Investment Banking M&A Associate – New York Morgan StanleyInvestment Banking M&A Associate – New YorkNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Mergers & Acquisitions Department (M&A) is responsible for structuring and executing a wide range of complex domestic and cross-border transactions including acquisitions, divestitures, mergers, spin-offs, joint-ventures, asset swaps and defenses against unsolicited takeover attempts.
Business Banking Specialist The PNC Financial Services Group IncBusiness Banking SpecialistWestfield, NJ$54,080–$82,550 / yearProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Business Banking Specialist The PNC Financial Services Group IncRelationship Business Banking SpecialistJersey City, NJ$63,000–$105,000 / yearProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Branch Banking - Client Consultant II-Licensed Flagstar Bank NABranch Banking - Client Consultant II-LicensedBrooklyn, NY$19.13–$28.69 / hourMeet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking Client Consultant II-Licensed Flagstar Bank NABranch Banking Client Consultant II-LicensedNY$18.34–$27.68 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking Client Consultant II Flagstar Bank NABranch Banking Client Consultant IINY$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Associate- Financial Institutions Sales- Global Transaction Banking USA BBVAAssociate- Financial Institutions Sales- Global Transaction Banking USANEW YORK, NY$100,000–$130,000 / yearDetailed customer research, financial and credit analysis, local and global profitability analysis in coordination with the local Senior GTB Institutional Sales Bankers (GTB ISB), Global FIs Bankers and product partners, to present to opportunities to our business and risk committees. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R.
Banking Relationship Manager LeafLink, IncBanking Relationship ManagerNY$60,000–$65,000 / yearLeafLink was named one of Inc. 5000's 'Top 5000 Fastest-Growing Private Companies'; one of Fast Company''s ''Top 10 Most Innovative Companies in Enterprise for 2020'', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC''s ''Best Places to Work in 2021''; 2024 Fast Company's Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we''re just getting started! Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients, fostering strong relationships while supporting their banking and financial service needs.
NewContact Center & Customer Experience Transformation VP - Banking & Financial Services ExlService Holdings IncContact Center & Customer Experience Transformation VP - Banking & Financial ServicesNY$185,000–$250,000 / yearMaintain working fluency across the CX/contact center technology stack - CCaaS platforms (NICE, Genesys, Five9, Amazon Connect), CRM (Salesforce Financial Services Cloud, Microsoft Dynamics), conversational AI/chatbots, workforce management (WFM/WFO), and analytics/QA (speech and text analytics, CSAT/VOC tooling). We are looking for a Vice President to lead Contact Center and Customer Experience (CX) Transformation for our Banking & Financial Services (BFS) group, spanning Retail Banking, Cards & Payments, Lending, and Wealth Management clients.
Investment Banking Associate - Financial Institutions Oppenheimer Holdings IncInvestment Banking Associate - Financial InstitutionsNew York, NY$150,000–$160,000 / yearQualifications: At least 2 years of experience in investment banking, primarily Financial Institutions related Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player Organized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Business Development Manager Banking Finance and Bankruptcy group Baker & McKenzie LLPBusiness Development Manager Banking Finance and Bankruptcy groupNY$153,000–$164,000 / yearThe Business Development Manager, Banking, Finance, and Bankruptcy group will deliver the strategic objectives of the Firm's Banking, Finance, and Bankruptcy teams through the effective implementation of business development and client development activities, and ensure these activities and objectives are aligned with the overall Firm strategy. Firm Positioning and Events: Along with the Chicago Office Client Development team members, coordinate all deliverables associated with identified key sponsorships; Leverage the Firm's involvement to strengthen client relationships and create client and attorney connections across the organization.
Investment Banking Analyst - Technology (New York, NY) Oppenheimer Holdings IncInvestment Banking Analyst - Technology (New York, NY)New York, NY$115,000–$130,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
NewSenior Sales Engineer - Commercial Banking NarmiSenior Sales Engineer - Commercial BankingNew York, NY$150,000–$185,000 / yearCommunity financial institutions have an opportunity to offer businesses a best-in-class digital experience to compete against megabanks and fintechs - and Narmis platform is built to help them seize it. Youll own the technical side of sales engagements end-to-end, demo our platform with confidence, and partner across teams to close deals and drive revenue growth.
