NewBanking – BSA Program Head – OCC-Regulated Financial Institution – Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) compliance Beta-Search, IncBanking – BSA Program Head – OCC-Regulated Financial Institution – Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) complianceNew York, NY$190,000–$220,000 / yearThis role is responsible for developing, implementing, and overseeing the institution’s BSA/AML/OFAC compliance program to ensure regulatory adherence and effective risk management. The ideal candidate will have 7-10 years of experience in Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) compliance within an OCC-regulated financial institution.
NewDirector, Banking and Payments IT M&A – Due Diligence, Integration and Separation – Strategy KPMGDirector, Banking and Payments IT M&A – Due Diligence, Integration and Separation – StrategyNew York, NY$195,415–$370,530 / yearDemonstrated success in leading high-impact IT-focused Mergers and Acquisitions projects with expertise in at least three of the following: systemintegration/separation, platform migration, IT architecture modernization,outsourcing of IT operations, or regulatory technology implementation; advancedprogram management skills, with the capacity to oversee large, complex projectsand deliver strategic insights to executive audiences; familiaritywith leveraging AI-powered platforms for due diligence, synergy analysis, andintegration/separation planning is a significant plus. Establish and manage program governance frameworks,ensuring rigorous oversight of execution across complex, multi-vendor paymentsenvironments; lead development of governance work products including statusreporting, risk management, and issue tracking; implement AI-powered tools forpredictive analytics on project timelines and risks and collaborate with seniorcross-functional teams to identify technology dependencies, risks, andopportunities across payments operations, product, risk, and compliancefunctions.
NewBanking Relationship Specialist ConnectOne BankBanking Relationship SpecialistHolmdel, NJ$22–$27 / hourAssists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.
NewBanking & Finance Associate Attorney - NY, LA, SF Gables Search GroupBanking & Finance Associate Attorney - NY, LA, SFNew York, NY$260,000–$390,000 / yearThe ideal candidate will contribute to high-value matters across private credit, structured finance, syndicated lending, distressed financings, receivables financings, and growth capital transactions, representing both lenders and borrowers. This opportunity offers exposure to a wide range of complex domestic and cross-border financing transactions, working alongside a collaborative team known for its technical excellence and client-focused approach.
Associate Banking Advisor Northern TrustAssociate Banking AdvisorNew York, NYFull timeThe role works closely with a small, collaborative team of Banking Relationship Managers, Portfolio Banking Advisors, and internal partners to manage client relationships, respond to service needs, and support credit and account administration activities. Coordinate daily client transaction activity in partnership with Account Managers and Client Service Support Teams including account openings, overdrafts, fees, payments, exception clearing, and borrowing activity.
Senior Treasury Relationship Manager - Government Banking - NJ Citizens Financial Group IncSenior Treasury Relationship Manager - Government Banking - NJIselin, NJ$179,000–$234,000 / yearThis role is focused on managing and growing treasury relationships across New Jersey, and surrounding markets, advising clients on comprehensive working capital and treasury solutions including Cash Management, Commercial Card, Merchant Services, Trade, and Supply Chain Finance. Serve as a trusted advisor to municipal government and public-sector clients and prospects, delivering treasury solutions that optimize cash flow, liquidity, and operational processes while driving high client satisfaction and revenue growth.
NewInvestment Banking Operations Officer (Vice President / Executive Director) - New York Morgan StanleyInvestment Banking Operations Officer (Vice President / Executive Director) - New YorkNew York, NY$275,000–$300,000 / yearOur 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. Department Profile: Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions (M&A), underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing.
Digital Banking Product Owner, Vice President Morgan StanleyDigital Banking Product Owner, Vice PresidentNY$110,000–$190,000 / yearWM Platforms consists of nine sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow Solutions • Digital Trading & Investing • UX Design & Research • Strategy & Execution • Business Control & Support • and the Chief Operating Office. Our 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.
NewDeal Flow Coordinator – Banking Career Launch AIDeal Flow Coordinator – BankingNew York, NY$100,000–$150,000A leading middle-market investment bank may seek a Deal Flow Coordinator – Banking to ensure smooth execution of transactions, maintain deal documentation, and support analysts and associates across live deals. This role emphasizes operational efficiency, pipeline management, and collaboration with senior bankers, making it ideal for candidates looking to gain exposure to deal execution processes and banking workflows.
