CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak’s professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.
We offer a competitive total rewards package including:
CastleOak’s finance group is a small, high performing team that recently separated out from our Operations team. As the company continues to grow, the finance team is as the forefront of establishing reporting, budgeting, and value-add insights to the business and to senior management. The team is responsible for a wide variety of deliverables and touches all parts of the business, ensuring high visibility and the chance to round out a broad skill set. We are looking for an individual to fill our newly created Finance Analyst role. The team currently consist of two people: the head of the team and a Senior Vice President, who will both be invested in teaching and mentoring this person. The analyst will round out the team and have a front row seat to the inner workings of a boutique investment bank.