design, development and deployment of various macroeconomic and econometric models, and broader Data Science efforts, including Artificial Intelligence and Machine Learning (AI/ML) in the Firmwide P&A (Planning & Analysis) organization.
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
As a Financial Analysis - Vice President in the Data Science Center of Excellence, you will play a pivotal role in enhancing our analytical capabilities by integrating traditional financial modeling with cutting-edge data science methods. You will be tasked with defining and articulating our strategic direction, while reporting directly to the Head of Financial Analysis Data Science Center of Excellence.
Job responsibilities
- Oversee the design, development, and implementation of financial models and forecasting tools that derive actionable insights for senior leadership in Financial Analysis.
- Analyze large datasets to extract meaningful insights and trends.
- Innovate and design predictive models and sophisticated data science methodologies that blend traditional corporate finance with modern analytical techniques.
- Conduct exploratory analyses to identify patterns and opportunities for improvement.
- Work closely with stakeholders across Finance, Risk and technology to understand business needs and translate them into analytical solutions.
- Prepare, design, and deliver executive-level presentations and reports using advanced PowerPoint skills to clearly communicate complex analytical findings.
- Collaborate with senior leadership and cross-functional teams to provide strategic, data-driven insights that inform decision-making.
- Manage and mentor a high-performing team of analysts and data scientists, fostering a collaborative and innovative culture.
- Promote continuous improvement and intellectual curiosity across the team by staying abreast of emerging trends in corporate finance and data science.
Required qualifications, capabilities, and skills
- Advanced degree in Finance, Quantitative Finance, Data Science, Economics, or a related field.
- 5+ years of experience in financial modeling, forecasting or quantitative research within a leading financial organization.
- Deep expertise in financial analysis, with a demonstrated ability to convert intricate data streams into strategic insights.
- Strong analytical, problem-solving skills and attention to detail.
- Exceptional communication skills with a proven ability to prepare and deliver executive-level presentations.
- A results-driven mindset paired with a relentless intellectual curiosity, quick thinking, and the ability to innovate solutions that bridge data science and corporate finance.
Preferred qualifications, capabilities, and skills
- Proficiency in traditional financial tools (advanced Excel, financial software) is required; familiarity with data science and/or statistical analysis and programming/scripting (Python, R) is a plus.
- Advanced PowerPoint skills with experience in preparing and delivering executive-level presentations (preferred).
- Experience managing and mentoring cross-functional teams, cultivating a collaborative environment (preferred).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $128,250.00 - $190,000.00 / year
Apply Now
5
Financial Planning & Analysis Associate
10261 New York, New York
ROKT
Posted today
Job Viewed
Job Description
Financial Planning & Analysis Associate
We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt's AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world's leading companies.
We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenueand often all their profitsfrom the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation.
At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt'stars constantly strive to raise the bar, pushing the envelope of what is possible.
Total compensation ranges from $157,000-$70,000, including a fixed annual salary of 140,000- 153,000, an employee equity plan grant, and world-class benefits.
Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility.
About the Role:
We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning, and strategic analysis. This role will require exceptional analytical capabilities, executive-ready communication, and an AI-first approach to financial problem-solving. You will be a key contributor to Rokt's growth story and an effective business partner to leadership enabling data-driven decisions and operating leverage through strategic insight and automation.
Responsibilities:
- Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. Analyze trends and surface data-driven insights that inform business and resource allocation decisions.
- IPO & Maturity Readiness: Partner across functions to prepare for a public-company environmentenhancing forecasting accuracy, and contributing to investor narratives and materials.
- AI-Driven Modeling: Use AI-enhanced modeling tools and techniques (e.g., AI-assisted forecasting, automation platforms like Pigment, Cursor or Python/Excel APIs) to streamline workflows and improve forecast granularity.
- Business Performance Analytics: Design dashboards, recurring reports, and deep dives that drive visibility into drivers of revenue, margin, and cash flow.
- Collaborate Cross-Functionally: Work closely with leaders in Finance, GTM, Product, and People to support planning and performance tracking across teams.
View Now
Be The First To Know
About the latest Investment banking real estate associate Jobs in New York !
6
Associate, Financial Planning & Analysis
10261 New York, New York
Lane (Acquired by VTS)
Posted 15 days ago
Job Viewed
Job Description
Associate, Financial Planning & Analysis
As an associate on the FP&A team at VTS, you will play a critical role in shaping the strategic direction of a leading SaaS proptech company. You'll join a team that is considered the brain of the companyidentifying opportunities to drive value creation, enhance internal business performance, and support high-impact external engagements. This is a unique opportunity for someone with strong quantitative horsepower and entrepreneurial drive to influence meaningful decisions and growth at VTS.
Every day you will:
- Partner with senior leadership across departments to develop strategic plans, analyze business performance, and deliver actionable insights.
- Conduct deep-dive analyses on company performance, market dynamics, pricing, customer behavior, and key operational levers.
- Collaborate on the preparation of board materials, investor updates, and M&A evaluationssupporting both inbound and outbound opportunities.
- Own and enhance forecasting, budgeting, and reporting processes for key business units.
- Identify and lead initiatives to improve internal processes and data integrity, ensuring we scale effectively with growth.
