826 Results for

Investment Consultant Jobs in Jericho, NY

Jobs

New York, NY

$131,997–$131,997 / year
Full time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

12 days ago

New York, NY

occupation: working in fin'l services or prof'l consulting firm; engaging w/clients to identify & anlyz strategic issues, & dvlpg hypotheses & frameworks for industry problems incl cost optimization, mrkt penetration, organic growth, & M&A. Utilize expert knowledge in wealth mgmt, incl but not limited to fin'l planning, goals-based planning, investment mgmt, products, practice mgmt, operations, tech & overall mrkt trends.

1 day ago

Huntington Station, NY

$49,686–$78,078 / year

p>BRIEF POSITION SUMMARY:

Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). KPS role is required to build key customer relationships, identify business opportunities within Public Sector Vertical, negotiates and closes business deals and maintain extensive knowledge of current market conditions.

11 days ago

New York, NY

$52,000–$63,500 / year

Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.

30+ days ago

Fairfield, CT

You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.

25 days ago

Norwalk, CT

$88,000–$176,000 / year

This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

30+ days ago

Lake Grove, New York

Remote

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

6 days ago

$102,000–$228,000 / year

In this role, youll make an impact in the following ways:

Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.

30+ days ago

$162,000–$324,000 / year

p>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

30+ days ago

Remote

$85,700–$114,400 / year

p>This role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices.

Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory.

18 days ago

$37,000–$61,750 / year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

30+ days ago

New York, NY

$125,000–$215,000 / year

Their contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live".

Inclusion, Diversity, and Social Responsibility: We truly believe our employees diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

30+ days ago

New York, NY

$73–$87 / hour

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The Opportunity

Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.

The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills.

22 days ago

$99,800–$131,000 / year

You'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.

29 days ago

$109,300–$182,100 / year

p>Capital Markets, Institutional Broker-Dealer, Investment Banking, FOREX, Derivatives and CFTC compliance and operational risk oversight experience preferred Proven track record in risk assessment and control oversight (including significant experience in identifying regulatory compliance and operational risks, control issues, implementing corrective actions and best practices).

Analyze and stay current on rules and regulations applicable to the use and sale of Capital Markets, Commercial Banking, Institutional Broker-Dealer, Investment Banking, FOREX, and Derivatives products and services Evaluate and provide guidance with other stakeholders on new and evolving business products and services from a fiduciary and regulatory compliance risk perspective.

30+ days ago

Stamford, CT

$118,700–$218,600 / year

Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

25 days ago

$128,000–$252,500 / year

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

23 days ago

$119,000–$218,300 / year

p>As a Senior Consultant, you will have opportunities to:

Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring).
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

25 days ago

New York, New York

$115,000–$205,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.

4 days ago

New York, New York

$115,000–$205,000 / year

4 days ago

$175,000–$200,000 / year

p>Getting Voya IM's best capabilities in front of consultants, moving such capabilities through the various stages of the manager research process at each consulting firm, gaining positive ratings for inclusion in consultant-influenced searches and, critically, securing investor allocations are key to how the chosen professional will be measured and compensated.

In addition to a deep and broad set of substantive professional business relationships, this individual will need to have extensive knowledge of the investment business and related investment products, as well as an understanding of how to address the distinct needs of investment consultants and their clients.

30+ days ago

$160,000–$190,000 / year

The Alternatives team, as part of AXIS's Investments team, manages a diversified portfolio of external fund investments and co-investments across private equity, private credit, real assets, and other alternative strategies. We foster an ethical, entrepreneurial, disciplined, and inclusive culture that prioritizes outstanding client service, intelligent risk-taking, and long-term value creation for our shareholders.

28 days ago

New York, NY

$1,000–$10,000

We connect fund managers, investors, and operators with a consistent pipeline of high-quality, pre-qualified investment opportunities, supported by analyst resources and institutional infrastructure across the private markets. Initio Sphere is onboarding Investment Pipeline Analysts to identify, qualify, and advance investment opportunities through the front end of the private markets deal pipeline.

15 days ago

New York, NY

$1,000–$10,000

We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals.

8 days ago

New York, NY

$1,000–$10,000

Ideal candidates are professionals already close to deal flow or with access to unique market intelligence, including operators, brokers, intermediaries, advisors, and research-focused professionals. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets.

15 days ago

New York, NY

$1,000–$10,000

p>Initio Sphere is onboarding Strategic Investment Scouts to identify, evaluate, and introduce high-quality investment opportunities to our network of investors and fund managers.

This role is ideal for professionals already positioned near deal flow, including operators, brokers, intermediaries, advisors, and well-networked dealmakers.