NewInvestment Banking & Venture Capital Analyst Career Launch AIInvestment Banking & Venture Capital AnalystNew York, NY$100,000–$150,000A middle-market investment bank, venture capital firm, or hybrid advisory platform may seek an Investment Banking & Venture Capital Analyst to support M&A, growth equity raises, and venture investments across early- and growth-stage companies. This Investment Banking & Venture Capital Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Client Executive - FS/Banking Pegasystems IncClient Executive - FS/BankingNY$131,200–$199,900 / yearPicture Yourself at Pega: You'll lead the most complex enterprise opportunities, advising FS/Banking C-level executives on digital transformation while shaping industry conversations through thought leadership. For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Senior Solutions Consultant - FS/Banking Pegasystems IncSenior Solutions Consultant - FS/BankingNY$122,000–$185,900 / yearLead value-focused discovery and executive-facing presentations that translate complex customer challenges into a clear solution approach, shifting conversations from features to measurable outcomes and helping advance the deal with Sales. Meet Our Team: As a key contributor to Pega's Solution Consulting organization, you will work alongside Sales, Product, Consulting, Partners, and Industry teams to help the world's largest enterprises reimagine how work gets done.
Executive Director - NBFI Sales - Global Transaction Banking USA BBVAExecutive Director - NBFI Sales - Global Transaction Banking USANY$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.
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.
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.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorNJ12+ 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.
Head of Go To Market/GBS/Banking & Financial Services Tata Consultancy Services LtdHead of Go To Market/GBS/Banking & Financial ServicesNY$200,000–$500,000 / yearOwn and drive new business creation and large deal sales for AI-led, end-to-end GBS / Shared Services transformation programs across Banking & Financial Services clients-positioning TCS as a partner for enterprise-scale, outcome-driven operating model transformation. Act as a market maker/ Go-To-Market leader, originating new opportunities and building demand across Banking & Financial Services.
Investment Banking VP - Midstream (Oil & Gas) Truist Financial CorpInvestment Banking VP - Midstream (Oil & Gas)New York, NYSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Fund Banking Analyst StifelFund Banking AnalystNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Senior Vice President, Venture Lending and Banking StifelSenior Vice President, Venture Lending and BankingNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.
Associate, Venture Lending & Banking StifelAssociate, Venture Lending & BankingNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Sr. Banking Treasury Sales Manager StifelSr. Banking Treasury Sales ManagerNew York, New YorkFull timeBanking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Managing Director, Venture Banking (Investor Coverage) StifelManaging Director, Venture Banking (Investor Coverage)New York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.
Managing Director, Venture Banking StifelManaging Director, Venture BankingNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
Director/Managing Director, Fund Banking (Fund Finance) StifelDirector/Managing Director, Fund Banking (Fund Finance)New York, New YorkFull timeWhat You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Vice President, Venture Lending and Banking StifelVice President, Venture Lending and BankingNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: In joining Stifel’s Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies.
Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A) PKFOD CareersInvestment Banking Analyst/Associate, Mergers & Acquisitions (M&A)New York, New YorkWith roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million.
Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerNY$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Banking & Capital Markets Tax Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax ManagerNY$99,000–$266,000 / yearExecuting 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. Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools.
Senior Investment Banking Analyst Howden Group Holdings LtdSenior Investment Banking AnalystNY$105,000–$115,000 / yearSenior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerMorristown, NJWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
Investment Banking Associate | Industrials Houlihan LokeyInvestment Banking Associate | IndustrialsNew York, New York$175,000–$225,000 / yearWith 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. Our firsthand knowledge of global players and the industry gives us insight into a variety of corporate strategies and negotiating tactics, as well as the most up-to-date local and international market intelligence—making us a trusted, objective financial advisor to our clients.
Banking and Finance Associate Percy TowersBanking and Finance AssociateNew York City, New YorkAssociates here benefit from an intimate, collegial environment devoid of bureaucratic layers, offering direct mentorship from recognized banking partners and immediate substantive involvement in high-value, cross-border credit facilities. People Placers Staffing, a premier specialist in placing top-notch legal talent, is exclusively representing a highly respected client in their search for an elite finance and lending attorney.
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.
Digital Banking Fraud Analyst MDMS Recruiting LLCDigital Banking Fraud AnalystMorristown, NJRequired Experience: High School Diploma or GED and a minimum of 3 years of banking experience including detecting financial fraud via real time digital platforms using monitoring systems such as Compass, Client Analytics, or other systems. Confident with technology, possessing computer skills involving multiple applications and an excellent aptitude for quickly gaining a functional knowledge of new technology.
SVP, Banking Operations Nymbus, Inc.SVP, Banking OperationsNYRemote$175,000–$200,000 / yearThis leader will work alongside sales, partnerships, and product to identify expansion opportunities within the managed services book, support client retention and upsell conversations, and build the commercial case for new service capabilities as the operating model matures. This leader is accountable for current-state operational excellence that keeps clients and SLAs intact while simultaneously redesigning the operating model from the ground up using AI-first principles, agentic automation, and scalable architecture.
