Investment officer jobs in New York, New York - Page 5Create job alerts

The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Treasury Management Officer In Commercial Banking. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business an

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.The Global Wealth Management business offers individuals and families personalized, comprehensive financia

A leading investment management firm in New York is seeking a Senior Risk Manager to join its Risk Management Team.This role involves assisting the Chief Risk Officer in managing investment risks, analyzing portfolios, and ensuring compliance with investment guidelines.The ideal candidate will have

Knowledge of the principle and methodology of finance management; ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the organization. Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the co

A leading wealth management company in New York is seeking a Chief Investment Officer to shape the firm's investment direction and oversee its Investment Committee. The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in F

Supporting the identification, review, and evaluation of prospective fund and co-investment opportunities; conducting due diligence of fund and co-investment opportunities; developing framework for analyzing the historical track record of prospective investment opportunities; developing financial mo

Chief Financial Officer (CFO) - Strategic Finance & Capital Markets.Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its

This individual will partner closely with the Chief Investment Officer, Chief Risk Officer, and portfolio managers to enhance investment decision‑making and risk management through rigorous quantitative frameworks, superior research architecture, and scalable analytical tools. The role will report

We are now seeking a senior compliance officer within the team to execute and enhance the compliance program, and aid the business to comply with applicable laws, regulations, and Firm policies and procedures. Morgan Stanley Senior Compliance Officer. Among other internal stakeholders, this individu

Under the leadership of the Chief Compliance and Regulatory Officer, the Compliance Department is comprised of functionally and business-aligned teams that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies a

The Senior Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investment, trading, operations, legal and finance teams to strengthen and evolve the Firm's trade surveillance and compliance infrastructure. Lead or c

We are seeking a knowledgeable Regulation W Compliance Officer to oversee affiliate-transaction compliance across the bank and its related entities, including our investment adviser, broker-dealer, trust company, and other affiliated businesses. Regulation W Compliance Officer. Perform and continuou

As a senior member of the Public Communications Compliance Group, the Compliance Officer must have an understanding of the regulations and laws that govern firm communications and must have experience in reviewing complex investment advisory communications. Alternatively, the Compliance Officer shou

Knowledge of compliance systems, experience with ComplySci and ComplianceAlpha is a plus. A New York-based asset manager (SEC registered investment adviser and CFTC registered CTA/CPO) is seeking a VP, Compliance Officer. Provide compliance support to ensure that the firm's compliance programs are i

Outsourced Chief Investment Officer (OCIO) Analyst. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Analyst will serve as an integral partner to Portfolio Management, Intern

As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. You will collaborat

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial tra

Lead Credit Officer in Asset Based Lending Credit Risk. As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team. Credit Officers on the Investment Bank Asset Based Lending team manage a po

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. Participate in additional projects to enhance

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. Participate in additional projects to enhance

A leading wealth management firm is seeking a Chief Investment Officer to lead investment strategies and mentor a high-performing team.

The CFO will oversee accounting functions, ensure compliance, and manage fiscal sustainability, contributing significantly to the organization's growth and investment strategies. A leading community health center is seeking a Chief Financial Officer (CFO) to lead financial strategy and operations.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description Origis Energy is seeking an experienced M&A professional to lead and execute the company's utility scale solar and energy storage business growth strategies. The ideal candidate will have a proven track record of sourcing, evaluating, structuring, negotiating, and closing attractive project and portfolio acquisitions and dispositions. The position will serve as an integral leadership role as part of a high performing M&A team responsible for all aspects of profitable growth, expansion via mergers and acquisitions, and capital recycling. The role provides an opportunity to join a leading, vertically integrated renewable energy developer with an extensive portfolio of operating and under construction projects along with a growing pipeline of utility scale solar and energy storage projects. The Director Mergers & Acquisitions, reporting to the Chief Investment Officer, is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Execute the company's M&A strategies in alignment with growth and shareholder return objectives, • Lead the origination, analysis, structuring, documentation, and execution of utility scale solar and storage project acquisitions and dispositions, • Analyze different markets through an investment lens and make recommendations for M&A activity; such analysis would include an assessment of the political, regulatory, legal, and tax environment for a given market, along with supply/demand and other economic considerations, • Establish and maintain relationships with advisors, brokers, and developers to source attractive opportunities aligned with the company's business objectives and underwriting criteria, • Perform project due diligence across various functional areas, as applicable, including, interconnection, real estate, permitting, environmental, EPC, and project operations, • Work closely with in-house and external counsel along with the CIO to review, negotiate and close purchase and sale agreements, joint development, and partnership agreements, • Manage post-acquisition development, financing, and commercial obligations and activities, • Communicate with other departments within the company including Development, Origination, Capital Markets, Engineering, and Accounting on transaction details as well as business planning and work processes, • Prepare presentations and analysis necessary to obtain internal investment committee and company Board approvals, • Maintain opportunity pipeline reporting, as well as department budgets, forecasts, and acquisition financing needs in coordination with the CIO, • Explore and lead improvements in acquisition opportunity screening and analysis, • Be responsible for various internal administrative functions which are required to support acquisitions, • Bachelor's Degree in Finance, Business Administration, Economics, or a related field, • Minimum 7 (seven) years of relevant renewable energy industry experience in business development, M&A, project finance, or corporate development, • Experience serving in a transaction leadership role; preferably within a renewable energy development or IPP business, • Advanced knowledge of solar, solar + storage, and stand-alone storage markets and economics, • Established relationships with renewable sector advisors, brokers, and developers, • Experience in financial modeling and valuation analysis of relevant projects and markets; including advanced Excel skills, • Strong commercial, technical, analytical, and creative transaction structuring abilities, • Rigorous and detail oriented with the highest regard for accuracy and completeness, • Ability to maintain discipline and focus on acquisition and disposition strategies; filter and pursue only value-accretive opportunities, • Ability to identify, quantify and mitigate risks; realize opportunities, • Excellent communication skills, both verbal and written, • Strong organizational, problem-solving, and leadership skills, • Execution-focused mindset with a high level of initiative, • Ability to multi-task and work in a very fast-paced environment, • Team-oriented "player coach" with excellent interpersonal skills and ability to develop collaborative working relationships across multiple functional areas in the organization, • Has a strong sense of urgency and bias for action, • Ability to work with all levels of management and key stakeholders Location New York, NY Job Level Director – one direct report The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$245,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer will help oversee a staff of more than 100 employees to ensure efficient coordination and execution of BAM’s goals. Work closely with the Portfolio Construction group as well as the Responsible Investment group to ensur