8 days ago

New York, NY

$1,000–$10,000

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading investments, scaling operational functions, or executing complex capital transactions. Investment Operations Mentors are a key tier of our ecosystem—providing high-touch operational and strategic guidance to fund managers, deal sponsors, and analysts while benefiting from earning opportunities and enhanced credibility across our network.

15 days ago

New York, NY

$200–$500

Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.

15 days ago

New York, NY

$1,000–$10,000

We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. This role is ideal for professionals already close to deal flow, including operators, brokers, intermediaries, advisors, and well-networked professionals.

15 days ago

New York, NY

$1,000–$10,000

We connect fund managers, investors, and operators with curated deal flow, institutional-grade analyst support, and execution infrastructure across private markets. Initio Sphere is built for professionals who want real exposure, real upside, and a verifiable deal track record inside a serious capital network.

8 days ago

$150,155–$240,248 / year

li>You have 25 years of experience in credit research, investment banking, buyside/sell-side research or a related field (experience covering emerging markets and/or investment grade corporate credit is preferred).

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capitals annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

30+ days ago

$90,000–$120,000 / year

Company Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.

30+ days ago

New York, NY

p>Barclays Capital Inc. seeks AVP, Investment Banking in New York, NY (multiple positions available):

Advise clients on a wide range of strategic transactions across Insurance, FinTech, Banks and Specialty Finance, and Asset and Wealth Management Verticals.
To build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies.

3 days ago

New York, New York

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More specifically, you will collaborate with and help support deal team members on aspects of new platform investments, add-on investments, divestitures and related financings, including but not limited to the following:

Taking a role in processing new investment opportunities, ranging from market assessment, to competitive positioning, to initial underwriting and deal structuring;
Working on diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors;
Building robust flexible financial models to support deal underwriting and deal structuring efforts;
Performing ad-hoc analysis to support transaction negotiations; and. Maiti%40blackrock.com%7C8c001f38dc71438fe65308debd7ccca5%7C282a32955c424d939ec16631001cc5f7%7C0%7C0%7C639156540858797423%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=F9%2BP2n8dtIohs%2BfyLRpV%2FXcW7F4NmY266WgISqxEJBk%3D&reserved=0" rel="nofollow noopener noreferrer" target="_blank">LinkedIn,
5 days ago

New York, NY

$200–$500

Senior Investment Advisors are a critical tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and elevated credibility across the network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of executing capital transactions or leading investment initiatives.

8 days ago

New York, NY

$200–$500

p>Fund & Investment Mentors are a critical advisory tier—providing strategic guidance and mentorship to sponsors, funds, and investors, while benefiting from earning opportunities and enhanced credibility within the ecosystem.

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading capital transactions, scaling funds, or advising investment strategies.

8 days ago

New York, NY

$200–$500

p>Private Capital Mentors are a vital tier of our ecosystem—providing strategic, high-touch mentorship to sponsors, funds, and investors while earning opportunities and enhancing credibility across the network.

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.

8 days ago

New York, NY

$1,000–$10,000

Investment Guidance Specialists are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. Ideal candidates are experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of advising on or closing capital transactions.

15 days ago

New York, NY

$1,000–$10,000

p>This role is ideal for professionals with strong relationship management, networking, and capital-introduction experience, including intermediaries, advisors, operators, and consultants.

Initio Sphere is onboarding Investment Connectivity Analysts to facilitate connections between investors, capital partners, and live investment opportunities.

8 days ago

New York, NY

$200–$500

p>The Investment Advisory Council is a premier tier of our ecosystem, providing strategic, high-level guidance to sponsors, funds, and investors while enabling members to monetize their expertise and build verified credibility across the network.

Initio Sphere is inviting experienced private capital professionals to join the Investment Advisory Council, offering strategic guidance on fund formation, capital deployment, portfolio oversight, and investment execution.

8 days ago

$125,000–$175,000 / year

The position requires advanced financial modeling expertise to deliver actionable insights that guide valuations and deal structuring, along with deep knowledge of the biotech and life sciences industry to provide sector-specific insights. Key responsibilities include: leading transaction execution across equity and debt financings, M&A advisory, recapitalizations, and restructurings, serving as the central coordinator among clients, internal teams, and external advisors.