SVB- Relationship Manager II Startup Banking Technology First Citizens BancShares IncSVB- Relationship Manager II Startup Banking TechnologyNew York, NY$134,850–$179,800 / yearBachelor's degree plus 4 years of direct experience in business development, partnerships, program management or "generalist" experience working with startups, venture capitalists, accelerators, or adjacent roles in the innovation economy OR High School Diploma or GED and 8 years of experience. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Senior Analyst, Investment Banking, Mergers & Acquisitions (New York City, NY, US, 10281) The Bank of Nova ScotiaSenior Analyst, Investment Banking, Mergers & Acquisitions (New York City, NY, US, 10281)New York City, NY$120,000–$130,000 / yearPerform comprehensive financial analysis and create and maintain detailed financial models as well perform valuation work and other relevant analyses; Collect, consolidate and interpret company and industry data; Financial and written analysis of companies and industries; Support transaction execution including coordinating due diligence process and liaising with relevant counterparts at the client/other advisors; and. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Principal SME Regulatory Affairs — Banking & AI Compliance MonstroPrincipal SME Regulatory Affairs — Banking & AI ComplianceNew York, NY$250,000–$320,000 / yearDevelop clear, well-reasoned positions on nuanced questions: where AI-driven financial guidance sits relative to regulated advice, how data flows within banking ecosystems, and how Monstro is appropriately classified as a vendor. We are looking for someone who has spent years inside or alongside financial institutions, understands how regulators think, and has built the kind of credibility that makes banks and compliance officers trust you.
Investment Banking Debt Advisory & Restructuring Associate Oppenheimer Holdings IncInvestment Banking Debt Advisory & Restructuring AssociateNY$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.
SVB - Relationship Manager II / Director, Corporate Banking Relationship Management - FinTech First Citizens BancShares IncSVB - Relationship Manager II / Director, Corporate Banking Relationship Management - FinTechNY$188,100–$250,800 / yearFor Relationship Manager II level, Bachelor''s Degree and 4 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech or High School Diploma or GED and 8 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech. For Director level, Bachelor''s Degree and 6 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech or High School Diploma or GED and 10 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech.
NewInvestment Banking Analyst Initio CapitalInvestment Banking AnalystNew York, NY$145,000–$185,000The Career Launch AI Talent Network provides job seekers with tools and resources to pursue opportunities similar to this role, including: Skills-based role matching for investment banking and corporate finance careers. These roles often involve collaboration with senior bankers, finance teams, and cross-functional leadership to deliver data-driven insights, conduct due diligence, and prepare client-facing presentations.
NewInvestment Banking Associate Initio CapitalInvestment Banking AssociateNew York, NY$145,000–$185,000Associates are responsible for overseeing analysts, refining financial analysis, managing workstreams , and partnering closely with Vice Presidents and senior bankers to deliver high-quality client outcomes. Investment Banking Associates play a central role in transaction execution and deal management across mergers and acquisitions (M&A), equity and debt capital markets, restructurings, and strategic advisory engagements.
Lending Transaction Manager - Lending and Banking Services Massachusetts Mutual Life Insurance CompanyLending Transaction Manager - Lending and Banking ServicesNY$144,800–$190,000 / yearYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
Senior Credit Products Specialist - Private Banking Flagstar Bank, N.A.Senior Credit Products Specialist - Private BankingNew York, NYFull timeAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships.
Investment Banking Senior Analyst | Financial Services Houlihan Lokey FrankfurtInvestment Banking Senior Analyst | Financial ServicesNew York, NY$110,000–$130,000 / yearAs part of our team, you will: • Prepare, analyze, and explain historical and projected financial information • Coordinate and perform business due diligence and execute M&A transactions • Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed • Perform valuation and ad hoc financial analyses • Assist in the marketing and execution of existing engagements • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors • Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members. • Excellent verbal and written communication skills • Strong financial and computer skills (Excel, Word and PowerPoint) • Excellent public speaking and presentation skills • Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously • Extensive operational financial modeling and valuation experience • Hands-on M&A sell side experience.
Associate/VP, Global Investment Banking, Leveraged Finance Royal Bank of CanadaAssociate/VP, Global Investment Banking, Leveraged FinanceNew York, New YorkWork directly with senior leveraged finance and industry bankers, syndication/capital markets, internal risk teams, corporate banking, liability management, ratings advisors and other areas of the bank on internal credit processes and external client servicing. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Healthcare Investment Banking Associate Fifth Third BancorpHealthcare Investment Banking AssociateNY$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. SKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 13 years of practical experience or advanced academic exposure) across the following areas: Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.