Goldman Sachs & Co. LLCNewAssociate, Banker - Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker - Industry/Country CoverageNew York, NY$175,000–$225,000 / yearPrior experience must include one (1) year of experience with Master’s degree or three (3) years of experience with Bachelor’s degree with: Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet, or Capital IQ; performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile; analyzing company data, including strategic operating plans, documentation of live transactions, and regulatory filings; executing debt and equity or private M&A (buyside and sell-side) transactions; and Liaising with capital market specialists in connection with the structuring, pricing and distribution of structure. Requires: Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and three (3) years of experience in the job offered or in a related role.
Goldman Sachs & Co. LLCNewAssociate, Banker-Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker-Industry/Country CoverageNew York, NY$175,000–$203,000 / yearRequires: Master’s degree (U.S. or foreign equivalent) or Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) in the job offered or in a related role. Create and analyze financial models, organize and prepare client presentations, help manage transaction processes, and assist in structuring transactions primarily for companies in the Industrials sector.
Peapack Private Bank & TrustCommercial Private Banker III (Relationship Manager) Peapack Private Bank & TrustCommercial Private Banker III (Relationship Manager)New York, NYFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. The Private Banker III serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to provide customized lending, deposit, treasury management, and wealth management solutions consistent with Peapack Private Bank & Trust's relationship-driven culture.
Peapack Private Bank & TrustCommunity Private Banker Peapack Private Bank & TrustCommunity Private BankerRed Bank, NJ$97,692–$115,000 / yearPart timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client client relationships through proactive calling efforts, networking, referrals, and centers of influence.
JPMorgan Chase & CoU.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateGreenwich, CTOur 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.
JPMorgan Chase & CoU.S. Private Bank - Private Banker - Brooklyn, NY JPMorgan Chase & CoU.S. Private Bank - Private Banker - Brooklyn, NYnew york, NY$170,000–$225,000 / yearManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
East West Bancorp IncPrivate Banker East West Bancorp IncPrivate BankerNew York, NYBachelor or graduate degree in accounting, finance, business, or management 3+ years' experience in branch banking including corporate/business accounts Ability to handle escalations, cash management services, wire transfers and deposits Ability to recommend and open business new accounts High level client service skills Experience solving customer problems and working with high touch customers Professional communication skills Experience working with a Windows-based computer environment, working knowledge of Microsoft Office. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Peapack-gladstone BankCommercial Private Banker III (Relationship Manager) Peapack-gladstone BankCommercial Private Banker III (Relationship Manager)Red Bank, NJ$168,812–$275,000 / yearQualifications: • Bachelor's degree required; MBA or other advanced degree preferred • Minimum of 10+ years of experience in commercial banking with a strong focus on C&I relationship management (Upper - Middle Market) • Proven track record of originating, managing, and growing profitable commercial banking relationships • Strong credit analysis, underwriting, and loan structuring expertise • Demonstrated ability to deliver a private banking-style, relationship-based client experience • Established network of referral sources and centers of influence • Experience using CRM tools to manage client relationships, referrals, and business development activities • Excellent interpersonal, communication, and presentation skills • Strong organizational skills with the ability to manage multiple priorities • High level of professionalism, integrity, and accountability. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
JPMorgan Chase Bank, N.A.International Private Bank- Private Banker- ED- Israel JPMorgan Chase Bank, N.A.International Private Bank- Private Banker- ED- IsraelNew York, NYFull timeOur 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. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market .
Peapack Private Bank & TrustRetail Private Banker II Peapack Private Bank & TrustRetail Private Banker IIMorristown, NJFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Deliver business plan growth and income objectives; manage, coach and support all branch employees on sales aiding in the developing, managing and growing profitable customers relationships.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorNew York, NYFull timeOur 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.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentGarden City, NYFull timeOur 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.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateGreenwich, CTFull timeOur 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.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing DirectorNew York, NYFull timeOur 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.