VP / SVP Cross Border Banking, Senior Relationship Manager (Greater China) Madison-DavisVP / SVP Cross Border Banking, Senior Relationship Manager (Greater China)New York, NY$150,000–$220,000 / yearThis is a senior Cross Border Banking Relationship Manager opportunity at a well-established and growing financial institution, focused on developing and managing a complex portfolio of US-Greater China market clients with a key emphasis on nearshoring opportunities. The role carries full business development ownership building and expanding client relationships across the US and Greater China corridor while leveraging deep cross-border banking expertise and an established network to drive meaningful portfolio growth.
Executive Director, Transaction Banking US Client Lifecycle Management BBVAExecutive Director, Transaction Banking US Client Lifecycle ManagementNEW YORK, NY$200,000–$225,000 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. The Head of Business Management & Execution (BEX) leads execution and business management for Global Transaction Banking (GTB) USA, ensuring the successful delivery of Trade & Working Capital, Cash Management & Liquidity, and Distribution Solutions.
Executive Director - NBFI Sales - Global Transaction Banking USA BBVAExecutive Director - NBFI Sales - Global Transaction Banking USANEW YORK, NY$240,000–$280,000 / yearThe Executive Director will originate, structure, negotiate, and execute Transaction Banking solutions, with a strong primary focus on originating and structuring Global Trade Finance and Working Capital solutions (including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance), followed by Cash Management and Liquidity Management offerings, across Financial Sponsors and the broader NBFI client environment. Lead origination and execution of Trade Finance and Working Capital solutions across Financial Sponsors and broader NBFI clients, including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance, while supporting broader Cash Management and Treasury Management opportunities.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Transaction Banking Business, Cash Management Service ("Cms") Implementation Mizuho Financial groupTransaction Banking Business, Cash Management Service ("Cms") ImplementationNew York, NY$89,000–$95,000 / yearThe Global Transaction Banking Department (GTBD) Americas Office provides a wide range of transaction banking services, including payments and collections, liquidity management, cash pooling, trade finance (L/C, Supply Chain Finance, Standby L/C), FX, and treasury-related solutions. The Analyst / Associate level CMS Implementation Manager is responsible for the end-to-end implementation of Cash Management Services, ensuring accurate setup, timely delivery, and a smooth onboarding experience for clients.
Consumer Banking Legal - Assistant General Counsel JPMorgan Chase & CoConsumer Banking Legal - Assistant General CounselJersey City, NJAs a/an Vice President/Assistant General Counsel in Consumer Banking Legal, you will provide strategic, practical legal advice to Consumer Branch Banking and Community and Business Development initiatives, supporting field, branch, and operational teams. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banking Associate Global Fund Placement & Advisory Oppenheimer Holdings IncInvestment Banking Associate Global Fund Placement & AdvisoryNew York, NY$150,000–$170,000 / yearOur Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Staff Software Engineer, Banking Brex IncStaff Software Engineer, BankingNew York, NYRemote$240,000–$285,000 / yearYou will partner closely with engineering, product, design, data, operations, risk, compliance, and external partners to simplify complex systems, improve reliability, and help the organization deliver ambitious product outcomes without losing sight of operational excellence. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.
Quantitative Analyst - FSRM - QAS - Banking Book - FSO - Manager - Multiple Positions - 1716932 Ernst & Young Global LtdQuantitative Analyst - FSRM - QAS - Banking Book - FSO - Manager - Multiple Positions - 1716932New York, NYIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. MINIMUM REQUIREMENTS: Must have a Bachelor's degree in Economics, Computational Finance, Mathematics, Engineering, Statistics, Data Science, Physics, or a related field and 5 years of post-baccalaureate progressive quantitative analysis work experience.
Internal Audit, Executive Director - Consumer Community Banking JPMorgan Chase & CoInternal Audit, Executive Director - Consumer Community BankingJersey City, NJOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewSenior Manager, Agentic AI Transformation - Banking & Capital Markets Sia Partners SASSenior Manager, Agentic AI Transformation - Banking & Capital MarketsNew York, NY$171,000–$180,000 / yearResponsibilities: Client Advisory & Delivery Leadership: Lead client advisory and end-to-end delivery of complex Agentic AI workflows across Capital Markets, Asset Management, Wealth Management, and Corporate Banking, including multi-agent orchestration, autonomous decision-making loops, and advanced RAG integration, while translating ambiguous institutional challenges into technical requirements, target operating models, solution blueprints, and strategic execution roadmaps, and managing cross-functional teams across business, data science, IT infrastructure, risk, and compliance. AI Governance, Risk & Compliance: Lead AI governance, risk, and compliance for agentic AI deployments by aligning solutions to financial services regulatory expectations, including SR 11-7, OCC guidance, Treasury AI risk management principles, and emerging SEC/EU AI Act requirements, while designing production-grade observability, monitoring, and auditability frameworks to manage non-deterministic behavior, hallucination risk, agent-to-agent interactions, and Model Risk Management validation.
