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Application Deadline:

08/29/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Seeking a highly motivated, experienced Investment Banking Associate to join BMO’s Financial Institutions Group (FIG) Investment Banking Coverage team in New York
The ideal candidate will have a minimum of 4 years of relevant experience / exposure to investment banking and a combination of deep industry sector expertise
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required
Key Qualifications:
- Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
- Detail oriented with strong analytical abilities
- Deep, sophisticated understanding of accounting and finance
- Relevant sector experience (e.g., Insurance, Asset Management, and/or Specialty Finance) is highly desired
- Excellent mathematical, written/verbal communication, and computer skills
- Ability to manage expectations of senior bankers while working on multiple projects simultaneously
- Effective leadership and coaching skills
- Sound and professional judgement
- SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Responsibilities:

Participates in deal teams to develop, present, and win mandates for new opportunities
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Generates updated financial models / analyses as dictated by business needs and industry requirements
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
Delivers financial modeling to support strategic recommendations to clients

Base Salary

$175,000.00 USD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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Job Description:

Job Title Financial Institutions Group (FIG) Analyst

Location London

Corporate Title Analyst

Consistently recognised by the industry for activities in Mergers and Acquisitions (M&A) and capital raising, our Corporate Finance business is a market leader in Origination & Advisory. We provide a full range of investment banking services, including public and private equity and debt financing, M&A advice and private investment services for corporate and institutional clients.

Our award-winning operations in Europe, North America, and the Asia Pacific regions give us unparalleled global reach, offering access to the largest distribution network in the investment banking industry. Accordingly, we are proud that our client base includes some of the largest global companies and that we work on many of the largest and most complex deals in the market.

Corporate Finance is organised through global products and regional client coverage spanning different geographies and industry focused teams.

You will join Investment Banking Coverage as an Analyst level investment banker and have initiative and integrity, strong communication skills, commitment, and the ability to work as part of a team.

What we’ll offer you

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.

You can expect:

Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
Competitive salary and non-contributory pension
30 days’ holiday plus bank holidays, with the option to purchase additional days
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year

Your key responsibilities

Coordinating and assisting in origination and execution of M&A, Leverage Finance and Equity Capital Markets (ECM) transactions with clients who are Financial Institutions
Supporting wider FIG team in the coverage effort of key coverage accounts
Conducting FIG sector and company research, quantitative analysis, company valuation, credit analysis and financial modelling
In both origination and execution projects, taking responsibility to communicate with team members and senior investment bankers
Utilise your sector knowledge to guide production of materials presented to FIG clients and assisting Country and Product bankers on opportunities

Your skills and experience

Strong analytical approach combined with creative problem-solving abilities
High levels of initiative and ingenuity, high proactivity levels and drive
Effective organisational skills - the ability to manage multiple client projects simultaneously
Excellent communication and interpersonal skills. Able to communicate well, excellent negotiation skills and the ability to work effectively and collaboratively in teams
Able to drive and influence senior, cross-functional and cross-regional deal teams, interfacing with multiple business partners across business lines and regions
Able to creatively solve problems and to successfully navigate a large, matrix-based organisation

How we’ll support you

Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
A range of flexible benefits that you can tailor to suit your needs
We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)

About us

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.

Deutsche Bank in the UK is proud to have been named in The Times Top 50 Employers for Gender Equality 2024 for five consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

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Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

We're seeking a Credit Risk Associate who will be part of our growing Portfolio Management Group. You will conduct credit analysis and recommendation for financial institution credits across the spectrum of FIG portfolio:

Banks / Business Development Companies / Asset Managers / Insurance companies (Life & Health insurance and Property & Casualty companies)
Structured financial solutions
Asset based lending including Fund and NAV lending

You will prepare and evaluate credit proposals and make recommendations to management on credit approval. You’ll be also monitoring the client financial, industry and credit trends regularly.

Responsibilities:

Perform due diligence on new transactions as well as regularly scheduled evaluation of the existing loan portfolio.
Coordinate and communicate account information across various constituencies throughout the organization.
Responsible for knowledge of particular industries and all current events in assigned portfolio utilizing internal and external sources.
Oversee covenants compliance database and facility closing due diligence, including documentation.
Attend client meetings.
Participate in special projects as assigned.

Advanced Credit/Underwriting Solutions:

Work within a deal team environment (with Global Relationship Managers, Credit Administration, Sponsor Coverage, and Capital Markets) to support the development and analysis of financing structures/strategies.
Prescreen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs.
Support credit analysis for structured credit transactions (derivatives transactions, receivable securitizations).
Understand and maintain knowledge of industries represented in portfolio, including technical aspects and regulatory issues.
Conduct site visits and participate in client and bank meetings.

Policy and Deal Advocacy:

Support the communication with the credit approval division including final hold level strategies to ensure alignment of risk strategy and policy.
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level with regard to exposure on both a transaction and group level.
Ensure compliance with policy and regulatory requirements.

Skills and Experience:

Ideally you would have:

Bachelor’s degree in Finance, Accounting, Business or Economics (CFA or MBA is a plus).
3+ years experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm or rating agency.
Experience in Financial Institutions credit analysis and financial markets
Knowledge of credit and risk principles and legal and compliance regulations pertinent to lending.
Strong financial spreading/modeling and analytical skills.
Experience in analyzing corporate credit and financing transactions.
Completed a formal credit-training program at a money center bank (preferred)
Strong written, verbal and interpersonal skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Compensation and Benefits:

The typical base pay range for this role is between $135k - $155k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

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The role of an Associate in Citi’s UK Investment Banking team is to assist senior bankers with origination and execution efforts in the UK across Citi’s product set, with a particular focus on M&A.

The UK Investment Banking Team:

Responsible for providing UK advisory expertise to Citi’s UK and global clients
Originates and executes strategic transactions across all sectors, advising a broad range of corporate and financial sponsor clients
Advises upon the full spectrum of corporate finance transactions, including buy-side and sell-side M&A, capital raisings, takeover defence and other strategic advice

Role Responsibilities:

Evaluate public filings, research reports and company business plans to produce company valuation and combination models and financial analysis
Work collaboratively with product and sector teams, to execute upon Citi’s M&A and capital raising mandates in the UK
Assist in the preparation of bespoke client presentations
Develop an in-depth understanding of the key dynamics and regulatory frameworks in the UK market

Qualifications:

Proficiency in financial modelling and valuation
Strong quantitative and qualitative analytical skills
Clear and concise written and verbal communication skills
Strong team player
Bachelor's degree/University degree or equivalent experience

“Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Investment Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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Job Description

Purpose of the role

To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. 

Accountabilities

Development and maintenance of strong relationships with corporate, financial and institutional clients to understand their financing needs and objectives.  .
Development and maintenance of complex financial models to assess the value of assets, companies, or securities and identify the most appropriate structuring of capital raising initiatives, including equity financing via an initial public offerings, investment grade debt underwriting, leveraged financing solutions for non-investment grade clients, or derivative hedging solutions.  .
Collaboration with Coverage, M&A, Syndicate, Global Markets, and cross functional teams to ensure successful origination, company due diligence, and execution of various capital market transactions.  .
Identification, assessment, and management of risks associated with capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements.  .
Research, financial data analysis and continued development of market insights and investment recommendations.  .

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join Barclays as an Investment Banking Associate, where you will support our dynamic Leveraged Finance team. In this role, you will play a critical part in supporting the execution of complex financing transactions, including leveraged buyouts, recapitalizations, and refinancing. You will collaborate closely with senior bankers, clients, and other stakeholders to analyze financial data, structure deals, and prepare detailed presentations.

To be successful as an Investment Banking Associate, you should have experience with:

Loan structuring, including covenant analysis, term sheet negotiation, and credit documentation
Underwriting leveraged transactions and assessing risk-adjusted returns
Preparation of various pitch materials for corporate clients and financial sponsors (M&A, LBO, refinancings, and recapitalizations)
Managing multiple workstreams under tight deadlines while maintaining high attention to detail
Collaborating with cross-functional teams to deliver tailored financing solutions

Some other highly valued skills may include:

Excellent quantitative skills, including proficiency in Excel, financial modeling, and valuation techniques
Ample written and spoken communication skills for client interaction and internal presentations
Ability to synthesize complex financial information into clear, actionable insights
High level of professionalism, integrity, and discretion in handling sensitive information
Adaptability and resilience in a fast-paced, high-pressure environment

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is located in New York.

This role is regulated by FINRA.

Minimum Salary: $175,000

Maximum Salary: $225,000

The minimum and maximum salary/rate information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

","hiringOrganization":{"@type":"Organization","name":"Barclays","sameAs":"https://home.barclays/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"745 7th Avenue, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Investment Banking - Mid-Cap Investment Banking - Associate","datePosted":"2025-08-04","description":"

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Chicago.