30+ days ago

$170,000–$190,000 / year

p>Requirements & Qualifications: Must have 3+ years of Investment Banking or Equity Research experience An undergraduate degree in finance or economics Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Proficiency in Excel and PowerPoint Familiarity with Capital IQ, Pitchbook, and Bloomberg Ability to work well in teams Excellent analytical, modeling, and interpersonal skills Solid work ethic and superior attention to detail CFA is highly preferred. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

30+ days ago

New York, NY

$140,000–$200,000 / year

Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO spaceEnsure the smooth functioning of administrative and operational activities, including those involving trading and reportingPartner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assetsIn collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertiseKnowledge and skills:6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity. Responsibilities:Build and manage multi-asset class investment models for OCIO's UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasksWork closely with Technology and cross-functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements.

30+ days ago

New York City, NY

$100,000–$125,000 / year

Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

portfolio management responsibilities, our team also leads the execution of strategic transactions,

including take-private acquisitions, capital markets transactions, and strategic sale of asset portfolios.

26 days ago

$175,000–$265,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

Stamford, CT

$120,000–$202,500 / year

Ensure portfolios are managed in line with stated investment objectives, risk guidelines, benchmarks, client‑specific constraints, and applicable regulatory requirements, including 40 Act and RIC guidelines where relevant. Strong written, verbal, and presentation communication skills, with the ability to clearly articulate portfolio positioning, performance drivers, and investment rationale to internal stakeholders, clients, and consultants.

30+ days ago

$120,000–$210,000 / year

p>As a Senior National Account Manager, you will:

Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives).
Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.

30+ days ago

$200,000–$250,000 / year

The team engages in M&A and capital raising assignments for companies in a wide range of traditional and new energy-related sectors, including solar, wind, battery storage, conventional generation, regulated utilities (power, gas and water), advanced nuclear technology, and energy efficiency and services.

Guggenheim Securities ("GS") is seeking an exceptional Senior Associate or Junior Vice President to join its Power, Utilities and Renewables Investment Banking team in New York.

30+ days ago

New York, New York

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Investment Consultant Jobs in Jericho, NY

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Investment Consultant Jobs in Jericho, NY

Financial software Consultant Quantifi Inc.

Principal Consultant The Capital Markets Company

Sls Consultant, Public Sector Key Account MSC

Internal Investment Consultant - BNY Investments The Bank of New York Mellon Corp

Investment Consultant Fairfield, CT The Charles Schwab Corp

Healthcare Investment Consultant Marsh & McLennan Companies Inc

Investment Consultant - Lake Grove, NY Fidelity

Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon Corp

Healthcare Senior Investment Consultant Marsh & McLennan Companies Inc

Senior Associate Investment Solutions Consultant New York Life Insurance Co

Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group Inc

Principal Consultant - Charles River Development - Investment Software Implementation State Street Corp

Investment Reporting Consultant RocketFin Consulting Ltd

Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance Company

Senior Compliance Consultant - Capital Markets, Commercial and Investment Banking, Institutional B/D and Asset Management (Hybrid - Metro NYC OR Buffalo, NY) M&T Bank Corp

Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu Ltd

Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu Ltd

Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu Ltd

MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan Stanley

MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan Stanley

SVP Consultant Relations Voya Financial Inc

Senior Analyst, Alternative Investments AXIS Capital Holdings Ltd

Investment Pipeline Analyst Initio Capital

Investment Pipeline Specialist Initio Capital

Investment Research Scout Initio Capital

Strategic Investment Scout Initio Capital

Investment Operations Mentor Initio Capital

Investment Strategy Advisor Initio Capital

Investment Opportunity Scout Initio Capital

Private Investment Scout Initio Capital

Fixed Income - Research Associate (Emerging Markets & Investment Grade Corporates) The Capital Group Companies, Inc.

Senior Associate, Investment Consulting Willis Towers Watson PLC

AVP, Investment Banking Barclays Plc

2027 GIP Infrastructure Private Equity Investment Associate BlackRock

Senior Investment Advisor Initio Capital

Fund & Investment Mentor Initio Capital

Investment Mentor (Private Capital) Initio Capital

Investment Guidance Specialist Initio Capital

Investment Connectivity Analyst Initio Capital

Investment Advisory Council Member Initio Capital

Associate, Healthcare Investment Banking BGC Group Inc

Investment Banking, Associate, Private Capital Advisory BTIG Norway AS

Global Investment Office, Portfolio Manager UHNW Team, Vice President Morgan Stanley

Analyst/Associate, Portfolio Management, Real Assets (Investment Team) Blue Owl Capital Inc

Head of OCIO Insurance - Global Investment Office, Executive Director Morgan Stanley

Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management State Street Corp

Senior National Account Manager, VP II - State Street Investment Management State Street Corp

Investment Banking Senior Associate / Junior Vice President - Power, Utilities & Renewables Guggenheim Partners LLC

Vice President, Global Investment Banking, Power, Utilities & Infrastructure Royal Bank of Canada

Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.

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