Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Business Banking Relationship Manager III Eastern Bankshares IncBusiness Banking Relationship Manager IIIBurlington, MA$77,510–$127,338 / yearManage relationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable. Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some prior credit training and sales training.
Business Banking Relationship Manager III- Swampscott Eastern Bankshares IncBusiness Banking Relationship Manager III- Swampscottswampscott, MA$77,510–$127,338 / yearManage relationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable. Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some prior credit training and sales training.
Business Banking Relationship Manager Eastern Bankshares IncBusiness Banking Relationship ManagerWestford, MA$77,510–$127,338 / yearManage relationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable. Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some prior credit training and sales training.
Banking Oversight Analyst Highbridge Consulting LLCBanking Oversight AnalystBoston, MAThis role supports the Embedded Banking organization by executing monthly, quarterly, and ad hoc oversight activities designed to identify, assess, escalate, and document risks associated with third-party partners, and their customers. The Analyst serves as a key liaison between partners, relationship management, risk management, AML, and other stakeholders to ensure adherence to bank policies, regulatory requirements, and risk appetite.
Private Banking Business Development Officer II Eastern Bankshares IncPrivate Banking Business Development Officer IIBoston, MA$108,896–$178,901 / yearRefers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending, as appropriate, for purpose of cross-selling other Bank products and services. This position develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals and high-net-worth individuals within the Bank's assessment area.
Investment Banking Associate – Consumer & Retail Prospect Rock PartnersInvestment Banking Associate – Consumer & RetailBoston, MassachusettsOur client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking an Associate to join their Investment Banking team in Boston, focused on the Consumer & Retail sector. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines, in a unique environment that combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
Commercial Credit Underwriter/Portfolio Manager - Fund Banking M&T Bank CorpCommercial Credit Underwriter/Portfolio Manager - Fund BankingBoston, MA$81,500–$135,900 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including of one year work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating.
NewBusiness Banking Senior Relationship Manager - Boston, MA Bank of AmericaBusiness Banking Senior Relationship Manager - Boston, MABoston, MassachusettsCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Business Banking Senior Relationship Manager-Boston, MA Bank of AmericaBusiness Banking Senior Relationship Manager-Boston, MABoston, MassachusettsCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. This includes our commitment to being a diverse and 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.
Senior Relationship Manager Business Banking - Boston Bank of America CorpSenior Relationship Manager Business Banking - BostonBoston, MA$20–$50 / yearCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. 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.
Sr. Strategic Account Manager - Bfsi (Banking, Financial Services And Insurance) Cynet CorpSr. Strategic Account Manager - Bfsi (Banking, Financial Services And Insurance)Boston, MAWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in Banking, Financial Services and Insurance sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
2027 Commercial Banking Summer Internship - Early Careers Wells Fargo & Co2027 Commercial Banking Summer Internship - Early CareersBoston, MA$31.25–$51.92 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Director, Core Banking - North America QuantexaSenior Director, Core Banking - North AmericaBoston, MACross-Functional Orchestration: Partner closely with critical internal teams-including Solutions Engineering (SE) to build technical trust, Alliances to leverage co-sell opportunities, and Industry experts to align our platform with key banking pain points. We are looking for an exceptional "player-coach" sales leader to build and define the sales engine for our Core Banking segment (major banks outside our top-tier global strategic accounts, typically those with >$100B in assets).
SVP, Managing Director, Originator - Life Sciences Venture Banking in Northeast Banc of CaliforniaSVP, Managing Director, Originator - Life Sciences Venture Banking in NortheastBoston, MassachusettsThe SVP, Managing Director will be an integral senior contributor on the life sciences venture banking originations team with key responsibilities including originating, structuring, negotiating and executing lending opportunities to early stage private and public companies in the healthcare industry. The individual will have significant market visibility and will be expected to self-generate leads by calling on venture capital firms, venture backed life science companies and other key contacts within the entrepreneurial ecosystem (CEOs, CFOs, Attorneys, Accountants, etc.).
AVP, Underwriter - Venture Lending, Tech, Corporate Banking Banc of CaliforniaAVP, Underwriter - Venture Lending, Tech, Corporate BankingBoston, MassachusettsResponsible for the completion of new deal underwritings, i.e. providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to sponsor backed lower middle market and middle market prospects in the Technology industry. The AVP, Underwriter will work with the originations team on new deal underwritings and should strive to understand the prospect's operating performance and needs, and work to build strong working relationships both internally and externally.
BA Investment Banking Yantran LLCBA Investment BankingBOSTON, MAEngage with business stakeholders to gather, analyze, and document requirements for investment banking platforms and AI-driven use cases. *** also offers benefits like medical, vision, dental, life, disability insurance and paid time off (including holidays, parental leave, and sick leave, as required by law).