Job Summary

As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

Job Responsibilities

Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting

Required qualifications, capabilities, and skills

Prior work experience in an investment banking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently

\n\n\n 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. Morgan and Chase brands. 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.\n \n\n

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

\n\n

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Senior Consultant to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Responsibilities: - Support investment banking team on the execution of M&A transactions. - Assist in preparation of confidential information memos, pitch materials, and presentations. - Develop and maintain complex financial models to perform various financial and valuation analyses. - Conduct comprehensive and in-depth company and industry research. - Play a key role in supporting origination, opportunity evaluation, and deal execution. - Occasional travel, 35%.\n

Knowledge, Skills and Abilities

Qualifications: - Bachelor’s degree required with a major in business, finance, accounting, or economics preferred. - 5 years' of previous experience in investment banking. - SIE Exam, Series 79, and Series 63 licenses required. - Quantitative and data-based skills, including experience in valuation and financial modeling. - Ability to learn quickly and ability to manage several projects at once. - Must reside in or around the Twin Cities and able to commute to the office. - Willing to maintain a hybrid schedule of at least 4 days in office. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com. #LI-AL2 #LI-Hybrid","hiringOrganization":{"@type":"Organization","name":"Wipfli","sameAs":"https://www.wipfli.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Minneapolis, MN, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Investment Banking, Healthcare, Associate","datePosted":"2025-07-02","description":"

Job Purpose:

BTIG seeks an investment banking professional to join the Healthcare Investment Banking team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.

Duties & Responsibilities:

Provide transaction support to senior bankers on a broad range of live deals and pitches, including for IPOs, Follow-Ons, PIPEs, Private Placements, and M&A transactions
Build detailed financial models and valuation analyses (DCF, public comps, etc.)
Prepare client presentations, offering memoranda, and other transaction materials
Conduct due diligence and industry research on companies, pipeline assets, and therapeutic areas
Monitor public market activity and key trends impacting the biopharma sector
Interact directly with clients and investors during due diligence, transaction marketing, and execution processes

Duties & Responsibilities:

Provide transaction support to senior bankers on a broad range of live deals and pitches, including for IPOs, Follow-Ons, PIPEs, Private Placements, and M&A transactions
Build detailed financial models and valuation analyses (DCF, LBO, public comps, transaction precedents, etc.)
Prepare company presentations, offering memoranda, and other transaction materials
Develop client and industry specific presentations to support new business generation and other initiatives
Conduct due diligence and research on companies and industry sectors
Monitor and analyze public market activity and key trends impacting the healthcare services, medical technology, and life sciences tools & diagnostics sectors
Act as a mentor and trainer for analysts, providing constructing feedback and professional development
Interact directly with clients and investors during due diligence, transaction marketing, and execution processes

Requirements & Qualifications:

Ideal candidate will have 3+ years of experience within a healthcare vertical (investment banking or equity research) at a bulge bracket or middle-market investment bank
BA or BS in a finance, economics, or healthcare-related field preferred
Experience working on successful equity capital markets transactions as well as M&A and strategic advisory assignments
Strong analytical, financial, and valuation modeling skills
Highly motivated with the ability to manage multiple projects with competing deadlines
Superior attention to detail and ability to thrive in a fast-paced business environment
Demonstrated commitment to mentoring and developing junior team members
Excellent verbal and written communication skills, with the ability to build both internal and client-facing relationships
Advanced proficiency in Excel and PowerPoint; experience with relevant banking-related databases / applications (Bloomberg, CapIQ, Pitchbook, etc.)
SIE, Series 63, and Series 79 licenses required

Important Notes:

Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation:

BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
The current estimated base salary range for this role is $170,000.00 - $210,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.

Disclaimer: https://www.btig.com/disclaimer.aspx.

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Job Description:

Job Title: Associate, Investment Banking

Corporate Title: Associate

Location: Madrid, Spain

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This position sits within Bank of America’s Global Investment Banking team, based in Madrid. The team is focused on Spanish and Portuguese clients and operates on a sector and product agnostic regional coverage role. The office has a longstanding track-record of successfully executed transactions both for publicly listed and privately held clients. As an Associate in the team, you will get outstanding deal exposure and will participate in the full cycle of transaction execution including idea generation across sectors and covering all traditional Investment Banking products (M&A, ECM, DCM, Lev Fin). On the job, you will gain significant exposure to clients, senior bankers and peers across sectors.

Responsibilities:

Financial analysis of companies in target, analysis will include maintaining and updating comparable company trading analysis and transaction analysis
Assume responsibility for monitoring targeted clients in terms of news and announcements
Support on transactions across the banks products. Such support may include maintaining financial models, coordinating due diligence, managing working group lists and timetables
Research on companies and industries and support on client initiatives including generating and developing new ideas to present
Formulate and develop client pitch-books and analysis in addition to supporting other bankers within the team
Build direct cross functional relationships with bankers in product and regional business units

What we are looking for:

Strong mathematical and analytical skills as well as proficient level of MS Excel and PowerPoint
Meticulous attention to detail, diligence and conscientiousness
Excellent interpersonal communication skills
Capable of working effectively both independently and with multiple teams/individuals
Fluency in English is essential and a second European language a plus
Educated to degree level (preferably in a numerical discipline such as economics or finance)

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

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Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Senior Consultant to join its team in the Twin Cities office!

WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.

\nResponsibilities:\n

Support investment banking team on the execution of M&A transactions.
Assist in preparation of confidential information memos, pitch materials, and presentations.
Develop and maintain complex financial models to perform various financial and valuation analyses.
Conduct comprehensive and in-depth company and industry research.
Play a key role in supporting origination, opportunity evaluation, and deal execution.
Occasional travel, 35%.

Knowledge, Skills and Abilities

\nQualifications:\n

Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
5 years' of previous experience in investment banking.
SIE Exam, Series 79, and Series 63 licenses required.
Quantitative and data-based skills, including experience in valuation and financial modeling.
Ability to learn quickly and ability to manage several projects at once.
Must reside in or around the Twin Cities and able to commute to the office.
Willing to maintain a hybrid schedule of at least 4 days in office.

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

#LI-AL2 #LI-Hybrid

Additional Details

Additional Details:

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $72,000 to $120,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

","hiringOrganization":{"@type":"Organization","name":"Wipfli","sameAs":"https://www.wipfli.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Minneapolis, MN, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":11,"item":{"@type":"JobPosting","title":"Investment Banking Associate - FFG","datePosted":"2025-08-11","description":"

About this role:

Wells Fargo, CIB Fund Finance Group is seeking an Investment Banking Program Associate to join its Charlotte or New York office.

The Fund Finance Group provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB).

The Investment Banking Program Associate on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of lean deal teams that include senior and junior team members within the assigned portfolio. The Program Associate role includes both (i) structuring, credit analysis, and execution of new subscription facilities and (ii) maintenance (including ongoing credit and legal work), collateral analysis, and monitoring of existing Fund Finance credit facilities.

In this role, you will:

Manage Day to day job responsibilities for new deals include:

Creating pitches/term sheets
Preparing borrowing base calculations in excel
Leading due diligence meetings
Writing detailed credit memos
Working closely with internal and external counsel to negotiate legal documentation; and
Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.

Manage Day to day job responsibilities for existing deals include:

Maintaining client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met
Negotiation, structuring, and execution of amendments and other facility modifications
Supporting team members in collateral analysis and compliance tracking
Monitoring financial performance and internal credit ratings of borrowers and limited partners
Periodic client due diligence
Annual reviews and contributing to portfolio analysis across the broader Fund Finance team portfolio.

Both aspects of the role include meaningful direct client interaction and interaction with Credit. The Fund Finance team also works closely with the Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.

Required Qualifications:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

2+ years of front office or credit experience at a major firm with a focus in finance
Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)
Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
Familiarity with private equity funds.
Formal credit training program
CFA.
Excel modeling and/or VBA experience.
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Credit underwriting experience
Experience in structured finance or investment banking is preferred
Experience in fixed income capital markets, fixed income private placement market, or loan market/corporate finance
Experience reading, negotiating, and/or interpreting legal documents
Leadership experience and/or experience training others in a relevant professional capacity
Able to review and interpret financial statements
Experience monitoring covenants and client reporting
High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
Direct client interaction experience, including some experience interacting with senior decision makers.
Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must.

Job Expectations:

Ability to travel up to 15% of the time.
Willingness to work 55-70+ hours per week, depending on workload.
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews

Additional Compensation Details:

Base pay range for NY and NC: $175,000-$200,000
May be considered for an annual discretionary bonus

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

22 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

The Global Healthcare Group is actively looking for an Investment Banking Associate that will support the team in our London office. As part of this role, the Associate will work across multiple sub-sectors, notably Healthcare IT, Healthcare Services, Pharma Services, Life Sciences & Diagnostics and MedTech, amongst others.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modelling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modelling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.

Responsibilities include but may not be limited to:

Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
Actively participate in client meetings and drafting sessions.
Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.

Qualifications:

Bachelor’s Degree required
Detail oriented with strong analytical abilities
Client first attitude with a drive to deliver exceptional results
Thorough quantitative and analytical skills to develop financial models and valuations analyses, with a strong understanding of accounting and finance
Excellent mathematical, writing, verbal and communication skills
Ability to work on multiple tasks simultaneously (projects, pitches and business development support)
Ability to collaborate with other team members, whilst also being able to work autonomously as required
Proficient in Microsoft Office (PowerPoint, Excel and Word)
Travel required: approximately 10% to 30%

#LI-BC1

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

Download William Blair's privacy policies for job applicants:

Contact us should you have any questions or concerns.

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Job Description:

Details of the Division and Team:

As one segment of the Corporate & Investment Bank, our Corporate Finance business provides the full range of products and services of a leading global investment bank. Our clients include large-cap and mid-cap corporates, financial institutions, governments, government agencies and financial sponsors.

We recognize that selecting the right investment banking partner can be the key to a company’s success. Our relationships are enhanced by industry sector, country, and regional expertise, closely aligned to high-quality client solutions: both buy side and sell side Mergers & Acquisitions and restructuring advisory - and capital raising services.

