Jobs at CastleOak Securities

Provide high-touch administrative support to two to three senior executives, managing complex calendars, travel, expense reporting, meetings, events, and confidential communications. Lead firm-wide event planning, coordinate stakeholders, improve processes, and own special projects with discretion, strong judgment, and project management discipline.

Provide executive administrative and analytical support to the CEO and senior leaders, including calendar and travel management, meeting logistics, briefing notes, research, basic Excel analysis, drafting and formatting communications, event planning, and project coordination. Prepare summaries, action-item trackers, status updates, and materials; manage cross-functional follow-up; handle confidential information; and use Microsoft Office and collaboration tools to streamline executive operations.

As a M&A Advisory Associate, you will execute M&A engagements, conduct financial analysis, manage client relations, mentor juniors, and review agreements.

Lead business development for liquidity products, driving revenue across institutional clients. Manage full sales cycle from prospecting to closing, collaborate with investment banking and sales teams, craft advisory solutions and marketing materials, support RFPs and sales campaigns, and provide training and market insights on cash management and money market funds.