Investment Banking Sr. Analyst / Associate Debt Private Placements Oppenheimer Holdings IncInvestment 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.
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.
Relationship Banker Business Specialist PNC BankRelationship Banker Business SpecialistHoboken, New JerseyProactive 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.
New2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY Raymond James Financial Inc2027 Investment Banking Summer Analyst Private Capital Advisory New York, NYNew York, NY$62,353.20–$105,000 / yearRaymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team.
Middle Market Banker II Truist Financial CorpMiddle Market Banker IIIselin, NJ$250,000–$280,000 / yearPlease review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g.
Global Banking and Markets Private, Structured Finance - Structured Credit Solutions Group, Associate, New York The Goldman Sachs Group IncGlobal Banking and Markets Private, Structured Finance - Structured Credit Solutions Group, Associate, New YorkNew York, NY$150,000–$225,000 / yearAssociates will work closely with senior bankers in preparing written and oral presentations, running asset and financing analyses, developing credit information for ratings agencies and investors, reviewing legal and other offering documents, and assisting in the valuation and financing associated with M&A, LBO and asset sale transactions. Recent deals include structured equity joint ventures (including digital infrastructure), Esoteric ABS transactions such as airline loyalty-backed financings and spectrum-backed financings, pre-IPO structured HoldCo financings and cross-border asset-backed LBO financings, among others.
Associate, Investment Banking - Private Capital Advisory (Primaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Primaries)New York, NY$175,000–$225,000 / yearThe Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles - flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles - across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds.
New2027 Investment Banking Summer Analyst Private Capital Advisory New York, NY Raymond James & Associates2027 Investment Banking Summer Analyst Private Capital Advisory New York, NYNew York, New YorkRaymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. . Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. .
Investment Banking - Private Capital Advisory, GP-Led Secondaries - Associate JPMorgan Chase Bank, N.A.Investment Banking - Private Capital Advisory, GP-Led Secondaries - AssociateNew York, NYFull timeOwn core analytical workstreams and oversee day-to-day modeling and valuation efforts, including operating models, valuation analyses, LBO models, investor return analyses, and continuation vehicle capitalization models. Our 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.
NewJunior Associate - Private Capital Advisory - Structured Capital Solutions - New York Evercore IncJunior Associate - Private Capital Advisory - Structured Capital Solutions - New YorkNew York, NY$185,000–$225,000 / yearGroup Description: Evercore's Private Capital Advisory ("PCA") group provides independent advice and execution services to leading private equity sponsors and institutional investors on a variety of strategic transactions across the private capital spectrum including (i) sponsor driven private equity fund recapitalizations, (ii) sales of portfolios of private assets, (iii) structured capital raise through public capital markets, (iv) seeded capital raises, and (v) management team spin-outs (vi) advise on the securitization of private capital. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure.
Global Banking & Markets - New York - Associate, Banker-Industry/Country Coverage - 9904608 The Goldman Sachs Group IncGlobal Banking & Markets - New York - Associate, Banker-Industry/Country Coverage - 9904608New York, NY$175,000–$225,000 / yearPrior employment must include two (2) years of experience with: creating financial models including leveraged buyout models, NAV (Net Asset Value) models, three statement operating models, discounted cash flow models, public trading comparables, and precedent transaction; utilizing Capital IQ, Bloomberg, Dealogic, and Thomson Research Portal to fulfill various client deliverables such as market updates and evaluation of potential M&A transactions and capital market transactions; advising on valuation and transaction analyses to private and public Consumer-sector companies; developing financial model outputs and complex presentations using Microsoft Office, Excel and PowerPoint related to various topics, including business strategy and corporate finance; analyzing regulatory filings, including 8Ks, 10Ks, and proxies, and Wall Street analyst research reports; and performing due diligence, research, analysis, and documentation of live transactions. Create and analyze complex financial models and perform scenario analyses to examine the effects of proposed client alternatives in financial transactions, with a focus on mergers and acquisitions, debt issuances, and initial public offerings (IPOs).
NewInvestment Banking - Private Capital Solutions - Associate JPMorgan Chase Bank, N.A.Investment Banking - Private Capital Solutions - AssociateNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. 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.
Associate Banker Safe Act LO - C12/Avp For Wealth At Work Citigroup Inc.Associate Banker Safe Act LO - C12/Avp For Wealth At WorkNew York, NY$109,120–$213,480 / 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.
Analyst, Investment Banking - Private Capital Advisory (Primaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Primaries)New York, NY$110,000–$135,000 / yearThe Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles - flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles - across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds.
Private Wealth Business Development Officer Canadian Imperial Bank of CommercePrivate Wealth Business Development OfficerNew York, NY$150,000–$190,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Market Development: Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks to grow CIBC's presence in the wealth management space.
Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)Melville, NY$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
Investment Banking Senior Analyst / Associate - Private Capital Solutions Guggenheim Partners LLCInvestment Banking Senior Analyst / Associate - Private Capital SolutionsNew York City, NY$125,000–$175,000 / yearThe role sits within a team in Private Capital Solutions that specializes in minority equity raises, including senior common and preferred equity raises for growth equity, dividend recapitalization, and acquisition financing purposes. The Private Capital Solutions group at Guggenheim is responsible for originating, structuring, and distributing privately negotiated financing solutions for global corporations, financial institutions, and infrastructure projects.
Private Equity Associate Soul Equity SolutionsPrivate Equity AssociateWestport, ConnecticutThe firm invests primarily in business services and select industrial and manufacturing businesses, with a particular interest in companies operating in fragmented markets where there is meaningful opportunity for organic growth and add-on acquisitions. Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.
Citi Private Bank | Uhnw Investment Counselor | Metro NY Citigroup Inc.Citi Private Bank | Uhnw Investment Counselor | Metro NYNew York, NY$211,280–$316,920 / 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. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Citi Private Bank | UHNW Investment Counselor | Metro NY Citigroup IncCiti Private Bank | UHNW Investment Counselor | Metro NYNew York, NY$211,280–$316,920 / 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. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).