We are able to advise on innovative cross-border and regional transactions in the US, Europe and Asia Pacific.

What we will offer you:

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

Competitive Salary and non-contributory pension
20 days annual leave plus generous number of public holidays
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
The opportunity to support a wide ranging CSR program plus take volunteering leave days

Your key responsibilities:

Support origination and execution of Investment Banking mandates in Asia
Due diligence of clients and markets
Modelling and financial analysis
Deal documentation and internal approvals
Participation in marketing efforts, including preparation of client presentations and pitches
Handling day to day client queries on all execution related matters

Your skills and experience:

Strong track record in execution of Investment Banking deals in Asia
Ability to model and prepare financial analysis
Ability to lead key workstreams on transactions with some guidance from seniors
Strong understanding of client needs and market dynamics across Asia
Highly motivated and self-driven with ability to multitask
Strong communication skills and able to articulate to clients

How we’ll support you:

Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

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Job Title: Investment Banking Associate

\n\n\n\n\n

Corporate Title: Associate

\n\n\n\n\n

Division: Investment Banking Division

\n\n\n\n\n

Location: Sydney (Australia)

\n\n\n\n\n

Nomura Overview

Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm practices disciplined entrepreneurship while building on a long tradition of serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Investment Banking

Nomura's Investment Banking department is a leading global player offering a comprehensive range of advisory and capital-raising services to clients. With a focus on innovation and creativity, the team delivers tailored solutions to help clients achieve their strategic objectives. Nomura's Investment Banking team specializes in mergers and acquisitions, equity, and debt capital markets, and restructuring and financing, with a strong track record of success and exceptional service to clients across industries. Through its global network and expertise, Nomura's Investment Banking department is well-positioned to continue driving growth and delivering value to clients in the financial industry.

We are currently recruiting for an Associate to join the Financial Institutions team in Sydney. We are a leading coverage team covering clients across financial institutions in Australia and New Zealand, including banking, insurance, specialty finance, asset and wealth management. You will play a key strategic role in advising clients on M&A, financing and other significant corporate activities.

Responsibilities

Conducting market and industry research within the financial institutions sector in Nomura.
Organizing and preparing marketing materials, presentations and assisting in client relationship management;
Responsible for the development of valuation models, pro-forma financial statements and comparable company analysis
Assisting in due diligence, transaction management and liaising with internal and external stakeholders;

Requirements

Minimum of 2 years of Investment Banking or other boutique advisory experience;
Minimum of 2 years of track record in Australian M&A transactions;
Advanced financial modelling and financial analytical skills;
Strong written and verbal communication skills;
Good Presentation skills;
The ability to excel under pressure amid demanding deadlines;
A strong sense of personal integrity and teamwork;
A high level of energy and a keen desire to learn new concepts;

Regional Disclaimers / Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer

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Job Purpose:

BTIG seeks an investment banking professional to join the TMT team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate is a first or second year associate who demonstrates the potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.

Duties & Responsibilities:

Provide transaction support to senior TMT bankers on a broad range of transactions including IPOs, secondary offerings, private placements, and mergers & acquisitions
Financial analysis and modeling
Manage several concurrent projects and work effectively as part of a team or individually
Prepare client presentations
Perform due diligence
Assist in preparation of company marketing and transactions materials
Interact with clients during presentations and deal executions

Requirements & Qualifications:

Undergraduate degree in finance or economics with a minimum GPA of 3.5
Ideal candidate will have 3+ years of experience at a top-tier investment bank, financial advisory or accounting firm
Well-developed analytical and financial modeling expertise
Demonstrated interpersonal skills allowing one to build relationships across a variety of groups
Excellent verbal and written communication skills
Ability to effectively manage multiple simultaneous project deadlines
Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.)
Ability to work well in teams
Solid work ethic and superior attention to detail
SIE required, series 63 & 79 licensing required

Important Notes:

Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

Compensation:

BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
The current estimated base salary range for this role is $170,000 - $210,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.

Disclaimer: https://www.btig.com/disclaimer.aspx

","hiringOrganization":{"@type":"Organization","name":"BTIG","sameAs":"https://btig.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Investment Banking Associate - Technology Services","datePosted":"2025-07-16","description":"

The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Assist in the execution of Citi’s Investment Banking business activities
Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
Contribute to building Citi’s franchise
Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate

Qualifications:

5-8 years of relevant experience
Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
Experience in evaluating corporate transactions and structures
Experience creating financial analyses
Demonstrated problem solving and organizational skills
Consistently demonstrates clear and concise written and verbal communication skills
Experience assisting with client development
Ability to work with teams and track business development (collect research, analyze industry trends)
Series 79 and 63 licenses

Education:

Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Investment Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

New York New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$175,000.00 - $225,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Anticipated Posting Close Date:

Jul 23, 2025

------------------------------------------------------

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

","hiringOrganization":{"@type":"Organization","name":"Citi","sameAs":"https://www.citigroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"388 GREENWICH STREET - TOWER, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Associate, Investment Banking- Financial Sponsors","datePosted":"2025-08-08","description":"

Application Deadline:

08/12/2025

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

Participates in deal teams to develop, present, and win mandates for new opportunities.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Initiates contact with partners for new client sales.
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
Identifies opportunities to diversify client portfolios.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Creates financial models to analyze client portfolios and anticipate client needs.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models / analyses as dictated by business needs and industry requirements.
Analyzes/ assesses industry compilations.
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
MBA degree preferred.
3+ years of investment banking or valuation experience at a financial analyst level.
Knowledge of capital markets, investment banking products and applicable regulations.
Credit analysis experience/ understanding.
Good knowledge of the organizational portfolio management policies and objectives.
Demonstrates solid deal/transaction execution and/or project management skills.
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
Expertise in financial computer applications and database management tools.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Base Salary

$135,000.00 CAD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

About Us

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

","hiringOrganization":{"@type":"Organization","name":"BMO","sameAs":"https://www.bmo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"FCP, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Associate- Capital Market- Investment Banking","datePosted":"2025-08-06","description":"

We are looking for an Associate- Investment Banking / Capital Markets Support Professional to join our newly established Support Center in Mumbai. The successful candidate will play a key role in providing reporting, analytics, and internal process support to coverage and product teams across Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions and Lending globally.

Support Professionals will receive on site training covering financial analysis, business presentations, and practical skills. At the end of training, Support Professionals will be able to understand financial concepts and have a strong understanding of the Morgan Stanley culture. In this role, Support Professionals will gain exposure to financial markets and macro trends, build knowledge of banking and capital markets sectors and products, and work with bankers in core locations. High performers will be eligible for internal mobility opportunities globally.

Department Profile:

Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

What you’ll do in the role:

Work closely with team members across the Investment Banking Division globally to provide a differentiated level of support to our everyday operations and strategy, including internal management and client coverage related tasks
Maintain and update databases leveraged by senior management and deal teams
Gather and synthesize financial and operating information about companies, industries and governments to analyze performance and drive strategic client dialogue
Generate presentations and memoranda for a wider senior audience within the Firm
Create and disseminate standardized exhibits and financial reporting
Provide assistance in financial analysis and modeling and creation of pitchbooks
Other administrative tasks to support overall deal flow and analyses
Analyze and interpret business requirements to identify automation opportunities and process improvement areas.

What you’ll bring to the role:

1 – 3 years of relevant work experience
Strong analytical and numerical skills and are at ease with financial data
Good communication and interpersonal skills to collaborate effectively with global teams
Agility and ability to multi-task and thrive in a fast-paced environment
Team player with a strong work ethic and motivation to learn.
Flexible to work in shifts
Ability to manage expectations and handle high-pressure situations
Intermediate skill level in Microsoft Excel and PowerPoint.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

","hiringOrganization":{"@type":"Organization","name":"Morgan Stanley","sameAs":"https://www.morganstanley.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"COMMERZ III, OBEROI GARDEN CITY, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Investment Banking Associate, Defense & Government","datePosted":"2025-08-04","description":"

Investment Banking Associate, Defense & Government (Tysons Corner, VA)

Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004.

We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021 advised 60 transactions totaling over $28 billion in transaction value.

As an Investment Banking Associate, you will:

Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors.
Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation.

Hone your skills by working closely with senior bankers and client senior management on a variety of transactions.

What makes this opportunity great:

Work closely with client management and C-Suite executive team through M&A process.
Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers.
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

Baird values superior intellect, demonstrated leadership ability, attention to detail, effective team play and a commitment to excellence.
Candidates must display proven analytical skills and an ability to learn in a collaborative environment.
Candidates must have a proven academic record and a passion for Finance.

SIE, Series 63 & 79 licensing preferred or the ability to quickly obtain.

Additional Details:

Compensation Information:

Min: $200,000 - $200,000 Max Annual Salary

Bonus Eligible

*Compensation and bonus are commensurate with experience, performance and/or GIB’s profitability

The Baird Difference:

In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including:

Protected Friday night and Saturdays
Periodic Sabbaticals during career
Shareholder opportunities
Mandatory paid time off (PTO)

Robust 401k match and profit-sharing contribution

Learn more about Baird’s unique additional benefits here

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

","hiringOrganization":{"@type":"Organization","name":"Baird","sameAs":"https://www.rwbaird.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Investment Banking - Tysons Corner, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":20,"item":{"@type":"JobPosting","title":"Global Banking - Investment Banking Associate","datePosted":"2025-08-11","description":"

City

Hong Kong SAR

Job Type

Full Time

Country / State

Hong Kong SAR

Function Category

Investment Banking

Contact Details

UBS Business Solutions SA
UBS Recruiting

Your team

You’ll be working in the Global Banking business under the Asia Execution Group in Hong Kong. You’ll work on a wide range of public and private transactions across the various sectors and products that we cover, with the opportunity to gain a broader understanding of the investment banking business as a whole. You’ll play an important role in advising clients on a range of market and strategic matters, including helping them craft their marketing stories, understanding their obligations as listed companies, enhancing value for and growing their shareholder bases, raising capital, amongst others.  
 