Citigroup IncCiti Private Bank - UHNW Private Banker Citigroup IncCiti Private Bank - UHNW Private BankerGreenwich, CT$200,000–$500,000 / yearQualifications:15+ years of experienceExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship sellingDemonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education:Bachelor''s/University degree, Master''s degree preferred------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family:Private Banker------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Greenwich Connecticut United States------------------------------------------------------Primary Location Full Time Salary Range:$200,000.00 - $500,000.00In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Brooklyn, NY JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Brooklyn, NYNew York, NYFull timeOur 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.
Citigroup IncPrivate Banker LATAM (Mexico) Citigroup IncPrivate Banker LATAM (Mexico)new york, NY$192,000–$288,000 / yearQualifications: 10+ years of experience Required- written and spoken English and Spanish Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $192,000.00 - $288,000.00 In addition to salary, Citi\u2019s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers.
Citigroup IncCiti Wealth: Private Bank - UHNW Banker - Managing Director Citigroup IncCiti Wealth: Private Bank - UHNW Banker - Managing DirectorShort Hills, NJ$250,000–$500,000 / yearExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. Thus thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high-quality team.
Citigroup IncCiti Wealth / Private Bank - HNW Banker - C15/Dir Citigroup IncCiti Wealth / Private Bank - HNW Banker - C15/Dirnew york, NY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Citigroup IncCiti Private Bank: Banker Team Leader - Managing Director Citigroup IncCiti Private Bank: Banker Team Leader - Managing Directornew york, NY$250,000–$500,000 / yearExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling /. Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Citigroup IncCiti Private Bank: Banker Team Leader - C16, Director Citigroup IncCiti Private Bank: Banker Team Leader - C16, DirectorNew York, NY$250,000–$500,000 / yearQualifications: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client teams and transactions Demonated track record in relationship selling Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market Demonates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group: Private Client Coverage Job Family: Private Banker Time Type: Full time Primary Location: New York New York United States Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Citigroup IncCiti Private Bank - UHNW Banker - Director Citigroup IncCiti Private Bank - UHNW Banker - Directornew york, NY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
City National BankPrivate Banker City National BankPrivate BankerNew York, New YorkRemote$127,626–$237,014 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
JPMorgan Chase Bank, N.A.Private Client Banker - Summit, NJ - NJ Morris County Market JPMorgan Chase Bank, N.A.Private Client Banker - Summit, NJ - NJ Morris County MarketSummit, NJFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - Brooklyn Trust - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Brooklyn Trust - Brooklyn, NYBrooklyn, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker (Bilingual English and Russian Required) - Kings Highway and E 2nd St - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker (Bilingual English and Russian Required) - Kings Highway and E 2nd St - Brooklyn, NYBrooklyn, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker- NJ Waterfront Market JPMorgan Chase Bank, N.A.Private Client Banker- NJ Waterfront MarketUnion City, NJFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - Bay Ridge - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Bay Ridge - Brooklyn, NYBrooklyn, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker- Clifton, NJ, Passaic Essex Market JPMorgan Chase Bank, N.A.Private Client Banker- Clifton, NJ, Passaic Essex MarketClifton, NJFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - Huntington, NY JPMorgan Chase Bank, N.A.Private Client Banker - Huntington, NYHuntington, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - Brighton Beach Walk - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Brighton Beach Walk - Brooklyn, NYBrooklyn, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - East Brunswick, NJ - NJ Princeton Market JPMorgan Chase Bank, N.A.Private Client Banker - East Brunswick, NJ - NJ Princeton MarketEast Brunswick, NJFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase Bank, N.A.Private Client Banker - Jay St and Front St - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Jay St and Front St - Brooklyn, NYBrooklyn, NYFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
City National BankPrivate Banking Officer II City National BankPrivate Banking Officer IINew York, New YorkRemote$65,296–$104,304 / yearWHAT IS THE OPPORTUNITY?Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.).
Peapack Private Bank & TrustUniversal Banker II Peapack Private Bank & TrustUniversal Banker IIMorristown, NJFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
City National BankNewPrivate Wealth Analyst City National BankPrivate Wealth AnalystNew York, New YorkRemote$87,027–$138,965 / yearPrivate Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
Career Launch AINewInvestment Banker Career Launch AIInvestment BankerNew York, NY$150,000–$200,000Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.
