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Careers
Carrers

Institutional Fixed Income Sales

The ideal candidate will possess significant relationships with institutional investors and other capital markets professionals. The position requires someone who is highly motivated by compensation tied directly to production, and demonstrates leadership qualities with a willingness to contribute to the firm’s development and evolution. The executive must be able to display the ability to sell ideas and win trade execution opportunities.

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Institutional Equity Sales-Trader

The ideal candidate will possess significant relationships with institutional investors and other capital markets professionals. The position requires someone who is highly motivated by compensation tied directly to production, and demonstrates leadership qualities with a willingness to contribute to the firm’s development and evolution. The candidate must be able to display the ability to sell ideas and win trade execution opportunities.

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Senior Investment Banking Officer

The Senior Investment Banking Officer will be a critical part of the CastleOak team responsible for business development and client relationship management, including the origination of capital markets and financial advisory business from existing and prospective corporate clients. The officer perform or manage the completion of the following processes: (i) generalist and sector client calling activities (ii) delivery of timely and relevant market, industry and/or transactional information (iii) coordination with capital markets/syndicate or financial advisory team on deal execution and on client communications (iv) research and evaluation of opportunities involving new financial products or government programs (v) participation in the firms business planning, reporting budgeting cycles. We offer a competitive salary and benefits package with an environment committed to professional growth.

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Investment Banking Analyst

The Investment Banking Analyst will be a critical part of the CastleOak team responsible for origination and execution of capital markets and financial advisory business from existing and prospective clients. The Analyst will perform the following tasks: (i) financial modeling, (ii) market analysis and research, (iii) evaluation and valuation of companies, (iv) researching financial products and companies, (v) production of marketing or deal-related documents, (vi) attending due diligence meetings and (vii) any other duties that may be required to effectively market and/or execute assignments.

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Investment Banking Associate

The Investment Banking Associate will be a critical part of the CastleOak team responsible for origination and execution of capital markets and financial advisory business from existing and prospective clients. The Associate will serve as an critical mid-level banker and will directly perform or manage the completion of the following tasks: (i) financial modeling, (ii) market analysis and research, (iii) evaluation and valuation of companies, (iv) researching financial products and companies, (v) production of marketingor deal-related documents, (vi) attending due diligence meetings and (vii) any other duties that may be required to effectively market and/or execute assignments.

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