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• ideally you have 3-5 years working experience in the finance or a related industry, with capital markets or mergers & acquisitions transaction execution experience
• bachelor’s degree or equivalent in finance, accounting, business administration, economics, law, or a related field 
• solid financial analysis skills, with the ability to produce accurate presentation material quickly  
• adaptable, able to seamlessly transition between multiple topic areas 
• driven and creative with exemplary integrity  
• fluent in the English and an additional Asian language to support local client base is preferred

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://www.ubs.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Hong Kong SAR, Hong Kong SAR","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Investment Banking Senior Associate, Healthcare","datePosted":"2025-08-11","description":"

The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Investment Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Assist in the execution of Citi’s Investment Banking business activities
Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
Contribute to building Citi’s franchise
Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate

Qualifications:

Experience in the finance and healthcare sectors with relevant experience in advising healthcare clients
Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
Experience in evaluating corporate transactions and structures
Experience creating financial analyses
Demonstrated problem solving and organizational skills
Consistently demonstrates clear and concise written and verbal communication skills
Experience assisting with client development
Ability to work with teams and track business development (collect research, analyze industry trends)
Series 79 and 63 licenses

Education:

Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Investment Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

","hiringOrganization":{"@type":"Organization","name":"Citi","sameAs":"https://www.citigroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"33 CANADA SQUARE CANARY WHARF LONDON, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Investment Banking Associate - Fund Solutions","datePosted":"2025-08-12","description":"

About this role:

The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company.

As part of the broader Fund Finance team, the Fund Solutions team focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Feeders), Advisory Services and Capital Raising Solutions. The Fund Solutions product set spans across a wide array of financing and capital raising solutions which may be suitable for the bank’s balance sheet and/or distribution to the growing non-bank lender universe (e.g., Insurance Companies and Private Credit Investors).

Fund Solutions is looking for a motivated experienced Associate, to help support the origination, structuring and execution of Fund Solutions products. Given the breadth of the Fund Solutions product set, the team is searching for a dynamic candidate with the ability to think independently and help build a fast-growing team within Fund Finance. This role’s responsibilities will encompass the Fund Solutions full body of work, including: pitching clients and business development, content creation, structuring NAV loans, structured product execution, credit underwriting, rating agency work, portfolio management, transaction distribution/syndication, and internal policy development and refinement.

In this role, you will:

Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets
Conduct thorough due diligence including reviewing financial statements, fund documents and legal agreements
Write detailed credit and approval committee memos
Work closely with internal and external counsel to negotiate legal documentation
Assist with transaction distribution/syndication to non-bank lenders, including developing syndication strategy and partnering with lenders to understand transaction details
Negotiate, structure, and execute amendments and other facility modifications
Monitor financial performance and internal credit ratings of borrowers and limited partners
Complete Annual reviews
Create pitches/term sheets across the Fund Solutions product set
Assist with structured product structuring and distribution
Partner on advisory engagements
Work closely with rating agencies to obtain debt ratings
Partner with analysts and internal partners to manage internal compliance, booking, and funding processes
Assist with the refinement of Fund Solutions internal processes and procedures.

Required Qualifications:

2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience with originating and monitoring subscription facilities, NAV facilities, asset backed finance facilities, leveraged cash flow lending facilities, securitizations, or other structured products is strongly preferred
Knowledgeable of private capital, fund finance, and structured finance industries including structure (e.g. waterfall, amortization profile, etc.), investment strategies, cash flows, performance metrics, and various product use cases.
Strong analytical skills with high attention to detail and accuracy
Experience creating pitchbooks in Microsoft PowerPoint.
Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must.
Ability to work effectively, as well as independently, in a team environment.
Excellent verbal, written, and interpersonal communication skills
Experience reading, negotiating, and/or interpreting legal documents.
Strong initiative and works proactively to anticipate questions/issues.
Direct client interaction experience, including some experience interacting with senior decision makers.

Job Expectations:

Ability to travel up to 10% of the time
Ability to work 50+ hours per week, depending on workload
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Posting Locations:

550 S Tryon St., Charlotte, NC
500 W 33rd St., New York, NY

Base pay range for this position in New York City is $175,000-$225,000 USD

May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range

$120,400.00 - $287,600.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

18 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"110832-NY-30 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Leveraged Finance Associate, Investment Banking","datePosted":"2025-08-15","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As an Associate in the Global Leveraged Finance business, you will play a pivotal role within CIBC’s New York-based Investment Banking team. The environment is dynamic and fast-paced, requiring you to effectively process information while executing transactions for corporate and financial sponsor clients in a constantly changing market environment. The successful candidate will need to demonstrate creativity, energy, and an entrepreneurial spirit to meet the evolving demands of the marketplace.

As a Leveraged Finance Associate, you will gain valuable experience in US leveraged finance underwriting and advisory business. Your responsibilities will include:

Assisting in the execution of event-driven transactions, including leveraged buyouts, M&A financings, and dividend recapitalizations.
Drafting and presenting client presentations, pitch decks, and underwriting opinions.
Performing detailed financial analysis, including comparable company analysis and trend analysis in capital markets.
Collaborating with senior professionals to provide analytical, structuring, research, and transaction due diligence support.
Participating in client meetings and maintaining relationships with both internal teams and clients.
Monitoring market trends and regulatory requirements to identify strategic opportunities.
Supporting the preparation of necessary documentation for internal deal approval.

How You’ll Succeed

Degree educated (preferably in finance, economics, or a related field).
Strong knowledge of financial markets, credit analysis, and accounting principles.
Proficient in Microsoft Excel and PowerPoint, with the ability to create compelling presentations.
Excellent verbal and written communication skills, with the ability to convey complex concepts clearly.
Demonstrated ability to manage multiple projects simultaneously and take initiative.
Committed to client satisfaction, with a proven ability to build relationships both internally and with clients.
Willing to work extended hours in a high-pressure/high-reward environment.

Who You Are

You are passionate about financial markets and eager to contribute significantly to our firm.
You embrace and champion change, continuously evolving your thinking and work methods to deliver your best.
Your influence makes an impact; you understand that relationships and networks are essential to success.
You are digitally savvy, seeking out innovative solutions and adapting to new tools and trends.
You value collaboration and understand the power of an inclusive team that works together to create a shared vision.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000-$225,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We 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.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

NY-300 Madison Ave., 8th Floor

Employment Type

Regular

Weekly Hours

Skills

Advisory Services, Analytical Thinking, Capital Markets, Customer Experience (CX), Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"NY-300 Madison Ave., 8th Floor, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Global Investment Banking - FIG Associate","datePosted":"2025-08-13","description":"

Job Description:

As a seasoned Investment Banking professional, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. This role is based in the Financial Institutions Group (FIG) banking team based in Hong Kong.

Job responsibilities:

Working with senior bankers in originating, structuring and executing financing and advisory transactions across various products including M&As, IPOs, bonds, loans and structured products
Building and using complex financial models, competing valuation and analytical exercises for pitches and live projects
Executing transaction: supporting due diligence, document preparation, negotiation etc. and liaising with relevant counterparties at the client / other advisers (lawyers, accountants, legal etc.)
Interacting with senior team members and client management teams to execute transactions and identifying and managing all risks in a given deal
Drafting presentation materials, management presentations, board materials, memorandums and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
Keeping abreast of key market developments, establishing knowledge base in FIG sector, and developing content for maximum client impact
Guiding, reviewing and coordinating the analytic work of junior bankers to move marketing / execution process forward
Providing leadership and mentorship in guiding and training junior bankers and research analysts

Required qualifications, capabilities, and skills:

Bachelor’s degree or equivalent in Finance/Economics or a related field from a top tier educational institution
Minimum 3 years of relevant investment banking experience
Strong accounting, finance, quantitative and business writing skills
Ability to manage multiple projects with excellent analytical and decision-making capabilities
Understands transaction cycle and the steps in the process and is execution oriented
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
Self-directed, highly motivated, and able to work independently in a fast-paced, team-based environment
Proven proficiency in Microsoft Office products, especially Microsoft Excel and PowerPoint
Proficiency in Mandarin

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Central and Western, Hong Kong Island, Hong Kong","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Investment Banking Associate, Real Estate","datePosted":"2025-08-12","description":"

Overview:

We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job Summary:

Chatham's Investment Banking team is seeking an Associate to join their real estate coverage team. The Associate will play a key role in the execution of capital raising (debt and equity) and strategic advisory services for public and private real estate clients, including REITs, developers, and private equity sponsors. Responsibilities include financial modeling, transaction execution, client presentations, and industry research.

What You’ll Do:

Develop and manage dynamic financial models and scenario analysis using Excel and ARGUS
Analyze and structure real estate debt transactions across various asset types and capital stacks
Conduct primary due diligence and industry research on potential transactions
Review documents (loan documentation, leases, appraisals, etc.)
Lead the preparation of client presentations, pitch materials, and transaction memos

The ideal Associate will be intellectually curious, hardworking, and a quick learner who is process-oriented with strong attention to detail. The ideal candidate enjoys a collaborative environment, has excellent communication skills, and is interested in diverse and challenging work.