Citigroup IncAssociate Banker SAFE Act - C12 - NEW YORK Citigroup IncAssociate Banker SAFE Act - C12 - NEW YORKnew york, NY$109,120–$163,680 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Peapack-gladstone BankUniversal Banker II Peapack-gladstone BankUniversal Banker IIGreen Village, NJ$41,500–$54,500 / yearThere are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients needs.
JPMorgan Chase Bank, N.A.Wealth Management, Private Bank, PLP Borrower Specialist, Analyst JPMorgan Chase Bank, N.A.Wealth Management, Private Bank, PLP Borrower Specialist, AnalystNew York, NYFull timeAct as primary owner of the existing loan portfolio while performing various aspects of sales and credit management: Proactively manage upcoming covenant and annual review deadlines to collect information from clients in a timely manner to prevent past dues. Job Responsibilities: As the new client's main point on contact, you will be responsible for introducing the Professional Loan Program by sending a customized Program Welcome Letter, sending application, collecting and reviewing information for underwriting, and collaborating with internal teams to complete onboarding, including Know Your Client ("KYC") due diligence.
StifelPrivate Market Associate StifelPrivate Market AssociateNew York, New YorkStifel 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.
bdo consultingBusiness Development Director (Private Equity / Asset Management - Focus) bdo consultingBusiness Development Director (Private Equity / Asset Management - Focus)New York, NY$150,000–$180,000 / yearUnder the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan.
Career Launch AINewInvestment Banking to Private Equity Analyst Career Launch AIInvestment Banking to Private Equity AnalystNew York, NY$100,000–$150,000This role is ideal for candidates interested in developing private equity–ready skill sets, including LBO modeling, investment diligence, and portfolio analysis, while gaining exposure to both sell-side and buy-side perspectives. A leading investment bank, private equity firm, or hybrid advisory platform may seek an Investment Banking to Private Equity Analyst to support deal execution, investment analysis, and buy-side transaction processes.
JPMorgan Chase Bank, N.A.Commercial Banker - Media, Communications and Digital Infrastructure - Vice President JPMorgan Chase Bank, N.A.Commercial Banker - Media, Communications and Digital Infrastructure - Vice PresidentNew York, NYFull timeOur 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. This role requires national travel as well as close collaboration with leaders within the Commercial and Specialized Industries organization and across the firm, including but not limited to Middle Office, Risk, Private Bank, and Investment Banking partners.
Career Launch AINewPrivate Placements Analyst Career Launch AIPrivate Placements AnalystNew York, NY$100,000–$150,000This Private Placements Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers. A leading investment bank or advisory firm may seek a Private Placements Analyst to support the origination, execution, and management of private debt and equity offerings.
JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group AsiaNew York, NYFull timeAs a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
Career Launch AINewInvestment Banking & Private Capital Analyst Career Launch AIInvestment Banking & Private Capital AnalystNew York, NY$100,000–$150,000A middle-market investment bank, private capital advisory firm, or hybrid advisory platform may seek an Investment Banking & Private Capital Analyst to support M&A transactions, private capital raises, and investor engagement across private equity, growth equity, private credit, and family offices. This Investment Banking & Private 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.
JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAmNew York, NYFull timeCollaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team. As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning.
JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group JPMorgan Chase Bank, N.A.2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families GroupNew York, NYFull timeBased in New York City, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients. As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our teams to understand client needs and examine market activities.
Career Launch AINewPrivate Capital Fund Analyst Career Launch AIPrivate Capital Fund AnalystNew York, NY$100,000–$150,000This description reflects a typical early-career role focused on private capital funds, co-investments, portfolio monitoring, and capital advisory, ideal for candidates pursuing careers bridging investment banking and private equity fund management. This role is ideal for candidates seeking rigorous analytical work, exposure to private capital transactions, and fund-level investment insights, with structured professional development in fund management, deal execution, and investor relations.