Global Banking Payments Sales Experience - Vice President JPMorgan Chase & CoGlobal Banking Payments Sales Experience - Vice PresidentJersey City, NJPartnering closely with senior stakeholders across business, design, data science, and engineering, you will translate customer needs and firm strategy into a cohesive product roadmap that delivers measurable outcomes and modern, intuitive user experiences. Partners with Quad leadership-Design, Product, Data, and Technology-to identify, prioritize, and fund high‑value product opportunities aligned to customer needs, market evolution, and firm strategy.
NewTechnology and Operations Sales Executive, Banking & Capital Market Deloitte Touche Tohmatsu LtdTechnology and Operations Sales Executive, Banking & Capital MarketNew York, NY$171,600–$338,300 / yearWorking hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in securing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as the sales lead throughout the sales process. Work you'll do: Work closely with Principals, Partners, and Managing Directors across AI & Engineering, Cyber, Customer, Enterprise Performance, Human Capital, Risk & Control, Industry and Account teams to identify new opportunities related to Technology and Operation in the Banking & Capital Market Industry.
Director of Product Management, Consumer Digital Banking NarmiDirector of Product Management, Consumer Digital BankingNew York, New YorkAlignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not from a third party.
Investment Banking ECM Analyst Oppenheimer Holdings IncInvestment Banking ECM AnalystNew York, NY$110,000–$130,000 / yearInc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Associate Banker- Government Banking- Associate JPMorgan Chase & CoAssociate Banker- Government Banking- AssociateNYThis is a banking-forward coverage role supporting senior bankers in new client acquisition, relationship deepening, and disciplined portfolio and pipeline management across state and local government clients. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Treasury Sales Associate - Real Estate Banking JPMorgan Chase Bank, N.A.Treasury Sales Associate - Real Estate BankingNew York, NYFull timeYou will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models.
SVB - Associate II Commercial Banking Warehouse Lending First Citizens BancShares IncSVB - Associate II Commercial Banking Warehouse LendingNew York, NY$102,450–$136,600 / yearPreferred Area of Study: Finance, Economics, Accounting, Business Preferred Area of Experience: Commercial Banking, Asset Backed Finance, Debt Capital Markets Asset Backed Securities, Warehouse Lending, Corporate Finance. Will also prepare modeling and analysis for both monthly and quarterly portfolio reviews (including asset backed securities (ABS) market overviews), highlighting key trends and potential risks, and monitor deals for compliance with covenants.
Banking & Finance Associate - NY, LA, SF OrrickBanking & Finance Associate - NY, LA, SFNew York, NY$260,000–$390,000 / yearOur practice is focused on representing lenders and borrowers in a wide range of debt financings, both domestically and internationally, including private credit transactions, receivables financings, structured credit, distressed financings, syndicated credit facilities and growth capital financings. For attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice[1]; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination.
Banking Center Senior Relationship Banker Webster Financial CorpBanking Center Senior Relationship BankerYonkers, NY$29–$32 / hourAssists Banking Center Manager with achievement of banking center sales, customer service, P&L management, operations, and employee development. Support segmentation strategy with existing clients by implementing sales, retention, and other bank initiatives to support Banking Center's growth and profitability objectives.
Investment Banking Associate | Financial Services Houlihan Lokey Europe GmbHInvestment Banking Associate | Financial ServicesNew York, NY$175,000–$225,000 / yearAs a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Tech Senior Auditor - Commercial & Investment Banking JPMorgan Chase & CoTech Senior Auditor - Commercial & Investment BankingJersey City, NJExcellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management and strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners. As a Technology Senior Internal Audit Associate within the Commercial Investment Banking Internal Audit Team, you will execute the annual audit plan, participate in audit engagements by performing audit testing, and participate in various continuous monitoring efforts.
Investment Banking Analyst-VP | NY, Chicago, Boston Zensho AgencyInvestment Banking Analyst-VP | NY, Chicago, BostonNew York City, New YorkWith a strong track record and a lean, senior-heavy structure, Associates here get meaningfully more deal exposure and client access than in a comparable role at a larger institution. You will operate as a primary processor of transactions and proposals, partnering directly with senior bankers and client executives from origination through to close.