Contributors to Your Success:

3-5 years of experience in investment banking, private equity, or a related financial field
Strong knowledge of real estate finance, REITs, and capital markets
Excellent financial modeling and analytical skills
Experience working with credit documents, leading the due diligence process, credit analysis, capital structure review and assessing financing alternatives
Self-starter and team player with strong organizational and problem-solving skills
Effective communicator with strong writing and presentation abilities
Bachelor’s degree in finance, economics, or a related field
FINRA Series 79 and 63 licenses preferred (or willingness to obtain)

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 750 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1.5 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com.

For New York based candidates, the compensation range for the position is expected to be between $115,000 - $150,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than range listed, depending on applicant’s skills, qualifications, and experience. Benefits include health insurance, life and disability insurance, 401k, EAP, paid holidays and paid time off.

Chatham Financial is an equal opportunity employer.

Securities activities by Chatham Financial Securities LLC member FINRA and SIPC.

#LI-onsite

#LI-BC

","hiringOrganization":{"@type":"Organization","name":"Chatham Financial","sameAs":"https://www.chathamfinancial.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York City, New York, USA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Senior - Investment Banking","datePosted":"2025-08-07","description":"

About KPMG in India

KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada.

KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment.

CF - Large deal \n
\n\n\n\n\n
Equal employment opportunity information

KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you.
\n\n\n\nMBA/CA","hiringOrganization":{"@type":"Organization","name":"KPMG India","sameAs":"https://kpmg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, Maharashtra, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Senior - Investment Banking","datePosted":"2025-08-06","description":"

About KPMG in India

CF/ Investment banking \n
\n\n\n\n\n
Equal employment opportunity information

KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you.
\n\n\n\nMBA/CA","hiringOrganization":{"@type":"Organization","name":"KPMG India","sameAs":"https://kpmg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, Maharashtra, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Director, Investment Banking","datePosted":"2025-08-15","description":"

At Northland, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace:

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

The primary focus of the Director is to provide (i) capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities and (ii) M&A advisory services including buy-side, sell-side and Fairness Opinion services. The Director will work with Managing Directors in both the investment banking and capital markets teams to identify areas of focus and origination.

About This Role:

ESSENTIAL JOB FUNCTIONS AND DUTIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Originate and drive activities and strategies for public market financing engagements.
Originate and oversee the execution of M&A transactions including buy-side, sell-side and Fairness Opinion transactions.
Adheres to and enforces compliance with firm and regulatory requirements.
Lead preparation of documentation and marketing materials.
Market and negotiate the transaction.
Lead deal teams teams in execution of M&A and financing transactions, including public offerings, private placements and PIPE transactions.
Work with investment bankers to ensure proper coverage of existing firm relationships and new client origination.
Provide support with new business development efforts, including:
- Identification and prioritization of potential clients
- Development and delivery of pitches to prospective clients
- Participation in marketing at appropriate industry events

Take initiative in developing junior team members through formal project work and informal coaching and mentoring.
Client-facing interaction is an integral part of this role and travel will be based on the individual client’s needs.

Additional Duties

Employee is responsible for additional job duties as maybe assigned by the Head of Investment Banking and the Company.

The Ideal Candidate for This Role:

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Relevant industry experience in Northland’s industry sectors
Significant experience in the execution of financing transactions including IPOs, follow-on offerings, convertible debt and debt transactions.
Significant experience in structuring, negotiating and closing M&A transactions.
The ability to manage multiple projects, provide complicated financial analysis, and develop appropriate corporate finance solutions with a proven track record working on executed deals.

Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint and Outlook
Strong quantitative and analytical skills
Strong communication, interpersonal and organizational skills.
Develops and maintains client and investor relationships.
Demonstrate strong work ethic and commitment to team atmosphere.
Ability to multitask and manage time effectively.
Strong attention to detail

MINIMUM EDUCATION AND EXPERIENCE

BA/BA degree required
FINRA SIE, 7, 63 and Series 79 License (or equivalent registrations)
MBA highly desirable
Minimum of six years in Investment Banking or ECM related positions such as Institutional Equity Research or Capital Markets experience

PHYSICAL DEMANDS

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Environment: Normal office setting/work from home avail

Mobility: Requires sufficient mobility to work in an office setting and operate office equipment

Vision: Requires sufficient vision to read small print, computer screens and other printed documents

Ability: Able to lift up to 20 lbs.

While performing all duties of this job position, the employee must be able to work at least 8 hours per day and must be able to communicate with employees and the public. He or she is regularly required to sit, stand, bend from the waist, write, operate the computer and all office equipment, use the phone, speak intelligently, and hear.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation and Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.

To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250666

Registration Requirement:

This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Equal Opportunity & Belonging:

We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

","hiringOrganization":{"@type":"Organization","name":"FNBO","sameAs":"https://www.fnbo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ridgewood, NJ - Northland Securities Office, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":29,"item":{"@type":"JobPosting","title":"Global Investment Banking - TMT Coverage - Associate","datePosted":"2025-07-21","description":"

Posting Description:

As an Investment Banking Associate you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, equity capital and debt capital raises, divestitures, restructurings, loans, etc.

Job Responsibilities:

Working with senior bankers in originating, structuring and executing financing and advisory transactions across various products including M&As, IPOs, bonds, loans and structured products.
Developing content in marketing/execution materials for maximum client impact.
Possessing strong Modeling skill.
Creating financial models and detailed valuation analysis for pitches / projects.
Interacting with senior team members and client management teams to execute transactions and identifying and managing all risks in a given deal.
Guiding, reviewing and coordinating the analytic work of junior bankers to move marketing / execution process forward.
Liaising with internal and external parties on transactions (e.g. lawyers, accountants, counterparties).
Providing leadership and mentorship in guiding and training junior bankers and research analysts.
Leading client negotiations, Q&A process, due diligence and management interviews.

Required Qualifications, Capabilities, and Skills:

Bachelor’s degree or equivalent in Finance/Economics or a related field from a top tier educational institution.
Minimum 3 years of work experience in investment banking.
Strong accounting, finance, quantitative and business writing skills.
Ability to manage multiple projects with excellent analytical and decision-making capabilities.
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
Self-directed, highly motivated, and able to work independently in a fast-paced, team-based environment.
Proven proficiency in Microsoft Office products, especially Microsoft Excel and PowerPoint.

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Central and Western, Hong Kong Island, Hong Kong","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Investment Banking Program Associate - Consumer & Retail","datePosted":"2025-07-15","description":"

About this role:

Wells Fargo is seeking an Investment Banking Program Associate to join our Consumer & Retail Investment Banking team within Wells Fargo's Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that includes:

Developing and maintaining models to depict projected financial results and to value companies
Supporting various financial analyses, including valuations and merger consequences
Performing comprehensive and in-depth company and industry research
Preparing presentations and other materials for clients
Conducting research, participating in strategic planning and assisting in the execution of advisory services
Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
Developing and mentoring junior talent
Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
Interacting with internal and external customers

Required Qualifications:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

An MBA or equivalent, with coursework in financial accounting and corporate finance
2+ years of professional experience in investment banking or related industries
Ability to work effectively, as well as independently, in a team environment.
Ability to work in a fast-paced deadline driven environment.
Strong financial modeling skills.
Strong organizational, multi-tasking, and prioritizing skills.
Excellent verbal, written, and interpersonal communication skills.
Strong analytical skills with high attention to detail and accuracy.
Professional experience through internships, part-time or full-time work, and/or extracurricular activities.
Dedication to building a career in Investment Banking.
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results.

Job Expectations:

FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Ability to travel up to 10% of the time

Additional Compensation Details:

Base Salary - $175,000 - $225,000 USD

Posting Location:

500 W 33rd St, New York, NY 10001
550 S Tryon St, Charlotte, NC 28202

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Pay Range

$120,400.00 - $287,600.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

20 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Job Summary

Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team. These include syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Partners closely with leadership to attract, retain, and acquire new or expanded client relationships. Responsible for driving pitch origination and managing deal execution with leadership team. Assists in day-to-day industry team and broader Corporate - Investment Banking operations and special projects, as needed. Supports the management and mentoring of junior team members, as needed.

Job Duties and Responsibilities

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Working with senior bank leaders, helps develop and support the execution of effective strategies to originate and execute a wide variety of lending, public/private capital, and advisory mandates in the designated industry sector(s). This includes the preparation of detailed financial models, pitches, offering memoranda and other presentations.
Performs financial statement modeling, indicative transaction structuring, pricing guidance and data analytics to support new business development strategies. Prepares talking points and explanations for utilization during calling efforts.
Supports the efforts of cross-functional deal teams including underwriters, analysts, and associates, responsible for providing financial and statistical data to determine and support customer credit worthiness and/or transaction viability.
Helps ensure all transactions and processes are in compliance with regulatory and company guidelines, policies and procedures.
Maintains a high standard of integrity, ethics and compliance. Identifies opportunities and takes action to enhance compliance within own organization. Promotes reputation and social responsibility; seeks and maintains external relationships and alliances, strengthening the company's impact on and reputation in the community and the industry. Represents Synovus in a positive and professional manner.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as required.

Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.

\nQualifications\n\n

Minimum Education:

Bachelor's degree in Business, Finance, Accounting, Economics or related field; or an equivalent combination of education and experience.

