19 private client banker jobs found in New York

About the Role: Grade Level (for internal use): 13 The Team: The Asset Owners Team is part of the North America Commercial organization. We focus on a carefully identified group of institutional decision-makers and influencers, promoting solutions and providing access to index data, analytics, research, and market intelligence. We work closely with colleagues across Client Coverage, Product, Index Investment Strategy, Research & Design, Client Services, Marketing, and Legal to deliver client outcomes and revenue growth. Responsibilities and Impact: Drive commercial growth and revenue generation by identifying, qualifying, and advancing opportunities from early discovery through client execution, building and managing a robust pipeline across U.S. and Canadian asset owners. This role requires demonstrating how your work fits into the broader strategy and leveraging your network in other functions and at a senior leadership level to ensure strategic...

The position involves day-to-day collaboration with key business partners, including Practices & Solutions Marketing and Regional Marketing; Product and Solutions teams; Digital and Technology teams; Client Service; Business Management; and Legal/Compliance. There are generally two areas of responsibility: (1) supporting the creation of client communications across multiple media types and formats (digital, print, presentations, etc.) and (2) providing writing, messaging, and positioning support for other projects, as needed. As the Client Communications Analyst within Asset & Wealth Management, you will support the development of effective client and marketing communications for the JPMorgan Chase Private Bank, contributing to how the business presents itself and its offerings to clients. Under the guidance of senior team members, you will develop a working understanding of the Private Bank’s value proposition and client experience and apply these insights to...

About the Role: Grade Level (for internal use): 13 The Team: This sales director will partner closely with Commercial, Marketing, Customer Experience, and global sales to deliver on annual bookings, ACV, Services and business growth targets while ensuring operational rigor, forecast accuracy, and customer satisfaction. The ideal candidate has a strong commercial track record in enterprise software, deep industry knowledge, and experience leading high performing sales teams. Responsibilities and Impact: The  Americas Sales  role reports into the Head of US Revenue for the Client lifecycle & Regulatory Solutions portfolio . This role is responsible for delivering on the go-to-market strategy, driving revenue growth, and scaling growth across North America. Revenue Growth & Commercial Execution   ·          Deliver on the North America commercial strategy across the suite of Client Lifecycle & Regulatory solutions...

About the Role: Grade Level (for internal use): 15 The Role We are looking for a visionary and client-obsessed technology leader to be our Global Head of Commercial Technology Portfolio . In this critical role, you will own the entire technology ecosystem that governs how our clients discover, consume, and engage with S&P Global Indices products and data. You will be the single leader responsible for our global data distribution platforms, client-facing portals, and the full suite of sales and marketing technologies that power our growth. Your mission is to build a seamless, world-class digital experience that delights our customers and provides a strategic advantage to our commercial teams. Key Responsibilities: Commercial Technology Vision: Define and execute a cohesive technology strategy across all client-facing and revenue-enabling platforms, including data delivery APIs, customer portals, CRM, and the marketing technology stack. Drive Revenue...

About the Role: Grade Level (for internal use): 13 The Team: The Private Asset Valuation Services division provides valuation services on private equity, venture capital, and private debt investments to the largest asset managers, investment banks, and fund administrators. Key services include Private Equity and Private Debt Fair Value Services, and Qval Valuation Solutions. The global team is widely regarded as the market leader for these services and maintain extremely strong relationships across the market. Responsibilities & Impact: Business Development is the commercial arm of product. The team is the key between our clients/market needs and our product teams; in this role we partner with clients to directly influence the direction that our services take, plan for future growth, and execute on new ideas. Assist in the creation of business plans and sales campaigns Perform client/ prospect outreach in several ways including individual client meetings,...

About the Role: Grade Level (for internal use): 12 The Team:   Enterprise Solutions is a dynamic, revenue-driven division within S&P Global Market Intelligence that provides industry-leading software, data services, and managed solutions across multiple business segments including Private Markets, Enterprise Data Management, Regulatory & Compliance, Lending Solutions, and Corporate Actions. Our collaborative team operates globally, supporting clients with comprehensive solutions from front-to-back office operations while maintaining a culture of teamwork, innovation, and client success. Responsibilities and Impact: Drive revenue growth through new customer acquisition and expansion of existing client relationships within assigned territory or market segment Develop and execute comprehensive sales strategies aligned with company objectives and market opportunities Build and manage robust sales pipeline through targeted networking, prospecting, and...

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

We are a high performing team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.  As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets. You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients. Job Responsibilities: Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions,...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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...

This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business. As a Pricing Direct Evaluator – HY Associate, you will join a revenue-generating team that provides independent pricing and analytics for millions of fixed income and derivative instruments, utilizing real-time market intelligence from buy-side and sell-side market participants. You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.   Job responsibilities Generate daily valuations of high yield credit products for multiple market closes, entailing start-to-end responsibilities. This includes market data collection and analysis, price generation, quality control, and dealing with client queries. Develop and maintain sophisticated models or matrices, aiming to improve pricing...

The Global Private Bank Early Careers Development Lead is an Executive Director–level role that is critical to the development of the Global Private Bank’s future Advisors. The position provides the opportunity to contribute to program strategy; manage execution through a team of program managers; partner with operating‑committee members of the Global Private Bank (GPB) businesses to understand their needs; and collaborate closely with HR partners (Talent, HR Business Advisors, Recruiting, Compensation) and other stakeholders (Client Skills Training, New Hire Experience, Marketing, Finance, and Business Management). The ability to work with multiple stakeholders, oversee the end‑to‑end journey from internship through VP promotion, and guide the development of future Advisors is essential to this role. Job Responsibilities: Partner with the Head of AWM Talent to provide critical input into the strategy for the Analyst & Associate (A&A) Programs in the GPB  Oversee...

PM Associate, Private Credit Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $105 billion in assets under management. Bain Capital manages a range of strategies including private equity, public equity, credit, venture capital, real estate, life sciences, and impact investments.  Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors. Headquartered in Boston, Bain Capital has offices in Chicago, Dublin, Guangzhou, Hong Kong, London, Madrid, Melbourne, Mumbai, Munich, New York, Palo Alto, San Francisco, Seoul, Shanghai, Sydney, and Tokyo. BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with approximately $53 billion in assets under management.  We invest across the full spectrum of credit strategies, including asset-based finance, direct lending, leveraged...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn,...

Job 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! Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn,...

Job 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! Job...