Experienced Investment Banking Analyst CBRE Group IncExperienced Investment Banking AnalystNew York City, NYPrepares financial models used to evaluate financial structures for investment banking transactions and details the analysis conducted to support that value. Bachelor's degree (BA/BS) from four-year college or university in Finance or related field and a minimum of zero to two years of related experience and/or training.
EY-Parthenon - Investment Banking - Diversified Industrials - Analyst Ernst & Young Global LtdEY-Parthenon - Investment Banking - Diversified Industrials - AnalystNew York, NY$100,000–$125,000 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. As an M&A Investment Banking Experienced Analyst you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities.
Investment Banking Associate - Consumer and Retail Oppenheimer & Co. Inc.Investment Banking Associate - Consumer and RetailNew York, NY$170,000–$190,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorFlorham Park, NJ12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
Investment Banking Debt Advisory & Restructuring Associate Oppenheimer & Co. Inc.Investment Banking Debt Advisory & Restructuring AssociateNew York, NY$170,000–$190,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking, Associate, Private Capital Advisory BTIG Norway ASInvestment Banking, Associate, Private Capital AdvisoryNew York, NY$170,000–$190,000 / yearRequirements & Qualifications: Must have 3+ years of Investment Banking or Equity Research experience An undergraduate degree in finance or economics Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Proficiency in Excel and PowerPoint Familiarity with Capital IQ, Pitchbook, and Bloomberg Ability to work well in teams Excellent analytical, modeling, and interpersonal skills Solid work ethic and superior attention to detail CFA is highly preferred. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
Investment Banking Sr. Analyst / Associate– Debt Private Placements Oppenheimer & Co. Inc.Investment Banking Sr. Analyst / Associate– Debt Private PlacementsNew York, NY$130,000–$180,000 / yearInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Product Manager, Digital and Consumer Banking Columbia Financial IncProduct Manager, Digital and Consumer BankingFair Lawn, NJDesign and develop client-centric digital banking experiences that drive measurable revenue growth and reduce manual operating costs, increase cross-sales of existing and new banking products, and improves App Store ratings and NPS scores for existing digital banking products. Own the strategy and drive new products and product changes iteratively and continuously together with cross-functional team members, as well as through collaboration with stakeholders from other business lines, for example marketing, legal, compliance and internal technology teams.
Director, Investment Banking Compliance Canadian Imperial Bank of CommerceDirector, Investment Banking ComplianceNew York, NY$150,000–$200,000 / yearSeries 7, 63 preferred (24 license a plus); Cross Functional Relationships: This job requires interaction with: Technology in order to continually evaluate and enhance systems to address specific regulatory requirements and surveillance reports to achieve optimal efficiency and ensure accurate criteria; Compliance Management to collaborate with potential regulatory issues and net new rule requirements; Infrastructure support groups (e.g., Finance and Operations) to collaborate on control issues; US Legal to seek interpretive guidance on technical regulatory requirements; and. Strong technical skills in Microsoft Excel, Powerpoint, Sharepoint, Word; Comprehensive understanding of US regulatory landscape, private side business activities relating to Investment Banking, Corporate Banking, and Debt Capital Markets; Excellent communication skills, with the ability to translate complex regulatory concepts into business-focused advice.
Investment Banking Vice President | Healthcare Services Houlihan Lokey Europe GmbHInvestment Banking Vice President | Healthcare ServicesNew York, NYWith more than 100 investment bankers globally, Houlihan Lokey's Healthcare Group is among the largest dedicated healthcare investment banking groups in the U.S. The Healthcare Group is seeking to complement its team of professionals with a Vice President who will be immediately additive to the group. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Branch Banking Client Consultant I- Float Flagstar Bank NABranch Banking Client Consultant I- FloatFlushing, NY$17–$22.55 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.
Banking & Capital Markets Tax Manager PwCBanking & Capital Markets Tax ManagerNew York, NY$99,000–$266,000 / yearMinimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityPreferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH.
Product Associate, Global Private Banking Chief Data Office (CDO) JPMorgan Chase & CoProduct Associate, Global Private Banking Chief Data Office (CDO)Jersey City, NJYou contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. As a Product Associate in Global Private Banking Chief Data Office (CDO) group, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
NewInvestment Banking, ECM - Analyst/ Senior Analyst - North America and LATAM Coverage Citigroup IncInvestment Banking, ECM - Analyst/ Senior Analyst - North America and LATAM CoverageNew York, NY$110,000–$135,000 / yearThe Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. Responsibilities: Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team across both North America and LATAM.