Minimum Experience:

2+ years of experience

Certifications:

Required Knowledge, Skills, & Abilities:

Series 63 and Series 79 Securities licenses required within a pre-determined timeframe, if not already held
Advanced proficiency with Microsoft Word, Excel, and PowerPoint, including Excel modeling models
Strong oral and written communication skills
Strong customer service skills
Advanced ability to understand the core competencies of a business and recognize deviation from those principals
Strong organizational skills
Ability to gather information and provide appropriate solutions
Ability to communicate effectively with potential, new, and established client groups
Ability to work in a group environment with a number of different individuals, both senior and junior
Ability to maintain confidentiality of secured information
Ability to work in a competitive and demanding market
Ability to work in a goal-oriented team environment

","hiringOrganization":{"@type":"Organization","name":"Synovus","sameAs":"https://www.synovus.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Nashville, TN, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":32,"item":{"@type":"JobPosting","title":"Commercial Investment Banking - Markets - Audit Associate","datePosted":"2025-08-04","description":"

Join our dynamic and growing team in Internal Audit and get an opportunity to work with multiple line of business.

Job Summary

As a Commercial and Investment Banking Markets Audit Associate in our Internal Audit group, you will be part of audit engagement to perform, execute and document audit testing, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. The role provides the opportunity to develop a detailed understanding of Commercial and Investment Banking Markets business, specifically Credit Trading, Securitized Product Group (SPG), and Public Finance businesses, including electronic trading.

Job Responsibilities

Participate in all aspects of audit activities including risk assessments, audit planning, audit testing, control evaluation, issue drafting, and follow up and verification of issue closure, in close partnership with and support of senior auditors and/or audit managers, and ensuring audit assignments are completed timely and within budget.
Work closely with global Markets audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders.
Meet deliverables and adhering to department standards.
Stay up-to-date with evolving industry changes and market events impacting Markets business.
Develop recommendations to strengthen internal controls and improve operational efficiency
Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends.
Stay up-to-date with evolving industry/regulatory developments impacting the business.
Demonstrate and maintain technical competency.

Required qualifications, capabilities and skills

Minimum 5 years of internal or external auditing experience, or relevant business experience.
Minimum Bachelor's degree (or relevant financial services experience)
Ability to operate as an effective auditor, you will have a solid understanding of internal control concepts and the ability to evaluate and determine the adequacy of controls for a given set of risks
Experience with internal audit methodology and applying concepts in audit delivery and execution
Excellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management
Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners, while also influencing the actions of the business to improve its control environment.
Strong analytical skills, particularly in regard to assessing the probability and impact of an internal control weakness
Proven ability to multi-task and prioritize effectively and drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Preferred qualifications, capabilities and skills

Chartered Accountant or equivalent, Certified Internal Auditor, and/or Advanced Degree in Finance or Accounting
Relevant working experience in Markets business.

\n\n

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. Morgan and Chase brands. 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, Maharashtra, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Senior Associate, BDO Capital - Investment Banking","datePosted":"2025-07-02","description":"

Job Summary:

The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.

Job Duties:

Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Develops client relationships through deal execution and pitching, as appropriate
Analyzes companies and industries and works directly with client management teams
Prepares pitch books, sells memoranda and management presentations
Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)

Supervisory Responsibilities:

Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
MBA, preferred

Experience:

Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,
Experience in middle market M&A sell side investment banking, preferred

License/Certifications:

FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required

Software:

Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred

Language:

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to successfully interact with professionals at all levels

\n\nIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.\n\n\n \n\n\nNational Range: $130,000 - $150,000\n\n\nMaryland Range: $130,000 - $150,000\n\n\nNYC/Long Island/Westchester Range: $130,000 - $150,000\n\n

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

\n\n

\nClick here to find out more!","hiringOrganization":{"@type":"Organization","name":"BDO USA","sameAs":"https://www.bdo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, NY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Investment Banking Associate - Infrastructure - NEW YORK","datePosted":"2025-08-07","description":"

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Assist in the execution of Citi’s Investment Banking business activities
Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
Contribute to building Citi’s franchise
Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
Appropriately 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.

Qualifications:

5-8 years of relevant experience
Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
Experience in evaluating corporate transactions and structures
Experience creating financial analyses
Demonstrated problem solving and organizational skills
Consistently demonstrates clear and concise written and verbal communication skills
Experience assisting with client development
Ability to work with teams and track business development (collect research, analyze industry trends)
Series 79 and 63 licenses

Education:

Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Investment Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

New York New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$175,000.00 - $225,000.00

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Anticipated Posting Close Date:

Sep 09, 2025

------------------------------------------------------

","hiringOrganization":{"@type":"Organization","name":"Citi","sameAs":"https://www.citigroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"388 GREENWICH STREET - TRADING, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":35,"item":{"@type":"JobPosting","title":"Corporate and Investment Banking COO Associate","datePosted":"2025-08-07","description":"

About this role:

Wells Fargo is seeking candidates to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM. This is a hybrid role with some in office expectation.

In this role, you will:

Play a vital part in the day to day business management of the Technology Media & Telecom and Healthcare Investment Banking Industry coverage teams. Core functions relate to strategy and analysis, including: client prioritization, reviewing sales and performance metrics, and working on projects spanning Finance, Analytics, Marketing, Communications, Compliance, etc…. The Associate role, will collaborate with the Vertical/Product COO, front line bankers, and Group Executive. Key responsibilities include:

Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
Assisting in running vertical or product wide planning sessions and reoccurring pipeline meetings including preparation of presentations materials
Analyzing performance by Sector and Banker via data analysis from internal CRM salesforce.com and 3rd party data providers like Dealogic for fee competitor benchmarking
Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast paced environment of corporate and investment banking.
Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

Required Qualifications:

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience working within Investment Banking

Financial analysis experience including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance
Experience with customer relationship management systems (CRMs) such as Salesforce.com
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)

Job Expectations:

Ability to work outside of normal business hours as needed
Ability to travel up to 5%

Posting Location:

New York, NY: 30 Hudson Yards

Pay Range:

New York, NY: $100,800 - $179,200 Annual

Pay Range

$104,000.00 - $168,000.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

8 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"110832-NY-30 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Investment Banking Program Associate - Consumer & Retail","datePosted":"2025-08-06","description":"

About this role:

In this role, you will:

Help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that includes:

Developing and maintaining models to depict projected financial results and to value companies
Supporting various financial analyses, including valuations and merger consequences
Performing comprehensive and in-depth company and industry research
Preparing presentations and other materials for clients
Conducting research, participating in strategic planning and assisting in the execution of advisory services
Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
Developing and mentoring junior talent
Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
Interacting with internal and external customers

Required Qualifications:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

An MBA or equivalent, with coursework in financial accounting and corporate finance
2+ years of professional experience in investment banking or related industries
Ability to work effectively, as well as independently, in a team environment.
Ability to work in a fast-paced deadline driven environment.
Strong financial modeling skills.
Strong organizational, multi-tasking, and prioritizing skills.
Excellent verbal, written, and interpersonal communication skills.
Strong analytical skills with high attention to detail and accuracy.
Professional experience through internships, part-time or full-time work, and/or extracurricular activities.
Dedication to building a career in Investment Banking.
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results.

Job Expectations:

FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Ability to travel up to 10% of the time

Additional Compensation Details:

Base Salary - $175,000 - $225,000 USD

Posting Location:

500 W 33rd St, New York, NY 10001
550 S Tryon St, Charlotte, NC 28202

Pay Range

$120,400.00 - $287,600.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

10 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"144039-NC-550 S Tryon, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Investment Banking Program Associate - Corporate Finance","datePosted":"2025-08-06","description":"

About this role:

Wells Fargo is seeking an Investment Banking Program Associate to join the Corporate Finance Advisory Group within Wells Fargo's Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.

The Corporate Finance Advisory Group (CF) partners with product and industry groups across investment banking to provide clients with:

Product-agnostic advice on capital structure strategy and shareholder value creation
Creative structuring approaches to complex transactions
Differentiated quantitative analytics
Technical expertise in credit ratings, tax, accounting and sustainability-linked topics

In this role, you will:

Lead junior teams in developing financial models, data analytics and presentation materials in support of pitch and deal activity
Work with coverage and product partners to develop differentiated, leverageable content for use in transaction origination, as well as for broader client distribution
Support deal execution processes
Exercise independent judgment to guide deliverables
Regularly work directly with senior bankers in small project teams
Receive broad and deep analytical skillset and broad exposure across product, industry and clients
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers

Required Qualifications:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Strong financial modeling skills
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
Professional experience through internships, part-time or full-time work, and/or extracurricular activities
Dedication to building a career in Investment Banking.
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results

Job Expectations:

FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Ability to travel up to 10% of the time

Additional Compensation Details:

Base pay range for NY: $175,000-$200,000
May be considered for an annual discretionary bonus

Posting Location:

500 W 33rd St, New York, NY 10001

Pay Range

$138,500.00 - $287,600.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

11 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"110832-NY-30 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Investment Banking Associate, EDC Cote d'Ivoire","datePosted":"2025-08-05","description":"

