Investment Banking Analyst (Tech M&A) Kaizen Equity PartnersInvestment Banking Analyst (Tech M&A)Scottsdale, ArizonaSupport Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral. What You Will Do Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
VP, Relationship Banker II First WesternVP, Relationship Banker IIScottsdale, AZ$83,700–$117,000 / yearSupport Profit Center (PC) production by meeting individual annual production goals for loans, deposits, and assets under management; establish referral objectives aligned with overall office sales goals. Day-to-day responsibilities include identifying opportunities, facilitating and structuring credit requests, managing loan portfolios, and coordinating with internal partners to deliver tailored client solutions.
Mortgage Banker Morgan StanleyMortgage BankerTempe, AZ$85,000–$140,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. 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.
VP, Relationship Banker II First Western Trust BankVP, Relationship Banker IIScottsdale, AZ$83,700–$117,000 / yearSupport Profit Center (PC) production by meeting individual annual production goals for loans, deposits, and assets under management; establish referral objectives aligned with overall office sales goals. Day-to-day responsibilities include identifying opportunities, facilitating and structuring credit requests, managing loan portfolios, and coordinating with internal partners to deliver tailored client solutions.
Investment Analyst- Portfolio Management STORE Capital CorpInvestment Analyst- Portfolio ManagementScottsdale, AZHow you will contribute to STORE's mission: The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio.
Investment Analyst- Portfolio Management STORE CAPITAL CORPORATIONInvestment Analyst- Portfolio ManagementScottsdale, AZHow you will contribute to STORE's mission: The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio.
Associate Banker- Multinational Corporations- Associate JPMorgan Chase & CoAssociate Banker- Multinational Corporations- AssociatePhoenix, AZExperience serving multinational corporations, Global Passport clients, early-stage high-growth companies, or innovation economy sectors (e.g., technology, life sciences, fintech, cleantech, consumer innovation); Interest in or knowledge of venture capital, private equity, and innovation ecosystems. Morgan''s Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative multinational companies, including Global Passport clients, early-stage high-growth businesses, and companies operating within the innovation economy.
Mortgage Banker Bok FinancialMortgage BankerPhoenix, AZThe Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Sr Commercial Banker Dickinson Financial CorporationSr Commercial BankerScottsdale, AZExcels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review—to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
Investment Specialist First Citizens BancShares IncInvestment SpecialistPhoenix, AZBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
SVP, Relationship Banker III First Western Trust BankSVP, Relationship Banker IIIScottsdale, AZ$123,000–$185,400 / yearYou''ll work closely with internal partners to offer a comprehensive suite of wealth management services, all while overseeing complex commercial loan portfolios. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
Business Solutions Banker JPMorgan Chase & CoBusiness Solutions BankerTempe, AZUnderstand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Business Solutions Banker - Not For Profit JPMorgan Chase & CoBusiness Solutions Banker - Not For ProfitTempe, AZUnderstand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Analyst, Alt Investments Northern TrustAnalyst, Alt InvestmentsTempe, AZExpected to use some initiative but refer more complex problems to supervisors/experts Knowledge: Good oral and written communication skills are required Working knowledge of MS Office is required Analytical and problem solving skills are required Knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingles Funds/Valuation Reporting/Reconciliation Principles, and finance or accounting preferred Work schedule will be congruent to our Chicago office hours (start time will be 6:30am/7:30am depending on Daylight Savings) Experience: A college degree required with an emphasis in Finance & Accounting preferred. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Investment Portfolio Analyst Columbia BankInvestment Portfolio AnalystPhoenix, AZ$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Personal Banker Associate I - Scottsdale-McDowell Fifth Third BankPersonal Banker Associate I - Scottsdale-McDowellScottsdale, ArizonaThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Relationship Banker Bank of America CorpRelationship BankerPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Chandler Area Bank of America CorpRelationship Banker - Chandler AreaChandler, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Mesa / Apache Junction Area Bank of America CorpRelationship Banker - Mesa / Apache Junction AreaApache Junction, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingPhoenix, AZ$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.