A global investment advisory firm seeks a Chief Investment Officer (CIO) based in New York. The CIO will lead investment operations, portfolio framework, and risk oversight for a firm that specializes in financial planning for U. The ideal candidate will have at least 15 years of investment manageme

Counterparty Credit Risk Officer (FIG - Insurance Focus). As a Counterparty Credit Risk Officer, you will conduct in-depth due diligence and analysis for credit requests, primarily focused on trading activities.

Collaborate with internal credit officers and legal counsel to manage due diligence and ensure timely closings. Coordinate with the Chief Credit Officer and credit staff to resolve credit issues or adjust deal structures. All Low Income Investment Fund (LIIF) employees must be fully vaccinated again

Position: Chief Investment Officer / SVP, Capital Markets. A leading, growth-oriented renewable energy platform is seeking a senior investment and capital markets leader to drive financing strategy, capital formation, and portfolio optimization across Community & Distributed energy assets. Build and

This role sits at the intersection of Data, AI, and Investments, with a strong focus on investment data across the investment lifecycle. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek pre‑clearance on future transactions in

Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer will help oversee a staff of more than 100 employees to ensure efficient coordination and execution of BAM’s goals. Work closely with the Portfolio Construction group as well as the Responsible Investment group to ensur

Join to apply for the Chief Investment Officer role at DataAnnotation. We are looking for a Chief Investment Officer to join our team to train AI models. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

Natixis is seeking a highly accomplished Senior Credit Risk Officer, an Executive Director / Team Leader, to direct our credit risk operations for Latin America Corporate and Structured Finance / Project Finance within the Americas.

The Chief Investment Officer will own and oversee the firm’s entire investment lifecycle, from client onboarding through ongoing portfolio monitoring. Senior investment operations, CIO, Deputy CIO, or Head of Investments role. Chief Investment Officer Job Description and Responsibilities.

A leading wealth management company in New York is seeking a Chief Investment Officer to shape the firm's investment direction and oversee its Investment Committee. The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in F

Chief Investment Officer page is loaded## Chief Investment Officerlocations: Iselin: Owings Mills: New York: Philadelphiatime type: Full timeposted on: Posted Todayjob requisition id: Req-8409## ## Job DescriptionProsperity is a leading wealth management company dedicated to providing objective

Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer will help oversee a staff of more than 100 employees to ensure efficient coordination and execution of BAM’s goals. Work closely with the Portfolio Construction group as well as the Responsible Investment group to ensur

A leading wealth management firm is seeking a Chief Investment Officer to lead investment strategies and mentor a high-performing team. You will oversee the Investment Committee, define the firm’s long-term investment direction, and ensure portfolios reflect a tax-aware philosophy. Candidates shou

Lead teams responsible for fund investments, continuation vehicles, and co-investments, from sourcing to investment committee presentation, while offering independent recommendations on the merits of investment opportunities. Under the direction of the Director of Private Equity, the Senior Investme

Prosperity is an EisnerAmper Company seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‑aware philosophy. Prior experience a

Duties Description Under the direction of the Director of Private Equity, with ad hoc reporting to Senior Investment Officers, the Investment Officer will informally oversee the junior investment and operations staff (no formal direct reports) for the Private Equity Team at the New York State Common

As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team. The Global Wealth Management business offers individuals and families pers

Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer will help oversee a staff of more than 100 employees to ensure efficient coordination and execution of BAM's goals. Work closely with the Portfolio Construction group as well as the Responsible Investment group to ensure

Are you a Chief Investment Banking Officer or Head of Trading or Portfolio with deep expertise in quantitative crypto trading, XRP, and DeFi markets, ready to help scale a next-generation digital asset and wealth management family office, already achieving $100B+ AUM, to grow to over $220B AUM withi