JOB PURPOSE
To execute businesses in the areas of project finance, mergers & acquisition, equity and debt capital markets as well as structured finance of the assigned hub including inter alia:
▪    To assist private and public companies in their external growth operations (sale and/or acquisition of companies, equity investments, etc.)
▪    To advise top management or decision-makers (managers, shareholders, etc.) in the context of the mobilization of financial resources (debt, equity or quasi-equity) through complex financial arrangements
▪    To assist various clients on financial issues. Infrastructure financing in PPP transactions.
JOB CONTEXT
▪    Work in the Anglophone/Francophone hub to execute investment banking transactions (financial advisory, corporate finance and capital market deals).
▪    The incumbent is frequently requested to provide financial reliable information and analysis.
KEY RESPONSIBILITIES
▪    Prepare pitch books, proposals, term sheets, mandate letters, memorandums, teasers and marketing materials.
▪    Assist the Coverage bankers in marketing as and when required.
▪    Undertake advanced financial analysis and modelling using Excel or other tools, where required.
▪    Assist in due diligence and execution of transactions.
▪    Assist and support in transaction structuring.
▪    Develop a knowledge of specific sectors over time.
▪    Developing relationships with clients including gaining a good knowledge of the client’s businesses, economic drivers, market and sector requirements in order to ensure advice is relevant and commercial.
▪    Source, establish market inference and interpret market data/information using valuation methodologies.
KNOWLEDGE, SKILLS & EXPERIENCE
Experience & Qualifications
▪    Minimum experience of 4-6 years in Investment Banking / Private Equity
▪    Bachelor’s/master’s degree in Banking, Finance, Economics or related field
Skills, Capabilities & attributes
▪    Superior written and oral communication skills.
▪    Proficient in all Microsoft Office Tools.
▪    Numeracy skills.
▪    Attention to details.
▪    Curious, adaptable, rigorous and proactive.
▪    Good presentation skills.
▪    Good interpersonal skills and ability to work in a team.
▪    Highly motivated.
▪    Strong valuation skills.
▪    Strong analytical, quantitative, problem-solving skills (incl. inter alia financial challenges associated with complex operations).
▪    Excellent knowledge of project finance (Infrastructure, PPP and large industrial/real estate projects).
▪    Strong analytical skills and ability to conceptualize financial issues to define and propose pragmatic solutions.

","hiringOrganization":{"@type":"Organization","name":"Ecobank","sameAs":"https://www.ecobank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cote d'Ivoire"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Investment Banking Associate, Energy - New York","datePosted":"2025-08-04","description":"Investment Banking Associate, Energy - New York

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

Essential Functions/Responsibility Statements:

Provides support to senior bankers.
Develop client presentation materials, including all background research, analysis and drafting.
Familiarity with financial models and other financial analysis.
Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.
Support product partners and monitor entire execution process for transactions ensuring timely execution to meet client expectations.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements and policies.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

Bachelor's Degree, or equivalent degree and/or equivalent work experience, in Finance, Business, or a related field.
Master’s degree or MBA (Preferred).

Work Experience:

3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Energy Investment Banking.

Skills and Abilities:

Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in Energy.
Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.
Strong communication and interpersonal skills.
Team player and self-starter.

Certifications: SIE, 79, 63

EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$131,250.00 USD

Maximum:

$225,000.00 USD

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

","hiringOrganization":{"@type":"Organization","name":"Santander","sameAs":"https://www.santander.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Madison Ave Corp, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Corporate and Investment Banking COO Associate","datePosted":"2025-08-11","description":"

About this role:

In this role, you will:

Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
Assisting in running vertical or product wide planning sessions and reoccurring pipeline meetings including preparation of presentations materials
Analyzing performance by Sector and Banker via data analysis from internal CRM salesforce.com and 3rd party data providers like Dealogic for fee competitor benchmarking
Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast paced environment of corporate and investment banking.
Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

Required Qualifications:

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience working within Investment Banking

Financial analysis experience including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance
Experience with customer relationship management systems (CRMs) such as Salesforce.com
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)

Job Expectations:

Ability to work outside of normal business hours as needed
Ability to travel up to 5%

Posting Location:

New York, NY: 30 Hudson Yards

Pay Range:

New York, NY: $100,800 - $179,200 Annual

Pay Range

$104,000.00 - $168,000.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

13 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"110832-NY-30 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Experienced Associate – Investment Banking, Healthcare Services","datePosted":"2025-08-19","description":"

Job Description:

Position Summary

Guggenheim Securities (“GS”) is seeking an experienced Associate to join its Healthcare Services Investment Banking group located in New York.

The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including pharma services, providers, payors, animal health and HCIT. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of transactions and beyond.

Associates will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.

We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.

Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

Essential Job Functions

Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
Assist in the design and development of complex financial models and valuation analysis
Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
Perform client due diligence, prepare information memoranda and other transaction-related documentation
Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
Conduct competitive research, including identifying sector and industry trends
Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership

Preferred Qualifications

3-6 years of investment banking or equivalent M&A experience
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to work with limited supervision
Excellent analytical skills and attention to detail
Strong written and oral communication skills
Effective process management abilities

Basic Qualifications

Requires a minimum of a Bachelor's degree
Core modeling and valuation experience in professional setting
SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment

Work Location

Currently, this role is expected to be in the New York office at least 4 days per week.

Salary

Annual base salary between $175,000 and $225,000.
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Us:

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.

For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.

Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

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. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to \"sell the bank\" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior 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.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.   BA/BS degree
2.   Minimum of 5 years of related work experience
3.   Strong knowledge of investment banking, market, industry sector, and/or financial products
4.   Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5.   Strong organizational and leadership skills
6.   Advanced skills in written and oral communications, and interpersonal relationship management
7.   Solid analytical and sales skills

Preferred Qualifications

1. MBA degree, with a Finance focus
2. 6+ years of related work related experience

- The annual base salary for this position in New York is $175,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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Company Description

Talan is an international consulting group in innovation and transformation through technology. For 20 years, Talan has been advising companies and administrations. The group supports them and implements their transformation and innovation projects internationally.

Present on five continents, the group achieved a turnover of 800 million euros in 2024 for more than 8,000 consultants and aims to exceed the one billion € turnover mark by 2025.

To work at one of our clients, we are seeking a talented Senior Business Analyst with strong experience in Investment banking

Joining us, you’ll become an integral part of a dynamic team that spans nationalities, cultures and backgrounds, drawing together people from around the globe and reflecting our commitment to international placements.

Job Description

The BA will be part of a team who is responsible for the development of innovative front-office applications supporting the e-Commerce of Equity Derivatives (EQD) and Fixed Income products.

Within this department, the Regulatory Sales Tools development team is responsible for the design and development of a number of applications that are integral to the sales desktop. Users of our systems are based in different divisions within our client organisation as well as their customer organisations. The wide range of products and stakeholders makes for a lot of variety in the projects. The applications are developed in London with testing performed in India.

The client has recently launched a significant programme of work and identified a number of opportunities to further enhance their digital offering.

#TalanUK

Qualifications

Experience as BA/senior BA on the “end to end” delivery of a business capability.

Strong Stakeholder management and engagement

Ability to communicate with all levels and cross functional departments of the business as well as providing ideas, solutions based on market intel and to business recommendations.

Very experience with SQL

Experience as a Technical, Business, Systems or Functional Analyst

Good understanding of Trade and Transaction reporting especially in FI, FX and e-commerce.

Experience of .Net, Java, Python, are benefical but not essential

Strong knowledge of financial markets and regulations with experience of trade flows / systems

Excellent communication skills, both written and verbal

Strong analytical and problem solving capabilities

Experience with testing, planning and execution

","hiringOrganization":{"@type":"Organization","name":"Talan","sameAs":"https://talan.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Investment Banking Analyst | Consumer","datePosted":"2025-07-16","description":"

Business Unit:

Corporate Finance

Industry:

Consumer

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Consumer Group

Houlihan Lokey’s Consumer Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. We have built a reputation as a trusted advisor to companies in the consumer industry. We do this by combining our extensive market capabilities with our in-depth industry knowledge to help maximize shareholder value for our clients.

Job Description

As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities:

Prepare, analyze and explain financial information of a given company and related companies within the respective industry;
Perform valuations of companies using traditional valuation methodologies;
Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements

Preferred Qualifications

1-2 years of investment banking experience required
A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals
Fundamental understanding of financial valuation methodologies and applications
Prior coursework in accounting and finance required
Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills
Strong qualitative and quantitative research skills
Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
Excellent verbal and written communication skills in English are essential
Advanced knowledge of Excel
Independent thinker and resourceful problem solver
Strong work ethic, organizational skills, and ability to multitask
Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment
Ability to work independently in a fast-paced environment