Here's what you can expect as an associate at VTS:
- High visibility and direct impact on company strategy, financial performance, and operational execution.
- Exposure to cross-functional initiatives involving GTM, product, operations, and executive leadership.
- Opportunities to grow quickly and take on increased responsibilities in a dynamic, fast-paced SaaS environment.
To thrive in this role, you should have:
- 23 years of experience in investment banking, top-tier consulting, or a similarly rigorous and analytical FP&A environment.
- Exceptional analytical skills and financial acumen with a strong grasp of corporate finance, accounting, and SaaS business models.
- A self-starter mindset with a high sense of ownership, intellectual curiosity, and a bias toward action.
- Strong communication skills with the ability to distill complex insights into concise recommendations for executive audiences.
- Advanced Excel and PowerPoint skills; experience with financial modeling, data visualization tools (e.g., Tableau, Looker), or SQL is a plus.
- You have demonstrated your ability to independently solve complex problems with minimal guidance. You've taken raw data and built models or frameworks that informed strategic decisions. You bring a critical eye to business operations and instinctively look for ways to drive efficiency and value creation.
What VTS Values & How We Show It:
- Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!
- Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!
- Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!
- Move as One - We work in an open floor plan to promote cross-functional collaboration.
- Take Ownership - Be an owner of the company you're building with our equity packages.
- Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more!
VTS is the industry's only technology platform that unifies owners, operators, brokers, and their customers across the commercial and residential real estate ecosystems. In 2013, VTS revolutionized the commercial real estate industry's leasing operations with what is now VTS Lease. Today, the VTS Platform is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by real estate professionals across the globe.
With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE.
VTS maintains offices in New York City, London, Toronto, Chicago, and San Francisco.
To learn more about VTS and view our open roles, visit us at vts.com.
At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $110,000 and $25,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. There is a performance based bonus structure for the position that will bring the OTE (on target earnings) to 135,000 - 150,000 depending on the base salary agreed upon and achievement to goals.
VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at
View Now
7
Financial Planning & Analysis Manager
10577 Lakewood, New York
Robert Half
Posted 1 day ago
Job Viewed
Job Description
Description
We are looking for a skilled Financial Planning & Analysis Manager to join our team. In this role, you will lead financial planning processes, drive strategic decision-making through detailed analysis, and provide essential reporting to support organizational goals. This position offers an exciting opportunity to work on forecasting, budgeting, and profitability assessments across various channels and brands. Candidate MUST come out of a CPG/Wholesale environment.
Qualified candidates can send resumes directly to
Responsibilities:
- Oversee and manage the financial planning team, ensuring consistent processes and high standards.
- Develop and maintain monthly cash flow forecasts to support business operations.
- Prepare quarterly financial forecasts and annual budgets to align with organizational objectives.
- Create multi-year financial projections to inform long-term strategy and decision-making.
- Analyze customer channels, product performance, and brand profitability to identify value creation opportunities.
- Conduct pre-and post-evaluation of sales and marketing initiatives to assess financial impact.
- Generate advanced brand and channel profitability reports to enhance strategic insights.
- Build financial models to support mergers, acquisitions, and integration efforts.
- Implement and optimize technology solutions for budgeting and forecasting processes.
Requirements
Must come out of a product company
Demonstrated expertise in cash flow forecasting and trend analysis.
Proven experience in annual budgeting and financial forecasting.
Strong knowledge of mergers and acquisitions (M& A) processes, including modeling and assessments.
Ability to evaluate sales and marketing initiatives from a financial perspective.
Solid analytical skills with experience in channel and brand profitability reporting.
Excellent leadership and communication skills to manage and mentor planning teams.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
We are looking for a skilled Financial Planning & Analysis Manager to join our team. In this role, you will lead financial planning processes, drive strategic decision-making through detailed analysis, and provide essential reporting to support organizational goals. This position offers an exciting opportunity to work on forecasting, budgeting, and profitability assessments across various channels and brands. Candidate MUST come out of a CPG/Wholesale environment.
Qualified candidates can send resumes directly to
Responsibilities:
- Oversee and manage the financial planning team, ensuring consistent processes and high standards.
- Develop and maintain monthly cash flow forecasts to support business operations.
- Prepare quarterly financial forecasts and annual budgets to align with organizational objectives.
- Create multi-year financial projections to inform long-term strategy and decision-making.
- Analyze customer channels, product performance, and brand profitability to identify value creation opportunities.
- Conduct pre-and post-evaluation of sales and marketing initiatives to assess financial impact.
- Generate advanced brand and channel profitability reports to enhance strategic insights.
- Build financial models to support mergers, acquisitions, and integration efforts.
- Implement and optimize technology solutions for budgeting and forecasting processes.
Requirements
Must come out of a product company
Demonstrated expertise in cash flow forecasting and trend analysis.
Proven experience in annual budgeting and financial forecasting.
Strong knowledge of mergers and acquisitions (M& A) processes, including modeling and assessments.
Ability to evaluate sales and marketing initiatives from a financial perspective.
Solid analytical skills with experience in channel and brand profitability reporting.
Excellent leadership and communication skills to manage and mentor planning teams.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
View Now
8
Manager, Financial Planning & Analysis
12260 Albany, New York
Coinbase
Posted 6 days ago
Job Viewed
Job Description
Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
View Now
9