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$110,000.00-$130,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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Key Responsibilities:- Evaluate financial outputs produced by AI systems for quality and accuracy.- Calibrate AI decision-making processes in areas such as valuation or financial modeling.- Simulate and audit workflows related to pitch decks, comps analysis, and due diligence.- Provide domain-specific feedback on AI-generated investment documents.-Collaborate asynchronously with product and AI teams to enhance system performance.
Ideal Qualifications:- 2+ years of experience in Investment Banking, ideally at top-tier firms such as Goldman Sachs, JPMorgan, or -similar institutions.- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.- Strong proficiency in financial modeling, including DCF/LBO/Comps analysis, and valuation methods.- Familiarity with capital markets, M&A deal cycles, and transaction processes.- Excellent analytical, writing, and presentation skills.
About RYZ Labs:RYZ Labs is a startup studio built in 2021 by two lifelong entrepreneurs. The founders of RYZ have worked at some of the world's largest tech companies and some of the most iconic consumer brands. They have lived and worked in Argentina for many years and have decades of experience in Latam. What brought them together is the passion for the early phases of company creation and the idea of attracting the brightest talents in order to build industry-defining companies in a post-pandemic world.
Our teams are remote and distributed throughout the US and Latam. They use the latest cutting-edge technologies in cloud computing to create applications that are scalable and resilient. We aim to provide diverse product solutions for different industries, planning to build a large number of startups in the upcoming years.
At RYZ, you will find yourself working with autonomy and efficiency, owning every step of your development. We provide an environment of opportunities, learning, growth, expansion, and challenging projects. You will deepen your experience while sharing and learning from a team of great professionals and specialists.
Our values and what to expect:- Customer First Mentality - every decision we make should be made through the lens of the customer.- Bias for Action - urgency is critical, expect that the timeline to get something done is accelerated.- Ownership - step up if you see an opportunity to help, even if not your core responsibility. - Humility and Respect - be willing to learn, be vulnerable, and treat everyone who interacts with RYZ with respect.- Frugality - being frugal and cost-conscious helps us do more with less- Deliver Impact - get things done in the most efficient way. - Raise our Standards - always be looking to improve our processes, our team, and our expectations. The status quo is not good enough and never should be.","hiringOrganization":{"@type":"Organization","name":"Ryz Labs","sameAs":"https://www.ryzlabs.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Investment Banking - VP-MD","datePosted":"2025-07-16","description":"

About Us:
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

Job Description:

Lead coverage efforts, develop and maintain long-term client relationship
Identify IPO/M&A opportunities systematically
Lead client pitch efforts, provide advice and recommend strategies to meet clients’ needs
Communicate with both internal and external stakeholders, and maintain relationships at senior levels
Leverage on the firm’s unique value proposition, mobilize team to initiate transaction ideas and drive key execution milestones
Coach junior bankers to help them develop key analytical skills required for a career in investment banking

Qualification:

Master’s degree or above in finance, economics, accounting, business management or other relevant disciplines from a well-established institution
At least 10 years of investment banking experience and strong sector coverage
Passion and resilience for business development
Highly motivated, committed and responsible, with a demonstrated ability to manage conflicting priorities and requests
Excellent interpersonal skills with ability to maintain relationships at all levels within the organization
High standards of professionalism and ethical conduct with integrity
Strong written and oral communication skills in English. Mandarin speaker highly preferred

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The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Banker also serves as an intermediary in trading for clients.The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi's franchise
Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards,
Anticipate future changes in the marketplace
Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
Appropriately 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.

Qualifications:

15+ years of relevant experience
Experience in people management
Bachelor’s degree in Finance or closely related areas of Business Administration preferred
Master's degree in Business Administration preferred
Experience working in an investment banking institution(s)
Consistently demonstrates clear and concise written and verbal communication
Demonstrated ability to remain unbiased in a diverse working environment
Series 79 and 63 licenses

Education:

Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Investment Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

New York New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Anticipated Posting Close Date:

Jul 23, 2025

------------------------------------------------------

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Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. Managing Director in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and development of the groups modeling and analytical capabilities with limited supervision will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. For IB M&A and Strategic Advisory engagements, the Principal ,Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Understand and evaluate complex financial models.
. Perform complex financial analysis.
. Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs.
. Work well as part of a team in a high stress environment.
. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization.
. Manage priorities while working on a number of high-priority opportunities simultaneously.
. A strong background in credit and corporate finance and the ability to apply that knowledge to IB projects.
. Serve as support to the Managing Directors and be capable of making internal and external IB presentations to support the efforts of the Managing Directors on the team.
. Interact independently with all important constituencies in the course of the execution of an M&A or Strategic Advisory assignment

SUPERVISORY RESPONSIBILITIES: Direct day to day supervision of the IB Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees totheirfullestpotentialandprovidingchallengingopportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. 7 - 10 years of experience in Banking, Investment Banking, or Capital Markets.

. Strong corporate finance and credit skills.
. Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
. Proven ability to pitch, win and execute M&A engagements.
. Excellent presentation skills, both oral and written.
. Strong relationship building skills.
. The ability to interact effectively with senior executives inside and outside our organization.
. Expertise in one or more industries.
. BA/BS in Finance/Accounting/Economics (MBA strongly preferred)
. Securities Industry Essentials (SIE),
Series 79 license required.
. Securities Industry Essentials (SIE),
Series 63 license required.

At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.

Benefits:

Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.

Compensation:

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Vice President, Investment Banking

Compensation for this position is largely incentive-based. Incentives are combined with either a base salary or a draw, resulting in total cash compensation. More information can be obtained upon request.

LOCATION -- Charlotte, North Carolina 28202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

","hiringOrganization":{"@type":"Organization","name":"Fifth Third Bank","sameAs":"https://www.53.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fifth Third Center Charlotte, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Graduate Analyst - Investment Banking","datePosted":"2025-08-08","description":"

Graduate Analyst - September Start Date

Full Time Position - 2/3 days in Glasgow office with 2 or 3 days working from home.

Salary - Up to £26,000 depending on experience.

**PLEASE NOTE - We are unable to offer visa sponsorship for this role and are prioritising applicants based in Scotland. Please note if you are based outside Scotland, can you make a note of acknowledgement on your CV that you are able to relocate to Scotland**

Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse a range of talent as we can and we believe that everyone brings something different to the table – so we’d love to know what makes you different. Such differences may mean we need to make changes to our process to allow you the best possible platform to succeed, and we are happy to cater to any reasonable adjustments you may require. You will find the section to let us know of these at the bottom of your application form or you can mention it directly to your recruiter at any stage and they will be happy to help.

About Capco

We are:

Experts in capital markets, banking and payments and wealth and asset management
Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Core Banking etc.
Committed to growing our business and hiring the best talent to help us get there
Focus on maintaining our nimble, agile and entrepreneurial culture

Role Description

This is a fantastic opportunity for someone interested and keen to enter financial services or someone keen to grow their career in financial services.

You might be a recent University graduate or someone who has previously worked in an Operations or Compliance role at a financial institution.

As a Graduate Analyst you will be interviewed by our team. We will then talk you through the business areas we are recruiting against and align you to one of these. The decisions will be based on your interest, experience and business requirements.

Full and detailed training will be provided

Skills and Experience

Excellent written, communication, and presentation skills
Ability to interact and work closely with business stakeholders at all levels of seniority
Analytical thinking and critical reasoning skills
Ability to work effectively in a team environment
Ability to effectively handle a fast-paced environment and successfully meet established deadline requirements
Ability to assimilate information and summarise key facts
ACAMS and/or SIE certification a plus
You will have completed your A-Levels or will be a new graduate (any degree, but business, law, economics, mathematics or finance preferred)

WHY JOIN CAPCO?

We offer:

A work culture focused on innovation and building lasting value for our clients and employees
Ongoing learning opportunities to help you acquire new skills or deepen existing expertise
A flat, non-hierarchical structure that will enable you to work with senior partners and directly with clients
A diverse, inclusive, meritocratic culture
Enhanced and competitive family friendly benefits, including maternity / adoption / shared parental leave and paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement

NEXT STEPS

If you’re looking forward to progressing your career with us, please do not hesitate to apply. We are looking forward to receiving your application.

To learn more about Capco and its people check out the website on www.capco.com

","hiringOrganization":{"@type":"Organization","name":"Capco","sameAs":"https://www.capco.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"UK - Glasgow","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Investment Banking Coverage Specialist","datePosted":"2025-08-11","description":"

Job Description:

Job Title Investment Banking Coverage Specialist

Location London

Corporate Title Associate

Corporate Finance business is a market leader in Origination & Advisory which is consistently recognised by the industry for activities in Mergers and Acquisitions (M&A) and capital raising. We provide a full range of Investment Banking services, including Public and Private Equity and Debt Financing, M&A advice and private investment services for corporate and institutional clients.

Our award-winning operations in Europe, North America, and the Asia Pacific regions give us unparalleled global reach, offering access to the largest distribution network in the Investment Banking industry. Accordingly, we are proud that our client base includes some of the largest global companies and that we work on many of the largest and most complex deals in the market.

Corporate Finance is organised through global products and regional client coverage spanning different geographies and industry focused teams. You will work as part of the Telecom-Media-Technology (TMT) team where you will be able to show initiative and will need strong communication skills in this role.

What we’ll offer you

You can expect:

Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
Competitive salary and non-contributory pension
30 days’ holiday plus bank holidays, with the option to purchase additional days
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year

Your key responsibilities

Coordinating and supporting in origination and execution of M&A, Leverage Finance and Equity Capital Markets (ECM) transactions with TMT clients
Supporting wider teams in the coverage effort of key TMT accounts
Conducting sector and company research, quantitative analysis, company valuation, credit analysis and financial modelling
Communicate with clients, other advisers and senior Investment Bankers
Generating new ideas that support business direction and utilise sector knowledge to guide production of materials presented to clients and assisting Country and Product Bankers on opportunities relating to the TMT sector

Your skills and experience

Relevant Corporate Finance experience across advisory and capital market products
Proven execution skills, complex deal understanding and structuring capabilities in M&A, Leverage Finance and ECM
Strong analytical approach combined with creative problem solving abilities
Effective organisational skills and the ability to manage multiple client projects simultaneously
Able to drive and influence senior, cross-functional and cross-regional deal teams, interfacing with multiple business partners across business lines and regions
Excellent negotiation skills with the ability to creatively solve problems and to successfully navigate a large, matrix based organisation

How we’ll support you

Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
A range of flexible benefits that you can tailor to suit your needs
We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)

About us

Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.

Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

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